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Bridging the gap
between
the Street and
the Valley.

Institutional-grade financial intelligence. 100M+ data points across SEC filings, insider trades, ownership data, and annual financials — structured and ready.

100M+
Data Points
13K+
Companies
30yr
History
10K+
Asset Managers
3M+
Filings
4.8M+
Financial Reports - Deep Dive
Live
SEC Updates
8 +
Software Modules
SIRF Platform - Investigative Research & Filings

Built on 100,000,000+ structured data points

The full picture behind every
public company — uncovered.

SIRF goes beyond surface-level data. Every module is purpose-built to reveal insights other platforms miss.

Smartvest SIRF
Securities Investigative Research & Filings
Beta
100 Million Data Points
01 / 12
Financial Statement Analysis
Deep-dive into Balance Sheets, Income Statements & Cash Flow. Annual & quarterly with automatic YoY % change highlights.
10-K10-QBalance SheetCash Flow
Cash & Equiv.$78,779M ↑7.35%
Total Assets$624,894M
Revenue YoY+18.38%
Operating Inc.+23.75%
02 / 12
Insider Transactions
Track every Form 4 filed by CEOs, executives and directors. See who's buying, selling, and reporting — non-derivative & derivative positions parsed.
Form 4CEO TradesBoardNon-Deriv.
Andrew JassyForm Data
D. HerringtonForm Data
Period2025-03-12
DerivativeNo Data
03 / 12
Institutional Ownership
Review the largest institutional holders. Identify long-term smart money accumulation and distribution patterns quarter by quarter.
13-F13-D/GQ1 2025
Vanguard Group832,274,556
State Street368,934,077
FMR LLC339,634,992 ↑
JPMorgan206,513,394
04 / 12
Event-Driven Data
Real-time company events from 8-K filings — major financial events, new issuances, M&A, legal proceedings & executive changes.
8-K20-F40-F6-K
CompanyAMAZON.COM INC
Filing Type8-K
Period EndOct. 31, 2024
ExchangeNASDAQ
05 / 12
SEC Filings Navigator
Browse and search every SEC filing type in one place. Full EDGAR integration — annual, quarterly, current reports, foreign issuer forms and registration statements parsed and indexed.
10-K10-QS-120-F8-K
Filing TypeAnnual (10-K)
IssuerAPPLE INC
Filed2024-11-01
EDGAR CIK0000320193
06 / 12
Registration & Offering Filings
Track IPOs, secondary offerings, shelf registrations and prospectus filings. Get ahead of new issuances with structured S-1, S-3, 424B and F-1 data the moment they hit EDGAR.
S-1 / S-3424BF-1Prospectus
FormS-1 (IPO)
Offering Size$2.4B
Shares Offered42,000,000
Use of ProceedsR&D + Debt Refi
07 / 12
Portfolio & M&A Intelligence
Track company segments, institutional holdings & historical M&A activity. Tens of millions of data points across corporate structure.
M&A HistorySegmentsHoldings
Rivian Auto.158,363,834 sh
Vital Farms1,529,230 sh
Total Value$1.97B (000s)
Data PointsTens of Millions
08 / 12
Smart Money Accumulation
Monitor how major institutions shift positions over time. Spot smart money accumulation and emerging trends before the broader market.
13-F DiffQoQ ChangesProxy Stmts
New Positions↑ 24 Added
Exits↓ 11 Sold
Increased↑ 63 Holdings
Decreased↓ 38 Holdings
09 / 12
Proxy Statement Analysis
Decode DEF 14A proxy filings — executive compensation tables, say-on-pay votes, board composition, director independence and shareholder proposals all structured and searchable.
DEF 14ADEFR14ASay-on-PayBoard
CEO Total Comp$29.2M
Say-on-Pay94.2% For
Board Size11 Directors
Independent9 / 11 (82%)
10 / 12
Legal & Litigation Data
Surface legal proceedings, regulatory actions, SEC enforcement orders and material litigation buried inside 10-K risk factor disclosures and 8-K legal event filings.
SEC EnforcementLitigationRisk FactorsRegulatory
Case TypeClass Action
Filed2024-09-14
Claim Amount$480M+
StatusPending
11 / 12
Deep Dive — Business & Risk
Navigate the full 10-K structure — Business overview, Risk Factors, MD&A and competitive landscape pulled into structured, searchable sections. No more manual PDF hunting.
Item 1 – BusinessItem 1A – RisksMD&A
Risk Factors47 Identified
Key RiskGeopolitical / AI
Commercial PaperAgreements
Lease AgreementsPolicies
Employees RSU | Stock Based Compensation1,551,000
12 / 12
Deep Dive — Financials & Notes
Dissect audited financial statements and footnotes inside the 10-K. Revenue recognition policies, debt schedules, segment breakdowns, goodwill impairment tests and off-balance-sheet items.
FootnotesRevenue Rec.Debt ScheduleGoodwill
Property and Equipment$58.3B
Goodwill$23.1B
Rev. RecognitionASC 606
Legal ProceedingsLegal
AuditorErnst & Young
08 / 12
Portfolio & M&A Intelligence
Track company segments, institutional holdings & historical M&A activity. Tens of millions of data points across corporate structure.
M&A HistorySegmentsHoldings
Rivian Auto.158,363,834 sh
Vital Farms1,529,230 sh
Total Value$1.97B (000s)
Data PointsTens of Millions
09 / 12
Smart Money Accumulation
Monitor how major institutions shift positions over time. Spot smart money accumulation and emerging trends before the broader market.
13-F DiffQoQ ChangesProxy Stmts
New Positions↑ 24 Added
Exits↓ 11 Sold
Increased↑ 63 Holdings
Decreased↓ 38 Holdings
SLIDE 1 OF 6
Make Smarter Investment Decisions. Backed by real SEC filings — 10-Ks, 13-Fs, 8-Ks, DEF 14A, Form 4 & more.
⬡ Built on 100,000,000+ structured data points
Software Modules

