Stock Trading CanaryCOMPANY RESEARCH
TPG RE Finance Trust, Inc.
TRTX · United States · Real Estate
Insider Signal
Snapshot: 05 Nov 2026 · 180-day research window
- Insider Signal
- 72.4 / 100 Research score, not a buy recommendation
- Reported buyers
- 3 180-day scoring window
- Net purchases
- 298.7k USD 180 days · purchases less sales
- Latest disclosure
- 2026-11-03 Publication date
What stands out
- 3 reported buyers participated in qualifying purchases during the last 180 days.
- SILVERSTEIN WENDY accounts for 85% of comparable reported purchase value; buyer breadth and value are different measures.
Price vs insider buying
Verified historical closes are unavailable; filing evidence remains below.
BULL VS BEAR
Two readings of this buying
The same filings, read two ways. Each line is a fact stored for this company with the number behind it, and appears only when that number crosses a fixed threshold. Neither side is a forecast and no winner is declared.
Where the evidence comes from
Independent evidence does not object: the purchases themselves carry bull lines (several insiders together, more buyers than usual here, bought in the last two weeks); short sellers were checked and none crosses a bear threshold. No data is held for: share price and trading, company results, company actions.
- The insider purchases themselvesBullseveral insiders together, more buyers than usual here, bought in the last two weeks Bearvalue concentrated in one buyer3 checked, under the threshold · 3 missing
- Share price and tradingno data held
- Short sellers2 checked, under the threshold
- Company results2 missing
- Company actionsno data held
Bull case · the buying is informative
- 3 insiders bought on the same day (2026-10-30). Several people reaching the same decision at the same time is hard to put down to one person's circumstances.
- No insider bought in the 180 days before this window; 3 have bought in it. The buying is new for this company, not a habit.
- The latest purchase is 6 days old (2026-10-30). The buying is current, not left over from an earlier quarter.
Bear case · discount it
- SILVERSTEIN WENDY accounts for 85% of the value bought. The other 2 buyers add names more than money.
Evidence still missing
- No buyer here has 5 or more completed earlier purchases on record, so there is no track record to weigh.
- The company's market value is not captured, so the purchases cannot be stated as a share of the business or of its trading volume.
- No earnings, margin or cash-flow figures are captured for this company. The latest annual and interim reports are where to check whether the business is improving or deteriorating.
- The 10b5-1 box of these Form 4 filings has not been read, so whether the purchases followed a pre-arranged plan is not known.
- Form 4 states the shares held after each trade. This site reads that from the SEC's quarterly data, which is published after a quarter ends, so it does not have it yet for these filings. Whether a purchase added 1% to a personal stake or doubled it is in the filing, not on this page.
Checked and under the threshold: 5
- EitherNet purchases of $299k in 180 days. Bull from $1.0M, bear when all purchases total under $25k.
- BearNo insider sale is recorded in the same 180 days.
- BearOver the last 5 trading days to 2026-11-05, 52% of this stock's off-exchange volume was sold short; over the 60 days before, 66%. The market's median is 47%. This is trading volume, not a position: a market maker who sells short and covers the same day is counted, so about half of all volume is short on an ordinary day. It is shown for comparison and counts for neither side.
- BearNo insider filing in the last 180 days opened a hedge on this stock.
- BearFINRA short interest on 2026-10-15 equals 4.7 days of average trading volume, up 6.3% from the previous report. Counted for the bear side from 10 days, or from 10% of the shares outstanding.
Both columns arrange stored facts only. They do not change the insider score or the ranking and are not investment advice.
Who is trading?
