stocktools
Max // the weekly class

How to read the week’s filings, live

Once a week, a live class walks through StockTools on that week’s filings: where each number comes from, how a tool computes it, and what it cannot tell you. Nobody picks the companies. A published rule picks them from the week’s measured events, the agenda is posted here before the session with its sources, and it is never edited afterwards, so anyone can check the archive below for calls.

The rule

  1. Insider cluster. Among clusters in the insider engine's window (two or more different insiders buying on the open market, Form 4 code P, within its 45 days), the one that gained a new filing during the week, with the largest combined dollar value.
  2. 13F position change. Among the tracked managers' 13F filings filed during the week, the single largest change in one position's value.
  3. Earnings date gap. Among report dates the company confirmed during the week (in its own 8-K, or on its investor-relations page as checked by hand), the widest gap in days between that date and our filing-cadence projection.

A slot with nothing that week says so and stays empty; it is never filled by hand. Rule version inv77-v1; a change to the rule gets a new version, and old agendas keep the version they were picked under.

This week’s agenda

This week 2026-11-09events filed 2026-11-02 to 2026-11-06 · posted 2026-11-07 14:00 UTC · rule inv77-v1
  1. Insider cluster
    • 2 Form 4 filings, filed 2026-11-03; 2 of them during the week.
    • Buyers: MOLLENKOPF STEVEN M, Buckley Mortimer J.
    • Universe: the 181 companies the insider engine tracks, over its 45-day window.
  2. 13F position change
    • 13F for the quarter ending 2026-09-30, filed 2026-11-06.
    • Position value $7,909,861,199 before, $0 after; shares 95,703,099 to 0.
    • A 13F is filed up to 45 days after the quarter ends, so it shows positions as they were then, not now.
  3. Earnings date gap
    • Confirmed on 2026-11-04 by the company's own 8-K.
    • The projection came from 21 past report dates (confidence high).
    • 2 confirmations made during the week had a projection to compare; this is the widest gap among them.

What the class answers, and what it declines

Questions about how a tool computes a number, where a figure comes from, what a filing field means or why a page abstains are answered. Questions about whether to buy, sell or hold anything, about position size, or about anyone’s own portfolio are declined, every time, with the same line:

That would be advice about your own money, and this is a publisher’s class, not an adviser’s. Here is how to read what the page shows instead.

Joining

The first session date has not been set yet. When it is, it appears here with the join link for Max and Epic members.

Recordings

Each session is published here free, seven days after it airs.

The archive

Week of 2026-11-02events filed 2026-10-26 to 2026-10-30 · posted 2026-10-31 14:00 UTC · rule inv77-v1
  1. Insider cluster
    • 2 Form 4 filings, filed 2026-10-27 to 2026-10-30; 2 of them during the week.
    • Buyers: Denny Michael B., Nickles Robert Clark Jr.
    • Universe: the 181 companies the insider engine tracks, over its 45-day window.
  2. 13F position change
    • 13F for the quarter ending 2026-09-30, filed 2026-10-30.
    • Position value $242,256,309 before, $576,311,755 after; shares 1,355,811 to 3,479,093.
    • A 13F is filed up to 45 days after the quarter ends, so it shows positions as they were then, not now.
  3. Earnings date gap
    • Confirmed on 2026-10-29 by the company's own 8-K.
    • The projection came from 79 past report dates (confidence high).
    • 8 confirmations made during the week had a projection to compare; this is the widest gap among them.
Week of 2026-10-26events filed 2026-10-19 to 2026-10-23 · posted 2026-10-24 14:00 UTC · rule inv77-v1
  1. Insider cluster
    No pick: No insider cluster in the 45-day window gained a new filing during the week.
  2. 13F position change
    No pick: None of the tracked managers filed a 13F during the week; they cluster around each quarter's 45-day deadline.
  3. Earnings date gap
    • Confirmed on 2026-10-19 by the company's own 8-K.
    • The projection came from 25 past report dates (confidence high).
    • 8 confirmations made during the week had a projection to compare; this is the widest gap among them.
Week of 2026-10-19events filed 2026-10-12 to 2026-10-16 · posted 2026-10-17 14:00 UTC · rule inv77-v1
  1. Insider cluster
    No pick: No insider cluster in the 45-day window gained a new filing during the week.
  2. 13F position change
    No pick: None of the tracked managers filed a 13F during the week; they cluster around each quarter's 45-day deadline.
  3. Earnings date gap
    • Confirmed on 2026-10-14 by the company's own 8-K.
    • The projection came from 32 past report dates (confidence high).
    • 18 confirmations made during the week had a projection to compare; this is the widest gap among them.

Educational only. The class teaches how to read published data; it does not tell anyone what to buy, sell or hold, and nothing in it is tailored to a viewer. See what StockTools does not do.