How OQRO treats data

Start from the public record, preserve its timing and limits, normalize it deterministically, calculate context from structured data, and only then write the plain-English explanation.

Rules that apply everywhere

Official records first. Third-party data can help with mapping or market context. It never silently replaces the official source.
Four dates, kept apart. Transaction or event date, reporting period, filing or disclosure date, and our ingestion time are separate fields.
No false precision. Ranges stay ranges. We never invent an exact value or an exact transaction date.
Amendments keep history. An amendment links to the record it amends and re-runs the derived context.
Every event has a receipt. Source type, source ID, URL and parser version are stored with it. Entity matches carry a confidence: exact identifier, then verified alias, then manual override.
Relevance is attention, not return. The internal ordering never encodes direction. A large sale and a large purchase can both rank high.
AI explains, it does not source. Official source, parser, database, calculations, then an explanation written only from verified fields.

Insider Activity

SEC Form 4 / 4-A (EDGAR)

Each unseen accession number is queued once. The ownership XML is fetched and preserved, within SEC fair-access limits and with a declared User-Agent.
The transaction code is only a starting point. Footnotes and the derivative or non-derivative table decide the class: open-market purchase, sale, grant, option exercise, tax withholding, gift or other.
Only confirmed discretionary purchases get purchase context: value, ownership change, seniority, rarity, size versus the same insider's history, and distinct-insider clusters.
A planned or mechanical flag appears only when a footnote says so. We never infer a plan.
After disclosure we measure 7, 30, 90, 180 and 365-day returns against SPY, an S&P 500 fund, once they mature. The starting point is the close of the first trading day after the filing date. This is history, not a forecast.
“Since the trade” compares the close on the trade date (or the last trading day before it) with the latest close, next to SPY over the same dates. It describes what the price did, not whether the trade was wise.

Institutional Moves

SEC Form 13F-HR / 13F-HR/A

A 13F is a quarter-end snapshot, generally due within 45 days after quarter end. It never reveals a trade date, so we write “disclosed a new position for Q2 2026”, never “bought today”.
We track a curated set of managers and compare each filing with the manager's immediately preceding comparable filing: new, increased, reduced, exited, or unchanged.
Share count drives classification because reported value also moves with price. Clean split-ratio jumps are flagged before they are called trades. Puts and calls are separate lines.
Weight is the position's share of the disclosed 13F portfolio, not of the manager's total assets.
A manager often reports one security on several lines (one per internal manager). We add them up. Securities are matched to companies by CUSIP through OpenFIGI, and kept only when the ticker is one we cover.
Amendments (13F-HR/A) are not merged yet: we compare the latest original filings.

Political Disclosures

House Clerk and Senate eFD (periodic transaction reports)

House and Senate are separate adapters that convert to one normalized schema. Image-based documents keep a reviewable page reference.
Amounts are official bands. We store the minimum, the maximum and the band text, and never replace them with an exact value or a midpoint.
The owner (self, spouse, dependent child, joint) appears only when the filing states it. Lag is the days between the transaction and the filing.
We report what was disclosed. We do not infer motive, policy intent or inside knowledge. Commercial use of these records needs US legal review before paid launch.

Federal Contracts

USAspending.gov API v2

We ingest prime contract awards and keep the raw API record. Grants and loans are excluded.
Recipients resolve to a public parent by UEI first, then verified parent or recipient aliases. If ownership is uncertain, the recipient is shown without a ticker.
Current obligations are real dollars obligated to date. The potential or ceiling value is a maximum and is never presented as revenue.
T12M means obligations to date on awards newly signed in the last 12 months and mapped to the company. Agency concentration is the largest agency's share of that total.
Scale versus revenue divides T12M obligations by the latest annual revenue the company reported in its 10-K. Obligations are usually earned over several years, so this is a size comparison, not a share of sales.

Lobbying

Lobbying Disclosure Act quarterly reports (lda.gov)

A report belongs to a company when the client name matches one of its verified names or units. A one-word name must match exactly, so a different company that shares the first word is never included.
A company that lobbies with its own staff reports its total expenses, which by rule already include what it pays outside firms. That figure is the quarter's total. Outside firms' reported income is only added up when there is no in-house report, so nothing is counted twice.
Amounts under $5,000 may be left blank on the report. Amended reports replace the original for the same firm, client and quarter.

Market and company data

Polygon.io daily closes · SEC XBRL company facts and 8-K · FINRA · Finnhub

Prices are daily closes adjusted for splits and dividends, so a split never looks like a crash. We do not show intraday prices.
Revenue, net income and shares outstanding are the figures each company tagged in its own 10-K and 10-Q. One figure per fiscal year, from the latest filing that reports it. Series a company stopped reporting are not shown as current.
Market value is the last close times the latest reported shares outstanding. It is left blank when a company only reports its share classes separately.
Results dates are the company's own 8-K filings that report Item 2.02 (results of operations). A trade is placed relative to the last results before it and, once they have happened, the next ones. We never use a predicted date.
Buybacks and dividends are the cash the company actually paid in the year, from its cash-flow statement, not the size of an announced programme.
Short interest is FINRA's consolidated count of shares sold short, published twice a month. Days to cover is that count divided by average daily volume.
Press headlines link to the original article. We leave out lists and “should you buy” pieces, and we do not show analyst estimates, which are forecasts.

OQRO is a research tool. It describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction.