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197176
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evt_dbf4a2c51f12
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opportunity_drop_decision
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2026-04-18T14:26:03.949870+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T14:26:03.949798+00:0 {"at":"2026-04-18T14:26:03.949798+00:00","entity_key":"equity:BMXI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_df67969f0c5f","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T14:26:03.949877+00:00
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Edit
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164365
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evt_dbf476917df7
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opportunity_drop_decision
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2026-04-18T09:05:37.413429+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T09:05:37.413393+00:0 {"at":"2026-04-18T09:05:37.413393+00:00","entity_key":"equity:SMBK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_9046e1902d27","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T09:05:37.413433+00:00
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63267
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evt_dbf464240c33
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signal_ingest
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2026-04-17T09:24:55.545488+00:00
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daemon:signal_enrichment
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[]
|
{"created_at":"2026-04-17T02:13:18.114 {"created_at":"2026-04-17T02:13:18.114675+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:4a483e9f9e03fd02","evidence_event_ids":["evt_912d92676114"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt","as_of":"2026-04-17T02:13:18.114675+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt","company":"SEACOR Marine Holdings Inc.","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_dec7111c01c2b2cb","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt","content_type":"text/plain","enriched_at":"2026-04-17T09:24:55.545432+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"DEF 14A","final_url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt","source_event_id":"evt_912d92676114","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"DEF 14A","fp":"7061ccae4b5780cf","kind":"sec_filing","published_at":"20260416","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["2026-04-16","2026-04-17","2026-04-13","2026-04-27","2026-06-02"],"entities":[{"asset_class":"equity","name":"SEACOR Marine Holdings Inc.","relevance":"high","symbol":"SEACOR Marine Holdings Inc.","type":"issuer"},{"asset_class":"unknown","name":"Andrew R. Morse","relevance":"medium","symbol":"","type":"person"},{"asset_class":"unknown","name":"Andrew H. Everett II","relevance":"medium","symbol":"","type":"person"},{"asset_class":"unknown","name":"proxydocs.com/SMHI","relevance":"medium","symbol":"","type":"website"},{"asset_class":"unknown","name":"proxypush.com/SMHI","relevance":"medium","symbol":"","type":"website"}],"event_type":"listing","information_gaps":["What changed vs prior known state is not provided in the signal (no prior filing details or delta comparison text included).","No specific governance/compensation proposals, director nominees, or voting matters are included in the provided excerpt.","No explicit filing accession number or SEC filing URL is included in the provided text."],"key_facts":["Form DEF 14A is titled \u201cNotice of 2026 Annual Meeting And Proxy Statement\u201d for SEACOR Marine Holdings Inc.","The 2026 Annual Meeting is scheduled for Tuesday, June 2, 2026 at 9:00 a.m. (EDT).","The Annual Meeting will be held exclusively online via a live audio webcast.","Stockholders can access the meeting at www.proxydocs.com/SMHI using a 16-digit control number from the proxy card.","Holders of record of the Company\u2019s Common Stock at the close of business on April 13, 2026 are entitled to vote at the Annual Meeting.","The Proxy Statement is being first sent to stockholders on or about April 27, 2026.","Stockholders may vote over the Internet at www.proxypush.com/SMHI or by using the toll-free telephone number included in the voting materials.","If a stockholder attends the virtual meeting by webcast, they may revoke their proxy and vote electronically at the virtual meeting."],"numeric_claims":[{"label":"Annual Meeting date","value":"2026-06-02"},{"label":"Annual Meeting time (EDT)","value":"9:00 a.m."},{"label":"Record date","value":"2026-04-13"},{"label":"Proxy Statement first sent on or about","value":"2026-04-27"}],"primary_claim":"SEACOR Marine Holdings Inc. filed Form DEF 14A for its 2026 Annual Meeting, to be held virtually on June 2, 2026 at 9:00 a.m. (EDT).","relevance_score":0.45,"sentiment":"neutral","source_quality":"high","summary":"SEACOR Marine Holdings Inc. filed a DEF 14A proxy statement for its 2026 Annual Meeting, including notice and voting instructions. The meeting is scheduled for June 2, 2026 and will be held exclusively online via live audio webcast.","topics":["proxy statement","annual meeting","virtual meeting","stockholder voting","record date","webcast access"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form DEF 14A \u00b7 SEACOR Marine Holdings Inc. \u00b7 Filed 20260416","ticker":"SMHI","tickers":["SMHI"],"title":"SMHI filed DEF 14A","url":"https://www.sec.gov/Archives/edgar/data/1690334/0001193125-26-159284.txt"}}...
