Know the data before you license it.

The quarterly holdings every institutional manager files on Form 13F, turned into one register per stock and one portfolio per manager. Amendments are resolved so each quarter is counted once, and corporate actions are tracked so a merger doesn't read as a fake exit plus a fake new position.

Sources

Form 13F-HR, 13F-HR/A

History

Full panel from 2019; raw filings back to 1999

Updates

About every 4 hours as filings land

In Console

Ownership Summary, Holders, Ownership Activity, Since Last 13F, Peers, Holder Type Trend, Investor Targeting

Fields

Holder and manager typeShares and valueNew / add / trim / exitNotable-manager flagAccumulation and cluster-entry signalsReport date and accession

Codes

OWNHDSOAHTTTGT

Why it's different. Amendment resolution and corporate-action continuity are built in, and each manager gets a track record computed from holdings and prices.

Know this: 13F covers long US-listed positions, filed up to 45 days after quarter end. Coverage before 2019 is thin.

Every Form 4 and Form 5 transaction, classified into open-market buys, open-market sells, planned 10b5-1 sales, exercises, tax withholding and awards. Dollar values are cleaned, since raw filer prices are often wrong, and each trade links to one person across every company they file for.

Sources

Form 4, Form 5, Form 3

History

Since 2003

Updates

Minutes after EDGAR

In Console

Insider Transactions, Insider Track Record, Person profile, Watchlist alerts

Fields

Insider and roleTransaction classShares and cleaned valueTrade and filing dateNet discretionary $Buyer's record vs the S&P 500

Codes

INS

Why it's different. Plan sales are recovered from footnotes as well as the post-2023 checkbox, so insider selling is separated from scheduled selling. Buyers carry a record of how their past buys did.

Know this: The plan flag is most reliable from April 2023, when the SEC checkbox became mandatory.

Form 144 notices of proposed sales (seller, shares, broker), a 12-month vesting and option-expiry calendar parsed from Form 4 footnotes, and Rule 10b5-1 trading plans with adoption and end dates.

Sources

Form 144, Form 4 footnotes, 10-Q / 10-K Item 408

History

Form 144 since December 2021; 10b5-1 plans since March 2023

Updates

Form 144 every 5 minutes; vesting and plans daily

In Console

Insider Liquidity, Screening, Watchlist alerts

Fields

Seller and relationshipShares and valueEarliest sale date and brokerVesting / expiry datePlan adoption and endActive-plan flag

Codes

LIQ

Why it's different. The notice (Form 144), the schedule (vesting and plans) and the outcome (Form 4) are joined on the same person.

Know this: Where a filed Form 144 value fails a plausibility check, Console shows shares × last close, marked est.

Every US-registered mutual fund and ETF reports its full portfolio on Form N-PORT. Console shows holdings per fund series, a finer grain than the manager-level 13F, for equity and debt.

Sources

Form N-PORT-P

History

Since September 2019

Updates

Monthly snapshots, filed quarterly

In Console

Fund Holders, Fund pages

Fields

Fund series and registrantAdviser and sub-advisersShares and valueAs-of dateTop-5 concentration

Codes

FUND

Why it's different. You see the ETF or index fund behind the manager, not just the firm.

Know this: US-registered funds only. Each fund reports on its own calendar.

FINRA's biweekly short-interest files, restated for splits, with days to cover and flags for spikes, covering and squeeze setups, next to daily Reg SHO short volume.

Sources

FINRA short interest, FINRA Reg SHO volume

History

Short interest since June 2021; daily short volume since June 2025

Updates

Short interest biweekly; short volume every weekday

In Console

Short Interest, Snapshot header, Screening, Charts

Fields

Settlement dateShares shortChange %Days to coverSqueeze / spike flags

Codes

SI

Why it's different. Flags are precomputed and split-restated, so they show in headers, screens and alerts.

Know this: Short interest as a % of float isn't computed yet.

