The Operative Ledger

Capital Moves

The Watchlist

What the biggest firms told the SEC lately. Data as of loading
13F-HR Quarterly holdings report (stocks the firm owns)8-K Major event, such as a deal, earnings or leadership changeSC 13D Took a 5%+ stake and may push for changeSC 13G Took a 5%+ stake as a passive investorD Raised money privately10-K and 10-Q Annual or quarterly report

Data from SEC EDGAR filings. Not financial advice.