NOTE on OTC
FiscalNote Holdings, Inc.
American business services company based in Washington, listed on OTC (NOTE). Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
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Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Research and development10¢$9.6M
- Other costs89¢$84.6M
- Income tax1¢$1.2M
Out of $95.4M in revenue.2 The company lost money this year.
Financial statements
| Fiscal year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | $82.9M4 | $113.8M5 | $132.6M6 | $120.3M2 | $95.4M2 | |
| Research and development | $24.0M4 | $20.7M5 | $18.2M6 | $12.8M2 | $9.6M2 | |
| Operating expenses | $138.5M4 | $202.0M5 | $230.4M6 | $152.2M2 | $144.9M2 | |
| Operating income | -$55.6M4 | -$88.2M5 | -$97.7M6 | -$31.9M2 | -$49.5M2 | |
| Income before tax | -$117.3M4 | -$221.5M5 | -$115.2M6 | $10.1M2 | -$66.5M2 | |
| Income tax | -$7.9M4 | -$3.3M5 | $223.0K6 | $536.0K2 | -$1.2M2 | |
| Net income | -$109.4M4 | -$218.3M5 | -$115.5M6 | $9.5M2 | -$65.2M2 | |
| Earnings per share | -$19.804 | -$3.685 | -$0.886 | $0.832 | -$4.652 | |
| Earnings per share (diluted) | -$19.804 | -$3.685 | -$0.886 | $0.832 | -$4.652 | |
| Shares (weighted, basic) | 15.5M shares4 | 66.5M shares5 | 131.4M shares6 | 11.4M shares2 | 14.0M shares2 | |
| Shares (weighted, diluted) | 15.5M shares4 | 66.5M shares5 | 131.4M shares6 | 11.4M shares2 | 14.0M shares2 |
| Fiscal year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Cash | $010 | $32.2M4 | $60.4M5 | $16.5M6 | $28.8M2 | $24.3M2 |
| Receivables | $11.2M4 | $14.9M5 | $16.9M6 | $13.5M2 | $12.0M2 | |
| Current assets | $1.2M10 | $54.3M4 | $86.0M5 | $49.8M6 | $57.2M2 | $45.5M2 |
| Property, plant and equipment | $7.5M4 | $7.3M5 | $6.1M6 | $5.1M2 | $4.2M2 | |
| Goodwill | $188.8M5 | $194.4M6 | $187.7M2 | $159.1M2 | $123.0M2 | |
| Intangible assets | $117.7M4 | $106.1M5 | $90.9M6 | $70.9M2 | $53.0M2 | |
| Total assets | $176.2M10 | $378.5M4 | $433.2M5 | $370.6M6 | $326.2M2 | $255.1M2 |
| Accounts payable | $1.7M10 | |||||
| Short-term debt | $13.6M4 | $68.0K5 | $105.0K6 | $36.0K2 | $2.8M2 | |
| Current liabilities | $359.7K10 | $69.5M4 | $62.1M5 | $65.7M6 | $51.3M2 | $44.4M2 |
| Long-term debt | $317.6M4 | $162.0M5 | $222.3M6 | $147.0M2 | $125.6M2 | |
| Total liabilities | $27.3M10 | $411.3M4 | $288.5M5 | $327.1M6 | $228.4M2 | $193.2M2 |
| Retained earnings | -$481.4M4 | -$700.7M5 | -$816.4M6 | -$806.9M2 | -$872.1M2 | |
| Shareholders’ equity | -$231.2M4 | -$482.0M5 | $144.7M6 | $43.5M2 | $97.8M2 | $62.0M2 |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Leadership
Who has led FiscalNote Holdings, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
Chair
Chief financial officer
Chief operating officer
- Chief executive officerKey Compton Jul 10, 2026 to now12
- Chief executive officerJosh Resnik Jan 3, 2025 to Jul 10, 202613
- Chief executive officerManoj Jain Oct 28, 2020 to Nov 12, 202014
- ChairManoj Jain Oct 28, 2020 to Nov 12, 202014
- PresidentKey Compton Jul 10, 2026 to now12
- PresidentJosh Resnik Jan 4, 2024 to Jul 10, 202615
- Chief financial officerJon Slabaugh Jan 10, 2024 to now16
