{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-12T18:21:56.321212+00:00","company":{"ticker":"VASO","cik":839087,"company_name":"VASO Corp"},"pagination":{"limit":100,"returned":8,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"contract_counterparty":[{"display_name":"Achari Holdings Corp","detail":"merger","count":1,"first_seen":"2023-12-08T23:59:59+00:00","last_seen":"2023-12-08T23:59:59+00:00","evidence_fact_ids":[89487]}]},"facts":[{"fact_type":"governance_change","fact_key":"c9e3ca38c36992391de7a47d06a4c3f22866438c","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2026-02-12T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2026-02-11","item_codes_triggered":["5.03"],"summary_text":"Vaso Corporation adopted amendments to its Bylaws effective February 11, 2026, including modifications to annual meeting timing, virtual meetings, quorum, stockholder action without a meeting, director count, committee formation, officer roles, indemnification, and uncertificated shares."},"claim":"VASO Corp: Vaso Corporation adopted amendments to its Bylaws effective February 11, 2026, including modifications to annual meeting timing, virtual meetings, quorum, stockholder action without a meeting, director count, committee formation, officer roles, indemnification, and uncertificated shares (effective 2026-02-11).","evidence_excerpt":"On February 11, 2026, the Board of Directors of Vaso Corporation (“Vaso”) adopted amendments to Vaso’s Bylaws, as further described below. These amendments were effective February 11, 2026.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001213900-26-015515","anchor_url":"https://secwatch.observer/filing/0001213900-26-015515#claim-c9e3ca38c36992391de7a47d06a4c3f22866438c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000121390026015515/0001213900-26-015515-index.htm"},{"fact_type":"executive_change","fact_key":"02c041b71a","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2025-01-03T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Secretary","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Jonathan Newton was appointed as Secretary at VASO Corp.","evidence_excerpt":"was also appointed as the Secretary of the Company","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001213900-25-000753","anchor_url":"https://secwatch.observer/filing/0001213900-25-000753#claim-02c041b71a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000121390025000753/0001213900-25-000753-index.htm"},{"fact_type":"executive_change","fact_key":"a7a8447596","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2025-01-03T23:59:59+00:00","payload":{"action":"continues as sole","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Chief Financial Officer and Treasurer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Jonathan Newton changed role as Chief Financial Officer and Treasurer at VASO Corp.","evidence_excerpt":"Jonathan Newton, previously Co-Chief Financial Officer and Treasurer of the Company, continues as the company’s sole Chief Financial Officer and Treasurer and was also appointed as the Secretary of the Company.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001213900-25-000753","anchor_url":"https://secwatch.observer/filing/0001213900-25-000753#claim-a7a8447596","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000121390025000753/0001213900-25-000753-index.htm"},{"fact_type":"executive_change","fact_key":"c72ffef762","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2025-01-03T23:59:59+00:00","payload":{"action":"ceased serving","action_category":"departure","departure_tone":"routine","effective_date":"2025-01-01","interim":false,"role":"Co-Chief Financial Officer and Secretary","role_category":"cfo","successor_name":"Jonathan Newton","successor_named":true},"claim":"Michael Beecher departed as Co-Chief Financial Officer and Secretary at VASO Corp.","evidence_excerpt":"Effective January 1, 2025, Michael Beecher, previously Co-Chief Financial Officer and Secretary, ceased serving in those roles but will continue to be employed by the Company as a financial advisor.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001213900-25-000753","anchor_url":"https://secwatch.observer/filing/0001213900-25-000753#claim-c72ffef762","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000121390025000753/0001213900-25-000753-index.htm"},{"fact_type":"executive_change","fact_key":"76cde47db1","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2025-01-03T23:59:59+00:00","payload":{"action":"stepped down","action_category":"departure","departure_tone":"routine","effective_date":"2025-01-01","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":"Jane Moen","successor_named":true},"claim":"Peter C. Castle departed as Chief Operating Officer at VASO Corp.","evidence_excerpt":"Mr. Peter C. Castle, previously Chief Operating Officer, will continue in his capacity as President of the Company’s wholly-owned subsidiary, VasoTechnology, Inc.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001213900-25-000753","anchor_url":"https://secwatch.observer/filing/0001213900-25-000753#claim-76cde47db1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000121390025000753/0001213900-25-000753-index.htm"},{"fact_type":"executive_change","fact_key":"829b0468c1","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2025-01-03T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Jane Moen was appointed as Chief Operating Officer at VASO Corp.","evidence_excerpt":"Effective January 1, 2025, the Board of Directors appointed Jane Moen as its Chief Operating Officer.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001213900-25-000753","anchor_url":"https://secwatch.observer/filing/0001213900-25-000753#claim-829b0468c1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000121390025000753/0001213900-25-000753-index.htm"},{"fact_type":"material_agreement","fact_key":"c144b7c43858472ac6bf03bc9a70f6bb2cf22f74","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2023-12-08T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Business Combination Agreement","agreement_type":"merger","counterparty":"Achari Holdings Corp","effective_date":"2023-12-06","item_codes_triggered":["1.01"],"value_text":"$176,000,000"},"claim":"VASO Corp entered into Business Combination Agreement with Achari Holdings Corp valued at $176,000,000 (effective 2023-12-06).","evidence_excerpt":"On December 6, 2023, Vaso Corporation, a Delaware corporation (\" Vaso \"), entered into a business combination agreement (the \" Business Combination Agreement \") with Achari Holdings Corp, a Delaware corporation (\" Achari \"), and Achari Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Achari (\" Merger Sub \").","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001654954-23-015266","anchor_url":"https://secwatch.observer/filing/0001654954-23-015266#claim-c144b7c43858472ac6bf03bc9a70f6bb2cf22f74","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000165495423015266/0001654954-23-015266-index.htm"},{"fact_type":"executive_change","fact_key":"dcab350d90","cik":839087,"ticker":"VASO","company_name":"VASO Corp","filed_at":"2023-04-03T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2023-04-03","interim":false,"role":"independent director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Leon Dembo was appointed as independent director at VASO Corp.","evidence_excerpt":"On March 23, 2023, Leon Dembo (68 years of age) was appointed by the Board of Directors as an independent director of the Company, effective as of April 3, 2023 to serve in Class II until the Annual Meeting of Shareholders in 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001654954-23-004199","anchor_url":"https://secwatch.observer/filing/0001654954-23-004199#claim-dcab350d90","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/839087/000165495423004199/0001654954-23-004199-index.htm"}]}