Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertical Data Inc.VDTA · Entity 9937 | Director | September 17, 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 September 17, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 389,212 |
Reported balance
After 2026-09-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 31,712 · Balance 389,212 F1: 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. F2: 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. F3: Each grant 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). F4: 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 ($150,000) 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. |
| Common StockSEC Table I · non-derivative | Direct | 407,061 |
Reported balance
After 2026-10-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-06 · Grant · Acquired 17,849 · Balance 407,061 F5: Represents RSUs granted under the plan referred to in footnote 1 as the annual grant to non-employee directors under the issuer's Non-Employee Director Compensation Policy for the service period July 1, 2026 through June 30, 2027, pursuant to a unanimous written consent of the Board of Directors executed by all directors on October 6, 2026. Each RSU represents the right to receive one share of common stock. 4,462 RSUs vested on the grant date, and the remaining RSUs vest in installments of 4,462 on December 31, 2026, 4,462 on March 31, 2027 and 4,463 on June 30, 2027, subject to continued service on the Board. Vested RSUs settle in shares of common stock as soon as practicable following each vesting date. F3: Each grant 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 $100,000 by $5.6023, the 30-day volume-weighted average price of the issuer's common stock as reported by OTC Markets for the period ended October 5, 2026, rounded down to the nearest whole unit. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: Each grant 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).
F4: 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 ($150,000) 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.
F5: Represents RSUs granted under the plan referred to in footnote 1 as the annual grant to non-employee directors under the issuer's Non-Employee Director Compensation Policy for the service period July 1, 2026 through June 30, 2027, pursuant to a unanimous written consent of the Board of Directors executed by all directors on October 6, 2026. Each RSU represents the right to receive one share of common stock. 4,462 RSUs vested on the grant date, and the remaining RSUs vest in installments of 4,462 on December 31, 2026, 4,462 on March 31, 2027 and 4,463 on June 30, 2027, subject to continued service on the Board. Vested RSUs settle in shares of common stock as soon as practicable following each vesting date.
F6: The RSUs were granted at no cash cost to the reporting person. The number of RSUs was determined by dividing $100,000 by $5.6023, the 30-day volume-weighted average price of the issuer's common stock as reported by OTC Markets for the period ended October 5, 2026, rounded down 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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 9, 2026 18:57 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 17,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001134835-26-000007 · hackett_form4.xml · nonDerivative · entry 2 HACKETT DAVID · CIK 0001134835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 407,061 F5 · security: Represents RSUs granted under the plan referred to in footnote 1 as the annual grant to non-employee directors under the issuer's Non-Employee Director Compensation Policy for the service period July 1, 2026 through June 30, 2027, pursuant to a unanimous written consent of the Board of Directors executed by all directors on October 6, 2026. Each RSU represents the right to receive one share of common stock. 4,462 RSUs vested on the grant date, and the remaining RSUs vest in installments of 4,462 on December 31, 2026, 4,462 on March 31, 2027 and 4,463 on June 30, 2027, subject to continued service on the Board. Vested RSUs settle in shares of common stock as soon as practicable following each vesting date. F3 · kind: Each grant 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 $100,000 by $5.6023, the 30-day volume-weighted average price of the issuer's common stock as reported by OTC Markets for the period ended October 5, 2026, rounded down to the nearest whole unit. Read SEC document |
| September 17, 2026 Filed Oct 9, 2026 18:57 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 31,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001134835-26-000007 · hackett_form4.xml · nonDerivative · entry 1 HACKETT DAVID · CIK 0001134835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,212 F1 · 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. F2 · 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. F3 · kind: Each grant 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). F4 · 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 ($150,000) 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 |
| January 23, 2026 Filed Oct 9, 2026 18:55 UTC Amendment | Vertical Data Inc. VDTA · Entity 9937 | Exercise / conversionCommon Stock | 187,500 | $0.05 | $9,375.00 |
DisclosureSEC source: 0001134835-26-000005 · hackett_form4a.xml · nonDerivative · entry 1 HACKETT DAVID · CIK 0001134835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: This Amendment No. 1 amends the Form 4 filed March 26, 2026 to amend the Table I line reporting the January 23, 2026 exercise of stock options. The original Form 4 reported a price of $0.50 per share. The exercise price of the options is $0.05 per share, as set forth in the applicable Stock Option Notice. The number of shares acquired and the number of shares beneficially owned following the transaction are unchanged. Read SEC document |
| January 23, 2026 Filed Mar 26, 2026 10:56 UTC | Vertical Data Inc. VDTA · Entity 9937 | Tax withholdingStock Option (Right to Buy) · Derivative | 20,833 | $0.05 Strike: $0.05 | $1,041.65 |
DisclosureSEC source: 0001134835-26-000003 · primary_doc.xml · derivative · entry 3 HACKETT DAVID · CIK 0001134835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,583 Underlying: Common Stock · 20,833 shares Expires 2034-07-01 F1 · derivative.exercise_date: 33.33 of the granted options vested on the first anniversary of the grant date with the remaining 66.66% vesting in equal monthly installments over the remaining 24 months of the vesting period F2 · derivative.underlying_shares: The 20,833 common shares underlying the exercised options were withheld to settle tax obligations on overall option exercise and are therefore not reflected in Table I Read SEC document |
| January 23, 2026 Filed Mar 26, 2026 10:56 UTC | Vertical Data Inc. VDTA · Entity 9937 | Exercise / conversionStock Option (Right to Buy) · Derivative | 187,500 | $0.05 Strike: $0.05 | $9,375.00 |
DisclosureSEC source: 0001134835-26-000003 · primary_doc.xml · derivative · entry 2 HACKETT DAVID · CIK 0001134835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,583 Underlying: Common Stock · 187,500 shares Expires 2034-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 33.33 of the granted options vested on the first anniversary of the grant date with the remaining 66.66% vesting in equal monthly installments over the remaining 24 months of the vesting period Read SEC document |
| January 23, 2026 Filed Mar 26, 2026 10:56 UTC | Vertical Data Inc. VDTA · Entity 9937 | Exercise / conversionCommon Stock | 187,500 | $0.50 | $93,750.00 |
DisclosureSEC source: 0001134835-26-000003 · primary_doc.xml · nonDerivative · entry 1 HACKETT DAVID · CIK 0001134835 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 357,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.