Decoding the SEC’s Alphabet Soup for Dollars

In the old days, manually mining critical insider data from SEC filings, then matching that that with stock prices was an arduous, mind-numbing, soul sucking task. Many teams gave up on SEC research entirely. Why? Here’s what they said, “Not enough time” . . ." not enough people”, "I get lost”, and  “It’s too hard!”.  Researchers often ask us, “What do the numbers mean? What are the filings for? How often do the filings get published? And why should I care, we’re just a small shop?“

By decoding SEC filings, we can bridge the “knowledge gap” and plug the “accuracy gap” of capacity validation . . . if you know where to look. In addition to compensation, SEC filings provide insights about affinity for gifting and patterns of gifting, gifts to donor advised funds (DAFs), corporate philanthropy and matching gift programs.  We’ll talk about techniques for identifying future vesting dates of stock units and options, as well as provide the shortcut guidelines to make you the local expert in gathering accurate facts and insights to accumulated wealth, present and future liquidity events, helping your team achieve their fundraising goals.

Speaker: Elise Lynch, Executive Vice President & SEC Research Nerd
Company: KALEIDOSCOPE (WWW.KSCOPE.IO/INSIDER-FOCUS/)

Bio: With over 20 years’ experience researching SEC filings beginning with 10-K Wizard in 2001, Elise has always been at the “pointed end of the ship”, gathering feedback from clients and prospects. “Clients have great ideas and that propels me to learn more,  share the value of SEC data, and innovate products that deliver an easy, clear path to answers that people need.”  She’s a mother to 3 grown children, “Nana” to 10 wonderful grandchildren, and great-grandmother to 2 little bundles of love!