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candidate:sc_dec7111c01c2b2cb
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0.78
|
signal_enriched:discovery_sec_filing_delta:4a483e9 signal_enriched:discovery_sec_filing_delta:4a483e9f9e03fd02...
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NULL
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2026-04-17T09:24:55.545557+00:00
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266198
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evt_dbf451b6ecca
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opportunity_drop_decision
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2026-04-19T03:07:28.700560+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T03:07:28.700521+00:0 {"at":"2026-04-19T03:07:28.700521+00:00","entity_key":"equity:ECX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_cd4c29901ede","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T03:07:28.700565+00:00
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145587
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evt_dbf42f6f209c
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opportunity_drop_decision
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2026-04-18T06:05:03.743436+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T06:05:03.743388+00:0 {"at":"2026-04-18T06:05:03.743388+00:00","entity_key":"commodity:us_oil_wti","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_bb2747bb0e67","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T06:05:03.743440+00:00
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Edit
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60509
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evt_dbf3e5fa2f2e
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llm_usage
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2026-04-16T22:51:39.027576+00:00
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llm:openai
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[]
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{"cost_usd":0.001187,"meta":{" {"cost_usd":0.001187,"meta":{"governance":{"chars_trimmed":15951,"complexity":"high","cost_24h_usd":2.616883,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1200,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:high","pressure:normal","context_trimmed"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":1200,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_09ceea109c8ccf4c0069e167f650f08194be15565eb83289f8","usage":{"input_tokens":1967,"input_tokens_details":{"cached_tokens":0},"output_tokens":635,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2602}}...
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NULL
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0.0
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llm_usage:resp_09ceea109c8ccf4c0069e167f650f08194b llm_usage:resp_09ceea109c8ccf4c0069e167f650f08194be15565eb83289f8...
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NULL
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2026-04-16T22:51:39.027658+00:00
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113029
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evt_dbf3c42d7660
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opportunity_drop_decision
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2026-04-18T00:54:38.804020+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T00:54:38.803989+00:0 {"at":"2026-04-18T00:54:38.803989+00:00","entity_key":"equity:KARX","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_58bb509a31a8","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T00:54:38.804024+00:00
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Edit
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178688
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evt_dbf393393717
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opportunity_drop_decision
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2026-04-18T11:20:47.902968+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T11:20:47.902914+00:0 {"at":"2026-04-18T11:20:47.902914+00:00","entity_key":"equity:HCSG","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8fd5b93a97cc","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T11:20:47.902973+00:00
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Edit
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335459
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evt_dbf392ef16e3
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system
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2026-04-19T19:50:53.791053+00:00
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housekeeping
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[]
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{"at":"2026-04-19T19:50:53.791053+00:0 {"at":"2026-04-19T19:50:53.791053+00:00","queue":{"cutoff_iso":"2026-04-19T19:40:53.796248+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":38,"leased":2,"queued":7}},"reducers":{"max_seq":335458,"stale":[],"stale_minutes":10,"top":[{"cursor":335121,"lag":337,"max_pos":335458,"reducer":"commitment_checkin_answers_v1","stream":"events","updated_at":"2026-04-19T19:49:07.677Z"},{"cursor":335123,"lag":335,"max_pos":335458,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-19T19:49:54.435Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-19T19:50:53.399Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-19T19:49:39.117Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-19T19:49:39.186Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-19T19:49:39.299Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-19T19:49:39.304Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-19T19:49:39.309Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-19T19:49:39.315Z"},{"cursor":335458,"lag":0,"max_pos":335458,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-19T19:49:39.329Z"}],"worst_lag":337,"worst_reducer":"commitment_checkin_answers_v1"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-19T19:50:00Z
