FiscalNote Ownership 2024 | Who Owns FiscalNote Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

69.75%

Insider Ownership

13.77%

Retail Ownership

16.48%

Institutional Holders

39.00

FiscalNote Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MASO CAPITAL PARTNERS LTD	43.47%	42.82%	28,913,731	-	-	64,478,000	Mar 31, 2023
STONEHILL CAPITAL MANAGEMENT LLC	8.75%	6.74%	5,822,906	-1,881,000	-24.42%	12,985,000	Mar 31, 2023
VANGUARD GROUP INC	5.72%	0.00%	3,806,976	2,833,934	291.24%	8,489,557,000	Mar 31, 2023
BROWN ADVISORY INC	1.73%	0.00%	1,151,194	1,151,194	100.00%	2,567,163,000	Mar 31, 2023
COMPREHENSIVE FINANCIAL MANAGEMENT LLC	1.52%	0.07%	1,010,988	-	-	2,254,503,000	Mar 31, 2023
BLACKROCK INC.	1.41%	0.00%	938,889	119,929	14.64%	2,093,723,000	Mar 31, 2023
MORGAN STANLEY	1.12%	0.00%	744,407	738,189	11871.81%	1,660,027,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.94%	0.00%	626,779	4	0.00%	1,397,720,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.90%	0.00%	599,639	574,306	2267.03%	1,337,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.75%	0.56%	500,000	500,000	100.00%	1,115,000,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	0.00%	376,466	-97	-0.03%	839,519,000	Mar 31, 2023
STATE STREET CORP	0.47%	-	309,978	55,700	21.91%	691,251,000	Mar 31, 2023
NEA MANAGEMENT COMPANY, LLC	0.46%	0.04%	307,344	-1,386,979	-81.86%	576,166,000	Mar 31, 2023
REGAL PARTNERS LTD	0.43%	0.12%	283,524	-49,561	-14.88%	632,259,000	Mar 31, 2023
NORTHERN TRUST CORP	0.19%	0.00%	128,461	6,901	5.68%	286,468,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.18%	-	122,197	122,197	100.00%	272,499,000	Mar 31, 2023
KLINGENSTEIN FIELDS & CO LP	0.18%	0.01%	119,931	119,931	100.00%	267,446,000	Mar 31, 2023
JANE STREET GROUP, LLC	0.15%	0.00%	103,012	80,873	365.30%	229,717,000	Mar 31, 2023
SYMMETRY PEAK MANAGEMENT LLC	0.10%	0.03%	65,000	65,000	100.00%	144,950,000	Mar 31, 2023
JUMP FINANCIAL, LLC	0.09%	0.01%	57,327	57,327	100.00%	127,839,000	Mar 31, 2023

FiscalNote's largest institutional shareholder is MASO CAPITAL PARTNERS LTD, holding 43.47% of the company's total share outstanding, currently valued at $64.48M. The top 10 institutional shareholders own together 66.33% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MASO CAPITAL PARTNERS LTD	43.47%	42.82%	28,913,731	-	-	64,478,000	Mar 31, 2023
STONEHILL CAPITAL MANAGEMENT LLC	8.75%	6.74%	5,822,906	-1,881,000	-24.42%	12,985,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.75%	0.56%	500,000	500,000	100.00%	1,115,000,000	Mar 31, 2023
REGAL PARTNERS LTD	0.43%	0.12%	283,524	-49,561	-14.88%	632,259,000	Mar 31, 2023
COMPREHENSIVE FINANCIAL MANAGEMENT LLC	1.52%	0.07%	1,010,988	-	-	2,254,503,000	Mar 31, 2023
NEA MANAGEMENT COMPANY, LLC	0.46%	0.04%	307,344	-1,386,979	-81.86%	576,166,000	Mar 31, 2023
WORTH VENTURE PARTNERS, LLC	0.05%	0.04%	33,100	33,100	100.00%	73,813,000	Mar 31, 2023
DIAMETRIC CAPITAL, LP	0.05%	0.03%	29,967	29,967	100.00%	66,826,000	Mar 31, 2023
SYMMETRY PEAK MANAGEMENT LLC	0.10%	0.03%	65,000	65,000	100.00%	144,950,000	Mar 31, 2023
KLINGENSTEIN FIELDS & CO LP	0.18%	0.01%	119,931	119,931	100.00%	267,446,000	Mar 31, 2023
OASIS MANAGEMENT CO LTD.	0.03%	0.01%	18,084	18,084	100.00%	40,327,000	Mar 31, 2023
TIEDEMANN ADVISORS, LLC	0.08%	0.01%	54,000	38,000	237.50%	120,420,000	Mar 31, 2023
JUMP FINANCIAL, LLC	0.09%	0.01%	57,327	57,327	100.00%	127,839,000	Mar 31, 2023
BROWN ADVISORY INC	1.73%	0.00%	1,151,194	1,151,194	100.00%	2,567,163,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.90%	0.00%	599,639	574,306	2267.03%	1,337,000	Mar 31, 2023
COLONY GROUP LLC	0.02%	0.00%	13,344	13,344	100.00%	30,000	Mar 31, 2023
SQUAREPOINT OPS LLC	0.07%	0.00%	43,448	43,448	100.00%	96,889,000	Mar 31, 2023
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.04%	0.00%	27,154	27,154	100.00%	60,553,000	Mar 31, 2023
CIBC ASSET MANAGEMENT INC	0.05%	0.00%	30,880	30,880	100.00%	68,862,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	0.00%	376,466	-97	-0.03%	839,519,000	Mar 31, 2023

