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Free guides on reading SEC filings, understanding insider trades, institutional holdings, and corporate events.
SEC Filing Types
What Is a Form 4?
How SEC Form 4 works — who files, when, what each field means, and how to find them on EDGAR
SEC Filing TypesWhat Is a 13F Filing?
Quarterly institutional holdings reports — who must file, what’s disclosed, the 45-day delay, and limitations
SEC Filing TypesWhat Is an 8-K Filing?
Material event disclosures — filing deadlines, the item numbering system, and what “material” means
SEC Filing Types13D vs 13G: Activist and Passive Ownership
When investors cross 5% ownership — the difference between activist (13D) and passive (13G) disclosures
Key Concepts
Legal vs Illegal Insider Trading
The difference between lawful insider transactions under Section 16 and unlawful insider trading under Section 10(b) and Rule 10b-5
Key ConceptsHow Insider Trade Scoring Works
What Akivus measures when scoring a filing — each factor explained, what they indicate about trade context
Key ConceptsWhat Are 10b5-1 Trading Plans?
Pre-arranged trading schedules — how they work, why they exist, and what the 2023 SEC amendments changed
Practical Guides
How to Find SEC Filings on EDGAR
Step-by-step guide to navigating the SEC’s EDGAR system — company search, full-text search, filing types, and practical tips
Practical GuidesHow to Read Institutional Holdings Data
Interpreting 13F data — position changes, new positions, exits, and quarter-over-quarter comparison
Practical GuidesUnderstanding 8-K Item Types
What each current report item means — from Item 1.01 (material agreement) to Item 9.01 (financial exhibits)