Capture
Archive the original disclosure and preserve document versions.
PRODUCT SCOPE / RESEARCH METHOD
From disclosure to a research record.
SEC13D treats a filing as evidence inside an evolving situation—not as the final product. The goal is to preserve what happened, explain why it may matter, and keep the next observable catalyst in view.
CURRENT SCOPE
Five implemented event workflows
These families have schemas, labeled sample records, and a common public reading experience. Coverage is selective. See the coverage page for current records and source freshness.
BROADER PRODUCT MAP
The intended taxonomy is wider than five types.
The original product study identified twelve core families. These seven themes can be tagged within existing workflows. Dedicated state models and analytical fields remain future work; a tag alone does not establish coverage.
06Divestiture / asset saleEvent tag
07Going privateEvent tag
08Capital returnEvent tag
09RestructuringEvent tag
10BankruptcyEvent tag
11LiquidationEvent tag
12Major litigation / regulatory catalystEvent tag
PUBLICATION CONTROL
How a record becomes publishable
Structure
Extract event-specific facts without turning unknown values into zeros or guesses.
Analyze
Automatically check source integrity and quoted evidence, classify the disclosure, and publish a labeled research record. Manual review is optional.
Publish
Create a versioned public snapshot; later corrections append history instead of silently replacing it.
CONTENT CONTRACT
Four layers that should not blur together
What a source states
Terms, dates, parties, holdings, conditions, and direct claims with a source excerpt.
Why it may matter
Context and implications, explicitly labeled as analysis rather than source fact.
What is not established
Missing conditions, unresolved conflicts, uncertain timing, and facts not restated.
What can be observed next
A disclosed date, expected window, filing, vote, response, ruling, or other verifiable milestone.
CURRENT BUILD
Inspect the records and their evidence.
The Coverage page states exactly what is present, what is illustrative, and what is not yet connected.