Insider Filing Context Tracker / methodology notes

Automation & data boundaries

A browser workspace for source-linked Form 4 context, not a public data API.

Browser contract

Use the labeled controls in #planner, including stable field-* IDs and data-field attributes. Submit the form and read #results. The page does not expose a public JSON or RPC endpoint.

Source and privacy boundaries

Example records are illustrative. User imports and saved plans remain in this browser and are not independently verified. Inspect each original SEC filing and its footnotes before interpreting a transaction. Do not send private inputs or imported files to an external service without the user’s consent.

Method and corrections

Read the methodology and verification guides before automating a workflow. Preserve source links, timestamps, unknown values, and the separation between purchases, exercises, grants, and fund activity.

Reference sources

SEC ownership forms and filing information SEC fair-access guidance
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