The largest FiscalNote shareholder by % of total assets is MASO CAPITAL PARTNERS LTD. The company owns 28.91M shares of FiscalNote (NOTE), representing 42.82% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	5.72%	0.00%	3,806,976	2,833,934	291.24%	8,489,557,000	Mar 31, 2023
BROWN ADVISORY INC	1.73%	0.00%	1,151,194	1,151,194	100.00%	2,567,163,000	Mar 31, 2023
MORGAN STANLEY	1.12%	0.00%	744,407	738,189	11871.81%	1,660,027,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.90%	0.00%	599,639	574,306	2267.03%	1,337,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.75%	0.56%	500,000	500,000	100.00%	1,115,000,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.18%	-	122,197	122,197	100.00%	272,499,000	Mar 31, 2023
KLINGENSTEIN FIELDS & CO LP	0.18%	0.01%	119,931	119,931	100.00%	267,446,000	Mar 31, 2023
BLACKROCK INC.	1.41%	0.00%	938,889	119,929	14.64%	2,093,723,000	Mar 31, 2023
JANE STREET GROUP, LLC	0.15%	0.00%	103,012	80,873	365.30%	229,717,000	Mar 31, 2023
SYMMETRY PEAK MANAGEMENT LLC	0.10%	0.03%	65,000	65,000	100.00%	144,950,000	Mar 31, 2023
JUMP FINANCIAL, LLC	0.09%	0.01%	57,327	57,327	100.00%	127,839,000	Mar 31, 2023
STATE STREET CORP	0.47%	-	309,978	55,700	21.91%	691,251,000	Mar 31, 2023
BARCLAYS PLC	0.07%	-	45,521	45,521	100.00%	102,000	Mar 31, 2023
SQUAREPOINT OPS LLC	0.07%	0.00%	43,448	43,448	100.00%	96,889,000	Mar 31, 2023
TIEDEMANN ADVISORS, LLC	0.08%	0.01%	54,000	38,000	237.50%	120,420,000	Mar 31, 2023
WORTH VENTURE PARTNERS, LLC	0.05%	0.04%	33,100	33,100	100.00%	73,813,000	Mar 31, 2023
CIBC ASSET MANAGEMENT INC	0.05%	0.00%	30,880	30,880	100.00%	68,862,000	Mar 31, 2023
DIAMETRIC CAPITAL, LP	0.05%	0.03%	29,967	29,967	100.00%	66,826,000	Mar 31, 2023
LPL FINANCIAL LLC	0.04%	0.00%	29,348	29,348	100.00%	65,446,000	Mar 31, 2023
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.04%	0.00%	27,154	27,154	100.00%	60,553,000	Mar 31, 2023

