Understanding Real-Time SEC Filing Alerts and EDGAR Data
Learn how real-time SEC filing alerts function within the EDGAR system. Discover deadlines for 8-K and Form 4 filings plus the latest SEC r…
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 3.
Mastering the SEC EDGAR Search for US Stock Research
Learn how to use the SEC EDGAR search tool to find 10-K reports, insider trades, and 8-K filings for US-listed companies with this step-by-…
What Is an 8-K? How to Read the SEC's Current Report
The 8-K is how US companies tell investors about major events between quarterly reports. Here is what it contains, when it is due and how t…
How to Read a Quarterly Earnings Release
Revenue, margins, EPS, GAAP versus non-GAAP and guidance: the lines that matter in a US company's quarterly results, and where to find them.
Convertible Notes Explained: What a Convertible Offering Means for Shareholders
Coupon, conversion price, conversion premium and capped calls: how convertible notes work, and why they matter to people who own the stock.
How a Merger or Acquisition Works: From Announcement to Closing
Definitive agreements, deal premiums, antitrust review, shareholder votes, tender offers and break fees: the steps between a deal's announc…