BamSEC Review, Pricing, and Features

Key features

• Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms.
• Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers.
• All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches.
• Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.
• Table Tools provide one-click Excel downloads for any table in any filing, including most financial tables beyond the three statements, plus Similar Tables to pull prior versions from older filings and Merge Tables to combine data across periods; downloads are cleanly formatted spreadsheets with no merged cells or styling and data taken directly from the filings.
• Historical Similar Tables coverage spans almost every financial table (for example, segment breakdowns or pension tables), enabling multi-year model building and benchmarking without manually opening each historical filing.
• Filings and transcripts are organized into intuitive categories with helpful labels (for example, 8-Ks labeled with the underlying press release title), instant filtering by form type, year or keywords, and dedicated “Key Exhibits” views that surface hard-to-find items like credit agreements, indentures, material contracts, plans of reorganization and underwriting agreements.
• Insider Transactions view aggregates Form 3/4/5 activity into a single table, defaulting to open-market buys and sells, highlighting potentially non‑10b5‑1 trades, and allowing filters by year, owner/issuer and transaction type.
• Institutional Owners and Holdings consolidates 13F data so you can see institutional owners for a company and each filer’s portfolio (including long positions, call and put options, ADRs and convertible debt), with filters by owner or issuer and tagging for options and convertibles plus “stale” flags for older 13F data.
• All-Company Recent Filings screen lists recent key forms (such as S‑1, S‑11, 10‑12B, 10‑12G, F‑1, F‑10, S‑3, S‑8, 13D and late-filing notices) to surface upcoming IPOs, spinoffs, activist stakes, proxy fights and other corporate events, with optional All-Company Filing Alerts.
• Highlight Text lets you save any text selection within a filing or transcript for later, maintains a per-company “Your Highlights” page, and supports collaboration by sharing highlights with colleagues.
• Link to Text and Link to Tables features generate shareable URLs that bring recipients- even those without BamSEC accounts-directly to a specific piece of text or table within a filing, making it easy to reference source passages in models and notes.
• Compare Filings (Document Comparisons) generates browser-based redlines that highlight added and removed text and tables between two versions of a filing, enabling quick review of changes without manually diffing PDFs.
• PDF tools produce “clean PDFs” for any filing, plus combined PDFs of all exhibits, with proper pagination and footers indicating page references, intended for printing, sharing or offline review.
• Watched List feature lets you follow specific companies so they appear on your homepage, feed your Documents Feed with new filings and transcripts, and drive email alerts for those issuers; removing a company from the Watched List also removes its alerts and feed items.
• Email Alerts can be customized by company and document category, with grid-style controls for enabling or disabling categories across companies; BamSEC Pro adds advanced customization for ownership filings and all-company email alerts for new filings across the universe by form type.
• High-quality S&P earnings and event transcripts are available directly in BamSEC and fully integrated with Document Search, highlighting and sharing tools, covering earnings calls and a wide range of events such as investor presentations and broker conferences.

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