NOTEOTCServices-Business Services, NECFiscal year ends December 31Also trades as NOTEW
FiscalNote Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$0.01−0.00 (-14.35%)
Close on Oct 19, 2026
- Market cap
- $334.66K
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
0
0 new, 4 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $38.28K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Timothy Hwang | 10,312,918 | 7.98% | 13D (active) amendment | Nov 9, 2023 |
| Keith Nilsson | 10,236,809 | 8.46% | 13D (active) amendment | Dec 15, 2023 |
Top institutional holders
13F holdings as of Mar 31, 2026
| Holder | Shares | % of NOTE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 5,587 | – | $1.42K | +2,743 | 0.00% |
| CoreCap Advisors, LLC | 285 | – | $73 | – | 0.00% |
| Rockefeller Capital Management L.P. | 83 | – | $21 | – | 0.00% |
| Danske Bank A/S | 1 | – | $0 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | 0M | 0 / 0 | 0 / 4 | 0M | 0M |
| Q1 2026 | 4 | 0M | 0 / 1 | 0 / 46 | 0M | 2M |
| Q4 2025 | 51 | 2M | 13 / 14 | 11 / 7 | 1M | 0M |
| Q3 2025 | 46 | 4M | 46 / 0 | 0 / 0 | 4M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Key Compton | President and CEO, Director | 1,511,599 | Jul 28, 2026 |
| Josh Resnik | President and CEO | 198,434 | Jul 29, 2026 |
| Todd Aman | Chief Legal & Admin. Officer | 32,893 | Jul 29, 2026 |
| Paul Donnell | Chief Accounting Officer | 34,078 | Feb 17, 2026 |
| Jon Slabaugh | CFO and SVP, Corp. Dev. | 107,582 | Jan 22, 2026 |
| Gerald Yao | Director | 1,220,358 | Feb 11, 2026 |
| Tim Hwang | Director, 10% owner | 7,309,140 | Feb 4, 2026 |
| Brandon Sweeney | Director | 64,223 | Dec 9, 2025 |
| Anna Sedgley | Director | 59,998 | Dec 3, 2025 |
| Keith Nilsson | Director | 902,887 | Dec 3, 2025 |
| Manoj Jain | Director, 10% owner | 2,460,756 | Dec 3, 2025 |
| Michael John Callahan | Director | 555,169 | May 29, 2025 |
| Stanley A. McChrystal | Director | 425,989 | Mar 12, 2025 |
| Conrad Yiu | Director | 3,073,778 | Dec 16, 2024 |
| Sohit Khurana | 10% owner | 29,459,004 | Jun 4, 2025 |
| V. Partners LLC Star | 10% owner | – | Mar 18, 2025 |
| Partners Llc - Series A. Blackwell | 10% owner | 29,023,756 | Mar 18, 2025 |
| CAPITAL PARTNERS Ltd MASO | 10% owner | 28,913,731 | Mar 18, 2025 |
| Capital Investments Ltd Maso | 10% owner | 29,158,371 | Mar 18, 2025 |
| Street Holdings Ltd Duddell | 10% owner | 29,164,371 | Mar 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Key Compton President and CEO, Director | Jul 24, 2026 | Award | +1,450,000 | – | – | 1,496,264 |
| Key Compton President and CEO, Director | Jul 9, 2026 | Other | +89,171 | – | – | 520,687 |
| Todd Aman Chief Legal & Admin. Officer | Jul 1, 2026 | Tax withholding | −1,901 | $0.12 | $228 | 32,893 |
| Josh Resnik President and CEO | Jun 26, 2026 | Tax withholding | −5,295 | $0.11 | $582 | 198,434 |
| Josh Resnik President and CEO | Jun 26, 2026 | Tax withholding | −10,245 | $0.11 | $1.13K | 188,189 |
| Josh Resnik President and CEO | Jun 26, 2026 | Tax withholding | −32,148 | $0.11 | $3.54K | 156,041 |
| Josh Resnik President and CEO | May 15, 2026 | Tax withholding | −1,708 | $0.20 | $342 | 209,087 |
| Josh Resnik President and CEO | May 15, 2026 | Tax withholding | −5,358 | $0.20 | $1.07K | 203,729 |
