Editorial standards

How Ticker Sage sources, checks, corrects and discloses what it publishes.

Where every note comes from

Every filing note starts from a document that a company, its insiders or its large holders filed with the SEC, read from EDGAR, the SEC's public filing system. We don't use anonymous sources, rumors, social media posts or other outlets' reporting. Each note links to the filing index and the filing document, and company pages link every number to the 10-K or 10-Q it came from.

Checks before anything publishes

• Numbers. Every figure in a note’s headline, summary and context must come from the parsed filing: shares, prices, totals, holdings, percentages, item and exhibit numbers and dates. Text quoted from a filing is marked as a quote.
• Language. A compliance and style check runs on every page of the site. It flags wording that would tell a reader what to do with a stock or hype it, and nothing publishes until that wording is fixed.
• Links. The filing index and the filing document on sec.gov must both load before a note goes up.
• Holds. A note that fails a check isn’t published automatically. It waits for review, and it can be kept off the site whatever the checks say.

How software and AI are used

Filing notes are written by software that fills every sentence from the parsed filing; quotes are copied word for word. AI tools help us draft and maintain company files, earnings recaps, explainers and that software. AI is a drafting assistant, never the source: figures come only from the filings, every draft goes through the checks above (company files and recaps are also checked figure by figure against the SEC’s XBRL data), new kinds of pages are reviewed by the editor before they launch, and anything that fails is held instead of published. AI tools don’t choose what we cover.

Corrections

If a number or statement is wrong, email corrections@tickersage.com with the page and what needs fixing. We correct it, note the correction and its date at the bottom of the page, and record it in the corrections log.

Independence

• We never accept payment from a company, or anyone acting for it, to write about its stock. Coverage choices are made before and apart from any money the site earns.
• Ticker Sage may earn money from ads, affiliate links and newsletter sponsorships. Each is labeled where it appears, and sponsors don’t see, pick or approve coverage.
• Every page that names a company the editor holds says so, with the date the statement is as of, and the editor does not buy or sell a covered stock from 3 days before to 3 days after a company page about it is published or substantively updated. The full policy is on Methodology & Disclosures.

Not investment advice

We publish the same facts for every reader, on a regular schedule, and never tell anyone what to buy or sell. Nothing on Ticker Sage is investment advice or a recommendation to buy, sell or hold any security, and nothing is tailored to anyone's finances, goals or holdings.

Ticker Sage Newsroom