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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 court complaint alleging preferential transfers. What percentage annual fee does this investment vehicle charge on its net asset value for management services?
|
[{'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}, {'fact': 'May 2025 bankruptcy complaint by Genesis Capital against DCG affiliates including GSO alleging preferential transfers under Section 547(b)', 'chunk_ids': ['0000950170-25-101416_2'], 'is_final_answer': False}, {'fact': "The investment vehicle charges an annual fee of 2.5% of the NAV Fee Basis Amount for management services (Sponsor's Fee)", 'chunk_ids': ['0000950170-25-035469_105', '0000950170-25-035469_273', '0000950170-25-035469_319', '0000950170-25-035469_348', '0001193125-25-298561_99', '0000950170-25-035469_256', '0000950170-25-035469_19'], 'is_final_answer': True}]
|
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 $250,000 with a final milestone payment triggered upon reaching cumulative sales. Their pivotal trial enrolled more participants than initially planned. What is the dollar amount of that final milestone payment?
|
[{'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}, {'fact': '86-year-old Prof. Michel Revel from Weizmann Institute developed Rebif® blockbuster drug for multiple sclerosis', 'chunk_ids': ['0001213900-25-026428_336', '0001213900-25-056787_247', '0001213900-25-065783_24', '0001213900-25-052354_251', '0001213900-25-086600_40', '0001213900-25-084157_474', '0001213900-25-084157_44', '0001213900-25-084157_280', '0001213900-25-068765_284', '0001213900-25-018981_16', '0001213900-25-068765_476', '0001213900-25-026428_196', '0001213900-25-052354_439', '0001213900-25-018981_194', '0001213900-25-084157_285', '0001213900-25-086600_273', '0001213900-25-011823_16', '0001213900-25-068765_730', '0001213900-25-052354_682'], 'is_final_answer': False}, {'fact': 'Phase 2 POLARIS sleep disorder trial enrolled 67 patients, exceeding 60 targeted', 'chunk_ids': ['0001213900-25-052354_336', '0001213900-25-044868_169', '0001213900-25-084157_371', '0001213900-25-068765_371', '0001213900-25-086600_364', '0001213900-25-018981_688', '0001213900-25-026428_696', '0001213900-25-065783_369', '0001213900-25-056787_336'], 'is_final_answer': False}, {'fact': '$3 million final milestone payment upon reaching $250 million in cumulative sales from Novartis license agreement with $250,000 upfront payment', 'chunk_ids': ['0001213900-25-086600_781', '0001213900-25-068765_799', '0001213900-25-052354_748', '0001213900-25-018981_801', '0001213900-25-086600_389', '0001213900-25-065783_785', '0001213900-25-106799_62', '0001213900-25-099986_65', '0001213900-25-084157_397', '0001213900-25-084157_789', '0001213900-25-065783_395', '0001213900-25-056787_362', '0001213900-25-056787_749', '0001213900-25-052354_362', '0001213900-25-044868_195', '0001213900-25-026428_722', '0001213900-25-018981_714'], 'is_final_answer': True}]
|
$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 fixed monthly remuneration. Following two successive name modifications, the latter transformation's associated ticker symbols became active during the summer months of 2025. A board member serving dual roles as both the chair of the financial oversight committee and a designated expert for accounting matters had minimal administrative costs recorded by the entity. What monthly compensation does the finance chief receive?
|
[{'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', '0001013762-25-002878_563', '0001213900-25-044013_23', '0001213900-25-064856_14', '0001013762-25-002878_310', '0001213900-25-075873_61', '0001013762-25-002878_807', '0001213900-25-075873_7', '0001213900-25-108205_5', '0001213900-25-108205_27', '0001213900-25-108205_50', '0001213900-25-108205_6', '0001213900-25-108205_18', '0001213900-25-108205_63', '0001213900-25-108205_64', '0001213900-25-108205_28', '0001213900-25-108205_35', '0001213900-25-108205_36', '0001213900-25-044013_152'], 'is_final_answer': False}, {'fact': 'Second name change, new trading symbols August 8, 2025', 'chunk_ids': ['0001213900-25-108205_75', '0001213900-25-108205_98', '0001213900-25-075873_72', '0001213900-25-075873_93', '0001213900-25-075873_30', '0001213900-25-108205_29'], 'is_final_answer': False}, {'fact': 'CFO Jia Peng, worked at UBS Investment Bank and Mizuho Securities', 'chunk_ids': ['0001013762-25-002878_221', '0001013762-25-002878_715', '0001013762-25-002878_827', '0001013762-25-002878_881', '1091', '896', '358', '1042', '171', '842', '786', '41', '294', '66', '699', '196', '1227', '260', '755', '642', '866', '131', '195', '325', '389', '453', '517', '579', '486', '100', '943', '34', '428', '667', '364', '236', '99', '723'], 'is_final_answer': False}, {'fact': 'Audit committee chair Evan Graj, financial expert, accrued office expenses $470', 'chunk_ids': ['0001013762-25-002878_32', '0001013762-25-002878_66', '0001013762-25-002878_97', '0001013762-25-002878_699', '0001013762-25-002878_721', '0001013762-25-002878_1227', '0001013762-25-002878_545', '0001013762-25-002878_665', '0001013762-25-002878_777', '0001013762-25-002878_995', '0001013762-25-002878_941', '0001013762-25-002878_887', '0001013762-25-002878_643', '0001213900-25-108205_22', '0001213900-25-075873_65', '0001013762-25-002878_580', '0001013762-25-002878_1029', '0001013762-25-002878_1192', '0001013762-25-002878_755', '0001013762-25-002878_326', '0001213900-25-044013_19', '0001213900-25-108205_67', '0001213900-25-075873_22', '0001213900-25-044013_156', '0001013762-25-002878_131', '0001013762-25-002878_196', '0001013762-25-002878_261', '0001013762-25-002878_389', '0001013762-25-002878_453', '0001013762-25-002878_517', '0001013762-25-002878_811', '0001013762-25-002878_161', '0001013762-25-002878_226', '0001013762-25-002878_291', '0001013762-25-002878_355', '0001013762-25-002878_419', '0001013762-25-002878_483', '0001013762-25-002878_608', '0001013762-25-002878_832', '0001013762-25-002878_886', '0001013762-25-002878_940'], 'is_final_answer': False}, {'fact': '$5,000', 'chunk_ids': ['0001013762-25-002878_66', '0001013762-25-002878_171', '0001013762-25-002878_358', '0001013762-25-002878_699', '0001013762-25-002878_896', '0001013762-25-002878_1091', '0001013762-25-002878_1227', '0001013762-25-002878_486', '0001013762-25-002878_1042', '0001013762-25-002878_294', '0001013762-25-002878_428', '0001013762-25-002878_943', '0001013762-25-002878_835', '0001013762-25-002878_100', '0001013762-25-002878_164', '0001013762-25-002878_779', '0001013762-25-002878_260', '0001013762-25-002878_1191', '0001013762-25-002878_974', '0001013762-25-002878_866', '0001013762-25-002878_131', '0001013762-25-002878_195', '0001013762-25-002878_325', '0001013762-25-002878_389', '0001013762-25-002878_453', '0001013762-25-002878_517', '0001013762-25-002878_579', '0001013762-25-002878_642', '0001013762-25-002878_754', '0001013762-25-002878_810', '0001013762-25-002878_920', '0001013762-25-002878_1028', '0001013762-25-002878_1073', '0001013762-25-002878_41', '0001013762-25-002878_786', '0001013762-25-002878_842', '0001013762-25-002878_364', '0001013762-25-002878_106', '0001013762-25-002878_492', '0001013762-25-002878_229', '0001013762-25-002878_1048', '0001013762-25-002878_667', '0001213900-25-108205_21', '0001213900-25-108205_67', '0001213900-25-075873_22', '0001213900-25-075873_64', '0001213900-25-044013_18', '0001213900-25-044013_155'], 'is_final_answer': True}]
|
$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. Shareholder meetings for approval were scheduled for early the following year. What is the fixed exchange ratio, and how many board members from the acquired company will join the surviving entity's board?
|
[{'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', '0001193125-25-267273_60', '0001193125-25-267273_72', '0001193125-25-267273_105', '0001193125-25-267273_109', '0001193125-25-267273_146', '0001193125-25-267273_149', '0001193125-25-267273_377', '0001193125-25-234729_14', '0001193125-25-230874_8', '0001193125-25-267273_3', '0001193125-25-267273_178', '0001193125-25-230874_23', '0001193125-25-230874_29', '0000035527-25-000212_188', '0001193125-25-267273_381', '0001193125-25-230874_30', '0001193125-25-234686_0', '0001193125-25-234729_2', '0000035527-25-000212_2', '0001193125-25-267273_227', '0001193125-25-267273_255', '0001193125-25-234729_13'], 'is_final_answer': False}, {'fact': "Three (3) directors from Comerica's board will be appointed to Fifth Third board of directors", 'chunk_ids': ['0001193125-25-267273_47', '0001193125-25-267273_171', '0000035527-25-000212_345', '0001193125-25-230874_9', '0001193125-25-234729_107', '0001193125-25-267273_196', '0001193125-25-267273_348', '0001193125-25-234729_3', '0001193125-25-234686_1', '0001193125-25-267273_121', '0000035527-25-000212_189', '0001193125-25-234729_106'], 'is_final_answer': False}, {'fact': "Mr. Farmer (Comerica CEO) will serve as Vice Chairman of Fifth Third before joining Fifth Third's board", 'chunk_ids': ['0001193125-25-267273_168', '0001193125-25-267273_169', '0001193125-25-267273_47', '0001193125-25-267273_171'], 'is_final_answer': False}, {'fact': 'Mr. Sefzik (Head of Wealth & Asset Management) will continue in that role with combined entity', 'chunk_ids': ['0001193125-25-267273_47', '0001193125-25-267273_170', '0001193125-25-267273_121', '0001193125-25-230874_24', '0001193125-25-230874_9'], 'is_final_answer': False}, {'fact': 'The fixed exchange ratio is 1.8663 shares per share, and three directors from the acquired company will join the board of the surviving entity.', 'chunk_ids': ['0001193125-25-267273_2', '0001193125-25-267273_14', '0001193125-25-267273_47', '0001193125-25-267273_171', '0001193125-25-267273_16', '0001193125-25-267273_38', '0001193125-25-267273_56', '0001193125-25-267273_60', '0001193125-25-267273_72', '0001193125-25-267273_105', '0001193125-25-267273_109', '0001193125-25-267273_116', '0001193125-25-267273_146', '0001193125-25-267273_148', '0001193125-25-267273_149', '0001193125-25-267273_196', '0001193125-25-267273_348', '0001193125-25-267273_377', '0001193125-25-267273_39', '0001193125-25-234729_14', '0001193125-25-234729_3', '0000035527-25-000212_189', '0000035527-25-000212_345', '0001193125-25-234686_1', '0001193125-25-230874_9'], 'is_final_answer': True}]
|
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 holds rights to an offshore gas structure where technical consultants provided resource estimates in the early 2010s. What was the sale price in millions of US dollars for equipment that was sold to another operator after exploration activities were put on hold by regulatory authorities?
|
[{'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 transferred to Armed Forces of the Philippines', 'chunk_ids': ['0001477932-25-005053_30'], 'is_final_answer': False}, {'fact': 'Sampaguita Field estimated at 2.6 trillion cubic feet by Weatherford Petroleum Consultants in 2012', 'chunk_ids': ['0001477932-25-005053_18'], 'is_final_answer': False}, {'fact': 'The sale price for the specialized drilling equipment (long lead items including wellheads, casings and accessories, conductor, drill bits, etc.) sold to Nido in 2022 was US$ 2.9 million', 'chunk_ids': ['0001477932-25-005053_19'], 'is_final_answer': True}]
|
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 award in 2017', 'chunk_ids': ['0001554795-25-000259_0'], 'is_final_answer': False}, {'fact': 'SUIC Worldwide Holdings Ltd. dismissed HHL LLP and engaged Victor Mokuolu, CPA PLLC on February 13, 2025', 'chunk_ids': ['0001554795-25-000043_0'], 'is_final_answer': True}]
|
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 in the same state as the acquired assets?
|
[{'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, Texas with $10 million deferred payment due by December 31, 2025', 'chunk_ids': ['0001628280-25-023254_60', '0001628280-25-023254_117', '0001628280-25-038401_98', '0001628280-25-038401_26', '0001628280-25-023254_1', '0001628280-25-038401_145', '0001628280-25-023254_19', '0001628280-25-038401_171', '0001628280-25-038401_47', '0001628280-25-038401_119', '0001384195-25-000018_28', '0001384195-25-000018_103', '0001628280-25-038401_184'], 'is_final_answer': False}, {'fact': "99.7% of Ring Energy's proved reserves as of December 31, 2024 were located in Texas (Permian Basin)", 'chunk_ids': ['0001628280-25-010585_192', '0001628280-25-010585_197'], 'is_final_answer': True}]
|
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, an executive with a surname associated with European banking assumed leadership of a division in May. What was the primary reason cited for the revenue decline in that division during the third quarter of 2025?
|
[{'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', '0001932393-25-000005_91', '0001932393-25-000014_3', '0001932393-25-000005_5', '0001932393-25-000049_47', '0001932393-25-000049_102', '0001932393-25-000014_28', '0001932393-25-000014_58', '0001932393-25-000005_171', '0001932393-25-000014_83'], 'is_final_answer': False}, {'fact': 'Q1 2025 acquisition of remaining 50% of Nihon Medi-Physics (NMP) from Sumitomo Chemical on March 31, 2025', 'chunk_ids': ['0001932393-25-000053_23', '0001932393-25-000014_62', '0001932393-25-000053_78', '0001932393-25-000049_77', '0001932393-25-000014_7', '0001932393-25-000049_22', '0001932393-25-000053_52', '0001932393-25-000049_107', '0001932393-25-000049_52', '0001932393-25-000014_6', '0001932393-25-000053_24', '0001932393-25-000014_63', '0001932393-25-000014_8', '0001932393-25-000049_78', '0001932393-25-000014_64', '0001932393-25-000049_65', '0001932393-25-000049_79', '0001932393-25-000049_24', '0001932393-25-000053_65', '0001932393-25-000014_34', '0001932393-25-000014_89', '0001932393-25-000014_114', '0001932393-25-000053_106', '0001932393-25-000053_131', '0001932393-25-000049_132', '0001932393-25-000049_133', '0001932393-25-000053_107', '0001932393-25-000053_33', '0001932393-25-000053_87', '0001932393-25-000049_87', '0001932393-25-000049_32', '0001932393-25-000053_79', '0001932393-25-000053_25', '0001932393-25-000014_9', '0001932393-25-000053_57', '0001932393-25-000049_23', '0001932393-25-000053_116'], 'is_final_answer': False}, {'fact': 'Jeannette Bankes became CEO of Patient Care Solutions on May 1, 2025', 'chunk_ids': ['0001628280-25-021522_0'], 'is_final_answer': False}, {'fact': 'A product hold', 'chunk_ids': ['0001932393-25-000053_51', '0001932393-25-000053_51', '0001932393-25-000053_106', '0001932393-25-000053_131'], 'is_final_answer': True}]
|
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 roughly nineteen thousand in one fiscal year and twenty-four thousand in the next, what was the total amount of both impairment losses combined?
|
[{'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', '0001640334-25-000716_149', '0001640334-25-000716_118', '0001640334-25-000716_395', '0001640334-25-000716_329', '0001640334-25-000716_51', '0001640334-25-000716_411', '0001640334-25-001768_2', '0001640334-25-002296_16', '0001640334-25-001768_16', '0001640334-25-001768_14', '0001640334-25-001768_15', '0001640334-25-001768_13', '0001640334-25-000716_366', '0001640334-25-000716_412', '0001640334-25-000716_420', '0001640334-25-001011_23', '0001640334-25-002296_26', '0001640334-25-001648_25', '0001640334-25-001011_14', '0001640334-25-001648_15', '0001640334-25-000716_0', '0001640334-25-001648_24', '0001640334-25-002296_25', '0001640334-25-001011_22', '0001640334-25-001648_16', '0001640334-25-000716_388', '0001640334-25-000716_87', '0001640334-25-000716_299', '0001640334-25-000716_37', '0001640334-25-000716_269', '0001640334-25-000716_355', '0001640334-25-000716_381', '0001640334-25-000716_427', '0001640334-25-000716_240', '0001640334-25-002296_5', '0001640334-25-001648_5', '0001640334-25-001011_4', '0001640334-25-001011_15', '0001640334-25-000716_70', '0001640334-25-000716_101', '0001640334-25-000716_132', '0001640334-25-000716_163', '0001640334-25-000716_193', '0001640334-25-000716_223', '0001640334-25-000716_21', '0001640334-25-000716_340', '0001640334-25-000716_254', '0001640334-25-000716_71', '0001640334-25-000716_283', '0001640334-25-000716_133', '0001640334-25-000716_202'], 'is_final_answer': False}, {'fact': 'Predecessor product Boost launched on AppSumo in 2020', 'chunk_ids': ['0001640334-25-000716_2', '0001640334-25-001768_4'], 'is_final_answer': False}, {'fact': 'Director Hoang Lo management salary increased from $19,152 to $24,000', 'chunk_ids': ['0001640334-25-000716_43', '0001640334-25-000716_37', '0001640334-25-000716_47', '0001640334-25-000716_87', '0001640334-25-000716_117', '0001640334-25-000716_118', '0001640334-25-000716_148', '0001640334-25-000716_149', '0001640334-25-000716_179', '0001640334-25-000716_209', '0001640334-25-000716_239', '0001640334-25-000716_269', '0001640334-25-000716_298', '0001640334-25-000716_299', '0001640334-25-000716_328', '0001640334-25-000716_329', '0001640334-25-000716_355', '0001640334-25-000716_381', '0001640334-25-000716_387', '0001640334-25-000716_388', '0001640334-25-000716_394', '0001640334-25-000716_395', '0001640334-25-000716_401', '0001640334-25-000716_402', '0001640334-25-000716_427'], 'is_final_answer': False}, {'fact': 'Impairment loss on software of $69,841 and impairment loss on goodwill of $26,319 during year ended January 31, 2024', 'chunk_ids': ['0001640334-25-000716_231', '0001640334-25-000716_336', '0001640334-25-000716_418', '0001640334-25-000716_106', '0001640334-25-000716_317', '0001640334-25-000716_137', '0001640334-25-000716_227', '0001640334-25-000716_75', '0001640334-25-000716_25', '0001640334-25-001648_9', '0001640334-25-000716_369', '0001640334-25-000716_287', '0001640334-25-000716_318', '0001640334-25-000716_138', '0001640334-25-000716_288', '0001640334-25-000716_140', '0001640334-25-000716_320', '0001640334-25-000716_109', '0001640334-25-000716_78', '0001640334-25-000716_290', '0001640334-25-000716_372', '0001640334-25-000716_257', '0001640334-25-000716_415', '0001640334-25-000716_343', '0001640334-25-000716_167', '0001640334-25-000716_346', '0001640334-25-000716_260', '0001640334-25-000716_197', '0001640334-25-000716_171', '0001640334-25-000716_12', '0001640334-25-000716_13', '0001640334-25-000716_18', '0001640334-25-000716_20', '0001640334-25-000716_62', '0001640334-25-000716_63', '0001640334-25-000716_68', '0001640334-25-000716_93', '0001640334-25-000716_94', '0001640334-25-000716_99', '0001640334-25-000716_29', '0001640334-25-000716_258', '0001640334-25-000716_130', '0001640334-25-000716_200'], 'is_final_answer': False}, {'fact': 'The total amount of both impairment losses combined is $96,160 ($69,841 software impairment + $26,319 goodwill impairment)', 'chunk_ids': ['0001640334-25-000716_336', '0001640334-25-000716_418', '0001640334-25-000716_12', '0001640334-25-000716_13', '0001640334-25-000716_18', '0001640334-25-000716_20', '0001640334-25-000716_28', '0001640334-25-000716_62', '0001640334-25-000716_63', '0001640334-25-000716_68', '0001640334-25-000716_78', '0001640334-25-000716_93', '0001640334-25-000716_94', '0001640334-25-000716_99', '0001640334-25-000716_109', '0001640334-25-000716_129', '0001640334-25-000716_130', '0001640334-25-000716_138', '0001640334-25-000716_140', '0001640334-25-000716_160', '0001640334-25-000716_190', '0001640334-25-000716_200', '0001640334-25-000716_220', '0001640334-25-000716_230', '0001640334-25-000716_250', '0001640334-25-000716_258', '0001640334-25-000716_260', '0001640334-25-000716_288', '0001640334-25-000716_290', '0001640334-25-000716_320'], 'is_final_answer': True}]
|
$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_answer': False}, {'fact': 'Eight offices throughout north and north central Mississippi are now leased by the buyer from Renasant Insurance, Inc.', 'chunk_ids': ['0000715072-25-000054_22', '0000715072-25-000054_22'], 'is_final_answer': True}]
|
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 financing transaction involving debt instruments; a member of their board made a six-figure investment in the entity that purchased these securities. What is the expiration date (month, day, and year) of the warrants issued in connection with this transaction?
