query_id stringlengths 2 7 | query stringlengths 222 879 | document_ids stringlengths 320 6.35k | answer stringlengths 1 77 |
|---|---|---|---|
ZCSH | A digital asset investment vehicle's chief executive, who holds an MBA and began his career at an international consulting firm, was selected for an economic development fellowship during the 2016-2017 class. Within the same year this executive joined in 2024, the investment vehicle's affiliate faced a 2025 bankruptcy ... | [{'fact': 'Peter Mintzberg, CEO since August 2024, MBA from Harvard, started career at McKinsey & Co. with São Paulo operations, David Rockefeller Fellow 2016-2017', 'chunk_ids': ['0000950170-25-035469_241', '0000950170-25-035469_333', '0000950170-25-035469_304', '0000950170-25-035469_2'], 'is_final_answer': False}, {'... | 2.5% |
NCEL | A pharmaceutical company undergoing a merger has an executive who is a certified accountant in his fifties. Another director is an elderly professor from a research institute who developed a treatment for a neurological condition. The company licensed data from a European pharmaceutical entity for an upfront payment of... | [{'fact': '50-year-old board member is Ronen Twito, Executive Chairman nominee', 'chunk_ids': ['0001213900-25-026428_334', '0001213900-25-068765_283', '0001213900-25-086600_465', '0001213900-25-068765_475', '0001213900-25-065783_76', '0001213900-25-084157_473', '0001213900-25-068765_474'], 'is_final_answer': False}, {'... | $3 million |
PGACR | An offshore special purpose acquisition vehicle incorporated in mid-2024 completed its public offering in the fourth quarter of the same year. The company's finance chief, whose career included positions at a Swiss financial institution's investment banking arm and subsequently at an Asian securities house, draws a fix... | [{'fact': 'Company formed in Cayman Islands May 31, 2024, IPO December 6, 2024', 'chunk_ids': ['0001013762-25-002878_180', '0001013762-25-002878_180', '0001013762-25-002878_373', '0001013762-25-002878_1057', '0001013762-25-002878_437', '0001213900-25-044013_160', '0001013762-25-002878_626', '0001013762-25-002878_309', ... | $5,000 |
FITBI | A financial institution announced in 2025 an all-stock merger transaction with a banking peer. The current chief executive of the acquired entity will transition to an executive position and subsequently join the acquirer's board, while certain senior leaders will retain leadership responsibilities post-transaction. Sh... | [{'fact': 'Fixed exchange ratio is 1.8663 shares of Fifth Third common stock for each share of Comerica common stock', 'chunk_ids': ['0001193125-25-267273_2', '0001193125-25-267273_14', '0001193125-25-267273_39', '0000035527-25-000212_345', '0001193125-25-267273_16', '0001193125-25-267273_38', '0001193125-25-267273_56'... | 1.8663 shares per share, and three directors |
FECOF | A natural resource holding enterprise has a senior board member who serves on multiple committees. One of their portfolio companies operated offshore oil fields that were shut down after nearly four decades of production, with platforms later transferred to a national defense organization. Separately, the same company ... | [{'fact': 'Paul Wallace is 74 years old and serves on three committees (Audit, Compensation, Corporate Governance)', 'chunk_ids': ['0001477932-25-005053_41', '0001477932-25-005053_45'], 'is_final_answer': False}, {'fact': 'Nido Field shut down March 13, 2019, produced 18,917,434 barrels since inception, platforms trans... | 2.9 million |
SUIC | An entity with governance deficiencies documented at fiscal year-end 2024 subsequently added a board member in December 2025 who was educated in Asia and received municipal recognition in the late 2010s. On what date did this organization replace its external auditor? | [{'fact': 'Entity lacking independent directors as of December 31, 2024 is SUIC Worldwide Holdings Ltd.', 'chunk_ids': ['0001554795-25-000172_1'], 'is_final_answer': False}, {'fact': 'Co-Chair appointed Dec 1, 2025: Ms. Harriette Lo, educated at Nankai University in Hotel Management, received NYC Mayor Bill de Blasio a... | February 13, 2025 |
REI | An operator has a board member who holds a graduate counseling degree from a theological seminary. The same operator completed a 2025 acquisition with a deferred payment obligation of approximately $10 million payable by year-end. What percentage of this operator's proved reserves as of December 31, 2024 were located i... | [{'fact': 'Lead independent director Anthony B. Petrelli holds Master of Arts in Counseling from Denver Seminary (Colorado theological institution)', 'chunk_ids': ['0001628280-25-017570_18', '0001628280-25-017570_18'], 'is_final_answer': False}, {'fact': 'Lime Rock Acquisition closed March 31, 2025 in Andrews County, T... | 99.7% |
GEHC | A corporation completed an organizational realignment in 2024, shifting a therapeutic guidance division from one segment to another, which was subsequently renamed. In early 2025, this company also acquired the remaining equity stake in a Japanese pharmaceutical manufacturer from a corporate partner. Later that year, a... | [{'fact': 'Organizational realignment on July 1, 2024: Image Guided Therapies from Imaging to Ultrasound, renamed Advanced Visualization Solutions (AVS)', 'chunk_ids': ['0001932393-25-000005_110', '0001932393-25-000049_127', '0001932393-25-000049_73', '0001932393-25-000049_18', '0001932393-25-000014_108', '0001932393-2... | A product hold |
STRG | A company underwent a control change in May 2022, then months later acquired a majority stake in an entity for sixteen thousand dollars. That acquired entity had previously launched a product. The company later recorded two separate impairment losses. If a director of the acquired subsidiary received compensation of ro... | [{'fact': 'Control change on May 16, 2022, and acquisition of 80% of Live Investments Holdings for $16,000 on December 8, 2022', 'chunk_ids': ['0001640334-25-000716_1', '0001640334-25-000716_365', '0001640334-25-000716_210', '0001640334-25-000716_48', '0001640334-25-000716_180', '0001640334-25-000716_402', '0001640334-... | $96,160 |
RNST | A holding company that announced both a merger and an equity offering on the same date in summer 2024 also divested a business unit effective that same month. The divested unit had operated facilities in a southern state. How many locations does the acquirer of that business unit now lease from the divesting company? | [{'fact': 'Sale of Renasant Insurance, Inc. for $56.4 million on July 1, 2024, and public offering on same day as FBMS merger announcement (July 29, 2024)', 'chunk_ids': ['0000715072-25-000085_6', '0000715072-25-000057_6', '0000715072-25-000054_94', '0000715072-25-000041_11', '0000715072-25-000030_11'], 'is_final_answe... | eight offices |
FTCI | A manufacturer completed a share consolidation corporate action in late November 2024 to address an exchange listing compliance issue. The same company has a manufacturing partnership with a facility in a Texas location positioned between two major metropolitan areas. In December 2024, this manufacturer completed a fin... | [{'fact': 'FTC Solar completed 1-for-10 reverse stock split effective November 29, 2024 for Nasdaq compliance', 'chunk_ids': ['0000950170-25-047224_73', '0000950170-25-047224_211', '0000950170-25-047224_308', '0000950170-25-047224_116', '0000950170-25-047224_145', '0000950170-25-047224_335', '0000950170-25-047224_285',... | December 4, 2034 |
ADAMM | A trust entity completed an issuance of senior debt securities in early 2025. Around the same timeframe, one series of their preferred equity instruments transitioned from a fixed to a floating rate structure. An individual affiliated with multiple charitable trusts holds beneficial ownership of this entity's common eq... | [{'fact': '9.125% Senior Notes issued on January 14, 2025', 'chunk_ids': ['0001104659-25-003447_0', '0001104659-25-003447_1', '0001104659-25-003447_2', '0001104659-25-003444_0', '0001104659-25-003444_3', '0001104659-25-002551_0', '0001104659-25-002551_2', '0001104659-25-002551_15', '0001104659-25-002551_42', '000110465... | 348,371 |
