FiscalNote Holdings, Inc.

Overview

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• TickerNOTE on OTC¹
• IndustryServices-Business Services, NEC¹
• HeadquartersWashington, the District of Columbia¹
• Incorporated inDE³
• Business address1201 Pennsylvania Avenue Nw, 6Th Floor, Washington, Dc 20004³
• Filer categoryAccelerated filer, Smaller reporting company³
• Legal formCorporation

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Corporate structure

FiscalNote Holdings, Inc. sits at the top of its group. 16 entities, 6 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What FiscalNote Holdings, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Properties, in its own words

The Company’s principal executive offices and global headquarters are located in Washington, D.C., and consist of approximately 65,000 square feet of space under a lease that expires on May 31, 2031. We also maintain a presence in a number of other jurisdictions internationally, including London, United Kingdom; Brussels, Belgium; Gurugram, India; and Singapore. We use these facilities for research and development, product engineering, sales and marketing, communications, finance, information technology and security, legal, human resources, and other administrative functions. We believe that our existing properties are suitable and adequate for our current needs, and we will continue to assess our facilities requirements as our business grows and operations evolve.

Item 2 of the 10-K filed Mar 24, 2026.¹³

Leadership

Who has led FiscalNote Holdings, Inc., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerKey Compton Jul 10, 2026 to now¹⁴
• Chief executive officerJosh Resnik Jan 3, 2025 to Jul 10, 2026¹⁵
• Chief executive officerManoj Jain Oct 28, 2020 to Nov 12, 2020¹⁶
• ChairManoj Jain Oct 28, 2020 to Nov 12, 2020¹⁶
• PresidentKey Compton Jul 10, 2026 to now¹⁴
• PresidentJosh Resnik Jan 4, 2024 to Jul 10, 2026¹⁷
• Chief financial officerJon Slabaugh Jan 10, 2024 to now¹⁸
• Chief financial officerAllan Finnerty Oct 28, 2020 to Nov 12, 2020¹⁹
• Chief operating officerJosh Resnik Jan 4, 2024 to Dec 9, 2024¹⁷

Named in SEC Form D filings

People the company listed in its private-offering notices.

• Executive OfficerRichard Henderson named Feb 10, 2023 to Apr 14, 2023³⁹
• Executive OfficerVlad Edelman named Feb 10, 2023⁴⁰
• DirectorMichael Callahan named Feb 10, 2023 to Aug 18, 2025⁴¹
• DirectorTimothy Hwang named Feb 10, 2023 to Aug 18, 2025⁴¹
• DirectorStanley McChrystal named Feb 10, 2023 to Mar 28, 2025⁴²

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

• CQ-Roll Call, Inc. Delaware⁴
• Curate Solutions, Inc. Delaware⁴
• Equilibrium World Pte. Ltd. Singapore⁴
• FactSquared, LLC Delaware⁴
• Fireside 21, LLC Delaware⁴
• FiscalNote Europe Limited Ireland⁴
• FiscalNote India Private Limited India⁴
• FiscalNote Intermediate Holdco, Inc. Delaware⁴
• FiscalNote, Inc. Delaware⁴
• Frontier Strategy Group Asia Pacific Pte. Ltd. Singapore⁴
• Frontier Strategy Group LLC Delaware⁴
• Frontier Strategy UK Limited United Kingdom⁴
• Predata, Inc. Delaware⁴
• Shungham Information SPRL Belgium⁴
• VoterVoice, L.L.C. Louisiana⁴

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

• Duddell Street Acquisition Corp.Sep 8, 2020 to Jul 29, 2022³

Timeline

1. Sep 2, 20268-K Entered a material agreement; Completed an acquisition or sale; Regulation FD disclosure⁴³
2. Aug 10, 20268-K Results of operations⁴⁴
3. Jul 28, 20268-K Executive or director change⁴⁵
4. Jul 24, 20268-K Other events⁴⁶
5. Jul 10, 2026New chief executive Key Compton becomes CEO¹⁴
6. Jun 26, 20268-K Executive or director change⁴⁷
7. Jun 24, 20268-K Other events⁴⁸
8. Jun 16, 20268-K Entered a material agreement; Other events⁴⁹
9. May 29, 20268-K Shareholder vote⁵⁰
10. May 18, 20268-K Other events⁵¹
11. May 7, 20268-K Results of operations⁵²
12. Apr 21, 20268-K Other events⁵³
13. Mar 26, 20268-K Listing notice or transfer; Other events⁵⁴
14. Jan 3, 2025New chief executive Josh Resnik becomes CEO¹⁵
15. Oct 28, 2020New chief executive Manoj Jain becomes CEO¹⁶

Calendar

Coming up

1. Around Nov 13, 2026Next results, estimated About a quarter after its last report. The company hasn't announced the date.

