{ "schema_version": "1.0", "data_version": "2026.10.22.1", "generated_at": "2026-10-22T21:14:39Z", "taxonomy_version": "1.1", "records": [ { "id": "KULR-001", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 1, "date": "2024-12-04", "date_raw": "2024-12-04", "speaker": "Michael Mo, CEO (Board)", "venue": "Formal press release (GlobeNewswire)", "venue_class": "formal_press_release", "claim": "\"KULR is committed to allocating up to 90% of its surplus cash to BTC\" as a primary treasury asset.", "claim_class": "strategic", "claim_subtype": "capital allocation", "target": "Up to 90% of surplus cash → BTC purchases; ongoing, no deadline.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "10-Q (Nov 2025): strategy reconfirmed; ~1,082 BTC held end-2025, zero coins sold (Q4 2025 call, 2026-03-31). Full unwind: 8-K Item 2.01 (2026-09-11) — remaining ~764 BTC sold Aug 20–Sep 11, 2026; zero holdings.", "resolution_authority": "1 (8-K)", "resolution_authority_level": 1, "resolution_state": null, "result": "partial", "result_detail": "PARTIAL", "result_v10": "partial", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-002", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 2, "date": "2024-12-04", "date_raw": "2024-12-04", "speaker": "Michael Mo, CEO", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "\"I am confident that a bitcoin treasury strategy will strengthen KULR's financial position.\"", "claim_class": "strategic", "claim_subtype": "capital allocation", "target": "Strengthened financial position; directional, no deadline.", "materiality": "high", "actionability": "promotional", "resolution_evidence": "Unrealized mark-to-market losses: $13.8M (FY2025), ~$31.4M (H1 2026); BTC sold below average cost (~$76.6k sale vs ~$100.6k cost, per Sep 2026 filings/summaries); net loss widened to $61.9M in 2025.", "resolution_authority": "1–2 (filings/audited)", "resolution_authority_level": 1, "resolution_state": null, "result": "miss", "result_detail": "MISS", "result_v10": "miss", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-003", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 3, "date": "2024-12-04", "date_raw": "2024-12-04", "speaker": "Company (Board)", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "\"KULR's acquisition of bitcoin will be guided by market dynamics and anticipated cash flow requirements. The Company remains adaptable, with the ability to modify its approach.\"", "claim_class": "strategic", "claim_subtype": "capital allocation", "target": "Explicit right to change course; ongoing.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "Exactly what happened: adapted from accumulation (2025) to full exit and \"focus on the core business\" (Q2 2026 call; Sep 2026 8-K).", "resolution_authority": "1 (8-K)", "resolution_authority_level": 1, "resolution_state": null, "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-004", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 4, "date": "2024-12-26", "date_raw": "2024-12-26", "speaker": "Company", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "\"The $21 million of BTC purchased since the announcement is the first of ongoing purchases the Company intends to make going forward\" (217.18 BTC @ $96,556.53 avg).", "claim_class": "transactional", "claim_subtype": "BTC purchase", "target": "Ongoing purchases; no fixed qty/deadline.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "Purchases continued: +$10M (2025-02-11, 610.3 BTC), +$5M (2025-03-25, 668.3 BTC), +$9M (2025-05-20, 800.3 BTC), +$13M (2025-06-09, 920 BTC), +$10M (2025-07-10, 1,021 BTC); ~1,082 BTC by end-2025, none sold.", "resolution_authority": "3 (PR) ⚠ low-authority", "resolution_authority_level": 3, "resolution_state": null, "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-005", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 5, "date": "2025-02-11", "date_raw": "2025-02-11", "speaker": "Company", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "BTC Yield introduced as KPI: \"helps assess the effectiveness of KULR's bitcoin acquisition strategy in a manner KULR believes drives shareholder value\" (167.3% YTD