SEC Filings Intelligence Platform

A Next.js application for tracking institutional ownership, beneficial ownership, and insider trading activity from SEC EDGAR filings.

Rensider aggregates and visualizes SEC filings data to help investors and researchers:

• Track institutional holdings from Form 13F quarterly filings
• Monitor beneficial ownership changes via Schedule 13D/13G
• Analyze insider trading patterns through Forms 3, 4, and 5

Investment managers with $100M+ AUM must disclose their equity holdings quarterly. Rensider provides:

• Portfolio composition by fund (search by CIK)
• Position changes between quarters
• Top filers ranked by assets under management
• Security holder analysis (who owns a specific stock)
• CUSIP-to-ticker symbol resolution

When an investor acquires 5%+ of a public company, they must file disclosure forms:

• Schedule 13G: Passive investors with no intent to influence management
• Schedule 13D: Active investors who may seek to influence the company

Rensider tracks:

• Current 5%+ holders for any ticker
• Activist investor activity and intent parsing
• 13G → 13D conversions (passive turning activist)
• Position changes and exit events

Corporate insiders (officers, directors, 10% owners) must report their transactions:

• Form 3: Initial statement of beneficial ownership
• Form 4: Changes in beneficial ownership (most common)
• Form 5: Annual statement of changes

Rensider provides:

• Recent transactions by company or insider
• Purchase vs. sale analysis
• Transaction significance filtering
• Insider profiles across multiple companies

• Treemap Visualization: Stock pages now have a toggle to switch between table and treemap views for institutional holders, with cells sized by position value
• Mobile Bottom Sheet UI: Search interface with hydration-safe patterns for mobile devices
• Dynamic OG Images: Open Graph images now include chart visualizations with ownership data
• Instant Filer Names: Denormalized filer names in 13F submissions for faster display without API lookups
• Persistent Filer Cache: Filer names cached to MotherDuck database for better performance
• Insider Sales Links: Direct links to insider transaction pages from ownership tables

• SEO Enhancements: Comprehensive metadata, canonical URLs, and structured data
• Rensider Branding: Updated OG tags and images with consistent branding
• URL Path Clarity: Renamed URL paths and backend files for better organization
• Chart Formatting: Improved axis formatting and spacing in visualizations

• Fixed data processing order for institutional holders and recent filings tables
• Fixed target stock/CUSIP display in activist activity table
• Resolved SEC API rate limiting issues
• Fixed OG image generation with next/og

app/                          # Next.js App Router
├── api/                      # API routes
│   ├── sync/                 # Data synchronization endpoints
│   ├── filers/               # Institutional filer APIs
│   ├── securities/           # Security lookup APIs
│   ├── activists/           # 13D/13G APIs
│   └── filings/              # Filing lookup APIs
├── fund/[cik]/               # Fund holdings pages
├── stock/[ticker]/           # Stock ownership pages
├── insider/[cik]/            # Insider profile pages
├── insiders/                 # Insider trading dashboard
├── activists/                # 13D/13G dashboard
└── alerts/                   # Alert management

components/                   # React components
├── charts/                   # Visualization (hooks, layers, primitives)
├── ownership/                # 13F ownership components
├── activists/                # 13D/13G components
├── insider-sales/            # Form 3/4/5 components
└── twc/                      # Tailwind component library

lib/                          # Core libraries
├── sec/                      # SEC data module
│   ├── client.ts             # SEC EDGAR HTTP client
│   ├── duckdb.ts             # Database wrapper
│   ├── queries.ts            # SQL query functions
│   ├── daily-sync.ts         # Sync orchestration
│   ├── rss-sync.ts           # RSS feed parser
│   └── openfigi.ts           # CUSIP→ticker mapping
├── validators/               # Input validation (CIK, CUSIP, ticker)
└── logger.ts                 # Structured logging

types/                        # TypeScript definitions
├── activists.ts              # 13D/13G types
├── insider-sales.ts          # Form 3/4/5 types
└── ownership.ts              # General ownership types

• Node.js 18+
• npm or yarn
• MotherDuck account (for database)

For Vercel: Install Command npm install --legacy-peer-deps

# Clone the repository
git clone <repository-url>
cd Rensider-next

# Install dependencies
npm install --legacy-peer-deps

# Copy environment template
cp example.env .env

# Configure environment variables (see Configuration section)

# Start development server
npm run dev

Open http://localhost:3000 to view the application.

