Public filings, explained.
Plain-English guides to Congress stock trades, SEC Form 4 insider filings and 13F hedge fund holdings: how the data works, what it means and what it cannot tell you.
Fund holdingsNovember 8, 2026 · 7 min readHow to Track Michael Burry Scion Portfolio via 13F FilingsLearn how to find Scion Asset Management on SEC EDGAR, read put options correctly, and adjust your strategy for the 45-day reporting lag.Read the article02Insider filingsNovember 7, 2026 · 7 min readForm 4 Code A Explained: Stock Awards vs BuyingLearn what Form 4 Code A means on SEC filings. Discover how to tell the difference between executive stock compensation awards and open market cash purchases.03GuidesNovember 7, 2026 · 7 min readFinding the Open Price After a Form 144 FilingLearn how to find the next trading day's open price after an insider files SEC Form 144. Track initial market reaction to proposed restricted stock sales.04Insider filingsNovember 7, 2026 · 6 min readForm 4 Code I: How to Read Issuer Tender OffersLearn what Form 4 transaction Code I means. See how insiders tender shares directly back to the company and verify pricing terms using SEC EDGAR filings.05Insider filingsNovember 6, 2026 · 6 min readHow to Identify CEO Trades on SEC Form 4Learn how to spot significant CEO trades on SEC Form 4. Understand the details and implications of these filings.06GuidesNovember 5, 2026 · 6 min readWhat Is an Amended Form 144 and Why It MattersLearn how to spot amended Form 144 filings, track insider sale updates, and use the changes to stay informed about upcoming stock moves.07GuidesNovember 5, 2026 · 8 min readForm 4 Codes S and P: Open Market Trades vs. Forced LiquidationsLearn the difference between Form 4 codes S and P. Discover why not every insider sale is bearish and why some purchases are not open market buys.08Congress tradesNovember 5, 2026 · 6 min readHow to Track a Congressional PTR Amendment After the Initial DisclosureStep‑by‑step guide to locate, read and record amendments to a Congressional Periodic Transaction Report, so your spreadsheet stays current.09Congress tradesNovember 4, 2026 · 6 min readHow to Find and Review Congressional PTR AmendmentsStep‑by‑step guide to locate periodic transaction report (PTR) amendments, understand why they matter, and compare them with the original filing.10Fund holdingsNovember 4, 2026 · 7 min readHow to Find the Latest 13F Filing for Any Hedge FundLearn how to locate the most recent SEC Form 13F filing for any hedge fund using free public tools and understand what the filing date reveals.11GuidesNovember 4, 2026 · 7 min readCalculating Stock Returns After a 10b5-1 Insider SaleLearn how to calculate the one-month stock performance following a 10b5-1 insider sale to better understand the timing of these pre-planned transactions.12GuidesNovember 4, 2026 · 6 min readHow to Spot a Form 4 Trade That May Trigger the Short‑Swing RuleLearn to identify insider sales on Form 4 that could fall under Section 16(b). Spot timing clues, transaction codes, and ownership changes that matter.13GuidesNovember 3, 2026 · 7 min readHow to Spot the 10b5‑1 Checkbox on a Form 4 FilingLearn where the 10b5‑1 box appears on SEC Form 4, what a pre‑programmed trade means, and how to follow its execution using free public data.14GuidesNovember 3, 2026 · 6 min readForm 4 Amended Transactions: How to Spot Corrections and ErrorsSee an amended Form 4? Learn how to distinguish between simple reporting errors and actual price adjustments to avoid misinterpreting insider data.15Insider filingsNovember 3, 2026 · 6 min readWhat Is an Amended Form 4 and How to Read CorrectionsLearn why insiders file Form 4/A amendments, how to spot changed share counts or transaction codes, and what corrections mean for your research.16GuidesNovember 3, 2026 · 6 min readHow to Verify a 10b5‑1 Trading Plan on a Form 4 FilingLearn step‑by‑step how to locate the 10b5‑1 checkbox on Form 4, interpret its meaning, and assess the credibility of an insider trade.17GuidesNovember 2, 2026 · 7 min readSEC Form 4: Why Are There Two Transaction Codes on One Entry?Confused by multiple transaction codes on a Form 4? Learn how to decode combined insider trades like option exercises followed by immediate sales.18GuidesNovember 2, 2026 · 7 min readForm 4 Code C: Conversion of Derivative Securities ExplainedLearn what SEC Form 4 Code C means. Understand how to distinguish