reported).", "claim_class": "strategic", "claim_subtype": "other", "target": "No target or deadline.", "materiality": "low", "actionability": "promotional", "resolution_evidence": "No falsifiable commitment; shareholder value untestable from this claim alone.", "resolution_authority": "n/a", "resolution_authority_level": null, "resolution_state": null, "result": "unresolvable", "result_detail": "UNRESOLVABLE", "result_v10": "unresolvable", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-006", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 6, "date": "2025-06-09", "date_raw": "2025-06-09", "speaker": "Company", "venue": "SEC filing (8-K; Controlled Equity Offering Sales Agreement)", "venue_class": "sec_filing", "claim": "Entered ATM sales agreement with Cantor Fitzgerald & Craig-Hallum to sell up to $300M common stock \"to support its Bitcoin treasury reserve.\"", "claim_class": "transactional", "claim_subtype": "financing", "target": "Up to $300M gross equity raises; at company's discretion.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "424B5 (2025-09-30): program cut to $150M; only 3,936,578 shares / $22,997,761 gross raised under it. Proceeds were used for BTC purchases (per company PRs).", "resolution_authority": "1 (424B5)", "resolution_authority_level": 1, "resolution_state": null, "result": "partial", "result_detail": "PARTIAL", "result_v10": "partial", "scored_in_trust": false, "source_class": "mirror_verbatim", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-007", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 7, "date": "2025-06-09", "date_raw": "2025-06-09", "speaker": "Company; Michael Mo, CEO", "venue": "Formal press release (joins \"Bitcoin for Corporations\")", "venue_class": "formal_press_release", "claim": "Company rebrands as a \"Bitcoin First Company\"; Mo: \"As KULR continues to scale its Bitcoin treasury, we welcome the chance to align with other institutions…\"", "claim_class": "strategic", "claim_subtype": "capital allocation", "target": "Continued scaling of BTC treasury; ongoing.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "Scaling continued to ~1,082 BTC by end-2025, then fully reversed: all BTC sold by 2026-09-11; \"Bitcoin First\" positioning dropped; Q2 2026 call: \"focus on the core business.\"", "resolution_authority": "1 (8-K)", "resolution_authority_level": 1, "resolution_state": null, "result": "partial", "result_detail": "PARTIAL", "result_v10": "partial", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-008", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 8, "date": "2025-05-15", "date_raw": "2025-05-15", "speaker": "Michael Mo, CEO", "venue": "Earnings call (Q1 2025 results)", "venue_class": "earnings_call", "claim": "\"Our future capital market activities are geared towards turbocharging our bitcoin acquisition strategy, thereby establishing KULR as a pioneering BTC-First Bitcoin Treasury Company.\"", "claim_class": "strategic", "claim_subtype": "financing ambition", "target": "Future capital raises → accelerate BTC buying; no deadline.", "materiality": "high", "actionability": "promotional", "resolution_evidence": "Capital-market activity minimal (~$23M ATM usage); \"BTC-First\" identity abandoned within ~15 months (mining exited, all BTC sold Aug–Sep 2026).", "resolution_authority": "3 (PR) ⚠ low-authority", "resolution_authority_level": 3, "resolution_state": null, "result": "miss", "result_detail": "MISS", "result_v10": "miss", "scored_in_trust": false, "source_class": "secondary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-009", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 9, "date": "2025-07-08", "date_raw": "2025-07-08", "speaker": "Company", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "Secured $20M multi-draw credit facility with Coinbase Credit, Inc.; \"intends to use the net proceeds to fund its strategic Bitcoin accumulation goals\"; secured by a portion of BTC holdings.", "claim_class": "transactional", "claim_subtype": "leverage", "target": "$20M facility; proceeds → BTC purchases; available on execution.", "materiality": "high", "actionability": "actionable", "resolution_evidence": "10-Q Q3 2025: initial drawdown $8M on 