Named filings in 180 days. Purchase values are summed only when complete and in one currency.
| Insider | Transaction activity | Purchase value | Latest trade | Details | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SILVERSTEIN WENDYBoard member | 1 buy · 0 sell | 253.2k USD | 2026-10-30 | |||||||||||||||||
| Smith Michael BradleyBoard member | 1 buy · 0 sell | 32.6k USD | 2026-10-30 | |||||||||||||||||
| Gillmore MichaelBoard member | 1 buy · 0 sell | 12.9k USD | 2026-10-30 | |||||||||||||||||
| Banyasz AviBoard member | 0 buy · 0 sell | No purchases | 2026-06-30 | View transactions · 1
| ||||||||||||||||
| Bouquard DougCEO / chair | 0 buy · 0 sell | No purchases | 2026-06-30 | View transactions · 1
| ||||||||||||||||
| Coleman MatthewCEO / chair | 0 buy · 0 sell | No purchases | 2026-06-30 | View transactions · 1
| ||||||||||||||||
| Fox Brandon CSee Remark (A) | 0 buy · 0 sell | No purchases | 2026-06-30 | View transactions · 1
| ||||||||||||||||
| Hong JulieBoard member | 0 buy · 0 sell | No purchases | 2026-06-30 | View transactions · 1
| ||||||||||||||||
| Schuster ToddBoard member | 0 buy · 0 sell | No purchases | 2026-10-23 |
INSIDER SIGNAL
Score breakdown：72.4 / 100
3 insiders · 3 purchase events · $299k net purchases
US #115 · United States #115
WHY THIS SIGNAL?
Score anatomy
Each bar is that part's points in the score; the five parts add up to the score.
Number of buyers+21.0 / 35
How many different insiders bought within 15 days
Amount bought+12.4 / 25
The value bought, net of any insider sales
Buyers' roles+20.0 / 20
Lower in the company scores higher: in the backtest, purchases by the most senior insiders did worse
How recent+9.1 / 10
How long ago the latest purchase took place
Buying against selling+10.0 / 10
Lower when insiders also sold
What is holding the score back?
- ⚠ Few buyers · fewer than 4 different insiders
- ⚠ The amount bought is small on the score's scale
- ✓ Buyers' roles add a lot · the buyers are below the top of the company
- ✓ Recent buying · latest purchase 2026-10-30
Buyers' roles follow the US order of roles: CEOs, chairs and 10% owners score lowest.
Buying concentration
85%
Largest buyer：SILVERSTEIN WENDY · 253k USD
Purchases counted, before sales：299k USD
The amount at the top of the page is purchases minus sales; this one counts purchases only, in the filing currency, so the two can differ. The score counts how many people bought; this shows separately who bought the most.
This is a ranking under the current US screening rules—not a probability of gain, return forecast, or buy recommendation.
Key purchase quotes (filing currency)
| Filer | Price per unit | Trade date |
|---|---|---|
| SILVERSTEIN WENDY | 6.51 USD | Oct 30, 2026 |
| Smith Michael Bradley | 6.52 USD | Oct 30, 2026 |
| Gillmore Michael | 6.43 USD | Oct 30, 2026 |
Model details
Cluster breakdown (does not change the score)
- 15-day buyer breadth (count)
- 3 distinct reported filers
- Peak time window
- 2026-10-30 to 2026-10-30
- Current breadth input
- 0.600 (capped at 4+ buyers)
- Buyer independence
- Not yet measured; related-party fields are not cross-market comparable
What the filings show
- 🟢 Latest purchase counted
SILVERSTEIN WENDY · 253k USD · Price 6.51 USD · Oct 30, 2026 - 🟢 Purchase by a manager or director
Smith Michael Bradley · 33k USD · Price 6.52 USD · Oct 30, 2026 - 🟢 Purchase by a manager or director
Gillmore Michael · 13k USD · Price 6.43 USD · Oct 30, 2026 - 🔴 13 other line(s) are not counted, as they are not purchases the insider chose to make; 0 have a price of zero
Filing and data quality
These checks are auditable context; they do not change the rank or score.
- Identity match
- REVIEW
- Ticker / ISIN
- Ticker or ISIN missing
- Filing source links
- 34 / 34
- Median disclosure lag
- 4 days
- Latest disclosure age
- 2 days at snapshot
- Corrections / revisions
- 0
- Score-factor detail
- Saved
Insider timeline
3 insiders bought on the same day, 30 Oct: 3 Board member. That week 107 companies across United States disclosed insider purchases, an ordinary week (17 of the last 26).
Tap an item for what it means.
