Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertical Data Inc.VDTA · Entity 9937 | Chief Credit Officer | March 11, 2026 | October 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertical Data Inc.
Report date March 11, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,086,379 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 480,000 · Balance 1,086,379 F1: Shares issued in settlement of accrued fees for services rendered to the issuer, at $0.50 per share, as approved by the Board of Directors at its meeting held March 11, 2026. F2: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d). |
| Common StockSEC Table I · non-derivative | Direct | 1,101,229 |
Reported balance
After 2026-05-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-26 · Grant · Acquired 14,850 · Balance 1,101,229 F3: Shares issued in settlement of accrued compensation for the period April 1 through June 30, 2026, at $3.03 per share, the volume-weighted average price of the issuer's common stock for May 2026, as approved by the Board of Directors. F2: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d). |
| Common StockSEC Table I · non-derivative | Direct | 1,144,909 |
Reported balance
After 2026-09-17 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-17 · Grant · Acquired 43,680 · Balance 1,144,909 F4: Represents restricted stock units ("RSUs") granted under the Vertical Data Inc. 2024 Stock Incentive Plan pursuant to a unanimous written consent of the Board of Directors executed by all directors on September 17, 2026, in consideration of services rendered to the issuer during the period July 1, 2025 through June 30, 2026. Each RSU represents the right to receive one share of common stock, settles solely in shares of common stock on a one-for-one basis and may not be settled in cash. F5: The RSUs were 100% vested as of the grant date and are not subject to any continued-service requirement, forfeiture condition or issuer repurchase right. The underlying shares are to be delivered as promptly as practicable following the grant date and in all events no later than March 15, 2027. F2: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d). F6: The RSUs were granted at no cash cost to the reporting person. The number of RSUs was determined by dividing the target grant value approved by the Board ($206,606) by $4.73, the 30-calendar-day volume-weighted average price of the issuer's common stock as reported by OTC Markets for the period ended September 15, 2026, rounded to the nearest whole unit. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued in settlement of accrued fees for services rendered to the issuer, at $0.50 per share, as approved by the Board of Directors at its meeting held March 11, 2026.
F2: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d).
F3: Shares issued in settlement of accrued compensation for the period April 1 through June 30, 2026, at $3.03 per share, the volume-weighted average price of the issuer's common stock for May 2026, as approved by the Board of Directors.
F4: Represents restricted stock units ("RSUs") granted under the Vertical Data Inc. 2024 Stock Incentive Plan pursuant to a unanimous written consent of the Board of Directors executed by all directors on September 17, 2026, in consideration of services rendered to the issuer during the period July 1, 2025 through June 30, 2026. Each RSU represents the right to receive one share of common stock, settles solely in shares of common stock on a one-for-one basis and may not be settled in cash.
F5: The RSUs were 100% vested as of the grant date and are not subject to any continued-service requirement, forfeiture condition or issuer repurchase right. The underlying shares are to be delivered as promptly as practicable following the grant date and in all events no later than March 15, 2027.
F6: The RSUs were granted at no cash cost to the reporting person. The number of RSUs was determined by dividing the target grant value approved by the Board ($206,606) by $4.73, the 30-calendar-day volume-weighted average price of the issuer's common stock as reported by OTC Markets for the period ended September 15, 2026, rounded to the nearest whole unit.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Oct 9, 2026 19:08 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 43,680 | $0.00 | $0.00 |
DisclosureSEC source: 0002117480-26-000002 · creatura_form4.xml · nonDerivative · entry 3 Creatura Christopher · CIK 0002117480 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,144,909 F4 · security: Represents restricted stock units ("RSUs") granted under the Vertical Data Inc. 2024 Stock Incentive Plan pursuant to a unanimous written consent of the Board of Directors executed by all directors on September 17, 2026, in consideration of services rendered to the issuer during the period July 1, 2025 through June 30, 2026. Each RSU represents the right to receive one share of common stock, settles solely in shares of common stock on a one-for-one basis and may not be settled in cash. F5 · security: The RSUs were 100% vested as of the grant date and are not subject to any continued-service requirement, forfeiture condition or issuer repurchase right. The underlying shares are to be delivered as promptly as practicable following the grant date and in all events no later than March 15, 2027. F2 · kind: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d). F6 · price: The RSUs were granted at no cash cost to the reporting person. The number of RSUs was determined by dividing the target grant value approved by the Board ($206,606) by $4.73, the 30-calendar-day volume-weighted average price of the issuer's common stock as reported by OTC Markets for the period ended September 15, 2026, rounded to the nearest whole unit. Read SEC document |
| May 26, 2026 Filed Oct 9, 2026 19:08 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 14,850 | $3.03 | $44,995.50 |
DisclosureSEC source: 0002117480-26-000002 · creatura_form4.xml · nonDerivative · entry 2 Creatura Christopher · CIK 0002117480 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,101,229 F3 · security: Shares issued in settlement of accrued compensation for the period April 1 through June 30, 2026, at $3.03 per share, the volume-weighted average price of the issuer's common stock for May 2026, as approved by the Board of Directors. F2 · kind: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| March 11, 2026 Filed Oct 9, 2026 19:08 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 480,000 | $0.50 | $240,000.00 |
DisclosureSEC source: 0002117480-26-000002 · creatura_form4.xml · nonDerivative · entry 1 Creatura Christopher · CIK 0002117480 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,086,379 F1 · security: Shares issued in settlement of accrued fees for services rendered to the issuer, at $0.50 per share, as approved by the Board of Directors at its meeting held March 11, 2026. F2 · kind: Each such transaction was approved by the Board of Directors of the issuer and is intended to be exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.