When it reported results

1. Aug 10, 2026Reported quarterly or annual results⁴⁴
2. May 7, 2026Reported quarterly or annual results⁵²
3. Mar 19, 2026Reported quarterly or annual results⁵⁵
4. Aug 7, 2025Reported quarterly or annual results⁵⁶
5. May 12, 2025Reported quarterly or annual results⁵⁷
6. Mar 13, 2025Reported quarterly or annual results⁵⁸
7. Nov 12, 2024Reported quarterly or annual results⁵⁹
8. Aug 8, 2024Reported quarterly or annual results⁶⁰

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

848 filings to the SEC since October 2021: 6 annual reports, 15 quarterly reports, 80 major events, 431 insider forms, 17 large holders, 6 private raises, 293 other. The latest 20:

1. Oct 8, 20264 EDGAR
2. Oct 8, 20264 EDGAR
3. Sep 2, 20268-K EDGAR
4. Aug 14, 2026S-8 EDGAR
5. Aug 10, 202610-Q EDGAR
6. Aug 10, 20268-K EDGAR
7. Jul 29, 20264 EDGAR
8. Jul 29, 20264 EDGAR
9. Jul 28, 20264 EDGAR
10. Jul 28, 20268-K/A EDGAR
11. Jul 24, 20268-K EDGAR
12. Jul 10, 20264 EDGAR
13. Jun 26, 20268-K EDGAR
14. Jun 24, 20268-K EDGAR
15. Jun 16, 20268-K EDGAR
16. May 29, 20268-K EDGAR
17. May 19, 20264 EDGAR
18. May 18, 20268-K EDGAR
19. May 13, 20264/A EDGAR
20. May 11, 202610-Q EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

135 open-market trades by officers, directors and large owners since October 2021: 7 buys and 128 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• STONEHILL CAPITAL MANAGEMENT LLCSC 13G/A, 2 filings Aug 12, 2022 to Jan 31, 2024⁶¹
• Keith NilssonSC 13D/A, 3 filings Aug 8, 2022 to Dec 18, 2023⁶²
• Gerald YaoSC 13D/A, 2 filings Aug 8, 2022 to Nov 29, 2023⁶³
• Tim HwangSC 13D/A, 3 filings Aug 8, 2022 to Nov 17, 2023⁶⁴
• INTEGRATED CORE STRATEGIES (US) LLCSC 13G/A, 2 filings Dec 21, 2021 to Feb 14, 2023⁶⁵
• Duddell Street Holdings LtdSC 13D/A, 2 filings Aug 8, 2022 to Jan 25, 2023⁶⁶
• NINE MASTS CAPITAL LtdSC 13G/A, 2 filings Feb 10, 2022 to Jul 26, 2022⁶⁷
• Saba Capital Management, L.P.SC 13G/A, 1 filing Feb 14, 2022⁶⁸

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

1. Aug 5, 2025Raised $18.9 million in a private offering of debt⁴¹ Form D: $30 million offered in all Form D
2. Mar 17, 2025Raised $5.8 million in a private offering of securities⁴² Form D: 1 investor so far Form D
3. Nov 12, 2024Raised $5.5 million in a private offering of securities⁷⁰ Form D: 1 investor so far Form D
4. Dec 8, 2023Raised $6.3 million in a private offering of securities⁷¹ Form D: 1 investor so far Form D
5. Mar 31, 2023Filed a private offering of securities³⁹ Form D: 1 investor so far Form D
6. Jan 27, 2023Raised $1.2 million in a private offering of securities⁴⁰ Form D: 1 investor so far Form D

PPP loans

Paycheck Protection Program loans of $150,000 and up, approved April 2020 to July 2021, from the SBA⁷². Matched to this company by name and state.