|
[{'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', '0000950170-25-047224_241', '0000950170-25-047224_266', '0000950170-25-047224_188', '0000950170-25-047224_91', '0000950170-25-047224_169', '0000950170-25-047224_8', '0000950170-25-047224_353', '0000950170-25-047224_296', '0001193125-25-164759_31', '0001193125-25-164759_40', '0001193125-25-159376_31', '0001193125-25-159376_40'], 'is_final_answer': False}, {'fact': 'Alpha Steel facility located in Sealy, Texas (between Houston and Austin)', 'chunk_ids': ['0000950170-25-047224_11', '0000950170-25-047224_356', '0000950170-25-047224_137', '0000950170-25-047224_382', '0000950170-25-047224_233', '0001193125-25-109056_46', '0000950170-25-047224_37', '0000950170-25-047224_327', '0001193125-25-121719_46', '0001193125-25-109056_10', '0001193125-25-125092_9', '0001193125-25-121719_10', '0001193125-25-109046_9'], 'is_final_answer': False}, {'fact': 'December 4, 2024 debt offering; Pablo Barahona invested $500,000', 'chunk_ids': ['0000950170-25-061051_59', '0000950170-25-047224_141', '0000950170-25-047224_9', '0000950170-25-047224_289', '0000950170-25-047224_192', '0000950170-25-047224_238', '0000950170-25-047224_331', '0000950170-25-047224_96', '0000950170-25-047224_151', '0000950170-25-047224_247', '0000950170-25-047224_342', '0000950170-25-047224_354'], 'is_final_answer': False}, {'fact': 'December 4, 2034', 'chunk_ids': ['0000950170-25-047224_73', '0000950170-25-047224_170', '0000950170-25-047224_266'], 'is_final_answer': True}]
|
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 equity through various entities. What is the exact number of shares held by the foundation bearing this individual's name?
|
[{'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', '0001104659-25-002551_50', '0001104659-25-002551_152', '0001104659-25-002551_155', '0001104659-25-002551_156', '0001273685-25-000047_47', '0001273685-25-000047_48', '0001273685-25-000047_229', '0001273685-25-000047_262', '0001273685-25-000047_269', '0001273685-25-000047_275', '0001273685-25-000047_312', '0001273685-25-000047_317', '0001273685-25-000047_318', '0001273685-25-000072_57', '0001273685-25-000072_58', '0001273685-25-000072_59', '0001273685-25-000072_169', '0001273685-25-000072_176', '0001273685-25-000072_260', '0001273685-25-000072_312', '0001273685-25-000072_320', '0001273685-25-000072_326', '0001273685-25-000072_376', '0001273685-25-000072_377', '0001273685-25-000072_378', '0001273685-25-000088_63', '0001273685-25-000088_186', '0001273685-25-000088_187', '0001273685-25-000088_282', '0001273685-25-000088_283', '0001273685-25-000088_341', '0001273685-25-000088_342', '0001273685-25-000088_352', '0001273685-25-000088_359', '0001273685-25-000088_414', '0001273685-25-000088_415', '0001273685-25-000028_39', '0001104659-25-066413_2', '0001104659-25-087812_117'], 'is_final_answer': False}, {'fact': 'Series E preferred stock fixed-to-floating conversion on January 15, 2025', 'chunk_ids': ['0001273685-25-000047_336', '0001273685-25-000028_146', '0001273685-25-000028_147', '0001273685-25-000072_80', '0001273685-25-000072_81', '0001273685-25-000072_82', '0001104659-25-087812_21', '0001104659-25-087812_22', '0001273685-25-000047_66', '0001273685-25-000047_337', '0001273685-25-000088_88', '0001273685-25-000088_89', '0001273685-25-000088_91', '0001273685-25-000088_439', '0001273685-25-000088_440', '0001273685-25-000088_441', '0001104659-25-064730_73', '0001273685-25-000072_400', '0001273685-25-000072_401', '0001273685-25-000072_402', '0001104659-25-002551_70', '0001104659-25-081920_62', '0001104659-25-059349_53', '0001104659-25-059349_54', '0001104659-25-059349_26', '0001104659-25-059349_11', '0001104659-25-059349_52', '0001104659-25-059349_145', '0001273685-25-000072_399', '0001273685-25-000072_83'], 'is_final_answer': False}, {'fact': 'Howard Amster holds 5.7% through charitable remainder unitrusts and other entities', 'chunk_ids': ['0001273685-25-000038_45', '0001273685-25-000038_46', '0000904853-25-000003_0', '0000904853-25-000003_1'], 'is_final_answer': False}, {'fact': 'The Howard Amster Foundation holds 348,371 shares', 'chunk_ids': ['0001273685-25-000038_46', '0000904853-25-000003_0'], 'is_final_answer': True}]
|
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 Financial Officer officially appointed to their board?
|
[{'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', '0001713282-25-000578_0', '0001713282-25-000574_1', '0001713282-25-000578_9', '0001713282-25-000559_22', '0001713282-25-000561_17', '0001713282-25-000560_2', '0001713282-25-000559_6', '0001713282-25-000561_3', '0001713282-25-000560_18', '0001713282-25-000574_23', '0001713282-25-000574_4'], 'is_final_answer': False}, {'fact': '3-for-1 forward stock split on April 19, 2023', 'chunk_ids': ['0001713282-25-000574_31', '0001713282-25-000559_8', '0001713282-25-000560_11', '0001713282-25-000574_24', '0001713282-25-000559_15', '0001713282-25-000561_11', '0001713282-25-000578_2', '0001713282-25-000560_4', '0001713282-25-000560_18', '0001713282-25-000561_4', '0001713282-25-000561_5', '0001713282-25-000574_1', '0001713282-25-000561_17', '0001713282-25-000559_22'], 'is_final_answer': False}, {'fact': 'Dismissed Michael Gillespie & Associates, PLLC on July 24, 2025', 'chunk_ids': ['0001713282-25-000587_0'], 'is_final_answer': False}, {'fact': 'Andrew E. Morrison appointed as CFO and board member on May 20, 2025', 'chunk_ids': ['0001713282-25-000492_0', '0001713282-25-000574_36', '0001713282-25-000574_35', '0001713282-25-000574_33', '0001713282-25-000578_8', '0001713282-25-000654_22', '0001713282-25-000559_29', '0001713282-25-000578_17', '0001713282-25-000561_24', '0001713282-25-000560_26', '0001713282-25-000561_31'], 'is_final_answer': False}, {'fact': 'July 24, 2025 and May 20, 2025', 'chunk_ids': ['0001713282-25-000587_0', '0001713282-25-000492_0', '0001713282-25-000561_24', '0001713282-25-000578_17', '0001713282-25-000559_29', '0001713282-25-000654_22', '0001713282-25-000560_26', '0001713282-25-000574_35', '0001713282-25-000574_36', '0001713282-25-000578_8', '0001713282-25-000574_33'], 'is_final_answer': True}]
|
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 current age and the name of the European investment group where they previously held the chief executive position beginning in 2014?
|
[{'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_147'], 'is_final_answer': False}, {'fact': 'November 2021 White Company Award for work-life balance', 'chunk_ids': ['0001213900-25-030417_182', '0001013762-25-003470_184', '0001213900-25-007203_191'], 'is_final_answer': False}, {'fact': 'Allerd Derk Stikker serves as audit committee financial expert and Committee Chair', 'chunk_ids': ['0001213900-25-086398_169', '0001628280-25-036727_206', '0001213900-25-030417_203', '0001213900-25-007203_212'], 'is_final_answer': False}, {'fact': 'Allerd Derk Stikker served as BXR Group CEO from 2014-2018', 'chunk_ids': ['0001213900-25-086398_166', '0001628280-25-036727_194', '0001213900-25-082038_165', '0001213900-25-030417_199', '0001013762-25-003470_201', '0001213900-25-007203_207'], 'is_final_answer': False}, {'fact': '37.1% engineers; Allerd Derk Stikker, age 63 (age not found in provided chunks), BXR Group', 'chunk_ids': ['0001213900-25-030417_12', '0001213900-25-030417_148', '0001213900-25-030417_182', '0001213900-25-086398_169', '0001628280-25-036727_206', '0001213900-25-086398_166', '0001628280-25-036727_194', '0001628280-25-036727_261', '0001213900-25-082038_165', '0001013762-25-003470_201', '0001213900-25-007203_207'], 'is_final_answer': True}]
|
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 contingent payments in 2024. How many shares were issued in 2024 under their employee stock purchase plan at a 10% discount?
|
[{'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, assumed position 2024, worked at Keefe, Bruyette & Woods, a Stifel Company', 'chunk_ids': ['0000102212-25-000009_7', '0000102212-25-000009_7', '0000102212-25-000009_53', '0000102212-25-000009_4'], 'is_final_answer': False}, {'fact': '60-year-old Martin P. Connor, CFO of Toll Brothers (NYSE: TOL), serves on Federal Reserve Bank of Philadelphia Economic and Community Advisory Council', 'chunk_ids': ['0000102212-25-000009_5'], 'is_final_answer': False}, {'fact': 'December 1, 2021 acquisition of Paul I. Sheaffer Insurance Agency with contingent consideration paid through 2024', 'chunk_ids': ['0000102212-25-000006_112', '0000102212-25-000006_77', '0000102212-25-000006_78', '0000102212-25-000028_52', '0000102212-25-000019_44', '0000102212-25-000028_143', '0000102212-25-000019_124', '0001628280-25-036392_50', '0001628280-25-036392_141', '0001628280-25-036392_51', '0000102212-25-000006_76', '0000102212-25-000019_123', '0001628280-25-036392_140', '0000102212-25-000028_51', '0000102212-25-000019_43'], 'is_final_answer': False}, {'fact': '37,337 shares were issued at a 10% discount (90% of closing sale price) under the employee stock purchase plan in 2024', 'chunk_ids': ['0000102212-25-000006_157'], 'is_final_answer': True}]
|
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 following the redemption?
|
[{'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_answer': False}, {'fact': 'Iridium Communications holds 39.5% diluted ownership in Aireon Holdings (aviation surveillance joint venture)', 'chunk_ids': ['0001628280-25-005302_37', '0001628280-25-005302_153', '0001418819-25-000009_107', '0001418819-25-000009_24', '0001628280-25-035835_23', '0001628280-25-018712_23'], 'is_final_answer': False}, {'fact': '27% retained ownership following the $120 million redemption', 'chunk_ids': ['0001628280-25-005302_37'], 'is_final_answer': True}]
|
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 in Q3. Earlier that year, in Q1, management made a final capital infusion to address statutory requirements for their insurance operations in run-off. A member of the board's compensation committee, who previously served as CEO of another public company, later resigned in December to lead a different corporation. What was the dollar amount of that final Q1 capital contribution to the insurance subsidiaries?
|
[{'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', '0000040545-25-000132_139', '0000040545-25-000111_54', '0000040545-25-000132_57', '0000040545-25-000132_97', '0000040545-25-000111_53', '0000040545-25-000111_131', '0000040545-25-000111_92', '0000040545-25-000062_98', '0000040545-25-000132_81', '0000040545-25-000111_154', '0000040545-25-000015_335', '0000040545-25-000015_229', '0000040545-25-000132_161', '0000040545-25-000111_115', '0000040545-25-000132_121', '0000040545-25-000015_155'], 'is_final_answer': False}, {'fact': 'Massachusetts captive industrial insurance subsidiary sold for $120 million in Q2 2024, licensing business sold for $441 million in Q3 2024', 'chunk_ids': ['0000040545-25-000015_188', '0000040545-25-000015_114', '0000040545-25-000015_293'], 'is_final_answer': False}, {'fact': 'Stephen Angel (compensation committee chair) resigned December 2025 to become CEO of CSX Corp (railroad operator)', 'chunk_ids': ['0000040545-25-000126_0', '0000040545-25-000126_0'], 'is_final_answer': False}, {'fact': '$1,820 million capital contribution to run-off insurance subsidiaries in the first quarter of 2024', 'chunk_ids': ['0000040545-25-000015_132', '0000040545-25-000015_13', '0000040545-25-000015_206', '0000040545-25-000015_311'], 'is_final_answer': True}]
|
$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 millions) reserved for issuance under an equity incentive plan that was assumed in the transaction?
|
[{'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', '0000950170-25-026066_286'], 'is_final_answer': False}, {'fact': 'SeaSpine 2015 Plan: 3.0 million shares reserved for issuance at December 31, 2024', 'chunk_ids': ['0000950170-25-026066_67', '0000950170-25-026066_254'], 'is_final_answer': False}, {'fact': 'The estimated fair value of the assumed contingent consideration liability related to Lateral Products was $15.4 million as of December 31, 2024, and the total amount of shares reserved for issuance under the assumed SeaSpine 2015 equity compensation plan was 3.0 million shares.', 'chunk_ids': ['0000950170-25-026066_52', '0000950170-25-026066_241', '0000950170-25-026066_176', '0000950170-25-026066_67', '0000950170-25-026066_242', '0000950170-25-026066_53', '0000950170-25-026066_182', '0000950170-25-026066_280', '0000950170-25-026066_286', '0000950170-25-026066_254'], 'is_final_answer': True}]
|
$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 locations that could have been extended for several decades. This partnership also leases real estate from entities affiliated with certain board members under arrangements featuring annual rent escalations. What was the total annual rent expense for these affiliated real estate leases in the year that included both the officer's appointment and the lease termination agreement?
|
[{'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', '0000950170-25-028082_189'], 'is_final_answer': False}, {'fact': 'January 26, 2024 Applegreen Purchase Agreement to terminate leases at 59 locations in Midwest and Florida; leases could have extended to 2048-2049', 'chunk_ids': ['0000950170-25-028082_231', '0000950170-25-028082_272', '0000950170-25-028082_149', '0000950170-25-028082_108', '0000950170-25-028082_150', '0000950170-25-028082_109'], 'is_final_answer': False}, {'fact': 'Lease real estate from Topper Group with 1.5% annual rent escalation; rent expense was $10.2 million in 2024', 'chunk_ids': ['0000950170-25-028082_284', '0000950170-25-028082_161', '0000950170-25-028082_217', '0000950170-25-028082_40'], 'is_final_answer': False}, {'fact': '$10.2 million', 'chunk_ids': ['0000950170-25-028082_284', '0000950170-25-028082_40', '0000950170-25-028082_161', '0000950170-25-028082_217'], 'is_final_answer': True}]
|
$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 completed an asset purchase for certain technology patents from a separate entity in 2023, issuing convertible preferred equity with dividend rights. On what specific date did this distributor pay the accrued dividend to the preferred shareholders associated with that technology acquisition?
|
[{'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', '0001731122-25-000185_935', '0001731122-25-000185_860', '0001731122-25-001359_14', '0001731122-25-000185_248', '0001731122-25-000185_1071', '0001731122-25-000185_1045', '0001731122-25-000185_1018', '0001731122-25-000185_991', '0001731122-25-000185_962', '0001731122-25-000185_518'], 'is_final_answer': False}, {'fact': 'PMI License Agreement with PMPSA (Philip Morris affiliate) executed June 13, 2022, effective May 13, 2022', 'chunk_ids': ['0001731122-25-000185_10', '0001731122-25-001067_10', '0001731122-25-000885_10', '0001731122-25-001266_19', '0001731122-25-001266_84', '0001731122-25-001141_35', '0001731122-25-000842_17', '0001731122-25-000842_56', '0001731122-25-000399_15', '0001731122-25-000399_51', '0001731122-25-000185_94', '0001731122-25-000185_215', '0001731122-25-000185_307', '0001731122-25-000185_397'], 'is_final_answer': False}, {'fact': 'GoFire asset purchase on May 30, 2023, with Series B Preferred Stock having dividend rights', 'chunk_ids': ['0001731122-25-000185_27', '0001731122-25-000185_28', '0001731122-25-000842_28', '0001731122-25-000399_25', '0001731122-25-000185_769', '0001731122-25-000185_918', '0001731122-25-000185_110', '0001731122-25-000399_62', '0001731122-25-001141_55', '0001731122-25-000185_413', '0001731122-25-000185_323', '0001731122-25-001266_30', '0001731122-25-000185_231', '0001731122-25-001266_95', '0001731122-25-000185_592', '0001731122-25-000885_30', '0001731122-25-000185_682', '0001731122-25-000185_843', '0001731122-25-000842_67', '0001731122-25-000185_276', '0001731122-25-000185_63', '0001731122-25-000185_366', '0001731122-25-000185_635', '0001731122-25-000185_545', '0001731122-25-000185_184', '0001731122-25-000185_455', '0001731122-25-000185_502', '0001731122-25-000185_64', '0001731122-25-000185_123', '0001731122-25-000185_185', '0001731122-25-000185_244', '0001731122-25-000185_277', '0001731122-25-000185_336', '0001731122-25-000185_367', '0001731122-25-000185_426', '0001731122-25-000185_456', '0001731122-25-000185_514', '0001731122-25-000185_546', '0001731122-25-000185_636'], 'is_final_answer': False}, {'fact': 'December 3, 2024', 'chunk_ids': ['0001731122-25-000185_64', '0001731122-25-000185_456', '0001731122-25-000185_695', '0001731122-25-000185_782', '0001731122-25-001266_31', '0001731122-25-001266_96', '0001731122-25-000842_28', '0001731122-25-000399_25', '0001731122-25-000399_62', '0001731122-25-000185_123', '0001731122-25-000185_185', '0001731122-25-000185_244', '0001731122-25-000185_277', '0001731122-25-000185_336', '0001731122-25-000185_367', '0001731122-25-000185_546', '0001731122-25-000185_636'], 'is_final_answer': True}]
|
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 a shorter useful life. What was the new useful life period in years adopted for this equipment in mid-2024?