●A purchase: the bigger the dot, the more was bought
Each dot is one insider's purchases on one day. The dot's area follows the amount: the largest purchase here gets the largest dot. Hold the pointer over a dot to see the date and the amount.
▮Purple band: several insiders bought within 15 days
The band marks the stretch with the most different buyers: at most 15 days long and at least two people. Here it is 30 Oct, with 3 insiders. Only the strongest stretch is marked. Several people deciding the same thing is harder to explain by one person's private reasons, but insiders often buy together just after a closed period ends, so compare it with the grey weekly bars.
▂Grey bars: companies across United States disclosing purchases each week
A taller bar is a week in which more companies disclosed insider purchases. The purple bar is the week of the band above: 107 companies, number 17 of the last 26 weeks. If that week was a peak anyway, buying together is less special than it looks.
This company: insiders buying per month, last 12 months
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
3Oct
Nov
Darker bars are inside the 180-day window above.
Who traded
| Insider | Role | Purchases | Sales | Bought | First purchase | Share price since |
|---|---|---|---|---|---|---|
| Gillmore Michael | Board member | 1 | — | 12.9k USD | 2026-10-30 | — |
| SILVERSTEIN WENDY | Board member | 1 | — | 253.2k USD | 2026-10-30 | — |
| Smith Michael Bradley | Board member | 1 | — | 32.6k USD | 2026-10-30 | — |
Insiders' buying price vs the latest close
No daily prices have been captured for this stock yet.
Buying size vs market trading
Complete price and volume history is not yet available.
Market-data coverage: 0 verified sessions · Latest session: — · Ratio status: Unavailable
Traded value is estimated as close × shares traded, in major currency units. Includes disclosed qualifying purchases; disclosures may lag. Contractual or planned acquisitions are not necessarily discretionary. Ratios describe relative trading size, not market participation or score contributions.
Sector context
- Buying breadth
- 4.7% (12 / 258 issuers)
- Sector rank
- #4 / 13
This is sector-level research context. It does not affect the Insider Signal or ranking.
Insider profile outcomes
Historical performance following insider filings. The company role is translated below each name while preserving the original title.
- Excess return = stock return − S&P 500 ETF (SPY adjusted close) return over the same period.
- Hit rate = completed events with positive excess return ÷ total completed events.
- Price coverage = valid point-in-time prices ÷ events mature enough for that period.
- Returns start on the first shared trading session on or after publication.
- Small-sample rule: n<5 is shown for transparency and is not scored.
Events are disclosure-level observations; related disclosures published on the same date may share a return path and may not be statistically independent. This research enrichment does not affect the insider score or ranking.
Regulatory filings
- Insider filing announcement · published 2026-11-03 · trade date 2026-10-30
- Insider filing announcement · published 2026-11-03 · trade date 2026-10-30
- Insider filing announcement · published 2026-11-03 · trade date 2026-10-30
Unfold all 34 filings
- Insider filing announcement · published 2026-11-03 · trade date 2026-10-30
- Insider filing announcement · published 2026-11-03 · trade date 2026-10-30
- Insider filing announcement · published 2026-11-03 · trade date 2026-10-30
- Insider filing announcement · published 2026-10-27 · trade date 2026-10-23
- Insider filing announcement · published 2026-10-27 · trade date 2026-10-23
- Insider filing announcement · published 2026-10-27 · trade date 2026-10-23
- Insider filing announcement · published 2026-10-27 · trade date 2026-10-23
- Insider filing announcement · published 2026-07-28 · trade date 2026-07-24
