Methodology & limitations
Understand what is calculated, what is entered, and what remains unknown.
Calculation rules
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.
Limits that matter
A reported purchase is not an investment recommendation. Form 4 interpretation can depend on footnotes and ownership relationships.
Examples, imports, and source evidence
Example records are illustrative and are not a current public database. CSV and JSON imports are processed locally. A source URL supplied by a user does not mean that the publisher or this tool has independently audited that record. Missing specifications remain unknown. Inspect source dates and revisions before acting.
Reproducible results
Export a JSON plan to preserve the inputs and method version. Table exports contain the complete result, not just the currently displayed page. The printable report includes all result rows. A saved plan stays on this browser until you delete it or clear browser storage. Calendar exports create a snapshot of dates, not continuously updated alerts.
Corrections and commercial independence
Report calculation issues through the linked public source repository using an anonymized reproducible example. Do not include private addresses, serial numbers, personnel records, financial statements, or license-restricted data in a public issue. Advertising cannot change calculations, compatibility warnings, organic order, or source interpretation.