The filings are free. The work is not.
Every filing ActionDesk reads is public, so every surface built on one is free and stays free. What is charged for is the half that exists nowhere else: the positions an event touches, the election, the instruction, and the reconciliation of what actually settled.
Free, and not a trial
No accountThe radar, the calendar, the company directory with every listed filer in the SEC universe, insider activity, the 13D radar and the read API — all of it open, with the citation on every derived figure. Building a paywall around a public document would price out the analyst who becomes the buyer two years later.
Professional
One analyst, watching a handful of situations properly.
Billed annually. For analysts and PMs at funds that do not yet need the workflow half.
Request access- Everything on the public surfaces, without the rate limit
- Unlimited watches, with conditions rather than form subscriptions
- Email and webhook alerts when a situation actually changes
- The change log on every situation, with the filing that moved it
- CSV and JSON export of anything on screen
- Read API, 10,000 calls a month
Desk
The event carried from the filing through to what settled.
For event-driven, merger-arbitrage, credit and multi-strategy funds, $500M–$20B AUM.
Request access- Everything in Professional, for the whole team
- Positions matched to events from your own holdings file
- Elections, approvals and instructions on the same record
- Broker and custodian deadlines held against the issuer’s
- Reconciliation that names the difference rather than flagging one
- Read and write API, and webhooks into your OMS
Enterprise
Several entities, several funds, and an oversight function.
For managers, administrators, brokers and custodians running this across many books.
Talk to us- Everything in Desk, across every entity and fund
- Multi-entity and multi-client segregation
- Private deployment inside your own perimeter
- SSO, SAML and role-based access control
- Retention schedule you set, and whole-graph export
- Named operations contact and contractual SLAs
Nobody signs a year of a workflow product on a demo. The normal way in is ten of your past events replayed against the archive, then a $10,000 ninety-day pilot on live ones. What happens to your data is set out on the security page.
Features list
Everything each plan includes, including what it does not.
| Feature | Professional$85 per user / month | DeskFrom $60,000 per year | EnterpriseCustom annual agreement |
|---|---|---|---|
| The event graph | |||
| Situations, terms and conditions | |||
| Company universe and timelinesThe whole SEC universe on every tier. It is public data; charging for it would be indefensible. | |||
| Insider activity and 13D/G ownership | |||
| Filing history retained | 12 months | Full history | Full history |
| Your own private eventsNotices from a custodian that never reach EDGAR. | — | ||
| Watching | |||
| Watches | Unlimited | Unlimited | Unlimited |
| Conditions rather than form subscriptions | |||
| Email and webhook alerts | |||
| Shared team watchlists | — | ||
| Escalation when nobody has acknowledged | — | ||
| The desk | |||
| Positions matched to events | — | ||
| Elections and approvals | — | ||
| Broker and custodian deadline offsets | — | ||
| Instruction and acknowledgement records | — | ||
| Reconciliation of what settled | — | ||
| Custom event types and workflow rules | — | — | |
| Provenance and audit | |||
| Citation on every derived figureAccession, document, sentence, offset and confidence. Every tier, including free. | |||
| Append-only decision trail | — | ||
| Retention schedule you set | — | — | |
| Whole-graph exportNo retention hold, no export fee, on every tier. | |||
| Access and deployment | |||
| Read API | 10,000 calls / month | Unbounded, fair use | Unbounded, fair use |
| Write API and webhooks | — | ||
| SeatsPriced per user only on Professional. Operations teams should not be metered. | Per user | Unlimited | Unlimited |
| SSO and SAML | — | — | |
| Multi-entity segregation | — | — | |
| Private deployment | — | — | |
| Support | |||
| Response | Email, next business day | Named operations contact | Named contact and contractual SLAs |
| OnboardingLoading your open situations and your holdings file is part of it, not billed on top. | Self-serve | Included | Included |
| Historical replayTen of your past events processed against the archive, so the output can be compared with what actually happened. | — | ||
Questions, answered.
Request accessBecause it is public. Every filing ActionDesk reads is served by the SEC to anyone who asks, and building a paywall around a public document is both bad manners and a bad business — it would price out the analyst who becomes the buyer two years later. What is charged for is the work: the positions, the elections, the instructions and the reconciliation, none of which exists in any public source.
Start with ten events you already know the answer to.
Replayed against the archive, so the output can be compared with what actually happened rather than believed.