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NULL
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2026-04-19T19:50:53.816278+00:00
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Edit
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247713
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evt_dbf38a60f246
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opportunity_drop_decision
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2026-04-18T23:37:07.699144+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T23:37:07.699080+00:0 {"at":"2026-04-18T23:37:07.699080+00:00","entity_key":"equity:XLM","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_a9246fbc8a66","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T23:37:07.699155+00:00
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Edit
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34321
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evt_dbf2f904c261
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dead_letter
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2026-04-13T12:52:24.253942+00:00
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worker
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[]
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{"created_at":"2026-04-13T12:52:24.253 {"created_at":"2026-04-13T12:52:24.253942+00:00","dedupe_key":"job_dead:job_observability_tick_731d307f439f:484:5","error":"ImportError: cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py)","payload":{"attempts":484,"job_id":"job_observability_tick_731d307f439f","job_type":"observability_tick","kind":"job_dead_letter","last_error":"cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py)","leased_at":"2026-04-13T12:52:24.180978+00:00","max_attempts":5,"params":{"interval_s":300},"traceback":"Traceback (most recent call last):\n File \"/app/opia_core/runtime/daemons/worker.py\", line 142, in tick\n out = handler(params)\n ^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 49, in <lambda>\n \"observability_tick\": lambda p: _lazy_observability_tick(ctx, p),\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n File \"/app/opia_core/scheduler/handlers.py\", line 245, in _lazy_observability_tick\n from opia_core.runtime.daemons.lifecycle import observability_tick\nImportError: cannot import name 'observability_tick' from 'opia_core.runtime.daemons.lifecycle' (/app/opia_core/runtime/daemons/lifecycle/__init__.py). Did you mean: 'observability'?\n","worker":"observability"},"severity":"high","source":"worker"}...
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NULL
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1.0
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job_dead:job_observability_tick_731d307f439f:484:5
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NULL
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2026-04-13T12:52:24.260502+00:00
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67165
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evt_dbf2f678a2b5
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opportunity_drop_decision
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2026-04-17T18:24:24.847308+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T18:24:24.847263+00:0 {"at":"2026-04-17T18:24:24.847263+00:00","entity_key":"equity:WAL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_84c7fb98f221","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T18:24:24.847344+00:00
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178619
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evt_dbf2ca8cab0f
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opportunity_drop_decision
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2026-04-18T11:20:47.168384+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T11:20:47.168340+00:0 {"at":"2026-04-18T11:20:47.168340+00:00","entity_key":"equity:QQQD","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8fd5b93a97cc","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T11:20:47.168388+00:00
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135293
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evt_dbf29fe97fed
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opportunity_drop_decision
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2026-04-18T04:24:42.929220+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T04:24:42.929187+00:0 {"at":"2026-04-18T04:24:42.929187+00:00","entity_key":"equity:YELP","reason_code":"noise:10b5_1","signal_id":"sig_4f1575e05ce3","tick_id":"otick_b6955f31ad53","where":"signal_interpretation"}...
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0.0
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NULL
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NULL
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2026-04-18T04:24:42.929224+00:00
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318615
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evt_dbf297397582
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opportunity_drop_decision
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2026-04-19T15:48:46.376070+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T15:48:46.376031+00:0 {"at":"2026-04-19T15:48:46.376031+00:00","entity_key":"equity:SON","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_61c793694dbd","where":"theme_universe_gate"}...
