Insider Focus Expands SEC Insider Research
When clients speak . . . we listen and act. This month we’ve added a few great features to streamline prospect research with accurate, current and complete information extracted from SEC filings and stock prices. In addition to aggregated wealth data, detailed profiles, visual mapping of business relationships, and filters for gifting history, major insider sales, holdings and compensation, these new features focus on accuracy and real-time updates.Â
Check it out . . .
“Net” Value of Stock Sales Insider Focus calculates the “net” value to display the true value of the insider’s stock sale.Â
 Unique ID #s for Every Insider for Accurate Matching. Each person now includes the unique identifier (CIK) given to every executive or director that has been awarded shares. Â
Alerting. Now you have the option to set alerts for sales of shares by alumni or known donors, new alumni discoveries, and changes in compensation. You will receive these alerts daily via email.
Watchlists. You now have the option to upload or create a list of known donors under My Kspace. Creates profiles with valuable insights, or alerts on new SEC related activities.