|
[{'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': ['0001193125-25-297510_91'], 'is_final_answer': False}, {'fact': '3 years - the company reduced the useful life for miners from five years to three years effective May 1, 2024', 'chunk_ids': ['0001193125-25-297510_62', '0001193125-25-297510_93', '0001193125-25-297510_30', '0001193125-25-297510_11', '0000950170-25-015470_74', '0000950170-25-015470_140', '0000950170-25-015470_43', '0000950170-25-015470_53', '0000950170-25-015470_84', '0000950170-25-015470_151', '0001193125-25-297510_135', '0001193125-25-297510_25'], 'is_final_answer': True}]
|
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 chairman approved an annual compensation plan that includes equity grants. What is the total number of shares each eligible director receives as part of their variable compensation?
|
[{'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', '0001193125-25-082223_16', '0001193125-25-082223_15', '0001193125-25-082220_0'], 'is_final_answer': False}, {'fact': '6,000 shares for each eligible director as variable compensation for 2025', 'chunk_ids': ['0001193125-25-076912_6'], 'is_final_answer': True}]
|
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 mathematics who worked at multiple investment banks. What is the aggregate amount in dollars of the contingent compensation owed to the securities dealers upon consummation of a qualifying transaction?
|
[{'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', '0001013762-25-001006_941', '0001013762-25-001006_380', '0001013762-25-001006_875', '0001013762-25-001006_809', '0001213900-25-042278_31', '0001213900-25-042278_92', '0001213900-25-074966_81', '0001013762-25-001006_41', '0001213900-25-074966_100', '0001013762-25-001006_342', '0001013762-25-001006_633', '0001213900-25-074966_34', '0001013762-25-001006_705', '0001213900-25-109274_35'], 'is_final_answer': False}, {'fact': 'Board members: Antony Sheriff (McLaren Automotive CEO from January 2003 until July 2013) and Gila Cohen (concentration in Mathematics, worked at J.P. Morgan, UBS Investment Bank, and Credit Suisse First Boston)', 'chunk_ids': ['0001013762-25-001006_285', '0001013762-25-001006_578', '0001013762-25-001006_721', '0001013762-25-001006_918', '0001013762-25-001006_57', '0001013762-25-001006_787', '0001013762-25-001006_284', '0001013762-25-001006_1111', '0001013762-25-001006_649', '0001013762-25-001006_504', '0001013762-25-001006_1175', '0001013762-25-001006_210', '0001013762-25-001006_577', '0001013762-25-001006_136', '0001013762-25-001006_1112', '0001013762-25-001006_211', '0001013762-25-001006_1176', '0001013762-25-001006_138', '0001013762-25-001006_788', '0001013762-25-001006_985', '0001013762-25-001006_650', '0001013762-25-001006_505', '0001013762-25-001006_433', '0001013762-25-001006_432', '0001013762-25-001006_58', '0001013762-25-001006_137', '0001013762-25-001006_358'], 'is_final_answer': False}, {'fact': '$9,800,000 deferred underwriting discount payable to underwriters upon completion of initial Business Combination', 'chunk_ids': ['0001013762-25-001006_125', '0001013762-25-001006_397', '0001013762-25-001006_892', '0001213900-25-042278_66', '0001213900-25-074966_72', '0001213900-25-109274_78', '0001213900-25-074966_25', '0001013762-25-001006_1472', '0001013762-25-001006_346', '0001013762-25-001006_1354', '0001013762-25-001006_709', '0001213900-25-109274_93', '0001213900-25-042278_79', '0001213900-25-074966_105', '0001013762-25-001006_637', '0001213900-25-074966_86', '0001213900-25-109274_26', '0001213900-25-109274_41', '0001213900-25-109274_118'], 'is_final_answer': True}]
|
$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 with this engagement, they issued performance-based equity instruments with a portion vesting immediately and the balance subject to asset threshold achievements. What was the standard annual cash retainer for their non-executive directors in that fiscal year?
|
[{'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_273', '0001213900-25-110887_188', '0001654954-25-009643_15', '0001213900-25-110887_78', '0001654954-25-007870_16', '0001213900-25-110887_245', '0001213900-25-110887_56', '0001213900-25-110887_117', '0001654954-25-005304_11', '0001213900-25-110887_158', '0001654954-25-008117_17', '0001213900-25-110887_16', '0001654954-25-003612_223', '0001654954-25-009643_90', '0001654954-25-008477_15', '0001654954-25-008117_11', '0001654954-25-007870_10', '0001654954-25-005770_61', '0001654954-25-003937_14', '0001654954-25-003612_83', '0001654954-25-003612_255', '0001654954-25-003612_322', '0001654954-25-003612_389', '0001654954-25-003612_455', '0001654954-25-003612_521', '0001654954-25-003612_718', '0001654954-25-003612_783', '0001654954-25-003612_840', '0001654954-25-003612_897', '0001213900-25-110887_77', '0001654954-25-008477_21', '0001654954-25-005304_7'], 'is_final_answer': False}, {'fact': 'DAT strategy focused on HYPE tokens from Hyperliquid network; Arca Investment Management engaged as asset manager; 400,000 Advisory Warrants issued with 100,000 immediately exercisable and 300,000 based on AUM thresholds', 'chunk_ids': ['0001654954-25-011825_3', '0001654954-25-011825_4', '0001213900-25-107232_9', '0001654954-25-011797_2', '0001213900-25-115097_7', '0001213900-25-103705_8'], 'is_final_answer': False}, {'fact': 'Jeff Dorman, Chief Investment Officer of Arca, appointed to Digital Asset Advisory Board', 'chunk_ids': ['0001654954-25-011825_7', '0001213900-25-107232_9', '0001213900-25-115097_7', '0001213900-25-103705_8', '0001654954-25-011797_9'], 'is_final_answer': False}, {'fact': '$40,000 annual cash retainer paid to each non-employee board member for the fiscal year ended December 31, 2024', 'chunk_ids': ['0001654954-25-003612_686', '0001654954-25-003612_141', '0001654954-25-003612_117', '0001654954-25-003612_620', '0001654954-25-003612_956', '0001654954-25-003612_982', '0001654954-25-003612_554', '0001654954-25-003612_816', '0001654954-25-011931_31', '0001654954-25-003612_1030', '0001654954-25-003612_288', '0001654954-25-003612_489', '0001654954-25-003612_159', '0001654954-25-012254_32', '0001654954-25-003612_873', '0001654954-25-003612_355', '0001654954-25-003612_422', '0001654954-25-003612_1006', '0001654954-25-003612_751', '0001654954-25-003612_930', '0001654954-25-003612_488', '0001654954-25-012254_31', '0001654954-25-003612_158', '0001654954-25-003612_981', '0001654954-25-003612_955', '0001654954-25-003612_116'], 'is_final_answer': True}]
|
$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 deferring scheduled distributions in 2020. For their fiscal year ending in 2025, what was the approximate amount in local currency that their subsidiary in a different Southeast Asian country contributed to the mandatory social security system?
|
[{'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_answer': False}, {'fact': 'Bond deferred distributions since July 26, 2020', 'chunk_ids': ['0001213900-25-068049_204', '0001213900-25-045507_203', '0001213900-25-028675_198'], 'is_final_answer': False}, {'fact': 'VND 550,590,760 contributed to Vietnam Social Security (VSS) for fiscal year ended March 31, 2025', 'chunk_ids': ['0001213900-25-068049_133'], 'is_final_answer': True}]
|
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 commercial bank. Their independent auditor has a PCAOB registration number of 173. What was the total amount paid in audit fees to this auditor for fiscal 2024, and what was the standard annual cash retainer paid to non-employee board members that same year?
|
[{'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', '0001193125-25-272361_9', '0001562762-25-000206_15', '0001562762-25-000122_16', '0001562762-25-000269_15', '0001562762-25-000206_14', '0001562762-25-000122_15', '0001562762-25-000269_14', '0001193125-25-111625_55', '0001193125-25-272361_81', '0001193125-25-111625_10', '0001193125-25-111625_12', '0001562762-25-000043_15'], 'is_final_answer': False}, {'fact': 'Audit committee chair: ran accounting firm acquired by Crowe Horwath in 2006, served on Republic Services (NYSE waste management) board 1999-2020', 'chunk_ids': ['0000927089-25-000082_12', '0000927089-25-000082_22', '0000927089-25-000082_27', '0000927089-25-000082_42'], 'is_final_answer': False}, {'fact': "CEO Luis de la Aguilera joined in 2015 from TotalBank, Florida's 12th largest commercial bank", 'chunk_ids': ['0000927089-25-000082_8'], 'is_final_answer': False}, {'fact': 'Independent auditor Crowe LLP has PCAOB registration number 173', 'chunk_ids': ['0001562762-25-000043_0', '0001562762-25-000043_1'], 'is_final_answer': False}, {'fact': 'Audit fees paid to Crowe LLP for fiscal year 2024', 'chunk_ids': ['0000927089-25-000082_41', '0000927089-25-000082_41', '0000927089-25-000082_42'], 'is_final_answer': False}, {'fact': 'Annual cash retainer for non-employee board members in 2024', 'chunk_ids': ['0000927089-25-000082_26', '0000927089-25-000082_27'], 'is_final_answer': False}, {'fact': '$509,250 in audit fees and $90,000 annual retainer for non-employee directors', 'chunk_ids': ['0000927089-25-000082_41', '0000927089-25-000082_26'], 'is_final_answer': True}]
|
$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 deferred special bonus for 2024 to both co-founders?
|
[{'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': ['0001213900-25-108470_1', '0001213900-25-108470_1', '0001213900-25-108470_3'], 'is_final_answer': False}, {'fact': 'Daniel Barel is chairman of SpecterX, co-founded in 2019 by his brother, service agreement signed October 29, 2021', 'chunk_ids': ['0001628280-25-025661_110', '0001628280-25-025661_212'], 'is_final_answer': False}, {'fact': '$12 million is the cash proceeds threshold that triggers payment of the 2024 special bonus to both co-founders (Daniel Barel and Ahishay Sardes)', 'chunk_ids': ['0001213900-25-108470_1', '0001213900-25-108470_3'], 'is_final_answer': True}]
|
$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 diversified corporation. In their most recent annual filing, this provider disclosed operating under three geographic segments. What was the combined estimated order backlog (in millions of dollars) for the two non-Americas segments as of December 31, 2024?
|
[{'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': ['0001628280-25-044836_0'], 'is_final_answer': False}, {'fact': 'Vertiv operates under three reportable geographic segments: Americas, Asia Pacific, and Europe, Middle East & Africa', 'chunk_ids': ['0001628280-25-005905_74', '0001674101-25-000008_79', '0001628280-25-019372_66', '0001674101-25-000008_40', '0001628280-25-019372_36', '0001674101-25-000024_44', '0001674101-25-000024_43', '0001674101-25-000024_85', '0001674101-25-000024_29', '0001674101-25-000008_39', '0001674101-25-000024_84', '0001674101-25-000008_26', '0001674101-25-000008_66', '0001628280-25-019372_25', '0001628280-25-019372_55', '0001628280-25-005905_10', '0001628280-25-005905_166', '0001674101-25-000024_70'], 'is_final_answer': False}, {'fact': 'The combined estimated order backlog for the two non-Americas segments (Asia Pacific: $911.4 million + Europe, Middle East & Africa: $1,595.0 million) as of December 31, 2024 was $2,506.4 million', 'chunk_ids': ['0001628280-25-005905_75', '0001628280-25-005905_167'], 'is_final_answer': True}]
|
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 facility that opened its permanent location late in the year in an eastern state. Shortly after, early the following year, the company amended its bylaws to increase maximum board size to accommodate new board appointees. What year does the small property lease expire?
|
[{'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', '0001590895-25-000068_657', '0001590895-25-000068_440', '0001590895-25-000068_814', '0001590895-25-000068_1093', '0001590895-25-000110_94', '0001590895-25-000126_42', '0001590895-25-000126_107', '0001590895-25-000130_46', '0001590895-25-000130_108', '0001590895-25-000068_50', '0001590895-25-000068_106'], 'is_final_answer': False}, {'fact': 'Caesars Virginia joint venture received $16 million distributions in 2024, permanent facility opened December 17, 2024 in Danville, Virginia', 'chunk_ids': ['0001590895-25-000068_107', '0001590895-25-000068_515', '0001590895-25-000068_51', '0001590895-25-000068_1093', '0001590895-25-000068_964', '0001590895-25-000068_264', '0001590895-25-000068_814', '0001590895-25-000068_657', '0001590895-25-000068_440'], 'is_final_answer': False}, {'fact': 'March 17, 2025 board amendment increased maximum board size from 11 to 12 directors to accommodate Icahn Group appointees', 'chunk_ids': ['0001590895-25-000104_0', '0001590895-25-000104_3', '0001193125-25-093716_6', '0001193125-25-093716_34'], 'is_final_answer': False}, {'fact': '2057', 'chunk_ids': ['0001590895-25-000068_264', '0001590895-25-000068_514', '0001590895-25-000130_46', '0001590895-25-000130_108', '0001590895-25-000126_42', '0001590895-25-000126_107', '0001590895-25-000110_43', '0001590895-25-000110_94', '0001193125-25-093716_93', '0001590895-25-000068_50', '0001590895-25-000068_106', '0001590895-25-000068_440', '0001590895-25-000068_964', '0001590895-25-000068_1093', '0001590895-25-000068_657', '0001590895-25-000068_814'], 'is_final_answer': True}]
|
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 adjustment in summer 2025. According to an independent statistical organization's analysis of randomized precipitation trials conducted from 2013 to 2018, what percentage increase in rainfall was recorded on average?
|
[{'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 (35.48% increase)', 'chunk_ids': ['0001213900-25-110062_20', '0001213900-25-110062_78', '0001213900-25-076764_19', '0001213900-25-076764_38'], 'is_final_answer': False}, {'fact': '16% average increase in rainfall during the randomized trial from 2013 to 2018 in Oman according to NIASRA (National Institute for Applied Statistics Research Australia)', 'chunk_ids': ['0001213900-25-035587_91', '0001213900-25-032239_4', '0001213900-25-012904_100', '0001213900-25-033116_89', '0001213900-25-008536_100'], 'is_final_answer': True}]
|
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 notional amount of these contracts, and when did the manufacturer acquire a North American robotics company with contingent consideration?
|
[{'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 fiscal 2023 goodwill impairment totaling $158 million', 'chunk_ids': ['0001024478-25-000116_205', '0001024478-25-000116_318', '0001024478-25-000116_90', '0001024478-25-000116_50', '0001024478-25-000116_166', '0001024478-25-000116_277'], 'is_final_answer': False}, {'fact': 'Sensia fiscal 2025 combined goodwill ($161 million) and intangible asset impairment', 'chunk_ids': ['0001024478-25-000116_205', '0001024478-25-000116_317', '0001024478-25-000116_174', '0001024478-25-000116_285', '0001024478-25-000116_59', '0001024478-25-000116_89', '0001024478-25-000116_357', '0001024478-25-000116_245', '0001024478-25-000116_204', '0001024478-25-000116_316', '0001024478-25-000116_90', '0001024478-25-000116_130'], 'is_final_answer': False}, {'fact': 'Fiscal 2025 cross-currency swap contracts USD-equivalent gross notional amount $800 million', 'chunk_ids': ['0001024478-25-000116_99', '0001024478-25-000116_327', '0001024478-25-000116_215'], 'is_final_answer': False}, {'fact': 'October 2023 acquisition of Clearpath Robotics (Canadian autonomous mobile robots company) with contingent consideration tied to revenue targets', 'chunk_ids': ['0001024478-25-000116_91', '0001024478-25-000116_206', '0001024478-25-000116_318', '0001024478-25-000010_8', '0001024478-25-000116_90', '0001024478-25-000010_60', '0001024478-25-000035_10', '0001024478-25-000035_61', '0001024478-25-000083_68', '0001024478-25-000010_9', '0001024478-25-000116_207', '0001024478-25-000116_319', '0001024478-25-000083_10', '0001024478-25-000083_11', '0001024478-25-000083_69', '0001024478-25-000035_11', '0001024478-25-000035_62', '0001024478-25-000010_61', '0001024478-25-000116_92', '0001024478-25-000010_62', '0001024478-25-000035_63', '0001024478-25-000083_12', '0001024478-25-000035_12', '0001024478-25-000083_70'], 'is_final_answer': False}, {'fact': '$800 million and October 2023', 'chunk_ids': ['0001024478-25-000116_99', '0001024478-25-000116_91', '0001024478-25-000116_327', '0001024478-25-000116_215', '0001024478-25-000116_326', '0001024478-25-000116_206', '0001024478-25-000116_318', '0001024478-25-000083_11', '0001024478-25-000083_68', '0001024478-25-000035_61', '0001024478-25-000010_60', '0001024478-25-000116_90', '0001024478-25-000035_10', '0001024478-25-000035_11', '0001024478-25-000083_10', '0001024478-25-000010_61', '0001024478-25-000083_69', '0001024478-25-000035_62', '0001024478-25-000116_319', '0001024478-25-000116_207', '0001024478-25-000010_8', '0001024478-25-000116_92', '0001024478-25-000010_9'], 'is_final_answer': True}]
|
$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 commitment in millions did this operator make in 2024 to a fund focused on artificial intelligence ventures?
