GRIDINT Research · Markets

The paper trail.

Every public company leaves a trail at the SEC, and this report reads the five AI giants’ most recent 5,004 filings as a single stream. The surprise is what the trail is made of: — of it is insider-trading paperwork — executives’ Forms 4 and 144 — while the 8-K disclosures that make headlines are a — sliver. And because the SEC window is a fixed count, not a fixed clock, the trail’s length measures filing velocity: the fastest filer burns through a thousand filings three times quicker than the slowest. Every figure is computed from the stream at render time.

THE STREAM

Five trails, one river.

All five companies’ filings by quarter, stacked as filled areas by form family. The river widens as each company’s window joins (their entries are marked — the SEC serves a fixed COUNT per company, so windows differ and the method says so). What fills the river is the finding: the amber insider tide.

A1Filings per quarter, stacked areas by form family — window entries marked
WHAT YOU ARE LOOKING AT Filled areas: amber = insider forms (3/4/5, 144), cyan = current reports (8-K), green = annual + quarterly reports, violet = offerings and registrations, gray = everything else. The dashed verticals mark where each company’s fixed-count window begins — the rise is windows joining, NOT filing growth, and the caption says so. The chips isolate companies.
sourceSEC EDGAR submissions API · the ~1,000 most recent filings per company · windows differ and are drawn methodform families: insider = 3/4/5 + 144 · reports = 10-K/10-Q · current = 8-K · offerings = S-*/424* · counts per calendar quarter
THE VELOCITY

How fast a thousand filings burn.

The SEC hands back each company’s last ~1,000 filings — so how far back that window reaches measures how fast the company files. The spans below are those windows on one clock: the shortest span is the fastest paper machine.

B1Each company’s ~1,000-filing window on one timeline — span = speed
WHAT YOU ARE LOOKING AT One bar per company: from its window’s first filing to its last. A short bar means the same thousand filings poured out in less time. The mono figure is the rate — filings per month. Tap or hover for the window’s dates.
sourcesame stream · window edges as served methodrate = filings in window ÷ window months · a fixed-count window, so rate is exact for the span shown
THE MIX

What each trail is made of.

Each company’s stream as a 100% column. The amber insider band dominates every one of them — the routine of executives’ stock plans — while the filings investors actually read (the green reports, the cyan 8-Ks) are the thin bands on top.

C1Form-family share per company — 100% columns
WHAT YOU ARE LOOKING AT Five columns, each summing to its company’s whole window. Same family colors as the stream. Tap or hover any band for counts and share.
sourcesame stream methodshares are of each company’s own window — windows differ in span, stated
THE HEAVIEST

The thirty biggest filings.

By size on the wire, the heaviest documents in the stream — annual reports and proxy statements, megabytes of them. Deliberately the last data view: a table is the record, not the story.

D1The thirty largest by size — edition 1
sourceSEC EDGAR · sizes as served by the submissions API
METHOD

How this was made, and its limits.

The data: the SEC’s submissions API for five issuers, pulled by our warehouse on schedule. Every figure is computed from the stream in your browser. The cards are the limits — the first one shapes everything on this page.

Fixed count, not fixed clock
The API serves each company’s most recent ~1,000 filings. Windows reach back different distances — drawn on every exhibit, never hidden.
Insider forms are issuer-filed streams
Forms 4 and 144 count executives’ transactions filed on the company’s feed — routine compensation plumbing, not a signal by themselves.
A filing is not news
Volume measures administrative output. One 8-K can matter more than a thousand Form 4s — this report counts paper, and says so.
Third-party filings ride the feed
Activist letters and 13F/13G notices filed ABOUT the company appear on its feed; they sit in “other,” stated.
Size is bytes, not weight
The heaviest table ranks document size on the wire — XBRL-tagged annual reports dominate by format, not by importance.
FINDINGS

Four things the trail shows.

1The trail is mostly insiders. — of 5,004 filings are insider-trading forms — the routine of executive stock plans. The disclosure everyone imagines is a thin film on a river of paperwork. → the stream, A1
2The famous filings are a sliver. 8-K current reports — the filings that make headlines — are — of the stream; annual and quarterly reports are —. Counted as paper, news is rare. → the mix, C1
3Filing velocity varies three-fold. — burned through its last thousand filings in — months; — took —. The window’s reach IS the speedometer. → the velocity, B1
4The heaviest paper is the annual report. The stream’s biggest documents are XBRL-laden 10-Ks and proxies at — — format weight, not importance, and the method says so. → the heaviest, D1
A GRIDINT RESEARCH REPORT · MARKETS · AUTHORED FROM OFFICIAL RECORDS · RENDERED BY THE GRIDINT BUILDER
published 2026-08-27 · data cutoff 2026-08-26 · edition 1 — updated only by a new dated edition