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Smart Money

See what the smart money filed.

Insiders disclose covered transactions, and large institutions disclose their quarterly US equity holdings, in public SEC filings. Ticker Coach surfaces that activity — insider buys and sells, institutional position changes — as context beside every stock you research.

Educational tools and AI-generated analysis — not investment advice or a recommendation to buy or sell any security. All tickers and figures on this page are illustrative.

What it does

Built for the hours you don't have.

Insider activity

Officer and director transactions from SEC filings, surfaced per stock — clusters of insider buying get attention; routine scheduled sales get context.

Institutional 13F moves

Quarterly holdings changes from 13F filings: which funds built, added, trimmed, or exited positions in the stocks you follow.

Activity where you research

Filing activity appears on the stock page itself, next to the technicals and fundamentals — context where you need it, not a separate database to remember to check.

How it works

Four steps, zero busywork.

No setup marathon — it's useful on day one and gets more personal as you add the stocks you care about.

Filing activity
From public SEC filings
CFOOpen-market purchase · last weekInsider buy
Fund APosition +40% · Q2 13FAdded
Fund BNew position · Q2 13FNew
Fund CPosition −25% · Q2 13FTrimmed
Illustrative · filings lag by design · not recommendations
01

Filings are ingested

Insider transaction filings and quarterly 13F holdings reports are pulled from SEC EDGAR as they publish.

02

Activity is organized

Raw filings become readable activity: who, what, how much, and how it changed the position.

03

Context is attached

A scheduled sale and a discretionary open-market buy are labeled differently — the distinction that makes insider data meaningful.

04

It joins the analysis

Filing activity sits alongside sentiment, technicals, and fundamentals on the stock page — one more evidence stream for your judgment.

FAQ

Good questions.

Where does this data come from?
Public SEC filings — insider transaction reports and quarterly 13F institutional holdings disclosures, via the SEC's EDGAR system. Nothing proprietary or private: the edge is having it organized and in context, not secret access.
Is following smart money a strategy?
Not by itself. 13Fs are up to 45 days stale, show no shorts or hedges, and never explain why a fund acted. Filing activity is a research lead — a reason to look closer — not a signal to copy. Our 13F guide covers the blind spots in detail.
Do insider sales mean something is wrong?
Usually not — executives sell for taxes, diversification, and scheduled plans constantly. Clusters of open-market *buying* are historically the more informative direction, and even those are context, not conclusions.
How current is the data?
Insider filings typically publish within days of the transaction and appear shortly after. 13F data is quarterly and lags by design — up to 45 days after quarter-end, which is exactly why it's treated as context rather than timing information.
Is this investment advice?
No. It's public-record activity, organized and surfaced for education and research. What any filing means for your decisions is your judgment to make.
Keep going

The filings are public. Now they're readable.

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