Deduplicate overlapping SEC insider filings to compute accurate holdings and activity.
npx skills add https://github.com/jefrnc/quant-llm-skills --skill insider-dedup
Please help me install this Agent Skill. Skill: insider-dedup Source: https://github.com/jefrnc/quant-llm-skills/tree/main/skills/insider-dedup Command: npx skills add https://github.com/jefrnc/quant-llm-skills --skill insider-dedup
This Skill prevents inflated insider holdings and insider transaction counts caused by double-counting overlapping Schedule 13D/13G group filings and closely related Form 3/4/5/144 transactions.
Use insider-dedup to compute a deduplicated total insider holdings percentage from all 13D/13G (and amendments) for a given issuer within your target date window.
High-intent search queries and answers about installing and using this skill.
Deduplicating overlapping SEC insider filings requires treating related Schedule 13D/13G group filings as a single position and matching identical Form 4 transactions across joint filers. This prevents inflated insider holdings and transaction counts caused by double-counting shared voting or dispositive power.
Inflated insider holdings from Schedule 13D group filings occur when multiple joint filers report the same underlying shares. Applying group identity and shared voting/dispositive power rules counts shared-power shares once per deduped group, ensuring accurate ownership aggregation.
Reconciling Form 4 transactions across related parties involves identifying identical-tuple transactions reported by executives, trusts, or spouses and summing only the deduped economic events. This transaction-attribution matching prevents double-counting insider activity within a group.
Form 144 does not count as a completed insider sale in transaction tallies. It is explicitly excluded from completed-sale counts to avoid mixing with actual Form 4 sales and to maintain accurate insider activity reconciliation.
Applying amendment-chain latest holding semantics uses the most recent amendment per deduped group to build current insider holdings. This ensures event-series correctness by reconciling the latest reported position with expected deal or dilution signals.
Mixing 13F filings with 13D and 13G ownership logic is avoided because they represent different reporting contexts. The deduplication process applies special-case guards to prevent mixing unrelated filing types and ensure accurate beneficial ownership computation.
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