Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FiscalNote Holdings, Inc.NOTE · Entity 8522 | Director · President and CEO | October 06, 2026 | October 08, 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.
FiscalNote Holdings, Inc.
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 714,166 |
Reported balance
After 2026-10-06 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-10-06 · Other · Acquired 193,479 · Balance 714,166 F1: Distribution from GPO FN Noteholder, LLC to Urgent Capital LLC as an in-kind payment pursuant to a profits interest in GPO FN Noteholder, LLC held by Urgent Capital LLC. F2: The shares are beneficially owned by Urgent Capital LLC. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital LLC. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital LLC. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 15,335 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,335 F3: The shares are beneficially owned by Global Public Offering Master Fund, L.P ("GPO Master Fund"). The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,496,264 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,496,264 |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution from GPO FN Noteholder, LLC to Urgent Capital LLC as an in-kind payment pursuant to a profits interest in GPO FN Noteholder, LLC held by Urgent Capital LLC.
F2: The shares are beneficially owned by Urgent Capital LLC. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital LLC. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital LLC.
F3: The shares are beneficially owned by Global Public Offering Master Fund, L.P ("GPO Master Fund"). The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund.
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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 8, 2026 20:50 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | OtherClass A Common Stock | 193,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-418023 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 714,166 F1 · kind: Distribution from GPO FN Noteholder, LLC to Urgent Capital LLC as an in-kind payment pursuant to a profits interest in GPO FN Noteholder, LLC held by Urgent Capital LLC. F2 · ownership.nature: The shares are beneficially owned by Urgent Capital LLC. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital LLC. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital LLC. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 20:43 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 1,450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-321139 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,496,264 F1 · shares: Represents shares of restricted stock that are subject to the achievement of performance milestones tied to increases in the volume weighted average price of the Issuer's Class A Common Stock over a period of either five or 10 years and satisfaction of service-based vesting requirements. Read SEC document |
| July 09, 2026 Filed Jul 10, 2026 23:15 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | OtherClass A Common Stock | 89,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-301149 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 520,687 F1 · kind: Distribution from GPO FN Noteholder, LLC to Urgent Capital LLC as an in-kind payment pursuant to a profits interest in GPO FN Noteholder, LLC held by Urgent Capital LLC. F2 · ownership.nature: The shares are beneficially owned by Urgent Capital LLC. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital LLC. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital LLC. Read SEC document |
| May 06, 2026 Filed May 7, 2026 21:00 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | OtherClass A Common Stock | 431,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-212350 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 446,729 F1 · kind: Distribution from GPO FN Noteholder, LLC to Global Public Offering Master Fund, L.P ("GPO Master Fund") as an in-kind payment pursuant to a profits interest in GPO FN Noteholder, LLC held by Urgent Capital LLC. Urgent Capital LLC has directed that the shares be delivered directly to GPO Master Fund as part of an immediate in-kind contribution to GPO Master Fund by Urgent International Inc., the managing member of Urgent Capital LLC. F2 · ownership.nature: The shares are beneficially owned by GPO Master Fund. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund. Read SEC document |
| May 06, 2026 Filed May 13, 2026 21:08 UTC Amendment | FiscalNote Holdings, Inc. NOTE · Entity 8522 | OtherClass A Common Stock | 431,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-221927 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 431,516 F1 · kind: Distribution from GPO FN Noteholder, LLC to Urgent Capital LLC as an in-kind payment pursuant to a profits interest in GPO FN Noteholder, LLC held by Urgent Capital LLC. F2 · ownership.nature: The shares are beneficially owned by Urgent Capital LLC. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital LLC. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital LLC. Read SEC document |
| May 28, 2025 Filed May 29, 2025 22:50 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 280,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079220 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,169 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest on the date of the Issuer's 2026 annual meeting of stockholders. Read SEC document |
| May 29, 2024 Filed Jun 1, 2024 01:23 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 134,615 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067611 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,315 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest on the date of the Issuer's 2025 annual meeting of stockholders. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 20:28 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 29,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035385 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,466 F1 · kind: These shares were distributed to certain members of Urgent Capital LLC ("Urgent Capital") upon such members redeeming their respective membership interests in Urgent Capital. F2 · ownership.nature: The shares are beneficially owned by Urgent Capital. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 20:20 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 109,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047956 · doc4.xml · nonDerivative · entry 2 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 214,897 F1 · kind: These shares were distributed to certain limited partners of Global Public Offering Master Fund, L.P ("GPO Master Fund") upon such limited partners redeeming their respective partnership interests in GPO Master Fund. F2 · ownership.nature: The shares are beneficially owned by GPO Master Fund. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 20:20 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 397,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047956 · doc4.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 324,477 F1 · kind: These shares were distributed to certain limited partners of Global Public Offering Master Fund, L.P ("GPO Master Fund") upon such limited partners redeeming their respective partnership interests in GPO Master Fund. F2 · ownership.nature: The shares are beneficially owned by GPO Master Fund. The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 23:00 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 82,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034024 · doc4.xml · nonDerivative · entry 3 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,700 F3 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest on the date of the Issuer's 2024 annual meeting of stockholders. Read SEC document |
