FiscalNote (NOTE)

FiscalNote Intermediate HoldCo, Inc. • FiscalNote Holdings • FiscalNote, Inc. • VoterVoice, L.L.C. • CQ-Roll Call, Inc. • Capitol Advantage LLC • Sandhill Strategy LLC • FactSquared, LLC • The Oxford Analytica International Group, LLC • Oxford Analytica Inc. ...

NOTE stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$2.92

Low target

$1.75

High target

$3.50

EF Hutton

Maintains

Buy

$3.50

1 Nov 24

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

15 Jan 25

8-K

Departure of Directors or Certain Officers

3 Jan 25

8-K

Fiscalnote Announces Update to Board of Directors

19 Dec 24

DEF 14C

Information statement

10 Dec 24

424B3

Prospectus supplement

6 Dec 24

EFFECT

Notice of effectiveness

5 Dec 24

8-K

Fiscalnote Receives Continued

29 Nov 24

$5.50 mm in equity / debt, sold $5.50 mm, 1 investor

Fiscalnote Announces Leadership Succession Plan to Drive Next Phase of Growth

15 Nov 24

Transcripts

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NOTE

Earnings call transcript

2024 Q3

12 Nov 24

NOTE

Earnings call transcript

2024 Q2

8 Aug 24

NOTE

Earnings call transcript

2024 Q1

9 May 24

NOTE

Earnings call transcript

2023 Q4

12 Mar 24

NOTE

Earnings call transcript

2023 Q3

14 Nov 23

NOTE

Earnings call transcript

2023 Q2

9 Aug 23

NOTE

Earnings call transcript

2023 Q2

9 Aug 23

NOTE

Earnings call transcript

2023 Q1

10 May 23

NOTE

Earnings call transcript

2022 Q4

28 Mar 23

Latest ownership filings

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Gerald Yao

23 Jan 25

144

Notice of proposed sale of securities

Notice of proposed sale of securities

3 Jan 25

144

Notice of proposed sale of securities

2 Jan 25

144

Notice of proposed sale of securities

Notice of proposed sale of securities

18 Dec 24

Manoj Jain

16 Dec 24

Financial summary

Financial statements Chart NOTE financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	26.37 mm	26.37 mm	26.37 mm	26.37 mm	26.37 mm	26.37 mm
Cash burn (monthly)	1.65 mm	(no burn)	5.19 mm	2.22 mm	987.33 k	625.33 k
Cash used (since last report)	6.64 mm	n/a	20.86 mm	8.94 mm	3.97 mm	2.52 mm
Cash remaining	19.73 mm	n/a	5.52 mm	17.43 mm	22.40 mm	23.86 mm
Runway (months of cash)	11.9	n/a	1.1	7.8	22.7	38.1

Beta Read what these cash burn values mean

Financial data from FiscalNote earnings reports.

Institutional ownership, Q3 2024

NOTE institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	79	83	-4.8%
Opened positions	15	25	-40.0%
Closed positions	19	12	+58.3%
Increased positions	27	23	+17.4%
Reduced positions	12	17	-29.4%

13F shares	Current	Prev Q	Change
Total value	96.25 bn	104.03 bn	-7.5%
Total shares	18.18 bn	18.19 bn	-0.0%
Total puts	800.00	0.00	NEW
Total calls	74.60 k	770.02 k	-90.3%
Total put/call ratio	0.0	–	–

Largest owners	Shares	Value	Change
Tim Hwang	18.09 bn	$24.78 bn	0.0%
Duddell Street	37.31 mm	$236.16 mm	0.0%
Maso Capital Partners	29.16 mm	$37.33 bn	-23.1%
MS Morgan Stanley	5.06 mm	$6.48 bn	+33.1%
Vanguard	4.29 mm	$5.49 bn	+1.3%
BlackRock	4.23 mm	$5.41 bn	NEW
Millennium Management	1.74 mm	$2.23 bn	+2.6%
Geode Capital Management	1.55 mm	$1.99 bn	+7.5%
Samjo Management	1.38 mm	$1.77 bn	+31.4%
Integrated Core Strategies	1.28 mm	$0.00	0.0%

Largest transactions	Shares	Bought/sold	Change
Maso Capital Partners	29.16 mm	-8.75 mm	-23.1%
BlackRock	4.23 mm	+4.23 mm	NEW
BLK BlackRock	0.00	-4.10 mm	EXIT
LMR Partners	0.00	-2.23 mm	EXIT
MS Morgan Stanley	5.06 mm	+1.26 mm	+33.1%
Kennedy Capital Management	891.56 k	+891.56 k	NEW
Stonehill Capital Management	777.29 k	+777.29 k	NEW
Samjo Management	1.38 mm	+330.00 k	+31.4%
Saba Capital Management	0.00	-292.33 k	EXIT
Ovata Capital Management	0.00	-194.55 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

NOTE insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 Jan 25	Gerald Yao	Class A Common Stock	Sell	Dispose S	Yes	Yes	1.5	2,750	4.13 k	190,289
2 Jan 25	Tim Hwang	Class A Common Stock	Sell	Dispose S	Yes	Yes	1.0234	25,000	25.59 k	2,293,924
2 Jan 25	Tim Hwang	Class A Common Stock	Sell	Dispose S	Yes	Yes	1.0561	34,149	36.06 k	2,318,924
31 Dec 24	Josh Resnik	Class A Common Stock	Sell	Dispose S	No	Yes	1.0157	3,411	3.46 k	1,230,183
18 Dec 24	Gerald Yao	Class A Common Stock	Sell	Dispose S	Yes	Yes	1.5	2,750	4.13 k	193,039
2 Dec 24	Tim Hwang	Class A Common Stock	Sell	Dispose S	Yes	Yes	1.0372	25,000	25.93 k	2,353,073
2 Dec 24	Tim Hwang	Class A Common Stock	Sell	Dispose S	Yes	Yes	0.9604	47,439	45.56 k	2,378,073