Companies that drew an initial 13D after 13G coverage

Run it yourself

This is the exact query behind the result above. Change a ticker, a date or a column and run it against the warehouse — no account, no key. The no-signup tier is smaller than the one this page was computed on; a query that reaches past it comes back saying which plan runs it.

WITH latest_13d AS
(
    SELECT
        ticker,
        any(issuer_name) AS issuer_name,
        max(filing_date) AS d_date
    FROM global_markets.stocks_sec_edgar_index
    WHERE form_type = 'SC 13D'
      AND filing_date >= today() - 1095
      AND ticker != ''
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
)
SELECT
    d.ticker                                        AS ticker,
    d.issuer_name                                   AS issuer,
    formatDateTime(max(g.filing_date), '%b %e, %Y') AS prior_13g,
    formatDateTime(d.d_date, '%b %e, %Y')           AS filed_13d,
    dateDiff('day', max(g.filing_date), d.d_date)   AS days_between
FROM latest_13d AS d
INNER JOIN
(
    SELECT ticker, filing_date
    FROM global_markets.stocks_sec_edgar_index
    WHERE form_type LIKE 'SC 13G%'
      AND filing_date >= today() - 1460
      AND ticker != ''
      AND ticker NOT IN ('SPCX')
) AS g ON g.ticker = d.ticker
WHERE g.filing_date < d.d_date
GROUP BY d.ticker, d.issuer_name, d.d_date
ORDER BY d.d_date DESC, d.ticker
LIMIT 12