insider-firehoselisted

# Insider Firehose — Real-Time Form 4 Aggregator (v2.1) Pulls the SEC EDGAR Form 4 "current filings" atom feed and pushes a Telegram alert for every open-market purchase ≥ $200k by officers or directors. **v2.1 (May 2026):** every alert now auto-enriches with a business one-liner, P/E + valuation block, 52W price context, and a 0-10 Smart Money Score. Toggle on/off any time via `/enrich on` or `/enrich off` in Telegram (or `firehose_cli.py`). ## Why this exists Tools like openinsider.com aggregate Form 4 filings but scrape on a 12-24 hour delay. **This skill pulls directly from SEC EDGAR with a 2-5 minute delay** — same authoritative source, 100-300x faster. It also enforces the methodology rules from `review-investment-screenshot/SKILL.md`: - **Form 4 code "P" only** (open-market purchase) — never A/M/F/G/D/C (RSU vest, option exercise, tax withholding, gift, distribution, conversion). Aggregators that conflate these produce false-positive cluster-buy headlines like the 2026-04-01 UNH "10 directors buying" story (all DSU grants). - **10% holder-only buys skipped** by default. These are often activist funds (Saba Capital) or institutional positions, not officer/director conviction signals. - **$200k threshold** filters out small qualifying purchases (board minimums, ESPP-style buys). ## Architecture ``` SEC EDGAR atom feed (every 30 min cron, weekdays 9 AM - 7:30 PM ET) │ ▼ form4_firehose.py │ pulls feed, dedupes via form4_state.json │ for each NEW filing