SEC Signal Intelligence

We read the filings. You get the signal.

EDGAR publishes thousands of filings every business day. Raw notifications are a commodity — interpretation is not. Once a day, The Daily Filings takes the entire filing record, filters it to the forms worth analyzing, digs through the survivors with cross-filing analysis, ranks what it finds, and publishes one intelligence report. Thousands of filings in; a handful of findings out. Every claim is one click from the primary source.

What EDGAR gives you

“ABC Corp filed a Form 424B5.”

— every $29 alert service, verbatim
96 · Critical — Dilution Risk — ABC

New $60M ATM facility. Market cap ≈ $92M — maximum ATM capacity equals ~65% of current market cap. At the current price, full use could imply ~11.9M additional shares versus 18.2M outstanding.

The filing creates issuance capacity — it does not prove the company has already sold those shares. That distinction is stated, not blurred.

Direction: NEGATIVE · Urgency: IMMEDIATE · Confidence: 0.95 · Source: SEC 424B5

Four scores. Never one.

Collapsing an acquisition, a going-concern warning, and an insider purchase into a single bullish/bearish number destroys information. Every signal carries four independent properties.

Materiality

0–100

How important the event is to this specific company. A $50M offering is noise for a mega-cap and existential for a micro-cap — relative scale drives the score.

Direction

± / MIXED

Positive, negative, mixed, neutral, or unknown. A major acquisition can be genuinely MIXED — we say so instead of forcing a side.

Urgency

NOW → LATER

Immediate, today, daily digest, or research-only. A 13F is never urgent; a debt default always is.

Confidence

0.00–1.00

How certain the interpretation is. Low confidence is displayed, never hidden — a structured Form 4 parse scores higher than a form-type heuristic.

One report a day. Built like a funnel.

Because the product is daily, it can afford to dig. The pipeline throws away almost everything — what survives has earned its place, and the report is capped at the 50 most material findings so it is read, not skimmed.

3,552filings in the daily index
1,720NYSE / Nasdaq companies, structured-note & fund noise removed
147match one of the five signals, flagged for inspection
12findings worth your attention (max 50)

Real counts from the Aug 25, 2026 filing record. The live funnel heads every published report; only filings matching the five signals are ever opened — the rest are marked “no relevance,” one click from the SEC source.

Five signals that mean money. Not fifty alert types.

The edge is not speed — it is refusing to report noise. We track the five filing events that actually precede moves, and nothing else. Three run entirely on deterministic rules over structured SEC data; two add a focused document read. No “interesting” filler.

Insider conviction buyingDeterministicExecutives buying with their own money. Open-market purchases (code P) sized against the buyer's actual pay and existing stake, plus same-day buy clusters. A CEO spending 1.5× her annual total comp on open-market stock is the cleanest conviction signal filings produce — informed, expensive confidence, never a claim of pending news.
Accounting alarmsDeterministicNon-reliance on prior financials (Item 4.02), auditor resignations (4.01), and the 45-day cluster of governance red flags. The disclosures that reliably precede drops, restatements, and litigation — read straight from the item codes, no interpretation risk.
Dilution & serial financingDeterministicNot “filed an S-3” — the fourth capital raise in 90 days, the unregistered placement (Item 3.02), the ATM whose capacity equals 65% of the market cap. Capacity is always distinguished from completed issuance; proposed sales are never called sales.
Activist accumulationAI-assistedA new Schedule 13D, or a 13D/A where Item 4 shifts from “discussions with management” to “may nominate directors.” Someone with capital is building a position with intent — a genuine catalyst, flagged the day it files.
C-suite shake-upAI-assistedNot “CFO resigned” — resigned effective immediately, no successor named, filtered to the exits that are a tell: CFO, CEO, or auditor, and only the unscheduled ones. The routine board reshuffle never reaches the report.

The free tier shows the smoke, not the fire.

Public visitors see that a critical event exists and can always reach the SEC source. The interpretation — the calculations, the context, the “why it matters” — is the product.

Preview · XYZ — 94 Critical Event
Event type: Dilution
Calculated dilution: LOCKED
Why it matters: LOCKED
View source filing ↗Unlock intelligence →

Priced like research, not like alerts.

The comparison that matters is “could this keep me from missing a material filing?” — not “which alert email is five dollars cheaper.” Annual plans are ten months of monthly pricing.

Intelligence
$149/month · $1,490/yr
  • The daily intelligence report, every market day
  • All five signal types, up to 50 ranked findings a day
  • Cross-filing analysis: clusters, warning combos, financing depth
  • 100-company watchlist
  • Four-score model on every finding
  • Source evidence on every claim
  • 12 months of report history
Preview Intelligence
Team / API
$499/month · $4,990/yr
  • 3–5 seats, shared watchlists
  • REST API & webhooks
  • Higher rate limits & bulk export
  • Team alert routing
  • Audit history
  • Priority support
Preview Team / API

Preview build — subscriptions are not live yet. The daily report, filing wire, and filing analysis are fully functional against live EDGAR data.