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NULL
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2026-04-19T15:48:46.376076+00:00
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274922
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evt_dbf2729ecc10
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opportunity_drop_decision
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2026-04-19T04:57:42.269327+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T04:57:42.269233+00:0 {"at":"2026-04-19T04:57:42.269233+00:00","entity_key":"equity:DOGE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_b467e0511004","where":"theme_universe_gate"}...
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0.0
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2026-04-19T04:57:42.269333+00:00
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159073
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evt_dbf265b96ee0
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opportunity_drop_decision
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2026-04-18T08:10:34.282180+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T08:10:34.282136+00:0 {"at":"2026-04-18T08:10:34.282136+00:00","entity_key":"equity:SMR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_d16172a1ee48","where":"theme_universe_gate"}...
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NULL
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2026-04-18T08:10:34.282184+00:00
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223331
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evt_dbf25e87268a
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opportunity_drop_decision
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2026-04-18T19:01:31.900888+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T19:01:31.900861+00:0 {"at":"2026-04-18T19:01:31.900861+00:00","entity_key":"equity:AUBN","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_431494ae06e4","where":"theme_universe_gate"}...
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2026-04-18T19:01:31.900891+00:00
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347784
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evt_dbf233bb023c
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opportunity_drop_decision
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2026-04-19T22:59:38.740266+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T22:59:38.740204+00:0 {"at":"2026-04-19T22:59:38.740204+00:00","entity_key":"equity:MSCI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e3055ca3a2d9","where":"theme_universe_gate"}...
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2026-04-19T22:59:38.740269+00:00
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358840
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evt_dbf1445d11ff
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opportunity_drop_decision
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2026-04-20T00:59:54.198876+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T00:59:54.198802+00:0 {"at":"2026-04-20T00:59:54.198802+00:00","entity_key":"equity:LAZ","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ee876c1da59f","where":"theme_universe_gate"}...
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2026-04-20T00:59:54.198882+00:00
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101527
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evt_dbf103286410
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opportunity_drop_decision
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2026-04-17T23:19:31.780243+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T23:19:31.780213+00:0 {"at":"2026-04-17T23:19:31.780213+00:00","entity_key":"equity:AMSF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_62591831cca9","where":"theme_universe_gate"}...
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NULL
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NULL
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2026-04-17T23:19:31.780247+00:00
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38136
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evt_dbf0d3bd438b
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llm_usage
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2026-04-13T23:51:40.385409+00:00
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llm:openai
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[]
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{"cost_usd":0.001144,"meta":{" {"cost_usd":0.001144,"meta":{"governance":{"chars_trimmed":0,"complexity":"medium","cost_24h_usd":3.201738,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1101,"input_tokens_original":1101,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":false,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_07892d89717181c20069dd8187701881978df278c49c8cc770","usage":{"input_tokens":1359,"input_tokens_details":{"cached_tokens":0},"output_tokens":698,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2057}}...
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NULL
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0.0
|
llm_usage:resp_07892d89717181c20069dd8187701881978 llm_usage:resp_07892d89717181c20069dd8187701881978df278c49c8cc770...
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NULL
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2026-04-13T23:51:40.385457+00:00
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385265
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evt_dbf067c089d0
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opportunity_tick_summary
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2026-04-20T04:55:18.343688+00:00
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opportunity_daemon
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[]
|
{"artifacts":0,"at":"2026-04-2 {"artifacts":0,"at":"2026-04-20T04:55:18.343404+00:00","cases":0,"cases_raw":533,"classifier_mode":"","emergent_themes":0,"facts":1135,"facts_before_classifier":0,"facts_dropped_by_class":{},"hot_themes":0,"lane_counts":{},"model":"","morning_briefing":{},"ok":true,"reassess_only":false,"signals_in":12,"theme_persist":{"members_added":0,"members_closed":141,"themes_persisted":15},"themes":15,"tick_id":"otick_78c827939c08","wall_ms":14345}...
