| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Veritone Inc | |
|---|---|
| Ticker | VERI |
| CIK # | 0001615165 |
| CUSIP | 92347M100 |
| Sector | Technology - Services-Computer Processing & Data Preparation |
| Address | 3366 Via Lido, Newport Beach, CA 92663 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Veritone Inc | 2025-07-09 | 1.0 M | Exemption: 506(b) · Duration: One year or less · Revenue: Over $100,000,000 |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001615165] | 10-K | |
| [0001615165] | 10-Q | |
| [0001615165] | 3 | |
| [0001615165] | 4 | |
| [0001615165] | 5 | |
| [0001615165] | 8-K | |
| [0001615165] | D | |
| [0001615165] | SC 13D | |
| [0001615165] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Steelberg Ryan
Common Stock
|
2026-02-19 | Grant | 443,333 | $0.00 | |
|
Zemetra Michael Leonard
Common Stock
|
2026-02-19 | Grant | 137,500 | $0.00 | |
|
Steelberg Ryan
Common Stock
|
2026-01-02 | Tax withheld | 73,538 | $4.79 | 352,247 |
|
Zemetra Michael Leonard
Common Stock
|
2026-01-02 | Tax withheld | 35,981 | $4.79 | 172,349 |
|
Steelberg Ryan
Common Stock
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2025-08-12 | Grant | 366,300 | $2.73 | 999,999 |
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Taketa Richard H
Common Stock
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2025-06-13 | Grant | 30,000 | $0.00 | |
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Morales Francisco
Common Stock
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2025-06-13 | Grant | 30,000 | $0.00 | |
|
Zilis Michael
Common Stock
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2025-06-13 | Grant | 30,000 | $0.00 | |
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Kurtz Knute P
Common Stock
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2025-06-13 | Grant | 30,000 | $0.00 | |
|
Keithley Michael
Common Stock
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2025-06-13 | Grant | 30,000 | $0.00 | |
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Morales Francisco
Common Stock
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2025-03-20 | Grant | 7,500 | $0.00 | |
|
Zemetra Michael Leonard
Common Stock
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2025-02-10 | Grant | 82,500 | $0.00 | |
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Steelberg Ryan
Common Stock
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2025-02-10 | Grant | 240,000 | $0.00 | |
|
Steelberg Ryan
Common Stock
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2025-01-02 | Tax withheld | 18,848 | $3.20 | 60,314 |
|
Zemetra Michael Leonard
Common Stock
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2025-01-02 | Tax withheld | 26,885 | $3.20 | 86,032 |
|
Steelberg Ryan
Common Stock
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2025-01-02 | Tax withheld | 26,703 | $3.20 | 85,450 |
|
Steelberg Ryan
Common Stock
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2024-12-31 | Tax withheld | 5,040 | $3.28 | 16,531 |
|
Steelberg Chad
Common Stock
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2024-12-13 | Sell | 504,657 | $2.52 | 1,271,736 |
|
Steelberg Ryan
Common Stock
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2024-11-30 | Tax withheld | 5,040 | $2.64 | 13,306 |
|
Steelberg Ryan
Common Stock
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2024-10-31 | Tax withheld | 5,040 | $3.25 | 16,380 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 98 | 24,326,927 |
| 2025-12-31 | 100 | 28,246,774 |
| 2025-09-30 | 79 | 16,666,951 |
| 2025-06-30 | 63 | 8,461,574 |
| 2025-03-31 | 67 | 8,170,965 |
| 2024-12-31 | 63 | 8,495,139 |
| 2024-09-30 | 58 | 9,383,139 |
| 2024-06-30 | 81 | 9,917,492 |
| 2024-03-31 | 72 | 12,203,123 |
| 2023-12-31 | 69 | 14,081,743 |
| 2023-09-30 | 75 | 13,392,455 |
| 2023-06-30 | 74 | 13,889,734 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 44,000 |
| Balefire LLC | [2026-06-30] | SOLE | 0 | 10,000 |
| Kerr Financial Planning Corp | [2026-06-30] | SOLE | 500 | 500 |
| GHP Investment Advisors Inc | [2026-06-30] | SOLE | 344 | 344 |
| Elevation Wealth Partners LLC | [2026-06-30] | SOLE | 0 | 61 | Prev | Page 1 | Next |