InsidersTradesSigma
Track the TON Strategy Co stock price and the full insider trade history of the company, a listed equity based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Technology sector, TON Strategy Co has logged 30 reports. Market capitalisation: €187.2m. The latest transaction was reported on 8 September 2026 (Cession). Among the most active insiders: Wilson Kevin Mark. Every trade is openly available.
30
Insider Decl.
n/a
Thresholds
€112,476
9 ops.
Buy Volume
€1m
8 ops.
Sell Volume
53Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 24,662 of 29,063 companies
26.9
score / 100
Value9
Quality45
FCF yld-11%
Earn yld-79%
EV/EBITDA·
ROE-74%
Gross mgn70%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 8 September 2026
Declarations30 total
12,500 shares@ US$3.30030.022% mcap49.1% of flowCommon StockSEC:0001493152-26-041763:0
12,500 shares@ US$3.420.023% mcap100.0% of flowcommonSEC144:0001949846-26-000564
97,500 shares0Common StockSEC:0001493152-26-040516:0
80,000 shares0Common StockSEC:0001493152-26-040514:0
80,000 shares0Common StockSEC:0001493152-26-040515:0
217,450 shares@ US$2.75340.41% mcap95.7% of flowCommon StockSEC:0001493152-26-038777:0
3,700 shares@ US$2.7550.0065% mcap20.9% of flowCommon StockSEC:0001493152-26-038473:0
Canonical exit: 11 Nov 2026 (T+90)
1,900 shares@ US$2.66530.0032% mcap10.4% of flowCommon StockSEC:0001493152-26-038473:2
Canonical exit: 12 Nov 2026 (T+90)
1,700 shares@ US$2.67630.0029% mcap9.3% of flowCommon StockSEC:0001493152-26-038473:1
Canonical exit: 12 Nov 2026 (T+90)
70,000 shares0Common StockSEC:0001493152-26-034375:0
1,137,500 shares0Common StockSEC:0001493152-26-034245:0
72,500 shares0Common StockSEC:0001493152-26-034242:0
70,000 shares0Common StockSEC:0001493152-26-034230:0
312,500 shares0Common StockSEC:0001493152-26-034238:0
1,302,500 shares0Common StockSEC:0001493152-26-034234:0
218,000 shares0Common StockSEC:0001493152-26-034234:1
1,600 shares@ US$3.520.0036% mcap100.0% of flowCommon StockSEC:0001493152-26-023638:0
Canonical exit: 13 Aug 2026 (T+90)
8,020 shares@ US$3.660.019% mcap33.4% of flowCommon StockSEC:0001493152-26-023601:0
Canonical exit: 12 Aug 2026 (T+90)
8,020 shares@ US$3.660.019% mcap33.4% of flowCommon StockSEC:0001493152-26-023113:0
Canonical exit: 12 Aug 2026 (T+90)
7,440 shares@ US$3.620.017% mcap100.0% of flowCommon StockSEC:0001493152-26-022929:0
Canonical exit: 12 Aug 2026 (T+90)
34,132 shares@ US$2.6288.3% of flowCommon StockSEC:0001493152-25-028039:0
25 of 30 declarations
关于 TON Strategy Co
TON Strategy Company是一家总部位于美国的上市公司，在纳斯达克交易，股票代码为TONX。该公司于2025年9月从Verb Technology Company, Inc.更名为现名，此后围绕以Toncoin（$TON）为中心的数字资产金库策略重新定位，Toncoin是与Telegram相关的TON区块链的原生代币。其运营基地位于美国内华达州拉斯维加斯。对于投资者而言，这最好理解为不是一家传统的软件供应商，而是一家上市的资本配置工具，直接接触特定的加密资产，结合了长期TON积累、质押和金库收益优化。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1566610/000149315226020493/formars.pdf?utm_source=openai)) 该公司的历史很重要，因为TON Strategy是战略转型的产物。其传统业务根植于技术和社交商务。管理层表示，公司继续运营传统业务线，包括多供应商直播购物平台MARKET.live，以及AI驱动的社交商务业务LyveCom，该业务支持跨网站、应用程序和社交平台的全渠道直播购物体验。这使得TON Strategy成为一个混合型故事：一部分是传统商业技术运营商，一部分是数字资产金库公司。因此，核心投资逻辑已从传统的收入增长转向资产负债表管理、代币积累和参与TON生态系统。（[globenewswire.com](https://www.globenewswire.com/news-release/2026/05/12/3292755/0/en/ton-strategy-company-reports-first-quarter-2026-financial-results.html?utm_source=openai)) 在竞争方面，TON Strategy通过直接接触TON和明确的策略来增加持仓而脱颖而出，该策略包括通过融资、质押奖励和公开市场购买来增加持仓。该公司还强调了机构托管和质押基础设施，这意味着比被动代币持有者更正式的方法。在其2026年第一季度更新中，它报告截至2026年3月31日持有约221.9 million TON，其中大部分代币已质押，并表示根据其自身的网络计算，该头寸占TON供应量的很大一部分。这些数字应被视为公司报告数据，但它们突显了其TON金库策略的规模。（[globenewswire.com](https://www.globenewswire.com/news-release/2026/05/12/3292755/0/en/ton-strategy-company-reports-first-quarter-2026-financial-results.html?utm_source=openai)) 近期催化剂包括2026年3月31日发布的2025年全年业绩，以及2026年5月12日发布的2026年第一季度业绩。该公司还讨论了2025年启动的质押业务、高达250 million美元的股票回购计划，以及旨在提高金库和市场指标透明度的分析工具的推出。对于欧洲的法语投资者而言，TON Strategy应主要被视为一家对Toncoin价格动态、加密市场流动性和金库执行高度敏感的纳斯达克小型股公司，而不是一家传统的软件成长股。（[globenewswire.com](https://www.globenewswire.com/news-release/2026/05/12/3292755/0/en/ton-strategy-company-reports-first-quarter-2026-financial-results.html?utm_source=openai)
