Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FiscalNote Holdings, Inc.NOTE · Entity 8522 | Director | February 09, 2026 | February 12, 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 February 09, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectGerald Yao Revocable Trust Dated January 10, 2019 | 37,727 |
Reported balance
After 2026-02-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-09 · Tax withholding · Disposed 42 · Balance 37,727 F1: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the Reporting Person's tax obligation upon the vesting of 105 restricted stock units. F2: The Reporting Person is Trustee of this Trust. |
| Class A Common StockSEC Table I · non-derivative | Direct | 333 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 333 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the Reporting Person's tax obligation upon the vesting of 105 restricted stock units.
F2: The Reporting Person is Trustee of this Trust.
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 |
|---|---|---|---|---|---|---|
| February 09, 2026 Filed Feb 12, 2026 00:28 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 42 | $1.22 | $51.24 |
DisclosureSEC source: 0001193125-26-047168 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 37,727 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the Reporting Person's tax obligation upon the vesting of 105 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 01:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 353 | $1.57 | $554.21 |
DisclosureSEC source: 0001193125-26-019893 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 37,769 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the Reporting Person's tax obligation upon the vesting of 893 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| October 17, 2025 Filed Oct 22, 2025 00:34 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 305 | $4.25 | $1,296.25 |
DisclosureSEC source: 0001193125-25-245570 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 38,122 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the Reporting Person's tax obligation upon the vesting of 893 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| August 07, 2025 Filed Aug 20, 2025 00:14 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 416 | $0.63 | $262.25 |
DisclosureSEC source: 0000950170-25-110307 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 461,601 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 1,250 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 21:44 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 13,927 | $0.65 | $9,053.94 |
DisclosureSEC source: 0000950170-25-097347 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 462,017 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 42,814 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| May 28, 2025 Filed May 29, 2025 22:58 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 280,854 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079228 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 475,944 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. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| May 07, 2025 Filed Sep 26, 2025 21:34 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 40 | $7.63 | $305.20 |
DisclosureSEC source: 0001193125-25-220842 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 16,217 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the Reporting Person's tax obligation upon the vesting of 104 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 21:42 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 483 | $1.28 | $618.24 |
DisclosureSEC source: 0000950170-25-017976 · ownership.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: Plan reported Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 195,090 F3 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 1,251 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 23:03 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 2,750 | $1.50 | $4,125.00 |
DisclosureSEC source: 0000950170-25-008436 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: Plan reported Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 190,289 F1 · shares: The sale reported on this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted on March 19, 2024. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| December 31, 2024 Filed Feb 11, 2025 21:42 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 5,284 | $0.91 | $4,808.44 |
DisclosureSEC source: 0000950170-25-017976 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: Plan reported Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 195,573 F1 · shares: These shares were acquired under the FiscalNote Holdings, Inc. 2022 Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 21:50 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 2,750 | $1.50 | $4,125.00 |
DisclosureSEC source: 0000950170-24-138528 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: Plan reported Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 193,039 F1 · shares: The sales reported on this Form 4 were made in multiple transactions, each at a price of $1.50 per share, pursuant to a Rule 10b5-1 trading plan adopted on March 19, 2024. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 914 | $0.95 | $868.30 |
DisclosureSEC source: 0000950170-24-125561 · ownership.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 195,789 F3 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,743 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 21:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 417 | $0.95 | $396.15 |
DisclosureSEC source: 0000950170-24-125561 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 196,703 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 1,250 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| October 07, 2024 Filed Oct 9, 2024 21:04 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 914 | $1.17 | $1,069.38 |
DisclosureSEC source: 0000950170-24-113789 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 197,120 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 21:08 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.19 | $1,260.21 |
DisclosureSEC source: 0000950170-24-105578 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 198,034 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| August 07, 2024 Filed Aug 9, 2024 23:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.39 | $1,472.01 |
DisclosureSEC source: 0000950170-24-094978 · ownership.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 199,093 F3 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| August 07, 2024 Filed Aug 9, 2024 23:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 483 | $1.39 | $671.37 |