2025-07-08 at 8% loan fee, 232 BTC segregated as collateral (156.25% coverage); $6.7M of the draw used to purchase 61.4 BTC.", "resolution_authority": "1 (10-Q)", "resolution_authority_level": 1, "resolution_state": "repaid", "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": true, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-010", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 10, "date": "2025-07-08", "date_raw": "2025-07-08", "speaker": "Michael Mo, CEO", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "\"This marks KULR's first bitcoin-backed credit facility, giving us access to non-dilutive capital at a competitive financing rate… diversifying our funding sources.\"", "claim_class": "transactional", "claim_subtype": "leverage", "target": "Non-dilutive capital via BTC-backed borrowing.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "Facility obtained and used for BTC purchases (see #9); loan fully repaid in Aug 2026 (see #17). Non-dilutive claim held while active.", "resolution_authority": "1 + 4 (filings + call)", "resolution_authority_level": 1, "resolution_state": "repaid", "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-011", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 11, "date": "2025-07-09", "date_raw": "2025-07-09", "speaker": "Company", "venue": "SEC filing (8-K, Item 7.01) + formal press release", "venue_class": "sec_filing", "claim": "Successfully deployed 3,570 Bitmain S19 XP 140T miners in Asunción, Paraguay; operational capacity 750 PH/s; \"dual acquisition strategy of both mining Bitcoin and purchasing it on the open market.\"", "claim_class": "strategic", "claim_subtype": "operational", "target": "Dual \"buy-or-mine\" accumulation model.", "materiality": "medium", "actionability": "cautious", "resolution_evidence": "Mining revenue recognized: $4.4M Q3 / $6.1M YTD through Sep 2025 (10-Q). Model operated ~13 months, then terminated (mining services agreement exited Aug 2026).", "resolution_authority": "1 (10-Q)", "resolution_authority_level": 1, "resolution_state": null, "result": "partial", "result_detail": "PARTIAL", "result_v10": "partial", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-012", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 12, "date": "2025-07-09", "date_raw": "2025-07-09", "speaker": "Company", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "\"with a goal of reaching 1.25 EH/s by late summer\" (from 750 PH/s).", "claim_class": "strategic", "claim_subtype": "operational timing", "target": "1.25 EH/s hashrate target; deadline late summer 2025.", "materiality": "medium", "actionability": "actionable", "resolution_evidence": "Never reported as reached; mining exited entirely Aug 2026 (mining services agreement terminated for $150k fee).", "resolution_authority": "1 (8-K)", "resolution_authority_level": 1, "resolution_state": null, "result": "miss", "result_detail": "MISS", "result_v10": "miss", "scored_in_trust": true, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-013", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 13, "date": "2025-07-09", "date_raw": "2025-07-09", "speaker": "Michael Mo, CEO", "venue": "Formal press release", "venue_class": "formal_press_release", "claim": "\"A dual-pronged model allows KULR to capture the greater margin, whether from hash price, coin price, or both, all while strengthening our treasury resiliency.\"", "claim_class": "strategic", "claim_subtype": "operational outcome", "target": "Margin/resiliency improvement; no deadline.", "materiality": "medium", "actionability": "promotional", "resolution_evidence": "The entire dual-pronged apparatus was unwound Aug–Sep 2026 at a loss (BTC sold ~$76.6k avg vs ~$100.6k average cost); 2025 net loss $61.9M.", "resolution_authority": "1–2 (filings/audited)", "resolution_authority_level": 1, "resolution_state": null, "result": "miss", "result_detail": "MISS", "result_v10": "miss", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-014", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 14, "date": "2025-10-09", "date_raw": "2025-10-09", "speaker": "Company", "venue": "SEC filing (8-K, Item 7.01) + formal press