Knowledge BaseWhat is SEC Intel?
SEC Intel monitors SEC 8-K filings in real-time and uses AI to translate complex regulatory language into actionable business intelligence. Public companies are required to file 8-K reports within 4 business days of material events—giving you a significant head start over traditional news sources.
Why 8-K Filings Matter
SEC Form 8-K is the "current report" that public companies must file when significant events occur. Unlike quarterly earnings (10-Q) or annual reports (10-K), 8-K filings capture material events as they happen—often before press releases or news coverage.
The Early Signal Advantage:
- Companies must file within 4 business days of material events
- News outlets often don't cover filings for weeks or months
- Most sales teams never see these signals until it's too late
- Fundz AI translates legalese into plain English insights
Types of 8-K Events We Track:
Item 5.02 — Executive Changes
Departure or appointment of directors and principal officers (CEO, CFO, COO, etc.).
Item 1.01 — Material Contracts
Entry into material definitive agreements—major contracts, partnerships, licensing deals.
Item 2.01 — Acquisitions & Dispositions
Completion of acquisition or disposition of assets—M&A activity, divestitures.
Item 2.02 — Financial Results
Results of operations and financial condition—earnings announcements, guidance updates.
Item 8.01 — Other Events
Other material events the company chooses to disclose—product launches, strategic initiatives, regulatory updates.
How to Use SEC Intel
Browsing SEC Filings:
- Navigate to SEC Intel in the sidebar
- Browse recent 8-K filings with AI-generated summaries
- Use filters to narrow by filing type, industry, or date range
- Click any filing to see the full AI translation and key insights
- Track the company to get alerts on future filings
Filtering Options:
- Filing Type: Filter by specific 8-K item numbers (5.02, 1.01, etc.)
- Industry: Focus on sectors relevant to your ICP
- Company Size: Filter by market cap or employee count
- Date Range: See filings from the past week, month, or custom range
- Location: Filter by company headquarters location
AI-Powered Translation
SEC filings are written in dense legal and regulatory language. Our AI translates each filing into:
📝 Plain English Summary
What actually happened, explained in simple terms
💡 Key Insights
Why this matters for sales and business development
🎯 Outreach Angle
Suggested talking points for your outreach
📊 Impact Score
How significant this event is for the company
SEC Alerts for Tracked Companies
When you track a public company, you automatically receive alerts for their SEC filings:
- Real-time notifications when tracked companies file 8-Ks
- Daily digest includes SEC filings alongside other business events
- AI summaries delivered directly to your inbox
- Historical filings available on company profiles
Use Cases:
For Sales Teams
Get notified within days of executive changes at target accounts. New CXOs often bring their preferred vendors—be first in line before competitors even know there's an opportunity.
For Account Managers
Monitor existing customers for leadership changes that might affect your relationship. Stay ahead of potential churn by knowing when key champions leave.
For Investors & Analysts
Track portfolio companies and investment targets for material events. Get AI-translated summaries of complex filings without wading through legal documents.
For Competitive Intelligence
Monitor competitors' SEC filings to understand their strategic moves, partnerships, and executive changes before they're covered in the press.
Plan Availability
SEC Intel is available on all paid plans. Strategic tier users get enhanced AI analysis with deeper insights and recommended outreach strategies.
If you have questions about SEC Intel or need help interpreting filings, please reach out to our customer service team for assistance.