Trading Policy
Last updated: [DATE]
To keep our research independent and avoid conflicts of interest, everyone who produces or controls StratGraph content (owners, employees and contractors, and their households) follows these rules.
- Blackout window: no buying, selling or shorting a company's securities (including options) from 5 business days before through 5 business days after we publish new research, a research update or a social media post about that company.
- Minimum holding period: positions in individual covered companies are held for at least 30 days.
- No trading against our publications' timing: we never trade to profit from readers' reaction to our content.
- Broad funds are exempt: diversified index funds and ETFs are not restricted.
- No compensation from covered companies: we do not accept payment, gifts or other consideration from companies we cover.
- Disclosure: individual holdings in covered companies by the people above are listed below and updated within 10 business days of a change.
Current disclosed holdings
[NONE / LIST TICKERS]
StratGraph publishes general, impersonal research about public companies based on public filings. It is not investment advice, not a recommendation to buy, sell or hold any security, and not tailored to any reader's circumstances. Content may contain errors and may be partly generated with AI tools; verify against the original filings, which are linked. Authors may not trade securities discussed within the window set by our trading policy. Full disclaimer.