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NULL
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0.0
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opportunity_tick_summary:otick_78c827939c08
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NULL
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2026-04-20T04:55:18.343695+00:00
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204188
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evt_dbf02754cdc5
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opportunity_drop_decision
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2026-04-18T15:36:07.464577+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T15:36:07.464550+00:0 {"at":"2026-04-18T15:36:07.464550+00:00","entity_key":"equity:JUVF","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e9734a7f148e","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T15:36:07.464581+00:00
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154382
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evt_dbf00ba93ac9
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opportunity_drop_decision
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2026-04-18T07:25:17.885222+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-18T07:25:17.885176+00:0 {"at":"2026-04-18T07:25:17.885176+00:00","entity_key":"equity:YUMC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_84703e029809","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T07:25:17.885226+00:00
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335995
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evt_dbeff8834c4a
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opportunity_drop_decision
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2026-04-19T19:59:41.678848+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T19:59:41.678793+00:0 {"at":"2026-04-19T19:59:41.678793+00:00","entity_key":"equity:NVDA","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_7a7f5c8fbcac","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T19:59:41.678851+00:00
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3301
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evt_dbefe25c64d7
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system
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2026-04-09T03:00:22.423857+00:00
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housekeeping
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[]
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{"at":"2026-04-09T03:00:22.423857+00:0 {"at":"2026-04-09T03:00:22.423857+00:00","queue":{"cutoff_iso":"2026-04-09T02:50:22.488640+00:00","dead_letters_in_window":0,"dead_letters_total":0,"failed_in_window":0,"requeued_expired":0,"requeued_failed":0,"status_counts":{"done":211,"leased":2,"queued":12}},"reducers":{"max_seq":3300,"stale":[],"stale_minutes":10,"top":[{"cursor":3296,"lag":4,"max_pos":3300,"reducer":"memory_ingest:default","stream":"events","updated_at":"2026-04-09T02:56:19.863Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"resolver_v3","stream":"events","updated_at":"2026-04-09T02:59:57.508Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"entity_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-09T02:55:53.606Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"entity_alias_reducer_v2","stream":"events","updated_at":"2026-04-09T02:55:53.763Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"event_subjects_reducer_v2","stream":"events","updated_at":"2026-04-09T02:55:53.926Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"fact_reducer_v2_deterministic","stream":"events","updated_at":"2026-04-09T02:55:54.019Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"signal_reducer_v1","stream":"events","updated_at":"2026-04-09T02:55:54.039Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"signal_fp_reducer_v1","stream":"events","updated_at":"2026-04-09T02:55:54.202Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"signal_candidate_reducer_v2","stream":"events","updated_at":"2026-04-09T02:55:54.220Z"},{"cursor":3298,"lag":2,"max_pos":3300,"reducer":"action_reducer_v2","stream":"events","updated_at":"2026-04-09T02:55:54.236Z"}],"worst_lag":4,"worst_reducer":"memory_ingest:default"},"subsystem":"housekeeping"}...
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NULL
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1.0
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system_housekeeping:2026-04-09T03:00:00Z
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NULL
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2026-04-09T03:00:22.496930+00:00
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94352
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evt_dbefdda853df
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opportunity_drop_decision
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2026-04-17T22:19:11.643347+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-17T22:19:11.643258+00:0 {"at":"2026-04-17T22:19:11.643258+00:00","entity_key":"equity:WHLRL","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_010cd214d3a9","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T22:19:11.643352+00:00
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Edit
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335335
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evt_dbefdc13f80c
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opportunity_drop_decision
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2026-04-19T19:49:34.399976+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-19T19:49:34.399929+00:0 {"at":"2026-04-19T19:49:34.399929+00:00","entity_key":"equity:PENGU","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_736f0239b619","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T19:49:34.399982+00:00
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381772
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evt_dbefa567b27c
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opportunity_drop_decision
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2026-04-20T04:25:21.515289+00:00
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opportunity_daemon
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[]
|
{"at":"2026-04-20T04:25:21.515182+00:0 {"at":"2026-04-20T04:25:21.515182+00:00","entity_key":"equity:ZEC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_47ffa7d18772","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-20T04:25:21.515301+00:00
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45939
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evt_dbef729d3cbf
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signal_candidate_ingest
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2026-04-15T02:18:53.247056+00:00
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collector:discovery
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[]
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{"created_at":"2026-04-15T02:18:53.247 {"created_at":"2026-04-15T02:18:53.247056+00:00","signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","url":"https://www.sec.gov/Archives/edgar/data/719220/0000719220-26-000035.txt","value":{"company":"S&T BANCORP INC","form_type":"4","fp":"476e7639c149689a","kind":"sec_filing","published_at":"20260414","source":"sec_edgar","summary":"Form 4 \u00b7 S&T BANCORP INC \u00b7 Filed 20260414","ticker":"STBA","tickers":["STBA"],"title":"STBA filed 4","url":"https://www.sec.gov/Archives/edgar/data/719220/0000719220-26-000035.txt"}}...