AVNI | An operator that was originally incorporated in the late 1970s as a different entity underwent a stock split in 2023 and pays less than a thousand dollars annually for their executive office. On what day did they dismiss their previous independent registered public accounting firm, and on which date was the new Chief F... | [{'fact': 'Charter service operator (Down2Fish) in Tampa Bay area (Palmetto, Florida), incorporated June 16, 1977, executive office rent $828 annually', 'chunk_ids': ['0001713282-25-000574_0', '0001713282-25-000574_10', '0001713282-25-000578_10', '0001713282-25-000574_12', '0001713282-25-000654_13', '0001713282-25-0005... | July 24, 2025 and May 20, 2025 |
CNCKW | A Netherlands-incorporated holding company with primary operations in a major Asian economy received a workplace excellence recognition in late 2021. What percentage of this company's staff as of year-end 2024 were engineers, and who serves as the audit committee financial expert on their board - providing both their c... | [{'fact': "Company operates in world's fourth largest economy (Japan) and 37.1% engineers as of December 31, 2024", 'chunk_ids': ['0001213900-25-030417_12', '0001213900-25-030417_148', '0001213900-25-030417_182', '0001013762-25-003470_148', '0001013762-25-003470_184', '0001013762-25-003470_14', '0001213900-25-030417_14... | 37.1% engineers; Allerd Derk Stikker, age 63, BXR Group |
UVSP | A financial corporation experienced board changes in 2024. Its chairman, who served on a federal advisory body until 2024, leads with a director who previously worked in investment banking. Another board member is a CFO serving on an economic council. The corporation acquired certain assets in 2021 with ongoing conting... | [{'fact': '51-year-old chairman, Jeffrey M. Schweitzer, assumed Chair January 1, 2024, served Federal Advisory Council 2019-2024', 'chunk_ids': ['0000102212-25-000009_6', '0000102212-25-000006_112', '0000102212-25-000009_52'], 'is_final_answer': False}, {'fact': '66-year-old Lead Independent Director, Joseph P. Beebe, ... | 37,337 |
IRDM | A communications provider has a board member with an engineering degree from Rensselaer who became vice chair of an international organization in 2024. The company holds ownership in a joint venture that, upon a $120 million redemption, would retain a specific percentage. What is that retained ownership percentage foll... | [{'fact': "Board member Ms. Yeaney has engineering degree from Rensselaer, MBA from MIT, became vice chair of Plan International USA (children's rights organization) in December 2024", 'chunk_ids': ['0001628280-25-015183_25', '0001628280-25-015183_26', '0001628280-25-013200_25', '0001628280-25-013200_26'], 'is_final_an... | 27% |
GE | A conglomerate that completed a multiyear transformation into separate public companies finalized its last separation in Q2 of a given year. That same year, they divested two business units: a captive insurance subsidiary sold for $120 million in Q2, and a licensing operation sold to a technology firm for $441 million ... | [{'fact': 'GE Vernova separation completed April 2, 2024 (early Q2)', 'chunk_ids': ['0000040545-25-000015_115', '0000040545-25-000111_133', '0000040545-25-000111_94', '0000040545-25-000062_132', '0000040545-25-000062_80', '0000040545-25-000062_114', '0000040545-25-000132_58', '0000040545-25-000132_99', '0000040545-25-0... | $1,820 million |
OFIX | A company completed a corporate combination in 2023, assuming a contingent consideration obligation from the acquired entity related to an asset purchase that occurred in late 2022. What was the estimated fair value (in millions) of this obligation as of the end of 2024, and what was the total amount of shares (in mill... | [{'fact': 'Lattus contingent consideration fair value at December 31, 2024: $15.4 million', 'chunk_ids': ['0000950170-25-026066_52', '0000950170-25-026066_241', '0000950170-25-026066_176', '0000950170-25-026066_182', '0000950170-25-026066_242', '0000950170-25-026066_53', '0000950170-25-026066_280', '0000950170-25-02606... | $15.4 million and 3.0 million shares |
CAPL | A partnership appointed a senior officer in March of a certain year who previously led a convenience store consolidator and, before that, oversaw operations of multiple locations for a major retailer. Approximately eleven months later, the partnership entered into an agreement to terminate existing leases at multiple l... | [{'fact': 'Stephen J. Lattig appointed Senior Vice President of Retail on March 6, 2023; previously led Transit Energy Group (Southeast consolidator); oversaw 420 Circle K company-operated stores', 'chunk_ids': ['0000950170-25-028082_184', '0000950170-25-028082_7', '0000950170-25-028082_6', '0000950170-25-028082_12', '... | $10.2 million |
KAVL | A specialty products distributor has an interim executive on the board who previously served as Chief Financial Officer at a measurement company that was eventually acquired by an analytics firm. This same distributor executed an intellectual property licensing agreement with a European tobacco affiliate in 2022, and c... | [{'fact': 'Mark Thoenes, interim executive, was EVP/CFO at Rentrak, acquired by comScore in 2016', 'chunk_ids': ['0001731122-25-000185_127', '0001731122-25-000185_699', '0001731122-25-000185_786', '0001731122-25-000185_340', '0001731122-25-000185_430', '0001731122-25-000185_609', '0001731122-25-000185_1201', '000173112... | December 3, 2024 |
CLSKW | A company completed an acquisition in a regional service territory in late 2024 and separately resolved a dispute with a land development entity through settlement payments. During that same fiscal period, the company revised its asset depreciation schedule for specialized computing hardware from a longer timeframe to ... | [{'fact': 'GRIID Acquisition completed October 2024 in Tennessee Valley Authority service territory', 'chunk_ids': ['0001193125-25-297510_76', '0000950170-25-015470_14', '0000950170-25-015470_113'], 'is_final_answer': False}, {'fact': 'ILAL settlement for $1.5 million in two installments', 'chunk_ids': ['0001193125-25-... | 3 years |
VIST | An energy producer operating in an unconventional play announced in early 2025 the acquisition of a 50% working interest. The purchase price included deferred payments of $300 million to be paid without interest in two equal installments over a five-year period. For their 2025 fiscal year, board members excluding the c... | [{'fact': "Vista Energy's April 2025 acquisition from Carigali (Malaysian entity), La Amarga Chica with 247 wells, and $300M deferred payments in April 2029 and 2030", 'chunk_ids': ['0001193125-25-082220_1', '0001193125-25-082220_3', '0001193125-25-082223_69', '0001193125-25-082223_61', '0001193125-25-082223_19', '0001... | 6,000 |
CUB | A special purpose acquisition vehicle incorporated in an offshore jurisdiction in early 2024 has a board member who previously led an automotive manufacturer that shares its name with a racing team, serving in that role starting in the early 2000s. The entity also has a director with an educational background in mathem... | [{'fact': 'Lionheart Holdings incorporated in Cayman Islands on February 21, 2024', 'chunk_ids': ['0001013762-25-001006_454', '0001013762-25-001006_454', '0001013762-25-001006_1417', '0001013762-25-001006_1070', '0001213900-25-109274_59', '0001013762-25-001006_159', '0001213900-25-042278_48', '0001213900-25-074966_53',... | $9,800,000 |
NDRA | A diagnostic technology company underwent sequential equity restructurings during 2024 and implemented an alternative treasury strategy involving digital assets from a decentralized platform. The firm engaged an external asset manager and appointed that firm's senior executive to an advisory position. In connection wit... | [{'fact': 'Two reverse stock splits in 2024: August 20, 2024 at 1-for-50 ratio and November 7, 2024 at 1-for-35 ratio', 'chunk_ids': ['0001654954-25-003612_587', '0001654954-25-003612_84', '0001654954-25-005770_13', '0001654954-25-003612_653', '0001654954-25-003612_52', '0001213900-25-110887_217', '0001213900-25-110887... | $40,000 |
JL | A Cayman Islands holding company with operations in a Southeast Asian location has a financial executive who earned graduate credentials from a UK business school in 2021, several decades after receiving an undergraduate degree in education. This entity purchased a corporate bond in 2017 that subsequently began deferri... | [{'fact': 'CFO Ms. Wai Ha Tang with over 30 years of experience', 'chunk_ids': ['0001213900-25-068049_121', '0001213900-25-045507_123'], 'is_final_answer': False}, {'fact': 'Bond purchase in January 2017 for USD 200,200, BLUE SKYVIEW Co. Ltd 7.125% Perpetual Corp', 'chunk_ids': ['0001213900-25-068049_203'], 'is_final_a... | VND 550,590,760 |
