Insider Filing Context Tracker / no guesswork hidden

Read the filing. Not just the headline.

Separate reported purchases from grants, exercises, investment-fund activity, and amendments. Follow every transaction back to its source.

No sign-inLocal calculationsEditable assumptionsSource-linked methodology

Your workspace

No live feed is connected. Import your own records, or use a clearly labeled example.

01 / Set your assumptions

Make it your own.

Import source records, then refine the view.

0 records

Ownership transactions

Import a CSV using the template, or edit records below. Data stays in this browser.

Edit records Start with a row or import a CSV
AccessionTransaction IDTickerFiler CIKFilerRoleCodeSecuritySharesPriceTrade dateFiled dateAmendmentFootnoteSourceRemove
Your working plan

What the transactions actually say.

Computed locally
Context before conviction

Code P includes open-market or private purchases. It is not, by itself, proof of an open-market discretionary trade. Read the footnotes.

Reported P-purchase value$0.00Non-derivative, non-amended, non-fund rows with a price
Distinct purchase filers0Based on imported filer identifiers
Amendment rows0Not counted again as independent purchases
Rows needing price review0Unknown prices are not treated as zero

Before you act

  • 0 repeated accession/row IDs removed; 0 conflicting IDs excluded.
  • Multiple reporting owners can describe one economic transaction. Do not treat filer counts or summed shares as unique economic demand.
  • No market prices, subsequent returns, or performance rankings are inferred.

Transaction context

No matching records. Add records or adjust your filters.
Calculation notes & limitations

P: purchase; S: sale; A: grant or award; M: exercise or conversion; F: tax or exercise-price withholding; G: gift. Each code still requires filing context.

Amendments are retained for inspection, not treated as new discretionary transactions. Accession number plus explicit transaction ID is the deduplication key.

Entity identity and ownership relationships must be reviewed against SEC identifiers. Similar names are not automatically merged.

Saving is optional. Files and records never leave your browser through this app.
02 / Look under the hood

The method is part of the tool.

Import normalized ownership rows with accession, filer identifier, transaction identifier, dates, and source links.

Keep derivative transactions, amendments, and investment-fund activity separate from the purchase subtotal.

Deduplicate repeated rows, exclude conflicting copies, and preserve footnotes and unknown prices.

Read the full methodology
03 / Know the boundaries

Evidence before certainty.

A reported purchase is not an investment recommendation. Form 4 interpretation can depend on footnotes and ownership relationships.

These are reference sources, not evidence that example records have been verified. Imported records retain the source links you provide.

Field notes / Filing Context