Updated Apr 26, 2026 · 798 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
How to Check Form 4 Table I Against Table II
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah MitchellHow to Read Market News With Holder Depth
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah MitchellHow to Separate Passive and Active 13F Holders
A practical guide to reading ownership data without confusing passive exposure, price moves, or mechanical insider transactions for conviction.
Sarah MitchellHow to Build a Next-Filing Checklist After Oil Price News
A practical framework for reading Oil Price News Checklist with 13F Insight data.
Sarah MitchellHow to Read Three-Position Foundation 13F Portfolios
A practical framework for reading Foundation 13F Portfolios with 13F Insight data.
Sarah MitchellHow to Use 13F AUM Drops Without Calling Them Redemptions
A practical framework for reading 13F AUM Drops with 13F Insight data.
Sarah MitchellHow to Check Active vs Passive Ownership Before Copying a 13F
A practical framework for reading Active vs Passive Ownership with 13F Insight data.
Sarah MitchellHow to Read Mega-Filer Holder Depth After Market News
A practical framework for reading Market News Holder Depth with 13F Insight data.
Sarah MitchellHow to Compare Capital Group 13F Filings Without Double Counting
Capital Group-related filers can hold similar mega-cap names, but each 13F still needs separate share-count and weight analysis.
Sarah MitchellHow to Use Holder Depth Around Retail Sales Events
Retail promotions are consumer events. Holder depth tells investors whether the stock has enough active ownership for the event to matter.
Sarah MitchellHow to Read Form 4 Table II After Founder Stock Sales
Founder sales can look like exits until Table II shows retained Class B, option or trust exposure.
Sarah MitchellHow to Use 13F Holder Depth After CEO Succession News
CEO succession headlines should be checked against holder depth, passive ownership, and the next 13F share-count response.
Sarah MitchellHow to Use 13D/G Context When Reading Insider Selling
Insider selling reads differently when a stock also has recent 13D/G filings or concentrated beneficial ownership.
Sarah MitchellHow to Separate Index Scale From Active Conviction in Mega-Cap Stocks
Mega-cap ownership maps mix passive scale and active decisions. The distinction changes how investors should read holder lists.
Sarah MitchellHow to Read Current-Quarter 13F Filings Before the Full Wave
Early current-quarter filings can be useful, but investors need to separate fresh report dates from crowded prior-quarter research.
Sarah MitchellHow to Compare AI Platform Holdings Across 13F Managers
NVDA, MSFT, AAPL, AVGO, AMZN, and GOOGL often appear together, but weights and share-count changes carry the signal.
Sarah MitchellHow to Check Form 4 Table I and Table II Before Calling an Insider Exit
A sale to low Class A ownership is not a full exit until Table II and beneficial ownership records are checked.
Sarah MitchellHow to Build a Next-13F Checklist After Market News
A market-news headline becomes more useful when translated into dated checks for earnings, filings, and share-count changes.
Sarah MitchellHow to Use Active Holder Depth After Market News
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Separate 10b5-1 Sales From Discretionary Insider Signals
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah Mitchell