| Key Compton Director | May 6, 2026 | Other | +431,394 | – | – | 431,516 |
| Key Compton Director | May 6, 2026 | Other | +431,394 | – | – | 446,729 |
| Josh Resnik President and CEO | Apr 17, 2026 | Tax withholding | −1,059 | $0.26 | $275 | 210,795 |
| Todd Aman Chief Legal & Admin. Officer | Apr 17, 2026 | Tax withholding | −317 | $0.26 | $82 | 77,150 |
| Todd Aman Chief Legal & Admin. Officer | Apr 9, 2026 | Tax withholding | −2,236 | $0.26 | $581 | 77,467 |
| Josh Resnik President and CEO | Feb 12, 2026 | Tax withholding | −4,301 | $0.88 | $3.78K | 211,854 |
| Josh Resnik President and CEO | Feb 12, 2026 | Tax withholding | −1,371 | $0.88 | $1.21K | 216,155 |
| Paul Donnell Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −233 | $1.15 | $268 | 34,078 |
| Gerald Yao Director | Feb 9, 2026 | Tax withholding | −42 | $1.22 | $51 | 37,727 |
| Paul Donnell Chief Accounting Officer | Feb 9, 2026 | Tax withholding | −44 | $1.22 | $54 | 34,311 |
| Todd Aman Chief Legal & Admin. Officer | Feb 9, 2026 | Tax withholding | −67 | $1.22 | $82 | 79,703 |
| Tim Hwang Director, 10% owner | Feb 2, 2026 | Sale(10b5-1 plan) | −3,082 | $1.20 | $3.70K | 196,407 |
| Tim Hwang Director, 10% owner | Feb 2, 2026 | Sale(10b5-1 plan) | −1,008 | $1.20 | $1.21K | 195,399 |
| Todd Aman Chief Legal & Admin. Officer | Jan 20, 2026 | Tax withholding | −317 | $1.57 | $498 | 79,770 |
| Josh Resnik President and CEO | Jan 20, 2026 | Tax withholding | −850 | $1.57 | $1.33K | 217,526 |
| Jon Slabaugh CFO and SVP, Corp. Dev. | Jan 20, 2026 | Tax withholding | −1,621 | $1.57 | $2.54K | 107,582 |
| Gerald Yao Director | Jan 20, 2026 | Tax withholding | −353 | $1.57 | $554 | 37,769 |
| Josh Resnik President and CEO | Jan 2, 2026 | Tax withholding | −159 | $1.59 | $253 | 215,000 |
| Todd Aman Chief Legal & Admin. Officer | Jan 2, 2026 | Tax withholding | −8,331 | $1.59 | $13.25K | 80,087 |
| Tim Hwang Director, 10% owner | Jan 2, 2026 | Sale(10b5-1 plan) | −1,293 | $1.61 | $2.08K | 199,912 |
| Tim Hwang Director, 10% owner | Jan 2, 2026 | Sale(10b5-1 plan) | −423 | $1.61 | $681 | 199,489 |
| Jon Slabaugh CFO and SVP, Corp. Dev. | Jan 2, 2026 | Tax withholding | −6,235 | $1.59 | $9.91K | 109,203 |
| Josh Resnik President and CEO | Dec 31, 2025 | Award | +3,376 | $1.25 | $4.22K | 218,376 |
| Tim Hwang Director, 10% owner | Dec 2, 2025 | Sale(10b5-1 plan) | −1,377 | $1.91 | $2.63K | 201,205 |
| Tim Hwang Director, 10% owner | Dec 2, 2025 | Sale(10b5-1 plan) | −4,213 | $1.91 | $8.05K | 202,582 |
| Josh Resnik President and CEO | Dec 2, 2025 | Tax withholding | −277 | $2.19 | $607 | 215,159 |
| Brandon Sweeney Director | Dec 1, 2025 | Award | +5,136 | – | – | 57,499 |
| Anna Sedgley Director | Dec 1, 2025 | Award | +6,278 | – | – | 59,998 |
| Manoj Jain Director, 10% owner | Dec 1, 2025 | Award | +3,424 | – | – | 51,281 |
| Keith Nilsson Director | Dec 1, 2025 | Award | +3,424 | – | – | 90,713 |
| Josh Resnik President and CEO | Nov 12, 2025 | Tax withholding | −4,739 | $2.72 | $12.89K | 223,931 |
| Josh Resnik President and CEO | Nov 12, 2025 | Tax withholding | −8,495 | $2.72 | $23.11K | 215,436 |
| Tim Hwang Director, 10% owner | Nov 6, 2025 | Sale(10b5-1 plan) | −1,896 | $2.59 | $4.91K | 206,795 |
| Tim Hwang Director, 10% owner | Nov 6, 2025 | Sale(10b5-1 plan) | −5,799 | $2.59 | $15.02K | 208,691 |
