Investment Research Guides
Practical guides to reading SEC filings and tracking institutional, insider, activist, and congressional trading activity.
What Is a 13F Filing?
Understand the quarterly SEC report that discloses what hedge funds, mutual funds, and other institutional investors actually own.
Insider Trading: How to Track Form 4 Filings
Learn how corporate insiders - CEOs, directors, and officers - report their stock purchases and sales to the SEC.
Activist Investing: Understanding 13D/13G Filings
Discover how activist investors like Carl Icahn and Elliott Management disclose large ownership stakes and push for corporate change.
Congressional Stock Trading and the STOCK Act
Explore how members of Congress are required to disclose their stock trades and what that data reveals about political investing.