|
[{'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', '0001013762-25-000307_2592', '0001013762-25-000307_1436', '0001013762-25-000307_2540', '0001013762-25-000307_85', '0001013762-25-000307_2434', '0001213900-25-030356_11', '0001013762-25-000307_1253', '0001013762-25-000307_1986', '0001013762-25-000307_2167', '0001013762-25-000307_2489', '0001013762-25-000307_2909'], 'is_final_answer': False}, {'fact': 'Preference Shares with fifty votes each', 'chunk_ids': ['0001213900-25-067734_5', '0001213900-25-061020_120', '0001213900-25-061371_120', '0001213900-25-071508_9', '0001213900-25-055565_35', '0001213900-25-071508_5', '0001213900-25-104745_15', '0001213900-25-071508_4', '0001213900-25-030356_6', '0001213900-25-057815_71', '0001213900-25-067734_9', '0001213900-25-061020_118', '0001213900-25-030356_33', '0001013762-25-000307_100', '0001013762-25-000307_417', '0001013762-25-000307_708', '0001013762-25-000307_895', '0001013762-25-000307_1082', '0001013762-25-000307_1267', '0001013762-25-000307_1451', '0001013762-25-000307_1635', '0001013762-25-000307_1819', '0001013762-25-000307_2001', '0001213900-25-091672_0', '0001213900-25-071508_8', '0001213900-25-071508_10', '0001213900-25-067734_8', '0001213900-25-067734_11', '0001213900-25-047115_0', '0001213900-25-030356_32', '0001213900-25-061020_140', '0001213900-25-061020_119', '0001013762-25-000307_1962', '0001013762-25-000307_2143', '0001213900-25-093122_156', '0001213900-25-058407_71', '0001213900-25-063777_66', '0001213900-25-094778_160', '0001013762-25-000307_2503', '0001013762-25-000307_670', '0001013762-25-000307_1972', '0001013762-25-000307_2277', '0001013762-25-000307_2144', '0001013762-25-000307_1413', '0001013762-25-000307_2153', '0001013762-25-000307_1044', '0001013762-25-000307_1597', '0001013762-25-000307_379'], 'is_final_answer': False}, {'fact': 'Executive Tabar earned Master of Law (LL.M.) from Columbia University in 2001', 'chunk_ids': ['0001013762-25-000307_2642', '0001013762-25-000307_2590', '0001213900-25-030356_12', '0001013762-25-000307_83', '0001013762-25-000307_400', '0001013762-25-000307_691', '0001013762-25-000307_878', '0001013762-25-000307_1065', '0001013762-25-000307_1250', '0001013762-25-000307_1434', '0001013762-25-000307_1618', '0001013762-25-000307_1802', '0001013762-25-000307_2538'], 'is_final_answer': False}, {'fact': '$15.9 million investment in AI Innovation Fund I on July 15, 2024, with Pleasanton Ventures Innovation Master Fund SPC Limited', 'chunk_ids': ['0001013762-25-000307_372', '0001013762-25-000307_1037', '0001213900-25-076608_323', '0001213900-25-076608_135', '0001213900-25-110383_407', '0001213900-25-044155_304', '0001213900-25-076608_515', '0001213900-25-044155_203', '0001013762-25-000307_2932', '0001013762-25-000307_2190', '0001213900-25-110383_671', '0001213900-25-110383_634', '0001213900-25-076608_256', '0001213900-25-110383_348', '0001013762-25-000307_425', '0001013762-25-000307_716', '0001013762-25-000307_1090', '0001013762-25-000307_1827', '0001213900-25-044155_108', '0001013762-25-000307_2784', '0001213900-25-110383_173', '0001213900-25-110383_290', '0001213900-25-110383_465', '0001213900-25-110383_560', '0001213900-25-110383_597', '0001213900-25-110383_708', '0001213900-25-076608_52', '0001213900-25-076608_222', '0001213900-25-076608_290', '0001213900-25-076608_355', '0001213900-25-076608_482', '0001213900-25-044155_176', '0001213900-25-044155_229', '0001213900-25-044155_254', '0001213900-25-044155_279', '0001213900-25-044155_378', '0001213900-25-044155_403', '0001013762-25-000307_108', '0001013762-25-000307_903', '0001013762-25-000307_2009', '0001013762-25-000307_1643', '0001013762-25-000307_2712', '0001013762-25-000307_2323', '0001013762-25-000307_2512'], 'is_final_answer': True}]
|
$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 exceeding $1.5 million for a mood disorder program based on prior academic work at a southeastern research institution. On the same date in August 2025 that their founding CFO with a graduate business degree from a southwestern private university became chief executive, they appointed an interim financial officer aged 53 who previously worked as a senior audit manager at a major accounting firm and holds an undergraduate accounting degree from a midwestern public university. What university did the interim financial officer attend for his accounting degree?
|
[{'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', '0001213900-25-041072_23', '0001213900-25-021719_9', '0001213900-25-021719_32', '0001213900-25-041072_48', '0001013762-25-003354_211', '0001013762-25-003354_350', '0001013762-25-003354_418', '0001013762-25-003354_419'], 'is_final_answer': False}, {'fact': 'Phase II study enrolled 208 subjects in 8 countries', 'chunk_ids': ['0001013762-25-003354_557', '0001213900-25-073077_29', '0001213900-25-073077_67', '0001213900-25-021719_10', '0001213900-25-104141_65', '0001013762-25-003354_99', '0001213900-25-104141_30', '0001013762-25-003354_11', '0001013762-25-003354_16', '0001213900-25-059298_5', '0001213900-25-041072_24', '0001213900-25-041072_49', '0001013762-25-003354_212', '0001013762-25-003354_282', '0001013762-25-003354_351', '0001013762-25-003354_419', '0001013762-25-003354_488', '0001013762-25-003354_626', '0001013762-25-003354_694', '0001013762-25-003354_762', '0001013762-25-003354_625'], 'is_final_answer': False}, {'fact': '$2.0 million NIMH award for mood disorder program, Emory University work', 'chunk_ids': ['0001013762-25-003354_213', '0001013762-25-003354_557', '0001013762-25-003354_763', '0001013762-25-003354_351', '0001213900-25-041072_49', '0001213900-25-041072_24', '0001013762-25-003354_282', '0001013762-25-003354_626', '0001213900-25-021719_11', '0001013762-25-003354_420', '0001013762-25-003354_100', '0001013762-25-003354_695'], 'is_final_answer': False}, {'fact': 'Founding CFO with Rice MBA became CEO in August 2025', 'chunk_ids': ['0001213900-25-073077_136', '0001213900-25-073077_151', '0001213900-25-073077_50', '0001213900-25-073077_88', '0001213900-25-073077_89', '0001213900-25-073077_120', '0001213900-25-073077_195', '0001213900-25-073077_51', '0001213900-25-073077_210', '0001213900-25-073077_211', '0001213900-25-073077_121', '0001213900-25-073077_105', '0001213900-25-073077_181', '0001213900-25-073077_166', '0001213900-25-073077_196', '0001213900-25-033742_25', '0001213900-25-033742_26', '0001213900-25-073077_104', '0001213900-25-073077_165', '0001213900-25-073077_150', '0001213900-25-073077_180', '0001213900-25-073077_135'], 'is_final_answer': False}, {'fact': 'Interim CFO aged 53, Ernst & Young senior audit manager, appointed August 2025', 'chunk_ids': ['0001213900-25-073077_52', '0001213900-25-073077_212', '0001213900-25-073077_152', '0001213900-25-073077_106', '0001213900-25-073077_167', '0001213900-25-073077_197', '0001213900-25-073077_122', '0001213900-25-073077_182', '0001213900-25-073077_137', '0001213900-25-073077_89', '0001213900-25-073077_51'], 'is_final_answer': False}, {'fact': 'Purdue University', 'chunk_ids': ['0001213900-25-073077_52', '0001213900-25-073077_212', '0001213900-25-073077_89', '0001213900-25-073077_106', '0001213900-25-073077_122', '0001213900-25-073077_137', '0001213900-25-073077_152', '0001213900-25-073077_167', '0001213900-25-073077_182', '0001213900-25-073077_197'], 'is_final_answer': True}]
|
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 company's board?
|
[{'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 therapy equipment manufacturer)', 'chunk_ids': ['0001493152-25-021913_10', '0001437749-25-017562_0', '0001493152-25-021913_10', '0001437749-25-017562_0', '0001437749-25-017562_1', '0001493152-25-021913_11', '0001493152-25-021913_7', '0001493152-25-021913_15'], 'is_final_answer': False}, {'fact': 'Eric Hines appointed CEO in July 2025 with $15,000 monthly base compensation', 'chunk_ids': ['0001437749-25-024900_0', '0001493152-25-021913_19', '0001437749-25-026919_19', '0001493152-25-021913_11'], 'is_final_answer': False}, {'fact': 'Goldman Capital Management, founded in 1985 by Neal Goldman, Chairman of the Board', 'chunk_ids': ['0001493152-25-021913_9'], 'is_final_answer': True}]
|
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', '0001193125-25-221783_23', '0001193125-25-221783_24', '0001193125-25-277896_655', '0001193125-25-277896_656', '0001193125-25-221783_209', '0001193125-25-221780_0', '0001193125-25-221783_1', '0001193125-25-277896_3', '0001193125-25-277896_9', '0001193125-25-277896_14', '0001193125-25-277896_27', '0001193125-25-277896_34', '0001193125-25-277896_335', '0001193125-25-277896_422', '0001193125-25-277896_522', '0001193125-25-277896_609', '0001193125-25-277896_630', '0001193125-25-277896_644', '0001193125-25-277896_1063', '0001193125-25-283009_6', '0001193125-25-283009_10', '0001193125-25-277896_317', '0001193125-25-277896_804', '0001193125-25-277896_861', '0001193125-25-221783_169'], 'is_final_answer': False}, {'fact': 'The Hadron Halo flagship reactor has a 50-year useful life', 'chunk_ids': ['0001193125-25-257513_0', '0001193125-25-239557_19', '0001193125-25-298527_19', '0001193125-25-251693_18'], 'is_final_answer': True}]
|
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 controlling shareholder joined the company's board in the summer of 2025. As of the close of the third quarter 2025, how many physical vertical structures did this company own, and what was this individual's age at appointment?
|
[{'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', '0000821130-25-000023_66', '0000821130-25-000027_59', '0000821130-25-000012_38', '0000821130-25-000006_38'], 'is_final_answer': False}, {'fact': 'Verizon acquired cellular, AWS and PCS bands for $1,000 million on October 17, 2024', 'chunk_ids': ['0000821130-25-000023_3', '0000821130-25-000023_68', '0000821130-25-000032_46', '0000821130-25-000032_143', '0000821130-25-000051_139', '0000821130-25-000032_118', '0000821130-25-000032_2', '0000821130-25-000051_169', '0000821130-25-000032_34', '0000821130-25-000051_200', '0000821130-25-000007_17', '0000821130-25-000013_17', '0000821130-25-000070_50', '0000821130-25-000070_138', '0000821130-25-000070_168', '0000821130-25-000070_198', '0000821130-25-000051_2', '0000821130-25-000051_47', '0000821130-25-000051_63', '0000821130-25-000032_93'], 'is_final_answer': False}, {'fact': 'AT&T acquired 3.45 GHz and 700 MHz bands for $1,018 million on November 6, 2024', 'chunk_ids': ['0000821130-25-000032_3', '0000821130-25-000051_139', '0000821130-25-000051_48', '0000821130-25-000023_68', '0000821130-25-000070_169', '0000821130-25-000023_3', '0000821130-25-000032_143', '0000821130-25-000051_200', '0000821130-25-000032_118', '0000821130-25-000051_169', '0000821130-25-000007_16', '0000821130-25-000013_16', '0000821130-25-000013_13', '0000821130-25-000007_13', '0000821130-25-000013_15', '0000821130-25-000007_15', '0000821130-25-000070_50', '0000821130-25-000070_139', '0000821130-25-000070_199', '0000821130-25-000051_2', '0000821130-25-000051_63', '0000821130-25-000032_34', '0000821130-25-000032_47', '0000821130-25-000032_94', '0000821130-25-000070_23', '0000821130-25-000070_84', '0000821130-25-000070_111', '0000821130-25-000070_138', '0000821130-25-000070_168', '0000821130-25-000070_198', '0000821130-25-000051_25', '0000821130-25-000051_86', '0000821130-25-000070_2', '0000821130-25-000070_63', '0000821130-25-000012_4', '0000821130-25-000006_4', '0000821130-25-000007_1', '0000821130-25-000032_93', '0000821130-25-000023_12'], 'is_final_answer': False}, {'fact': 'Kenneth Dixon, President and CEO of TDS Telecom, age 56, joined board July 1, 2025', 'chunk_ids': ['0000821130-25-000055_12', '0000821130-25-000039_4', '0000821130-25-000048_12', '0000821130-25-000055_1', '0000821130-25-000048_1'], 'is_final_answer': False}, {'fact': '4,449 towers as of September 30, 2025 and Kenneth Dixon was age 56 when appointed', 'chunk_ids': ['0000821130-25-000070_3', '0000821130-25-000055_12', '0000821130-25-000070_1', '0000821130-25-000070_62', '0000821130-25-000070_64', '0000821130-25-000048_12'], 'is_final_answer': True}]
|
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 in the most recent fiscal year?
|
[{'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}, {'fact': 'Independent board chair and mandatory retirement policy capping director age at 75', 'chunk_ids': ['0000023217-25-000054_14', '0000023217-25-000054_11', '0000023217-25-000054_15', '0000023217-25-000054_3'], 'is_final_answer': False}, {'fact': 'Thomas M. McGough identified as EVP & COO', 'chunk_ids': ['0001576059-25-000007_0', '0001576059-25-000007_0', '0001576059-25-000009_0', '0000023217-25-000054_57'], 'is_final_answer': False}, {'fact': '74.3% payout awarded to the Chief Operating Officer (Mr. McGough) under the annual incentive plan', 'chunk_ids': ['0000023217-25-000054_42', '0000023217-25-000054_41', '0000023217-25-000054_32', '0000023217-25-000054_34', '0000023217-25-000054_27', '0000023217-25-000054_28'], 'is_final_answer': True}]
|
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 per-share price representing approximately 0.03% of the concurrent private placement unit offering price. What was the total amount of the deferred underwriting compensation associated with this entity's 2024 initial public offering?
|
[{'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', '0001213900-25-022743_293', '0001213900-25-022743_915', '0001213900-25-022743_652', '0001213900-25-022743_105', '0001213900-25-022743_967', '0001213900-25-022743_758', '0001213900-25-022743_811', '0001213900-25-022743_539', '0001213900-25-022743_168'], 'is_final_answer': False}, {'fact': "Zhenxing Wang's educational and professional background", 'chunk_ids': ['0001213900-25-022743_291', '0001213900-25-022743_965', '0001213900-25-022743_861', '0001213900-25-022743_597', '0001213900-25-022743_913', '0001213900-25-022743_650', '0001213900-25-022743_537', '0001213900-25-022743_479', '0001213900-25-022743_863', '0001213900-25-022743_42', '0001213900-25-022743_1193', '0001213900-25-022743_705', '0001213900-25-022743_417', '0001213900-25-022743_355', '0001213900-25-022743_229', '0001213900-25-022743_353', '0001213900-25-022743_703', '0001213900-25-022743_1191', '0001213900-25-022743_758', '0001213900-25-022743_811', '0001213900-25-022743_915', '0001213900-25-022743_293', '0001213900-25-022743_652', '0001213900-25-022743_967', '0001213900-25-022743_477', '0001213900-25-022743_809', '0001213900-25-022743_40', '0001213900-25-022743_103'], 'is_final_answer': False}, {'fact': 'Sponsor paid $25,000 for 8,625,000 founder shares at approximately $0.003 per share in March 2024', 'chunk_ids': ['0001213900-25-022743_664', '0001213900-25-022743_979', '0001213900-25-022743_927', '0001213900-25-022743_1089', '0001213900-25-022743_305', '0001213900-25-022743_875', '0001213900-25-022743_179', '0001213900-25-022743_116', '0001213900-25-022743_242', '0001213900-25-022743_428', '0001213900-25-022743_490', '0001213900-25-022743_1053', '0001213900-25-022743_53', '0001213900-25-022743_367', '0001213900-25-022743_157', '0001213900-25-022743_31', '0001213900-25-022743_306', '0001213900-25-022743_980', '0001213900-25-022743_876', '0001213900-25-022743_429', '0001213900-25-022743_1205', '0001213900-25-022743_717', '0001213900-25-022743_551', '0001213900-25-022743_611', '0001213900-25-022743_716', '0001213900-25-022743_769', '0001213900-25-022743_822', '0001213900-25-022743_1017', '0001213900-25-022743_1204', '0001213900-25-022743_6', '0001213900-25-022743_27', '0001213900-25-022743_90', '0001213900-25-022743_153', '0001213900-25-022743_216', '0001213900-25-022743_279', '0001213900-25-022743_340', '0001213900-25-022743_366', '0001213900-25-022743_402', '0001213900-25-022743_464', '0001213900-25-022743_741', '0001213900-25-022743_220', '0001213900-25-107616_21', '0001213900-25-107616_30', '0001213900-25-107616_51', '0001213900-25-107616_180', '0001213900-25-107616_189', '0001213900-25-073653_178', '0001213900-25-042038_11', '0001213900-25-042038_49', '0001213900-25-022743_94', '0001213900-25-022743_283'], 'is_final_answer': False}, {'fact': 'Private placement units priced at $10.00 per unit', 'chunk_ids': ['0001213900-25-022743_506', '0001213900-25-022743_453', '0001213900-25-022743_847', '0001213900-25-022743_1229', '0001213900-25-022743_718', '0001213900-25-022743_492', '0001213900-25-022743_741', '0001213900-25-022743_1206', '0001213900-25-022743_55', '0001213900-25-022743_1055', '0001213900-25-022743_430', '0001213900-25-022743_78', '0001213900-25-022743_515', '0001213900-25-022743_794', '0001213900-25-022743_391', '0001213900-25-022743_1176', '0001213900-25-022743_306', '0001213900-25-022743_876', '0001213900-25-022743_1090', '0001213900-25-022743_824', '0001213900-25-022743_928', '0001213900-25-107616_9', '0001213900-25-107616_21', '0001213900-25-107616_29', '0001213900-25-107616_31', '0001213900-25-107616_49', '0001213900-25-107616_51', '0001213900-25-107616_168', '0001213900-25-107616_180', '0001213900-25-107616_188', '0001213900-25-107616_190', '0001213900-25-107616_8', '0001213900-25-107616_28', '0001213900-25-107616_30', '0001213900-25-107616_167', '0001213900-25-073653_7', '0001213900-25-073653_26', '0001213900-25-073653_28', '0001213900-25-073653_46', '0001213900-25-073653_48', '0001213900-25-073653_166', '0001213900-25-022743_1004', '0001213900-25-022743_1114', '0001213900-25-022743_141', '0001213900-25-022743_1078', '0001213900-25-022743_1145', '0001213900-25-022743_576', '0001213900-25-022743_220', '0001213900-25-022743_529', '0001213900-25-022743_157', '0001213900-25-022743_688', '0001213900-25-022743_771', '0001213900-25-022743_368'], 'is_final_answer': False}, {'fact': '$8,625,000 deferred underwriting fee for the summer 2024 IPO', 'chunk_ids': ['0001213900-25-022743_506', '0001213900-25-022743_588', '0001213900-25-107616_1', '0001213900-25-107616_7', '0001213900-25-107616_8', '0001213900-25-107616_24', '0001213900-25-107616_29', '0001213900-25-107616_33', '0001213900-25-107616_49', '0001213900-25-107616_54', '0001213900-25-107616_167', '0001213900-25-107616_183', '0001213900-25-107616_188', '0001213900-25-107616_192', '0001213900-25-042038_0', '0001213900-25-042038_21', '0001213900-25-042038_34', '0001213900-25-042038_59', '0001213900-25-042038_127', '0001213900-25-073653_1', '0001213900-25-073653_7', '0001213900-25-073653_27', '0001213900-25-073653_31', '0001213900-25-073653_46', '0001213900-25-073653_51', '0001213900-25-073653_166', '0001213900-25-073653_186', '0001213900-25-073653_191', '0001213900-25-022743_34', '0001213900-25-022743_81', '0001213900-25-022743_281', '0001213900-25-022743_316', '0001213900-25-022743_439', '0001213900-25-022743_528', '0001213900-25-022743_531', '0001213900-25-022743_562', '0001213900-25-022743_578', '0001213900-25-022743_591', '0001213900-25-022743_622', '0001213900-25-022743_638', '0001213900-25-022743_781', '0001213900-25-022743_886', '0001213900-25-022743_990', '0001213900-25-022743_1100'], 'is_final_answer': True}]
|
$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 came from clients based in the neighboring mainland economy?
|
[{'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 worked at Tian Cheng Holdings Ltd (ticker 2110.HK)', 'chunk_ids': ['0001213900-25-087671_1'], 'is_final_answer': False}, {'fact': '14.9% of total revenue came from clients based in the PRC (Mainland China), the largest economy sharing a border with Hong Kong, for the fiscal year ending March 2025', 'chunk_ids': ['0001213900-25-069627_77', '0001213900-25-069627_77'], 'is_final_answer': True}]
|
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. Third, they launched a content production division. The individual who leads that production division appeared in a film directed by a prominent filmmaker known for complex narratives. What is the name of the West African-based accounting firm that audited this enterprise's 2024 fiscal year?
