Plain-English explainers for the filings that move stocks.
Insider buying, 13F holdings, Congressional disclosures, halal screens. The same filings the wire reads from, written up so you can read them too.
Filings
SEC Form 4: What insider transaction filings actually tell you
SEC Form 4 is the disclosure officers, directors, and 10% owners must file within 2 business days of trading their own company's stock. Here's how to read it.
13F filings: How to track Berkshire, Bridgewater, and the rest of the smart money
Form 13F is the quarterly long-only equity disclosure that funds managing $100M+ must file. Here's what's in it, what's not, and how to read fund moves.
10b5-1 plans: The legal way for insiders to sell on a schedule
Rule 10b5-1 lets corporate insiders trade on a pre-set schedule without breaking insider-trading law. How the plans work and what changed in 2023.
Politicians
Halal
The AAOIFI halal stock screen: How financial ratios decide what's Sharia-compliant
AAOIFI sets the ratios that decide whether a stock is halal: debt to assets, interest income, and cash to receivables. The full rule set, explained.
Halal screens vs ESG screens: What's the same, what's different, where they conflict
Halal and ESG screens both exclude tobacco, weapons and gambling. On debt, interest income and oil and gas they part ways. The full side-by-side.
Signals
The InsiderScope consensus score: How we combine insider, fund, and Congressional signals
The consensus score combines source quality weights, signal volume, recency decay and cross-source bonuses into one number. Here is the actual math.
Insider cluster buying: Why multiple executive purchases beat a single big buy
Several executives buying the same stock within a tight window is cluster buying. Why research treats it as a stronger signal than any single buy.
Educational content. Not investment advice. InsiderScope aggregates publicly-available SEC and Congressional filings — past activity is not a guarantee of future returns. Consult a licensed advisor before acting on any signal.