Understanding 8-K Item 2.02 Results of Operations for Investors
Learn why the 8-K Item 2.02 results of operations is furnished, how it differs from filed reports, and the impact of Regulation FD on earni…
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. Page 2.
Understanding Stock Offering Dilution: A Complete Investor Guide
Understanding stock offering dilution is vital for retail investors. Learn to calculate equity impact using SEC filings like Form 424(b) an…
Understanding an Earnings Beat or Miss: A Guide for US Investors
Learn what an earnings beat or miss means for your portfolio, how SEC filings like Form 8-K reveal results, and why analyst consensus estim…
Understanding the Rule 10b5-1 Trading Plan: SEC Rules and Amendments
Learn how a Rule 10b5-1 trading plan protects insiders from illegal trading claims and explore the 2022 SEC amendments, cooling-off periods…
Mastering 8-K Alerts for SEC Filings: A Retail Investor Guide
Learn how to set up 8-K alerts to monitor material events in US-listed companies. Filter by Item type and company size for precise stock ma…
Understanding the 8-K Item 1.01 Material Definitive Agreement
An 8-K Item 1.01 material definitive agreement filing alerts investors to key business deals. Learn how to analyze these SEC filings for US…
Mastering the At-the-Market Offering: An Investor's Guide
Understand how an at-the-market offering works, including SEC Rule 415 requirements, the role of sales agents, and the impact on share pric…
Decoding the Insider Buying Signal: A Guide to SEC Form 4 Analysis
Learn how to interpret an insider buying signal using SEC Form 4 filings. Understand Rule 10b5-1, reporting deadlines, and research on stoc…
Mastering Stock News Alerts: A Guide to SEC Filing Events
Learn how to use stock news alerts to track Form 8-K, Form 4, and Schedule 13D filings. Cut through market noise with expert-level SEC disc…
Mastering the Form 8-K Items List: A Retail Investor Guide
Learn how to navigate the Form 8-K items list to identify market-moving events. Our guide breaks down SEC filing requirements, deadlines, a…
Understanding Earnings Per Share: Basic vs. Diluted EPS Guide
Learn how to calculate and compare earnings per share. This guide covers basic vs. diluted EPS, SEC filing rules, and critical data for ret…
Form 4 Insider Trading: Decoding Transaction Codes and Rules
Learn how to decode Form 4 insider trading filings, understand transaction codes like P, S, A, and M, and track SEC reporting requirements …