Using the Company Actions Tracker

Educational Resource: This guide explains how to interpret features in Profitelligence. Past performance does not guarantee future results. Nothing in this documentation constitutes investment advice.

What Is the Company Actions Tracker?

The Company Actions Tracker is your real-time feed of material corporate events extracted from 8-K SEC filings. We use AI to parse raw SEC documents and surface the events that historically correlate with price movements.

What you get:

• 8-K filings processed within minutes of SEC publication
• AI-powered categorization and tagging
• Historical price correlation data for similar events
• Filtering and search across thousands of filings
• Direct links to verify on SEC.gov

Who benefits:

• Day traders looking for intraday catalysts
• Swing traders identifying multi-day opportunities
• Value investors tracking fundamental changes
• Event-driven strategies monitoring corporate actions

Where to Find It

Desktop: Navigate to Company Actions Tracker in the main dashboard menu

What you'll see: A real-time table of recent 8-K filings with:

• Company name and ticker
• Event type (M&A, leadership, restructuring, etc.)
• Filing date and time
• AI-generated summary
• Impact score (High/Medium/Low)
• Tags for quick categorization

Understanding the Main View

The Filing Table

Each row represents one 8-K filing with key information at a glance:

Company & Ticker: Click to drill into that company's full filing details and history

Event Summary: One-sentence AI summary of what happened

• "New CEO appointed"
• "Acquisition agreement signed"
• "Major customer contract terminated"

Filing Date: When the 8-K was filed with the SEC (not when event occurred - check filing for event date)

Impact Score: Our AI's assessment of potential market significance:

• High - Major strategic events (M&A, bankruptcy, CEO change)
• Medium - Notable but less dramatic (new contracts, minor restructuring)
• Low - Disclosure required but limited impact (small agreements, routine updates)

Tags: Quick visual categorization:

• M&A (Mergers & Acquisitions)
• Leadership
• Financial
• Legal
• Product
• Customer

Sorting the Table

Click any column header to sort:

Sort by Date: Default view - newest filings first. Use this to stay current.

Sort by Company: Alphabetical order. Useful if monitoring specific stocks.

Sort by Impact: See high-impact events first. Good for quick daily scanning.

Pro tip: Sort by date, then filter by High impact to see today's most significant events.

Filtering the Feed

By Company/Ticker

Search bar at top:

• Type ticker symbol or company name
• Auto-complete helps you find companies
• Filters table to show only that company

Use case: You're researching NVDA and want to see all recent 8-Ks.

By Impact Level

Impact filter buttons:

• High - Show only major events
• Medium - Show moderate significance
• Low - Show all disclosures
• ALL (default) - No filter

Use case: Morning routine: Filter to High impact, see what happened overnight globally.

By Event Tags

Tag selector: Choose one or more tags:

• M&A
• Leadership Changes
• Financial Events
• Legal/Regulatory
• Product Launches
• Customer Wins/Losses

Use case: You're focused on M&A opportunities - filter to only M&A tags to build a target list.

By Sector/Industry

Available when filings loaded: Drop-down shows all sectors represented in recent filings

Use case: You trade tech sector - filter to Technology to ignore events in other industries.

Combining Filters

All filters work together:

• Ticker: AAPL
• Impact: High
• Tags: Leadership
• Result: Only high-impact leadership events at Apple

Clear all filters button resets to full feed.

Viewing Filing Details

Click Any Row to Open Modal

What you'll see:

Header Section:

• Full company name and ticker
• Exact filing timestamp
• Impact score with explanation

AI Summary: Structured breakdown of the event:

• What happened: Clear description
• Key details: Important specifics (names, amounts, dates)
• Historical context: Similar events and their outcomes
• Potential implications: What this might mean

SEC Filing Information:

• 8-K item numbers disclosed (e.g., Item 5.02 for leadership changes)
• Accession number for verification
• Direct link to full filing on SEC.gov

Historical Correlation Data: When we have data on similar events:

• Number of times similar events occurred
• Percentage that led to upward/downward moves
• Average magnitude of moves
• Time horizons (5-day, 30-day, 90-day)

Action Buttons:

• Add to Watchlist
• Set Alert
• View Full 8-K on SEC.gov
• Share/Export

Reading the AI Summary

The summary structure:

Title: One-line event description Example: "Announced acquisition of competitor for $2.5B"

Details: Key specifics Example: "Cash and stock deal valued at $45/share, 30% premium. Expected to close Q2 2025. Adds 500k customers and expands into European market."

Historical Pattern: What usually happens Example: "Similar tech acquisitions: 8 of 11 moved +5% within 30 days. Average move: +7.3%."

Context: Why it matters Example: "This is the company's largest acquisition in 5 years and signals aggressive growth strategy."

Practical Use Cases

Use Case 1: Morning Routine Scan

Goal: Catch overnight filings before market open

Workflow:

1. Open Company Actions Tracker
2. Filter: Impact = High
3. Sort: Date (newest first)
4. Scan first 10-15 filings
5. Read AI summaries for interesting events
6. Add candidates to watchlist
7. Set alerts for follow-up

Time required: 5-10 minutes Frequency: Daily before market open

Use Case 2: Sector Deep Dive

Goal: Find all recent events in a sector you trade

Workflow:

1. Filter: Sector = Technology
2. Filter: Impact = Medium or High
3. Sort: Date (last 30 days)
4. Review all filings
5. Look for patterns:
   • Multiple companies announcing similar events?
   • Industry-wide trends (layoffs, expansion, M&A)?
   • Sector rotation signals?

