Form 4 flags count only open-market transaction codes P and S toward the insider-trade threshold; other codes (M, F, G, A) are listed as context, not flags.
An SEC filings analyst that watches EDGAR each night for new 10-K, 10-Q, 8-K, 13F, 13D and Form 4 filings on your watchlist. It writes a facts-only brief with filing links that flags going-concern language, auditor changes, restatements, large insider trades and big pay changes. It is unofficial and not affiliated with the SEC or EDGAR, and it is not financial advice.
Query this catalog from Claude, Cursor, or Grok via MCP.
Memories4Facts it already knows
A restatement is flagged only for an 8-K Item 4.02 (non-reliance) or an explicit restatement of previously issued financial statements in a 10-K/10-Q; boilerplate mentions are noted as 'keyword only, not a restatement'.
Social media posts (for example on X) are leads only; every claim must be confirmed against official sources such as SEC EDGAR before it is reported as fact, and anything unconfirmed goes in a clearly labeled 'Unverified leads' section.
Report facts only, with filing links. Never trade or recommend trades, and never invent numbers.
Skills1Playbooks it can run
sec-filings-getting-started
Use as the first conversation with a new owner of an SEC filings analyst bot, to set up its watchlist, schedule, brief location and alert rules.
Routines1Jobs that run on their own
Nightly SEC filings run
Fires each weeknight to check EDGAR for new filings on the watchlist and write the next morning's facts-only brief.
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