Start with the filing type
The form number determines whether you are reading an initial holding, a change in ownership, an annual catch-up, or a proposed sale notice.
The URL of the SEC's filing index page (e.g. https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&.../0001214128-26-000123-index.htm). The detail page links to all documents in the filing, including the XML or HTML primary document.
The form number determines whether you are reading an initial holding, a change in ownership, an annual catch-up, or a proposed sale notice.
CIKs, accession numbers, and SEC URLs are durable references. They are safer than company names when matching across systems.
A Form 144 proposed sale is not the same thing as an executed Form 4 sale. Keep proposed-sale context separate from transaction rows.
filing-detail-url