Monitor
A rolling three-month feed turns new EDGAR filings into concise, timestamped event signals.
LIVE SEC EDGAR INTELLIGENCE
Special Situations Tracker
A focused intelligence layer for the corporate events that move value: activist positions, M&A, capital returns, strategic reviews, guidance changes, restructurings, and more.
--TRACKED SITUATIONS
--COMPANIES
--EVENT CATEGORIES
2014-26RESEARCH WINDOW
LATEST SIGNALS
CONNECTING TO EDGAR
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FROM FILING TO THESIS
One workspace for event-driven research
Source-linked SEC intelligence, structured for screening today and studying outcomes over time.
Investigate
Search the retained archive by company, ticker, filer, category, sector, and market cap.
Connect
Follow company timelines across ownership changes, strategy decisions, guidance, and transactions.
Evaluate
Compare post-campaign returns, SPY-relative outcomes, drawdowns, and recurring trajectory archetypes.
TRACKED CATALYSTS
The events behind changing expectations
ACTIVIST CAMPAIGNSMAJOR STAKEHOLDERSM&A
DIVESTITURESSTRATEGIC REVIEWSGUIDANCE & OUTLOOK
CAPITAL RETURNSTENDER OFFERSRIGHTS ISSUES
RESTRUCTURINGSINSOLVENCYLIQUIDATION
RESEARCH LAYER
Study the path, not just the announcement
Campaign timelines connect observed actions with quarterly and multi-year price outcomes. Point-in-time fundamentals and unsupervised trajectory groups help separate repeatable patterns from compelling anecdotes.
- ENTRY
- First tradable session after the observed filing
- HORIZONS
- 3M / 6M / 9M / 1Y / 2Y / 3Y / 5Y
- BENCHMARK
- Absolute return and performance versus SPY
- PROVENANCE
- Every event links to its original SEC filing
Built for disciplined review of complex corporate change.
SEC EDGAR
Live Feed / Special Situations
Rolling three-month filing window
CONNECTING
0SITUATIONS
0COMPANIES
0CATEGORIES
--DATE RANGE
SECTOR
MARKET CAP
PAST THREE MONTHS
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CAMPAIGN OUTCOMES
| ACTIVIST / START | 3M | 1Y | 2Y | 3Y | 5Y |
|---|
TIMELINE
CASE LIBRARY / 1-YEAR OUTCOMES
GOOD CASES
BAD CASES
UNSUPERVISED TRAJECTORY MAP
| ARCHETYPE | CASES | 3M | 6M | 1Y | VS SPY | MAX DRAWDOWN | REPRESENTATIVE CASES |
|---|
--OBSERVED CAMPAIGNS
--1Y OBSERVATIONS
--1Y WIN RATE
--1Y VS SPY
PERFORMANCE BY HORIZON
| HORIZON | OBS. / ELIGIBLE | MEDIAN RETURN | WIN RATE | MEDIAN VS SPY | OUTPERFORM | AVG. DRAWDOWN |
|---|
| GROUP | OBSERVATIONS | MEDIAN RETURN | WIN RATE | MEDIAN VS SPY | OUTPERFORM |
|---|
| COMPANY | ACTIVIST | STARTED | RETURN | VS SPY | MAX DRAWDOWN |
|---|