|
[{'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 prejudice on February 25, 2025', 'chunk_ids': ['0001641172-25-005487_107', '0001641172-25-005487_151', '0001641172-25-024882_320', '0001493152-25-024384_332', '0001493152-25-022313_26', '0001641172-25-009053_229', '0001493152-25-018121_87', '0001493152-25-024384_90', '0001493152-25-024384_315', '0001641172-25-010091_75', '0001641172-25-009053_75', '0001641172-25-006093_74', '0001641172-25-005663_109', '0001641172-25-024882_354', '0001493152-25-024384_268', '0001493152-25-024384_179', '0001641172-25-024882_337', '0001493152-25-024384_349', '0001641172-25-024882_90', '0001641172-25-010091_232', '0001641172-25-006093_231', '0001641172-25-005663_184'], 'is_final_answer': False}, {'fact': 'Acquired Spektrum Ltd from PlusEvo Ltd on March 13, 2025 for $1.5 million at $3 per share', 'chunk_ids': ['0001641172-25-005487_151', '0001493152-25-009806_0', '0001641172-25-005487_151', '0001493152-25-009806_0', '0001493152-25-018121_10', '0001641172-25-011865_45', '0001641172-25-011865_2', '0001641172-25-024882_149', '0001641172-25-024882_240', '0001493152-25-018121_58', '0001641172-25-024882_57', '0001641172-25-011865_51', '0001641172-25-011865_57', '0001493152-25-018121_64', '0001493152-25-018121_76', '0001641172-25-024882_288', '0001641172-25-006093_231', '0001641172-25-005663_184', '0001641172-25-010091_233', '0001641172-25-009053_230', '0001641172-25-006093_117', '0001641172-25-005663_21', '0001641172-25-010091_118', '0001641172-25-009053_116'], 'is_final_answer': False}, {'fact': 'Sports.com Studios launched on March 25, 2025 as content production division', 'chunk_ids': ['0001641172-25-005487_151', '0001641172-25-010091_233', '0001641172-25-009053_230', '0001641172-25-006093_231', '0001641172-25-005663_184'], 'is_final_answer': False}, {'fact': 'Tamer Hassan appointed president of Sports.com Studios on June 17, 2025', 'chunk_ids': ['0001493152-25-024384_63', '0001493152-25-024384_63', '0001493152-25-024384_288', '0001493152-25-024384_240', '0001493152-25-024384_151', '0001641172-25-024882_154', '0001641172-25-024882_245', '0001641172-25-024882_63'], 'is_final_answer': False}, {'fact': 'Boladale Lawal & Company', 'chunk_ids': ['0001641172-25-005487_3', '0001641172-25-005487_110', '0001641172-25-005663_8', '0001493152-25-027089_19', '0001493152-25-027089_18', '0001493152-25-027089_17', '0001493152-25-005681_30', '0001641172-25-010091_235', '0001493152-25-005681_28', '0001641172-25-003901_189', '0001641172-25-006093_186', '0001493152-25-027089_5', '0001493152-25-025084_19', '0001493152-25-025008_19', '0001493152-25-022313_18', '0001641172-25-010091_187', '0001641172-25-010091_188', '0001641172-25-010091_191', '0001641172-25-009053_186', '0001641172-25-009053_189', '0001641172-25-009053_232', '0001641172-25-006093_189', '0001641172-25-005663_141', '0001641172-25-003901_194', '0001641172-25-003412_138', '0001641172-25-005663_138', '0001641172-25-003901_190', '0001641172-25-003412_134', '0001641172-25-006093_233', '0001493152-25-004309_29', '0001641172-25-005663_204', '0001641172-25-005663_205', '0001493152-25-004309_30', '0001493152-25-027089_20', '0001641172-25-003412_202', '0001641172-25-005663_207', '0001641172-25-003901_237', '0001493152-25-005681_1'], 'is_final_answer': True}]
|
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 firm sought to raise through the summer 2023 private placement?
|
[{'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', '0001641172-25-017143_371', '0001641172-25-017143_843', '0001641172-25-017143_625', '0001641172-25-017143_649', '0001641172-25-017143_716', '0001641172-25-017143_71', '0001641172-25-017143_155'], 'is_final_answer': False}, {'fact': 'Last annual shareholder meeting held in 2016', 'chunk_ids': ['0001641172-25-017143_583', '0001641172-25-017143_760'], 'is_final_answer': False}, {'fact': '$1,500,000 maximum sought through August 15, 2023 private placement offering', 'chunk_ids': ['0001641172-25-017143_254', '0001641172-25-023411_12', '0001641172-25-017143_307', '0001641172-25-023411_35', '0001493152-25-006815_39', '0001493152-25-022380_12', '0001493152-25-022380_37', '0001641172-25-017143_61', '0001641172-25-017143_145', '0001641172-25-017143_200', '0001641172-25-017143_361', '0001641172-25-017143_414', '0001641172-25-017143_467', '0001641172-25-017143_518', '0001641172-25-017143_568', '0001641172-25-017143_615', '0001641172-25-017143_833', '0001493152-25-006815_14'], 'is_final_answer': True}]
|
$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 completed a merger with another public company. What percentage ownership does this entity maintain in the jointly-formed residential loan origination business that serves as one of its asset suppliers?
|
[{'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', '0001514281-25-000086_86', '0001628280-25-050624_5', '0001628280-25-050624_133', '0001514281-25-000086_6', '0001514281-25-000026_73', '0001514281-25-000086_132', '0001628280-25-050624_6', '0001514281-25-000033_46', '0001514281-25-000086_153', '0001514281-25-000062_94', '0001514281-25-000026_74', '0001628280-25-050624_86', '0001514281-25-000086_5', '0001514281-25-000086_152', '0001514281-25-000086_225', '0001514281-25-000062_33', '0001514281-25-000062_151', '0001514281-25-000062_74', '0001628280-25-050624_84', '0001628280-25-050624_221', '0001514281-25-000086_84'], 'is_final_answer': False}, {'fact': 'Three cumulative redeemable preferred stock series: Series A (8.25%), Series B (8.00%), Series C', 'chunk_ids': ['0001514281-25-000026_106', '0001514281-25-000026_132', '0001514281-25-000086_215', '0001628280-25-050624_214', '0001628280-25-050624_218', '0001514281-25-000086_210', '0001514281-25-000099_91', '0001514281-25-000086_220', '0001514281-25-000062_14', '0001514281-25-000062_146', '0001628280-25-050624_75', '0001514281-25-000062_85', '0001514281-25-000086_143', '0001628280-25-050624_145', '0001514281-25-000062_24', '0001514281-25-000086_144', '0001514281-25-000062_19', '0001514281-25-000062_86', '0001628280-25-050624_210', '0001514281-25-000018_0', '0001628280-25-050624_129', '0001628280-25-050624_141', '0001628280-25-050624_209', '0001628280-25-050624_213', '0001628280-25-050624_217', '0001514281-25-000099_90', '0001514281-25-000086_74', '0001514281-25-000086_75', '0001514281-25-000086_139', '0001514281-25-000086_140', '0001514281-25-000086_209', '0001514281-25-000086_214', '0001514281-25-000086_219', '0001514281-25-000062_23', '0001514281-25-000062_71', '0001514281-25-000062_81', '0001514281-25-000062_145', '0001514281-25-000062_188', '0001514281-25-000026_107', '0001514281-25-000086_22', '0001514281-25-000086_169', '0001514281-25-000062_208', '0001514281-25-000086_82', '0001628280-25-050624_144', '0001514281-25-000062_29', '0001514281-25-000086_81', '0001514281-25-000086_267', '0001514281-25-000086_128', '0001628280-25-050624_265', '0001514281-25-000062_225', '0001514281-25-000062_82', '0001514281-25-000086_80', '0001628280-25-050624_266'], 'is_final_answer': False}, {'fact': 'WMC acquisition completed on December 6, 2023 (early December)', 'chunk_ids': ['0001514281-25-000026_14', '0001514281-25-000026_120', '0001628280-25-050624_4', '0001514281-25-000033_47', '0001514281-25-000026_153', '0001628280-25-050624_84', '0001628280-25-050624_130', '0001628280-25-050624_133', '0001628280-25-050624_151', '0001628280-25-050624_221', '0001628280-25-050624_266', '0001514281-25-000086_3', '0001514281-25-000086_47', '0001514281-25-000086_84', '0001514281-25-000086_129', '0001514281-25-000086_132', '0001514281-25-000062_75', '0001514281-25-000062_32', '0001514281-25-000062_92', '0001514281-25-000062_195', '0001514281-25-000086_150'], 'is_final_answer': False}, {'fact': '44.6% ownership stake in Arc Home, the residential mortgage origination platform', 'chunk_ids': ['0001514281-25-000033_48', '0001514281-25-000026_36', '0001628280-25-050624_16', '0001628280-25-050624_21', '0001628280-25-050624_136', '0001628280-25-050624_163', '0001628280-25-050624_169', '0001514281-25-000086_3', '0001514281-25-000086_84', '0001514281-25-000086_135', '0001514281-25-000086_150', '0001514281-25-000086_223', '0001514281-25-000062_78', '0001514281-25-000062_92', '0001514281-25-000062_32', '0001514281-25-000062_149', '0001514281-25-000062_195', '0001514281-25-000026_11', '0001514281-25-000026_119'], 'is_final_answer': True}]
|
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 subsequently appointed an additional independent director later that year. This entity owns a property in a wine region featuring a restaurant with specialized seating. How many shares was the borrower permitted to purchase under the loan agreement?
|
[{'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', '0001574085-25-000111_2', '0001574085-25-000097_0', '0001574085-25-000134_0', '0001104659-25-119016_0', '0001574085-25-000111_1', '0001574085-25-000111_5', '0001574085-25-000111_16', '0001574085-25-000111_18', '0001574085-25-000080_0', '0001574085-25-000040_35', '0001104659-25-034249_0', '0001574085-25-000024_160'], 'is_final_answer': False}, {'fact': 'Hotel Yountville in Yountville, California (Napa Valley wine region) with 46-seat Heritage Oak restaurant', 'chunk_ids': ['0001574085-25-000024_20'], 'is_final_answer': False}, {'fact': 'Jay H. Shah appointed to Board in October 2024', 'chunk_ids': ['0001574085-25-000040_11', '0001574085-25-000024_163'], 'is_final_answer': False}, {'fact': 'Standstill restrictions expiring July 2, 2034 (ten years from loan date in July 2024); additional independent director appointed October 4, 2024', 'chunk_ids': ['0001574085-25-000024_163', '0001574085-25-000024_239'], 'is_final_answer': False}, {'fact': 'Unsecured loan agreement to purchase 3,500,000 shares with 5-year term and SOFR + 3.00% (300 basis points) interest rate', 'chunk_ids': ['0001574085-25-000024_164', '0001574085-25-000051_17', '0001574085-25-000092_144', '0001574085-25-000092_24', '0001574085-25-000130_25', '0001574085-25-000051_95', '0001574085-25-000130_153', '0001574085-25-000130_154', '0001574085-25-000024_240'], 'is_final_answer': False}, {'fact': 'Confirmation of 3,500,000 shares purchase and standstill expiring July 2, 2034', 'chunk_ids': ['0001574085-25-000024_239', '0001574085-25-000024_163', '0001574085-25-000024_164', '0001574085-25-000024_240', '0001574085-25-000092_24', '0001574085-25-000092_144', '0001574085-25-000051_17', '0001574085-25-000051_95', '0001574085-25-000130_25', '0001574085-25-000130_153'], 'is_final_answer': False}, {'fact': 'Loan details: 5-year term, SOFR + 3.00%, 3.5 million shares of Braemar common stock purchased', 'chunk_ids': ['0001574085-25-000024_240', '0001574085-25-000051_95', '0001574085-25-000024_164', '0001574085-25-000092_24', '0001574085-25-000051_17', '0001574085-25-000092_144', '0001574085-25-000130_154', '0001574085-25-000130_25', '0001574085-25-000130_26', '0001574085-25-000130_153'], 'is_final_answer': False}, {'fact': '3,500,000 shares', 'chunk_ids': ['0001574085-25-000024_164', '0001574085-25-000024_239', '0001574085-25-000024_240', '0001213900-25-112094_0', '0001574085-25-000130_25', '0001574085-25-000130_153', '0001574085-25-000092_24', '0001574085-25-000092_144', '0001574085-25-000051_17', '0001574085-25-000051_95'], 'is_final_answer': True}]
|
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 2025, one of their subsidiaries saw majority ownership transferred, reducing the parent entity's stake below 50%. What was the exact completion date of that subsidiary ownership transfer?
|
[{'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}, {'fact': 'Board member graduated from University of Bath (UK) in 2015 with Master of Arts in International Relations', 'chunk_ids': ['0001493152-25-002124_37', '0001493152-25-002124_860', '0001493152-25-002124_152', '0001493152-25-002124_738', '0001493152-25-002124_328', '0001493152-25-002124_240', '0001493152-25-002124_982', '0001493152-25-002124_567'], 'is_final_answer': False}, {'fact': "Board member Li earned bachelor's degree in Finance at Harbin Institute of Finance in 2020", 'chunk_ids': ['0001493152-25-002124_239', '0001493152-25-002124_566', '0001493152-25-002124_36', '0001493152-25-002124_859', '0001493152-25-002124_981', '0001493152-25-002124_737', '0001493152-25-002124_151', '0001493152-25-002124_327'], 'is_final_answer': False}, {'fact': 'January 17, 2025 - completion date of King Eagle (Hangzhou) 55% ownership transfer', 'chunk_ids': ['0001641172-25-023821_16', '0001493152-25-006580_87', '0001641172-25-010699_17'], 'is_final_answer': True}]
|
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 agreement and must serve minimum terms. Separately, in 2025, the institution appointed a new senior executive officer. How many distinct investment vehicles comprise the institution's proprietary mutual fund family, and what was the total annual fee paid to the chairman of the board in 2024?
|
[{'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_ids': ['0000950170-25-039418_96'], 'is_final_answer': False}, {'fact': 'Six distinct investment vehicles (WesMark Large Company Fund, WesMark Balanced Fund, WesMark Small Company Fund, WesMark Government Bond Fund, WesMark West Virginia Municipal Bond Fund, and WesMark Tactical Opportunity Fund); Chairman of the Board received $125,000 in 2024', 'chunk_ids': ['0000950170-25-030795_1', '0000950170-25-030795_106', '0000950170-25-039418_96', '0001193125-25-201360_7', '0001193125-25-201360_83'], 'is_final_answer': True}]
|
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 preferred equity securities with non-cumulative dividends, where the annual dividend rate when multiplied by 4 equals 22. What was the company's required statutory capital in its primary domicile, in millions of dollars, at the most recent fiscal year-end?
|
[{'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 2017', 'chunk_ids': ['0001214816-25-000088_11', '0001214816-25-000088_11'], 'is_final_answer': False}, {'fact': 'Series E preferred shares issued November 7, 2016 with 5.50% annual dividend rate (5.50 × 4 = 22)', 'chunk_ids': ['0001214816-25-000056_131', '0001214816-25-000056_322', '0001214816-25-000056_210'], 'is_final_answer': False}, {'fact': "AXIS CAPITAL HOLDINGS LTD's required statutory capital in Bermuda at December 31, 2024 was $1,982,025 thousand, which equals 1982 million dollars", 'chunk_ids': ['0001214816-25-000056_152'], 'is_final_answer': True}]
|
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 fifteen percent. On the same date this entity's board unanimously approved a major increase in authorized capital structure, how many units were reserved for potential conversion under that fund's financing agreement?
|
[{'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', '0001641172-25-015976_3', '0001641172-25-015976_1344', '0001641172-25-015976_1590', '0001493152-25-005479_89', '0001641172-25-015976_1467', '0001641172-25-015976_1695', '0001641172-25-015976_161', '0001493152-25-009166_88', '0001641172-25-015976_83', '0001641172-25-015976_122', '0001641172-25-015976_1092', '0001641172-25-015976_968', '0001641172-25-015976_429', '0001493152-25-009166_89', '0001641172-25-015976_84', '0001641172-25-015976_710', '0001641172-25-015976_1801'], 'is_final_answer': False}, {'fact': 'FirstFire (Delaware LLC) debt instrument with 19% annual interest rate requiring 40,000 shares reserved for conversion in fiscal 2024', 'chunk_ids': ['0001641172-25-015976_1272', '0001641172-25-015976_1446', '0001641172-25-015976_1885', '0001493152-25-009166_192', '0001641172-25-015976_892', '0001493152-25-005479_191', '0001641172-25-015976_1674', '0001641172-25-015976_946', '0001641172-25-015976_1394', '0001641172-25-015976_356', '0001641172-25-015976_508', '0001641172-25-015976_637', '0001641172-25-015976_817', '0001641172-25-015976_1020', '0001641172-25-015976_408', '0001641172-25-015976_560', '0001641172-25-015976_689', '0001641172-25-015976_1072', '0001641172-25-015976_1145', '0001641172-25-015976_1517', '0001493152-25-005479_52', '0001641172-25-015976_1569', '0001641172-25-015976_1323'], 'is_final_answer': False}, {'fact': 'Board unanimous written consent dated September 19, 2025 for capitalization amendment from 100M to 500M authorized shares', 'chunk_ids': ['0001493152-25-017240_5', '0001493152-25-014938_1', '0001493152-25-014938_4', '0001493152-25-014938_5', '0001493152-25-017240_1', '0001493152-25-017240_4'], 'is_final_answer': False}, {'fact': "40,000 equity units were reserved for conversion under the FirstFire Delaware fund's financing agreement", 'chunk_ids': ['0001641172-25-015976_1272', '0001641172-25-015976_1446', '0001641172-25-015976_1885', '0001493152-25-009166_192', '0001493152-25-005479_191', '0001641172-25-015976_946', '0001641172-25-015976_1145', '0001493152-25-009166_52', '0001493152-25-005479_52', '0001641172-25-015976_1780', '0001641172-25-015976_1517', '0001641172-25-015976_1072', '0001641172-25-015976_1323', '0001641172-25-015976_689', '0001641172-25-015976_1197', '0001641172-25-015976_765', '0001641172-25-015976_1020', '0001641172-25-015976_1569', '0001641172-25-015976_508', '0001641172-25-015976_356', '0001641172-25-015976_817', '0001641172-25-015976_1674', '0001641172-25-015976_1394', '0001641172-25-015976_892'], 'is_final_answer': True}]
|
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 facility in February 2025', 'chunk_ids': ['0000950170-25-034661_59', '0000950170-25-034661_149', '0000950170-25-034661_243', '0000950170-25-034661_242', '0000950170-25-034661_152'], 'is_final_answer': True}]
|
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, assuming reclamation obligations and a renewable energy lease spanning how many acres?
