When a private US company decides to go public, the document that starts everything is SEC Form S-1. It is the registration statement a domestic issuer files be...
Building FinanceTrackDaily on the SEC EDGAR API, I spend a lot of time watching which filings move markets and which ones quietly reshape who controls a company...
Building FinanceTrackDaily on the SEC EDGAR API, the filing that taught me the most about the rhythm of public-company disclosure was not the annual 10-K — it...
Building FinanceTrackDaily on the SEC EDGAR API, I read a lot of filings that retail investors obsess over — 10-K annual reports, 8-K material events, Form 4 ...
Building FinanceTrackDaily on the SEC EDGAR API, I spend most of my time inside filings that move markets — 10-Ks, 8-Ks, Form 4 insider trades. Form SD is not...
Building FinanceTrackDaily on the SEC EDGAR API, I spend a lot of time staring at filing schemas that most retail investors never open. Form N-PX is one of thos...
Building FinanceTrackDaily on top of the SEC EDGAR API, I spend a lot of time watching filings stream in for the 3,400+ U.S. issuers we aggregate. Among the wel...
Building FinanceTrackDaily on the SEC EDGAR API, the very first filing I had to teach my parser to understand was the Form 10-K. It is the document that anchors...
This article is for informational purposes only and is not financial, legal, or tax advice. The author is a software engineer who builds SEC EDGAR aggregators, ...
Building FinanceTrackDaily on the SEC EDGAR API, I spent weeks indexing the universe of registered investment companies and quickly discovered that closed-end f...
Disclaimer: This article is for informational and educational purposes only and is not financial, investment, legal, or tax advice. The author is a software eng...
Building FinanceTrackDaily on the SEC EDGAR system, I deal with a lot of corporate filings. Most are familiar names — 10-K, 10-Q, 8-K. But one filing type tha...
Disclaimer: This article is for informational and educational purposes only and is not financial, investment, legal, or tax advice. The author is a software eng...
When I started building FinanceTrackDaily on the SEC EDGAR API, the first insider filings I parsed were Form 4 transaction reports. They get the headlines &mda...
Building FinanceTrackDaily on top of the SEC EDGAR API has given me a strange but useful vantage point on US capital markets. I am a software engineer aggregati...
When I started building FinanceTrackDaily as an aggregator over SEC EDGAR, I assumed reading a public company's annual report would be straightforward — open ...
Building FinanceTrackDaily on top of the SEC EDGAR API meant I had to teach my aggregator how to recognize, parse, and store every common filing type a US publi...
This article is for informational and educational purposes only. It is not financial, investment, legal, or tax advice. The author is a software engineer who bu...
When I was building FinanceTrackDaily on top of the SEC EDGAR API, one filing type kept surfacing in unusual places: Schedule 13D. A hedge fund would buy more t...
Disclaimer: This article is for informational and educational purposes only and is not financial, legal, or tax advice. The author is a software engineer buildi...
This article is for informational and educational purposes only and does not constitute financial or investment advice. Past performance is not indicative of ...
When I built FinanceTrackDaily on top of the SEC EDGAR API, I quickly realized that one of the most-searched filing types was not the massive 10-K annual repor...
Why Capital Gains Tax Kept Coming Up in My SEC Filing Data Building FinanceTrackDaily on top of the SEC EDGAR API meant ingesting thousands of Schedule 13D, 13...
Tax-Loss Harvesting in 2026: A Beginner's Guide to Turning Losses Into Tax Savings Building FinanceTrackDaily on top of the SEC EDGAR API has given me a front...
Disclaimer: This article is for informational and educational purposes only and does not constitute financial, investment, or legal advice. Fanny Engriana is ...
What SEC 10-K Filings Actually Reveal About a Company's Financial Health — And How I Read Thousands of Them Building FinanceTrackDaily When I started buildi...
Disclaimer: This article is for informational purposes only and is not financial advice. Every investor's situation is different. Please consult a licensed fin...
Last updated: April 15, 2026 | Reading time: 10 minutes Disclaimer: This article is for informational purposes only and does not constitute financial advice. P...
Life has a way of throwing curveballs when you least expect them. A sudden job loss, an unexpected medical bill, a major car repair -- these financial shocks ca...
Many people hear the phrase “let your money work for you,” but it remains vague until they use a compound interest calculator with monthly contributions. Th...
SoFi vs Ally: The Complete Comparison for Smart Banking in 2025Choosing between SoFi and Ally Bank in 2025? You are not alone. These two fintech giants have dom...
I Keep One Month of Bills in a Separate Buffer Account and It Is the Least Exciting Money Habit That Ever Lowered My Stress There are money habits that feel im...
Last October I had a problem most personal finance articles never address honestly: I had $40,000 sitting in a checking account earning basically nothing, and I...
I Recalculated My Emergency Fund After the April Tariffs Hit — And the Old "Three to Six Months" Rule Is Dangerously Outdated On April 2nd, 2026, I opened my...
North Korean Hackers Just Stole $285 Million From a Solana Exchange in 12 Minutes — And Your Crypto Portfolio Strategy Probably Cannot Survive the Same Attack...
My sister called me on a Tuesday evening in February, the kind of call that starts with "I have a quick question" and ends forty-five minutes later with both of...
My Dad Put Everything in His 401k for 30 Years — Then His Financial Advisor Said He Should Have Split It With an IRA Last Thanksgiving, my dad dropped a bom...
A Substack Exposé Just Blew Up the Entire Compliance Industry — And If You Have Invested in Any Startup That Claims SOC 2, You Need to Read This I was halfw...
I was halfway through my morning oatmeal when my phone started buzzing with breaking news alerts. Not one, not two — six different apps all screaming the same...
I Paid $1,850 a Month for a One-Bedroom in Austin in 2022 I know, I know. That is a lot. But back then, everyone — literally everyone — said Austin was the...
My friend Rachel texted me at 9:47 PM on Sunday night. No greeting, no context, just a Reuters link and the words "please tell me this is a joke." It was not a ...
This article is for informational and educational purposes only and does not constitute financial advice. Consult a licensed financial advisor before making inv...
A Journalist Received Death Threats Over a News Story — Because Gamblers Had Money on the Outcome Last Tuesday night, around 11:20 PM, I was scrolling throug...
I was scrolling through BBC News at around 2 AM on a Sunday — the kind of doom-scrolling that happens when you have had one too many cups of coffee after dinn...
This article is for informational purposes only and does not constitute financial or investment advice. All investment decisions carry risk, including potential...
On March 6, Fitch Ratings quietly published a report that should have made a lot more noise than it did. The default rate among US corporate borrowers in the pr...
My friend Greg — a portfolio manager who has been overweight on Meta since 2022 — called me on Tuesday evening with a question I wasn't expecting: "...
My neighbor Rachel lost $4,200 last October. Not to a bad investment. Not to a market crash. To a guy on Instagram who said he loved her and needed help paying ...
My friend Carla applied for a marketing manager position at a mid-sized SaaS company last month. She's got eight years of experience, a portfolio that speaks fo...
This article discusses financial implications of privacy legislation and technology costs. It is not financial advice. Consult a qualified financial advisor for...