Read the filings

The forms a company files, in the order a reader meets them: the annual report, the quarterly one, the event filings, insider and fund holdings, and the short interest calendar. Ends at the insider tracker, where new Form 4s land.

For you if: You have heard of a 10-K and a Form 4 and want to open one without getting lost.

1. 1form 10 kTerm · 3 minThe annual report, and why it beats the press release
2. 2how to read a 10 kGuide · 7 minTwenty-three items, where each answer lives, and the search trap
3. 3form 10 qTerm · 3 minThe quarterly report, and what changes between quarters
4. 4form 8 kTerm · 3 minEvent filings, and what each item number means
5. 5which filing explains a dropGuide · 5 minOne question at a time, from a falling price to the form that explains it
6. 6form 4Term · 3 minInsider trades and their transaction codes
7. 710b5 1 plans explainedGuide · 7 minWhy a scheduled sale says less than it seems
8. 8what is a 13fGuide · 8 minWhat fund holdings filings show, and how late they arrive
9. 9short interest settlement datesGuide · 6 minThree dates on every short interest figure, and which one counts
10. 10insidersTool · 5 minForm 4 filings as they land, by what the insider did

Every step is a page that already existed before this path did — nothing here is a teaser for something paid, and there is no next step that asks for money. The times are rounded up on purpose: a promise about effort that flatters us would be worth less than no promise.