insiderdelta
CoverageForm 410-K10-Q8-K13D13G13F

Changelog

Substantive changes to insiderdelta. We log new datasets, new pages, parser improvements, and notable fixes - but skip cosmetic tweaks and routine dependency bumps.

May 29, 2026

Resolver

  • Two-pass XBRL alias resolution: try Company Facts across every alias before falling back to bulk FSDS.
  • Largest-match strategy for ambiguous revenue concepts (fixes Bunge and similar issuers reporting both Revenues and a subset RevenueFromContract...).
  • Split-adjusted historical EPS: per-share values from periods before subsequent splits are divided by the cumulative forward-split factor.
  • IFRS taxonomy aliases for foreign issuers (ASML, Toyota, BP, Shell).
  • Source-provenance markers (◇) for Financial Statement Data Sets fallback cells.

Ingest

  • Issuer metadata backfill (SIC, exchange, state of incorporation, fiscal-year-end) from SEC submissions JSON.
  • Dividends + stock splits via Yahoo Finance, with TTM rollups and per-ticker incremental cursors.
  • SC 13D / 13G ownership filings from quarterly master.idx - including the SCHEDULE 13D form-name rename EDGAR did in 2024.
  • 13F-HR holdings for a curated smart-money manager list.
  • 8-K item-level body parsing - sections keyed item_N_NN with per-item sentences and word counts.
  • 8-K item 2.02 exhibit fetching - earnings press releases pulled from referenced Exhibit 99.X documents.
  • Inline-XBRL segment revenue: business / product / geographic axes extracted from 10-K instance documents.
  • Per-issuer XBRL Company Facts auto-fill for new issuers via the daily pipeline.

Pages

  • Financials page rebuilt: TradingView lightweight chart, Annual/Quarterly toggle, 42 ratios across 6 categories, Altman Z′ and Piotroski F-score cards, dividend section, peer comparison, segment-revenue breakdown.
  • 10-K detail page with section navigation and topical-sentiment scoring (M&A / Cash flow / Expense / Revenue / Income).
  • 8-K detail page with Item 2.02 highlight and inline exhibit rendering.
  • New /signals/clusters, /signals/late, /signals/activists, /signals/smart-money, and /signals/dividends pages.
  • /sectors SIC summary with top tickers per sector.
  • Ticker-first canonical URLs at /issuers/[ticker] with 308 redirects from CIK form.
  • CSV downloads of financials at /api/v1/issuers/[cik]/financials.csv.

Validation

  • New Validation & accuracy page documenting sources, normalization, and disclaimers.
  • Canary-ticker validation suite (npm run validate:ticker) with hand-curated truths and ±1% tolerance.
  • Per-issuer coverage-audit script reporting fill rate by line item across a random sample.

Fix

  • lightweight-charts couldn't parse Tailwind v4 oklch() colors - hardcoded the brand hex for the price chart.
  • Walmart Gross Profit was blank - added a derive() callback computing Revenue - COGS when not explicitly tagged.
  • Apple FY2020 EPS growth showed -72% - the 4:1 split in Aug 2020 left historical EPS unadjusted; the new split-adjustment pass fixes it.
  • 13D/G ingest matched the legacy SC 13D form name but missed SCHEDULE 13D - EDGAR renamed in 2024 and we now accept both.

Docs