Our Technology
The Convergence Engine
The system that transforms fragmented institutional data into unified intelligence.
Entity resolution, and what happens when it fails
One institution appears under several names across several filings.
| Key | Where it comes from |
|---|---|
| CIK | The SEC’s number for a filer. Filers are matched on it. |
| CUSIP | Present on 13F holdings tables. |
| Ticker | Present on PTRs and Form 4s. |
The failure case
Filers are matched by CIK. If an institution's record carries the wrong CIK, every holding filed under that CIK is attributed to the wrong name, and nothing downstream compares the name with the filer's.
The score
What the number is, and what it is not
Inputs
Window: filters congressional disclosures to the last 90 days in the daily scores. Holdings count at any age, but only the rows stamped with the filer’s newest retrieval time, up to 500. Fund pairs are not windowed.
Source: The Insider Index convergence method, as the daily scores run it.Weights: not published.
What it is not
Not a prediction. Not a measure of how much anyone made.
Bands
| Band | Score |
|---|---|
| Critical | 80 and above |
| Strong | 60 to 79 |
| Watch | 40 to 59 |
| Low | under 40 |
The lag, stated
Disclosure deadlines are what turn private decisions into a public record.
| Filing | Deadline | Law |
|---|---|---|
| SEC Form 4 · corporate insider | due within 2 business days | 17 CFR 240.16a-3 |
| STOCK Act periodic transaction report · Congress | due within 45 days of the trade | STOCK Act, Pub. L. 112-105 §6 |
| Form 13F · institutional holdings | due 45 days after quarter end | 17 CFR 240.13f-1 · Rule 0-3 |
A position opened on 1 Jul 2026 must be disclosed by 16 Nov 2026 — 91 days to quarter end, then 45 days to file. That is up to 138 days from the trade to the filing deadline.
45 days after 30 Sep 2026 is Saturday 14 Nov 2026; a deadline on a weekend or federal holiday moves to the next business day (Exchange Act Rule 0-3).
Next 13F due
Source: 17 CFR 240.13f-1 and Exchange Act Rule 0-3, due 45 days after quarter end, or the next business day when that falls on a weekend or federal holiday.One filing, end to end
From a line in a 13F to a row in the feed
The worked example is read from the filing each hour; it could not be read this time.
Our Approach
Design philosophy
Data should inform, not prescribe. We build tools that enhance your judgment.