Start with the question you need to answer. These four guides explain how to read the source record, separate a proposal from a completed event, and check the assumptions behind a position model. They are free to read and do not require an account.
Publisher: Quant Terminal · Index revised:
Choose a starting point
A company announced an agreement, earnings or a financing event: start with the 8-K guide, then check the shelf and ATM guide if the question involves funding or share issuance.
A headline says someone sold shares: start with Form 144. Establish whether the record describes a proposed sale or a reported transaction before drawing a conclusion.
You are comparing a capital allocation with a price scenario: start with ATR inputs and limits. Check quote dates and assumptions before treating a saved model as current.
An 8-K item points you toward a disclosure category; the terms and exhibits establish what the company actually reported. This guide covers material agreements, results, equity sales and management changes, with questions to ask as you read.
Use it to: distinguish event dates from filing and source-check times, inspect closing conditions, and connect a report to its supporting documents.
A filing category alone does not predict a price move or establish complete source coverage.
Registration capacity, an available financing facility and completed issuance answer different questions. Learn what to look for in registration statements, prospectus supplements and transaction documents before summarizing dilution exposure.
Use it to: ask what was authorized, what terms apply, what was reported as issued, and which quantities remain unknown.
A shelf filing does not by itself show that shares were sold; missing documents cannot prove a facility is unused.
A Form 144 notice describes a proposed sale, not proof that it happened. This guide separates the new proposal from the historical sales table and explains how Form 4 codes, dates and footnotes can help evaluate later ownership records.
Use it to: verify a sale headline, match issuer and seller identities, preserve the accession number, and label an outcome as unconfirmed when execution has not been established.
Do not assume every seller has a Form 4 obligation or infer motive from a filing label.
ATR describes recent price variation. Learn how quote freshness, daily candles, averaging choices and whole-share rounding affect an allocation scenario. The guide distinguishes modeled references from orders and explains why a saved snapshot needs another check.
Use it to: review the capital assumption, input dates and rounding effects before comparing modeled entry levels.
An ATR distance is not a guaranteed loss limit or an assured exit price during a gap, halt or liquidity shortage.
Keep a record another reader can check
Save the original document link, issuer identity and accession number alongside the statement it supports.
Keep event, filing, transaction and source-check dates in separate fields rather than combining them into one timestamp.
Review exhibits and amendments; a second document describing the same event is not a new independent event.
State what remains unknown. A missing record or stale model should stay visible in your research note.
For an issuer’s filing archive, use the US Equity Research Directory. Its coverage badges distinguish curated profiles from directory entries; being listed does not imply a reviewed catalyst or financing conclusion.
Reading guides and using the product
These pages are educational reading aids, not current company findings, investment recommendations or legal assessments. Each article links to its sources and states its own limits. Check the original documents before using a guide for a company-specific conclusion.
Reading the guides does not consume analysis quota. Terminal analysis is a separate product workflow with its own access rules and source availability. The ownership guide does not promise Form 144 monitoring or alerts.