- Chief financial officerAllan Finnerty Oct 28, 2020 to Nov 12, 202017
- Chief operating officerJosh Resnik Jan 4, 2024 to Dec 9, 202415
Board members and other officers (21)
- OfficerGerald Yao Aug 2, 2022 to now18
- OfficerJon Slabaugh Aug 2, 2022 to Dec 11, 202319
- OfficerJosh Resnik Aug 2, 2022 to Dec 11, 202320
- OfficerKrystal Putman-Garcia Aug 2, 2022 to Mar 12, 202421
- Chief Accounting OfficerPaul Donnell Aug 2, 2022 to now22
- OfficerReed Fawell Aug 2, 2022 to Aug 2, 202223
- OfficerVibha Jain Miller Aug 2, 2022 to May 2, 202324
- Chief Technology OfficerVlad Eidelman Aug 2, 2022 to May 9, 202425
- OfficerTodd Aman Aug 5, 2022 to Nov 17, 202326
- Co-CIO, Pres. and CROSohit Khurana Oct 28, 2020 to Nov 12, 202027
- Board memberAnna Sedgley Aug 2, 2022 to now28
- Board memberBrandon Sweeney Aug 2, 2022 to now29
- Board memberConrad Yiu Aug 2, 2022 to Dec 16, 202430
- Board memberGerald Yao Aug 2, 2022 to now18
- Board memberKeith Nilsson Aug 2, 2022 to now31
- Board memberKey Compton Aug 2, 2022 to now32
- Board memberManoj Jain Aug 2, 2022 to now33
- Board memberBradford Allen Oct 28, 2020 to Oct 28, 202034
- Board memberMarc Holtzman Oct 28, 2020 to Oct 28, 202035
- Board memberSohit Khurana Oct 28, 2020 to Nov 12, 202027
- General counselTodd Aman Jan 23, 2024 to now36
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, 202337
- Executive OfficerVlad Edelman named Feb 10, 202338
- DirectorMichael Callahan named Feb 10, 2023 to Aug 18, 202539
- DirectorTimothy Hwang named Feb 10, 2023 to Aug 18, 202539
- DirectorStanley McChrystal named Feb 10, 2023 to Mar 28, 202540
Former names
- Duddell Street Acquisition Corp.Sep 8, 2020 to Jul 29, 20223
Timeline
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:
- Oct 8, 20264 EDGAR
- Oct 8, 20264 EDGAR
- Sep 2, 20268-K EDGAR
- Aug 14, 2026S-8 EDGAR
- Aug 10, 202610-Q EDGAR
- Aug 10, 20268-K EDGAR
- Jul 29, 20264 EDGAR
- Jul 29, 20264 EDGAR
- Jul 28, 20264 EDGAR
- Jul 28, 20268-K/A EDGAR
- Jul 24, 20268-K EDGAR
- Jul 10, 20264 EDGAR
- Jun 26, 20268-K EDGAR
- Jun 24, 20268-K EDGAR
- Jun 16, 20268-K EDGAR
- May 29, 20268-K EDGAR
- May 19, 20264 EDGAR
- May 18, 20268-K EDGAR
- May 13, 20264/A EDGAR
- May 11, 202610-Q EDGAR
The 848 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
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.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Feb 2, 2026 | Hwang TimDirector | Sale | 4,090 | $1.20 | $4.9K | Form 4 |
| Jan 2, 2026 | Hwang TimDirector | Sale | 1,716 | $1.61 | $2.8K | Form 4 |
| Dec 2, 2025 | Hwang TimDirector | Sale | 5,590 | $1.91 | $10.7K | Form 4 |
| Nov 6, 2025 | Hwang TimDirector | Sale | 7,695 | $2.59 | $19.9K | Form 4 |
| Oct 1, 2025 | Hwang TimDirector | Sale | 4,766 | $4.80 | $22.9K | Form 4 |
| Sep 3, 2025 | Hwang TimDirector | Sale | 5,785 | $4.24 | $24.5K | Form 4 |
| Aug 1, 2025 | Hwang TimDirector | Sale | 56,155 | $0.58 | $32.6K | Form 4 |
| Jul 1, 2025 | Hwang TimDirector | Sale | 37,201 | $0.65 | $24.2K | Form 4 |
| Jun 2, 2025 | Resnik JoshPresident and CEO | Sale | 3,876 | $0.64 | $2.5K | Form 4 |
| Jun 2, 2025 | Hwang TimDirector | Sale | 40,998 | $0.64 | $26.2K | Form 4 |
