SQLite Web: event

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{"artifact_id":"artf_thesis_54c7e57f076e9736","evidence_event_ids":["evt_57d3eedc332f","evt_b3fe7faacddb","evt_3b25ff88e2b5"],"kind":"opportunity_thesis","meta":{"confidence":0.42,"lane":"monitor","morning_holdback":false,"rank_score":0.42,"theme_keys":[],"urgency_reason":"not_urgent","urgent":false},"output_json":{"artifact_kind_detail":"research_thesis","catalysts":[],"confidence":0.42,"decision_reason_codes":["research_thesis","evidence_limited_to_form4_and_ema_signal","insider_sale_flagged_but_neutral_10b5_1_context","no_direct_onshoring_catalyst_provided","theme_membership_not_confirmed_for_vrsK"],"headline":"On 2026-04-15, Elizabeth Mann sold 400 shares of Verisk Analytics, Inc. common stock pursuant to a 10b5-1 plan entered on December 11, 2025.","investigation_questions":["Does VRSK\u2019s recent business commentary (earnings calls/press releases) show any measurable linkage to industrial reshoring/onshoring trends (e.g., underwriting/analytics demand, customer spend, or contract wins tied to industrial activity)?","How should the 10b5-1 sale be interpreted in context\u2014are there prior Form 4 patterns for Elizabeth Mann (frequency/size) consistent with routine plan execution?","Is the \u201cpriceAboveEma12\u201d signal supported by other technical states in the same timeframe (e.g., trend persistence), or is it a short-lived move?","Are there any recent SEC filings (beyond the Form 4) that change the risk profile (guidance, litigation, accounting, or material business updates) that could contradict a bullish technical posture?","Given the theme is \u201cmixed\u201d and VRSK is not listed as a theme member, what is the evidence that VRSK is actually exposed to onshoring/industrial reshoring demand rather than being a coincidental chart/positioning overlap?"],"portfolio_fit":{"applied":false,"boost":0.0,"exit_risk_flagged":false,"hedge_suggested":null,"matched_holdings":[],"matched_watchlist":[],"stub_version":"v1","why_you":""},"related_tickers":["VRSK"],"risk_level":"medium","theme_keys":[],"thesis":"Within the broader onshoring/industrial reshoring theme (mixed heat; not flagged as hot), VRSK is being monitored as a potential beneficiary of industrial/operational data demand, but the near-term evidence provided is limited to (1) a neutral 10b5-1 insider sale disclosure and (2) a bullish technical state (price above 12-day EMA). The current dataset does not provide direct onshoring-linked fundamentals or new operational catalysts; therefore, the thesis is primarily a \u201ctheme alignment + technical posture\u201d hypothesis rather than a confirmed fundamental inflection."},"ready_at":"2026-04-17T03:46:55.829000+00:00","status":"ready","summary":"Within the broader onshoring/industrial reshoring theme (mixed heat; not flagged as hot), VRSK is being monitored as a potential beneficiary of industrial/operational data demand, but the near-term evidence provided is limited to (1) a neutral 10b5-1 insider sale disclosure and (2) a bullish technical state (price above 12-day EMA). The current dataset does","title":"[THESIS] VRSK \u2014 On 2026-04-15, Elizabeth Mann sold 400 shares of Verisk Analytics, Inc. common stock pursuant to a 10b5-1 plan entered on December 11, 2025.","updated_at":"2026-04-17T03:46:55.829000+00:00"}

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event_store.db — events

Update row 62129 in events