npm run dev      # Start development server
npm run build    # Build for production
npm start        # Start production server
npm run lint     # Run ESLint

Create a .env file based on example.env:

# SEC EDGAR API - Required
# Format: "Company Name [email protected]"
SEC_USER_AGENT="Your Company [email protected]"

# MotherDuck Database - Required
# Get your token at https://app.motherduck.com/
MOTHERDUCK_TOKEN=your_token_here
MOTHERDUCK_DATABASE=your_database_name

# OpenFIGI API - Optional (for CUSIP→ticker mapping)
OPENFIGI_API_KEY=your_api_key

# Sync Authentication - Required for production
CRON_SECRET=your_secret_here

Rensider uses DuckDB (via MotherDuck) with the following table groups:

• submissions_13f - Filing metadata (CIK, date, period)
• holdings_13f - Individual security holdings

• filings_13dg - Filing details and ownership percentages
• reporting_persons_13dg - Beneficial owner information

• form345_submissions - Filing metadata
• form345_reporting_owners - Insider information
• form345_nonderiv_trans - Non-derivative transactions
• form345_nonderiv_holding - Non-derivative holdings
• form345_deriv_trans - Derivative transactions
• form345_deriv_holding - Derivative holdings

• cusip_mappings - CUSIP to ticker symbol mappings

The primary data source is the SEC's EDGAR system:

• Form 13F: Quarterly institutional holdings (TSV bulk files)
• Schedule 13D/13G: Beneficial ownership (RSS feeds + XML filings)
• Forms 3/4/5: Insider transactions (RSS feeds + XML filings)

Data is fetched respecting SEC's rate limits and user-agent requirements.

Used for mapping CUSIP identifiers to ticker symbols, providing:

• Ticker symbol resolution
• FIGI identifiers
• Security metadata

The application is designed for Vercel deployment:

1. Connect your repository to Vercel
2. Configure environment variables (see below)
3. Set the install command to npm install --legacy-peer-deps
4. Deploy

• Install Command: npm install --legacy-peer-deps
• Build Command: npm run build
• Output Directory: .next

Add to vercel.json for automatic data synchronization:

{
  "crons": [
    {
      "path": "/api/sync?forms=13F,13DG",
      "schedule": "0 4 * * *"
    },
    {
      "path": "/api/sync/rss?forms=345",
      "schedule": "0 */6 * * *"
    }
  ]
}

The application includes special handling for DuckDB in Vercel's serverless environment:

• Home Directory: DuckDB requires a HOME environment variable. On Vercel, this is automatically set to /tmp
• Extension Directory: DuckDB extensions are stored in /tmp/.duckdb/extensions
• Cache Directory: Filer name cache uses /tmp on Vercel (ephemeral storage)
• Native Bindings: Linux x64 DuckDB bindings are included as optional dependencies for Vercel's runtime

Several routes use export const dynamic = 'force-dynamic' to ensure server-side rendering with fresh data:

• /alerts - Alert management
• /activists - 13D/13G dashboard
• /insiders - Insider trading dashboard
• /insider/[cik] - Insider profiles
• Various API routes

• Serverless-compatible (uses /tmp for ephemeral storage)
• MotherDuck for database access
• Environment variables configured

• Analytical queries: Optimized for aggregations over large datasets
• Columnar storage: Efficient for SEC bulk data files
• Serverless: MotherDuck enables DuckDB in Vercel's environment
• SQL: Familiar query language for complex analysis

SEC EDGAR → RSS/Bulk Files → Parse → DuckDB Tables → API → React UI
     ↓
OpenFIGI → CUSIP Mappings

1. Daily Sync: Full bulk file processing for historical data
2. RSS Sync: Near real-time updates from SEC RSS feeds
3. Incremental: Track sync position to avoid reprocessing

All user inputs are validated:

• CIK: 10-digit numeric identifier
• CUSIP: 9-character alphanumeric
• Ticker: 1-5 character alphabetic
• Dates: ISO 8601 format

Please do.

MIT License - see LICENSE for details.

• SEC EDGAR for public filings data
• OpenFIGI for security identifier mapping
• DuckDB for analytical database capabilities
• MotherDuck for serverless DuckDB hosting