CUSTOMERS — EQUITY RESEARCH

Filing Data for Equity Research Analysts

EQUITY RESEARCH

The model lives in Excel. The ownership slide, the insider page, and the supplier list should not require a second terminal and a morning of tab-switching.

The gap on the desk

Today

Filings, holders, and insider prints are spread across EDGAR, a shared FactSet seat, and last quarter's paste into the model.

With RyxelData

Pull holders, Form 4s, and disclosed customers into the same workbook or notebook. The filing URL stays on the row.

THE CHALLENGE

The problem you're up against

Equity research already has a stack: Excel, maybe CapIQ or FactSet, maybe Bloomberg on the director's desk. The daily work is still the same. Read the 10-K. Update the model. Check who owns it. See if insiders are buying.

Those last two steps are filing work. They do not need a quote board. They need structured 13F, Form 4, Form 144, and the customer/supplier notes companies already disclose.

Associates spend the morning collecting that into a sheet. By the next print the sheet is stale.

The pages that belong in the initiation

13F

Institutional ownership, current and last quarter

Holder lists and issuer aggregates for the coverage universe. The ownership page stops being a screenshot.

FORM 4

Insider activity on names you cover

Officer and director trades, coded, with shares owned after. Cluster buying is a paragraph you can source.

SPLC

Customers, suppliers, partners

Extracted from 10-Ks and earnings disclosures. Write the concentration risk from a graph, not from a Ctrl-F through Item 1.

IPO

Deal terms when the name is new

S-1 to pricing, underwriters, lockups, last-year financials. Useful for recent listings and for comps.

THE SOLUTION

How RyxelData fits

RyxelData sits next to Excel, FactSet, CapIQ, and whatever you use for prices. It does not replace the model or the existing research terminal.

Query the coverage list for holders, insider trades, proposed sales, and disclosed relationships. Drop the JSON into the workbook, a Python notebook, or an internal dashboard.

Every row links to EDGAR. When the PM asks where a number came from, you open the filing, not a footnote that says 'company reports.'

THE RESULT

What changes for your team

The initiation and the quarterly update share a data layer. Ownership and insider pages refresh without a scavenger hunt.

Associates spend the morning on the thesis, not on rebuilding last quarter's holder table.

Directors still get the expensive seat if they want it. The rest of the team is not blocked on it.

Built for analysts who live in the filings.

For equity research analysts, associates, and research directors. RyxelData sits next to the model. No rip-and-replace.

Deep ownership work

13F holders, insider prints, and Form 144 notices on every name you cover.

One ticker, the filing facts

Holders, insiders, and the disclosed supply chain for a name, queryable together.

The whole team, one key

Associates and the director hit the same endpoints. Access is not rationed by chair.

Frequently asked questions

Does this replace FactSet, CapIQ, or Bloomberg?

No. Those tools stay for financials, estimates, and whatever else you already run. RyxelData is the ownership, insider, and relationship layer you can pull into Excel or a notebook.

Do you have standardized financial statements?

Not yet. Income statements, balance sheets, and cash flows are on the roadmap. Today the live datasets are insider transactions, 13F holdings, Form 144, funds, supply chain, and IPOs.

Can I verify a figure against the filing?

Yes. Records carry a link to the source document on EDGAR.

How do associates actually use this?

Most teams pull JSON into Excel, Python, or an internal dashboard. Anything that speaks HTTP works. There is also a typed TypeScript SDK if your internal tools are on that stack.

TALK TO US

Tell us what your team is building

Share your use case and the datasets you need — we'll set up access for your team and one API key that covers it all.