Net Sales Calculator: From Hours to Seconds in SEC Analysis
“In every job that must be done, there is an element of fun… you find the fun and snap! The job’s a game.”
– Lyrics from Mary Poppins’ “Spoonful of Sugar”
Sometimes finding the fun is elusive, especially when you’re doing a deep dive into SEC filings for the “Net Value” of the prospect’s stock sales—over a long period of time and for multiple companies. It’s a tedious task of opening and reading every insider transaction. Traditionally, this would take HOURS, if not DAYS, of work. What a real pain in the patootie!
Over the past few years of working with clients, it was suggested that this onerous task fell to the “newbie” as a SEC training exercise! But in reality, this task takes in-depth knowledge to understand.
Imagine, researching a prospect in EDGAR only to transcribe the details into a spreadsheet, manipulate the columns (requires some detailed knowledge of SEC codes), then write the formulas to let Excel eventually calculate the net result. That’s what I call cruel and unusual punishment. Perhaps that’s the reason many organizations give up on SEC filings all together because of the time to ROI ratio? Maybe, maybe not…
To combat this phenomenal waste of one’s intellectual energy, Kaleidoscope developed a “Net Sales” calculator to instantly deliver the “Net Value” of Insider stock sales.
Here’s a real-life example:
This person has been an executive or director at seven (7) public companies over the years. And over the last 36 months, accumulated more than $55.5 million dollars from cash compensation, stock sales and direct stock holdings.
Financial snapshot showing total compensation and holdings across seven public companies
The questions remain: What’s the cost of the stock sales? How much is that sale really money in the pocket? How much money has this person accumulated over the years from stock sales?
The Kaleidoscope Answer:
It’s a fast and easy 1-2-3 process. Within a person’s profile:
(1) Click on the Net SALES button.
(2) Specify the date range and Submit. In seconds, you’ll see the calculations.
(3) Instantly see the true value of stock sales.
The Kaleidoscope Net Sales calculator showing instant results with detailed transaction breakdowns
* Filters for Sale Transaction provide more granularity for the type of stock sale
** Filters for “Exercised” Transaction
Key Takeaways
- Net Sales feature on Insider Focus saves hours of time and effort. Leveraging its expertise in data extraction and AI-driven technologies, Kaleidoscope eliminates the need to manually compile wealth profiles or insider stock sales to see the real value of years and years wealth accumulation through stock sales.
- Current and Accurate. Database is updated in real-time from a direct SEC feed.
- Expert Knowledge Bridge. Kaleidoscope bridges the SEC filings knowledge gap with its 25 years of SEC processing experience, and deep knowledge of SEC regulations, and codes.
- Included as part of the Insider Focus platform.
Finally, “In every job that must be done, there is an element of fun, you’ve found the fun and snap! The job’s a game”… slightly modified lyrics
