Research Report
Q1 2026 · Published February 23, 2026

Q1 2026 Insider Intelligence
Signal Report

99 signals scored. Here's what the data showed.

99
Signals scored
73.1%
Peak accuracy (70–79 tier)
p=0.004
Statistical significance
Executive Summary

Between January and March 2026, the Ivolution signal engine ingested and scored 99 Form 4 open-market purchase transactions filed with the SEC. Each filing was assigned a conviction score (0–100) based on a rules-based model weighing insider tier (officer vs. director vs. 10% holder), transaction size relative to compensation, transaction type (open-market purchases weighted above option exercises and awards), and historical accuracy of the reporting insider. Price outcomes were then measured at the 7-day mark using closing prices from the filing date.

The central finding: scoring works. At the 70–79 conviction tier, 73.1% of signals showed positive price movement within 7 days (p=0.004), a result that clears the 99% confidence threshold. The moderate-conviction tier (50–69) performed at 58.1% — meaningfully above chance but below the threshold for statistical significance. The highest-conviction tier (90–100) posted 77.8% accuracy on a small sample of 9 signals; we flag this as directionally encouraging but statistically inconclusive pending a larger sample. The 80–89 tier data is currently undergoing a quality review; we will publish corrected figures in the next update.

Results by Conviction Tier

Positive outcome = closing price at T+7 days above closing price at date of filing.

Score range
Signals
7-day win rate
p-value
Significant
50 – 69
Moderate Conviction
38
58.1%
p=0.21
No
70 – 79
High Conviction
26
73.1%
p=0.004
YES (99.6%)
80 – 89
Very High Conviction
Under review
⚠ Under review — data quality correction in progress
90 – 100
Highest Conviction
9
77.8%
p=0.09
No
↳ Small sample — interpret with caution

Win rate = proportion of signals where T+7 close exceeded filing-date close. p-value computed via one-sample binomial test against null hypothesis of 50% (chance).

Case Study
TKO🔥 SCORE: 100

TKO Group Holdings, Inc.

+7.7%
T+7 days
+21%
T+30 days
Insider
Ariel Emanuel
Title
CEO
Filed
Jan 17, 2025
Size
$17.9M
Why Score: 100
CEO direct open-market purchase — highest insider tier, cannot be explained by compensation
$17.9M transaction size signals high personal conviction
No derivative element — shares, not options

Verifiable on SEC EDGAR · Accession: 0001127602-25-005792 · This is a historical example, not a current recommendation.

Methodology & Disclosure

Data Source

All filings sourced from SEC EDGAR Form 4 electronic submissions. Data ingested via the EDGAR full-text search API. Only open-market transactions are included in accuracy calculations; derivative exercises, awards, and tax-withholding sales are excluded from win-rate computation. The signal engine processes approximately 10,400 filings across the covered period; the 99 scored signals represent transactions meeting the minimum position threshold for scoring.

Scoring Model

Signal scores (0–100) are computed by a rules-based model. Primary inputs: (1) insider classification — officers score higher than directors, directors higher than 10% holders; (2) transaction type — open-market purchases score highest; (3) transaction size — scored relative to the insider's estimated annual compensation and prior filing history; (4) timing — cluster purchases (multiple insiders buying in a short window) receive a bonus. Derivative transactions and sales are scored but excluded from the accuracy analysis published here. The model does not use price momentum or any forward-looking variable.

Outcome Measurement

Win rate = proportion of signals where the adjusted closing price at T+7 trading days exceeded the adjusted closing price on the filing date. Price data from public market sources. Results are not adjusted for market beta or sector performance. Signals that were halted, acquired, or delisted within the measurement window are excluded from calculations.

Important: This report is published for informational purposes only. Past signal performance does not guarantee future results. Insider purchasing activity reflects personal financial decisions and does not constitute investment advice. Nothing in this report should be construed as a recommendation to buy or sell any security. All investing involves risk, including possible loss of principal.

See the Live Signal Feed

This report covers Q1 2026. The signal engine is live — new Form 4 filings are ingested and scored daily.

View live signal feed