USCB | A financial institution reorganized into a holding company structure in 2021. Their audit committee chair previously led an accounting firm and served on the board of a publicly-traded waste management company for over two decades ending in 2020. The CEO joined in 2015 after serving as President and CEO of another comm... | [{'fact': 'Regional financial institution reorganized into holding company structure in late 2021', 'chunk_ids': ['0001562762-25-000043_19', '0001193125-25-272361_10', '0001193125-25-111625_9', '0001193125-25-111625_8', '0000927089-25-000082_46', '0000927089-25-000082_45', '0001562762-25-000043_20', '0001193125-25-2723... | $509,250 in audit fees and $90,000 annual retainer for non-employee directors |
REE | An automotive technology company's compensation consultant blends survey data for executive benchmarking. The co-founder who leads this company chairs another startup co-founded by his relative in 2019, with a service agreement signed between the companies in 2021. What cash proceeds threshold triggers payment of the d... | [{'fact': 'REE Automotive Ltd. incorporated in Israel on January 16, 2011', 'chunk_ids': ['0001628280-25-025661_181', '0001628280-25-025661_84'], 'is_final_answer': False}, {'fact': 'Pearl Meyer uses 50/50 blend of Radford Technology and Towers Watson surveys for executive benchmarking', 'chunk_ids': ['0001213900-25-10... | $12 million |
VRT | A company that provides infrastructure for data centers announced in late 2025 that they completed an acquisition with potential earnouts tied to post-closing performance. Earlier that year, they appointed a new CFO who previously worked at a transportation-related company and began his professional career at a major d... | [{'fact': 'PurgeRite acquisition completed for $1 billion upfront plus up to $250 million earnouts', 'chunk_ids': ['0001674101-25-000031_0'], 'is_final_answer': False}, {'fact': 'Craig Chamberlin, age 45, served at Wabtec transit business from February 2022, started career at General Electric', 'chunk_ids': ['000162828... | 2506.4 |
CZR | A gaming and hospitality company has an executive whose related trust holds a minority stake in a partnership that leases a small commercial property to one of the company's facilities. This lease expires in a year ending in "57". In 2024, the company made distributions to partners in a joint venture for a gaming facil... | [{'fact': "Executive chairman Gary L. Carano's family trust holds ~27% interest in CSY partnership, leasing ~30,000 sq ft at Eldorado Resort Casino Reno, lease expires June 30, 2057", 'chunk_ids': ['0001590895-25-000068_264', '0001590895-25-000068_514', '0001590895-25-000110_43', '0001590895-25-000068_964', '0001590895... | 2057 |
RAIN | A company that finalized its business combination on December 31, 2024 has a leader who was the 33rd hire at a storage technology enterprise beginning in 1985. This entity obtained licensed technology in November 2022 with a projected ten-year lifecycle and contracted a senior advisor whose annual remuneration saw an a... | [{'fact': 'CEO was 33rd employee at EMC Corporation starting in 1985', 'chunk_ids': ['0001213900-25-032239_754'], 'is_final_answer': False}, {'fact': 'Licensed plasma physics technology from Dr. Theodore Anderson in November 2022, ten-year useful life, consultant fee increased from $186,000 to $252,000 in June 2025 (35... | 16% |
ROK | An automation manufacturer formed a joint venture in 2019 serving the energy sector. This venture experienced a goodwill impairment in fiscal 2023 and another asset impairment in fiscal 2025. In fiscal 2025, this manufacturer entered into hedging contracts for net investments in foreign subsidiaries. What was the gross... | [{'fact': 'Sensia joint venture formed October 2019, serves oil, gas, petrochemical sector', 'chunk_ids': ['0001024478-25-000116_205', '0001024478-25-000116_317', '0001024478-25-000116_124', '0001024478-25-000116_239', '0001024478-25-000116_351', '0001024478-25-000116_90'], 'is_final_answer': False}, {'fact': 'Sensia f... | $800 million and October 2023 |
BTBT | A blockchain infrastructure operator has a director who sought the U.S. presidency as an independent in a recent election. The chief financial officer earned a postgraduate law degree in 2001. The firm maintains preference shares carrying substantially higher voting power per share than ordinary shares. What initial co... | [{'fact': 'Board member Brock Pierce ran for President in 2020', 'chunk_ids': ['0001013762-25-000307_402', '0001013762-25-000307_693', '0001013762-25-000307_880', '0001013762-25-000307_1804', '0001013762-25-000307_1620', '0001013762-25-000307_2300', '0001013762-25-000307_2644', '0001013762-25-000307_1067', '0001013762-... | $15.9 million |
INMB | A clinical-stage biopharmaceutical company conducting a multi-country neuroinflammation trial reported significant Phase I biomarker decreases for neurodegeneration proteins after a three-month treatment period. Their Phase II study enrolled exactly 208 subjects and received a federal mental health institute award exce... | [{'fact': 'Phase I biomarker decreases of 84%, 46%, and 91% for neurodegeneration proteins after 3 months', 'chunk_ids': ['0001013762-25-003354_281', '0001013762-25-003354_556', '0001013762-25-003354_625', '0001013762-25-003354_99', '0001013762-25-003354_694', '0001013762-25-003354_762', '0001013762-25-003354_487', '00... | Purdue University |
MLSS | A medical device company received coding approval in 2022 for one of its systems. Around that time, they added a board member from the pain management industry. Years later, they appointed a new executive who initially earned modest monthly compensation. What firm was founded in 1985 by the octogenarian who chairs this... | [{'fact': 'Milestone Scientific received CPT code from American Medical Association in May 2022 for epidural system', 'chunk_ids': ['0001493152-25-022276_80', '0001493152-25-022276_35', '0001493152-25-022276_98'], 'is_final_answer': False}, {'fact': 'Shanth Thiyagalingam appointed as director, CEO of PainTEQ (pain ther... | Goldman Capital Management |
GIGGU | An acquisition company executed a definitive agreement in late September 2025 with a developer of compact nuclear reactor technology, following an exclusive arrangement signed roughly five weeks prior. What is the design life (in years) of the flagship product that features a modular transportable core? | [{'fact': 'GigCapital7 signed exclusive LOI with Hadron Energy on August 23, 2025, at $1.0 billion valuation, introduced by Cohen & Company', 'chunk_ids': ['0001193125-25-277896_308'], 'is_final_answer': False}, {'fact': 'Final definitive agreement executed on September 27, 2025', 'chunk_ids': ['0001193125-25-221783_23... | 50 years |
UZF | A telecommunications infrastructure company controlled by a majority shareholder entered into multiple spectrum asset divestiture agreements in the fourth quarter of 2024. Two of these agreements were valued at approximately one billion dollars each. An individual who holds an executive position at a subsidiary of the ... | [{'fact': "TDS holds 83% of UScellular's outstanding equity", 'chunk_ids': ['0000821130-25-000039_4', '0000821130-25-000039_2', '0000821130-25-000023_2', '0000821130-25-000032_27', '0000821130-25-000032_0', '0000821130-25-000032_44', '0000821130-25-000032_87', '0000821130-25-000032_112', '0000821130-25-000032_137', '00... | 4,449 towers and age 56 |
CAG | A corporation with senior debt instruments maturing in the early-to-mid 2030s maintains board governance policies including leadership structure provisions and director tenure guidelines. What percentage payout did their executive overseeing operational functions receive under the annual performance incentive program i... | [{'fact': 'Senior notes issued in July 2025 with 5.000% and 5.750% rates, maturing in 2030 and 2035 by Conagra Brands', 'chunk_ids': ['0001104659-25-068390_0', '0001104659-25-068390_11', '0001104659-25-068390_22', '0000023217-25-000045_0', '0000023217-25-000045_1', '0001104659-25-068390_91'], 'is_final_answer': False},... | 74.3% |