Every tool you need to
research any public company.

Six specialized modules, all searchable by ticker or company name. Click any card to explore.
SEC Filings
Review all important regulatory filings — financial, legal, and proxy documents
DEF 14A13-F10-K10-QS-18-KForm 3,4,520-F40-F6-k
Active

Access and review every SEC filing for any public company — from proxy statements to annual reports, insider disclosures to IPO filings. All documents are parsed, structured, and displayed with EDGAR-sourced data updated in real time.

DEF 14A — Proxy Statements
Review shareholder meeting proposals, executive compensation, and board election details.
13-F — Institutional Holdings
Quarterly snapshots of what large funds hold — required for all managers over $100M AUM.
S-1 & 8-K — IPOs & Material Events
Track registration statements and current reports disclosing significant business events.
Form 3, 4, 5 — Insider Ownership
Required disclosures of initial and changes to insider beneficial ownership.
10-K, 10-Q Financial Statements
Mandatory quarterly and annual financial performance disclosures.
20-F, 40-F Financial Disclosures
Mandatory financial performance disclosures for foreign entities.
SEC Filings · AAPL · 2026
EDGAR Live
Apple Inc.
Consumer Electronics · Cupertino, CA · Fiscal year ends September
AAPLCIK 320193
Types available
7
Not applicable
4
Most recent 10-K
Oct 2024
Total on record
1,840+
Available filings
Proxy Statement
DEF 14A
Annual shareholder meeting proposals & executive compensation
31 filingsView
10-K Annual Report
10-K
Comprehensive yearly financial report and business overview
37 filingsView
10-Q Quarterly
10-Q
Quarterly unaudited financials and management discussion
112 filingsView
8-K Current Events
8-K
Material events and corporate announcements
248 filingsView
Form 3 Initial Ownership
Form 3
Initial statement of beneficial ownership by insiders
18 filingsView
Form 4 Ownership Changes
Form 4
Changes in beneficial ownership — insider trades
892 filingsView
Form 5 Annual Ownership
Form 5
Annual statement of changes in beneficial ownership
12 filingsView
Not applicable
13-F Institutional Holdings
13-F
Quarterly institutional investment manager holdings report
20-F Foreign Private Issuer
20-F
Annual report for non-US companies listed on US exchanges
40-F Canadian Issuer
40-F
Annual report for Canadian companies registered with SEC
6-K Foreign Private Report
6-K
Periodic report for foreign private issuers
WhaleTracker · 13F
Software tracks trillions of dollars in equities held by the biggest institutional investors
BanksMoney ManagersWealth AdvisorsHedge Funds10yr+
Active
Analysis of Insider Transactions
Review trades by CEO, founders, executives, board of directors, and all insiders
Form 4Open MarketOptionsGifts10b5-1
Active
Annual Financial Statements · 10K
Deep-dive into balance sheets, income statements, and cash flows. 10 years of data.
Balance SheetIncome StatementCash Flow10yr History
Active
Quarterly Financial Statements · 10Q
Quarter-over-quarter financial analysis for any public company
QoQ AnalysisYoY TrendsMulti-yearSegments
Active
Stock Holders · Ownership Data
Institutional, retail, and insider ownership — complete shareholder picture
InstitutionalRetailInsider %Float
Active
IPO Filings · Live Feed
S-1 and related IPO filings submitted to the SEC — filtered by sector, date, or company name
S-1S-11F-1Live FeedEDGAR
Active
In investing, what is comfortable is rarely profitable.
— Robert Arnott

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