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 sale price. One less step in the wealth screening process.
CIK (Central Index Key) Addition – Accurately identifying an individual is important. So now you’ll see CIK (the SEC’s unique identifier) assigned to every executive or director who has insider shares.
Alerting. You’ll receive those in real-time, daily, or weekly by email.
- In the news, new SEC mentions,
- New sales of shares by alumni or known donors,
- New transactions of all types
- New alumni that are not in the current data set, changes in compensation.
Watchlists. Under My KSpace, you can now upload a file or create a list of known donors to see Profiles, search insider trades and receive alerts on new activities.
Export Wealth Data. Now search for list of alumni or known donors by any criteria and download the total 3-year wealth data into an Excel spreadsheet with verification links for quick and easy review. You’ll shine like a star when you share this report with colleagues on special projects or development officers.
Download Insider Focus Profiles to PDF. Select the sections of data you want, then bingo, you have biography, education data, financial summary, business affiliations map, company contacts, as well as details on compensation, share sales/transactions and today’s current value of direct and indirect holdings.
Not yet an existing client, sign up for a demo! – support@kscope.io