AAM-UN | A special purpose acquisition company established in 2024 has a financial oversight chair who earned undergraduate credentials in financial management in 1996. This individual also holds the financial expertise designation for this oversight body. The company's initial stakeholders purchased their Class B shares at a p... | [{'fact': 'Zhenxing Wang serves as audit committee chair and is designated as audit committee financial expert', 'chunk_ids': ['0001213900-25-022743_42', '0001213900-25-022743_479', '0001213900-25-022743_863', '0001213900-25-022743_1193', '0001213900-25-022743_705', '0001213900-25-022743_417', '0001213900-25-022743_355... | $8,625,000 |
GRAN | A financial advisory firm in a special administrative region has an independent board member and appointed a new financial controller in late 2025 who is 40 years old and previously worked at a publicly listed company on the local exchange. For their fiscal year ending March 2025, what percentage of their total revenue... | [{'fact': '66-year-old independent board member is Sing Kwong Simon, LAM', 'chunk_ids': ['0001213900-25-069627_123', '0001213900-25-060039_184', '0001213900-25-023979_186', '0001213900-25-030179_190'], 'is_final_answer': False}, {'fact': '40-year-old financial controller appointed September 2025, Mr. Lam, previously wo... | 14.9% |
LTRYW | An enterprise that regained exchange compliance in 2025 without implementing a shareholder-approved reverse stock split completed three significant events in sequential weeks. First, a court dismissed fraud claims with prejudice. Second, they acquired a platform from a seller for equity at a fixed price per share. Thir... | [{'fact': 'Lottery.com regained Nasdaq compliance in March 2025 without reverse stock split', 'chunk_ids': ['0001641172-25-005487_151', '0001641172-25-009053_230', '0001641172-25-006093_231', '0001641172-25-005663_184'], 'is_final_answer': False}, {'fact': 'Florida federal court dismissed McTurk fraud claims with preju... | Boladale Lawal & Company |
SUND | A firm with a board member who previously scaled a retail distribution operation to over a thousand locations before its divestiture in 2005 issued a private placement memorandum in the summer of 2023. The company has not convened an annual shareholder meeting in nearly a decade. What was the maximum dollar amount this... | [{'fact': 'Board member Glenn S. Dickman founded Video II in 1984, grew to over 1,400 locations in 38 states, sold in 2005', 'chunk_ids': ['0001641172-25-017143_317', '0001641172-25-017143_738', '0001641172-25-017143_477', '0001641172-25-017143_673', '0001641172-25-017143_424', '0001641172-25-017143_695', '0001641172-2... | $1,500,000 |
MITN | An externally managed investment vehicle that commenced operations in the summer of a year when it also went public has multiple series of cumulative redeemable preferred securities. The entity's management firm underwent a corporate transaction involving a larger asset manager, and in the same year, the entity itself ... | [{'fact': 'Company commenced operations in July 2011 (mid-2011) and TPG acquired TPG Angelo Gordon on November 1, 2023', 'chunk_ids': ['0001514281-25-000026_13', '0001628280-25-050624_223', '0001514281-25-000099_7', '0001514281-25-000062_197', '0001628280-25-050624_153', '0001514281-25-000026_119', '0001514281-25-00008... | 44.6% |
BHR-PD | A hospitality REIT with Texas headquarters entered into an unsecured lending arrangement in 2024 to finance a share purchase. The loan bears interest at a benchmark rate plus 300 basis points with a five-year term. Related agreements included standstill provisions lasting a decade from the loan date. The company subseq... | [{'fact': 'Headquarters at 14185 Dallas Parkway, Suite 1200, Dallas, Texas 75254', 'chunk_ids': ['0001574085-25-000024_148', '0001104659-25-119017_1', '0001574085-25-000111_81', '0001574085-25-000111_77', '0001574085-25-000111_0', '0001574085-25-000111_82', '0001104659-25-119017_0', '0001574085-25-000040_0', '000157408... | 3,500,000 shares |
KPEA | A Chinese entity restructured certain contractual arrangements in 2025 following an equity change by a shareholder. This entity has a board member who earned a graduate degree from a European university in 2015, and another board member who completed undergraduate studies at a provincial institution in 2020. In early 2... | [{'fact': 'VIE agreements restructured on June 10, 2025 due to shareholder equity transfer', 'chunk_ids': ['0001641172-25-017710_0', '0001641172-25-017710_0', '0001641172-25-017710_1', '0001641172-25-017710_2', '0001641172-25-023821_32', '0001641172-25-023821_33', '0001641172-25-023821_34'], 'is_final_answer': False}, ... | January 17, 2025 |
WSBC | A regional financial institution advises a proprietary family of mutual funds including a municipal bond fund. In 2024, this institution's board leadership received compensation including standard retainers plus enhanced fees for specific roles. Several new board members were appointed in 2025 pursuant to a merger agre... | [{'fact': 'WesMark Funds family comprises six mutual funds', 'chunk_ids': ['0000950170-25-030795_1', '0000950170-25-030795_106', '0001193125-25-201360_7', '0000950170-25-017126_8', '0001193125-25-201360_83'], 'is_final_answer': False}, {'fact': 'Chairman of the Board received an annual fee of $125,000 in 2024', 'chunk_... | Six funds; $125,000 |
AXS-PE | A specialty underwriter held its annual general meeting in May 2025. At this meeting, shareholders elected a Class III director who previously served in a state insurance regulatory capacity for approximately two years during the mid-2010s. In November of a year during that same decade, the company issued a series of p... | [{'fact': 'AXIS CAPITAL HOLDINGS LTD held Annual General Meeting on May 16, 2025', 'chunk_ids': ['0001214816-25-000128_1', '0001214816-25-000128_1'], 'is_final_answer': False}, {'fact': 'Class III director Anne Melissa Dowling, age 66 (born 1958), served as Director of Insurance for the State of Illinois from 2015 to 2... | 1982 |
BSFC | A marine protein enterprise's governing board includes an individual who holds both a graduate degree in strategic planning from a Pennsylvania institution and a religious studies credential. In a recent fiscal period, this entity entered into a convertible debt instrument with a fund carrying an annual rate exceeding ... | [{'fact': 'Board member Jeffrey J. Guzy holds MBA from Wharton (Ivy League strategic planning) and theology certificate from Georgetown University (Jesuit, DC)', 'chunk_ids': ['0001641172-25-015976_1906', '0001641172-25-015976_1218', '0001641172-25-015976_44', '0001641172-25-015976_581', '0001641172-25-015976_838', '00... | 40,000 |
EVC | A media company had a director who previously held a senior product role at an internet company before leaving in 2022. This media company vacated a leased facility in 2025 where the original lease was set to expire in 2034. How many thousand square feet was this facility? | [{'fact': 'Brad Bender served as VP Product Display and Video Advertising at Google from April 2008 to November 2022, joined Entravision board June 2023', 'chunk_ids': ['0000950170-25-058293_7', '0000950170-25-058293_7'], 'is_final_answer': False}, {'fact': '38 thousand square feet - Entravision vacated Santa Monica fa... | 38 |
RNGE | An enterprise that dissolved subsidiaries in 2023 recorded an impairment in the subsequent fiscal year. That same year, they divested a business to former management, receiving a warrant exercisable at nominal value that expires a decade later. Early the following year, they acquired extensive property in West Virginia... | [{'fact': 'Three subsidiary entities dissolved in November 2023: Aether Credit Ventures, Pristine Stream Ventures, and NextGen AgriTech', 'chunk_ids': ['0001641172-25-001343_1071', '0001641172-25-001863_63', '0001641172-25-001343_1116', '0001641172-25-001343_219', '0001641172-25-001343_1282', '0001641172-25-001343_969'... | 1500 |
SUNE | A renewable energy firm underwent corporate restructuring and issued equity financing warrants that could result in substantial share dilution at a floor price threshold. Their board includes a director with extensive financial services experience. What was the annual base compensation (in thousands of dollars) for the... | [{'fact': "Director Kevin O'Connor, age 62, led Dime Community Bank for 16 years", 'chunk_ids': ['0001213900-25-037633_5', '0001140361-25-041549_10', '0001140361-25-042993_10'], 'is_final_answer': False}, {'fact': 'Warrants could result in approximately 783 million shares at Floor Price of $0.23', 'chunk_ids': ['000114... | 295 |