DisclosureSEC source: 0000950170-24-094978 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 200,152 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 1,251 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| August 06, 2024 Filed Aug 7, 2024 20:27 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GiftClass B Common Stock · Derivative | 68,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-092852 · ownership.xml · derivative · entry 2 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust, dated January 10, 2019 Disclosed balance after: 1,182,298 Underlying: Class A Common Stock · 68,305 shares Expires 2029-07-29 F1 · derivative.exercise_price: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F2 · kind: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F2 · price: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F1 · derivative.exercise_date: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F3 · ownership.nature: The Reporting Person is trustee of this trust. Read SEC document |
| August 06, 2024 Filed Aug 7, 2024 20:27 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GiftClass B Common Stock · Derivative | 68,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-092852 · ownership.xml · derivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao 2021 GRAT Disclosed balance after: 0 Underlying: Class A Common Stock · 68,305 shares Expires 2029-07-29 F1 · derivative.exercise_price: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F2 · kind: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F2 · price: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F1 · derivative.exercise_date: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F3 · ownership.nature: The Reporting Person is trustee of this trust. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 21:26 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 2,750 | $1.94 | $5,335.00 |
DisclosureSEC source: 0000950170-24-085349 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: Plan reported Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 72,064 F1 · shares: The sales reported on this Form 4 were made in multiple transactions, each at a price of $1.94 per share, pursuant to a Rule 10b5-1 trading plan adopted on March 19, 2024. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| July 17, 2024 Filed Aug 2, 2024 00:27 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantStock Options (Right to Buy) · Derivative | 85,714 | $0.00 Strike: $1.97 | $0.00 |
DisclosureSEC source: 0000950170-24-089547 · ownership.xml · derivative · entry 3 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,714 Underlying: Class A Common Stock · 85,714 shares Expires 2034-07-16 F3 · derivative.exercise_date: One-fourth (1/4) of the shares subject to the option will vest on July 17, 2025. An additional one-sixteenth (1/16) of the aggregate number of shares subject to the option will vest on the corresponding day of each quarter thereafter (or if there is no such corresponding day, on the last day of such month). Read SEC document |
| July 17, 2024 Filed Aug 2, 2024 00:27 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 128,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-089547 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 200,635 F1 · shares: Represents restricted stock units ("RSUs"), which upon vesting of the unit, represent the right to receive one share of the issuer's Class A Common Stock. One-third (1/3) of the total number of RSUs will vest on the first anniversary of the vesting commencement date. One-twelfth (1/12) of the total number of RSUs will vest on the corresponding day of each quarter thereafter (and if there is no corresponding day, the last day of such month). The vesting commencement date is July 17, 2024. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| July 08, 2024 Filed Jul 10, 2024 21:13 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.79 | $1,895.61 |
DisclosureSEC source: 0000950170-24-082768 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 74,814 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| June 24, 2024 Filed Jun 26, 2024 21:01 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 2,750 | $1.50 | $4,125.00 |
DisclosureSEC source: 0000950170-24-077938 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: Plan reported Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 75,873 F1 · shares: The sale reported on this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted on March 19, 2024. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 21:09 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.14 | $1,207.26 |
DisclosureSEC source: 0000950170-24-072035 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 78,623 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| May 07, 2024 Filed May 9, 2024 20:44 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.30 | $1,376.70 |
DisclosureSEC source: 0000950170-24-057173 · ownership.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 79,682 F3 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| May 07, 2024 Filed May 9, 2024 20:44 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 483 | $1.30 | $627.90 |
DisclosureSEC source: 0000950170-24-057173 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 80,741 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 1,250 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 20:22 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.40 | $1,482.60 |
DisclosureSEC source: 0000950170-24-043374 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 81,224 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 20:28 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | SaleClass A Common Stock | 4,000 | $1.80 | $7,200.00 |
DisclosureSEC source: 0000950170-24-034201 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 82,283 F1 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| March 07, 2024 Filed Mar 12, 2024 11:55 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $2.06 | $2,181.54 |
DisclosureSEC source: 0000950170-24-029659 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 86,283 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,743 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 23:18 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.43 | $1,514.37 |
DisclosureSEC source: 0000950170-24-013437 · ownership.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 87,342 F3 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 23:18 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,929 | $1.43 | $2,758.47 |
DisclosureSEC source: 0000950170-24-013437 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 88,401 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 4,995 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 22:47 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,059 | $1.06 | $1,122.54 |
DisclosureSEC source: 0000950170-24-003697 · ownership.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · CSO and Director 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 90,330 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 22:15 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 889 | $1.20 | $1,066.80 |
