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...
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...
SEC Revamping Activist Investor Disclosures
SEC Revamping Activist Investor Disclosures SEC Adopts Final Rules Accelerating Beneficial Ownership Reporting The newly adopted rules greatly enhance the speed and efficiency of beneficial ownership reporting by activist investors and institutional investors, promoting transparency in a marketplace that has previously allowed certain investors to acquire significant amounts of a...
Insider Focus Expands SEC Insider Research
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...
Announcing Kaleidoscope Version 2
Version 2.0 of Kaleidoscope has arrived! Kaleidoscope will be moving to Version 2 as of March 1, and we will convert any saved searches or alerts to the new system for your convenience. Here are a few items that are only available on Version 2. Our focus during our development has been...