Form 4: FiscalNote Holdings CSO Gerald Yao Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Gerald Yao, CSO and Director of FiscalNote Holdings, reports a transaction involving Class A Common Stock related to tax obligations upon vesting of restricted stock units.

Summary

  • On April 8, 2024, Gerald Yao, the CSO and Director of FiscalNote Holdings, Inc., reported a change in beneficial ownership of the company's Class A Common Stock.
  • 1,059 shares were disposed of to satisfy tax obligations upon the vesting of 2,742 restricted stock units, at a price of $1.4 per share.
  • Following the transaction, Yao directly owns 4,000 shares of Class A Common Stock and indirectly owns 81,224 shares through the Gerald Yao Revocable Trust Dated January 10, 2019, where he serves as Trustee.

Sentiment

Score: 5

Explanation: Neutral sentiment as the filing reflects a routine transaction related to tax obligations.

Industry Context

This Form 4 filing is a routine disclosure required by the SEC for corporate insiders, providing transparency into their transactions in the company's stock.

Stakeholder Impact

  • The transaction has a minimal impact on shareholders as it is a standard procedure for covering tax obligations.

Key Dates

DateDescription
January 10, 2019Date of the Gerald Yao Revocable Trust
April 8, 2024Date of the transaction involving Class A Common Stock
April 10, 2024Date of signature for the Form 4 filing

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