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.
GuidesOctober 22, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #159: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...Read the article02GuidesOctober 22, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #160: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...03GuidesOctober 22, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #161: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...04GuidesOctober 22, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #162: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...05GuidesOctober 22, 2026 · 4 min readQuantitative Insider Scoring Models #163: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...06GuidesOctober 22, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #164: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...07GuidesOctober 22, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #165: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...08GuidesOctober 22, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #166: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...09GuidesOctober 22, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #167: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...10GuidesOctober 22, 2026 · 4 min readQuantitative Insider Scoring Models #168: Advanced Institutional Telemetry (2026-10-22)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...11GuidesOctober 21, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #139: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...12GuidesOctober 21, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #140: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...13GuidesOctober 21, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #141: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...14GuidesOctober 21, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #142: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...15GuidesOctober 21, 2026 · 4 min readQuantitative Insider Scoring Models #143: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...16GuidesOctober 21, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #144: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...17GuidesOctober 21, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #145: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...18GuidesOctober 21, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #146: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...19GuidesOctober 21, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #147: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...20GuidesOctober 21, 2026 · 4 min readQuantitative Insider Scoring Models #148: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...21GuidesOctober 21, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #149: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...22GuidesOctober 21, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #150: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...23GuidesOctober 21, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #151: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...24GuidesOctober 21, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #152: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...25GuidesOctober 21, 2026 · 4 min readQuantitative Insider Scoring Models #153: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...26GuidesOctober 21, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #154: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...27GuidesOctober 21, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #155: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...28GuidesOctober 21, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #156: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...29GuidesOctober 21, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #157: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...30GuidesOctober 21, 2026 · 4 min readQuantitative Insider Scoring Models #158: Advanced Institutional Telemetry (2026-10-21)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...31GuidesOctober 20, 2026 · 4 min readIPO Lockup Expirations: How to Track Early Venture Capital and Founder ExitsThe 90-to-180 day post-IPO lockup expiration triggers a massive wave of insider Form 4 filings. Here is how institutional desks calculate overhang supply.32Congress tradesOctober 20, 2026 · 4 min readDefense Appropriations and Congress PTRs: Armed Services Committee Trade PatternsHow members of the House and Senate Armed Services committees time purchases of aerospace, defense and satellite contractors prior to authorization markups.33Fund holdingsOctober 20, 2026 · 4 min readSpot Bitcoin ETFs in Form 13F: Tracking Sovereign Wealth and Hedge Fund AdoptionQuarterly 13F filings now reveal institutional spot Bitcoin ETF allocations by hedge funds, university endowments and state pension systems. How to decode...34GuidesOctober 20, 2026 · 4 min readCorporate Share Buybacks vs Direct Insider Buying: Which Capital Flow Is Real?Corporations announce billions in share repurchases using corporate balance sheets, but executives buying with personal cash prove authentic valuation...35GuidesOctober 20, 2026 · 4 min readItem 1A Risk Factors in Form 10-K: Cross-Referencing Disclosed Threats With Form 4 BuysWhen a company expands Item 1A legal or regulatory risk disclosures in its annual 10-K yet executives aggressively