Free calculators, SEC-verified stock data, and expert personal finance guides.
Form N-PORT is the SEC's monthly portfolio disclosure form for registered mutual funds, ETFs, and closed-end funds. After the August 2024 amendments, all three monthly reports per quarter become public on a 60-day lag — fully phased in by May 2026.
Form C is the SEC filing every Regulation Crowdfunding offering starts with. An engineer's plain-English walkthrough of the $5M cap, the C / C-U / C-AR family, and what to read on EDGAR before backing a Reg CF offering.
Engineer's guide to SEC Form 13H: large trader thresholds, LTID assignment, broker-dealer monitoring, and why this confidential filing sits outside the public EDGAR feed.
An engineer-built explainer of SEC Form 11-K: the annual report for employee stock purchase, savings, and similar plans, with EDGAR aggregation observations and educational reading tips for plan participants.
From the perspective of an engineer building a SEC EDGAR aggregator: what Form S-3 is, who can file it, how 424B takedowns chain off a shelf, WKSI eligibility, ATM mechanics, and common pipeline pitfalls. Educational only.
What SEC Form 3 and Form 5 actually disclose, when they are due, and how to read them on EDGAR alongside the more famous Form 4.