Filings
Unified filings browser with category tabs, enriched columns, deep filtering, insider charting, and real-time updates.
Filings
Available to everyone, no account required.
Updated
Overview
The Filings page is the most feature-rich data page on the platform. It is the unified filings browser with filings organised into category tabs: All Filings, Periodic Reports (10-K/Q/20-F), Current Events (8-K/6-K), Insider Activity (Form 3/4/5/144), Proxy & Governance, Offerings (S-1/S-3/424B), and Correspondence.
Each tab has its own set of enriched data columns pulled from AI analysis. Periodic Reports show Revenue, Net Income, EPS, Going Concern, and Material Weakness. Insider Activity shows Owner, Title, Transaction Type, Shares, Price, and more. Offerings show deal terms including underwriter and auditor risk flags.
How it works
Category Tabs
Seven tabs organize filings by type. Each tab shows different enriched data columns alongside the base filing information.
Form Type Badges
Each SEC form type has a distinct color for quick scanning.
Enriched Data by Tab
Each tab surfaces different data extracted from filings. Financial metrics include change indicators, insider data shows transaction details, and offerings data flags risk signals.
Offerings Risk Flags
The Offerings tab flags high-risk underwriters, auditors, and offering characteristics. Flagged entities appear in red.
What you can do
Browse & Organise
- Seven category tabs: switch between All, Periodic, Events, Insider, Proxy, Offerings, and Correspondence to get the right enriched columns for each filing type
- Smart column visibility: each tab auto-selects relevant data columns — Revenue and EPS for periodic filings, transaction details for insider activity, deal terms for offerings
- Real-time new-filing banner: see how many filings arrived since you opened the page, and load them with one click
- Table or card view: toggle the layout that suits your workflow
- Personal notes: annotate any filing for future reference — notes are searchable and persist across sessions
- CSV export: download the current filtered view for offline analysis
Filter & Find
- Deep filtering: narrow by company, date range, form type, sector, market cap presets (Nano to Mega Cap), AI summary availability, or watchlist membership
- Insider-specific filters: isolate open-market buys, sells, or option exercises, and toggle the volume bar chart
- Events filter: drill into specific 8-K item types
- Risk flags on Offerings: warning badges highlight flagged underwriters and auditors so you spot red flags before reading the filing
Compare Periods
- One-click comparison: open any 10-K or 10-Q and click Compare — the system auto-selects the prior comparable period (YoY for annuals, QoQ for quarterlies)
- Metrics at a glance: Revenue, Net Income, EPS, and Cash Position shown with delta bars and percentage changes
- Risk transitions: see immediately if Going Concern or Material Weakness status appeared, resolved, or changed
- Section-by-section diff: colour-coded additions (green) and deletions (red) with character-level change stats — expand one section or all at once
AI Analysis (Pro)
- Evidence-linked narrative: GPT-5.4 reads every section diff and surfaces the most important changes with severity ratings and cited excerpts
- Executive summary, key insights, and watch items: generated on demand so you get the full picture without reading every page
- Verify any claim: every AI insight includes source excerpts you can cross-check against the filing text
Tips
- ▸Switch tabs to get contextually relevant enriched columns — Insider Activity shows transaction details, Periodic shows financials, Offerings shows deal terms
- ▸Use the "Watchlist only" toggle to restrict filings to companies you are actively tracking
- ▸The "Has AI summary" filter lets you find filings that already have machine-generated analysis ready to read
- ▸On the Insider Activity tab, enable the bar chart toggle to visualise buy/sell volume patterns over time
- ▸Use market cap presets to quickly screen for micro-cap or mega-cap filings without typing numbers
- ▸The new filings banner is a lightweight way to stay current without refreshing the page
- ▸Add notes to filings you want to revisit — they are searchable and persist across sessions
- ▸Check the risk flag badges on Offerings to spot deals with flagged underwriters or auditors
- ▸Use Compare Periods on any 10-K or 10-Q to instantly see what changed — the AI highlights the most important shifts so you do not have to read every section
- ▸Click Expand All in the Section Changes card to review every section diff at once — all diffs are prefetched for instant loading
- ▸Generate the AI Comparison Analysis when you want a narrative summary — it cites specific evidence from the filing text so you can verify each claim
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| ⌘F / Ctrl+F | Open in-document search when viewing a filing |
| Escape | Close in-document search |
Related Pages
Full-text and semantic search across filings and documents with four search modes and advanced filters.
Full-screen infinite canvas for deep-dive analysis with AI assistance, multi-panel layouts, and save/export.
Company directory with search, bookmarks, recent history, and links to detailed company profiles.
Create and manage company watchlists and keyword alert monitors for filing surveillance.