buy shares, what does it mean for forward...36GuidesOctober 20, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #124: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...37GuidesOctober 20, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #125: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...38GuidesOctober 20, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #126: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...39GuidesOctober 20, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #127: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...40GuidesOctober 20, 2026 · 4 min readQuantitative Insider Scoring Models #128: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...41GuidesOctober 20, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #129: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...42GuidesOctober 20, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #130: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...43GuidesOctober 20, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #131: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...44GuidesOctober 20, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #132: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...45GuidesOctober 20, 2026 · 4 min readQuantitative Insider Scoring Models #133: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...46GuidesOctober 20, 2026 · 4 min readSEC Form 4, 13F and Congress Disclosures #134: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of sec form 4, 13f and congress disclosures, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...47GuidesOctober 20, 2026 · 4 min readSmart Money Accumulation & Whale Tracking #135: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of smart money accumulation & whale tracking, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...48GuidesOctober 20, 2026 · 4 min readInsider Sentiment Divergence Across Sectors #136: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of insider sentiment divergence across sectors, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...49GuidesOctober 20, 2026 · 4 min readEvaluating Form 4 Signals in Volatile Markets #137: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of evaluating form 4 signals in volatile markets, cross-referencing SEC Form 4 insider purchases, 13F institutional...50GuidesOctober 20, 2026 · 4 min readQuantitative Insider Scoring Models #138: Advanced Institutional Telemetry (2026-10-20)Comprehensive econometric breakdown of quantitative insider scoring models, cross-referencing SEC Form 4 insider purchases, 13F institutional whale...51GuidesOctober 19, 2026 · 2 min readQuantitative Guide #104: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.52GuidesOctober 19, 2026 · 2 min readQuantitative Guide #105: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.53GuidesOctober 19, 2026 · 2 min readQuantitative Guide #106: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.54GuidesOctober 19, 2026 · 2 min readQuantitative Guide #107: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.55GuidesOctober 19, 2026 · 2 min readQuantitative Guide #108: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.56GuidesOctober 19, 2026 · 2 min readQuantitative Guide #109: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.57GuidesOctober 19, 2026 · 2 min readQuantitative Guide #110: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.58GuidesOctober 19, 2026 · 2 min readQuantitative Guide #111: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.59GuidesOctober 19, 2026 · 2 min readQuantitative Guide #112: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.60GuidesOctober 19, 2026 · 2 min readQuantitative Guide #113: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-19)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.61Fund holdingsOctober 19, 2026 · 4 min readSchedule 13D vs 13G: When Activist Whales Demand Board SeatsWhen a fund crosses 5% ownership, Schedule 13D signals hostility and proxy battles, while 13G denotes passive investment. How to spot impending board overhauls.62Insider filingsOctober 19, 2026 · 4 min readCluster Selling vs Single Executive Exits: When Are Form 4 Sales Truly Bearish?While single executive sales usually reflect estate planning or tax diversification, multi-director cluster sales at cycle highs provide a sharp warning signal.63GuidesOctober 19, 2026 · 4 min readBiotech PDUFA Catalysts: Decoding Insider Buying Ahead of FDA DecisionsBiopharma insider buying ahead of FDA advisory meetings and PDUFA target dates requires careful scrutiny of open-market Code P buys vs grant compensation.64Insider filingsOctober 19, 2026 · 4 min readHigh Short Interest Meets Form 4 Buying: Anatomy of an Insider-Led SqueezeWhen heavily shorted equities (short interest > 20% of float) see aggressive open-market buying from C-suite officers, borrowing rates surge and squeeze...65Insider filingsOctober 19, 2026 · 4 min readBanking Stress and Balance Sheet Runs: Why Director Buying Matters in FinancialsDuring regional banking liquidity panics, independent audit committee members and bank directors buying shares provide the ultimate reassurance of solvency.66GuidesOctober 18, 2026 · 2 min readQuantitative Guide #100: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.67GuidesOctober 18, 2026 · 2 min readQuantitative Guide #101: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.68GuidesOctober 18, 2026 · 2 min readQuantitative Guide #102: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.69GuidesOctober 18, 2026 · 2 min readQuantitative Guide #103: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.70Insider FilingsOctober 18, 2026 · 2 min readInsider Buying After an Earnings Miss: Signal or Value Trap?When a stock drops after quarterly earnings and corporate executives immediately step in to buy shares on the open market, how should investors read the SEC Form 4 filings?71Congress TradesOctober 18, 2026 · 2 min readCongress Committee Assignments and Stock Disclosures: What the Data ShowsMembers of Congress sit on specialized committees overseeing defense, healthcare, energy and tech. How to cross-reference Periodic Transaction Reports with committee jurisdiction.72Insider FilingsOctober 18, 2026 · 2 min readCFO vs CEO Open-Market Purchases: Which Insider Signal Is Stronger?Academic research and empirical SEC Form 4 data show a clear difference between Chief Financial Officer stock purchases and routine CEO buying. Here is how to compare them.7313F & FundsOctober 18, 2026 · 2 min read13F Confidential Treatment Requests: When Hedge Funds Hide PositionsInstitutional managers filing Form 13F can request temporary confidential treatment from the SEC while building a stake. How delayed amendments work and what they reveal.74GuidesOctober 18, 2026 · 2 min readInsider Buying in Small-Cap vs S&P 500 Companies: Why Size Changes the SignalInformation asymmetry is much wider in lightly covered small-cap stocks than in mega-cap tech. How market capitalization impacts the predictive value of Form 4 cluster buying.75Congress TradesOctober 18, 2026 · 2 min readSpouse and Joint Account Trades in Congress Disclosures ExplainedUnder the STOCK Act, members of Congress must report stock transactions made by their spouses and dependent children. How to filter and interpret owner codes in PTR filings.76Insider FilingsOctober 18, 2026 · 2 min read10% Owners vs Corporate Officers on SEC Form 4: Key DifferencesNot every insider on Form 4 works inside the company. Activist funds, venture firms and major shareholders cross the 10% threshold and report alongside executives.77Insider FilingsOctober 18, 2026 · 2 min readHow Stock Option Expirations Drive Form 4 Filings (Code M & Code F)Many dramatic-looking insider filings are simply expiring employee stock options being exercised and withheld for taxes. How to separate Code M and Code F from real conviction.7813F & FundsOctober 18, 2026 · 2 min readTracking Institutional Sector Rotation Through Quarterly 13F FilingsWhile a single 13F filing is 45 days delayed, aggregating hundreds of institutional portfolios reveals multi-quarter sector shifts across technology, energy and financials.79GuidesOctober 18, 2026 · 2 min readCombining SEC Form 8-K Material Events With Form 4 Insider TradesWhen a company files an 8-K announcing a new contract, guidance update or leadership change, checking the subsequent Form 4 window adds critical context.80Insider FilingsOctober 18, 2026 · 2 min readIndependent Director Purchases vs Executive Officer Trades on Form 4Outside board directors bring industry networks and governance oversight, while executive officers run daily operations. How their Form 4 buying patterns differ.81GuidesOctober 18, 2026 · 2 min readInsider Buying in Micro-Cap Stocks: Watching Out for Dilution and 8-K FinancingSmall token insider buys in distressed micro-caps can mask toxic convertible debt or ATM offerings. How to check 10-Q and 8-K filings before trusting a micro-cap Form 4.82Congress TradesOctober 18, 2026 · 2 min readWhy Members of Congress File So Many Treasury Bill DisclosuresA huge share of Periodic Transaction Reports are not tech stocks at all, but U.S. Treasury bills and municipal bonds. How to filter fixed-income noise from equity trades.83Insider FilingsOctober 18, 2026 · 2 min readWhy Footnotes Are the Most Important Part of an SEC Form 4 FilingThe green numbers at the bottom of SEC Form 4 explain whether a trade was automatic under Rule 10b5-1, a weighted average price range, or an indirect trust transfer.8413F & FundsOctober 18, 2026 · 2 min readHow to Read Put and Call Options in Hedge Fund 13F FilingsForm 13F includes listed call and put options on equities and ETFs, but reports notional share equivalents rather than option delta. How to avoid misreading hedge fund hedges.85GuidesOctober 18, 2026 · 2 min readQuantitative Guide #44: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.86GuidesOctober 18, 2026 · 2 min readQuantitative Guide #45: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.87GuidesOctober 18, 2026 · 2 min readQuantitative Guide #46: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.88GuidesOctober 18, 2026 · 2 min readQuantitative Guide #47: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.89GuidesOctober 18, 2026 · 2 min readQuantitative Guide #48: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.90GuidesOctober 18, 2026 · 2 min readQuantitative Guide #49: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.91GuidesOctober 18, 2026 · 2 min readQuantitative Guide #50: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.92GuidesOctober 18, 2026 · 2 min readQuantitative Guide #51: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.93GuidesOctober 18, 2026 · 2 min readQuantitative Guide #52: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.94GuidesOctober 18, 2026 · 2 min readQuantitative Guide #53: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.95GuidesOctober 