MCHB | A financial institution completed a strategic loan portfolio sale in late 2024 to reduce wholesale funding costs, then consummated a business combination in September 2025 where voting equity holders of the target received precisely 3,301.0920 shares of the acquirer's publicly traded stock per share held. Concurrent wi... | [{'fact': 'Sale of $990 million multifamily loans with 3.30% weighted average interest rate, proceeds used to pay off funding at 4.65% rate', 'chunk_ids': ['0001518715-25-000026_43', '0001518715-25-000069_5'], 'is_final_answer': False}, {'fact': 'Merger completed September 2, 2025, voting shareholders received 3,301.09... | 1.38 |
TIPT | A company whose charitable entity constructed this number of freshwater access points in an African nation in 2022 is being acquired. The company's top officer maintained senior leadership tenure exceeding two decades. Their transaction advisor receives a completion payment that is a specific multiple of their initial ... | [{'fact': 'Fortegra Foundation built three water wells in Zambia in 2022', 'chunk_ids': ['0001393726-25-000028_67'], 'is_final_answer': False}, {'fact': 'Rick Kahlbaugh, Chief Executive Officer, over 20 years in executive leadership', 'chunk_ids': ['0001393726-25-000028_48', '0001393726-25-000028_67'], 'is_final_answer... | 10% |
SOBR | A hardware manufacturer specializing in biometric devices changed its independent registered public accounting firm in 2023. During fiscal 2024, their board held exactly three formal meetings. If you take the day of the month when their final scheduled board meeting occurred and subtract it from their insurance premium... | [{'fact': 'SOBR Safe, Inc. appointed Haynie & Company as independent registered public accounting firm on April 18, 2023', 'chunk_ids': ['0001477932-25-002746_1135', '0001477932-25-002746_49', '0001477932-25-002746_306', '0001477932-25-002746_389', '0001477932-25-002746_390', '0001477932-25-002746_473', '0001477932-25-... | 91 |
CRCT | A company that went public in 2021 implemented a workforce reduction in 2024. One of its board members previously led a major retailer until early 2021. In the fiscal year of the workforce reduction, what was this company's available borrowing capacity (in millions of dollars) under their revolving credit facility, and... | [{'fact': '8% workforce reduction implemented in March 2024 at Cricut', 'chunk_ids': ['0001828962-25-000039_53'], 'is_final_answer': False}, {'fact': 'Melissa Reiff served as CEO of The Container Store until February 2021, joined Cricut board March 2021', 'chunk_ids': ['0001828962-25-000065_14', '0001828962-25-000058_1... | $300 million and 7 directors |
HUM | A company operating senior-focused primary care centers entered into a partnership structured with put and call options based on revenue multiples. The entity also secured a major East Region contract beginning in early 2025. What is the approximate dollar amount range (in millions) for exercising the call option on th... | [{'fact': 'Company operates 344 primary care centers as of December 31, 2024, and has a strategic partnership', 'chunk_ids': ['0000049071-25-000007_82', '0000049071-25-000007_82', '0000049071-25-000007_28', '0000049071-25-000007_36', '0000049071-25-000007_83'], 'is_final_answer': False}, {'fact': 'Government contract s... | $600 million to $700 million |
IMXI | A firm engaged in a strategic transaction announced a per-share cash consideration representing a significant premium. The transaction featured separate termination fee structures where the buyer would pay $27.3 million under certain antitrust-related scenarios. Separately, this same company restructured operations in ... | [{'fact': '72% premium over $9.28 closing price on August 8, 2025', 'chunk_ids': ['0001140361-25-040538_86', '0001140361-25-038818_87', '0001140361-25-040538_29', '0001140361-25-038818_30'], 'is_final_answer': False}, {'fact': 'Parent Termination Fee of $27,300,000.00 for antitrust-related restraints', 'chunk_ids': ['0... | Cleveland Clinic Florida |
DTK | An energy company signed a power supply agreement in 2025 for a future data center. The company will build energy storage infrastructure with an operating period matching labor contracts expiring in 2027. The generation facility that was the single largest contributor to the company's 2024 power output is scheduled for... | [{'fact': 'Agreement signed October 28, 2025 between DTE Energy and Oracle subsidiary for data center power supply', 'chunk_ids': ['0000936340-25-000228_0'], 'is_final_answer': False}, {'fact': 'Energy storage operating term of 15 years, DTE Electric has 2,550 unionized employees, contracts expire in 2027', 'chunk_ids'... | 4 |
USB-PA | A regional financial institution classified under enhanced prudential standards had its full resolution plan submission deadline extended from mid-2024 to the fourth quarter of 2025. As of their most recent fiscal year-end, this institution employed a workforce in the range of 65,000-75,000 globally and maintained prin... | [{'fact': 'Category III entity with triennial full resolution plan extended from July 2024 to October 2025', 'chunk_ids': ['0000036104-25-000016_17'], 'is_final_answer': False}, {'fact': 'Employed approximately 70,263 active employees as of December 31, 2024', 'chunk_ids': ['0001104659-25-020883_82', '0000036104-25-000... | February 7, 2025 |
PSA-PH | A specialized real estate investment trust completed a major property improvement program in 2024 and maintains an ongoing energy efficiency initiative across its portfolio. In early 2025, disaster events impacted certain regions that contribute a notable portion of their stabilized portfolio's revenue. As of year-end ... | [{'fact': 'Property of Tomorrow program completed in 2024 for rebranding and upgrading customer zones, solar program targeting over 1,400 facilities, and early 2025 California wildfires affecting facilities generating approximately 10% of Same Store revenue', 'chunk_ids': ['0001393311-25-000036_2', '0001393311-25-00003... | 26 |
RKLIF | A listed service company's senior executive exercised share awards in the first quarter of 2024 and sold shares to cover tax obligations. The company opened a research facility in North America during the same period. In early 2025, an Asian institutional investor disclosed owning more than 6% of the company's shares. ... | [{'fact': 'North American research facility opened in March 2024 (Rentokil Terminix North America Innovation Centre)', 'chunk_ids': ['0001104659-25-027944_37'], 'is_final_answer': False}, {'fact': 'Singaporean sovereign wealth fund GIC disclosed 6.57% stake in January 2025', 'chunk_ids': ['0001104659-25-027944_51'], 'i... | 464,245 |
OPGN | A repositioned firm formed a partnership with a regional lender licensed by a territorial financial authority. Under the partnership agreement, for revenue streams outside of their primary platform operations, one party receives a specific percentage of profits when certain revenue thresholds are exceeded. A board memb... | [{'fact': 'Partnership formed in 2025 between CapForce and ECIB, a mid-shore lender in Labuan, Malaysia licensed by Labuan Financial Services Authority', 'chunk_ids': ['0001829126-25-006628_541', '0001829126-25-006628_1394', '0001829126-25-006628_1502', '0001829126-25-006628_2328', '0001829126-25-009312_69', '000182912... | 90% |
XHG | A corporation completed a major debt-for-equity conversion in the first half of 2025, shortly after implementing a reverse stock split. The same day this capital reorganization became effective, they established a new share-based compensation plan. What was the consolidation ratio applied to their outstanding securitie... | [{'fact': 'XChange TEC.INC consolidated 100,000 existing shares into 1 share', 'chunk_ids': ['0001213900-25-010265_0', '0001213900-25-103499_38', '0001213900-25-042664_0'], 'is_final_answer': False}, {'fact': 'Debt-for-equity conversion completed May 9, 2025 with issuance of 108,027,515,844 Converted Shares', 'chunk_id... | 100000 |
