Financial Research & Market Briefs

SEC Filings Hub

13F Holdings & Form 4 Insider Activity

The SEC Filings Hub is where the workflow begins. Rather than pulling filings from EDGAR and context from separate tools, Daily Brew surfaces institutional holding changes and insider transactions alongside the market narrative that surrounds them — so your team sees not just what was filed, but what it means in context.

The 13F workflow tracks quarter-over-quarter position changes across institutional filers, making it straightforward to identify meaningful adds, reduces, and new positions. The Form 4 workflow surfaces insider trades and ownership changes with linked news and sentiment — so a director purchase or CFO sale isn't just a data point, it's a starting point for deeper investigation.

Daily Brew SEC Filings Hub – 13F holdings workflow showing institutional positions and changes

13F Holdings workflow — institutional positions and quarter-over-quarter changes

Daily Brew SEC Filings Hub – Form 4 insider activity tracking trades and ownership changes

Form 4 workflow — insider trades, ownership changes, and related context

Problem

What research teams are actually up against

The morning brief problem isn't a data problem — it's a workflow problem. Data exists across EDGAR, Bloomberg terminals, news wires, internal models, and email threads. Getting from raw sources to a coherent, shareable brief means context-switching between tools, reformatting outputs by hand, and rebuilding the same structure every single session.

For teams covering multiple names across multiple strategies, this doesn't just slow research down — it caps how many names a desk can meaningfully track. The analyst doing the assembly work isn't doing the analysis.

How Daily Brew helps

From filing event to full narrative — without the manual work

Daily Brew is built around a connected intelligence pipeline. A 13F filing drop triggers a workflow that pulls institutional position changes, links them to related news coverage and sentiment, and surfaces the entity relationships that matter — all in one view. Form 4 activity follows the same logic: insider transaction, linked narrative, related context.

The output is a structured, repeatable brief — not a raw data dump. Teams define their templates once; the pipeline populates them on schedule. Pre-market, post-close, thematic, or event-driven — each workflow runs consistently across every name your desk covers.

Why this use case stands out

Most research tools give you data. Daily Brew gives you a connected workflow — one that links SEC disclosure events to market narrative, sentiment shifts, and entity relationships, then outputs a brief your desk can actually use before the opening bell.

13F & Form 4

SEC filing types covered in one workflow

Pre-market ready

Briefs structured before opening bell

Multi-source

News, filings, sentiment & entities unified

Entity Insights

Overview & Discovery

Entity Insights is where filing data and market narrative converge. For any tracked entity — a company, fund, or key individual — the Overview pulls together recent news coverage, sentiment momentum, and SEC-linked activity into one unified timeline. Instead of switching between a news terminal, a filings database, and a sentiment tool, your team sees everything in context: whether coverage is accelerating or declining, whether sentiment is diverging from price action, and where the SEC activity sits in the broader narrative arc.

The Discovery view extends this further. Starting from any entity, teams can surface related companies, institutional peers, co-covered names, and connected individuals — the kind of relationship map that would otherwise require hours of manual cross-referencing. It's particularly useful for identifying follow-on research paths when a 13F signals a new position or a Form 4 cluster points to coordinated insider activity.

Daily Brew Entity Insights overview – sentiment charts, KPIs, and unified news and SEC timeline for a tracked entity

Entity Insights Overview — sentiment, momentum charts, and unified timeline

Daily Brew Entity Insights Discovery – graph-style view of related entities, peers, and connected names

Entity Insights Discovery — graph-style view of related companies, peers, and co-covered names

Capabilities

What teams can do in this workflow

Multi-source ingestion — pull from news wires, RSS feeds, uploaded documents, direct URLs, and internal research notes into one unified pipeline

SEC filing workflows — dedicated 13F holdings tracking and Form 4 insider activity monitoring, structured for recurring use rather than one-off lookups

Entity timelines — unified view combining news articles, sentiment signals, and SEC events for any tracked company, fund, or individual in chronological context

Graph-style entity discovery — surface institutional peers, co-covered companies, connected insiders, and related filers to find the next research thread faster

Template-based brief generation — define a brief structure once; run it on schedule or on-demand across any combination of symbols, sectors, or filing triggers

Workflow

How this plays out in practice

1

Trigger from a filing, a name, or a news event

Select a ticker, an institutional filer, or an incoming SEC event. Daily Brew identifies the relevant 13F or Form 4 filing and pulls it into the workflow — no EDGAR navigation required.