As of Mar 31 2023, FiscalNote's largest institutional buyer is VANGUARD GROUP INC. The company purchased 2.83M stocks of NOTE, valued at $8.49B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STONEHILL CAPITAL MANAGEMENT LLC	8.75%	6.74%	5,822,906	-1,881,000	-24.42%	12,985,000	Mar 31, 2023
NEA MANAGEMENT COMPANY, LLC	0.46%	0.04%	307,344	-1,386,979	-81.86%	576,166,000	Mar 31, 2023
UBS GROUP AG	0.00%	-	1,907	-74,023	-97.49%	4,253,000	Mar 31, 2023
REGAL PARTNERS LTD	0.43%	0.12%	283,524	-49,561	-14.88%	632,259,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,670	-100.00%	-	Mar 31, 2023
CITIGROUP INC	-	-	-	-8,115	-100.00%	-	Mar 31, 2023
VICTORY CAPITAL MANAGEMENT INC	0.02%	-	11,291	-285	-2.46%	25,179,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	0.00%	376,466	-97	-0.03%	839,519,000	Mar 31, 2023
MASO CAPITAL PARTNERS LTD	43.47%	42.82%	28,913,731	-	-	64,478,000	Mar 31, 2023
COMPREHENSIVE FINANCIAL MANAGEMENT LLC	1.52%	0.07%	1,010,988	-	-	2,254,503,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.04%	-	28,090	-	-	62,641,000	Mar 31, 2023
HUNTINGTON NATIONAL BANK	-	-	1	-	-	11,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.94%	0.00%	626,779	4	0.00%	1,397,720,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	501	4	0.80%	1,117,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.00%	-	2,238	2,238	100.00%	5,000,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	3,708	3,212	647.58%	8,000	Mar 31, 2023
NORTHERN TRUST CORP	0.19%	0.00%	128,461	6,901	5.68%	286,468,000	Mar 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.02%	0.00%	12,200	12,200	100.00%	27,000	Mar 31, 2023
COLONY GROUP LLC	0.02%	0.00%	13,344	13,344	100.00%	30,000	Mar 31, 2023
OASIS MANAGEMENT CO LTD.	0.03%	0.01%	18,084	18,084	100.00%	40,327,000	Mar 31, 2023

As of Mar 31 2023, FiscalNote's biggest institutional seller is STONEHILL CAPITAL MANAGEMENT LLC. The company sold -1.88M shares of NOTE, valued at $12.98M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BROWN ADVISORY INC	1.73%	0.00%	1,151,194	1,151,194	100.00%	2,567,163,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.75%	0.56%	500,000	500,000	100.00%	1,115,000,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.18%	-	122,197	122,197	100.00%	272,499,000	Mar 31, 2023
KLINGENSTEIN FIELDS & CO LP	0.18%	0.01%	119,931	119,931	100.00%	267,446,000	Mar 31, 2023
SYMMETRY PEAK MANAGEMENT LLC	0.10%	0.03%	65,000	65,000	100.00%	144,950,000	Mar 31, 2023
JUMP FINANCIAL, LLC	0.09%	0.01%	57,327	57,327	100.00%	127,839,000	Mar 31, 2023
BARCLAYS PLC	0.07%	-	45,521	45,521	100.00%	102,000	Mar 31, 2023
SQUAREPOINT OPS LLC	0.07%	0.00%	43,448	43,448	100.00%	96,889,000	Mar 31, 2023
WORTH VENTURE PARTNERS, LLC	0.05%	0.04%	33,100	33,100	100.00%	73,813,000	Mar 31, 2023
CIBC ASSET MANAGEMENT INC	0.05%	0.00%	30,880	30,880	100.00%	68,862,000	Mar 31, 2023
DIAMETRIC CAPITAL, LP	0.05%	0.03%	29,967	29,967	100.00%	66,826,000	Mar 31, 2023
LPL FINANCIAL LLC	0.04%	0.00%	29,348	29,348	100.00%	65,446,000	Mar 31, 2023
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.04%	0.00%	27,154	27,154	100.00%	60,553,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.03%	-	19,316	19,316	100.00%	43,075,000	Mar 31, 2023
OASIS MANAGEMENT CO LTD.	0.03%	0.01%	18,084	18,084	100.00%	40,327,000	Mar 31, 2023
COLONY GROUP LLC	0.02%	0.00%	13,344	13,344	100.00%	30,000	Mar 31, 2023
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.02%	0.00%	12,200	12,200	100.00%	27,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.00%	-	2,238	2,238	100.00%	5,000,000	Mar 31, 2023

FiscalNote's largest new institutional shareholder by number of shares is BROWN ADVISORY INC, purchased 1.15M shares, valued at $2.57B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,670	-100.00%	-	Mar 31, 2023
CITIGROUP INC	-	-	-	-8,115	-100.00%	-	Mar 31, 2023

FiscalNote's largest sold out institutional shareholder by shares sold is SUSQUEHANNA INTERNATIONAL GROUP, LLP, sold -16.67K shares, valued at -, as of undefined.