between a derivative conversion and a standard open market stock purchase by an insider.19GuidesNovember 2, 2026 · 6 min readHow to Find Insider Trades on Twitter and TelegramLearn how automated social bots stream SEC Form 4 and STOCK Act disclosures on Twitter and Telegram for real-time alerts on public filings.20Insider filingsNovember 1, 2026 · 7 min readWhy Did an Insider Buy After Earnings Dropped?Learn why corporate insiders buy shares after bad earnings reports, how to verify the trade on SEC Form 4, and what signals actually matter.21Insider filingsNovember 1, 2026 · 7 min readForm 4 Code G Explained: Stock Gifts vs Open Market SalesLearn what transaction code G means on SEC Form 4. See how to spot stock gifts to charities or family so you do not confuse them with open market sales.22Insider filingsOctober 30, 2026 · 6 min readForm 4 Checkbox for 10b5-1: How to Spot ItLearn how to verify the SEC Form 4 10b5-1 checkbox, find the plan adoption date, and track pre-scheduled insider stock sales accurately.23GuidesOctober 29, 2026 · 7 min readHow to Spot a Form 4 Trade That Might Signal a Upcoming Earnings BeatLearn a step‑by‑step method to filter recent Form 4 purchases for companies about to report earnings and spot red flags that could hint at a beat.24GuidesOctober 28, 2026 · 7 min readReading a Form 144: Spotting an Insider's Planned SaleLearn how to locate Form 144 filings, read the key fields, track the sale timeline, and watch market activity after an insider announces a future trade.25GuidesOctober 28, 2026 · 7 min readShort-Swing Profit Rule: Section 16(b) ExplainedLearn how Section 16(b) prevents corporate insiders from making quick profits by requiring them to return gains from trades made within six months.26GuidesOctober 27, 2026 · 7 min readForm 4: What Does a Discretionary Trade Actually Mean?Learn to distinguish between planned, mandatory, and discretionary trades on SEC Form 4. Understand which insider moves signal conviction vs. routine.27Insider filingsOctober 27, 2026 · 6 min readHow to Spot Insider Purchases That May Signal Earnings BeatsLearn how to filter Form 4 filings for open-market purchases made right before blackout periods to find potential earnings surprises.28Insider filingsOctober 27, 2026 · 7 min readHow to Verify If an Insider Trade Was Pledged as Loan CollateralLearn how to read SEC Form 4 footnotes to check if company insiders have pledged their stock shares as collateral for bank loans or margin accounts.29GuidesOctober 27, 2026 · 6 min readHow to Find Insider Trades on EDGAR: Step-by-Step GuideLearn how to use the SEC EDGAR search bar to locate and isolate Form 4 insider trading filings for any public company ticker symbol quickly.30GuidesOctober 27, 2026 · 7 min readHow to Spot a Form 4 Trade Involving a Restricted Stock UnitLearn how to identify Restricted Stock Unit (RSU) settlements on SEC Form 4 and avoid confusing routine stock vesting with open-market insider buying.31Insider filingsOctober 26, 2026 · 8 min readForm 4 Code F Explained: Tax Withholding vs Real SaleLearn what Form 4 Code F means, how tax withholding works when insider equity vests, and how to separate automatic tax sales from open-market dumps.32Insider filingsOctober 26, 2026 · 6 min readHow to Calculate Insider Ownership Stake After a Form 4 FilingLearn how to calculate an insider's exact ownership stake using data from a single SEC Form 4 filing with this practical step-by-step investor guide.33GuidesOctober 26, 2026 · 7 min readHow to Spot a Form 4 Trade That Beats the Market TrendLearn a step‑by‑step method to compare a new Form 4 filing with recent price action and decide if an insider bought before a breakout.34Insider filingsOctober 26, 2026 · 7 min readHow to Find Board Member Stock Purchases on Form 4Learn how to filter SEC Form 4 filings to spot open market stock purchases made by independent board members using their own cash.35GuidesOctober 26, 2026 · 7 min readRSU Settlements on Form 4: Why They Are Not Open Market BuysLearn why RSU vesting on Form 4 is compensation, not a bullish signal. Distinguish between automatic settlements and voluntary open market purchases.36GuidesOctober 26, 2026 · 6 min readWhat Is a Form 8-K 'Material Event' and Why Does It Matter?Understanding what a Form 8-K 'material event' means and why it matters for investors.37Insider filingsOctober 24, 2026 · 6 min readForm 4 Code M vs