1. Apr 11, 2020$8.0M PPP loan (first draw) from JPMorgan Chase Bank, National Association⁷²To FISCALNOTE HOLDINGS, INC., Washington DC; $7.8M forgiven Feb 14, 2022

SEC filer profile

How FiscalNote Holdings, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARFiscalNote Holdings, Inc.¹
• CIK0001823466
• Employer ID (EIN)88-3772307¹³
• Filer statusAccelerated filer not an emerging growth company; a smaller reporting company; not a shell company¹³
• Incorporated inDelaware¹³
• Fiscal year endsDecember 31¹
• Industry code (SIC)7389 Services-Business Services, NEC¹
• SEC reviewing officeOffice of Trade & Services, Division of Corporation Finance¹
• Business address1201 Pennsylvania Avenue Nw, 6Th Floor, Washington, DC 20004¹
• Phone202 793-5300¹
• Shares outstanding18,681,540 Common Class A shares; 690,909 Common Class B shares as of Mar 9, 2026¹³
• Public float$61.4M as of Jun 30, 2025¹³
• AuditorRSM U.S. LLP, McLean, Virginia PCAOB ID 49; no auditor attestation of internal control over financial reporting¹³
• On EDGAR sinceSep 8, 2020¹
• Filings887 in all: 4 (402), 144 (119), 8-K (84), 425 (48), 3 (27), CORRESP (20), 10-Q (18), UPLOAD (17)¹
  All 42 form types

  424B3 (13), EFFECT (12), 4/A (10), 144/A (9), S-4/A (8), SC 13G/A (8), S-3 (7), 10-K (6), D (6), NT 10-Q (6), S-8 (6), SC 13D/A (6), SC 13D (5), SC 13G (5), 3/A (4), ARS (4), DEF 14A (4), DEFA14A (4), DEF 14C (3), NT 10-K (3), 10-K/A (2), 8-A12B (2), 8-K/A (2), CERT (2), POS AM (2), PRE 14C (2), S-1 (2), S-1/A (2), S-3/A (2), 25 (1), 25-NSE (1), 424B4 (1), DRS (1), S-4 (1)

• Latest filingsAnnual report (10-K) Mar 24, 2026
  Quarterly report (10-Q) Aug 10, 2026
  Proxy statement (DEF 14A) Apr 15, 2026
  Latest 8-K (8-K) Sep 2, 2026

Securities registered for trading

From the cover page of the 10-K filed Mar 24, 2026 (Section 12(b) of the Exchange Act).¹³

Risk factors and legal proceedings

The risks FiscalNote Holdings, Inc. names in Item 1A of its 10-K filed Mar 24, 2026: 55 risks under these headings, as written.¹³

• Risks Related to Our Business
• We have a history of net losses and anticipate that operating expenses may grow as we continue to pursue our plans for expansion, and we therefore may not be able to achieve and maintain profitability.
• We generate a significant percentage of our revenues from recurring subscription-based arrangements, and if we are unable to maintain industry normative renewal rates, our business, financial condition, results of operations and prospects would be materially and adversely affected.
• The NYSE may delist our Class A Common Stock if we fail to comply with ongoing listing standards.
• The delisting of our Class A Common Stock from NYSE could trigger an event of default with respect to our indebtedness and could result in acceleration of our indebtedness, foreclosure on collateral, and could force us to seek bankruptcy protection.
• U.S. government agency customers represent a material portion of our total revenues. Accordingly, our financial performance and results of operations could be materially adversely affected by changes in the U.S. government’s spending priorities, our inability to win or renew U.S. government contracts, delay, disruption or unavailability of funding on U.S. government contracts, and action taken by the U.S. government to modify, delay, curtail or terminate contracts.
• Prior protracted U.S. government shutdowns have had a negative impact on our revenues, profitability and cash flows, and we expect that such effects will worsen to the extent that the shutdown continues.
• If we are unable to attract new customers, retain existing customers, expand our products and services offerings with existing customers, expand into areas of higher growth, including in the political prediction markets, our revenue growth and profitability will be harmed.
• Our efforts to expand our service offerings and further develop our existing services in order to keep pace with policy, regulatory, political and technological developments may not succeed.
• The Company has completed, and may continue to engage in, strategic transactions, including restructuring, divesting or selling our businesses, products or technologies, that introduce significant risks and uncertainties.
• Any cost reduction initiatives that we undertake may not deliver the results we expect and these actions may adversely affect our business.
• We have international operations and assets, including in the U.K. and Belgium, and we sell our products and services to clients globally. These international operations subject us to additional risks that may adversely affect our business, results of operations and financial condition.

Legal proceedings

From time to time, we may become involved in legal or regulatory proceedings, including intellectual property claims, commercial contract matters or employment-related disputes. Such cases may raise complex factual and legal issues, may subject us to material risks and uncertainties, could require significant management time and corporate resources to defend, could result in significant media coverage and negative publicity, and could be harmful to our reputation and our brand. We are not currently a party to any litigation or regulatory proceeding that we expect to have a material adverse effect on our business, results of operations, financial conditions or cash flows.

The opening of Item 3, Legal Proceedings.¹³