- Insider filing announcement · published 2026-07-28 · trade date 2026-07-24
- Insider filing announcement · published 2026-07-28 · trade date 2026-07-24
- Insider filing announcement · published 2026-07-28 · trade date 2026-07-24
- Insider filing announcement · published 2026-07-02 · trade date 2026-06-30
- Insider filing announcement · published 2026-07-02 · trade date 2026-06-30
- Insider filing announcement · published 2026-07-02 · trade date 2026-06-30
- Insider filing announcement · published 2026-07-02 · trade date 2026-06-30
- Insider filing announcement · published 2026-07-02 · trade date 2026-06-30
- Insider filing announcement · published 2026-04-28 · trade date 2026-04-24
- Insider filing announcement · published 2026-04-28 · trade date 2026-04-24
- Insider filing announcement · published 2026-04-28 · trade date 2026-04-24
- Insider filing announcement · published 2026-04-28 · trade date 2026-04-24
- Insider filing announcement · published 2026-01-27 · trade date 2026-01-23
- Insider filing announcement · published 2026-01-27 · trade date 2026-01-23
- Insider filing announcement · published 2026-01-27 · trade date 2026-01-23
- Insider filing announcement · published 2026-01-27 · trade date 2026-01-23
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
- Insider filing announcement · published 2025-12-29 · trade date 2025-12-24
Results and insider purchases
| Results (8-K) | Bought within 5 sessions | Bought within 20 sessions | Buyers, 20 sessions before |
|---|---|---|---|
| 2026-10-2616:13 ET · after the closeFirst session 2026-10-27 | 3 · $298.7KSILVERSTEIN WENDY; Smith Michael Bradley; Gillmore Michael | 3 · $298.7KSILVERSTEIN WENDY; Smith Michael Bradley; Gillmore Michael7/20 sessions so far | 0 |
| 2026-07-2816:32 ET · after the closeFirst session 2026-07-29 | None | None | 0 |
| 2026-04-2816:19 ET · after the closeFirst session 2026-04-29 | None | None | 0 |
| 2026-02-1716:29 ET · after the closeFirst session 2026-02-18 | None | None | 0 |
Results dates are the company's 8-K filings to the SEC under Item 2.02 (results of operations); one filed after the close counts from the next session. Purchases are open-market buys reported on Form 4 (code P), by trade date; a Form 4 can arrive two business days after the trade, so the latest days can still fill in. Facts only; this does not change the score or rank.
Ownership and trading-plan context
| Direct / indirect ownership | Direct, Mixed direct / indirect |
|---|---|
| 10b5-1 filing evidence | Not declared in filing field |
| Evidence retrieved | 2026-11-04T23:53:55+00:00 |
These are accession-level filing fields. Unavailable means the evidence was not fetched or parsed; it is never inferred as “No” and does not adjust the US score.
Filing evidence
These are underlying national-feed records from the 365-day window ending on the saved ranking snapshot. The score uses only the latest 180 days; older qualifying equity purchases remain visible for audit but do not enter the current score. The original filer, role, transaction classification, instrument, price, volume, value and source fields are retained. The first three rows are shown; remaining records can be unfolded for audit. Other transaction types are retained but excluded from the score.
Excluded transactions & classification
3 qualifying purchase disclosure(s) · 3 transaction line(s)
Trade Oct 30, 2026Open market purchase
Gillmore Michael · Director
Published Nov 3, 2026 · Common Stock · 2000 shares × 6.43 USD · 12860.0 USD
Open filingTrade Oct 30, 2026Open market purchase
SILVERSTEIN WENDY · Director
Published Nov 3, 2026 · Common Stock · 38900 shares × 6.51 USD · 253239.0 USD
Open filingTrade Oct 30, 2026Open market purchase
Smith Michael Bradley · Director
Published Nov 3, 2026 · Common Stock · 5000 shares × 6.52 USD · 32599.999999999996 USD
Open filingShowing 3 of 3 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.