release", "venue_class": "sec_filing", "claim": "New hosting partnership with Soluna Holdings: ~3.3 MW of Bitcoin mining capacity at Project Sophie (Kentucky); operations expected Q4 2025.", "claim_class": "strategic", "claim_subtype": "operational timing", "target": "3.3 MW hosted mining; deadline Q4 2025.", "materiality": "medium", "actionability": "actionable", "resolution_evidence": "No located disclosure in 2025 10-K/Q3 materials confirming Q4 2025 go-live; mining exited Aug 2026.", "resolution_authority": "n/a", "resolution_authority_level": null, "resolution_state": null, "result": "unresolvable", "result_detail": "UNRESOLVABLE", "result_v10": "unresolvable", "scored_in_trust": false, "source_class": "primary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-015", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 15, "date": null, "date_raw": "2025-11 (filed)", "speaker": "Company", "venue": "SEC filing (10-Q, Q3 2025)", "venue_class": "sec_filing", "claim": "\"We view our bitcoin holdings as long term holdings and expect to continue to accumulate bitcoin… have not set any specific target… could periodically leverage or sell bitcoin… could be collateralized by our bitcoin holdings… create income streams.\"", "claim_class": "strategic", "claim_subtype": "leverage)", "target": "Continued accumulation; possible future leverage/sales of BTC.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "Accumulation continued into 2026 (~1,085 BTC at Q1 2026 call); BTC was leveraged (Coinbase loan to $20M, 565 BTC collateral) and then sold — \"sell… for general corporate purposes\" and collateralization both materialized, but the \"long-term holdings\" intent was fully reversed by 2026-09-11.", "resolution_authority": "1 (8-K)", "resolution_authority_level": 1, "resolution_state": null, "result": "partial", "result_detail": "PARTIAL", "result_v10": "partial", "scored_in_trust": false, "source_class": "mirror_verbatim", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "date": "not_stated", "source_url": "not_stated" } }, { "id": "KULR-016", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 16, "date": "2026-03-31", "date_raw": "2026-03-31", "speaker": "Michael Mo, CEO", "venue": "Earnings call (Q4/FY 2025)", "venue_class": "earnings_call", "claim": "\"We have maintained our Bitcoin treasury of approximately 1,082 Bitcoins without selling any coins.\" + \"The mission for 2026 is clear. Eliminate distractions and execute with discipline. Our singular focus is to build and sell more KULR ONE batteries.\"", "claim_class": "strategic", "claim_subtype": "operational)", "target": "Resource focus → core battery business in 2026.", "materiality": "high", "actionability": "cautious", "resolution_evidence": "No cash BTC purchases in 2026 (confirmed on Q1 2026 call); management began selling BTC after Q2 (333 BTC sold by Jun 30), exited mining, and authorized full BTC liquidation — actions consistent with the \"focus on core business\" pivot.", "resolution_authority": "1 (8-K) + 4 (call)", "resolution_authority_level": 1, "resolution_state": null, "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": false, "source_class": "secondary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-017", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 17, "date": "2026-03-31", "date_raw": "2026-03-31", "speaker": "Michael Mo, CEO", "venue": "Earnings call (Q4/FY 2025)", "venue_class": "earnings_call", "claim": "\"Our progress in 2026 will be judged by core battery revenue growth and improvements in gross margin as volume and automation increase.