18, 2026 · 2 min readQuantitative Guide #54: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.96GuidesOctober 18, 2026 · 2 min readQuantitative Guide #55: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.97GuidesOctober 18, 2026 · 2 min readQuantitative Guide #56: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.98GuidesOctober 18, 2026 · 2 min readQuantitative Guide #57: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.99GuidesOctober 18, 2026 · 2 min readQuantitative Guide #58: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.100GuidesOctober 18, 2026 · 2 min readQuantitative Guide #59: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.101GuidesOctober 18, 2026 · 2 min readQuantitative Guide #60: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.102GuidesOctober 18, 2026 · 2 min readQuantitative Guide #61: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.103GuidesOctober 18, 2026 · 2 min readQuantitative Guide #62: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.104GuidesOctober 18, 2026 · 2 min readQuantitative Guide #63: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.105GuidesOctober 18, 2026 · 2 min readQuantitative Guide #64: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.106GuidesOctober 18, 2026 · 2 min readQuantitative Guide #65: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.107GuidesOctober 18, 2026 · 2 min readQuantitative Guide #66: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.108GuidesOctober 18, 2026 · 2 min readQuantitative Guide #67: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.109GuidesOctober 18, 2026 · 2 min readQuantitative Guide #68: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.110GuidesOctober 18, 2026 · 2 min readQuantitative Guide #69: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.111GuidesOctober 18, 2026 · 2 min readQuantitative Guide #70: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.112GuidesOctober 18, 2026 · 2 min readQuantitative Guide #71: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.113GuidesOctober 18, 2026 · 2 min readQuantitative Guide #72: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.114GuidesOctober 18, 2026 · 2 min readQuantitative Guide #73: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.115GuidesOctober 18, 2026 · 2 min readQuantitative Guide #74: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.116GuidesOctober 18, 2026 · 2 min readQuantitative Guide #75: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.117GuidesOctober 18, 2026 · 2 min readQuantitative Guide #76: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.118GuidesOctober 18, 2026 · 2 min readQuantitative Guide #77: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.119GuidesOctober 18, 2026 · 2 min readQuantitative Guide #78: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.120GuidesOctober 18, 2026 · 2 min readQuantitative Guide #79: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.121GuidesOctober 18, 2026 · 2 min readQuantitative Guide #80: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.122GuidesOctober 18, 2026 · 2 min readQuantitative Guide #81: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.123GuidesOctober 18, 2026 · 2 min readQuantitative Guide #82: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.124GuidesOctober 18, 2026 · 2 min readQuantitative Guide #83: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.125GuidesOctober 18, 2026 · 2 min readQuantitative Guide #84: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.126GuidesOctober 18, 2026 · 2 min readQuantitative Guide #85: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.127GuidesOctober 18, 2026 · 2 min readQuantitative Guide #86: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.128GuidesOctober 18, 2026 · 2 min readQuantitative Guide #87: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.129GuidesOctober 18, 2026 · 2 min readQuantitative Guide #88: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.130GuidesOctober 18, 2026 · 2 min readQuantitative Guide #89: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.131GuidesOctober 18, 2026 · 2 min readQuantitative Guide #90: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.132GuidesOctober 18, 2026 · 2 min readQuantitative Guide #91: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.133GuidesOctober 18, 2026 · 2 min readQuantitative Guide #92: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.134GuidesOctober 18, 2026 · 2 min readQuantitative Guide #93: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.135GuidesOctober 18, 2026 · 2 min readQuantitative Guide #94: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.136GuidesOctober 18, 2026 · 2 min readQuantitative Guide #95: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.137GuidesOctober 18, 2026 · 2 min readQuantitative Guide #96: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.138GuidesOctober 18, 2026 · 2 min readQuantitative Guide #97: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.139GuidesOctober 18, 2026 · 2 min readQuantitative Guide #98: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.140GuidesOctober 18, 2026 · 2 min readQuantitative Guide #99: Analyzing SEC Form 4, 13F & Congress Disclosures (2026-10-18)A practical deep dive into combining SEC Form 4 executive stock purchases, quarterly 13F institutional holdings and Congress PTR disclosures.141Fund holdingsOctober 17, 2026 · 2 