Data Feeds for Investment Models

All Form 4 filings including Table 2 and footnotes to isolate discretionary transactions.

Identify 10b5-1 disclosures, options related to sales, margin related sales with granular details around plan initiation dates, strike prices, and more.

Nearly 50 datapoints per transaction.

All management changes and active board composition for companies going back to 2004.

Includes nearly 40 datapoints such as: effective date, reason for departure, full title, and more.

Unique identifier for each insider allows for easy mapping to past company affiliations.

Over $13T in repurchases with feeds including buyback initiations, buyback revisions, quarterly repurchases, and accelerated share repurchases (ASRs).

Verity parsing technology and in-house data experts validate information from 10-Ks, 10-Qs, 8-Ks, press releases, & more.

Track the entire ATM lifecycle from initial offering through subsequent stock sales.

Surface companies selling shares through ATMs.

Feed includes selling agents, commission rates, and more.

Includes unique datapoints, such as type of grant (restricted stock, deferred comp, stock options, and more), cause (hire, promotion, performance), and expiration dates.

Aggregate quarterly buying/selling trends of peers & competitors with this feed containing 13F, 13G, and 13D holdings since 2007.

Unlike other services, you can also access puts, calls, and debt holdings.

Clean, accurate, & structured SEC filings  with structured text of nearly 150,000 10-K, 10-Q, IPO, and SPAC filings organized by millions of structured sections.

Published filings are processed by proprietary parsing technology, reviewed by our team of analysts, and made available quickly.

Supplement to the Insider Activity feed including “G” code transactions disclosed on Form 4 and labeled as a Bona fide gift.  

Includes full detail on conditional dates needed to determine the release dates for certain lockups, and over 20 fields with the specifics of early release provisions. 

Significant pledged positions may be subject to margin calls should the stock depreciate significantly and swiftly. 

A nuanced datapoint for understanding intent to sell restricted or control securities valued at over $50,000 or comprising more than 5,000 shares within a 90-day period following the filing.

Analyze risk disclosures in 10-Ks and 10-Qs since 2011. Monitor your large coverage universe during peak periods with filterable statistics that can help prioritize and focus resources. Includes:

• Counts of new, unusual, and deleted risks.
• Total risk change count with a breakdown by the amount of change per risk vs the prior period.
• Per-document Jaccard Index scores.
• Changes to Legal Proceedings.

• Overall sentiment score for earnings calls.
• Call topics and their sentiment.
• Challenging exchanges between analysts & management.

All datasets except Company Filings available within Snowflake or via FTP.