About
Company research starts with the filings.
The Filings Report brings financial statements, fund portfolios and insider activity into one place, with the dates, sources and calculation rules alongside the figures. It is an independent research publication for readers who want to understand a business, follow its owners and see how its capital is being used.
Several ways to read the same business
The research library currently covers 531 US companies and 20 tracked fund managers. The financial statement extract includes filings through October 30, 2026; each other section carries its own data dates.
- Financial statements show revenue, margins, cash generation and the balance sheet across fiscal quarters and years.
- Fund portfolios reveal reported holdings, position changes and stocks that matter most to the managers we track.
- Insider activity connects purchases and sales to daily stock prices and longer transaction histories.
- Buybacks and dilution, the earnings calendar and IPO records add context about capital returns and upcoming events.
Explore what each section offers or follow a company from its statements to its ownership records in How It Works.
Why start with the filings?
A headline can tell you that revenue grew. The statements let you ask what happened to margins, cash generation, debt and the share count at the same time. Ownership filings add another perspective: where managers committed capital and what insiders reported buying or selling.
Reading these records consistently takes work. Fiscal calendars differ, earlier periods are restated, fourth quarters are often embedded in annual totals, and cash flows arrive as year-to-date figures. We put that work into a repeatable method so readers can spend more time investigating the business.
The evidence stays attached
The site is built around records you can inspect. Pages link to source filings, derived values are marked, and underlying datasets are available to download. A missing value stays missing rather than becoming an estimate.
Those details matter when sources appear to disagree. A later filing can restate an earlier period; a stock split can change the basis of a share count; a transaction date can precede the day it was reported. The methodology explains how the site handles these cases, and the data catalog links to the actual files.
Who is behind it
The Filings Report is created and maintained by Yuriy Matso, who also founded The Trading Tools. His background spans business advisory at KPMG, private-equity investment at PPF Group and leading software development teams. He has traded the markets since 2008.
The two publications approach research at different scales. The Trading Tools studies market breadth, risk, positioning and the economic backdrop. The Filings Report focuses on individual companies, their financial records and their owners.
The ideas, editorial direction and messaging come from Yuriy. AI supports the research behind them, along with data analysis and development. How We Use AI explains that division of work.
Research you can follow back to its source
A filing records a disclosure at a particular time. It does not reveal every position a fund holds, explain an insider’s motive or predict a stock’s return. The site keeps those limits visible alongside its screens and summaries.
When citing the research, link to the company or fund page and identify the reporting period, filing date and units. Keep the data date with any saved analysis: later filings can revise earlier figures.
Found a discrepancy? Send the company or fund, the period and a link to the page or original filing to info@thetrading.tools. That makes it easier to reproduce and investigate.