Other disclosed transactions · excluded from score
View 31 other transaction(s)
Trade Dec 24, 2025Grant or award
Hong Julie · Director
Published Dec 29, 2025 · Common Stock · 13012.0 shares × 0.0 USD · 0.0 USD
Open filingTrade Dec 24, 2025Grant or award
Schuster Todd · Director
Published Dec 29, 2025 · Common Stock · 13012.0 shares × 0.0 USD · 0.0 USD
Open filingTrade Dec 24, 2025Grant or award
Banyasz Avi · Director
Published Dec 29, 2025 · Common Stock · 56597.0 shares × 0.0 USD · 0.0 USD
Open filingUnfold all 28 remaining filing row(s)
| Transaction date | Published | Filer | Role | Transaction | Instrument | Price (local currency) | Quote currency | Volume | Reported value (local currency) | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-24 | 2025-12-29 | Smith Michael Bradley | Director | Grant or award | Common Stock | 0.0 USD | USD | 13012.0 | 0.0 USD | Open filing |
| 2025-12-24 | 2025-12-29 | Coleman Matthew | President | Grant or award | Common Stock | 0.0 USD | USD | 56597.0 | 0.0 USD | Open filing |
| 2025-12-24 | 2025-12-29 | Goldthorpe Edward J. | Director | Grant or award | Common Stock | 0.0 USD | USD | 2169.0 | 0.0 USD | Open filing |
| 2025-12-24 | 2025-12-29 | SILVERSTEIN WENDY | Director | Grant or award | Common Stock | 0.0 USD | USD | 13012.0 | 0.0 USD | Open filing |
| 2025-12-24 | 2025-12-29 | Bouquard Doug | Chief Executive Officer | Grant or award | Common Stock | 0.0 USD | USD | 429794.0 | 0.0 USD | Open filing |
| 2025-12-24 | 2025-12-29 | Gillmore Michael | Director | Grant or award | Common Stock | 0.0 USD | USD | 13012.0 | 0.0 USD | Open filing |
| 2025-12-24 | 2025-12-29 | Fox Brandon C | See Remark (A) | Grant or award | Common Stock | 0.0 USD | USD | 26000.0 | 0.0 USD | Open filing |
| 2026-01-23 | 2026-01-27 | SILVERSTEIN WENDY | Director | Grant or award | Common Stock | 8.79 USD | USD | 1007.0 | 8851.529999999999 USD | Open filing |
| 2026-01-23 | 2026-01-27 | Smith Michael Bradley | Director | Grant or award | Common Stock | 8.79 USD | USD | 1007.0 | 8851.529999999999 USD | Open filing |
| 2026-01-23 | 2026-01-27 | Schuster Todd | Director | Grant or award | Common Stock | 8.79 USD | USD | 138.0 | 1213.02 USD | Open filing |
| 2026-01-23 | 2026-01-27 | Gillmore Michael | Director | Grant or award | Common Stock | 8.79 USD | USD | 1007.0 | 8851.529999999999 USD | Open filing |
| 2026-04-24 | 2026-04-28 | Gillmore Michael | Director | Grant or award | Common Stock | 7.61 USD | USD | 1195.0 | 9093.95 USD | Open filing |
| 2026-04-24 | 2026-04-28 | Smith Michael Bradley | Director | Grant or award | Common Stock | 7.61 USD | USD | 1195.0 | 9093.95 USD | Open filing |
| 2026-04-24 | 2026-04-28 | SILVERSTEIN WENDY | Director | Grant or award | Common Stock | 7.61 USD | USD | 1195.0 | 9093.95 USD | Open filing |
| 2026-04-24 | 2026-04-28 | Schuster Todd | Director | Grant or award | Common Stock | 7.61 USD | USD | 164.0 | 1248.04 USD | Open filing |
| 2026-07-24 | 2026-07-28 | Schuster Todd | Director | Grant or award | Common Stock | 8.46 USD | USD | 152.0 | 1285.92 USD | Open filing |
| 2026-07-24 | 2026-07-28 | Gillmore Michael | Director | Grant or award | Common Stock | 8.46 USD | USD | 1109.0 | 9382.140000000001 USD | Open filing |
| 2026-07-24 | 2026-07-28 | SILVERSTEIN WENDY | Director | Grant or award | Common Stock | 8.46 USD | USD | 1109.0 | 9382.140000000001 USD | Open filing |
| 2026-07-24 | 2026-07-28 | Smith Michael Bradley | Director | Grant or award | Common Stock | 8.46 USD | USD | 1109.0 | 9382.140000000001 USD | Open filing |
| 2026-06-30 | 2026-07-02 | Banyasz Avi | Director | Shares withheld for tax or exercise price | Common Stock | 8.46 USD | USD | 20539.0 | 173759.94000000003 USD | Open filing |
| 2026-06-30 | 2026-07-02 | Coleman Matthew | President | Shares withheld for tax or exercise price | Common Stock | 8.46 USD | USD | 34696.0 | 293528.16000000003 USD | Open filing |