2

Connect the filing to the surrounding narrative

The Entity Insights timeline surfaces related news coverage, sentiment momentum, and SEC activity for the same entity in one view — so you see immediately whether the filing fits a broader pattern or is an outlier.

3

Discover related holders, insiders, and peers

Graph-style Discovery maps institutional neighbors — co-filers, related companies, connected insiders, and shared coverage — so you can flag follow-on names for the brief or add them to tracked watchlists.

4

Generate the brief and run it on schedule

A structured output is generated from your template — headlines, key filing changes, sentiment summary, entity relationships, and flagged items. Save it as a repeatable pre-market or post-close workflow that runs automatically every session.

Business impact

What teams get from this workflow

Analysts spend time on analysis, not assembly. The manual work of pulling sources, cross-referencing filings, and formatting briefs is replaced by a structured pipeline — freeing senior research time for higher-value interpretation.

Filing events become research triggers, not tasks. 13F drops and Form 4 activity automatically surface the connected narrative — related news, sentiment shifts, entity relationships — so your team responds faster and with more context.

Coverage scales without headcount. Repeatable brief templates mean desks can expand the number of names they track without proportionally increasing the operational overhead per name.

Research is consistent, not dependent on who assembled it. Template-driven workflows mean the brief your PM reads on Monday looks the same as the one from Friday — structured, sourced, and actionable regardless of who ran the pipeline.

Next step

See it run on your symbols and sources

The best way to evaluate this workflow is to run it against your actual coverage universe — your tickers, your filers, your brief format. In a 30-minute demo, we walk through the 13F and Form 4 workflows, entity discovery, and brief generation using your team's names and data sources.

If you're managing a desk that already has a brief format in place, bring it — we can show you how to map it into a repeatable Daily Brew template in the same session.

Schedule a financial workflows demo →

FAQ

Common questions from financial research teams

What types of SEC filings does Daily Brew support?

Daily Brew currently supports 13F quarterly holdings filings and Form 4 insider transaction reports. The 13F workflow surfaces institutional position changes quarter-over-quarter; the Form 4 workflow tracks executive and director trades alongside related news and sentiment context. Additional filing types are on the roadmap — speak to the team about your specific coverage needs.

How does Daily Brew differ from a Bloomberg terminal or EDGAR search?

Bloomberg and EDGAR are data sources. Daily Brew is a workflow layer built on top of your sources. Rather than navigating to EDGAR, pulling a filing, then separately checking news coverage and sentiment in other tools, Daily Brew connects these in one pipeline — so a 13F filing event automatically surfaces related news, sentiment trends, and entity relationships in a single view. The goal isn't to replace your data sources; it's to eliminate the manual assembly work that sits between raw data and a usable brief.

Can we use our existing brief format, or do we need to adopt a new template?

Daily Brew supports custom brief templates. If your desk already has a standard format for pre-market notes, post-close summaries, or thematic reports, you can map that structure into a Daily Brew template. The pipeline then populates it consistently across every name your team tracks, on whatever cadence you define.

What does "graph-style entity discovery" actually mean in practice?

When you're investigating a company or filer, the relevant context often extends beyond that single entity. Who else holds it? Which other companies get covered alongside it? Are there connected insiders across related positions? Entity Discovery maps these relationships visually — so instead of manually cross-referencing holders lists and news databases, you can see the relational landscape of any name you're tracking and identify follow-on research paths in seconds.

Is Daily Brew designed for individual analysts or for team deployments?

Both. Individual analysts can use Daily Brew to streamline their personal research workflows — setting up tracked entities, configuring brief templates, and running on-demand or scheduled outputs. For team deployments, Daily Brew supports shared workflows and consistent brief formats across a desk, so the output your PM reads reflects a standardized process rather than whoever happened to assemble the brief that morning.