Schedules 13D and 13G are filed within days of an investor crossing 5% of a company. Console parses them the day they land, keeps the amendment trail from the first stake to the latest, and on 13D filings classifies the stated purpose: board seats, a sale of the company, capital return.

Sources

Schedule 13D, Schedule 13G, 13D/A, 13G/A

History

Structured panel from December 2024; filing headers back to 1996

Updates

Same day; classified intent within about a week

In Console

Corporate Activism, Holders, Since Last 13F

Fields

Filer and subject companyShares and % of classFirst vs latest %AmendmentsIntent type and tone (13D)Purpose-of-transaction text

Codes

ACTVHDS

Why it's different. Positions are queryable the day they're filed, and each 13D carries a classified intent next to the purpose text.

Know this: Filings before late 2024 are unstructured and not parsed yet.

Vote counts from 8-K Item 5.07 matched to the proposals in the DEF 14A. Support is computed on votes cast, and outcomes are checked against the count.

Sources

8-K Item 5.07, DEF 14A

History

Since 2016

Updates

As filed

In Console

Proxy Votes, Screening, Watchlist alerts

Fields

Meeting dateProposal typeFor / against / abstainSupport %OutcomeNext ballot

Codes

PV

Why it's different. One consistent method across companies, every result linked to its filing.

Know this: No rows means the vote wasn't extracted, not that no meeting was held.

Form N-PX lists every proxy vote a registered fund cast. Console links each ballot item to the company's proposal and rolls votes up to the manager, so an IR team sees each holder's against-management rate and say-on-pay vote next to its position.

Sources

Form N-PX

History

Structured filings since the 2024 cycle

Updates

Daily

In Console

Holders, Proxy Voting, Fund Votes, Ownership Pack

Fields

Manager and fundMeeting and proposalVote vs management% against managementSay-on-pay vote

Codes

NPXFVHDS

Why it's different. Covers every N-PX filer and joins votes to the holder register.

Know this: Fund-reported meeting dates can be noisy and are matched to the nearest proxy meeting.

Board demands, proxy solicitations, settlements, withdrawals and contested results extracted from dissident proxies and tender responses, with repeat reports of the same event collapsed into one row.

Sources

DFAN14A, DEFC14A, PREC14A, SC 14D9, Schedule 13D

History

Since 2016

Updates

Daily

In Console

Corporate Activism, Home, Charts, Screening

Fields

Event typeDateActivistTargetOutcomeSummary

Codes

ACTV

Why it's different. Every event comes from a primary filing, not a headline count.

Know this: Activism language inside ordinary 10-K and 8-K filings isn't extracted yet.

Every Form D from operating companies and pooled funds (VC, PE, hedge), with amount offered and amount sold, plus funding rounds and Reg CF on the same timeline. A company's operating LLC, holding company and former parent are one record.

Sources

Form D, Form D/A, Form C

History

Form D since 2006; Form C since May 2016

Updates

Every 5 minutes

In Console

Private Capital, Private Capital app, Sectors

Fields

Issuer and industryOffered vs soldExemption and fund typeOfficers and sales agentsFiling dateLinked round

Codes

PRIV

Why it's different. A raise often appears on Form D before the press release.

Know this: The amount offered is a ceiling, not money raised.

Form ADV filings turned into adviser profiles: AUM history, clients, fees, owners, custodians, regulatory events, and every private fund with its auditor, prime broker and administrator. The ADV opens as filed.

Sources

Form ADV Part 1 (Schedule D), ADV Part 2 brochures

History

Since October 2017

Updates

Daily

In Console

Adviser profile, Adviser Screener, ADV filing view

Fields

Adviser and CRDRegulatory AUMClients and feesPrivate fundsAuditor / prime broker / administratorRegulatory events

Codes

ADV

Why it's different. Fund service-provider relationships are structured and searchable, and link to the same manager's 13F.

Know this: Who to call is the 13F signer, the CCO and the ADV regulatory contact; stewardship contacts aren't in yet.