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sec:edgar
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1.0
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discovery_sec_filing_delta:166cff79b3f47560
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NULL
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2026-04-15T02:19:02.531147+00:00
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383769
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evt_dbef65ef6a51
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opportunity_drop_decision
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2026-04-20T04:45:17.978081+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T04:45:17.978033+00:0 {"at":"2026-04-20T04:45:17.978033+00:00","entity_key":"equity:OVBC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_3bf290aa431a","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-20T04:45:17.978086+00:00
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347771
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evt_dbef5f6546bc
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opportunity_drop_decision
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2026-04-19T22:59:38.626656+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T22:59:38.626597+00:0 {"at":"2026-04-19T22:59:38.626597+00:00","entity_key":"equity:EWBC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e3055ca3a2d9","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T22:59:38.626660+00:00
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28800
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evt_dbef5e598538
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llm_usage
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2026-04-12T10:46:47.966609+00:00
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llm:openai
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[]
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{"cost_usd":0.001212,"meta":{" {"cost_usd":0.001212,"meta":{"governance":{"chars_trimmed":253,"complexity":"medium","cost_24h_usd":3.130969,"enabled":true,"governance_version":"v1","input_budget_tokens":4200,"input_tokens_final":1526,"input_tokens_original":1526,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":900,"output_tokens_final":900,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":true},"pressure":"normal","reason_codes":["task_class:signal_enrichment","complexity:medium","pressure:normal","context_trimmed","output_capped"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"signal_enrichment"},"max_output_tokens":900,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_01b19d16581d360f0069db7810306881969d6fae429e550e64","usage":{"input_tokens":1608,"input_tokens_details":{"cached_tokens":0},"output_tokens":712,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2320}}...
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NULL
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0.0
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llm_usage:resp_01b19d16581d360f0069db7810306881969 llm_usage:resp_01b19d16581d360f0069db7810306881969d6fae429e550e64...
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NULL
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2026-04-12T10:46:47.966660+00:00
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120164
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evt_dbef51fa9ea4
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opportunity_drop_decision
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2026-04-18T01:59:48.632881+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T01:59:48.632852+00:0 {"at":"2026-04-18T01:59:48.632852+00:00","entity_key":"equity:STRRP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8f40b5a97da4","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T01:59:48.632884+00:00
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323152
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evt_dbeea49d19ef
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opportunity_drop_decision
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2026-04-19T16:53:54.745830+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T16:53:54.745757+00:0 {"at":"2026-04-19T16:53:54.745757+00:00","entity_key":"equity:ABBV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_76542e7525d1","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T16:53:54.745836+00:00
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358673
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evt_dbee492a3dae
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llm_usage
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2026-04-20T00:59:52.717365+00:00
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llm:openai
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[]
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{"cost_usd":0.001198,"meta":{" {"cost_usd":0.001198,"meta":{"feature":"opportunity_theme_emergence","governance":{"chars_trimmed":16031,"complexity":"high","cost_24h_usd":0.86029,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1661,"input_tokens_original":1661,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":1200,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:synthesis","complexity:high","pressure:normal","context_trimmed"],"requested_model":"gpt-5.4-nano","requested_output_tokens":1200,"response_format_type":"json_schema","schema_name":"opia_schema","selected_model":"gpt-5.4-nano","task_class":"synthesis"},"max_output_tokens":1200,"requested_max_output_tokens":1200,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.2},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_048b7997875b068a0069e57a83d3508195b091160f2da83316","usage":{"input_tokens":2029,"input_tokens_details":{"cached_tokens":0},"output_tokens":634,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":2663}}...
