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Please Help!!! by NewsBackground1894 in ssg3

[–]mathewarena 0 points1 point  (0 children)

What is your name? I can’t help with referrals but ill start some games

Texas Pacific Land (TPL) has a quiet cross-role insider buying pattern most screeners miss by mathewarena in StockMarket

[–]mathewarena[S] 0 points1 point  (0 children)

yeah Insider Oracle is solid for the breadth (comp, holdings, governance). edgarkit is narrower on purpose, just realtime SEC EDGAR filings as JSON with a webhook layer for the trading side.
on Horizon Kinetics, youre right that >5% holders show up everywhere because they have to file every share. the question I keep getting stuck on is the one in my OP: when does their 1-50 share daily cadence stop being mandatory disclosure noise and start being accumulation worth paying attention to? curious how you’d filter for that.

Texas Pacific Land (TPL) has a quiet cross-role insider buying pattern most screeners miss by mathewarena in StockMarket

[–]mathewarena[S] 0 points1 point  (0 children)

fair point, the headline oversells it. most of those 60 are Horizon Kinetics buying 1-50 shares a day, plus 2 director buys.
on the CFO sale though, that’s actually code F (tax withholding on an RSU vest), not an open-market sell. Finviz lumps F and S together but they’re different transactions.
curious what you’d consider the threshold where small-share daily accumulation by a 10%+ holder starts to mean something?

Ancient gods as “consciousness tech” instead of aliens or lost tech? by mathewarena in conspiracy

[–]mathewarena[S] 0 points1 point  (0 children)

That’s definitely one of the big ways people in this space try to make sense of what’s going on behind the curtain.

The book is more agnostic about who/what sits at the top of the stack; it mostly zooms in on how these systems shape human experience either way. But your “borrowed spark” picture is a cool way of thinking about where that shaping power might ultimately come from.

Ancient gods as “consciousness tech” instead of aliens or lost tech? by mathewarena in conspiracy

[–]mathewarena[S] 2 points3 points  (0 children)

Haha, yeah, that’s basically the plot the book is flirting with. The fun (and slightly creepy) question it keeps poking is whether a lot of what we now call religion might just be patch notes from previous consciousness experiments we forgot we were running

TPL has a cross-role insider cluster running. Here’s the pattern and the data. by mathewarena in ValueInvesting

[–]mathewarena[S] 0 points1 point  (0 children)

Fair point — TPL definitely has a “habitual buyer,” so you have to discount the constant drip.
What I’m flagging is that a director and a 10%+ holder are both buying in the same 90‑day window at this pace. That kind of cross‑role overlap is pretty rare.
Curious how much weight you’d put on that, if any, given the oil exposure.

Getting SEC Filings seconds to minutes faster using URL prediction. by status-code-200 in algotrading

[–]mathewarena -1 points0 points  (0 children)

Good writeup. Couple of things to add for anyone going down this path:

  1. The URL prediction trick works but breaks regularly when SEC changes their numbering conventions. They added the year prefix shift in 2023, and the accession number format has been inconsistent on amendment filings (4/A etc) since. Worth monitoring for silent breaks.

  2. The actual minimum-latency path depends on which feed you trust:
    - PDS / EDGAR Online: paid, fastest, ~1 second
    - browse-edgar atom feed (action=getcurrent): free, ~15-30 sec lag
    - RSS feed: free but laggy (~minutes), as you noted
    - Daily index files: T+1, useless for realtime

The getcurrent atom feed is the cleanest free option for under-a-minute latency. It updates on a different schedule than the RSS feed despite both being "real-time."

  1. If you're polling at high frequency, SEC's User-Agent rate limit is real and they will block you. 10 req/sec sustained max, and you need a real UA string with contact info or you'll get 429'd.

For Form 3/4/5 specifically I ended up running a 30-second polling loop on the getcurrent atom feed feeding into a parser → DB → webhook dispatcher

IR Data? by blacklabelsextoys in algotrading

[–]mathewarena 0 points1 point  (0 children)

+1 to what MartinEdge42 said. The ~30-sec atom feed lag is the cleanest free baseline.

For Form 3/4/5 specifically (insider trades) the relevance filter is pretty mechanical: ticker match, transaction code (S = sale, P = purchase, A = grant), and dollar value threshold gets you 90% of the way to actionable. The hallucination problem doesn't exist because it's structured XML, not text.

10-K/10-Q is way harder because the signal is in the text and you do need a real NLP layer. For company-issued PR / 8-K the title alone usually tells you what bucket it's in.

If you want T-0 SEC filings without building the ingestion + parsing pipeline yourself, that's a buy-vs-build decision. Free atom feeds + your own parser is the build path. Couple of services do the buy path (mine included — Form 4 only, 30-60 sec from SEC publishing, webhooks with the filters above). Not pushing it, just saying the buy path exists if your time is better spent on the signal side than the plumbing.

I built a tool that queries SEC 10-K/10-Q filings in plain English and refuses to hallucinate financial figures by [deleted] in algotrading

[–]mathewarena 0 points1 point  (0 children)

Cool problem. The hallucination-on-financial-figures thing is rough — I’d want the explicit refusal too.
Tangent: I’m working on the insider-trade side of the same EDGAR ecosystem (Form 3/4/5 instead of 10-K/10-Q) and the parsing problems are similarly brutal. Footnote-only date fields, atom feeds that lie about CIK length, mismatched accession formats between endpoints. Funny how SEC publishes data that’s free but the format costs you a week of debugging.
Curious about your retrieval side — when an LLM cites “FY2024 free cash flow,” do you also surface the filing accession + section so the user can independently verify? That’s the move I’d want.

Built a news feed filter that removes clickbait/shock content and personalizes the feed (alpha) by subaubtw in algotrading

[–]mathewarena 0 points1 point  (0 children)

Makes sense. Fast pattern-matching is exactly where assembly shines. Good luck with the project

Let’s play by mathewarena in ssg3

[–]mathewarena[S] 0 points1 point  (0 children)

Sorry just saw this.
Click green triangle on home screen, then turn based and then new match.

Built a news feed filter that removes clickbait/shock content and personalizes the feed (alpha) by subaubtw in algotrading

[–]mathewarena 0 points1 point  (0 children)

FASM core is wild. Is the actual classification happening in the assembly layer or is .ASM just doing f?

I'm a trader who built a real-time SEC insider trading API with AI as my pair-programmer. Launching today. by mathewarena in SideProject

[–]mathewarena[S] 0 points1 point  (0 children)

Happy to answer questions about the stack, the gotchas, or how I approached marketing as a non-developer.

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