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Reading SEC Filings: A Field Guide


The companies you invest in tell you what they actually believe in their filings — but only if you know where to look. Learn the practitioner habit of reading 10-Ks, 13D / 13G, and Form 4 the way professional investors do: tracking what changed, what was newly disclosed, and who else is paying attention.

Before this course

These cover the assumed background. You can start here anyway — nothing is locked.

Reading Financial Statements · Stock Market Fundamentals

Lessons in this course

Work through them in order, or jump to whichever fits where you are. Every lesson is free and saves your progress locally.

  1. 01The 10-K: A Field Guide to the Annual Report
  2. 02Reading 13D, 13G, and Form 4: Ownership and Insider Filings
  3. 03The 10-Q: What Changed Since the 10-K
  4. 048-K: The Material Event Disclosure
  5. 05The S-1: Reading the IPO Prospectus
  6. 06DEF 14A: Reading the Proxy Statement
  7. 0713F: How Institutional Investors Disclose Holdings
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