Building FinanceTrackDaily on the SEC EDGAR API, I aggregate live filing data for roughly 3,400 publicly listed US companies. Of every filing type that streams ...
When an insider at a public company wants to sell shares they received as compensation or hold as a controlling shareholder, a small notice usually hits the SEC...
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...
When most US investors hear "annual report," they think 10-K — the dense filing US-domiciled public companies file each fiscal year. But hundreds of large for...
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...
Last updated: April 15, 2026 | Reading time: 10 minutes Disclaimer: This article is for informational purposes only and does not constitute financial advice. P...
Last updated: April 14, 2026 | Reading time: 10 minutes Disclaimer: This article is for informational purposes only and does not constitute financial advice. Co...
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...
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...
Let me tell you about the most expensive math mistake of my career. April 2025. I am sitting in Jennifer Kowalski's office — she is a CPA in Portland who char...
Last April, I sat in my accountant's office at 9:30 AM on April 14th — literally the day before the IRA contribution deadline — and watched her face do th...
Last April, I sat in my accountant's office while she explained the backdoor Roth IRA to me. Fifteen minutes. Four hundred dollars. And honestly? She could have...
I will never forget the look on my dad's face at Thanksgiving 2023 when he realized he had been contributing to his traditional IRA for three years without actu...
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...
My friend Greg runs a blog. Not a business blog. Not a monetized content empire. Just a blog. He writes about woodworking, posts maybe twice a month, and last y...
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...
It is March 11th. Tax Day — April 15th, 2026 — is exactly five weeks from today. If you have not filed yet, you are not alone. According to the IRS, roughly...
I woke up this morning to a notification that made me put down my coffee: the Social Security Administration has officially begun rolling out major service redu...
Nobody teaches you how to do taxes. Not in high school. Not in college. You just turn 22, get a W-2, and suddenly you are expected to figure out a system that c...
Disclaimer: This article shares one person's experience with debt and is not financial advice. Everyone's financial situation is unique. Consult a certified fin...
I remember staring at my bank account with exactly $127 to my name, thinking investing was something only people in suits with six-figure salaries did. That was...
Every personal finance article about Roth vs Traditional IRA ends the same way: "It depends on your situation." Which is technically true and practically useles...
I'll be honest with you. When I first heard about the 50/30/20 budget rule, I rolled my eyes so hard they nearly got stuck. Another oversimplified money hack fr...