Code P: Option Exercise vs Open Market BuyingLearn the difference between SEC Form 4 Transaction Code M and Code P. Discover why open-market purchases show true bullish intent over option exercises.38GuidesOctober 24, 2026 · 7 min readHow to Spot a Suspicious Insider Sale on Form 4Learn the key red flags on SEC Form 4 that suggest an insider may be selling under pressure. Practical tips for retail investors.39GuidesOctober 24, 2026 · 7 min readHow to Find Option Grants on Form 4Learn how to locate derivative security tables on SEC Form 4 and understand the vital difference between option grant dates and reporting dates.40GuidesOctober 24, 2026 · 8 min readWhat Is a Voluntary Insider Filing? Understanding Non-Mandatory Form 4sLearn why corporate insiders file Form 4s even when not required by law. Discover how to identify voluntary filings like gifts and transfers.41Insider filingsOctober 24, 2026 · 7 min readForm 4 Code J: Identifying Other TransactionsLearn what Code J means on an SEC Form 4. Understand why this 'Other' transaction code often covers spin-offs and transfers rather than market sales.42GuidesOctober 24, 2026 · 8 min readInsider Sold Then Bought Stock: Decoding Pattern ChangesExecutives often sell stock for taxes and buy later for conviction. Learn how to distinguish between routine tax sales and genuine open market purchases.43Insider filingsOctober 23, 2026 · 6 min readForm 4 Footnotes: Where Insiders Hide Key Transaction DetailsLearn how to read Form 4 footnotes. Spot option exercises, weighted average execution prices, indirect trust ownership, and 10b5-1 plan details.44GuidesOctober 23, 2026 · 7 min readForm 4 Direct vs Indirect Ownership: Box 5 & Box 6 ExplainedLearn how Box 5 and Box 6 on Form 4 show direct and indirect ownership when insiders use trusts, LLCs, or family members.45Fund holdingsOctober 17, 2026 · 2 min readWhat Form 13F Does Not Show: Six Blind Spots in Fund Holdings DataForm 13F filings are often misunderstood. Learn the six key limitations of this data so you can accurately interpret institutional investment portfolios.46Insider filingsOctober 17, 2026 · 2 min readMAR Article 19: How Managers' Share Trades Are Reported in Poland and the EULearn how Article 19 of the Market Abuse Regulation governs share trade reporting for managers in Poland and the EU, including deadlines and thresholds.47GuidesOctober 17, 2026 · 2 min readInsider Buying vs Congress Buying: Which Signal Is Worth More?Compare insider buying and Congress buying to learn which trading signal offers superior data precision, reporting speed, and overall reliability.48GuidesOctober 16, 2026 · 2 min readHow to Read an Earnings Report in 10 MinutesLearn how to analyze an earnings report in ten minutes by focusing on revenue, margins, cash flow, and the key differences between GAAP and adjusted EPS.49GuidesOctober 15, 2026 · 2 min readFree Sources for Insider, Congress and Fund Trades (and How to Use Them)Learn how to find free government data on insider, Congress, and fund trades. Discover official SEC and legislative sources to verify market activity.50Congress tradesOctober 14, 2026 · 2 min readHow Late Is Congress Trade Data? Measuring the Disclosure LagLearn how to measure disclosure lag in congressional trade data. Understand STOCK Act deadlines, filing delays, and why timing matters for analysis.51GuidesOctober 13, 2026 · 2 min readShort Interest Explained: What It Shows, What It Hides, and How to Use ItLearn how short interest works, what metrics like days to cover reveal, and why reporting delays make it a weaker trading signal than it looks.52Insider filingsOctober 12, 2026 · 2 min readThe Proxy Statement (DEF 14A): What It Tells You About Pay and GovernanceLearn how to read a proxy statement (DEF 14A) to evaluate executive compensation, board governance, and insider ownership at public companies.53GuidesOctober 11, 2026 · 2 min read10-K vs 10-Q: How to Read a Company's Annual and Quarterly ReportsThe 10-K is the audited annual report; the 10-Q is the unaudited quarterly update. Learn what each contains, when they are due, and which sections are worth your time.54Insider filingsOctober 10, 2026 · 3 min readWhat Is an SEC Form 8-K? The Filing That Reports Breaking Company NewsLearn what an SEC Form 8-K is and how companies use this filing to report major events. Understand the key items to watch for in these official disclosures.55Insider