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Def14a Comp Shift
Updated dailyData needs: mediumlong onlylong short
In plain terms
Big jumps in DEF 14A comp-disclosure text often presage earnings management — short signal.
How it works
Year-over-year shift in DEF 14A executive-compensation language; expansion predicts earnings management.
Live results
0 times picked on its own · 110 times inside a blend (103 beat the stock) · updated 2026-06-06This strategy is a frequent ingredient in blends that combine a few strategies on one stock. It has contributed to 110 such blended picks (103 of which beat simply holding the stock). Picking it on its own is only one of the ways it shows up.
How its picks scored vs. buy & hold
Each pick is graded on a recent year it was never tuned on, against simply owning the same stock
Where its edge concentrates
Share of picks in each company-size group that beat buy & hold
How often it trades
Active vs. patient. Bars on the left mean it waits for rare setups; bars on the right mean it trades often
Return vs. buy & hold
How much each pick beat or trailed simply owning the stock over the test year (extreme microcap moves trimmed)
Loading substrate evidence…
Data dependencies
- SEC def14a
A data feed this strategy reads, refreshed on its normal schedule.
Expected edge
- Reported return
- ~1% over 6m
Larcker et al: ~1% over 6m on top-decile delta.
Explore Def14a Comp Shift on alphactor.ai
See which tickers this family is currently firing on, with live signals and rankings.