Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertical Data Inc.VDTA · Entity 9937 | Head of Business Development | May 26, 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 May 26, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,104,850 |
Reported balance
After 2026-05-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 14,850 · Balance 1,104,850 F1: 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: The 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). |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The 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).
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 |
|---|---|---|---|---|---|---|
| May 26, 2026 Filed Oct 9, 2026 19:03 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 14,850 | $3.03 | $44,995.50 |
DisclosureSEC source: 0002116307-26-000008 · nickel_form4.xml · nonDerivative · entry 1 Nickel Jesse · CIK 0002116307 · Head of Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,104,850 F1 · 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: The 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 19:03 UTC Amendment | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 300,000 | $0.50 | $150,000.00 |
DisclosureSEC source: 0002116307-26-000007 · nickel_form4a.xml · nonDerivative · entry 1 Nickel Jesse · CIK 0002116307 · Head of Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,090,000 F1 · security: This Amendment also amends the Table I line reporting the acquisition of 300,000 shares of common stock, which the original Form 4 reported as occurring on March 1, 2026 at a price of $0.05 per share. 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: The 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 01, 2026 Filed Mar 23, 2026 18:11 UTC | Vertical Data Inc. VDTA · Entity 9937 | GrantCommon Stock | 300,000 | $0.05 | $15,000.00 |
DisclosureSEC source: 0002116307-26-000002 · primary_doc.xml · nonDerivative · entry 2 Nickel Jesse · CIK 0002116307 · Head of Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,090,000 F1 · date: 300,000 common shares were issued to the beneficial owner in lieu of salary for the period between June 2025 through March 2026 Read SEC document |
| January 23, 2026 Filed Mar 23, 2026 18:11 UTC | Vertical Data Inc. VDTA · Entity 9937 | Exercise / conversionStock Option (Right to Buy) · Derivative | 625,000 | $0.05 Strike: $0.05 | $31,250.00 |
DisclosureSEC source: 0002116307-26-000002 · primary_doc.xml · derivative · entry 3 Nickel Jesse · CIK 0002116307 · Head of Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,750 Underlying: Common Stock · 625,000 shares Expires 2034-10-01 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. F2 · derivative.exercise_date: 25% of the granted options vested immediately on the grant date with the remaining 75% vesting ratably on a monthly basis over the three-year vesting period Read SEC document |
| January 23, 2026 Filed Mar 23, 2026 18:11 UTC | Vertical Data Inc. VDTA · Entity 9937 | Exercise / conversionCommon Stock | 625,000 | $0.05 | $31,250.00 |
DisclosureSEC source: 0002116307-26-000002 · primary_doc.xml · nonDerivative · entry 1 Nickel Jesse · CIK 0002116307 · Head of Business Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 790,000 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.