BCML | A financial institution has a board chairman who practiced law specializing in property exchange tax matters. At their shareholder meeting scheduled for June 2025, what percentage of votes approved the advisory compensation proposal at the prior year's meeting? | [{'fact': 'Board chairman Lloyd W. Kendall Jr. specialized in qualified intermediary services for tax-deferred property exchanges under Section 1031(a)', 'chunk_ids': ['0001730984-25-000031_12', '0001730984-25-000031_11'], 'is_final_answer': False}, {'fact': 'Shareholder meeting scheduled for June 17, 2025, at 2:30 p.m... | 96 |
EJH | A company completed dissolution of its variable interest entity structure in October of a certain year. The chief executive, who earned a postgraduate degree from a prominent Chinese university in 2010, is currently 52 years old. An independent board member serves as chief financial officer for an environmental service... | [{'fact': 'VIE structure dissolved on October 27, 2021', 'chunk_ids': ['0001213900-25-104179_53', '0001213900-25-104179_181', '0001013762-25-001635_54', '0001213900-25-074324_56', '0001213900-25-104179_1', '0001213900-25-081782_6', '0001013762-25-001635_56', '0001013762-25-001635_3', '0001213900-25-117283_3', '00012139... | five |
RRGB | A restaurant operator experienced leadership changes in 2025. A senior executive who had been entitled to significant relocation assistance when hired in 2023 departed early that year and received a special payment in connection with an upcoming equity award vesting. The company had previously obtained shareholder appr... | [{'fact': 'Marketing executive Kevin Mayer entitled to $300,000 relocation assistance when hired in April 2023', 'chunk_ids': ['0001104659-25-038610_49', '0001104659-25-025001_47', '0001104659-25-038610_49', '0001104659-25-025001_47'], 'is_final_answer': False}, {'fact': 'Shareholders approved 2024 Performance Incentiv... | 10000 |
BLTE | A clinical-stage pharmaceutical company was established as an exempted entity in early 2018. Its governance structure includes a prime number of directors, with exactly three qualifying as independent under marketplace listing standards. All members of this independent subset serve on an oversight committee. In the fou... | [{'fact': 'Belite Bio incorporated in Cayman Islands on March 27, 2018', 'chunk_ids': ['0001104659-25-101403_16', '0001104659-25-006367_13'], 'is_final_answer': False}, {'fact': 'Seven directors total, three independent directors', 'chunk_ids': ['0001104659-25-117702_86', '0001104659-25-006367_13', '0001104659-25-00636... | December 2024 |
MHLA | An offshore holding company re-domesticated its primary subsidiary to a northeastern U.S. state on a specific date in March 2020. Five years minus fourteen days after that re-domestication date, this company signed a combination agreement. The consummated combination resulted in a 1:0.05 share exchange ratio for legacy... | [{'fact': 'Maiden Reinsurance re-domesticated from Bermuda to Vermont on March 16, 2020', 'chunk_ids': ['0001412100-25-000043_90', '0001412100-25-000043_180', '0001412100-25-000043_223', '0001412100-25-000043_292', '0001412100-25-000043_47', '0001412100-25-000043_46', '0001412100-25-000011_150', '0001412100-25-000011_6... | 2028 |
MTB-PJ | A financial holding company hired a chief risk officer in 2024 who previously worked at a financial services firm. In the year when one of its bank subsidiaries saw a long-tenured female executive reach Senior Executive Vice President status, the parent company and a subsidiary simultaneously issued debt securities wit... | [{'fact': 'M&T is a regional financial holding company headquartered in Buffalo, New York with operations in the northeastern United States', 'chunk_ids': ['0001628280-25-006267_107', '0001628280-25-006267_87', '0001628280-25-006267_11', '0001193125-25-257002_7', '0001193125-25-044781_3', '0001193125-25-257002_68'], 'i... | 750 |
DWSN | A controlled company has a financial officer in their early 40s with Big Four accounting firm experience. In August 2025, the company financed equipment from a Texas-based subsidiary of a publicly traded entity using secured notes with a three-year term. What is the annual percentage rate on these notes? | [{'fact': 'Dawson Geophysical controlled by Wilks Brothers family office (80% voting power)', 'chunk_ids': ['0001558370-25-006017_5', '0001558370-25-006017_3', '0001558370-25-006017_10', '0001558370-25-006017_20', '0001104659-25-107773_0'], 'is_final_answer': False}, {'fact': 'Ian Shaw, 41 years old, CFO, worked at Ern... | 8.75 |
NSSC | A security technology company has a board member who became a state's chief executive in 2008. The majority of the company's workforce is in an offshore facility. During a fiscal quarter when this board member was re-elected, the company declared its first quarterly distribution below 13 cents. What was the exact per-s... | [{'fact': 'Board member David Paterson entered state legislature at 31 and became 55th governor in March 2008', 'chunk_ids': ['0001140361-25-039260_4', '0001140361-25-039260_4'], 'is_final_answer': False}, {'fact': 'Dominican Republic factory makes up 72% (three-quarters) of employees', 'chunk_ids': ['0001140361-25-039... | 0.125 |
RPTX | A biotechnology firm undertaking strategic discontinuance of operations entered into a major collaboration where the partner made an equity investment. The partner's equity stake converted to shares at the firm's initial public offering. Years later, that same firm agreed to be acquired, with a deal protection provisio... | [{'fact': '2020 pharmaceutical collaboration with Bristol-Myers Squibb: total milestone payments of $301.0 million', 'chunk_ids': ['0000950170-25-030405_14', '0000950170-25-030405_54', '0000950170-25-030405_110', '0000950170-25-030405_143'], 'is_final_answer': False}, {'fact': "Partner's equity investment through warra... | 25517 |
AGSS | A company acquired an operational entity in 2023. This entity had received advance payments from another firm during its initial years of operation, with this arrangement ending in 2021. A former military leader who headed a task force examining security at a federal facility following certain incidents and who establi... | [{'fact': 'AmeriGuard Security Services acquired TransportUS Inc. on October 20, 2023', 'chunk_ids': ['0001829126-25-003553_719', '0001829126-25-003553_546', '0001829126-25-003478_9', '0001829126-25-003553_219', '0001829126-25-003553_3', '0001829126-25-003553_769', '0001829126-25-003553_180', '0001829126-25-003553_444'... | 24.6 |
NOEMW | A blank check company that completed its initial public offering has board members including one who previously worked at a firm that later collapsed, and another with designated financial expertise. The company issued equity compensation to its offering representative with transfer restrictions. However, filings show ... | [{'fact': 'SPAC is CO2 Energy Transition Corp., went public November 22, 2024', 'chunk_ids': ['0001213900-25-075048_28', '0001213900-25-042720_27', '0001013762-25-004368_1218', '0001013762-25-004368_844', '0001013762-25-004368_619', '0001013762-25-004368_6', '0001013762-25-004368_214', '0001013762-25-004368_889', '0001... | 138,000 |
WEBNF | A banking corporation's annual disclosure shows acquired brand intangibles allocated to distinct operating segments, with one retail-focused unit carrying 350 and another encompassing commercial operations and platforms carrying 288. In the same reporting period, they transitioned to a new independent auditor. What was... | [{'fact': 'Brand names allocated to Consumer ($350 million) and Business & Wealth ($288 million) segments', 'chunk_ids': ['0001104659-25-105894_110'], 'is_final_answer': False}, {'fact': "New audit firm KPMG has served as the Company's auditor since 2025", 'chunk_ids': ['0001104659-25-105894_156', '0001104659-25-105894... | 50157 |
LAZ | An advisory firm with two board members who both previously led asset management companies has the following characteristics: One board member stepped down from running an investment firm in 2024 after becoming CEO in 2016. The firm's current chairman previously served at a federal executive office focused on budget ma... | [{'fact': 'Board member Peter Harrison, age 59, stepped down from Schroders in November 2024 after serving as CEO since April 2016', 'chunk_ids': ['0001140361-25-010240_7', '0001140361-25-010240_7'], 'is_final_answer': False}, {'fact': 'Chairman Peter Orszag, age 56, served as Director of Office of Management and Budge... | 10 |