A graph connecting a company to its holders, their funds and advisers, its lenders, its officers and directors and their nonprofit boards. Every edge comes from a filing.

Sources

13F, N-PORT, Form ADV, Form 4, DEF 14A, Exhibits, Form 990

Updates

Rebuilt daily

In Console

Capital Graph

Fields

Entity typeEdge typeSource filingPath between entities

Codes

GRAPH

Why it's different. Every line in the network is a filing you can open.

Know this: Some counterparties aren't yet resolved to a company record.

Person profiles from Form 4, proxies, 8-K Item 5.02 and 990s: positions, boards, career, pay, holdings, buy track record, liquidity events. Gives adds the company's foundation and grants, and insiders' nonprofit boards.

Sources

Form 3/4/5, DEF 14A, 8-K 5.02, Form 990

History

Form 3/4/5 since 2003; 8-K 5.02 appointments since 1990

Updates

As filed

In Console

Professionals, Board, Person profile, Gives

Fields

Role and titleBoard seatsCareer and educationCompensationHoldings at marketBuy track record

Codes

MGMTBOARDGIVE

Why it's different. The roster is rebuilt from filings, not a vendor directory.

Know this: No political donations; city and state only, never an address. Committee independence isn't populated yet.

Executive and director pay from the proxy, plus the compensation, relative-TSR and pay-versus-performance peer groups each DEF 14A names, year by year. Comps and targeting start from the board's own peers.

Sources

DEF 14A

History

Peer groups 2020 → present

Updates

As proxies are filed

In Console

Compensation, Comps, Investor Targeting, Ownership Pack

Fields

Pay componentsPeer group typePeers by yearAdded / droppedNamed as a peer by

Codes

PAYCOMPTGT

Why it's different. Comparisons start from the peer set the board discloses, not a vendor's industry bucket.

Each deal starts from the filed merger agreement and follows its proxy, S-4, tender offer, vote and delisting to closing or termination, with break fees, HSR, votes, expected close and per-share terms.

Sources

EX-2.1, DEFM14A / S-4, SC TO, 425, 8-K

Updates

As filed

In Console

M&A History, M&A Monitor

Fields

Acquirer and targetDatesStatusValue and per-share termsFees, HSR, voteAdvisers

Codes

MNA

Why it's different. Status and terms come from the target's own filings, not headlines.

Know this: Values come from filings where extracted and from news otherwise; news-only deals are marked unconfirmed.

Registered offerings and ATMs, private placements and converts with variable-price ones flagged, reverse splits, authorized-share increases and IPO lock-ups, per company and market-wide in the ECM Monitor.

Sources

S-1 / S-3 / 424B, 8-K, DEF 14A, Form D

History

Since 2016

Updates

As filed

In Console

Dilution & Capital Markets, ECM Monitor, Catalyst Calendar

Fields

Offering type and amountShares and priceConversion termsReverse-split ratioAuthorized sharesLock-up dates

Codes

ECM

Why it's different. Toxic converts are flagged and misread conversion rates dropped.

Know this: Coverage leans to small caps; none on record doesn't mean none filed.

Material contracts and merger agreements filed as exhibits, extracted into parties, dates, governing law, payment terms and key provisions. Each one opens the exhibit.

Sources

EX-10.x, EX-2.1

History

Since 2016; filings back to 1994

Updates

As filed

In Console

Material Contracts, Capital Graph

Fields

Agreement typeCounterpartiesExecution and termAmountGoverning lawClause tags

Codes

MC

Why it's different. The relationship is evidenced by a signed document, not inferred from mentions.

Know this: Some counterparties are individuals or names not yet resolved.

Metrics extracted from 10-Q and 10-K text in industry packs: banks, airlines, homebuilders, P&C insurers, oil and gas, retail, REITs and utilities.

Sources

10-Q / 10-K

History

Since 2011

Updates

As filed

In Console

Operating KPIs

Fields

KPI and unitPeriodValueReported vs derived

Codes

KPI

Why it's different. As disclosed, never consensus, every value auditable.