FiscalNote Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD VALLEY FORGE FUNDS	0.14%	70,600	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.12%	275,000	275,000	-	Mar 28, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	107,542	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.02%	9,652	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.01%	3,684,486	-1,036,162	-21.95%	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	142,336	-31,549	-18.14%	Jan 31, 2024
LoCorr Investment Trust	0.00%	62,331	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	66,657	-3,512	-5.01%	Mar 31, 2024
Calvert Variable Products, Inc.	0.00%	5,142	-	-	Mar 31, 2024
VICTORY PORTFOLIOS	0.00%	34,410	-	-	Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	20,263	-4,554	-18.35%	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	2,217	-1,592	-41.80%	Mar 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	1,154	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	19,200	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	3,484	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	30,543	2,331	8.26%	Mar 28, 2024
T. Rowe Price Index Trust, Inc.	0.00%	3,954	889	29.00%	Mar 31, 2024
RYDEX SERIES FUNDS	0.00%	563	-5	-0.88%	Dec 31, 2023
iSHARES TRUST	0.00%	2,162,735	-122,912	-5.38%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	126,356	-27,402	-17.82%	Mar 31, 2024
MASTER INVESTMENT PORTFOLIO	0.00%	9,095	-	-	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	2,500	-	-	Mar 28, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	10,524	-3,194	-23.28%	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	9,675	-	-	Mar 31, 2024
RYDEX DYNAMIC FUNDS	0.00%	269	-13	-4.61%	Dec 31, 2023
TIAA-CREF FUNDS	0.00%	201,537	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	13,617	2,505	22.54%	Jan 31, 2024
ProFunds	0.00%	464	-39	-7.75%	Mar 31, 2024
RYDEX VARIABLE TRUST	0.00%	37	-	-	Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND	0.00%	31,321	-	-	Mar 31, 2024
Brighthouse Funds Trust II	0.00%	22,140	-	-	Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	52,800	-	-	Mar 31, 2024
SUNAMERICA SERIES TRUST	0.00%	6,770	-313	-4.42%	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	26,199	9,619	58.02%	Mar 31, 2024
MUTUAL FUND SERIES TRUST	0.00%	50,000	-	-	Mar 31, 2024
FIDELITY SALEM STREET TRUST	0.00%	42,043	-687	-1.61%	Mar 31, 2024
PACIFIC SELECT FUND	0.00%	24,451	-	-	Mar 31, 2024
Bridge Builder Trust	0.00%	23,526	-	-	Mar 31, 2024
Advisors' Inner Circle Fund III	0.00%	316	316	-	Jan 31, 2024
BlackRock Variable Series Funds, Inc.	0.00%	7,953	-	-	Mar 31, 2024
PRINCIPAL FUNDS, INC.	0.00%	8,417	-	-	Jan 31, 2024
BLACKROCK FUNDS	0.00%	6,358	-	-	Jan 31, 2024

FiscalNote's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 70.60K shares, compromising 0.14% of its total assets.

FiscalNote Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	39	69.57%
31 Dec, 22	23	-
30 Sep, 22	23	2200.00%
30 Jun, 22	1	-

As of 31 Mar 23, 39 institutions are holding FiscalNote's shares, representing an increase of 69.57% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	46,392,847	7.79%
31 Dec, 22	43,038,276	12.17%
30 Sep, 22	38,368,445	5046.99%
30 Jun, 22	745,454	-

FiscalNote (NOTE) has 46.39M shares outstanding as of 31 Mar 23, up 7.79% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	69.75%	55.96%
31 Dec, 22	44.72%	-55.28%
30 Sep, 22	100.00%	1979.78%
30 Jun, 22	4.81%	-

As of 31 Mar 23, FiscalNote is held by 69.75% institutional shareholders, representing a 55.96% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	11	22.22%
31 Dec, 22	9	-
30 Sep, 22	-	-
30 Jun, 22	-	-

11 institutional shareholders have increased their position in NOTE stock as of 31 Mar 23 compared to 9 in the previous quarter (a 22.22% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	6	50.00%
31 Dec, 22	4	-
30 Sep, 22	-	-
30 Jun, 22	-	-

6 institutional shareholders have reduced their position in NOTE stock as of 31 Mar 23 compared to 4 in the previous quarter (a 50.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	39	69.57%	46,392,847	7.79%	69.75%	55.96%	11	22.22%	6	50.00%
31 Dec, 22	23	-	43,038,276	12.17%	44.72%	-55.28%	9	-	4	-
30 Sep, 22	23	2200.00%	38,368,445	5046.99%	100.00%	1979.78%	-	-	-	-
30 Jun, 22	1	-	745,454	-	4.81%	-	-	-	-	-

