Help & Learn

What each tool does and how to read each filing, short answer first. Guides open here, next to your research; the longer public articles open in a new tab.

Read a filing

What is an SEC Form 4?The filing in which a company's officers, directors and 10% owners report that they bought or sold its stock, due within two business days.
What is an insider's open-market purchase?When an insider buys their own company's shares on the stock market with their own money.
What is a Rule 10b5-1 trading plan?A schedule of future trades an insider sets up in advance, which is why a sale under one tells you less than an unplanned sale.
What is an SEC Form 144?A notice that a company insider plans to sell shares. It says a sale is planned, not that it happened.
What is the STOCK Act?The 2012 US law that makes members of Congress report their stock trades publicly.
What is an SEC Form 13F?The quarterly report in which large investment managers list the US stocks they held on the last day of the quarter.
Schedule 13D vs Schedule 13G: what is the difference?Both report a stake above 5% in a US company. A 13D says the holder may want to change something, and has to say what; a 13G says they are passive.
Contract ceiling vs obligated amount: the differenceA federal award carries two figures: the money the government has committed, and the most the contract could ever be worth. Headlines quote the second one.

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These pages explain public filings and OQRO’s tools. They are not legal or investment advice.