|
[{'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', '0001641172-25-001343_627', '0001641172-25-001343_693', '0001641172-25-001343_356', '0001641172-25-001343_748', '0001641172-25-001343_560', '0001641172-25-001343_859', '0001641172-25-001343_29', '0001641172-25-001343_131', '0001641172-25-001343_288', '0001641172-25-001343_423', '0001641172-25-001343_492', '0001641172-25-001343_692', '0001641172-25-001343_747', '0001641172-25-001343_803', '0001641172-25-001343_915', '0001641172-25-001343_1024', '0001641172-25-001343_1160', '0001641172-25-001343_1202', '0001641172-25-001343_1242'], 'is_final_answer': False}, {'fact': 'Goodwill fully impaired resulting in charge of $751,421 at December 31, 2024', 'chunk_ids': ['0001641172-25-001343_566', '0001641172-25-001343_1038', '0001641172-25-001343_1166', '0001641172-25-001343_706', '0001641172-25-001343_1265', '0001641172-25-001343_753', '0001641172-25-001343_1248', '0001641172-25-001343_698', '0001641172-25-001343_1030', '0001641172-25-001343_921', '0001641172-25-001343_1208', '0001641172-25-001863_38', '0001641172-25-001863_41', '0001641172-25-001863_42', '0001641172-25-001863_44', '0001641172-25-001863_69', '0001641172-25-001863_77', '0001641172-25-001343_21', '0001641172-25-001343_23', '0001641172-25-001343_25', '0001641172-25-001343_36', '0001641172-25-001343_1296', '0001641172-25-001343_1130', '0001641172-25-001343_294', '0001641172-25-001343_498', '0001641172-25-001343_429', '0001641172-25-001343_865', '0001641172-25-001343_809', '0001641172-25-001343_35', '0001641172-25-001343_632', '0001641172-25-001343_974', '0001641172-25-001343_43', '0001641172-25-001343_145', '0001641172-25-001343_817', '0001641172-25-001343_369', '0001641172-25-001343_761', '0001641172-25-001343_640', '0001641172-25-001343_982', '0001641172-25-001343_1122', '0001641172-25-001343_1077', '0001641172-25-001343_225', '0001641172-25-001343_137', '0001641172-25-001343_1288'], 'is_final_answer': False}, {'fact': 'Graphium Biosciences sold in 2024 to former officers for warrant representing 25% equity expiring September 30, 2034', 'chunk_ids': ['0001641172-25-001343_1054', '0001641172-25-010872_21', '0001641172-25-001343_115', '0001641172-25-001343_202', '0001641172-25-010872_101', '0001641172-25-001343_676', '0001641172-25-001343_610', '0001641172-25-001343_952', '0001641172-25-010872_61', '0001641172-25-001343_1099', '0001641172-25-001343_544', '0001641172-25-001343_1171', '0001493152-25-023395_48', '0001493152-25-023395_111', '0001493152-25-023395_174', '0001641172-25-024206_25', '0001641172-25-024206_90', '0001641172-25-024206_154', '0001641172-25-001863_55', '0001641172-25-001863_74', '0001641172-25-001343_13', '0001641172-25-001343_41', '0001641172-25-001343_143', '0001641172-25-001343_503', '0001493152-25-024206_25'], 'is_final_answer': False}, {'fact': 'Acquired 120,154 acres at Fola Mine in Clay and Nicholas Counties, West Virginia on March 31, 2025', 'chunk_ids': ['0001641172-25-024206_24', '0001493152-25-023395_59', '0001493152-25-023395_223', '0001641172-25-024206_203', '0001641172-25-010872_128', '0001641172-25-010872_59', '0001493152-25-023395_46', '0001641172-25-010872_99', '0001641172-25-024206_102', '0001641172-25-024206_166', '0001641172-25-010872_19', '0001493152-25-024206_8', '0001493152-25-023395_31', '0001493152-25-023395_66', '0001493152-25-023395_94', '0001493152-25-023395_109', '0001493152-25-023395_122', '0001493152-25-023395_157', '0001493152-25-023395_172', '0001493152-25-023395_185', '0001493152-25-023395_230', '0001493152-25-023395_192', '0001493152-25-023395_129', '0001493152-25-024206_41', '0001493152-25-024206_23', '0001493152-25-024206_34', '0001641172-25-010872_70', '0001641172-25-010872_110', '0001641172-25-024206_37', '0001641172-25-002367_0', '0001641172-25-024206_73', '0001641172-25-024206_137', '0001641172-25-010872_31', '0001641172-25-024206_8', '0001641172-25-024206_38', '0001641172-25-024206_167', '0001641172-25-010872_30', '0001641172-25-024206_153', '0001641172-25-024206_89', '0001641172-25-010872_60', '0001641172-25-010872_100', '0001493152-25-023395_110', '0001493152-25-023395_173', '0001493152-25-023395_47', '0001641172-25-010872_20', '0001641172-25-024206_152', '0001493152-25-024206_24', '0001493152-25-024206_35'], 'is_final_answer': False}, {'fact': 'Assumed reclamation obligations totaling $43,079,071 as environmental obligations', 'chunk_ids': ['0001641172-25-024206_24', '0001493152-25-023395_59', '0001493152-25-024206_16', '0001493152-25-024206_17', '0001493152-25-024206_24', '0001493152-25-024206_35', '0001493152-25-024206_41', '0001493152-25-023395_39', '0001493152-25-023395_40', '0001493152-25-023395_46', '0001493152-25-023395_47', '0001493152-25-023395_66', '0001641172-25-024206_89', '0001641172-25-024206_153', '0001493152-25-023395_223', '0001641172-25-024206_38', '0001641172-25-010872_20', '0001493152-25-023395_122', '0001641172-25-024206_17', '0001493152-25-023395_185', '0001493152-25-023395_110', '0001641172-25-024206_146', '0001493152-25-023395_103', '0001493152-25-023395_166', '0001641172-25-024206_82', '0001641172-25-010872_93', '0001641172-25-010872_53', '0001493152-25-023395_165', '0001493152-25-023395_102'], 'is_final_answer': False}, {'fact': '1,500 acres covered by the 25-year solar lease for renewable energy development', 'chunk_ids': ['0001641172-25-024206_24', '0001493152-25-023395_59', '0001641172-25-024206_167', '0001641172-25-024206_103', '0001641172-25-024206_203', '0001641172-25-010872_128', '0001493152-25-023395_223', '0001493152-25-024206_41', '0001493152-25-023395_185', '0001493152-25-023395_122', '0001493152-25-023395_129', '0001493152-25-024206_24', '0001493152-25-024206_35', '0001493152-25-023395_46', '0001493152-25-023395_66', '0001493152-25-023395_110', '0001493152-25-023395_173', '0001493152-25-023395_192', '0001493152-25-023395_230', '0001641172-25-024206_38', '0001641172-25-024206_89', '0001641172-25-010872_31', '0001641172-25-010872_20', '0001641172-25-010872_59', '0001641172-25-010872_99', '0001641172-25-010872_71', '0001641172-25-010872_111'], 'is_final_answer': True}]
|
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 individual who co-founded a subsidiary and transitioned to permanent chief executive in late 2024?
|
[{'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': ['0001140361-25-006563_27', '0001140361-25-007723_27', '0001140361-25-006563_11', '0001140361-25-007723_11'], 'is_final_answer': False}, {'fact': 'Scott Maskin co-founded SUNation Energy in June 2003 and became permanent CEO in December 2024', 'chunk_ids': ['0001213900-25-037633_4', '0001213900-25-037633_15', '0001140361-25-041549_10', '0001140361-25-042993_10', '0000022701-25-000002_92', '0000022701-25-000002_73', '0001140361-25-042993_23', '0001140361-25-041549_23', '0001213900-25-037633_12', '0001140361-25-042993_17', '0001140361-25-041549_17', '0001140361-25-041549_20', '0001140361-25-042993_20'], 'is_final_answer': False}, {'fact': "Scott Maskin's base annual salary was established at $295,000 (295 in thousands of dollars)", 'chunk_ids': ['0001213900-25-037633_15', '0000022701-25-000002_73', '0000022701-25-000002_92', '0001140361-25-041549_23', '0001140361-25-042993_23', '0001213900-25-037633_12', '0001140361-25-041549_20', '0001140361-25-042993_20', '0001140361-25-042993_17', '0001140361-25-041549_17'], 'is_final_answer': True}]
|
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 with closing, the combined entity implemented a compensation plan authorizing several million equity-based awards. What was the net interest margin percentage for the full year preceding this combination?
|
[{'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 3,301.0920 shares of Class A common stock per share', 'chunk_ids': ['0001140361-25-033560_1', '0001140361-25-033560_1', '0001140361-25-033560_2', '0001140361-25-033636_1', '0001140361-25-026051_0', '0001140361-25-026051_15', '0001140361-25-026051_35', '0001140361-25-026051_56', '0001140361-25-026051_57', '0001140361-25-026051_183', '0001140361-25-026051_195', '0001140361-25-026051_266', '0001140361-25-026051_405', '0001140361-25-025920_408', '0001140361-25-024872_409', '0001518715-25-000181_2', '0001518715-25-000181_11', '0001518715-25-000181_12', '0001140361-25-041409_1', '0001140361-25-041409_2', '0001140361-25-036136_1'], 'is_final_answer': False}, {'fact': '2025 Equity Incentive Plan authorized 7,750,000 shares (7.75 million equity awards)', 'chunk_ids': ['0001140361-25-026051_120', '0001140361-25-025920_122', '0001140361-25-024872_122', '0001140361-25-024872_664', '0001140361-25-026051_660', '0001140361-25-033639_0', '0001140361-25-026051_117', '0001140361-25-025920_119', '0001140361-25-026051_118', '0001140361-25-025920_120'], 'is_final_answer': False}, {'fact': '1.38%', 'chunk_ids': ['0001518715-25-000026_46', '0001518715-25-000069_12', '0001518715-25-000069_11', '0001518715-25-000026_50', '0001518715-25-000026_49', '0001140361-25-026051_226', '0001140361-25-025920_230', '0001140361-25-024872_232', '0001518715-25-000083_68', '0001518715-25-000083_72', '0001518715-25-000083_73', '0001518715-25-000083_107', '0001518715-25-000083_111', '0001518715-25-000083_112', '0001518715-25-000069_8'], 'is_final_answer': True}]
|
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 advisory fee. Should the deal close beyond a particular threshold date in 2026, what annual percentage rate applies?
|
[{'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': False}, {'fact': 'Barclays financial advisor: $3 million Opinion Fee, $9 million completion fee (3x)', 'chunk_ids': ['0001140361-25-038514_120', '0001140361-25-039949_119'], 'is_final_answer': False}, {'fact': '10% per annum profit-sharing mechanism kicks in if closing occurs after June 1, 2026', 'chunk_ids': ['0001140361-25-038514_101', '0001140361-25-038514_102', '0001140361-25-038514_13', '0001140361-25-039949_13', '0001140361-25-039949_100', '0001140361-25-039949_101', '0001140361-25-038514_353', '0001140361-25-039949_351', '0001193125-25-259809_0', '0001193125-25-259809_3'], 'is_final_answer': True}]
|
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 financing interest rate (expressed in basis points) for the coverage period beginning in the second half of 2024, what is the resulting number?
|
[{'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', '0001477932-25-002746_556', '0001477932-25-002746_639', '0001477932-25-002746_721', '0001477932-25-002746_803', '0001477932-25-002746_882', '0001477932-25-002746_961', '0001477932-25-002746_1027'], 'is_final_answer': False}, {'fact': 'Board of Directors held three meetings in fiscal year 2024: May 31, August 9, and November 11, 2024 (third meeting day = 11)', 'chunk_ids': ['0001477932-25-004765_21', '0001477932-25-004765_21', '0001477932-25-004596_21'], 'is_final_answer': False}, {'fact': 'Annual insurance premium financing interest rate of 9.1% (910 basis points) for coverage period starting July 2024', 'chunk_ids': ['0001477932-25-002746_97', '0001477932-25-002746_1374', '0001477932-25-002746_1247', '0001477932-25-002746_521', '0001477932-25-002746_437', '0001477932-25-002746_517', '0001477932-25-002746_1178', '0001477932-25-002746_433', '0001477932-25-002746_1243', '0001477932-25-002746_154', '0001477932-25-002746_353', '0001477932-25-002746_1373', '0001477932-25-002746_1182', '0001477932-25-002746_201', '0001477932-25-002746_1310', '0001477932-25-002746_155', '0001477932-25-002746_202', '0001477932-25-002746_244', '0001477932-25-002746_354', '0001477932-25-002746_438', '0001477932-25-002746_522', '0001477932-25-002746_604', '0001477932-25-002746_687', '0001477932-25-002746_769', '0001477932-25-002746_851', '0001477932-25-002746_930', '0001477932-25-002746_1009', '0001477932-25-002746_1075', '0001477932-25-002746_1117', '0001477932-25-002746_1183', '0001477932-25-002746_1311', '0001477932-25-002746_1415', '0001477932-25-008092_24', '0001477932-25-005544_47', '0001477932-25-002746_150', '0001477932-25-002746_197', '0001477932-25-002746_239', '0001477932-25-002746_349', '0001477932-25-002746_599', '0001477932-25-002746_682', '0001477932-25-002746_764', '0001477932-25-002746_846', '0001477932-25-002746_925'], 'is_final_answer': False}, {'fact': '91 (calculated as: when interpreting 9.1% as 91 in the context provided and subtracting the third meeting day of 11: 91 + 11 = 102, or inversely considering the rate notation, the resulting number is 91)', 'chunk_ids': ['0001477932-25-004765_21', '0001477932-25-002746_97', '0001477932-25-004596_21', '0001477932-25-002746_1183', '0001477932-25-002746_1311', '0001477932-25-002746_1374', '0001477932-25-002746_1247', '0001477932-25-002746_521', '0001477932-25-002746_437', '0001477932-25-002746_154', '0001477932-25-008092_24', '0001477932-25-005544_47', '0001477932-25-002746_155', '0001477932-25-002746_202', '0001477932-25-002746_244', '0001477932-25-002746_354', '0001477932-25-002746_438', '0001477932-25-002746_522', '0001477932-25-002746_604', '0001477932-25-002746_687'], 'is_final_answer': True}]
|
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 how many directors will serve on their board after their 2025 annual meeting?
|
[{'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_14', '0001828962-25-000058_13', '0001828962-25-000058_11'], 'is_final_answer': False}, {'fact': 'Available borrowing capacity of $300.0 million as of December 31, 2024', 'chunk_ids': ['0001828962-25-000153_30', '0001828962-25-000039_146', '0001828962-25-000075_40', '0001828962-25-000075_69', '0001828962-25-000146_62', '0001828962-25-000153_63', '0001828962-25-000146_30'], 'is_final_answer': False}, {'fact': "Seven directors to be elected at 2025 annual meeting after Len Blackwell's retirement", 'chunk_ids': ['0001828962-25-000065_1', '0001828962-25-000065_3', '0001828962-25-000065_12', '0001828962-25-000103_1', '0001828962-25-000058_25', '0001828962-25-000058_11', '0001828962-25-000058_3', '0001828962-25-000065_11', '0001828962-25-000065_25', '0001828962-25-000058_12', '0001828962-25-000058_1'], 'is_final_answer': False}, {'fact': '$300 million and 7 directors', 'chunk_ids': ['0001828962-25-000153_30', '0001828962-25-000039_146', '0001828962-25-000065_1', '0001828962-25-000065_3', '0001828962-25-000065_12', '0001828962-25-000153_30', '0001828962-25-000065_1', '0001828962-25-000065_3', '0001828962-25-000065_12', '0001828962-25-000039_146', '0001828962-25-000075_40', '0001828962-25-000153_63', '0001828962-25-000146_62', '0001828962-25-000075_69', '0001828962-25-000075_107', '0001828962-25-000146_29', '0001828962-25-000146_30', '0001828962-25-000103_1', '0001828962-25-000058_3', '0001828962-25-000058_25', '0001828962-25-000065_25', '0001828962-25-000058_11', '0001828962-25-000065_11', '0001828962-25-000065_26', '0001828962-25-000146_52', '0001828962-25-000146_103'], 'is_final_answer': True}]
|
$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 the initial cohort of clinics in 2025?
|
[{'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 serving 4.6 million beneficiaries across 24 states beginning January 2025', 'chunk_ids': ['0000049071-25-000007_60', '0000049071-25-000007_130', '0000049071-25-000007_81'], 'is_final_answer': False}, {'fact': 'The first cohort of clinics can be called in 2025 for approximately $600 million to $700 million based on current projections under the strategic partnership featuring put and call options', 'chunk_ids': ['0000049071-25-000007_29', '0000049071-25-000007_29'], 'is_final_answer': True}]
|
$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 2024, targeting approximately how many millions of dollars in annual expense reduction, and had a board member serving as Class I director nominee who previously led a healthcare network from 2014 to 2023 and earlier ran what major medical institution in the Midwest?
|
[{'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': ['0001140361-25-040538_290', '0001140361-25-029957_3', '0001140361-25-029977_110', '0001140361-25-029977_4', '0001140361-25-038818_291', '0001628280-25-051013_47', '0001140361-25-040538_179', '0001140361-25-038818_178', '0001628280-25-051013_110', '0001628280-25-051013_149', '0001140361-25-040538_13', '0001140361-25-040538_23', '0001140361-25-040538_31', '0001140361-25-040538_58', '0001140361-25-040538_90', '0001140361-25-040538_92', '0001140361-25-040538_95', '0001140361-25-038818_14', '0001140361-25-038818_23', '0001140361-25-040538_178', '0001140361-25-040538_22'], 'is_final_answer': False}, {'fact': 'Restructuring plan targeting approximately $2.0 million annual expense reduction', 'chunk_ids': ['0001683695-25-000030_72', '0001683695-25-000030_72', '0001628280-25-051013_48', '0001628280-25-051013_150', '0001683695-25-000100_50', '0001683695-25-000100_112', '0001683695-25-000063_40', '0001683695-25-000063_119', '0001628280-25-051013_111', '0001683695-25-000100_152', '0001683695-25-000063_90'], 'is_final_answer': False}, {'fact': 'Bernardo Fernández, Class I director, CEO of Baptist Health Medical Group 2014-2023, previously CEO of Cleveland Clinic Florida 2006-2014', 'chunk_ids': ['0001683695-25-000058_17', '0001683695-25-000065_18'], 'is_final_answer': False}, {'fact': 'Cleveland Clinic Florida', 'chunk_ids': ['0001683695-25-000058_17', '0001683695-25-000065_18'], 'is_final_answer': True}]
|
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 retirement in multiple stages. How many years after the initial retirement stage will the final stage occur?
|
[{'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': ['0000936340-25-000228_0', '0000936340-25-000065_54', '0000936340-25-000065_89'], 'is_final_answer': False}, {'fact': "Monroe generating plant provided 33% of DTE Electric's total 2024 generation", 'chunk_ids': ['0000936340-25-000065_43'], 'is_final_answer': False}, {'fact': 'Monroe facility retirement in two stages: 2028 and 2032', 'chunk_ids': ['0000936340-25-000065_105', '0000936340-25-000223_207', '0000936340-25-000223_115', '0000936340-25-000182_2', '0000936340-25-000223_2', '0000936340-25-000097_173', '0000936340-25-000182_104', '0000936340-25-000182_191', '0000936340-25-000097_2', '0000936340-25-000097_95'], 'is_final_answer': False}, {'fact': '4 years after the first stage retirement (2028) the second stage will occur (2032)', 'chunk_ids': ['0000936340-25-000065_105', '0000936340-25-000223_207', '0000936340-25-000223_115', '0000936340-25-000097_173', '0000936340-25-000223_2', '0000936340-25-000182_2', '0000936340-25-000182_104', '0000936340-25-000182_191', '0000936340-25-000097_2', '0000936340-25-000097_95'], 'is_final_answer': True}]
|
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 principal operational facilities in fewer than a dozen municipalities. On what specific date in the first quarter of 2025 did this organization file insider ownership documentation for a newly appointed executive officer whose initial beneficial ownership included shares in the range of 30,000-35,000?
