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Deep-Dive into Company Information 🔎

Before you buy that company's stock or dump money into that ETF, you most likely will go onto Yahoo Finance or Morningstar to look at its performance. While those platforms do a great job at evaluating how a company is doing, it leaves out other important information that you may want to know before investing.

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Want to look at things such as financial documents, insider transactions, or how much a board member is being paid? Ask EDGAR!

From the U.S. Securities and Exchange Commission Website:

"The EDGAR database provides free public access to corporate information, allowing you to research a public company’s financial information and operations by reviewing the filings the company makes with the SEC. You can also research information provided by mutual funds (including money market funds), exchange-traded funds (ETFs), and variable annuities."

Here is a list of everything you can find on EDGAR's database:

  • Financial Information and Results of Operations

  • Shareholder Meetings

  • Executive Compensation

  • Insider Transactions

  • Beneficial Ownership Interest

  • Business Combinations

  • Public Offerings

  • Securities-based Crowdfunding

  • Regulation A Offering

  • Foreign Private Issuers

  • Mutual Funds and ETFs

  • Variable Annuities

  • Exhibits

EDGAR–Search and Access

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