FiscalNote Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 09, 2024	Slabaugh Jon	officer	CFO and SVP, Corp. Dev.	S-Sale	Sell	913	$1.40	$1.28K	565,187
Aug 09, 2024	Resnik Josh	officer	President and COO	S-Sale	Sell	923	$1.40	$1.29K	750,243
Aug 09, 2024	Donnell Paul	officer	Chief Accounting Officer	S-Sale	Sell	517	$1.40	$723.70	107,552
Aug 09, 2024	Aman Todd	officer	SVP, General Counsel & Sec.	S-Sale	Sell	793	$1.40	$1.11K	170,064
Aug 05, 2024	Resnik Josh	officer	President and COO	S-Sale	Sell	4,146	$1.39	$5.74K	751,166
Aug 05, 2024	Hwang Tim	director, 10 percent owner, officer	Chairman, CEO and Director	S-Sale	Sell	31,319	$1.39	$43.38K	2,630,724
Aug 05, 2024	Hwang Tim	director, 10 percent owner, officer	Chairman, CEO and Director	S-Sale	Sell	25,000	$1.45	$36.27K	2,605,724

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 09, 2024	Yao Gerald	director, officer	CSO and Director	F-InKind	Sell	483	$1.39	$671.37	200,152
Aug 09, 2024	Yao Gerald	director, officer	CSO and Director	F-InKind	Sell	1,059	$1.39	$1.47K	199,093
Aug 09, 2024	Slabaugh Jon	officer	CFO and SVP, Corp. Dev.	S-Sale	Sell	913	$1.40	$1.28K	565,187
Aug 09, 2024	Resnik Josh	officer	President and COO	S-Sale	Sell	923	$1.40	$1.29K	750,243
Aug 09, 2024	Donnell Paul	officer	Chief Accounting Officer	S-Sale	Sell	517	$1.40	$723.70	107,552
Aug 09, 2024	Aman Todd	officer	SVP, General Counsel & Sec.	S-Sale	Sell	793	$1.40	$1.11K	170,064
Aug 07, 2024	Yao Gerald	director, officer	CSO and Director	G-Gift	Sell	68,305	-	-	-
Aug 05, 2024	Resnik Josh	officer	President and COO	S-Sale	Sell	4,146	$1.39	$5.74K	751,166
Aug 05, 2024	Hwang Tim	director, 10 percent owner, officer	Chairman, CEO and Director	S-Sale	Sell	31,319	$1.39	$43.38K	2,630,724
Aug 05, 2024	Hwang Tim	director, 10 percent owner, officer	Chairman, CEO and Director	S-Sale	Sell	25,000	$1.45	$36.27K	2,605,724

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 09, 2024	Yao Gerald	director, officer	CSO and Director	F-InKind	Sell	483	$1.39	$671.37	200,152
Aug 09, 2024	Yao Gerald	director, officer	CSO and Director	F-InKind	Sell	1,059	$1.39	$1.47K	199,093
Aug 09, 2024	Slabaugh Jon	officer	CFO and SVP, Corp. Dev.	S-Sale	Sell	913	$1.40	$1.28K	565,187
Aug 09, 2024	Resnik Josh	officer	President and COO	S-Sale	Sell	923	$1.40	$1.29K	750,243
Aug 09, 2024	Donnell Paul	officer	Chief Accounting Officer	S-Sale	Sell	517	$1.40	$723.70	107,552
Aug 09, 2024	Aman Todd	officer	SVP, General Counsel & Sec.	S-Sale	Sell	793	$1.40	$1.11K	170,064
Aug 07, 2024	Yao Gerald	director, officer	CSO and Director	G-Gift	Buy	68,305	-	-	1,182,298
Aug 07, 2024	Yao Gerald	director, officer	CSO and Director	G-Gift	Sell	68,305	-	-	-
Aug 05, 2024	Resnik Josh	officer	President and COO	S-Sale	Sell	4,146	$1.39	$5.74K	751,166
Aug 05, 2024	Hwang Tim	director, 10 percent owner, officer	Chairman, CEO and Director	S-Sale	Sell	31,319	$1.39	$43.38K	2,630,724
Aug 05, 2024	Hwang Tim	director, 10 percent owner, officer	Chairman, CEO and Director	S-Sale	Sell	25,000	$1.45	$36.27K	2,605,724
Aug 01, 2024	Donnell Paul	officer	Chief Accounting Officer	A-Award	Buy	82,768	-	-	108,069
Aug 01, 2024	Donnell Paul	officer	Chief Accounting Officer	A-Award	Buy	55,179	$1.97	$108.70K	55,179
Aug 01, 2024	Aman Todd	officer	SVP, General Counsel & Sec.	A-Award	Buy	128,571	-	-	170,857
Aug 01, 2024	Aman Todd	officer	SVP, General Counsel & Sec.	A-Award	Buy	85,714	$1.97	$168.86K	85,714
Aug 01, 2024	Yao Gerald	director, officer	CSO and Director	A-Award	Buy	128,571	-	-	200,635
Aug 01, 2024	Yao Gerald	director, officer	CSO and Director	A-Award	Buy	85,714	$1.97	$168.86K	85,714
Aug 01, 2024	Slabaugh Jon	officer	CFO and SVP, Corp. Dev.	A-Award	Buy	428,571	-	-	566,100
Aug 01, 2024	Slabaugh Jon	officer	CFO and SVP, Corp. Dev.	A-Award	Buy	285,714	$1.97	$562.86K	285,714
Aug 01, 2024	Resnik Josh	officer	President and COO	A-Award	Buy	310,000	-	-	755,312

