Event categories: how Quantisnow labels every news item

Every category label Quantisnow assigns to news items, from Earnings and Leadership Update to analyst ratings and SEC forms, plus category pages at /categories/<slug>.

Updated 4 min read

Key takeaways

  • Every Quantisnow item carries one category, such as Earnings, Leadership Update, Analyst Upgrade or SEC Form 8-K.
  • Analyst rating items are split into five categories: Upgrade, Downgrade, Coverage Initiated, Coverage Resumed and Coverage Reiterated.
  • SEC filings are categorized by form type, including 8-K, 10-K, 10-Q, S-1, Form 4, 13D, 13G and DEF 14A.
  • 22 category pages live at /categories/<slug>, and each is also available per company at /company/<TICKER>/<slug>.

Every item on the Quantisnow wire gets a category that describes what kind of event it is: an earnings release, an executive change, an analyst downgrade, a specific SEC form and so on. Categories power the feeds, the filters, Insights search and the category pages, so knowing them makes the whole site easier to navigate.

General news categories

These categories are mostly applied to press releases and other news.

CategoryWhat it means
GeneralNews that does not fit a more specific category
Public OfferingEquity or debt offerings. See shelf offerings and dilution.
Market ResearchMarket and industry research reports
LawsuitClass action, securities and other litigation
EarningsQuarterly or annual results. See how to read an earnings report.
Earnings DateAnnouncements of when results will be released
Conference AnnouncementInvestor conferences and earnings call schedules
News MentionA company mentioned in a news story
MarketingProduct and marketing announcements
Leadership UpdateExecutive and board changes
Mergers & AcquisitionsDeals, tender offers and merger updates. See mergers and acquisitions news.
CSRCorporate social responsibility announcements
DividendsDividend declarations and changes. See dividend dates explained.
Financial NewsOther financial announcements
UK RegulationsUK regulatory announcements
Market InsightAnalysis and commentary items
Market ChatterMarket chatter items
Insider BuyAn insider purchase of company stock

Analyst rating categories

CategoryWhat it means
Analyst UpgradeA rating raised, for example from Hold to Buy
Analyst DowngradeA rating cut
Analyst Coverage InitiatedA firm starts covering the stock
Analyst Coverage ResumedA firm restarts coverage after a pause
Analyst Coverage ReiteratedA firm repeats its existing rating, often with a new price target

Learn how to read these in analyst upgrades and downgrades.

SEC form categories

SEC filings are labeled by form type. Insider and ownership forms:

  • SEC Form 3, SEC Form 4, SEC Form 5 (insider ownership and transactions; see Form 4 explained)
  • SEC Schedule 13D, SEC Schedule 13G (5% ownership stakes; see 13D vs 13G)
  • SEC Form 144 (proposed sale of restricted stock; see Form 144 explained)

Periodic and current reports:

  • SEC Form 8-K, SEC Form 6-K, SEC Form 10-K, SEC Form 10-Q, SEC Form 11-K, SEC Form 15-12B

Registration and offering documents:

  • SEC Form S-1, SEC Form F-1, SEC Form S-3, SEC Form S-3ASR, SEC Form S-3MEF, SEC Form F-3ASR, SEC Form S-4, SEC Form S-8, SEC Form S-8 POS, SEC Form 424B2, SEC Form 424B3, SEC Form 424B5, SEC Form FWP, SEC Form D, SEC Form EFFECT, SEC Form POS EX, SEC Form F-X

Proxy, merger and tender offer documents:

  • SEC Form DEF 14A, SEC Form PRE 14A, SEC Form PREC-14A, SEC Form DEFA14A, SEC Form DFAN14A, SEC Form DEFM14A, SEC Form 425, SEC Schedule 14D-9, SEC Schedule TOT

New to filings? Start with how to read SEC filings.

Category pages

Each category page shows a live stream of one event type across all companies. The index is at /categories.

PageURL
SEC Form 8-K filings/categories/8-k
SEC Form 10-K annual reports/categories/10-k
SEC Form 10-Q quarterly reports/categories/10-q
SEC Form S-1 IPO registrations/categories/s-1
SEC Schedule 13D filings/categories/13d
SEC Schedule 13G filings/categories/13g
SEC Form 4 insider transactions/categories/form-4
SEC Form 3 initial insider statements/categories/form-3
SEC Form 5 annual insider statements/categories/form-5
SEC DEF 14A proxy statements/categories/def-14a
Mergers and acquisitions/categories/mergers-acquisitions
Earnings announcements/categories/earnings
Dividend announcements/categories/dividends
Analyst upgrades/categories/analyst-upgrades
Analyst downgrades/categories/analyst-downgrades
Analyst coverage initiated/categories/coverage-initiated
Insider purchases/categories/insider-buys
Leadership updates/categories/leadership-updates
Public offerings/categories/offerings
Lawsuits and litigation/categories/lawsuits
Market research/categories/market-research
Conference and earnings call announcements/categories/conference-announcements

How to see one category for one company

Every category page also exists per ticker. Add the category slug to a company URL:

  1. Start from the company page, for example /company/AAPL.
  2. Add the category slug: /company/AAPL/8-k for Apple's 8-K filings, or /company/AAPL/analyst-upgrades for its upgrades.

See Company pages for everything else on a company page.

Where else categories are used

  • Feed filters: feeds that span several categories, such as SEC Filings or Insider Trading, let you pick categories under Filters. See Feed filters.
  • Insights search: filter past news by category at /insights. See Insights search.
  • Alerts: alert rules use broader groups such as SEC filings and Analyst ratings. See Alerts.

FAQ

What category does an insider purchase get?

Insider purchases are labeled Insider Buy. You can watch them all at /categories/insider-buys or in the Insider Purchases feed at /news/insider-trading-purchases.

How do I see only 8-K filings?

Open /categories/8-k for 8-Ks from every company, or /company/<TICKER>/8-k for a single company. You can also pick SEC Form 8-K under Filters on the SEC Filings feed.

What is the difference between Coverage Initiated and Coverage Reiterated?

Coverage Initiated means a firm has started covering a stock for the first time. Coverage Reiterated means a firm that already covers the stock repeats its rating.

Can I get alerts for a single SEC form type?

Alert rules use broader groups, so the SEC filings toggle covers SEC filings for that ticker rather than one form. To watch one form type, use its category page or the per-ticker category URL.

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