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FiscalNote CSO Gerald Yao sells $5,335 in company stock

Published 07/22/2024, 05:28 PM
NOTE
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WASHINGTON, DC – FiscalNote Holdings, Inc. (NYSE:NOTE) reported that CSO and Director Gerald Yao has sold shares of the company's Class A Common Stock. According to the latest filing, the transactions took place on July 18, 2024, involving a total of 2,750 shares at a price of $1.94 per share, amounting to $5,335 in total.

The sales were executed in multiple transactions, each at the uniform price of $1.94, under a pre-arranged trading plan that Yao adopted on March 19, 2024. This plan falls under Rule 10b5-1, which allows company insiders to set up a predetermined plan to sell company stocks at a time when they are not in possession of material non-public information.

Following the sale, Yao's remaining direct holdings in FiscalNote are 4,000 shares of Class A Common Stock. Additionally, Yao holds 72,064 shares indirectly through the Gerald Yao Revocable Trust, dated January 10, 2019, of which he is a trustee.

Investors often monitor insider transactions as they can provide insights into an insider's view of the company's value. However, such sales and purchases can be subject to various strategies and financial planning considerations, such as diversification or liquidity needs, and may not necessarily reflect an executive's outlook on the company's future performance.

FiscalNote Holdings, Inc., headquartered in Washington, DC, is known for providing services in the business services sector. The company's shares are traded on the New York Stock Exchange under the ticker symbol NOTE.

In other recent news, FiscalNote Holdings, Inc. reported a promising start to 2024, with Q1 revenues reaching $32.1 million, slightly exceeding expectations, and marking the third consecutive quarter of adjusted EBITDA profitability. This follows the strategic divestiture of Board.org, which reduced the company's debt by $65 million and strengthened FiscalNote's cash position. Further, FiscalNote has recently entered into a distribution partnership with Creolytix, integrating Dragonfly's geopolitical and security intelligence with Creolytix's managed security platform. This collaboration aims to enhance risk management capabilities for small to mid-sized companies in the European market. In addition to the partnership, FiscalNote continues to expand its AI-driven product offerings, with the recent launch of the FiscalNoteGPT platform and the AI-powered Global Intelligence AI Copilot. These developments suggest FiscalNote's commitment to leverage its AI capabilities to drive growth and customer base expansion. As the company continues to explore growth strategies and partnerships, FiscalNote reaffirms its commitment to driving both bottom-line profitability and top-line growth.

InvestingPro Insights

As FiscalNote Holdings, Inc. (NYSE:NOTE) navigates the business services sector, recent market data from InvestingPro provides a snapshot of the company's financial health and market performance. With a market capitalization of $251.13 million, FiscalNote's valuation reflects investor sentiment and market conditions. Despite challenges indicated by a negative P/E ratio of -5.33, the company boasts a robust gross profit margin of 71.06% for the last twelve months as of Q1 2024, highlighting its efficiency in generating revenue relative to the cost of goods sold.

InvestingPro Tips highlight that while analysts do not expect the company to be profitable this year, FiscalNote has demonstrated a strong return over the last three months, with a price total return of 57.26%. Additionally, the company has experienced a significant price uptick over the last six months, with a 95.74% return. These metrics suggest active investor interest and a potentially positive market trend for FiscalNote's stock.

For investors seeking a deeper dive into FiscalNote's performance and future prospects, InvestingPro offers additional insights. Subscribers can access a wealth of information, including a full list of InvestingPro Tips, which may guide investment decisions. To enrich your investment strategy, use coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription at https://www.investing.com/pro/NOTE. Discover what the additional tips reveal about FiscalNote's financial journey and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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