DisclosureSEC source: 0001209191-23-058092 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 91,389 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| November 07, 2023 Filed Nov 9, 2023 21:15 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 801 | $1.41 | $1,129.41 |
DisclosureSEC source: 0001209191-23-054820 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 92,278 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| October 10, 2023 Filed Oct 13, 2023 00:40 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 801 | $2.12 | $1,698.12 |
DisclosureSEC source: 0001209191-23-052741 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 93,079 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 23:50 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 801 | $1.96 | $1,569.96 |
DisclosureSEC source: 0001209191-23-049036 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 93,880 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:10 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 969 | $3.20 | $3,100.80 |
DisclosureSEC source: 0001209191-23-044967 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 94,681 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| July 07, 2023 Filed Jul 11, 2023 20:15 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 971 | $3.77 | $3,660.67 |
DisclosureSEC source: 0001209191-23-042008 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust Dated January 10, 2019 Disclosed balance after: 95,650 F1 · shares: Represents shares of the Issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:43 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 4,000 | $3.09 | $12,376.00 |
DisclosureSEC source: 0001209191-23-041224 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 F1 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 21:06 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 972 | $2.41 | $2,342.52 |
DisclosureSEC source: 0001209191-23-035503 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 96,621 F1 · shares: Represents shares of the issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,743 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| May 09, 2023 Filed May 10, 2023 20:31 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 971 | $1.66 | $1,611.86 |
DisclosureSEC source: 0001209191-23-028494 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 97,593 F1 · shares: Represents shares of the issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| April 10, 2023 Filed Apr 11, 2023 20:38 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 971 | $2.24 | $2,175.04 |
DisclosureSEC source: 0001209191-23-024018 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 98,564 F1 · shares: Represents shares of the issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 22:30 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 971 | $2.00 | $1,942.00 |
DisclosureSEC source: 0001209191-23-017614 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 99,535 F1 · shares: Represents shares of the issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| February 07, 2023 Filed Feb 10, 2023 00:07 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantEmployee Stock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $3.60 | $0.00 |
DisclosureSEC source: 0001209191-23-008165 · doc4.xml · derivative · entry 3 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires 2033-02-06 F4 · derivative.exercise_date: These Stock Options (the "Options") vest over a four year period as follows: One-fourth (1/4th) of the Options will vest on the one-year anniversary of February 7, 2023, with the remainder vesting ratably each fiscal quarter thereafter. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| February 07, 2023 Filed Feb 10, 2023 00:07 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 1,465 | $3.60 | $5,274.00 |
DisclosureSEC source: 0001209191-23-008165 · doc4.xml · nonDerivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 100,506 F3 · shares: Represents shares of the issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| February 07, 2023 Filed Feb 10, 2023 00:07 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GrantClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008165 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 101,971 F1 · shares: Each RSU represents a contingent right to receive one share of Class A Common Stock. These Restricted Stock Units ("RSUs") vest over three years. One-third (1/3rd) of the RSUs will vest on the one-year anniversary of February 7, 2023, with the remainder vesting ratably each fiscal quarter thereafter. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| January 09, 2023 Filed Jan 11, 2023 22:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | Tax withholdingClass A Common Stock | 971 | $6.14 | $5,961.94 |
DisclosureSEC source: 0001209191-23-003051 · doc4.xml · nonDerivative · entry 1 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao Revocable Trust, Dated January 10, 2019 Disclosed balance after: 86,971 F1 · shares: Represents shares of the issuer's Class A Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of 2,742 restricted stock units. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 22:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GiftClass B Common Stock · Derivative | 14,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003051 · doc4.xml · derivative · entry 3 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao Revocable Trust, dated January 10 2019 Disclosed balance after: 1,113,993 Underlying: Class A Common Stock · 1,113,993 shares Expires 2029-07-29 F3 · derivative.exercise_price: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F4 · kind: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F4 · price: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F3 · derivative.exercise_date: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. Read SEC document |
| January 06, 2023 Filed Jan 11, 2023 22:37 UTC | FiscalNote Holdings, Inc. NOTE · Entity 8522 | GiftClass B Common Stock · Derivative | 14,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003051 · doc4.xml · derivative · entry 2 Yao Gerald · CIK 0001937749 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Gerald Yao 2021 GRAT Disclosed balance after: 68,305 Underlying: Class A Common Stock · 68,305 shares Expires 2029-07-29 F3 · derivative.exercise_price: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F4 · kind: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F4 · price: These shares were transferred from the Gerald Yao 2021 GRAT to the Gerald Yao Revocable Trust, dated January 10, 2019 with no consideration. F3 · derivative.exercise_date: Shares of the Class B Common Stock are convertible into shares of Class A Common Stock on a one-for-one basis at any time, and will be automatically converted into an equal number of shares of Class A Common Stock upon the occurrence of certain events as set forth in Issuer's Certificate of Incorporation. F2 · ownership.nature: The Reporting Person is Trustee of this Trust. 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.