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Monitors with source receipts

Examples of recurring monitors, bounded snapshots, and registries delivered with source records, timestamps, and review notes.

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  1. OUT-0001Available

    SEC Filing Monitor

    Know when your issuers file with the SEC. Get notified of new 10-Ks, 10-Qs, 8-Ks, and amendments. Evidence shows what was filed and when.

    SEC FilingsDisclosure Monitoring
    Source family

    SEC EDGAR (8-K, 10-K, 10-Q, amendments)

    Open monitor
  2. OUT-0002Available

    CMBS CUSIP Ownership Monitor

    Track who owns CMBS CUSIPs from SEC Form N-PORT fund holdings. Get ownership changes, concentration alerts, and source filing evidence.

    CMBSOwnership
    Source family

    SEC Form N-PORT (public portion)

    Open monitor
  3. OUT-0003Available

    REIT Property Disclosure Monitor

    Monitor REIT property disclosures from SEC filings. Detect property additions, removals, reclassifications, and attribute changes with source evidence.

    REITSEC FilingsDisclosure Monitoring
    Source family

    SEC EDGAR (10-K, 10-Q, 8-K, exhibits)

    Open monitor
  4. OUT-0004Available

    Prospectus Market Context Snapshot

    Capture rates, curves, calendars, and macro context for prospectus analysis, with source timestamps and reviewable evidence.

    Market ContextProspectus
    Source family

    Public macro & rates datasets (SOFR, SONIA, €STR, FRED, policy calendars)

    Open monitor
  5. OUT-0005Available

    BDC Portfolio Obligation Monitor

    Track BDC portfolio obligations from SEC filings. Get notified when maturities shift or holdings change, with source evidence attached.

    BDCSEC FilingsDisclosure Monitoring
    Source family

    SEC EDGAR (10-K, 10-Q, Schedules of Investments, footnotes)

    Open monitor
  6. OUT-0008Available

    Control Relationship Disclosure Monitor

    Track SEC-disclosed officers, directors, insiders, and beneficial owners. Get notified when disclosed control relationships change, with source evidence.

    SEC FilingsOwnershipDisclosure Monitoring
    Source family

    SEC EDGAR (Form D, Forms 3, 4, 5)

    Open monitor
  7. OUT-0009Available

    CLO Borrower SEC Disclosure Monitor

    Track CLO borrower SEC disclosure changes from EDGAR. Get notified when filings, credit agreements, or expected disclosures change, with source evidence.

    CLOSEC FilingsDisclosure Monitoring
    Source family

    SEC EDGAR (8-K, 10-Q, 10-K, amended filings, exhibits)

    Open monitor
  8. OUT-0011Available

    SEC Exhibit Change Monitor

    Monitor SEC filing exhibits for replaced credit agreements, subsidiary lists, certifications, and incorporation-reference changes with source evidence.

    SEC FilingsExhibitsDisclosure Monitoring
    Source family

    SEC EDGAR (exhibit attachments across 10-K, 10-Q, 8-K, and amendments)

    Open monitor
  9. OUT-0012Available

    SEC Disclosure Interpretation Registry

    Register SEC disclosure interpretations for covenant triggers, thresholds, and filing terms with source evidence, timestamps, and supersession history.

    InterpretationDisclosure MonitoringAgent Infrastructure
    Source family

    SEC EDGAR filings and exhibits

    Open monitor
  10. Custom

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