Insider Forms 8.3

Our application offers a convenient and comprehensive solution for investors seeking information on insider trading, institutional and hedge fund holdings and trades, trading halts, short volume, and more. It is designed to provide global investors with valuable insights in a user-friendly and informative manner.

Key Features:

• Real-time information on insider trades, institutional filings, and 8-K filings with SEC.
• Create unlimited watchlist items for your favorite stocks or institutional firms and receive notifications for all your watchlist items.
• Access to historical data for insider trades (1 year), institutional holdings Form 13F (2 quarters), Form 13G (2 years), Form 13D (2 years), and 8K filings (3 months).
• Interactive charts for comparing current and prior quarters of Form 13F, along with a summary of all portfolio changes.
• Easily filter insider trading (Form 4) information based on insiders and view all Form 13F, 13G, and Form 13D filings based on company/ticker.
• Daily short volume data.
• Trading halt alerts.

What is Form 4:

Form 4 is a document that individuals must file with the SEC whenever there is a material change in their holdings as company insiders. This includes directors, officers of the company, and any shareholder owning more than 10% of the company's stock. Form 4 provides information such as the insider's name, their relationship to the company, the number of shares traded, and the price at which they were traded. The form must be filed within two business days from the end of the day the transaction occurred. The app provides historical information on Form 4 filings for up to the past year.

What is Form 13F:

Form 13F is a quarterly report filed by institutional investment managers with at least $100 million in equity assets under management. It discloses their U.S. equity holdings to the SEC and offers insights into the investment strategies of major players in the market, such as mutual funds, hedge funds, trust companies, pension funds, insurance companies, and registered investment advisers. These reports must be filed within 45 days of the end of a calendar quarter and include detailed information about each security over which the manager has investment discretion. This includes the name, class, number of shares held at the end of the reporting quarter, and the total market value. Form 13F filings provide investors with valuable insights into the holdings and strategies of top financial institutions.

What is Form 13D/Form 13G:

When a firm, person, or group acquires 5% or more of a company's shares, they are required to file a beneficial ownership form. This can either be Form 13D or Form 13G. The disclosure must be made within 10 days of the transaction. If an investor's stake is greater than 20% or they intend to influence management decisions, they are considered an activist investor and must file Form 13D. If an investor does not intend to influence management decisions, they are considered a passive investor and must file Form 13G.