Disclosure Insight - Commentary & Analysis

22-Jan-2024 - Newly Disclosed SEC Investigation:  More Bad News Likely From ADM ADM issued an unusual press release over the weekend, on Sunday, 21-Jan-2024.  The CFO was put on administrative leave with related news of an SEC inquiry.  Earnings report to be delayed. In short, the...

30-Oct-2023 - Early Signals Report - October 30, 2023 Today we published updates into SEC investigative activity at the following US-listed companies -- PDF with full report only visible if logged-in. Agios Pharmaceuticals, Inc. AGIO Applied Materials Inc. AMAT...

27-Sep-2023 - DI Report - September 28, 2023 Today we published a Sector Warning.   Three Online Auto Companies Now Have Undisclosed SEC Investigations. PDF with full report only visible if logged-in.

20-Jul-2023 - The SEC Accounting Investigation Carvana [Still] Does Not Want to Talk About Analysis and Opinion:  With Carvana shares on a volatile tear this year, we thought it would be worthwhile to remind you that this management disclosed serious-sounding accounting issues in early 2020...

30-Jan-2023 - New - Confirmed, Undisclosed SEC investigative activity found.  In its November earnings call with analysts, Natera management treated investors to some happy news about an internal investigation having cleared Natera of wrong-doing. The company also said it had received...

23-Jan-2023 - New - Confirmed, Undisclosed SEC investigative activity found.  On 18-Dec-2022, L3Harris Technologies (LHX) announced a deal  to acquire Aerojet Rocketdyne for $4.7 billion, or $58 per share.  Aerojet is added to the DI Focus and Watch Lists because we recently found...

2-Nov-2022 - Cassava Sciences:  Two Undisclosed SEC Investigations Found There's so much here, we had to write it up in a DI Report posted here for clients only.  (PDF with full report only visible if logged-in) New - Confirmed, Undisclosed SEC investigative activity again found....

18-May-2022 - Twitter, Inc. – TWTR   $38.28 US   Mkt Cap: $29.3 B Confirmed Update. Undisclosed SEC investigation again confirmed at Twitter.  Maintained on Watch List. In response to a few tweets we saw:  The SEC already investigated and reviewed Twitter’s user...

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