What we do not cover

13F reports are due 45 days after each quarter ends, so the newest fund positions on any page describe the quarter that closed up to four and a half months ago. We load each 13F the day it is filed, which is as early as the law allows, and we never estimate a fund's current position from stale data.

We count open-market buys and sells (Form 4 codes P and S) by every reporting person over the last 180 days, including holders of 10% or more. TipRanks counts 90 days and excludes 10% holders. Both are correct readings of the same filings; the stock page shows the 90-day number and the 10%-holder share separately so you can reconcile.

FINRA publishes short positions twice a month. We show them as a percent of the free float where a float is known, and the row names the source and date of that float (Yahoo Finance, refreshed daily from outside the server). No SEC filing states a float. Where Yahoo has none, the row falls back to shares outstanding from the 10-Q cover page and says so.

Form 4 has carried a checkbox for trades made under a pre-scheduled 10b5-1 plan since 2023, but we only store it for filings from August 2026 onward. Older trades are marked unknown, never guessed.

Price history covers active U.S.-listed tickers from 2005. Names that were later delisted are missing, which flatters any backtest run on today's tickers. The backtest page states this survivorship caveat next to every result.

Members of Congress have up to 45 days to disclose a trade, and the House posts disclosures in irregular batches. A trade can be six weeks old on the day it first appears here. We show both the trade date and the disclosure date.

Schedules 13D and 13G have been machine-readable XML since 2024. Older stakes were parsed from text and can carry a wrong share count or percentage; stakes filed since 2024 are re-read against the original filing every night.

Closes come from a market data feed each evening. On illiquid stocks the feed sometimes revises a close after we stored it; the nightly refresh rewrites the last five sessions, so a revision lands within a day. Intraday prices are not shown anywhere.

Every ratio on a stock page is computed from the company's own XBRL filings and says what it was computed from. When a company did not tag a needed fact, or its quarters do not reconcile to its filed year, the ratio is withheld with the reason rather than filled from a third party.

Compensation figures come from the ecd: tags in proxy statements, which large filers began tagging for fiscal 2022. Earlier years and smaller reporting companies have no figure, and the page says so.

About 200 of our own rows are re-read against the original filing or source every night, across eight data sets, and 111 internal checks run alongside. The desk shows last night's result. A mismatch pages us the same morning.