High-Conviction Form 4 Intelligence

An institutional-grade pipeline engineered to isolate Discretionary Alpha from SEC filings. By filtering for high-value insider acquisitions and utilizing a unique VOO-rotation model, we transform public disclosures into a prioritized, auditable signal feed.

SEC Form 4 Data Pipeline Visualization

No Paper Trading. No Hype.

Live-Money Verified

The "Backtest Illusion" destroys retail capital. Our pipeline is validated by rigorous, out-of-sample forward testing and live-money executions. Every signal is anchored to an immutable SEC Accession Number, with documented Peak Adverse Excursion (PAE) metrics and full trade lifecycle audits.

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The Section 475 Edge

Structural Tax Alpha (TTS)

Stop trading like a penalized retail investor. Our systematic architecture provides the "Substantial and Continuous" business intent required by the IRS to claim Trader Tax Status (TTS). Generate Net Operating Losses (NOLs), eliminate wash sales, and deduct your infrastructure under Section 162.

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System Capabilities

Compliant EDGAR Ingestion

Built with a proprietary SECHttpClient.cs , the system operates with 100ms precision to stay within federal rate limits. Every filing is ingested via GZip streams directly from SEC servers, ensuring low-latency discovery without third-party delay.

The Discretionary Filter

We ignore the noise. The engine filters for Open Market Purchases (Code P) exceeding $250,000, while strictly excluding automated 10b5-1 plans and derivative grants to isolate genuine insider conviction.

Role-Weighted Scoring

Utilizing the ClusterBuyAnalyzer.cs , signals are scored using CEO (4.0x) and CFO (3.5x) multipliers. The system identifies "Cluster Buys" where multiple insiders increase their stake within a rolling 30-day window.

VOO Rotation Strategy

Capital never sits idle. Our SimplePNLTracker.cs manages a dynamic rotation from a broad-market VOO baseline into high-conviction signals, governed by a strict 10% core liquidity safety guard.

Forensic Audit Trail

Every signal is assigned an immutable Position.cs . This GUID links the initial alert to the SEC Accession Number, the specific XML primary document, and the final realized P&L for total regulatory transparency.

Signal Maturation Matrix

Post-signal performance is audited across a 90-day horizon. We track Peak Adverse Excursion (Max Drawdown) alongside multi-interval returns (T+1 to T+90) to validate the statistical edge of every detection.

Is This For You?

THE UNCOMFORTABLE TRUTH: Retail services designed to generate high-speed profit from "secret indicators" or "chat alerts" do not work. They are mathematically destined to fail. Sustainable Alpha only exists in two places: Structural Information Advantage (like our Form 4 Pipeline) and Mechanical Edge (like the TastyTrade trade philosophy of high-probability variance and disciplined risk management).

Who This IS For:

  • Software Engineers & Quants who trust deterministic code over "gut feelings."
  • High Net Worth Traders who need an auditable path to Trader Tax Status (TTS).
  • Institutional Researchers looking for a filtered, noise-free disclosure feed.
  • Patient Capitalists who understand that a 1.4% mean return per trade is a mathematical printing press over time.

Who This IS NOT For:

  • Hype Seekers looking for "1000% gains" in 24 hours.
  • Small Account "Gamblers" who lack the liquidity for a $120k VOO-rotation model.
  • Black-Box Fans who don't care about the C# logic or SEC Accession Numbers.
  • Manual Traders who prefer "emotions" over the disciplined math of p-values ($1.28 \times 10^{-8}$).

Core System Architecture

The project framework is designed to capture, quantify, and mathematically execute institutional equity conviction. By treating large-scale insider transactions as deterministic data inputs, we drive our execution engine using the following core modules:

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The Engineering Lineage

From Federal Infrastructure to Quantitative Alpha

My name is Mike, and for over twenty-five years, my career has been defined by building extreme-scale, high-fidelity distributed systems in C#. Before transitioning to full-time quantitative entrepreneurship, I founded and scaled arachnode.net—the premier C# open-source web crawler.

At its peak, arachnode.net supported a community of over 50,000 registered users and served more than 1,500 enterprise customers, ranging from Adobe and GoDaddy to NASA and the FBI. The platform’s architecture was so fundamental to the field of large-scale data retrieval that it was featured in multiple university textbooks.

Following a successful exit, I sold my interest in the private engine with the explicit contractual agreement that the core technology would be permanently open-sourced to the development community. Having officially retired from corporate life, I have returned to my entrepreneurial roots here in Hawaii, directing that exact same engineering rigor toward financial markets and systematic trading infrastructure.

IRSTTS is the result of applying "FBI-grade" data provenance and "NASA-scale" reliability to the fragmented world of SEC disclosures.

This project centers on a singular belief: Public disclosures are the ultimate source of truth, provided you have the algorithmic pipeline to parse them with forensic precision.

The IRSTTS codebase—encompassing the Form4Transaction.cs models, the SimplePnLTracker.cs rotation logic, and the SECHttpClient.cs infrastructure—is designed for operational robustness, not marketing hype. We prioritize the mathematic integrity of the rotation over "secret" indicators.

Every alert triggered by this system can be traced back to the raw SEC XML filings. This is not a "black box" algorithm; it is a transparent, reproducible engineering artifact built for practitioners who demand verifiable data.

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