INTELLIGENCE
MOVES MARKETS

VertData is a financial intelligence platform built for professional investors — hedge funds, family offices, RIAs, and independent analysts. We aggregate and cross-reference congressional trading disclosures, SEC insider filings, institutional 13F holdings, and superinvestor activity into a single scored signal feed enriched with AI analysis. If you make investment decisions and want to know what smart money — including U.S. lawmakers — is actually buying, VertData gives you that edge.

All data originates from official government and regulatory sources: SEC EDGAR (Form 4, 8-K, 13F, 13D/G filings), the House of Representatives Clerk disclosure database, U.S. Senate PTR filings, and Federal Reserve/Treasury data feeds. We run 15+ monitoring agents that ingest filings within minutes of publication. Every signal links directly to its source filing — we do not manufacture or estimate data.

Our SEC EDGAR watcher runs every 5 minutes. Insider transaction (Form 4) monitors run every 30 minutes. Congressional trade data refreshes every 6 hours as new PTR filings are published. Superinvestor 13F data refreshes every 6 hours. Macro data (yields, CPI, Fed rate) refreshes daily. Most signals appear within 5–30 minutes of the underlying filing being made public.

Yes — completely legal. All data on VertData is 100% public information required to be disclosed by law. Congressional members must disclose stock trades under the STOCK Act (2012) within 45 days. Corporate insiders must file Form 4 with the SEC within 2 business days. Institutional investors managing $100M+ must file 13F quarterly. VertData aggregates, analyzes, and delivers this public data faster than manually checking government websites.

Every signal is scored 0–100 for materiality — how likely it is to be meaningful to an investment decision. The algorithm factors in: dollar size of the transaction, executive seniority, cluster patterns (multiple insiders buying simultaneously), timing relative to earnings or catalysts, and the nature of the filing. A score of 80+ typically indicates a significant cluster buy or large dollar conviction trade. Scores below 30 are often routine option exercises.

Under the STOCK Act, all 535 members of Congress must report personal stock transactions exceeding $1,000 within 45 days via Periodic Transaction Reports (PTRs). We parse both the House Clerk's disclosure database and Senate PTR filings, normalize member names using official Bioguide IDs, and store every trade with chamber, party, state, ticker, trade type, and dollar range. Our database holds 43,000+ congressional trades covering House and Senate across both parties.

Academic research has consistently shown that congressional stock portfolios outperform the market. A landmark 2004 study (Ziobrowski et al.) found Senators outperformed by ~10% annually. Members sit on committees that receive briefings on defense, healthcare, technology, and financial regulation — creating information asymmetries that sometimes precede major legislative or regulatory moves. VertData lets you see where lawmakers with committee access are putting their own money.

Convergence identifies tickers where multiple independent data streams align simultaneously: congressional members buying, corporate insiders filing Form 4 purchases, activist investors building positions (13D/G filings), and positive SEC signal activity — all on the same stock within a defined window. When three or more independent smart money actors move into the same position independently, our convergence engine scores and surfaces it as a high-conviction lead.

Every plan starts with a full 14-day free trial — no credit card required to start. You get complete access to your chosen plan's features: the full signal feed, congressional trade database, convergence leads, daily intelligence briefings, and watchlist alerts. At the end of 14 days you can subscribe or cancel. No automatic charges until you confirm.

Analyst ($299/mo) — Full signal feed, congressional database, convergence leads, daily briefing, watchlist alerts, and API access. Ideal for individual analysts.

Professional ($899/mo) — Everything in Analyst plus webhook delivery for real-time signal pushes, advanced filtering, priority data refresh, and up to 5 team seats.

Institutional ($2,500/mo) — Everything in Professional plus custom data exports, dedicated account management, SLA guarantees, and unlimited API calls. Built for multi-PM shops and family offices.

Yes. All plans include REST API access with your personal API key. You can programmatically query signals, congressional trades, convergence leads, briefings, and watchlist data. Rate limits vary by plan: Analyst (1,000 req/day), Professional (10,000 req/day), Institutional (unlimited). Professional and Institutional plans also support webhook delivery — get signals pushed to your systems in real time via HTTPS webhooks signed with HMAC-SHA256.

Yes, cancel any time from your billing settings — no questions, no retention calls, no cancellation fees. Your access continues until the end of your current billing period. We don't do annual lock-ins unless you choose the annual billing option (which saves ~20%).

We currently track 25 of the world's most closely followed institutional investors via 13F filings: Warren Buffett (Berkshire Hathaway), Bill Ackman (Pershing Square), Michael Burry (Scion), Seth Klarman (Baupost), David Einhorn (Greenlight), Howard Marks (Oaktree), Carl Icahn, David Tepper (Appaloosa), Daniel Loeb (Third Point), Chase Coleman (Tiger Global), Chris Hohn (TCI), Chuck Akre, Li Lu (Himalaya), Mohnish Pabrai, Leon Cooperman, Bill Gates Foundation, and more. Portfolio updates are ingested every 6 hours.

Every morning at 7AM EST, VertData's AI generates a personalized intelligence brief emailed directly to you. It includes: a macro environment summary (VIX, yield curve, CPI, Fed rate), a market pulse narrative analyzing the day's top signals, key signals to watch with individual analysis, congressional activity patterns, smart money convergence thesis, superinvestor moves from the last 48 hours, and a forward-looking "What to Watch This Week" section. Your watchlist holdings are always surfaced first.

No — VertData is complementary. Bloomberg excels at real-time price data, fixed income analytics, and news flow. VertData specializes in something Bloomberg doesn't: congressional trading surveillance, insider conviction clustering, activist position monitoring, and cross-referencing multiple smart money sources to surface high-probability ideas before they become consensus. Many of our users run VertData alongside Bloomberg as their alternative data layer. At $299/month vs. $24,000/year for a Bloomberg terminal, VertData delivers a unique signal stream at a fraction of the cost.