The last insider sell of FiscalNote's stock was made by Yao Gerald on Aug 09 2024, selling 483 shares at $1.39 per share (valued at $671.37).

FiscalNote Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	11	18	61.11%
Q2 2024	8	25	32.00%
Q1 2024	3	33	9.09%
Q4 2023	6	31	19.35%
Q3 2023	5	33	15.15%
Q2 2023	14	30	46.67%
Q1 2023	26	27	96.30%
Q4 2022	23	24	95.83%
Q3 2022	76	3	2533.33%
Q1 2022	-	1	-
Q4 2021	2	1	200.00%
Q4 2020	-	4	-

11 total buy trades, and 18 total sell trades (buy/sell ratio of 0.61%) were made by FiscalNote's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	14	-
Q2 2024	-	18	-
Q1 2024	-	19	-
Q4 2023	3	18	16.67%
Q3 2023	1	13	7.69%
Q2 2023	2	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	2	1	200.00%
Q4 2020	-	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 14 open market sell trades of FiscalNote's stocks.

FiscalNote Peer Ownership

Ticker	Company
INOD	Innodata Inc.
ARBB	ARB IOT Group Limited
CYXT	Cyxtera Technologies, Inc.
ALYA	Alithya Group Inc.
CLPS	CLPS Incorporation
AUR	Aurora Innovation, Inc.
BBAI	BigBear.ai Holdings, Inc.
AGIL	AgileThought, Inc.
GDYN	Grid Dynamics Holdings, Inc.
SASI	NextTrip, Inc.
JFU	9F Inc.
IBM	International Business Machines Corporation
CTLP	Cantaloupe, Inc.

NOTE Ownership FAQ

Who Owns FiscalNote?

FiscalNote is owned by institutional shareholders (69.75%), insiders (13.77%), and public (16.48%). The largest institutional shareholder of FiscalNote is MASO CAPITAL PARTNERS LTD (43.47% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.14% of total shares).

Who are the major institutional shareholders of FiscalNote?

FiscalNote's major institutional shareholders are MASO CAPITAL PARTNERS LTD, STONEHILL CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, BROWN ADVISORY INC, and COMPREHENSIVE FINANCIAL MANAGEMENT LLC. The top five shareholders own together 61.20% of the company's share outstanding.

How many FiscalNote shareholders are there?

As of Mar 2023, there are 39 institutional shareholders of FiscalNote.

What percentage of FiscalNote is owned by MASO CAPITAL PARTNERS LTD?

MASO CAPITAL PARTNERS LTD owns 28.91M shares of FiscalNote, representing 43.47% of the company's total shares outstanding, valued at $64.48M (as of Mar 2023).

What percentage of FiscalNote is owned by STONEHILL CAPITAL MANAGEMENT LLC?

As of Mar 2023, STONEHILL CAPITAL MANAGEMENT LLC holds 5.82M shares of FiscalNote (NOTE), compromising 8.75% of the company, valued at $12.98M.

What percentage of FiscalNote is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of FiscalNote. The company owns 3.81M of the company's shares outstanding (worth $8.49B).