Narrative-fail one-pagers
Five short briefs on the biggest story-shape failures: debt without equity, N/A instead of No, oaths that re-affirm a blank, an inquiry buried in a PIPE, and three identical “no dispute” resignations.
Bonds Without the Equity
Why a note on one clock and stock on another is the story
The $200M convertible note to Google-backed TAE was described in a January Form 425. Presidential GOOGL equity did not appear on a public 278-T until May 8.
N/A Is Not No
The third answer that takes the question off the table
N/A is not No and it is not an explanation. DWAC's 'no target' line and the 8-K 'no dispute' sentence do the same job: they remove the question.
Oath by Omission
Each signature re-affirms everything the filer still has not said
Orlando signed at least four filings that repeated a false 'no discussions' statement, including an S-4 after a promise of completeness.
The Inquiry Buried in the PIPE
When the headline of the filing is not the fact that matters
FINRA and SEC inquiries were live on the November 22 10-Q. They first appeared December 6 — at the end of a PIPE 8-K.
No Dispute, Three Times
One stock sentence covering a clustered board exit
Lighthizer, Swider, and Nunes left during the TAE merger. Each 8-K repeated that the departure 'did not arise from any dispute with management.'
Longer investigative briefs
What TAE's Financial Advisor Would Tell The Board
And Why It's Significant
A board-level litigation memo framework: fiduciary duties, the $200M TAE transfer, Google-backed counterparty risk, and why Delaware governance law matters for DJT shareholders.
DJT vs. The Late Show
The Data Reveals the Gap
Stephen Colbert's monologue narrative meets SEC EDGAR: market-cap hype vs. $0.9M quarterly revenue, $405.9M losses, and what investors actually filed.
Presidential Trading
A White Paper
OGE 278-T conflict analysis: GOOGL purchases before DOJ antitrust appeals, PCAST proximity trades, the YouTube settlement, and the TAE–Alphabet investor chain.
DJT / TMTG 2025–2026 Filing Tracker
TAE merger era, board governance crisis, OGE 278-T presidential trading disclosures, and Q1 2026 EDGAR fundamentals. Legacy 2021 DWAC insider-trading data remains available via the board tab and optional 2021-era trade filter.
Showing 19 of 19 events from 2024-present
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