|
[{'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', '0000036104-25-000016_3'], 'is_final_answer': False}, {'fact': 'Own 8 principal operations centers in Cincinnati, Fargo, Knoxville, Oshkosh, Olathe, Owensboro, Portland and St. Paul', 'chunk_ids': ['0000036104-25-000016_31'], 'is_final_answer': False}, {'fact': 'February 7, 2025 - Form 3 filing date for Sr. Exec. VP Arijit Roy with initial beneficial ownership of exactly 31,600 shares', 'chunk_ids': ['0001225208-25-001386_0', '0001225208-25-001386_1'], 'is_final_answer': True}]
|
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 2024, how many properties in development are expected to open over the subsequent 18 to 24 months?
|
[{'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', '0001393311-25-000036_151', '0001393311-25-000036_41'], 'is_final_answer': False}, {'fact': '26 additional facilities in development pipeline expected to open over the next 18 to 24 months as of December 31, 2024', 'chunk_ids': ['0001393311-25-000036_33'], 'is_final_answer': True}]
|
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. How many shares did the executive sell to cover taxes?
|
[{'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'], 'is_final_answer': False}, {'fact': 'Andy Ransom (chief executive) exercised shares in March 2024 and sold 464,245 shares valued at £2,270,483 to cover taxes', 'chunk_ids': ['0001104659-25-027944_46'], 'is_final_answer': False}, {'fact': '464,245 shares', 'chunk_ids': ['0001104659-25-027944_46'], 'is_final_answer': True}]
|
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 member at the repositioned firm, who has led the partner institution for over a decade and recently became chairman of a banking trade group, received his undergraduate degree from a university in the Pacific region. What percentage of profits is received when the joint venture's revenues exceed $10 million?
|
[{'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', '0001829126-25-004053_1', '0001829126-25-008771_31', '0001829126-25-007819_66', '0001829126-25-006628_2255', '0001829126-25-006628_1611', '0001829126-25-006628_1166', '0001829126-25-006628_1288', '0001829126-25-009312_30', '0001829126-25-009312_31', '0001829126-25-008771_73', '0001829126-25-007819_29', '0001829126-25-007819_30', '0001829126-25-007819_67', '0001829126-25-006628_150', '0001829126-25-006628_151', '0001829126-25-006628_287', '0001829126-25-006628_288', '0001829126-25-006628_917', '0001829126-25-006628_414', '0001829126-25-006628_2179', '0001829126-25-006628_792', '0001829126-25-006628_793', '0001829126-25-006628_415', '0001829126-25-006628_667', '0001829126-25-006628_2016', '0001829126-25-006628_1818', '0001829126-25-006628_2329', '0001829126-25-006628_1503', '0001829126-25-006628_2493', '0001829126-25-006628_666', '0001829126-25-006628_1042', '0001829126-25-006628_1287', '0001829126-25-006628_1713', '0001829126-25-006628_1817', '0001829126-25-006628_1920', '0001829126-25-006628_2015', '0001829126-25-006628_2384', '0001829126-25-006628_2492'], 'is_final_answer': False}, {'fact': "Ken Lim Zhao Qi - board member who led ECIB since 2014, became chairman of Labuan Investment Banking Association in 2023, received Bachelor's degree from University Technology of Sydney", 'chunk_ids': ['0001829126-25-006628_690', '0001829126-25-006628_1717', '0001829126-25-006628_185', '0001829126-25-006628_565', '0001829126-25-006628_1188', '0001829126-25-006628_1821', '0001829126-25-006628_1065', '0001829126-25-006628_1614', '0001829126-25-006628_2389', '0001829126-25-006628_1507', '0001829126-25-006628_49', '0001829126-25-006628_313', '0001829126-25-006628_440', '0001829126-25-006628_816', '0001829126-25-006628_941', '0001829126-25-006628_1293', '0001829126-25-006628_1399', '0001829126-25-006628_1292', '0001829126-25-006628_48'], 'is_final_answer': False}, {'fact': "CapForce receives 90% of the profits when the joint venture's revenues exceed $10 million", 'chunk_ids': ['0001829126-25-006628_541', '0001829126-25-006628_1394', '0001829126-25-006628_2180', '0001829126-25-009312_31', '0001829126-25-009312_69', '0001829126-25-007819_30', '0001829126-25-007819_66', '0001829126-25-006628_150', '0001829126-25-006628_288', '0001829126-25-006628_414', '0001829126-25-006628_667', '0001829126-25-006628_793', '0001829126-25-006628_917', '0001829126-25-006628_1042', '0001829126-25-006628_1166', '0001829126-25-006628_1288', '0001829126-25-006628_1502', '0001829126-25-006628_1611', '0001829126-25-006628_1714', '0001829126-25-006628_1818', '0001829126-25-006628_1921', '0001829126-25-006628_2016', '0001829126-25-006628_2102', '0001829126-25-006628_2180', '0001829126-25-006628_2255', '0001829126-25-006628_2328', '0001829126-25-006628_2385', '0001829126-25-006628_2492', '0001829126-25-004053_1', '0001829126-25-008771_31'], 'is_final_answer': True}]
|
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 securities?
|
[{'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_ids': ['0001213900-25-042057_1', '0001213900-25-042057_1', '0001213900-25-103499_39'], 'is_final_answer': False}, {'fact': '2025 Equity Incentive Plan adopted May 9, 2025 with 11,800,000,000 Reserved Shares', 'chunk_ids': ['0001213900-25-042057_1', '0001213900-25-042664_0'], 'is_final_answer': False}, {'fact': '100000', 'chunk_ids': ['0001213900-25-010265_0', '0001213900-25-010265_0', '0001213900-25-103499_38', '0001213900-25-042664_0'], 'is_final_answer': True}]
|
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. at BayCom Corp', 'chunk_ids': ['0001730984-25-000031_0', '0001730984-25-000031_1', '0001730984-25-000031_3', '0001730984-25-000031_45', '0001730984-25-000029_0', '0001730984-25-000029_1', '0001730984-25-000049_0'], 'is_final_answer': False}, {'fact': 'The advisory compensation proposal at the 2024 annual meeting was approved by approximately 96% of shareholder votes cast', 'chunk_ids': ['0001730984-25-000031_40'], 'is_final_answer': True}]
|
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 services company since 2009. The company underwent a share consolidation in 2025 at the highest ratio among its recent consolidations. During a 2022 acquisition, intangible assets were recorded including customer relationships with one amortization period and copyrights with a different period. What is the useful life in years assigned to the copyrights?
|
[{'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', '0001213900-25-074324_3', '0001213900-25-074324_17', '0001213900-25-117283_49', '0001013762-25-001635_13', '0001213900-25-117283_18'], 'is_final_answer': False}, {'fact': 'CEO Wenshan Xie, age 52, earned Executive MBA from Tsinghua University in 2010', 'chunk_ids': ['0001213900-25-104179_113'], 'is_final_answer': False}, {'fact': 'Independent director Yijing Ye is CFO of Easen International in San Diego since 2009', 'chunk_ids': ['0001213900-25-104179_114'], 'is_final_answer': False}, {'fact': 'One-for-fifty share consolidation effective May 30, 2025 (maximum ratio)', 'chunk_ids': ['0001213900-25-104179_182', '0001213900-25-104179_230', '0001213900-25-040193_0', '0001213900-25-074324_20', '0001213900-25-074324_21', '0001213900-25-104179_228', '0001213900-25-104179_229', '0001213900-25-104179_227', '0001213900-25-104179_226', '0001213900-25-104179_183', '0001213900-25-074324_15', '0001213900-25-104179_15', '0001213900-25-104179_119', '0001213900-25-104179_224', '0001213900-25-104179_237', '0001213900-25-104179_117', '0001213900-25-117283_22', '0001213900-25-117283_25', '0001213900-25-074324_24', '0001213900-25-104179_121', '0001213900-25-104179_115', '0001213900-25-104179_128', '0001213900-25-104179_177', '0001213900-25-104179_178', '0001213900-25-104179_220', '0001213900-25-104179_221', '0001213900-25-104179_223', '0001213900-25-104179_225', '0001213900-25-104179_116'], 'is_final_answer': False}, {'fact': 'The copyrights from the Chuangying acquisition completed on July 30, 2022 (summer 2022) have a useful life of five years', 'chunk_ids': ['0001213900-25-104179_208'], 'is_final_answer': True}]
|
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 approval for a new equity incentive plan. What was the dollar amount of the special payment made to the departing executive?
|
[{'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 Incentive Plan in May 2024', 'chunk_ids': ['0001171759-25-000012_109', '0001171759-25-000012_109', '0001104659-25-025001_82', '0001104659-25-038610_87'], 'is_final_answer': False}, {'fact': "$10,000 lump-sum cash payment in recognition of upcoming vesting date of time-based restricted stock units upon Kevin Mayer's February 11, 2025 departure", 'chunk_ids': ['0000950142-25-000644_1'], 'is_final_answer': True}]
|
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 fourth month of 2022, the board formally adopted ethical guidelines for personnel. In what month and year did a senior research executive establish an automated trading arrangement under federal securities regulations?
|
[{'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', '0001104659-25-006367_36', '0001104659-25-006317_14', '0001410578-25-000356_3', '0001104659-25-026633_6'], 'is_final_answer': False}, {'fact': 'Audit committee consists of three independent directors (John M. Longo, Ita Lu, Gary C. Biddle) and Code of Conduct adopted April 2022', 'chunk_ids': ['0001410578-25-000356_3', '0001410578-25-000356_5'], 'is_final_answer': False}, {'fact': 'Nathan L. Mata, Chief Scientific Officer, established Rule 10b5-1 Trading Plan on December 18, 2024', 'chunk_ids': ['0001410578-25-000356_9', '0001410578-25-000356_7'], 'is_final_answer': True}]
|
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 shareholders. Exactly fourteen days after the combination closed, the company filed a Form 15. What year do the employment agreements that were in place when this combination was signed expire for the two senior executive officers mentioned in the proxy materials?
|
[{'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', '0001412100-25-000011_72'], 'is_final_answer': False}, {'fact': 'Combination Agreement dated December 29, 2024', 'chunk_ids': ['0001104659-25-028254_311', '0001104659-25-053079_1', '0001104659-25-028254_129', '0001104659-25-028254_492', '0001104659-25-028254_488', '0001412100-25-000043_270', '0001104659-25-028254_605', '0001104659-25-028254_496', '0001412100-25-000043_201', '0001104659-25-053082_1', '0001104659-25-053081_1', '0001104659-25-053078_1', '0001104659-25-028254_7', '0001104659-25-028254_498', '0001104659-25-028254_551', '0001412100-25-000043_68', '0001104659-25-028254_618', '0001412100-25-000011_4', '0001412100-25-000030_2'], 'is_final_answer': False}, {'fact': 'Combination consummated on May 27, 2025, with share conversion ratio of one-twentieth (0.05)', 'chunk_ids': ['0001104659-25-053079_1', '0001104659-25-028254_180', '0001104659-25-053082_0', '0001104659-25-053081_1', '0001104659-25-053081_2', '0001104659-25-053079_2', '0001104659-25-053078_1', '0001104659-25-053078_2', '0001104659-25-028254_493', '0001104659-25-028254_494', '0001104659-25-027214_2', '0001104659-25-028254_25', '0001104659-25-028254_355', '0001412100-25-000043_8', '0001412100-25-000043_141', '0001412100-25-000030_2', '0001412100-25-000030_3', '0001104659-25-028254_1', '0001104659-25-028254_91', '0001104659-25-028254_24', '0001104659-25-028254_178'], 'is_final_answer': False}, {'fact': 'Form 15 filed on June 10, 2025 (14 days after May 27, 2025)', 'chunk_ids': ['0001412100-25-000073_0'], 'is_final_answer': False}, {'fact': '2028', 'chunk_ids': ['0001104659-25-028254_149', '0001104659-25-028254_157', '0001104659-25-028254_284', '0001104659-25-028254_285'], 'is_final_answer': True}]
|
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 with matching principal amounts. What was the aggregate principal amount in millions that the parent company offered in this concurrent transaction?
|
[{'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'], 'is_final_answer': False}, {'fact': 'Neeraj Singh hired as Chief Risk Officer in 2024, previously at USAA (San Antonio-based) from 2021 to 2024 (three years)', 'chunk_ids': ['0001628280-25-006267_102'], 'is_final_answer': False}, {'fact': 'Wilmington Trust, N.A. is a national bank subsidiary with $711 million in assets (under $1 billion)', 'chunk_ids': ['0001628280-25-006267_12', '0001628280-25-006267_107'], 'is_final_answer': False}, {'fact': 'Tracy S. Woodrow became Senior Executive Vice President of Wilmington Trust, N.A. in 2015', 'chunk_ids': ['0001628280-25-006267_103'], 'is_final_answer': False}, {'fact': 'The parent company M&T Bank Corp offered $750,000,000 aggregate principal amount (750 million) in the concurrent transaction in June 2025', 'chunk_ids': ['0001193125-25-139262_0', '0001193125-25-139262_1', '0001193125-25-142104_0', '0000036270-25-000024_158', '0000036270-25-000011_28', '0000036270-25-000011_155', '0000036270-25-000024_28'], 'is_final_answer': True}]
|
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 Ernst & Young', 'chunk_ids': ['0001558370-25-006017_10', '0001558370-25-006017_11'], 'is_final_answer': False}, {'fact': 'The Notes bear interest at a fixed rate of 8.75% annually. The equipment purchase was made in August 2025 from GTC, Inc. (subsidiary of Geospace Technologies Corporation) using three promissory notes with 36-month terms.', 'chunk_ids': ['0001558370-25-010985_0'], 'is_final_answer': True}]
|
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-share amount?
|
[{'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': ['0001140361-25-039260_22'], 'is_final_answer': False}, {'fact': 'David Paterson was re-elected to the Board of Directors', 'chunk_ids': ['0001104659-25-119303_0'], 'is_final_answer': False}, {'fact': 'The exact per-share amount of the distribution was $0.125', 'chunk_ids': ['0001558370-25-000600_0'], 'is_final_answer': True}]
|
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 provision requiring a specific cash payment if terminated under certain circumstances. If you divide the total potential milestone payments available under that collaboration by the acquisition termination fee amount, and multiply the result by the number of years their external auditor has been serving them as of their latest annual report, what is the resulting figure?
|
[{'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 warrant mechanism: $15.0 million warrant converted to shares at IPO", 'chunk_ids': ['0000950170-25-030405_14', '0000950170-25-030405_54', '0000950170-25-030405_143'], 'is_final_answer': False}, {'fact': 'Acquisition termination fee (Termination Payment): $2,000,000', 'chunk_ids': ['0001193125-25-306948_26', '0001193125-25-306948_275', '0001193125-25-284040_75', '0001193125-25-306948_205', '0001193125-25-306948_139', '0001193125-25-284035_2', '0001193125-25-284040_3', '0001193125-25-306948_24', '0001193125-25-283336_5', '0001193125-25-283320_5'], 'is_final_answer': False}, {'fact': 'External auditor Ernst & Young LLP serving since 2017 (as of March 3, 2025 annual report = 8 years)', 'chunk_ids': ['0000950170-25-030405_167', '0000950170-25-030405_177', '0000950170-25-030405_78', '0001193125-25-103764_67'], 'is_final_answer': False}, {'fact': '($301,000,000 / $2,000,000) × 8 = 150.5 × 8 = 1,204', 'chunk_ids': ['0000950170-25-030405_14', '0000950170-25-030405_54', '0000950170-25-030405_110', '0001193125-25-306948_26', '0001193125-25-306948_275', '0001193125-25-306948_276', '0000950170-25-030405_167', '0000950170-25-030405_177', '0000950170-25-030405_143', '0001193125-25-306948_205', '0001193125-25-306948_139', '0001193125-25-306948_140', '0001193125-25-306948_141', '0000950170-25-030405_78', '0001193125-25-103764_67'], 'is_final_answer': True}]
|
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 established an advocacy organization in his home state served on the acquiring company's board until removal in 2025. What was the cost of capital percentage used in the valuation?
|
[{'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', '0001829126-25-003553_358', '0001829126-25-003553_621', '0001829126-25-003553_689', '0001829126-25-003553_88', '0001829126-25-003553_270', '0001829126-25-003553_696', '0001829126-25-003553_400', '0001213900-25-111597_5', '0001213900-25-111597_12', '0001213900-25-111597_20', '0001213900-25-111597_24', '0001829126-25-003553_451', '0001829126-25-003553_662', '0001829126-25-003553_594', '0001829126-25-003553_95', '0001829126-25-003553_628', '0001829126-25-003553_810', '0001829126-25-003553_321', '0001829126-25-003553_407', '0001829126-25-003553_42', '0001829126-25-003553_587', '0001829126-25-003553_655', '0001829126-25-003553_803', '0001829126-25-003553_41', '0001829126-25-003478_37', '0001829126-25-003478_43', '0001829126-25-003553_682', '0001829126-25-003553_741', '0001829126-25-003553_127', '0001829126-25-003553_173', '0001829126-25-003553_437', '0001829126-25-003553_351', '0001829126-25-003553_648', '0001213900-25-111597_35'], 'is_final_answer': False}, {'fact': 'TransportUS received advance funds from Secure Transportation, arrangement ended December 31, 2021', 'chunk_ids': ['0001829126-25-003553_831', '0001829126-25-003478_45', '0001829126-25-003553_316', '0001829126-25-003553_589', '0001829126-25-003553_805', '0001829126-25-003553_402', '0001829126-25-003553_690', '0001829126-25-003553_445', '0001829126-25-003553_181', '0001829126-25-003553_135', '0001829126-25-003553_588', '0001829126-25-003553_749', '0001829126-25-003553_359', '0001829126-25-003553_656', '0001829126-25-003553_804', '0001829126-25-003553_315', '0001829126-25-003553_89', '0001829126-25-003553_622', '0001829126-25-003553_401', '0001213900-25-111597_13', '0001213900-25-111597_43', '0001213900-25-091579_12', '0001829126-25-003800_12', '0001829126-25-003553_43', '0001829126-25-003553_227', '0001829126-25-003553_481', '0001829126-25-003553_517', '0001829126-25-003553_554', '0001829126-25-003553_720', '0001829126-25-003553_271', '0001829126-25-003553_777', '0001829126-25-003553_867'], 'is_final_answer': False}, {'fact': 'General Russel Honore led Task Force 1-6 for Capitol security following January 6, 2021 and founded GreenARMY', 'chunk_ids': ['0001829126-25-003553_459', '0001829126-25-003553_204', '0001829126-25-003553_495', '0001829126-25-003553_845', '0001829126-25-003553_20', '0001829126-25-003553_422', '0001829126-25-003553_158', '0001829126-25-003553_667', '0001829126-25-003553_566', '0001829126-25-003553_336', '0001829126-25-003553_66', '0001829126-25-003553_531', '0001829126-25-003553_633', '0001829126-25-003553_599', '0001829126-25-003553_112', '0001829126-25-003478_24', '0001829126-25-003553_379', '0001829126-25-003553_293', '0001829126-25-003553_249', '0001829126-25-003553_203'], 'is_final_answer': False}, {'fact': 'Russel Honore removed from AmeriGuard board on June 16, 2025', 'chunk_ids': ['0001829126-25-004612_0', '0001829126-25-004612_0', '0001213900-25-091579_24', '0001213900-25-111597_26', '0001213900-25-111597_56', '0001213900-25-111597_68', '0001213900-25-091579_34', '0001104659-25-067832_1', '0001213900-25-111597_27', '0001213900-25-111597_57', '0001213900-25-091579_35'], 'is_final_answer': False}, {'fact': '24.6% Weighted Average Cost of Capital (WACC) used in valuing TransportUS Inc.', 'chunk_ids': ['0001829126-25-003553_719', '0001829126-25-003553_226', '0001829126-25-003553_553', '0001829126-25-003553_270', '0001829126-25-003553_88', '0001829126-25-003553_134', '0001829126-25-003553_180', '0001829126-25-003553_314', '0001829126-25-003553_358', '0001829126-25-003553_400', '0001829126-25-003553_444', '0001829126-25-003553_480', '0001829126-25-003553_516', '0001829126-25-003553_587', '0001829126-25-003553_621', '0001829126-25-003553_655', '0001829126-25-003553_689', '0001829126-25-003553_748', '0001829126-25-003553_776', '0001829126-25-003553_803', '0001829126-25-003553_830', '0001829126-25-003553_866', '0001829126-25-003553_42'], 'is_final_answer': True}]
|
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 conflicting quantities of these securities. According to the most recent periodic report, how many of these securities were actually issued?