| October 05, 2022 Filed Oct 7, 2022 22:25 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 27,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053178 · doc4.xml · nonDerivative · entry 3 Compton Key · CIK 0001937699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,541 F3 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest on the date of the Issuer's 2023 annual meeting of stockholders. Read SEC document |
| July 29, 2022 Filed Aug 3, 2022 00:21 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 30,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-027492 · doc4.xml · nonDerivative · entry 3 Compton Key · CIK 0001937699 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 30,865 F1 · kind: These securities were issued on the closing date of the merger (the "Business Combination") contemplated by the Agreement and Plan or Merger, dated as of November 7, 2021, as amended by the First Amendment to Agreement and Plan of Merger, dated as of May 9, 2022 (the "Merger Agreement"), by and among FiscalNote Holdings, Inc. (f/k/a Duddell Street Acquisition Corp.) ("DSAC"), Grassroots Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of DSAC, and FiscalNote Intermediate Holdco, Inc. (f/k/a FiscalNote Holdings, Inc.), a Delaware corporation ("Legacy FiscalNote"), in exchange for Legacy FiscalNote securities. F6 · price: Received in the Business Combination in exchange for 26,003 shares of Class A common stock of Legacy FiscalNote. F7 · ownership.nature: The shares are beneficially owned by Urgent Capital LLC ("Urgent Capital"). The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of Urgent Capital. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by Urgent Capital Read SEC document |
| July 29, 2022 Filed Aug 3, 2022 00:21 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 29,675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-027492 · doc4.xml · nonDerivative · entry 2 Compton Key · CIK 0001937699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,675 F1 · kind: These securities were issued on the closing date of the merger (the "Business Combination") contemplated by the Agreement and Plan or Merger, dated as of November 7, 2021, as amended by the First Amendment to Agreement and Plan of Merger, dated as of May 9, 2022 (the "Merger Agreement"), by and among FiscalNote Holdings, Inc. (f/k/a Duddell Street Acquisition Corp.) ("DSAC"), Grassroots Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of DSAC, and FiscalNote Intermediate Holdco, Inc. (f/k/a FiscalNote Holdings, Inc.), a Delaware corporation ("Legacy FiscalNote"), in exchange for Legacy FiscalNote securities. F4 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units were granted with both (a) an event-based vesting condition and (b) a service-based vesting condition, both of which must be satisfied in order for the restricted stock units to vest. The event-based vesting condition was satisfied on August 1, 2022, the first trading date of the Issuer's securities on the New York Stock Exchange. The service-based condition will be satisfied as to 50% of the total number of restricted stock units on the first anniversary of the vesting commencement date, and as to an additional 1/24th of the total number of restricted stock units on the corresponding day of each month following the first anniversary of the vesting commencement date (and, if there is no corresponding day, the last day of the month) until the second anniversary of the vesting commencement date. The vesting commencement date is February 11, 2021. F5 · price: Received in the Business Combination in exchange for 25,000 restricted stock units of Legacy FiscalNote. Read SEC document |
| July 29, 2022 Filed Aug 3, 2022 00:21 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 721,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-027492 · doc4.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 721,510 F1 · kind: These securities were issued on the closing date of the merger (the "Business Combination") contemplated by the Agreement and Plan or Merger, dated as of November 7, 2021, as amended by the First Amendment to Agreement and Plan of Merger, dated as of May 9, 2022 (the "Merger Agreement"), by and among FiscalNote Holdings, Inc. (f/k/a Duddell Street Acquisition Corp.) ("DSAC"), Grassroots Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of DSAC, and FiscalNote Intermediate Holdco, Inc. (f/k/a FiscalNote Holdings, Inc.), a Delaware corporation ("Legacy FiscalNote"), in exchange for Legacy FiscalNote securities. F2 · price: Received in the Business Combination in exchange for 607,841 shares of Class A common stock of Legacy FiscalNote. F3 · ownership.nature: The shares are beneficially owned by Global Public Offering Master Fund, L.P. ("GPO Master Fund"). The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund. Read SEC document |
| July 29, 2022 Filed Sep 26, 2025 21:40 UTC Amendment | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 57,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-220856 · ownership.xml · nonDerivative · entry 1 Compton Key · CIK 0001937699 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 57,553 F1 · kind: These securities were issued on the closing date of the merger (the "Business Combination") contemplated by the Agreement and Plan or Merger, dated as of November 7, 2021, as amended by the First Amendment to Agreement and Plan of Merger, dated as of May 9, 2022 (the "Merger Agreement"), by and among FiscalNote Holdings, Inc. (f/k/a Duddell Street Acquisition Corp.) ("DSAC"), Grassroots Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of DSAC, and FiscalNote Intermediate Holdco, Inc. (f/k/a FiscalNote Holdings, Inc.), a Delaware corporation ("Legacy FiscalNote"), in exchange for Legacy FiscalNote securities. F2 · price: Received in the Business Combination in exchange for 607,841 shares of Class A common stock of Legacy FiscalNote. F3 · ownership.nature: The shares are beneficially owned by Global Public Offering Master Fund, L.P. ("GPO Master Fund"). The Reporting Person is a managing director of Urgent International Inc., which is the owner and operator of GPO Master Fund and its affiliated entities and the investment advisor for GPO Master Fund. As such, the Reporting Person may be deemed to have voting and dispositive power over the shares held by GPO Master Fund. 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.