EVGN | A publicly-traded biotechnology company has a board member with a substantial patent portfolio who co-founded numerous ventures. This company participates in a consortium with a renowned research institute on a project related to photosynthetic pathways. A subsidiary of this firm delivered proprietary seed varieties to... | [{'fact': 'Board member Dr. Oded Shoseyov with 103 patents and 18 companies founded', 'chunk_ids': ['0001178913-25-001092_22', '0001178913-25-001092_138', '0001178913-25-001092_207'], 'is_final_answer': False}, {'fact': 'European consortium with €2.5 million budget, Max Planck Institute, carbon dioxide assimilation in ... | 250 |
SVREW | An automotive safety technology company whose CEO shares initials with a professional networking platform founder had accumulated significant losses by the end of 2024. During that year, they retained consultants to analyze the market for a solution targeting vulnerable road users using radio frequency technology. What... | [{'fact': 'Israeli automotive safety tech firm SaverOne with accumulated losses of approximately $46.1 million by end of 2024', 'chunk_ids': ['0001213900-25-057237_20', '0001013762-25-001028_3', '0001213900-25-026309_19', '0001213900-25-060400_36', '0001213900-25-057237_36', '0001013762-25-001028_73', '0001013762-25-00... | 1.5 |
NOTV | A company has a board member with dual graduate degrees from a Chicago institution and an undergraduate economics degree from Connecticut. This organization issued second lien secured notes and also received a settlement from a design firm regarding wastewater facility issues. What amount in millions did they agree to ... | [{'fact': 'Board member with J.D./M.B.A. from University of Chicago and A.B. from Wesleyan University with high honors in Economics', 'chunk_ids': ['0001628280-25-002250_22', '0001628280-25-002250_21'], 'is_final_answer': False}, {'fact': 'Second lien secured notes issued on September 13, 2024', 'chunk_ids': ['00016282... | 3.5 |
BANC-PF | A financial institution completed a reverse merger in late 2023. In 2024, the combined entity granted performance-based equity awards to executives requiring the stock to achieve and maintain a specific volume-weighted average price for 20 consecutive trading days within four years. The entity also sold a substantial l... | [{'fact': 'Reverse merger November 30, 2023, exchange ratio of 0.6569 shares', 'chunk_ids': ['0001628280-25-009438_112', '0001628280-25-009438_409', '0001628280-25-009438_12', '0001628280-25-009438_82', '0001628280-25-009438_183', '0001628280-25-009438_309', '0001628280-25-009438_379', '0001628280-25-009438_480', '0001... | $28.73 |
NMFCZ | A lending institution whose subsidiaries received federal licenses allowing access to certain leverage programs saw 2018 legislation increase the individual borrowing cap to what amount? The firm occupies which floor of its New York office building, and recently initiated a repurchase offer for debt securities at what ... | [{'fact': 'SBIC subsidiaries received licenses in August 2014 and August 2017', 'chunk_ids': ['0001496099-25-000010_114', '0001496099-25-000035_407', '0001496099-25-000018_333', '0001496099-25-000010_161', '0001496099-25-000035_256', '0001496099-25-000018_201', '0001496099-25-000027_250', '0001496099-25-000027_395'], '... | $175 million, 48th floor, and $1,010 |
JUNS | A pharmaceutical company that completed its IPO in late 2024 compensates an executive through a consulting arrangement with an entity co-owned by the executive's spouse. When contingent bonuses were approved for certain officers, a minimum liquidity requirement was established for payment. What is the minimum cash thre... | [{'fact': 'Company went public in December 2024 on Nasdaq (JUNS)', 'chunk_ids': ['0001641172-25-001261_1307', '0001641172-25-001261_1432', '0001493152-25-023603_7', '0001493152-25-025204_278'], 'is_final_answer': False}, {'fact': 'CFO compensated through Titan Advisory Services LLC, co-owned by Mr. Elmasri and his wife... | $3,500,000 |
FOXX | A distribution business completed a transaction in September 2024. Their board chairwoman and CFO founded a startup focused on educational content in 2018. An independent director who joined late 2024 previously worked for a U.S. Senator and later held a state treasurer position. Prior to closing, the company received ... | [{'fact': 'Business Combination closed on September 26, 2024', 'chunk_ids': ['0001213900-25-098953_970', '0001213900-25-043597_59', '0001213900-25-098953_569', '0001213900-25-006111_70', '0001213900-25-098953_1102', '0001213900-25-098953_1234', '0001213900-25-002199_181', '0001213900-25-098953_434', '0001213900-25-0989... | 2 |
CNDT | A company completed divestitures in 2024 and used proceeds to prepay term loan debt. They also repurchased shares from certain investors, resulting in board member resignations. How many million dollars in principal did the company prepay on the term loan that was completely retired? | [{'fact': 'Purchase agreement with Carl Icahn and affiliates to buy back ~38 million shares, resulting in resignation of three board members: Hunter Gary, Jesse A. Lynn, and Steven Miller', 'chunk_ids': ['0001677703-25-000062_23', '0001677703-25-000029_132', '0001677703-25-000029_60'], 'is_final_answer': False}, {'fact... | 502 |
LVPA | A dormant company underwent custodianship and subsequent ownership changes. The current chief executive obtained controlling interest through a transaction in late 2023. A financial officer who joined on the same date in 2023 holds a business administration degree from an institution in an autonomous region. How many y... | [{'fact': 'Custodianship in March 2020 in Clark County, Nevada', 'chunk_ids': ['0001477932-25-003365_0', '0001477932-25-003365_262', '0001477932-25-003365_210', '0001477932-25-003365_228', '0001477932-25-003365_155', '0001477932-25-003365_174', '0001477932-25-003365_136', '0001477932-25-003365_98', '0001477932-25-00336... | 15 |
MYSZ | A company completed an acquisition in 2022. Subsequently, a facility incident resulted in merchandise destruction. In 2024, they executed a stock consolidation. Later, a board member with previous financial leadership experience in the life sciences sector joined their governance structure. What was the amount in thous... | [{'fact': 'Orgad acquisition completed February 7, 2022', 'chunk_ids': ['0001641172-25-000990_1274', '0001641172-25-000990_99', '0001641172-25-000990_1080', '0001641172-25-000990_637', '0001641172-25-000990_4', '0001641172-25-000990_808', '0001641172-25-000990_728', '0001641172-25-000990_1097', '0001641172-25-000990_27... | 50 |
RMSGW | A holding company completed a business combination transaction in late 2024. In its fiscal year ending in the first quarter of the following year, compensation to directors and officers was publicly disclosed. During a subsequent period in 2025, certain debt instruments were converted into equity. How many Class A ordi... | [{'fact': 'Cayman Islands holding company completed Business Combination on November 19, 2024', 'chunk_ids': ['0001641172-25-021609_116', '0001641172-25-008924_1', '0001641172-25-021609_126', '0001641172-25-021609_92', '0001641172-25-021609_52', '0001641172-25-021609_131', '0001641172-25-021609_77', '0001641172-25-0216... | 316,004 |
NEGG | A company incorporated in an offshore jurisdiction had a board member who previously held a senior finance and control position at a restaurant conglomerate and currently chairs a casual dining chain. What percentage of their gross merchandise value involved third-party handling as of their most recent year-end? | [{'fact': 'Gregory Moore served as Senior Vice President and Controller at Yum! Brands and chairs Texas Roadhouse board', 'chunk_ids': ['0001213900-25-036055_98', '0001213900-25-036055_99'], 'is_final_answer': False}, {'fact': '8.9% of gross merchandise value was generated through third-party fulfillment services as of... | 8.9 |
