Free agent build · fresh public filings

    Reach them the week they turn stock into millions in cash

    Learn to build it yourself - you get the exact prompts + step-by-step guide for the SEC Form 4 agent that catches insider stock sales the day they're filed, flags the people who just turned shares into real cash, and hands you a scored, review-ready list from free public EDGAR filings. Copy, paste, and run it on your own account.

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    01What you get

    Everything to build it yourself - nothing held back.

    Not a teaser. The exact copy-paste prompts, the scoring logic, and the step-by-step setup to stand up your own SEC Form 4 agent today.

    1

    The full agent prompt

    Copy, paste, and run. The exact prompt that powers the whole agent - no prompt engineering required.

    2

    Free, fresh, primary data

    Straight from public SEC filings. No wealth list everyone else already bought, no per-record data fee.

    3

    Scored so you know who to call first

    Every filing is ranked against your niche - transaction size, liquidity event, no advisor of record - so you work the best first.

    4

    Be the first, not the tenth

    You reach people the week they come into money, before a single other advisor has them on a list.

    5

    Review-ready, compliance-minded

    It hands you a list to review - you decide who to contact. Nothing auto-blasts a regulated prospect.

    6

    Step-by-step setup guide

    Wire it up today, even if you've never built an agent before. We walk you through every step.

    $0Cost for primary EDGAR data
    DaysFresh - not a months-old list
    1stAdvisor to reach them, not 10th
    02How it works

    Four moves. Filing to first call.

    The agent works the government website nobody checks - you just show up to review and call.

    01

    Catch the filing

    It watches EDGAR and pulls new Form 4 insider sales the day they're filed - free, primary data.

    02

    Flag who just got liquid

    It surfaces the people who just turned a block of stock into real cash - a live liquidity event.

    03

    Score & prioritize

    Each one is scored against your niche so you know exactly who to call first.

    04

    You review, then reach out

    A review-ready list lands in your hands. You decide who to contact - compliance stays intact.

    03"But that data is public - anyone can get it"

    Exactly. And almost no advisor checks it.

    The wealth niche's best lead source is a free government website nobody opens. Insider sales are filed publicly within days - but digging through EDGAR by hand, scoring each filing, and spotting who just came into money is a job no advisor has time for. So they buy the same stale lists everyone else has. The agent works EDGAR for you, 24/7.

    • Catches the sale the week it happens - not a list gone cold months ago.
    • Flags the people who just turned stock into real, spendable cash.
    • Scores each one and checks for no advisor of record - so you call the best first.
    Form 4Newly-liquid prospects, scored
    Reporting person
    SR
    Sarah ReyesVP Eng · Northstar Robotics
    Transaction · option exercise + sale
    31,500 shvested + sold
    ▲ $2,180,000 liquid this week
    🎯 Why call now
    Fit score91 / 100
    Advisor of recordNone found
    → First liquidity event · no advisor yet
    Free · instant access

    Stop buying stale lists. Catch them the week they cash out.

    Drop your email and we'll send the exact prompts and the full build guide right now.

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