Know this: Industries outside the packs aren't covered.

Geographic segment revenue from inline XBRL, normalized to countries and regions, with a 4-year trend.

Sources

10-K / 10-Q XBRL

History

Effectively 2020 onward

Updates

Hourly

In Console

Geographic Revenue

Fields

Country / regionRevenuePeriodShare of total

Codes

GEO

Why it's different. As filed, never modelled.

Know this: Depends on companies tagging geographic segments.

Concentration disclosures from the 10-K: the customer and its share of revenue, receivables, purchases or backlog, plus the reverse view.

Sources

10-K Items 1, 1A, 7

History

Since 2016

Updates

As filed

In Console

Supply Chain

Fields

Counterparty% and basisPeriodDirection

Codes

SPLC

Why it's different. Every row cited to a filing.

Know this: Only companies that disclose concentration.

EV bridge, leverage and coverage, and a debt schedule from the latest 10-Q or 10-K that ties to the balance sheet. Maturities per note and debt over time.

Sources

10-Q / 10-K footnotes, XBRL

Updates

With each 10-Q and 10-K

In Console

Capital Structure, Charts, Event Calendar

Fields

Instrument and couponPrincipalMaturitySeniorityLenderLeverage

Codes

CAPS

Why it's different. Debt is shown the way the company reports it, each note traceable to its filing.

Know this: Bankruptcy 8-K flags are as tagged by the filer.

Corporate bonds held by US funds, from N-PORT, rolled up per issuer: funds holding, weighted coupon, a year-by-year wall, and consensus marks that show where funds disagree.

Sources

Form N-PORT-P

History

Since September 2019

Updates

Monthly

In Console

Debt & Bondholders, Credit Monitor

Fields

Bond and couponFunds and parMaturity wallConsensus markDispersion

Codes

DEBT

Why it's different. Price consensus built from independent fund marks.

Know this: Fund-held only, a sample of debt outstanding, not the full stack.

Public BDCs' Schedules of Investments as positions with seniority, spread, maturity, fair value against cost and non-accrual status, with NAV by quarter.

Sources

BDC 10-Q / 10-K

History

Since December 2021

Updates

Quarterly

In Console

Credit Monitor

Fields

BorrowerSenioritySpreadMaturityMark (FV / cost)Non-accrual

Why it's different. The same borrower's marks side by side across lenders.

Know this: A large book showing zero non-accruals is flagged as an extraction gap.

Staff review letters paired with the company's response letters item by item, each answer classified (revised, clarified, declined), with outside counsel, auditors copied and signers.

Sources

UPLOAD, CORRESP

History

Since 2004

Updates

As released by the SEC

In Console

Research, Counsel & Signers

Fields

Letter dateStaff commentAnswer and typeSignerOutside counsel

Codes

RES

Why it's different. Each comment sits above its answer, with who advised. Included in every account.

Provenance, our classifier engine, tags every filing with more than 500 classifiers and keeps the sentence that triggered each. Red Flags collects going concern, material weakness, restatements, impairments, listing notices, new risk factors and related-party transactions.

Sources

10-K / 10-Q, 8-K, Exchange notices, DEF 14A

Updates

As filed

In Console

Filings, Red Flags, Snapshot header, Screening

Fields

Classifier and directionEvidence sentenceFlag typeDeadlineMateriality

Codes

FILRF

Why it's different. Each tag shows the sentence it came from.

Know this: No flag means nothing was extracted, not a clean record.

A curated set of FRED series with ALFRED vintages, so each value is shown as it was known on any date, plotted as panes under the price chart.

Sources

FRED / ALFRED

History

Varies by series; observations back to 1919

Updates

Daily

In Console

Price & Filings, Charts

Fields

SeriesObservation dateValueFirst-knowable dateNext release

Codes

GP

Why it's different. Point-in-time honest, so a backtest uses what was knowable on the day.

Know this: A hand-picked set; no consensus forecasts.