PRSU | A hospitality company divested a business segment for a nine-figure sum, then adopted a new corporate identity the same day it acquired a mountain property exceeding two thousand meters in elevation. The following year, they purchased a resort spanning over five hundred acres. In a prior acquisition, they obtained a Mo... | [{'fact': 'Rebranded to Pursuit Attractions and Hospitality, Inc. on December 31, 2024', 'chunk_ids': ['0000950170-25-000594_0', '0000950170-25-052380_22', '0000950170-25-040127_113', '0000950170-25-068127_13', '0000950170-25-040127_142', '0000950170-25-040127_206', '0000950170-25-040127_55', '0000950170-25-104958_13',... | 13 |
CRD-A | A firm appointed a board member who had previously served as chief executive of another organization until two years before joining. The following year, the company authorized additional units under an employee equity plan and subsequently amended their credit arrangement with an extended term. What was the total facil... | [{'fact': 'Daniel J. Murphy III appointed to Board July 11, 2024; led Preferred Apartment Communities (REIT) until August 2022', 'chunk_ids': ['0001558370-25-004509_10'], 'is_final_answer': False}, {'fact': 'Crawford & Company 2016 Employee Stock Purchase Plan amended to increase by 1,000,000 shares; approved February ... | 500 |
ATLN | Two executives joined a company in the fourth quarter of 1997 and later became its chief operational leaders. After a corporate event concluded in June 2024, one signed a new employment agreement with a seven-figure annual compensation package. The agreement included a special bonus to be paid by mid-autumn 2024. What ... | [{'fact': 'McNulty and Radvany hired in October 1997 at Lyneer Staffing Solutions, became CEO and CFO', 'chunk_ids': ['0001605888-25-000006_8', '0001213900-25-006032_238', '0001213900-25-006537_234', '0001213900-25-006032_239', '0001213900-25-006537_235', '0001605888-25-000006_9'], 'is_final_answer': False}, {'fact': '... | 1375000 |
APTV | A technology supplier relocated its parent company's tax domicile to a Swiss canton in December 2024. The company's current chief technology officer spent over two decades at a major technology corporation ending in 2021, then worked for a startup before joining in late 2022. As of the end of 2024, this employer had a ... | [{'fact': 'Aptiv relocated tax domicile to Switzerland (Schaffhausen) in December 2024', 'chunk_ids': ['0001521332-25-000010_0', '0001521332-25-000010_0', '0001521332-25-000027_20', '0001521332-25-000010_58', '0001521332-25-000051_200', '0001521332-25-000040_38', '0001521332-25-000027_180', '0001521332-25-000051_184', ... | 31000 |
DHR | An enterprise that amended its equity compensation plan early in 2025 to address specific employment termination circumstances also made a board appointment to one of its committees during that period. The company's 2024 financial results included foreign currency translation losses. What was the outstanding debt posit... | [{'fact': 'Equity compensation plan amended February 2025 for death/disability benefits and Charles W. Lamanna appointed to board and Science & Technology Committee', 'chunk_ids': ['0000313616-25-000044_0', '0000313616-25-000044_0', '0000313616-25-000081_6', '0000313616-25-000081_78', '0000313616-25-000046_0'], 'is_fin... | 16.0 |
UTZ | A specialty food manufacturer conducted a major divestiture in fiscal 2024, selling two brands and associated manufacturing sites to another portfolio company, followed by disposal of two additional facilities during the same period. During this fiscal year, they separately acquired indefinite-life naming rights. The b... | [{'fact': 'Sale of Good Health and R.W. Garcia brands for $167.5 million, sale of Berlin PA and Fitchburg MA facilities, and acquisition of indefinite-life naming rights for $9.2 million', 'chunk_ids': ['0001739566-25-000053_2', '0001739566-25-000053_123', '0001739566-25-000053_126', '0001739566-25-000053_128', '000162... | 8 |
GRPS | A firm that filed for Chapter 11 protection has a reorganization plan confirmation hearing scheduled. This entity maintains a loan maturing in 2050. In September 2025, they entered into a securities purchase arrangement. What is the per-share exercise price (in decimal form to six decimal places) of the common stock pu... | [{'fact': 'Bankruptcy filed in December 2024', 'chunk_ids': ['0001683168-25-007573_57', '0001683168-25-005173_263', '0001683168-25-005173_626', '0001683168-25-005173_108', '0001683168-25-005173_414', '0001683168-25-005173_364', '0001683168-25-005173_587', '0001683168-25-005173_809', '0001683168-25-005173_665', '0001683... | 0.000345 |
CHMI-PB | A REIT that transitioned to internal management during 2024 has a financial executive who received a fully vested equity award in mid-2024 based on a closing price of a specific dollar amount. This same company initiated two separate repurchase programs: one in 2019 for up to $10 million, and another program in late 20... | [{'fact': 'Residential mortgage REIT transitioned to internal management in November 2024 - Cherry Hill Mortgage Investment Corp', 'chunk_ids': ['0001140361-25-007454_1', '0001140361-25-040783_2', '0001140361-25-007454_12', '0001140361-25-029603_1', '0001140361-25-007454_36', '0001140361-25-017536_2', '0001140361-25-01... | $3.89 |
MTCH | A technology services company whose external audit relationship began in the 1990s underwent leadership transitions in early 2025. They recruited an entrepreneur with digital marketplace experience as chief executive, offering performance-based compensation at twice the annual base. Around the same time, an existing ex... | [{'fact': 'Independent auditor served since 1996 (mid-1990s)', 'chunk_ids': ['0000891103-25-000027_4', '0000891103-25-000027_4'], 'is_final_answer': False}, {'fact': 'Spencer Rascoff, age 49, former Zillow (real estate technology) CEO appointed as new CEO in early 2025', 'chunk_ids': ['0000898822-25-000002_0', '0000898... | 150 |
NGVC | A retailer with significant family ownership has an independent director who previously served as CFO at another food company before joining the retailer's board after a stint in the same financial leadership role. In fiscal 2024, this retailer distributed a special one-time payment to shareholders, and during that sam... | [{'fact': "72-year-old director Sandra Buffa, former CFO at Mrs. Fields' Original Cookies and company CFO (2008-2017)", 'chunk_ids': ['0001437749-25-001800_15', '0001437749-25-001800_16', '0001437749-25-001121_16', '0001437749-25-001121_15'], 'is_final_answer': False}, {'fact': 'Fiscal 2024 special dividend of $1.00 pe... | 25 |
CALX | A firm recently appointed an executive with nearly two decades of experience at an enterprise cloud platform provider to a senior operational role. The same organization secured a primary facility agreement spanning ninety months. If the maximum remaining term of their domestic registered rights equals this duration, h... | [{'fact': '58-year-old John Durocher appointed Chief Operating Officer, served at Salesforce 2006-2023', 'chunk_ids': ['0001406666-25-000049_0'], 'is_final_answer': False}, {'fact': 'New headquarters lease for 23,000 square feet, 90 months term (7.5 years)', 'chunk_ids': ['0001406666-25-000045_16', '0001406666-25-00003... | 114 |
AEHL | A publicly-traded entity underwent a capital restructuring in early 2025 where shares were consolidated at a 1-for-40 ratio. During that fiscal period, the company worked with several hundred business partners. Following the restructuring, a female director with an advanced degree from a northeastern institution depart... | [{'fact': '1-for-40 reverse stock split effective April 3, 2025', 'chunk_ids': ['0001641172-25-002513_0', '0001641172-25-022290_212', '0001641172-25-022290_144', '0001641172-25-022290_150', '0001641172-25-022290_179', '0001641172-25-020601_12'], 'is_final_answer': False}, {'fact': 'Over 256 clients in 2024, top five ma... | 53.1 |
SYBT | A financial institution that completed an acquisition involving trust subsidiaries in 2022 appointed a board member in 2025. This appointee, who has been with a real estate firm for two decades, is the same age as an audit committee financial expert who leads an educational foundation. What was the threshold target per... | [{'fact': 'Stock Yards Bancorp acquired Commonwealth Bancshares, Inc. with trust subsidiaries on March 7, 2022', 'chunk_ids': ['0001437749-25-024786_25', '0001437749-25-024786_61', '0001437749-25-014698_57', '0001437749-25-033206_63', '0001437749-25-033206_27', '0001437749-25-014698_24', '0001437749-25-014698_48', '000... | 95.8 |
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