13F Institutional Holdings: A Guide to SEC Fund Disclosure
Understand 13F institutional holdings and why these SEC filings lag the market. Learn how to track hedge fund portfolios and institutional …
Guides: How to Read SEC Filings
Plain-English guides to SEC filings, insider trades, earnings and deals — how the disclosures work, which ones matter, and how to follow them.
Understanding How News Moves Stock Prices: A Guide to SEC Disclosure
Learn how news moves stock prices through SEC filings and market mechanics. Understand Form 8-K, Regulation FD, and the rules of price disc…
Understanding 8-K Item 8.01 Other Events: An Investor Guide
Learn how companies use 8-K Item 8.01 other events to disclose news. This guide helps retail investors distinguish material updates from ro…
Mastering Merger Arbitrage: A Guide to the Deal Spread
Learn how merger arbitrage works, why deal spreads exist, and how to analyze SEC filings like Form 8-K and Schedule TO to evaluate M&A risk…
How to Listen to an Earnings Call: A Guide for Retail Investors
Learn how to listen to an earnings call, identify key financial insights, and understand SEC regulations like Regulation FD for better stoc…
Understanding Schedule 13G: A Guide to Passive Ownership Rules
Learn how a Schedule 13G filing impacts investors. This guide explains passive ownership thresholds, SEC filing deadlines, and differences …
After-Hours Earnings Reaction: A Guide to Post-Market Volatility
Learn why an after-hours earnings reaction happens, the SEC rules for Form 8-K filings, and why stock prices often reverse during the confe…
Understanding 8-K Item 5.02 Executive Departure Filings
Learn how to interpret an 8-K Item 5.02 executive departure filing, including SEC deadlines, director disagreements, and impact on retail s…
Understanding the Tender Offer: A Guide to Acquisitions and Buybacks
Learn how a tender offer works for corporate acquisitions and share buybacks, including SEC rules, filing timelines, and key Schedule TO re…
Mastering Earnings Guidance: A Guide for US Stock Investors
Understand earnings guidance, how SEC rules like Regulation FD govern disclosures, and why markets react to management forecasts in this co…
Mastering Schedule 13D Filings: A Guide to Activist Investors
Learn how Schedule 13D filings reveal activist investor stakes above 5%, including essential SEC deadlines, disclosure requirements, and gr…
Understanding Pre-Market Stock News: A Guide to SEC Disclosure Rules
Learn why pre-market stock news arrives before the open, the SEC rules governing 8-K filings, and how Regulation FD ensures fair access for…