| May 19, 2025 | Aman ToddChief Legal & Admin. Officer | Sale | 528 | $0.69 | $364 | Form 4 |
| May 7, 2025 | Aman ToddChief Legal & Admin. Officer | Sale | 790 | $0.64 | $506 | Form 4 |
| May 7, 2025 | Donnell PaulChief Accounting Officer | Sale | 517 | $0.64 | $331 | Form 4 |
| May 7, 2025 | Hwang TimDirector | Sale | 9,515 | $0.64 | $6.1K | Form 4 |
| May 1, 2025 | Hwang TimDirector | Sale | 29,105 | $0.64 | $18.6K | Form 4 |
| Apr 30, 2025 | Resnik JoshPresident and CEO | Sale | 3,691 | $0.62 | $2.3K | Form 4 |
| Apr 7, 2025 | Donnell PaulChief Accounting Officer | Sale | 491 | $0.75 | $368 | Form 4 |
| Apr 3, 2025 | Resnik JoshPresident and CEO | Sale | 4,435 | $0.68 | $3.0K | Form 4 |
| Apr 3, 2025 | Hwang TimDirector | Sale | 34,120 | $0.68 | $23.2K | Form 4 |
| Mar 3, 2025 | Hwang TimDirector | Sale | 51,137 | $1.14 | $58.1K | Form 4 |
All 135 trades can be filtered by person here when JavaScript is on.
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, 202441
- Keith NilssonSC 13D/A, 3 filings Aug 8, 2022 to Dec 18, 202342
- Gerald YaoSC 13D/A, 2 filings Aug 8, 2022 to Nov 29, 202343
- Tim HwangSC 13D/A, 3 filings Aug 8, 2022 to Nov 17, 202344
- INTEGRATED CORE STRATEGIES (US) LLCSC 13G/A, 2 filings Dec 21, 2021 to Feb 14, 202345
- Duddell Street Holdings LtdSC 13D/A, 2 filings Aug 8, 2022 to Jan 25, 202346
- NINE MASTS CAPITAL LtdSC 13G/A, 2 filings Feb 10, 2022 to Jul 26, 202247
- Saba Capital Management, L.P.SC 13G/A, 1 filing Feb 14, 202248
Money raised
Private offerings the company reported to the SEC on Form D.
- Aug 5, 2025Raised $18.9 million in a private offering of debt Form D: $30 million offered in all Form D
- Mar 17, 2025Raised $5.8 million in a private offering of securities Form D: 1 investor so far Form D
- Nov 12, 2024Raised $5.5 million in a private offering of securities Form D: 1 investor so far Form D
- Dec 8, 2023Raised $6.3 million in a private offering of securities Form D: 1 investor so far Form D
- Mar 31, 2023Filed a private offering of securities Form D: 1 investor so far Form D
- Jan 27, 2023Raised $1.2 million in a private offering of securities Form D: 1 investor so far Form D
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 12SEC EDGARKey Compton, Chief executive officer
- 13SEC EDGARJosh Resnik, Chief executive officer
- 14SEC EDGARManoj Jain, Chief executive officer
- 15SEC EDGARJosh Resnik, President
- 16
- 17
- 18SEC EDGARGerald Yao, Officer
- 19SEC EDGARJon Slabaugh, Officer
- 20SEC EDGARJosh Resnik, Officer
- 21SEC EDGARKrystal Putman-Garcia, Officer
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- 23SEC EDGARReed Fawell, Officer
- 24SEC EDGARVibha Jain Miller, Officer
- 25
- 26SEC EDGARTodd Aman, Officer
- 27SEC EDGARSohit Khurana, Co-CIO, Pres. and CRO
- 28SEC EDGARAnna Sedgley, Board member
- 29SEC EDGARBrandon Sweeney, Board member
- 30SEC EDGARConrad Yiu, Board member
- 31SEC EDGARKeith Nilsson, Board member
- 32SEC EDGARKey Compton, Board member
- 33SEC EDGARManoj Jain, Board member
- 34SEC EDGARBradford Allen, Board member
- 35SEC EDGARMarc Holtzman, Board member
- 36SEC EDGARTodd Aman, General counsel
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