Blog & Insights

Stay informed with the latest trends, insights, and updates from the world of securities research and financial data analysis.

Insider Focus: Enriched With 990 Connections
Prospect Research
March 06, 2025

Insider Focus: Enriched With 990 Connections

All results lists are cleaner and easier to read delivering vital information about each corporate insider with icons and  links to related 990 data.  Located under the Name are 2 icons representing: (L-R) Stock Gifts, Non-profit Foundation, plus the TICKER quick hover to quickly view the stock price history for each...

Read More
“Beat the Clock” on Insider Research? … Game On!
Business
October 30, 2024

“Beat the Clock” on Insider Research? … Game On!

Insider Lists and Profiles in Seconds. . . Not Hours! If you're spending hours collecting corporate insider data from internet websites, news, stock prices and SEC filings, or if you're still doing manual calculations for “net” sales amounts and stock gift values. . . stop now, HELP is here!Time is...

Read More
Insider Focus Client Centric Features
Advancement, Business, Prospect Research, SEC Filings, SEC Research
July 25, 2024

Insider Focus Client Centric Features

New this summer, Kaleidoscope launched a webinar series and gained even more valuable insight into the needs of Advancement Teams and Researchers in an ever-changing landscape. From Data extracted into easily downloadable excel to more specific filters, search by title and industry, and specific time period search, we continue to...

Read More
The Expressway to Corporate Insider Wealth and Connections
Advancement, Business, News, Prospect Research, SEC Filings
June 05, 2024

The Expressway to Corporate Insider Wealth and Connections

Believe it or not, SEC filings are a rich source of wealth and relationship information on corporate insiders. Oh, you could manually scour EDGAR (sec.gov), but it's a time-intensive, soul-sucking journey. It's kinda like getting stuck behind a tractor on a 2-lane country road when you're in a hurry. Researching...

Read More
FinTech Sandbox Partnership​
Business, News, SEC Filings
May 22, 2024

FinTech Sandbox Partnership​

FinTech Sandbox Partnership MAY 22, 2024 – DALLAS, TEXAS. Today, KALEIDOSCOPE becomes a Data Partner within the Fintech Sandbox Data Access Residency fulfilling a need for critical validation links from financial data to searchable, source securities filings. Fintech Sandbox is a unique, non-profit data source for entrepreneurs enabling them to...

Read More
Analyzing Past, Present and Future Insider’s Wealth
Advancement, Business, Prospect Research, SEC Filings, SEC Research
May 09, 2024

Analyzing Past, Present and Future Insider’s Wealth

One of the key benefits of leveraging SEC filings is the ability to analyze past, present, and future insider wealth trends. By examining historical data, researchers can identify compensation trends, stock gift values and cycles of giving, which can impact fundraising strategies. This type of 'surfaced' analysis provides valuable insights...

Read More
Real-time Alerts on Corporate Insiders
Advancement, Business, Prospect Research, SEC Filings
April 17, 2024

Real-time Alerts on Corporate Insiders

There's nothing worse than giving a frontline officer 'stale' information on a prospect or donor. Imagine scheduling a visit only to find the prospect has changed jobs or companies, or the data you're working with is from two or three years ago. Your advancement teams need real-time alerts on Wealth...

Read More
Proxy Fights: Activist Investor’s Effect on Fundrasing
Advancement, Business, Prospect Research, SEC Filings
April 07, 2024

Proxy Fights: Activist Investor’s Effect on Fundrasing

Spoiler alert! The growing pushback from activist investors towards corporate management is becoming more evident, with over 732 filings in the past 12 months providing insight into ongoing Board-level conflicts. The historic date of March 6th, 2024, marked a record-breaking number of proxy fight submissions to the SEC EDGAR system....

Read More
SEC Filings . . . a Garden of Charitable Giving
Advancement, Business, Prospect Research, SEC Filings
April 01, 2024

SEC Filings . . . a Garden of Charitable Giving

When it comes to charitable gifting, vital information about an insider's wealth and affinity for donating cash or gifting stock remains a valuable clue for foundation advancement teams.  One reliable source is SEC filings. It's a veritable garden of happy surprises, often buried in the footntotes of insider filings and...

Read More
Timing the ‘Ask’
Advancement, Business, Prospect Research
March 22, 2024

Timing the ‘Ask’

One of the key elements of fundraising is having an up-to-date and accurate understanding of changes in a potential donor's financial situation. This information is critical to the timing of an "Ask". Our clients are clear about the necessity for timely and accurate data. So, let's review a few elements...

Read More
New features on Kaleidoscope’s Insider Focus
Advancement, Business, Prospect Research
March 08, 2024

New features on Kaleidoscope’s Insider Focus

Kaleidoscope’s Insider Focus released new features over the past 6 months, communicating and innovating with our clients! Great strides have been accomplished because of your feedback. Net Value of Stock Sales – Insider Focus calculates the NET of the sale when a conversion occurs, deducting the exercise price from the gross...

Read More
Showing 12 - 22 of 51 articles

Stay Updated

Subscribe to our newsletter and never miss the latest insights and updates from Kaleidoscope.