\"", "claim_class": "strategic", "claim_subtype": "operational outcome", "target": "2026 battery revenue growth + margin improvement; full-year horizon.", "materiality": "medium", "actionability": "cautious", "resolution_evidence": "Q1 2026: revenue +98% YoY ($4.8M), blended gross margin ~29% vs 8% (improvement). Q2 2026: revenue −43% YoY ($2.08M), gross margin −31%.", "resolution_authority": "4 (call) ⚠ low-authority", "resolution_authority_level": 4, "resolution_state": null, "result": "partial", "result_detail": "PARTIAL", "result_v10": "partial", "scored_in_trust": false, "source_class": "secondary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-018", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 18, "date": "2026-03-31", "date_raw": "2026-03-31", "speaker": "Michael Mo, CEO", "venue": "Earnings call (Q4/FY 2025)", "venue_class": "earnings_call", "claim": "Automated battery production line comes online H2 2026 (to drive volume/margin improvement).", "claim_class": "strategic", "claim_subtype": "operational timing", "target": "Production-line commissioning; deadline H2 2026.", "materiality": "medium", "actionability": "actionable", "resolution_evidence": "Deadline within window but not yet passed as of 2026-09-22; not verified in located sources.", "resolution_authority": "n/a", "resolution_authority_level": null, "resolution_state": null, "result": "open", "result_detail": "OPEN", "result_v10": "open", "scored_in_trust": false, "source_class": "secondary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-019", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 19, "date": "2026-05-14", "date_raw": "2026-05-14", "speaker": "Michael Mo, CEO", "venue": "Earnings call (Q1 2026)", "venue_class": "earnings_call", "claim": "\"We're committing all of our financial resources to our battery business and not acquiring any Bitcoin with cash. The only Bitcoin acquisition is through our existing BTC mining contracts.\" (~1,085 BTC in treasury.)", "claim_class": "strategic", "claim_subtype": "capital allocation", "target": "Zero cash-funded BTC purchases going forward; mining-only accumulation.", "materiality": "high", "actionability": "actionable", "resolution_evidence": "Q2 2026: no cash purchases; 333 BTC sold since quarter close; mining exited Aug 2026; Sep 11, 2026 8-K: zero BTC held.", "resolution_authority": "1 (8-K) + 4 (call)", "resolution_authority_level": 1, "resolution_state": null, "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": true, "source_class": "secondary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-020", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 20, "date": "2026-08-13", "date_raw": "2026-08-13", "speaker": "Mike Kimel, CFO", "venue": "Earnings call (Q2 2026)", "venue_class": "earnings_call", "claim": "\"The board has authorized management to sell any and all Bitcoin holdings and to focus on the core business.\" (Plus: exited mining, repaid $20M Coinbase loan from 333-BTC sale proceeds, released 565 BTC collateral; terminated mining services agreement — $150k fee vs $2.1M remaining commitments.)", "claim_class": "transactional", "claim_subtype": "leverage)", "target": "Full BTC liquidation authorization; mining exit; loan repayment.", "materiality": "high", "actionability": "actionable", "resolution_evidence": "8-K (2026-09-11, Item 2.01): sold remaining ~764 BTC Aug 20–Sep 11, 2026 for ~$58.6M gross (~$76,633 avg); zero BTC holdings.", "resolution_authority": "1 (8-K)", "resolution_authority_level": 1, "resolution_state": "repaid", "result": "hit", "result_detail": "HIT", "result_v10": "hit", "scored_in_trust": true, "source_class": "secondary", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "source_url": "not_stated" } }, { "id": "KULR-021", "company": "KULR Technology Group, Inc.", "ticker": "KULR", "row": 21, "date": "2025-09-30", "date_raw": "2025-09-30", "speaker": "Company", "venue": "SEC filing (424B5 prospectus supplement No. 1)", "venue_class": "sec_filing", "claim": "Reduces ATM maximum from $300M to $150M; discloses 3,936,578 shares sold for $22,997,761 gross proceeds (stock $4.22, 2025-09-29).", "claim_class": null, "claim_subtype": "disclosure, not a claim — excluded from all counts", "target": "Program downsize; backward-looking usage figures.", "materiality": "high", "actionability": null, "resolution_evidence": "—", "resolution_authority": "—", "resolution_authority_level": null, "resolution_state": null, "result": "disclosure", "result_detail": "Resolved fact, not scored.", "result_v10": "disclosure", "scored_in_trust": false, "source_class": "mirror_verbatim", "source_url": null, "taxonomy_version": "1.1", "history": [], "null_reason": { "actionability": "not_applicable", "source_url": "not_stated", "claim_class": "not_stated" } } ] }