| Josh Resnik President and CEO | Oct 31, 2025 | Tax withholding | −277 | $4.10 | $1.14K | 228,670 |
| Josh Resnik President and CEO | Oct 17, 2025 | Tax withholding | −736 | $4.25 | $3.13K | 228,947 |
| Jon Slabaugh CFO and SVP, Corp. Dev. | Oct 17, 2025 | Tax withholding | −1,464 | $4.25 | $6.22K | 115,438 |
| Todd Aman Chief Legal & Admin. Officer | Oct 17, 2025 | Tax withholding | −269 | $4.25 | $1.14K | 88,418 |
| Paul Donnell Chief Accounting Officer | Oct 17, 2025 | Tax withholding | −202 | $4.25 | $859 | 34,355 |
| Gerald Yao Director | Oct 17, 2025 | Tax withholding | −305 | $4.25 | $1.30K | 38,122 |
| Tim Hwang Director, 10% owner | Oct 1, 2025 | Sale(10b5-1 plan) | −1,175 | $4.80 | $5.64K | 214,490 |
| Tim Hwang Director, 10% owner | Oct 1, 2025 | Sale(10b5-1 plan) | −3,591 | $4.80 | $17.24K | 215,665 |
| Josh Resnik President and CEO | Sep 30, 2025 | Tax withholding | −277 | $4.63 | $1.28K | 229,683 |
| Manoj Jain Director, 10% owner | Sep 3, 2025 | Award | +1,479 | – | – | 47,857 |
| Tim Hwang Director, 10% owner | Sep 3, 2025 | Sale(10b5-1 plan) | −1,438 | $4.24 | $6.10K | 219,256 |
| Tim Hwang Director, 10% owner | Sep 3, 2025 | Sale(10b5-1 plan) | −4,347 | $4.24 | $18.43K | 220,694 |
| Josh Resnik President and CEO | Sep 3, 2025 | Tax withholding | −270 | $5.07 | $1.37K | 229,960 |
| Keith Nilsson Director | Sep 3, 2025 | Award | +1,479 | – | – | 87,289 |
| Brandon Sweeney Director | Sep 3, 2025 | Award | +2,218 | – | – | 52,363 |
| Anna Sedgley Director | Sep 3, 2025 | Award | +2,712 | – | – | 53,720 |
| Todd Aman Chief Legal & Admin. Officer | Aug 15, 2025 | Tax withholding | −439 | $0.52 | $228 | 1,064,248 |
| Paul Donnell Chief Accounting Officer | Aug 7, 2025 | Tax withholding | −441 | $0.63 | $278 | 405,572 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Tim Hwang Director | Feb 3, 2026 | 4,090 | $4.90K | Feb 3, 2026 | Restricted Stock Vesting |
| Tim Hwang Director | Jan 5, 2026 | 1,716 | $2.76K | Jan 5, 2026 | Restricted Stock Vesting |
| Tim Hwang Director | Dec 3, 2025 | 5,590 | $10.70K | Dec 3, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | Nov 7, 2025 | 7,695 | $19.96K | Nov 7, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | Oct 2, 2025 | 4,766 | $22.86K | Oct 2, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | Sep 4, 2025 | 5,785 | $24.55K | Sep 4, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | Aug 4, 2025 | 56,155 | $32.72K | Aug 4, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | Jul 2, 2025 | 37,201 | $24.27K | Jul 2, 2025 | Restricted Stock Vesting |
| Josh Resnik Officer | Jul 2, 2025 | 2,590 | $1.69K | Jul 2, 2025 | Restricted Stock Vesting |
| Josh Resnik Officer | Jun 3, 2025 | 3,876 | $2.50K | Jun 3, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | Jun 3, 2025 | 40,998 | $26.41K | Jun 3, 2025 | Restricted Stock Vesting |
| Todd Aman Officer | May 20, 2025 | 528 | $363 | May 20, 2025 | Restricted Stock Vesting |
| Todd Aman Officer | May 8, 2025 | 790 | $504 | May 8, 2025 | Restricted Stock Vesting |
| Tim Hwang Director | May 8, 2025 | 9,515 | $6.06K | May 8, 2025 | Restricted Stock Vesting |
| Tim Hwang Officer, Director | May 2, 2025 | 29,105 | $18.55K | May 2, 2025 | Restricted Stock Vesting |