filingsOctober 9, 2026 · 4 min readHow to Read an SEC Form 4: Transaction Codes ExplainedLearn how to read an SEC Form 4 and understand insider transaction codes. This guide helps you identify genuine stock purchases and filter out paperwork noise.56Congress tradesOctober 9, 2026 · 2 min readCongress Stock Trades: STOCK Act Disclosure RulesWhat the STOCK Act requires members of Congress to disclose, how long they can wait, why amounts appear as ranges, and what that means for anyone reading the data.57Insider filingsOctober 9, 2026 · 2 min readInsider Cluster Buying ExplainedWhat insider cluster buying is, why it is considered a stronger signal than a single purchase, how to define it, and its limits.58Fund holdingsOctober 9, 2026 · 2 min readWhat Is Form 13F? What Fund Holdings RevealForm 13F explained: who has to file it, what it contains, the 45-day delay, and the big blind spots such as short positions, non-US stocks and trade timing.59Congress tradesOctober 9, 2026 · 2 min readDo Members of Congress Beat the Market?Learn what academic studies reveal about whether members of Congress beat the market through stock trading and why the research findings remain mixed.60GuidesOctober 9, 2026 · 2 min readHow to Track Congress Trades and Insider Buying for FreeA practical guide to the free public sources behind Congress stock trades, SEC Form 4 insider filings and 13F fund holdings, and how to combine them.61Insider filingsOctober 9, 2026 · 2 min readRule 10b5-1 Trading Plans ExplainedWhat a Rule 10b5-1 plan is, how the 2023 rule changes (cooling-off periods, certifications) work, and how to read the 10b5-1 checkbox on an insider's Form 4.62Congress tradesOctober 9, 2026 · 2 min readHow to Read a Congressional Periodic Transaction ReportLearn how to read a congressional periodic transaction report by understanding key filing fields, tracking exact dates, and avoiding common misreadings.63Insider filingsOctober 9, 2026 · 2 min readInsider Selling: What It Actually Tells YouWhy insider sales are noisier than insider purchases, which sales are routine, and the patterns (clusters, size, timing) that deserve a closer look.64Fund holdingsOctober 9, 2026 · 2 min readSchedule 13D and 13G Explained: Tracking 5% OwnersWhat Schedules 13D and 13G are, when an investor must file, how they differ from Form 13F, and why activist filings move stocks.65GuidesOctober 9, 2026 · 2 min readLegal vs. Illegal Insider Trading: What's the Difference?Why the insider trades in public filings are legal, what makes insider trading illegal, how the six-month short-swing rule works, and how the STOCK Act applies to Congress.66Fund holdingsOctober 9, 2026 · 2 min readHow to Analyze 13F Changes: New, Added, Trimmed and Exited PositionsLearn a step‑by‑step method to compare two 13F filings, classify new, added, trimmed and exited positions, size their impact, and avoid common pitfalls.67GuidesOctober 9, 2026 · 2 min read8 Mistakes People Make Reading Insider Trading DataThe most common errors when reading Form 4 data, from counting grants as buys to ignoring the 10b5-1 flag, and how to avoid each one.68Insider filingsOctober 9, 2026 · 1 min readForm 3 vs. Form 4 vs. Form 5: The Insider Filing FamilyLearn the differences between SEC Form 3, Form 4, and Form 5 filings. This guide explains when each is required and which one provides useful trading signals.69Insider filingsOctober 9, 2026 · 1 min readForm 144: The Early Warning Before an Insider SaleWhat Form 144 is, who must file it, how it differs from Form 4, and why it can show a planned insider sale before the sale is reported.70GuidesOctober 9, 2026 · 2 min readSEC EDGAR for Beginners: How to Find Insider, 13F and Fund FilingsA practical introduction to SEC EDGAR: searching companies and filers, filtering by form type, using full-text search and the free API, and the rules for automated access.71GuidesOctober 9, 2026 · 1 min readA 5-Step Workflow for Researching a Stock With Public FilingsA repeatable process for using insider filings, 13F holdings, Congress trades and company reports together, instead of reacting to a single headline.72GuidesOctober 9, 2026 · 2 min readInsider and Congress Trading Glossary: 32 Terms ExplainedPlain-English definitions of the terms used in insider filings, Congress trade disclosures and 13F reports, from 10b5-1 to Form 4 and MNPI.
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