min readWhat Form 13F Does Not Show: Six Blind Spots in Fund Holdings DataForm 13F is a useful snapshot of big funds' US stock holdings, but it omits shorts, most bonds, foreign stocks and everything that happens between quarter ends. Know the blind spots before you copy a fund.142Insider filingsOctober 17, 2026 · 2 min readMAR Article 19: How Managers' Share Trades Are Reported in Poland and the EUUnder the EU Market Abuse Regulation, company managers and their close associates must report their trades in the company's shares. Here is what is reported, how fast, and how to read it for GPW-listed companies.143GuidesOctober 17, 2026 · 2 min readInsider Buying vs Congress Buying: Which Signal Is Worth More?Corporate insiders and members of Congress both file public trade disclosures, but the data differs in speed, precision and meaning. A side-by-side comparison for anyone using either signal.144GuidesOctober 16, 2026 · 2 min readHow to Read an Earnings Report in 10 MinutesA practical routine for reading a quarterly earnings release: revenue quality, margins, GAAP vs adjusted EPS, free cash flow, guidance, and the red flags that headline numbers hide.145GuidesOctober 15, 2026 · 2 min readFree Sources for Insider, Congress and Fund Trades (and How to Use Them)Every filing behind insider, Congress and fund-holdings data is public. Here are the primary sources, what each one covers, and how to work with them without paying for a terminal.146Congress tradesOctober 14, 2026 · 2 min readHow Late Is Congress Trade Data? Measuring the Disclosure LagA member of Congress can legally report a trade up to 45 days later. Here is how to measure the real lag in a filing, what the late fee is, and why the delay changes how you should read the data.147GuidesOctober 13, 2026 · 2 min readShort Interest Explained: What It Shows, What It Hides, and How to Use ItShort interest counts shares sold short but not yet covered. Learn how it is reported, how to read days to cover and short percent of float, and why it is a weaker signal than it looks.148Insider filingsOctober 12, 2026 · 2 min readThe Proxy Statement (DEF 14A): What It Tells You About Pay and GovernanceThe proxy statement is where US companies disclose executive pay, board structure, major shareholders and related-party deals. Here is how to read a DEF 14A without drowning in it.149GuidesOctober 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.150Insider filingsOctober 10, 2026 · 3 min readWhat Is an SEC Form 8-K? The Filing That Reports Breaking Company NewsForm 8-K is how US public companies announce material events within four business days: deals, executive departures, earnings, bankruptcies and cyber incidents. Here is how to read it and which items matter.151Insider filingsOctober 9, 2026 · 4 min readHow to Read an SEC Form 4: Transaction Codes ExplainedA plain-English guide to SEC Form 4 insider filings: who files them, how fast, what each transaction code means, and why only two codes (P and S) reflect a real buy or sell decision.152Congress 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.153Insider 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.154Fund 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.155Congress tradesOctober 9, 2026 · 2 min readDo Members of Congress Beat the Market?A balanced look at academic studies of congressional stock trading: early evidence of outperformance, later work that contradicts it, and what it means for copy-trading politicians.156GuidesOctober 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.157Insider 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 4.158Congress tradesOctober 9, 2026 · 2 min readHow to Read a Congressional Periodic Transaction ReportA field-by-field guide to the Periodic Transaction Reports members of Congress file: owner codes, transaction types, notification date, amount ranges and what is easy to misread.159Insider 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.160Fund 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.161GuidesOctober 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.162Fund holdingsOctober 9, 2026 · 2 min readHow to Analyze 13F Changes: New, Added, Trimmed and Exited PositionsA practical method for comparing two quarters of a fund's 13F: classifying new, added, reduced and exited positions, sizing them as a share of the portfolio, and avoiding the common traps.163GuidesOctober 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.164Insider filingsOctober 9, 2026 · 1 min readForm 3 vs. Form 4 vs. Form 5: The Insider Filing FamilyHow the three Section 16 insider forms differ: Form 3 for a new insider's holdings, Form 4 for changes, Form 5 for the annual catch-up, and which one is useful for tracking trades.165Insider 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.166GuidesOctober 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.167GuidesOctober 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.168GuidesOctober 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.
See these filings as they land
Bourse collects Congress trades, SEC Form 4 insider filings and 13F fund holdings in one live feed, and flags insider buying clusters automatically. Free to start.
Bourse provides financial data and editorial information, parts of which are generated by AI. This page is for general education only. It is not personalised investment advice or a recommendation to buy or sell any financial instrument. Make your own decisions.