| 2026-06-30 | 2026-07-02 | Bouquard Doug | Chief Executive Officer | Shares withheld for tax or exercise price | Common Stock | 8.46 USD | USD | 223533.0 | 1891089.1800000002 USD | Open filing |
| 2026-06-30 | 2026-07-02 | Fox Brandon C | See Remark (A) | Shares withheld for tax or exercise price | Common Stock | 8.46 USD | USD | 9011.0 | 76233.06000000001 USD | Open filing |
| 2026-06-30 | 2026-07-02 | Hong Julie | Director | Shares withheld for tax or exercise price | Common Stock | 8.46 USD | USD | 6195.0 | 52409.700000000004 USD | Open filing |
| 2026-10-23 | 2026-10-27 | Gillmore Michael | Director | Grant or award | Common Stock | 6.33 USD | USD | 1524 | 9646.92 USD | Open filing |
| 2026-10-23 | 2026-10-27 | SILVERSTEIN WENDY | Director | Grant or award | Common Stock | 6.33 USD | USD | 1524 | 9646.92 USD | Open filing |
| 2026-10-23 | 2026-10-27 | Schuster Todd | Director | Grant or award | Common Stock | 6.33 USD | USD | 210 | 1329.3 USD | Open filing |
| 2026-10-23 | 2026-10-27 | Smith Michael Bradley | Director | Grant or award | Common Stock | 6.33 USD | USD | 1524 | 9646.92 USD | Open filing |
Showing 31 of 31 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.
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Model & Sources
Signal history
72.4 / 100
Latest recorded score
↓ -0.2 ptssince the first recorded snapshot on 2026-11-04; 1 calendar days observed
- Recorded snapshots
- 2
- First snapshot
- 2026-11-04
There is not yet a 30-calendar-day comparison; earlier scores are not reconstructed. These are raw signal scores saved when each full scoring run completed. They describe changes in research ranking, not price performance or returns.
Why did it change?
Less than 30 days of comparable history is available, so factor movement is not yet decomposed.
Signal score history
Fixed 0–100 scale; dates are spaced by calendar time.
Recent recorded points
- 72.6
- 72.4
View all recorded scores
| Snapshot date | Signal score |
|---|---|
| 2026-11-04 | 72.6 |
| 2026-11-05 | 72.4 |
Why this score? · Model details
Priority = 100 × Σ(fixed weight × 0–1 rule-based input)
| Factor | Weight | This company input | Point contribution |
|---|---|---|---|
| 15-day buyer breadth (count) | 35% | 0.600 | 21.0 |
| Qualified-buy size | 25% | 0.495 | 12.4 |
| Role informativeness (inverted) | 20% | 1.000 | 20.0 |
| Recency | 10% | 0.905 | 9.1 |
| Buy/sell conviction | 10% | 1.000 | 10.0 |
This is a heuristic ordering under the current rules, not a calibrated return forecast. It explains why candidates rank differently; the public-filing evidence and data limits are shown below.
Snapshot & identity
- Snapshot date
- 2026-11-05
- Ticker
- TRTX
- ISIN
- —
- Sector
- Real Estate
- Industry
- —
Company logos by Parqet
Signal outcomes
Calculated from immutable US ranking snapshots; excess return is stock return minus SPY return. Newly saved snapshots remain pending until each forward horizon matures. This never affects the US score.
| Horizon | Status | Result |
|---|---|---|
| 5D | Awaiting maturity | — |
| 20D | Awaiting maturity | — |
| 60D | Awaiting maturity | — |
| 120D | Awaiting maturity | — |
How to read Form 4 transaction codes
| Code | Interpretation | Screen treatment |
|---|---|---|
| P | Open-market / private purchase | Buy evidence when the security is qualifying equity |
| S | Sale | Sell evidence when the security is qualifying equity |
| A | Grant / award | Context only |
| F | Tax-related withholding | Context only |
| M | Option exercise | Context only |
| G | Gift | Context only |
| J / L | Other / non-directional | Context only |
P/S rows for options, warrants, compensation units and debt remain visible for audit but are excluded from equity scores and quotes.