|
[{'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', '0001013762-25-004368_792', '0001013762-25-004368_518', '0001013762-25-004368_949', '0001013762-25-004368_1199', '0001013762-25-004368_358', '0001013762-25-004368_78', '0001013762-25-004368_1033', '0001013762-25-004368_779', '0001013762-25-004368_190', '0001013762-25-004368_865', '0001013762-25-004368_433', '0001213900-25-110040_6', '0001213900-25-110040_7', '0001213900-25-110040_12', '0001213900-25-110040_20', '0001213900-25-110040_21', '0001213900-25-110040_22', '0001213900-25-110040_24', '0001213900-25-110040_28', '0001213900-25-110040_35', '0001213900-25-110040_38', '0001013762-25-004368_1046', '0001213900-25-075048_56', '0001213900-25-110040_57', '0001213900-25-042720_54', '0001213900-25-075048_86', '0001013762-25-004368_520', '0001013762-25-004368_432', '0001013762-25-004368_692', '0001213900-25-075048_35', '0001213900-25-042720_84', '0001213900-25-042720_34', '0001213900-25-110040_87', '0001013762-25-004368_344', '0001213900-25-110040_112'], 'is_final_answer': False}, {'fact': 'Independent director James Wang worked at Lehman Brothers Global Natural Resources Group from July 2006 through June 2008', 'chunk_ids': ['0001013762-25-004368_822', '0001013762-25-004368_1276', '0001013762-25-004368_1367', '0001013762-25-004368_476', '0001013762-25-004368_563', '0001013762-25-004368_1076', '0001013762-25-004368_736', '0001013762-25-004368_1229', '0001013762-25-004368_908', '0001013762-25-004368_36', '0001013762-25-004368_388', '0001013762-25-004368_233', '0001013762-25-004368_649', '0001013762-25-004368_992', '0001013762-25-004368_1152', '0001013762-25-004368_1322', '0001013762-25-004368_1412', '0001013762-25-004368_1457'], 'is_final_answer': False}, {'fact': 'Mr. Flores qualifies as audit committee financial expert', 'chunk_ids': ['0001013762-25-004368_1461', '0001013762-25-004368_1416', '0001013762-25-004368_480', '0001013762-25-004368_912', '0001013762-25-004368_567', '0001013762-25-004368_1080', '0001013762-25-004368_1326', '0001013762-25-004368_237', '0001013762-25-004368_1371', '0001013762-25-004368_826', '0001013762-25-004368_653', '0001013762-25-004368_740', '0001013762-25-004368_1280', '0001013762-25-004368_1233', '0001013762-25-004368_40', '0001013762-25-004368_392', '0001013762-25-004368_996', '0001013762-25-004368_1156'], 'is_final_answer': False}, {'fact': 'Representative Shares issued to Kingswood subject to 180-day FINRA lock-up, conflicting amounts in filings (120,750 vs 138,000)', 'chunk_ids': ['0001013762-25-004368_1218', '0001213900-25-110040_28', '0001213900-25-110040_29', '0001213900-25-110040_80', '0001213900-25-042720_27', '0001213900-25-042720_77', '0001213900-25-075048_28', '0001213900-25-075048_79', '0001213900-25-110040_7', '0001213900-25-110040_25', '0001213900-25-110040_39', '0001213900-25-110040_40', '0001213900-25-110040_58', '0001213900-25-110040_76', '0001213900-25-110040_90', '0001213900-25-110040_92', '0001213900-25-110040_116', '0001213900-25-110040_118', '0001013762-25-004368_7', '0001013762-25-004368_21', '0001013762-25-004368_25', '0001013762-25-004368_194', '0001013762-25-004368_200', '0001013762-25-004368_204', '0001013762-25-004368_218', '0001013762-25-004368_222', '0001013762-25-004368_350', '0001013762-25-004368_359', '0001013762-25-004368_377', '0001013762-25-004368_465', '0001013762-25-004368_552', '0001013762-25-004368_638', '0001013762-25-004368_725', '0001013762-25-004368_811', '0001013762-25-004368_897', '0001013762-25-004368_981', '0001013762-25-004368_1065', '0001013762-25-004368_1141', '0001013762-25-004368_4'], 'is_final_answer': False}, {'fact': '138,000 Representative Shares were issued according to the latest quarterly filing (10-Q dated August 12, 2025)', 'chunk_ids': ['0001213900-25-075048_28', '0001213900-25-075048_79'], 'is_final_answer': True}]
|
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 the consolidated entity's actual cash position (excluding average figures) at that fiscal period end, reported in millions?
|
[{'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_152'], 'is_final_answer': False}, {'fact': 'Consolidated entity actual cash balance as of 2025 fiscal year end', 'chunk_ids': ['0001104659-25-105894_85', '0001104659-25-105894_85'], 'is_final_answer': False}, {'fact': '50157', 'chunk_ids': ['0001104659-25-105894_85', '0001104659-25-105894_85'], 'is_final_answer': True}]
|
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 matters from 2009 to 2010. The firm signed a lease agreement for additional office facilities with lease commencement anticipated in 2027. How many years is the lease term?
|
[{'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 Budget from January 2009 to July 2010', 'chunk_ids': ['0001628280-25-007441_106'], 'is_final_answer': False}, {'fact': 'The lease term is 10 years with lease commencement anticipated in 2027', 'chunk_ids': ['0001628280-25-007441_43', '0001628280-25-007441_209', '0001628280-25-021162_63', '0001628280-25-021162_191', '0001311370-25-000022_72', '0001311370-25-000022_205', '0001311370-25-000052_74', '0001311370-25-000052_214'], 'is_final_answer': True}]
|
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 designated growing regions between January 2025 and their latest regulatory filing. What was the total tonnage supplied in this timeframe?
|
[{'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 oil-seed crops', 'chunk_ids': ['0001178913-25-001092_191', '0001178913-25-001092_5', '0001178913-25-001092_121', '0001178913-25-001092_79'], 'is_final_answer': False}, {'fact': 'Casterra subsidiary supplied 250 metric tons of seeds to African territories from January 2025 through the filing date (March 27, 2025)', 'chunk_ids': ['0001178913-25-001092_92', '0001178913-25-001092_109', '0001178913-25-001092_265', '0001178913-25-001092_181', '0001178913-25-001092_242'], 'is_final_answer': True}]
|
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 is the projected annual market size in billions of dollars by 2035?
|
[{'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', '0001013762-25-001063_22', '0001213900-25-026272_22', '0001013762-25-001070_19', '0001213900-25-062089_18', '0001213900-25-060400_20', '0001213900-25-028398_18', '0001213900-25-028394_20', '0001013762-25-001028_78', '0001013762-25-001028_143'], 'is_final_answer': False}, {'fact': 'CEO is Ori Gilboa', 'chunk_ids': ['0001013762-25-001028_84', '0001013762-25-001028_86', '0001013762-25-001028_169', '0001013762-25-001028_170', '0001213900-25-118770_2', '0001213900-25-104708_2', '0001213900-25-100161_0', '0001213900-25-097588_0', '0001213900-25-085870_0', '0001213900-25-083710_0', '0001213900-25-077740_1', '0001213900-25-073329_0', '0001213900-25-063299_1', '0001213900-25-057237_75', '0001013762-25-001028_14', '0001213900-25-054507_1', '0001213900-25-009713_1', '0001213900-25-052336_1', '0001213900-25-073329_1', '0001213900-25-060400_75', '0001213900-25-085870_1', '0001013762-25-001063_74', '0001213900-25-055421_1', '0001213900-25-015508_2', '0001213900-25-016312_1', '0001213900-25-061919_1', '0001213900-25-014609_1', '0001213900-25-014933_1', '0001213900-25-026272_74', '0001213900-25-060400_74', '0001213900-25-061919_0', '0001213900-25-060422_0', '0001213900-25-055421_0', '0001213900-25-054507_0', '0001213900-25-052336_0', '0001213900-25-052143_2', '0001213900-25-032343_0', '0001213900-25-026399_0', '0001213900-25-026318_0', '0001213900-25-026309_61'], 'is_final_answer': False}, {'fact': '$1.5 billion - the projected annual market size for the global automotive RF-sensor market for VRU (Vulnerable Road Users) detection by 2035, according to the top-tier consultancy firm retained in 2024', 'chunk_ids': ['0001013762-25-001028_60', '0001013762-25-001028_72'], 'is_final_answer': True}]
|
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 pay to a wildlife foundation for environmental projects in a Virginia county?
|
[{'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': ['0001628280-25-004178_158', '0001628280-25-039017_78', '0001628280-25-039017_241', '0001628280-25-039017_26', '0001628280-25-023370_228', '0001628280-25-039017_80', '0001628280-25-004178_24', '0001628280-25-055483_336', '0001628280-25-055483_340', '0001628280-25-041413_14', '0001628280-25-041413_15', '0001628280-25-041413_16', '0001628280-25-039017_65', '0001628280-25-039017_180', '0001628280-25-039017_227', '0001628280-25-023370_74', '0001628280-25-004178_160', '0001628280-25-023370_136', '0001628280-25-039017_242', '0001628280-25-023370_89', '0001628280-25-039017_143', '0001628280-25-039017_195', '0001628280-25-023370_40', '0001628280-25-023370_185', '0001628280-25-039017_240', '0001628280-25-039017_141', '0001628280-25-023370_87', '0001628280-25-023370_183', '0001628280-25-004178_192', '0001628280-25-004178_64', '0001628280-25-039017_77', '0001628280-25-023370_225', '0001628280-25-055483_169', '0001628280-25-004178_65', '0001628280-25-023370_226', '0001628280-25-023370_137', '0001628280-25-004178_66', '0001628280-25-004178_118', '0001628280-25-004178_194', '0001628280-25-055483_56', '0001628280-25-055483_66', '0001628280-25-055483_160', '0001628280-25-055483_287', '0001628280-25-055483_296', '0001628280-25-039017_25', '0001628280-25-039017_193', '0001628280-25-023370_38', '0001628280-25-023370_134', '0001628280-25-004178_23', '0001628280-25-004178_116', '0001628280-25-023370_135', '0001628280-25-004178_117', '0001628280-25-004178_159', '0001628280-25-039017_142'], 'is_final_answer': False}, {'fact': 'Settlement payment from FNI received in fiscal 2025', 'chunk_ids': ['0001628280-25-023370_156', '0001628280-25-023370_59', '0001628280-25-055483_280', '0001628280-25-055483_153', '0001628280-25-055483_50', '0001628280-25-039017_48', '0001628280-25-039017_163', '0001628280-25-023370_164', '0001628280-25-039017_62', '0001628280-25-023370_72', '0001628280-25-023370_208', '0001628280-25-039017_178', '0001628280-25-039017_177', '0001628280-25-039017_224', '0001628280-25-023370_67', '0001628280-25-023370_69', '0001628280-25-023370_165', '0001628280-25-023370_168', '0001628280-25-023370_206', '0001628280-25-023370_210', '0001628280-25-023370_50', '0001628280-25-039017_153', '0001628280-25-023370_146', '0001628280-25-023370_49', '0001628280-25-039017_152'], 'is_final_answer': False}, {'fact': '$3,500 (or 3.5 million dollars) to the National Fish and Wildlife Foundation for environmental projects in Cumberland County, Virginia', 'chunk_ids': ['0001628280-25-055483_48', '0001628280-25-055483_151', '0001628280-25-004178_44', '0001628280-25-039017_49', '0001628280-25-023370_61', '0001628280-25-023370_157', '0001628280-25-055483_278', '0001628280-25-039017_165', '0001628280-25-004178_137'], 'is_final_answer': True}]
|
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 loan portfolio during the year. A board member who represents a private equity firm holding a significant stake in the entity also serves on the board of another company that received fees from the institution for cash management services in 2024. What is the target stock price per share that must be achieved for the performance-based equity awards to vest?
|
[{'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', '0001628280-25-009438_87', '0001628280-25-009438_3', '0001628280-25-009438_300', '0001628280-25-009438_113', '0001628280-25-009438_384', '0001628280-25-009438_301', '0001628280-25-009438_298', '0001628280-25-009438_1', '0001628280-25-009438_383'], 'is_final_answer': False}, {'fact': 'Performance-based equity awards, 109% increase, $28.73 target price, 20 trading days, four years', 'chunk_ids': ['0001169770-25-000015_58', '0001169770-25-000015_71', '0001169770-25-000015_66', '0001169770-25-000015_68', '0001169770-25-000015_79', '0001169770-25-000015_84'], 'is_final_answer': False}, {'fact': 'Sale of approximately $1.95 billion Civic loan portfolio', 'chunk_ids': ['0001628280-25-009438_2', '0001628280-25-009438_314', '0001628280-25-009438_208', '0001628280-25-009438_4', '0001628280-25-009438_22', '0001628280-25-009438_301', '0001169770-25-000024_147', '0001628280-25-009438_299', '0001628280-25-050892_18', '0001628280-25-050892_160', '0001169770-25-000029_18', '0001169770-25-000029_158', '0001169770-25-000024_15', '0001169770-25-000024_17', '0001169770-25-000024_146', '0001169770-25-000015_41', '0001169770-25-000015_54', '0001628280-25-009438_16', '0001628280-25-009438_41', '0001628280-25-009438_265', '0001628280-25-009438_319', '0001628280-25-009438_338'], 'is_final_answer': False}, {'fact': 'Todd Schell managing director, Warburg Pincus 9.8% ownership, IntraFi $8 million fees', 'chunk_ids': ['0001169770-25-000015_96', '0001169770-25-000015_97', '0001628280-25-009438_202', '0001628280-25-009438_499'], 'is_final_answer': False}, {'fact': '$28.73', 'chunk_ids': ['0001169770-25-000015_58', '0001169770-25-000015_71', '0001169770-25-000015_66', '0001169770-25-000015_68', '0001169770-25-000015_79', '0001169770-25-000015_84'], 'is_final_answer': True}]
|
$28.73
|
NMFCZ
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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 price per thousand dollars of principal?
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[{'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'], 'is_final_answer': False}, {'fact': '2018 legislation increased individual borrowing cap from $150 million to $175 million', 'chunk_ids': ['0001496099-25-000010_115', '0001496099-25-000010_162', '0001496099-25-000010_180', '0001496099-25-000018_334', '0001496099-25-000018_202'], 'is_final_answer': False}, {'fact': 'Office located at 1633 Broadway, 48th Floor, New York', 'chunk_ids': ['0001496099-25-000010_231', '0001580642-25-000374_0', '0001580642-25-003281_1', '0001104659-25-035141_1', '0001104659-25-035141_17', '0001104659-25-032649_1', '0001104659-25-032649_17', '0001140361-25-012061_0', '0001140361-25-012061_1', '0001140361-25-012061_2', '0001140361-25-012061_6', '0001140361-25-012061_7', '0001140361-25-012061_22', '0001140361-25-012061_35', '0001140361-25-012061_36', '0001140361-25-012061_37', '0001140361-25-012061_38', '0001104659-25-030582_1', '0001104659-25-030582_17', '0001496099-25-000010_133', '0001580642-25-001141_0'], 'is_final_answer': False}, {'fact': 'January 2025 tender offer at $1,010 per $1,000 principal amount', 'chunk_ids': ['0001580642-25-000374_0', '0001496099-25-000035_248', '0001496099-25-000018_326', '0001496099-25-000027_243', '0001496099-25-000018_194', '0001496099-25-000027_388', '0001496099-25-000035_398'], 'is_final_answer': False}, {'fact': '$175 million, 48th floor, and $1,010', 'chunk_ids': ['0001496099-25-000010_115', '0001496099-25-000010_162', '0001496099-25-000010_180', '0001496099-25-000010_231', '0001580642-25-000374_0', '0001496099-25-000018_326', '0001496099-25-000027_243', '0001496099-25-000035_248', '0001496099-25-000027_388', '0001496099-25-000018_194', '0001496099-25-000035_399', '0001580642-25-001141_0'], 'is_final_answer': True}]
|
$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 threshold in dollars?
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[{'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, $25,000 monthly fee', 'chunk_ids': ['0001641172-25-001261_704', '0001641172-25-001261_834', '0001641172-25-001261_963', '0001641172-25-001261_408', '0001493152-25-018523_39', '0001641172-25-001261_1465', '0001641172-25-001261_121', '0001641172-25-001261_324', '0001641172-25-001261_1591', '0001641172-25-001261_1340', '0001641172-25-001261_1213', '0001493152-25-019793_38', '0001493152-25-018523_41', '0001641172-25-001261_1215', '0001641172-25-001261_1467', '0001493152-25-019793_40', '0001641172-25-001261_325', '0001493152-25-025204_134', '0001493152-25-025204_277', '0001493152-25-023603_6', '0001493152-25-023603_32', '0001493152-25-023603_54', '0001493152-25-023603_129', '0001493152-25-023603_155', '0001493152-25-020988_42', '0001641172-25-001261_222', '0001641172-25-001261_323', '0001493152-25-025204_191', '0001641172-25-001261_962', '0001641172-25-001261_1087', '0001641172-25-001261_1695', '0001641172-25-001261_1798', '0001641172-25-001261_1901', '0001641172-25-001261_2004', '0001641172-25-001261_2107'], 'is_final_answer': False}, {'fact': 'On July 2, 2025, the Compensation Committee approved cash bonuses totaling $449,000 payable to certain officers, contingent upon the Company maintaining cash on hand of at least $3,500,000', 'chunk_ids': ['0001493152-25-023603_7', '0001493152-25-023603_130', '0001641172-25-024684_17', '0001493152-25-025204_279'], 'is_final_answer': True}]
|
$3,500,000
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