12 Prospect Research Essentials
12 Prospect Research Essentials . . . Liquid Cash (salary, bonus, non-equity incentives) "Net Value" of Stock Sales All Dates - Stock Sales Stock Gifting History Today's Value of Current Holdings (direct and indirect) Biographies & Pictures Board Relationships (current and historical) Alumni Discovery Employment/Severance Agreements Future Vesting Dates Import...
12 Prospect Research Essentials . . .
- Liquid Cash (salary, bonus, non-equity incentives)
- "Net Value" of Stock Sales
- All Dates - Stock Sales
- Stock Gifting History
- Today's Value of Current Holdings (direct and indirect)
- Biographies & Pictures
- Board Relationships (current and historical)
- Alumni Discovery
- Employment/Severance Agreements
- Future Vesting Dates
- Import Known Donors Watchlist
- Real-Time Alerting
Insider Focus Is the “must-have” tool that summarizes wealth data, board relationships and much more, all aggregated from SEC filings for any person (known donors, parents, alumni, executives, directors) in a public company. Streamline prospect research and eliminate hours of digging through SEC filings.
To learn more, see our BROCHURE. Visit BOOTH 208 at APRA 2023
Profiles show "Net" Value of Stock Sales
- Calculates “Net Value” of each stock sale
- Stock trend charts
- Direct & Indirect stock sales
Major Stock Sales & Vesting Dates
Keys to Major Gifts
Filter for recent large stock sales, receive alerts on future sales, or identify future vesting dates on stock options/awards.
Plan Ahead for Liquidity Events.
Create alerts on people and vesting dates to give development teams the info needed for potential future gifts of securities or cash.
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