Portfolio Manager
Insider Buying at PLTR — The Agent Alerted Me 6 Hours Before CNBC
Key Takeaway
My SEC Filing Watcher agent detected a major insider purchase at Palantir — CEO buying 500K shares — and sent me a contextualized alert 6 hours before financial media covered it.
The Problem
Information in public markets isn't about access. It's about speed and context.
SEC filings are public. Anyone can read them. But "anyone can read them" and "anyone does read them in real-time at 3 AM" are different statements. When a CEO buys 500K shares of their own company, that information is public the moment the Form 4 hits EDGAR. But most investors learn about it 6-12 hours later when CNBC runs a segment.
That 6-hour gap isn't insider information. It's attention arbitrage. The data is public. Most people just aren't watching.
I needed something that watches EDGAR 24/7, understands what matters, and wakes me up only when the signal is worth my attention.
The Solution
The SEC Filing Watcher skill monitors EDGAR for new filings across my portfolio holdings. It filters for Form 4 (insider transactions), Form 8-K (material events), 13F (institutional holdings), and 10-K/10-Q (earnings). When a filing matches my criteria, the agent doesn't just forward it — it contextualizes it with historical insider transaction patterns and post-filing price performance.
Built on Mr.Chief. Runs continuously. Alerts via Telegram.
The Process
The watcher configuration defines what to monitor and how to alert:
yamlShow code
# sec-filing-watcher.yaml
tickers:
- TSLA
- NVDA
- PLTR
- GOOGL
- COIN
filing_types:
- form: "4" # Insider transactions
priority: high
filter:
min_value: 100000 # Only transactions > $100K
transaction_type: [purchase, sale] # Skip option exercises
- form: "8-K" # Material events
priority: high
- form: "13F-HR" # Institutional holdings
priority: medium
filter:
filers: [berkshire, bridgewater, renaissance]
- form: "10-K" # Annual reports
priority: medium
alert_config:
channel: telegram
context:
include_historical: true # Past insider transactions
include_price_impact: true # Stock performance post-filing
lookback_months: 12
check_interval: 300 # Every 5 minutes
The agent checks EDGAR's XBRL feed every 5 minutes. When a Form 4 hits:
pythonShow code
# Filing detection and context enrichment
def process_form4(filing: SECFiling) -> Alert:
# Parse the XML
insider = filing.reporting_person
transaction = filing.transactions[0]
# Build context
history = get_insider_history(
ticker=filing.ticker,
insider=insider.name,
months=12
)
price_impact = get_post_purchase_returns(
ticker=filing.ticker,
insider_purchases=history.purchases,
windows=[5, 21, 63] # 1w, 1m, 3m
)
return Alert(
headline=f"{insider.name} ({insider.title}) "
f"{'BOUGHT' if transaction.is_purchase else 'SOLD'} "
f"{transaction.shares:,} shares at ${transaction.price}",
total_value=transaction.shares * transaction.price,
context=f"Largest {'purchase' if transaction.is_purchase else 'sale'} "
f"in {history.months_since_largest} months",
historical_return=price_impact,
filing_url=filing.url,
filed_at=filing.filed_datetime,
)
The alert that hit my Telegram at 2:14 AM CET:
View details
🟢 INSIDER PURCHASE — PLTR
Alex Karp (CEO) bought 500,000 shares at $42.00
Total value: $21,000,000
Context:
• Largest insider purchase in 6 months
• 3rd purchase by Karp in 2026 (cumulative: 1.2M shares)
• Last 12 months: 5 insider purchases, 0 insider sales
Historical pattern (Karp purchases → PLTR performance):
• 5-day avg return: +3.2%
• 21-day avg return: +8.7%
• 63-day avg return: +14.1%
• Hit rate (positive 21d return): 4/5 (80%)
Filed: 2026-03-12 01:14 UTC
Link: https://sec.gov/cgi-bin/browse-edgar?action=...
⏱️ Estimated media coverage: 6-12 hours
CNBC covered it at 8:30 AM ET. Bloomberg terminal alert went out at 7:45 AM ET. My agent had the context-enriched alert 6 hours and 31 minutes before mainstream coverage.
The Results
<5 minutes from EDGAR
Filing detection latency
~30 seconds
Context enrichment time
6 hours 31 minutes
Lead time vs CNBC
5 hours 31 minutes
Lead time vs Bloomberg
+4.1%
PLTR next-day return
3-5 (filtered from 50+ filings)
Alerts per week (avg)
<5% (filters remove noise)
False positive rate
$0 (EDGAR is free)
Annual cost
The information edge isn't the filing itself. It's the context. "CEO bought shares" is noise. "CEO made largest purchase in 6 months, part of a pattern with 80% positive hit rate over 21 days, while the Street hasn't noticed yet" — that's signal.
Try It Yourself
- Sign up for Mr.Chief and install the
sec-filing-watcherskill - Add your tickers and configure filing type filters
- Set the check interval (5 minutes is the sweet spot)
- Configure Telegram alerts with historical context enabled
- The agent runs 24/7 — you only hear about it when it matters
EDGAR is the greatest free data source in finance. Every insider transaction, every material event, every institutional position change — all public, all real-time. The only question is whether you're watching.
Public data isn't an edge. Watching it while others sleep is.
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