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Robust Searching
- Search with pinpoint accuracy – keyword, phrases and advanced boolean operators.
- Section search on 10-K’s, 10-Q’s, 8-K’s and 20-F’s.
- Company Search – (1994 to present) displays 12 layers of related information from SEC filings, stock data, earnings call transcripts, extracted insider information, extracted Institutional holdings, fundamental financial data, BOD Affiliations, executive & director compensation, news and key events.
- Director/Officer Search – delivers up to 6 layers of related information on any executive officers or directors.
- Compare – automatically displays added/deleted language between filings, exhibits or agreements.
- Drill Down – search within a search.
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Surfaced Data
Faster and easier. Extracted, organized and integrated data saves time.
- Agreements – categorized and alphabetized; clause searching made easy.
- Exhibits – Bylaws, articles of incorporation, subsidiaries, accounting firm reports, etc.
- Executives and Directors – Bios, agreements, compensation, affiliations, and stock holdings.
- Insider Transactions – snapshots of shareholdings, current value, past transactions, and buying or selling trends.
- Institutional Holders (13F data) – trend-charts calculate the % of change QoQ, who’s buying, who’s selling.
- Key Events – trends, hits in context, filings and volume filterable by month, industry, company and SEC filing type.
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Data Visualization Tools
Immediate comprehension 60,000 x faster than reading text.
- Data-driven charts and graphs convey meaningful statistics and quantitative metrics about all search results.
- Dynamic metrics calculated in real-time based on new criteria or filter.
- Interactive charts filter results for a quick drill down with pinpoint accuracy.
- Color-coding delineates sections for easier identification and enables faster recognition of different types of filings throughout the system.