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NULL
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0.0
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llm_usage:resp_048b7997875b068a0069e57a83d3508195b llm_usage:resp_048b7997875b068a0069e57a83d3508195b091160f2da83316...
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NULL
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2026-04-20T00:59:52.717424+00:00
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67309
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evt_dbee17071c9a
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opportunity_drop_decision
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2026-04-17T18:24:25.849167+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T18:24:25.849135+00:0 {"at":"2026-04-17T18:24:25.849135+00:00","entity_key":"equity:ZEC","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_84c7fb98f221","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-17T18:24:25.849170+00:00
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106732
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evt_dbedef9708bf
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opportunity_drop_decision
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2026-04-18T00:04:25.926411+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T00:04:25.926380+00:0 {"at":"2026-04-18T00:04:25.926380+00:00","entity_key":"equity:COUR","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_79b6f2b4e7c9","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T00:04:25.926415+00:00
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149918
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evt_dbed8e23ed03
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opportunity_drop_decision
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2026-04-18T06:45:11.043946+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T06:45:11.043878+00:0 {"at":"2026-04-18T06:45:11.043878+00:00","entity_key":"equity:TXT","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_903731e527a8","where":"theme_universe_gate"}...
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NULL
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2026-04-18T06:45:11.043951+00:00
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306408
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evt_dbed77392068
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opportunity_drop_decision
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2026-04-19T12:48:35.847463+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T12:48:35.847426+00:0 {"at":"2026-04-19T12:48:35.847426+00:00","entity_key":"equity:MCRI","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_082f87cac295","where":"theme_universe_gate"}...
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2026-04-19T12:48:35.847468+00:00
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123571
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evt_dbed6ba98838
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opportunity_drop_decision
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2026-04-18T02:34:43.631830+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T02:34:43.631768+00:0 {"at":"2026-04-18T02:34:43.631768+00:00","entity_key":"equity:BLMH","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_0eaf03a3dfe9","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-18T02:34:43.631835+00:00
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74391
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evt_dbed20ecaba9
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opportunity_drop_decision
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2026-04-17T19:28:51.413734+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-17T19:28:51.413633+00:0 {"at":"2026-04-17T19:28:51.413633+00:00","entity_key":"equity:CNP","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_4bce05212ab0","where":"theme_universe_gate"}...
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NULL
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2026-04-17T19:28:51.413738+00:00
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347253
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evt_dbed18508532
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opportunity_drop_decision
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2026-04-19T22:49:35.150114+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T22:49:35.150082+00:0 {"at":"2026-04-19T22:49:35.150082+00:00","entity_key":"equity:LMND","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_ebaa96d5e57e","where":"theme_universe_gate"}...
