What is inside

  • Liquidity in your region. Insider sales and Form 144 planned sales by people in your area.
  • Gifts announced. Gifts that were made public this week.
  • New money forming. IPOs, S-1 filings and Form D raises.
  • Big insider sales, nationally. The largest sales of the week.
  • Stock gifts. Gifts of stock from Form 4 filings (code G).

The first edition covers Virginia, Maryland and DC. More regions follow.

A sample

These names and companies are fictional. They show the format only.

  • Insider sale · Form 4Dana Whitfield, a director of Northbridge Analytics, sold 40,000 shares at about $31. That is about $1.2 million. Filing linked.
  • Planned sale · Form 144Marcus Ellery, an officer of Harborline Systems, filed notice to sell up to 25,000 shares. Filing linked.
  • Stock gift · Form 4, code GPriya Anand gave 10,000 shares of Cedar Ridge Software to a donor-advised fund. Filing linked.
  • New money · S-1Lumen Parcel Co. filed to go public. Founders and early backers are named as selling holders. Filing linked.
  • Raise · Form DTidewater Biosciences reported a $48 million raise. Filing linked.

Who it is for

Prospect researchers, major gift officers and development directors. If you need to know who just had a wealth event, this is for you.

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