Time required: 20-30 minutes Frequency: Weekly or when sector is in play

Use Case 3: Competitor Monitoring

Goal: Track 3-5 companies in your focus sector

Workflow:

1. Create a watchlist of competitors
2. Use watchlist filter in Company Actions
3. See all events across your tracked universe
4. Compare strategic moves
5. Identify relative strengths/weaknesses

Time required: 15 minutes Frequency: 2-3x per week

Use Case 4: Event Arbitrage Research

Goal: Find M&A deals and restructurings to trade event outcomes

Workflow:

1. Filter: Tags = M&A
2. Filter: Impact = High
3. Read details of each deal:
   • Deal value and premium
   • Expected close date
   • Regulatory approvals needed
   • Historical similar deal outcomes
4. Research spread between current price and deal price
5. Evaluate probability of close

Time required: 30-60 minutes per opportunity Frequency: When deals announced

Advanced Features

Export and Reporting

Export current view:

• Download filtered results as CSV
• Includes all visible columns
• Use for offline analysis or backtesting

Use case: Build spreadsheet of all High-impact M&A events from last year to study outcomes.

Integration with Watchlists

Add to Watchlist button: Instantly add any company from an 8-K to your watchlist

Watchlist Activity view: See 8-Ks filtered to only your watchlist companies

Workflow: Use Company Actions to discover → Add to watchlist → Monitor ongoing

Setting Alerts

Alert types:

• Alert me to new 8-Ks for this company
• Alert when similar event type occurs elsewhere
• Alert on High-impact filings in this sector

Details: See Alert Manager for full alert setup guide

Historical Search

Date range selector: View filings from:

• Last 24 hours (default)
• Last week
• Last month
• Last quarter
• Custom date range

Use case: Research how a company handled past crises by reviewing all 8-Ks from that period.

Understanding Impact Scores

How Impact Is Calculated

Our AI considers:

Event Type Significance:

• M&A, bankruptcy, CEO change = typically High
• Contract wins, product launches = typically Medium
• Routine disclosures, small agreements = typically Low

Dollar Amounts:

• $1B+ deals usually High impact
• $100M-$1B usually Medium
• <$100M often Low (unless early-stage company)

Company Size Context:

• $10M deal for a$50M company = High impact
• $10M deal for a$50B company = Low impact

Historical Price Reactions:

• Events that historically moved prices 5%+ get higher scores
• Events that rarely moved prices get lower scores

When Impact Scores Might Be Wrong

Scenario 1: Market Already Knew 8-K confirms rumored event → Market already priced it in → Lower actual impact than score suggests

Scenario 2: Hidden Significance Routine-looking disclosure hides major shift → Score says Low, reality is High

Scenario 3: Market Conditions High-impact event during market crash → Gets lost in noise → Lower actual impact

Always do your own analysis - scores are a starting point, not a trading signal.

Integration with Other Features

Company Actions + Insider Trading

Powerful combination:

• See 8-K for CEO appointment
• Check if new CEO is buying stock (Form 4s)
• Aligning actions = stronger conviction signal

Workflow:

1. Spot interesting 8-K in Company Actions
2. Navigate to Insider Trading dashboard
3. Filter to that company
4. Look for insider activity around same dates

Company Actions + Opportunity Scores

Cross-reference:

• High-impact 8-K filed
• Check if opportunity score spiked for that stock
• Understand what's driving the score

Our system automatically factors 8-Ks into opportunity scoring - this lets you verify the connection.

Common Questions

Q: How fast are 8-Ks processed?

A: We typically process and display filings within 5-15 minutes of SEC publication. During high-volume periods (e.g., earnings season), there may be slight delays.

Q: Do you show ALL 8-Ks?

A: We show all 8-Ks, but our AI filters out truly routine items (like entering into exhibits or minor amendments). You can still access full EDGAR filing if needed.

Q: What if I disagree with the AI summary?

A: Click through to the full 8-K on SEC.gov to read the source. Our AI summarizes for speed, but you should verify details before trading.

Q: Can I search historical 8-Ks from years ago?

A: Currently, we show the last 90 days by default. Historical research beyond that requires EDGAR directly. We're working on extended historical access.

Q: Why does an 8-K sometimes show up late?

A: Sometimes companies file an 8-K, then amend it quickly (8-K/A). We display the latest version, which might create slight timing differences.

Pro Tips

Tip 1: Speed Matters

8-Ks are time-sensitive. Markets can move within minutes of filing. Check the tracker:

• Before market open (overnight filings)
• After market close (after-hours filings)
• Periodically during trading day

Tip 2: Read Between the Lines

What's NOT said can matter as much as what is:

• Company announces "restructuring" → Often means layoffs or divestitures
• "Exploring strategic alternatives" → Code for "company might be for sale"
• "CEO stepping down to pursue other opportunities" → Sometimes forced out

Tip 3: Compare to Peer 8-Ks

Context from competitors: If 5 tech companies all filed leadership changes this month, industry-wide talent war might be happening.

Tip 4: Combine with Price Action

Check the chart: Did stock already move before 8-K filed? → Market may have known via rumors → 8-K confirms, doesn't create the move

Stock barely moved after High-impact 8-K? → Market doesn't care, or bad timing (other news overshadowing)

Tip 5: Verify High-Stakes Decisions

Before trading based on an 8-K:

1. Read AI summary
2. Click through to full SEC filing
3. Read the press release (usually in exhibits)
4. Check company website for additional context
5. Verify details match before acting

Never trade solely on a summary - always verify material information.

Next Steps

Now that you understand the Company Actions Tracker, learn how to monitor insider activity with the Insider Trading Dashboard to combine fundamental events with insider conviction signals.

Want to get notified automatically? Set up Alert Manager to receive real-time notifications when 8-Ks match your criteria.