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0.0
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2026-04-19T22:49:35.150123+00:00
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328912
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evt_dbed0b20b146
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planner_plan_built
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2026-04-19T18:18:55.050923+00:00
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planner
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[]
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{"day":"2026-04-19","plan" {"day":"2026-04-19","plan":{"day":"2026-04-19","do_now":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"do_today":[],"meta":{"built_at":"2026-04-19T18:18:55.050923+00:00","daily_synthesis_source":"fallback","day":"2026-04-19","filters":{"deduped":0,"internal_shadow":0,"noise_signal":2,"stale":2,"stale_question":0,"stale_workflow":0},"fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","intelligence_directives":[],"limits":{"limit_inbox":250,"limit_pending":50,"max_do_now":5,"max_do_today":7,"max_must_do":5,"max_park":25,"max_should_do":7,"max_waiting":5},"owner_context":{"active_projects":[],"commitments":[],"top_focus":null,"work_focus":null},"planner_model":"gpt-5.4-nano","source":"planner","timezone":"America/New_York","week_start":"2026-04-13"},"must_do":[{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."}],"notes":[],"one_thing":{"actionable":true,"blocked_reason":null,"deadline_at_iso":null,"entity_ref":"commitment:0f99474c06","headline":"User approved starting an agent run to search for Atlanta date-night restaurants. (commitment)","id":"commitment:0f99474c06","kind":"commitment","links":{"deadline":"","scope":"commitment"},"next_touch_at_iso":null,"route":"plan","score":47.0,"score_hint":4.0,"source_kind":"commitment","tags":["commitment","commitment"],"ts":"2026-04-16T19:36:37.744926+00:00","urgency":"medium","user_visible":true,"waiting_on":null,"why_it_matters":"Open commitment in commitment."},"parked":[],"should_do":[],"version":"planner_v3_hybrid","waiting":[]},"stats":{"builder":"deterministic_v2","counts":{"actionable":1,"do_now":1,"do_today":0,"inbox_in":1,"must_do":1,"parked":0,"pending_in":0,"should_do":0,"visible":1,"waiting":0},"daily_synthesis_source":"fallback","fingerprint":"9a75a0eeb375a1bccfa39ddae7a6085b8e3ae79f","planner_model":"gpt-5.4-nano"}}...
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NULL
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1.0
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planner_plan_built:2026-04-19:7e84aa03b184f403d400 planner_plan_built:2026-04-19:7e84aa03b184f403d4007277d3a7f78b4e604be0...
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NULL
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2026-04-19T18:18:55.290507+00:00
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289610
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evt_dbecf2ff967b
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opportunity_drop_decision
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2026-04-19T08:33:05.851887+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-19T08:33:05.851779+00:0 {"at":"2026-04-19T08:33:05.851779+00:00","entity_key":"equity:LIVE","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_e0ceffc33792","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-19T08:33:05.851893+00:00
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121466
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evt_dbece53b696c
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opportunity_drop_decision
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2026-04-18T02:14:44.155372+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T02:14:44.155277+00:0 {"at":"2026-04-18T02:14:44.155277+00:00","entity_key":"equity:PHM","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_c34b62ffd1dd","where":"theme_universe_gate"}...
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NULL
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0.0
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NULL
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NULL
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2026-04-18T02:14:44.155377+00:00
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374898
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evt_dbecc1d92f2a
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opportunity_drop_decision
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2026-04-20T03:25:07.297466+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T03:25:07.297438+00:0 {"at":"2026-04-20T03:25:07.297438+00:00","entity_key":"equity:LYTS","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_2876dd6fa066","where":"theme_universe_gate"}...
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0.0
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NULL
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NULL
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2026-04-20T03:25:07.297470+00:00
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363021
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evt_dbeca93f1209
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opportunity_drop_decision
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2026-04-20T01:34:56.508855+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-20T01:34:56.508827+00:0 {"at":"2026-04-20T01:34:56.508827+00:00","entity_key":"equity:BLK","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_8cf425a191db","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-20T01:34:56.508858+00:00
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114267
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evt_dbec6014a77e
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opportunity_drop_decision
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2026-04-18T01:04:43.343155+00:00
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opportunity_daemon
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[]
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{"at":"2026-04-18T01:04:43.343073+00:0 {"at":"2026-04-18T01:04:43.343073+00:00","entity_key":"equity:GEV","reason_code":"gate:no_hot_theme_no_catalyst","theme_key":"entity_development","tick_id":"otick_1770ff42079d","where":"theme_universe_gate"}...
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0.0
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NULL
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2026-04-18T01:04:43.343160+00:00
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