Export Insider Focus Results to Excel
When it comes to prospect research and development, having accurate and timely wealth data is crucial. Are you equipped with the most comprehensive and up-to-date list of wealth data extracted from SEC filings?
And if you’re looking to organize your list of prospects based on specific wealth data points, we’ve got you covered. Introducing Insider Focus, which displays 12 key data points for over 100,000 insiders who are executives, directors, or 10% shareholders in a public company extracted from SEC filings. This data, along with links to the corresponding filings, is presented in a user-friendly tabular format on Insider Focus, and can be exported to Excel. Here’s how . . .Â
1. To conduct a comprehensive search in Insider Focus, utilize any of the parameters available in the left column. In this case, we used our Watchlist of Billionaires. (Note: If you’re looking to identify high net worth individuals in general, make use of the city and state location or Insider filters for share information. For more specific results, consider searching by your watchlist of people and known donors, or University/Education, a company name, or an individual’s name.)
2. The list of names and associated wealth data, along with convenient links within Kaleidoscope’s database to the corresponding filings, are displayed in a user-friendly tabular format on Insider Focus. To export this data to Excel, simply locate the three vertical dots in the top right-hand corner of your screen and choose the “Download to Excel” option.
3. The resulting report will contain the list of individuals as well as 12 key wealth and relationship indicators.
To make this example more visually apparent, we have added 3 eye-catching color highlights to draw your attention to important columns and rows. With the user-friendly features of Excel, you have the flexibility to sort or customize this report according to your specific needs.
And don’t forget, each of the links (Latest Sale Filing and Profile) will give you direct access to the referenced data.
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