The activist intelligence feed for funds under $1B.
13D Watch sits between the institutional-priced tools and the retail screeners. 13D Monitor runs around $18K a year. WhaleWisdom Pro is about $500. 13D Watch sits in the middle at $1,500 to $3,000 a month, built for the buyers in that middle: single-PM funds, RIAs under $500M AUM, family offices, and research shops.
How the data is built.
The activist feed
Every Schedule 13D and 13G filed with the SEC is ingested as soon as it appears in EDGAR. We parse the filer, issuer (matched to ticker via the SEC's company_tickers table), event date, share count, percent ownership, and the canonical filing URL.
The data lives in a Supabase warehouse. A Cloudflare Worker fronts both the public preview and the licensed full feed, reading from the warehouse and serving edge-cached responses globally. The public preview is visible on the recent filings page.
The overlap
For every activist filing, we cross-reference the same issuer's Form 4 insider transactions. Code-P open-market purchases inside a ±90-day window of the 13D filing are the most consequential cross-signal — they appear in a small fraction of activist filings and historically precede outsized moves.
Institutional consensus is layered from a watched basket of ten managers (Berkshire, Pershing Square, Baupost, Appaloosa, Third Point, Duquesne, Viking, Tiger, Lone Pine, Elliott). FINRA short interest is joined on symbol. Each filing in the licensed feed carries all four contexts.
The three-factor signal.
Pro adds a cluster-detection layer for a specific pattern: an activist 13D, a Code-P insider open-market buy, and a congressional purchase, all on the same ticker inside a configurable window. Any one of those alone is interesting. All three at once is a different signal.
The endpoint runs in production today, joining activist_filings × insider_transactions × congressional_trades on ticker within ±N days (default 365). Pro subscribers query it through the API or receive the match as a real-time alert.
Pro also includes custom watchlists, real-time email and webhook alerts, and a macro context layer covering the FRED yield curve, CFTC COT positioning, treasury auction demand, and FINRA short interest. The macro view is for reading regime, not individual filings.
Who builds it.
13D Watch is built by Long Street Consulting, LLC. The pipeline pulls SEC EDGAR, Form 4 transactions, FINRA short interest, congressional trade disclosures, and FRED and CFTC macro series straight from each source — no third-party resellers, no scraped middlemen.
Every number in the feed is traceable back to its primary record, and every filing links to the canonical SEC URL.