HG Insights · RGI Fabric Data Guide
01

What is it

SEC filings data provides STRUCTURED ACCESS to public company disclosures — including 10-K annual reports, 10-Q quarterly reports, and 8-K material events. Phoenix surfaces key sections like risk factors, business descriptions, management discussion, and technology-related disclosures.

What problem it solves

Public companies tell you exactly what keeps them up at night — in their SEC filings. But reading 200-page 10-Ks is impractical. SEC data extraction lets you quickly identify strategic priorities, disclosed risks, technology investments, and competitive dynamics without manual document review.

02

What you can do with it

  • Executive briefings: Surface key risk factors and strategic priorities before meetings
  • Pain-based messaging: Reference disclosed challenges in outreach
  • Competitive intelligence: Track competitor disclosures and strategic shifts
  • Trigger events: Identify material changes (acquisitions, divestitures, leadership changes)
  • Investment analysis: Understand technology strategy from disclosed R&D and capex
03

Real-world example

Risk-Factor-Based Prospecting

Your cybersecurity solution addresses data breach risk. Using SEC filings data, you identify 85 public companies that mention "cybersecurity risk" or "data breach" in their risk factors section. These companies have PUBLICLY ACKNOWLEDGED the problem you solve — making your outreach immediately relevant. You reference their own language in your messaging.

04

What the data looks like

Illustrative sample — not live data
  • SAMPLE: SEC Filing Extraction
SEC FILING
CompanySalesforce, Inc.
Filing Type10-K (Annual Report)
Fiscal Year2026
Filing Date2026-03-28
CIK0001108524
Document URLsec.gov/Archives/edgar/data/1108524/...
  • EXTRACTED SECTION: Risk Factors (Technology-Related)
RISK FACTOR #1 — Cybersecurity
SectionItem 1A. Risk Factors
CategoryCybersecurity & Data Privacy
Keyword Tagscybersecurity, data breach, ransomware
Excerpt"We are subject to cybersecurity threats, including ransomware attacks, that could result in unauthorized access to our systems or data, service disruptions, and reputational harm. While we maintain cybersecurity programs and insurance, there is no guarantee these will prevent all attacks..."
RelevanceHIGH for: Security vendors, SOC tools, ransomware protection, incident response services
RISK FACTOR #2 — AI & Machine Learning
SectionItem 1A. Risk Factors
CategoryTechnology & Product Development
Keyword Tagsartificial intelligence, machine learning, AI ethics
Excerpt"We are increasingly incorporating artificial intelligence and machine learning into our products. There are risks associated with AI, including algorithmic bias, ethical concerns, and regulatory uncertainty. Failure to address these risks could harm our reputation and business..."
RelevanceHIGH for: AI governance tools, ML bias detection, responsible AI platforms
  • EXTRACTED SECTION: Strategic Priorities (Business Description)
STRATEGIC PRIORITY — Cloud Infrastructure Modernization
SectionItem 1. Business
CategoryTechnology & Infrastructure
Keyword Tagscloud migration, infrastructure modernization, hybrid
Excerpt"We are investing in modernizing our cloud infrastructure to support scale and performance. This includes migrating workloads to public cloud, adopting Kubernetes for container orchestration, and improving our multi-cloud strategy across AWS, Azure, and GCP..."
RelevanceHIGH for: Cloud migration services, Kubernetes tools, multi-cloud management platforms
  • EXTRACTED SECTION: Technology Investments (MD&A)
R&D INVESTMENT
SectionItem 7. Management's Discussion and Analysis
MetricR&D Expenses
FY 2026$8.2 Billion
FY 2025$6.8 Billion
YoY Growth+20.6%
Context"R&D investment increased 21% year-over-year, driven by investments in AI/ML capabilities, platform scalability, and next-generation cloud services..."
RelevanceIncreased R&D spend = budget for dev tools, platforms, AI infrastructure
SILOED DATA Buy firmographics from one vendor, intent from another, contacts from a third. Spend weeks stitching them together. Hope the company matching works. End up with gaps and duplicates.
INTEGRATED FABRIC One unified data model. Technographics linked to firmographics linked to intent linked to contacts linked to spend. Query across dimensions. No matching headaches. Insights that compound.
THE COMPOUND EFFECT Intent tells you WHEN. Technographics tell you WHAT THEY HAVE. FAI tells you WHICH DEPARTMENT. Contacts tell you WHO TO CALL. Spend tells you IF THEY HAVE BUDGET. Together, they tell you EXACTLY WHAT TO DO NEXT.
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  • CONTACT
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Questions? Contact your HG account team or visit

  • https://phoenix.hginsights.com
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  • END OF DOCUMENT
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  • RGI Fabric Data Guide · HG Insights · August 2026

Key fields you get

  • Filing metadata: Company, filing type (10-K, 10-Q, 8-K), fiscal year, date
  • Extracted sections: Risk factors, business description, MD&A, financial tables
  • Keyword-tagged excerpts: Technology-relevant disclosures highlighted
  • Strategic priorities: Investments, initiatives, technology focus areas
  • Financial metrics: R&D spend, capex, segment breakdowns
  • Risk categorization: Cybersecurity, AI, cloud, data privacy, etc.
What this tells you
“Salesforce's 2026 10-K discloses cybersecurity as a major risk and highlights AI/ML integration concerns. They're also investing heavily in cloud infrastructure modernization (Kubernetes, multi-cloud). R&D spend grew 21% to $8.2B, driven by AI and platform work. If you sell cybersecurity, AI governance, or cloud infrastructure tools, you can reference their own disclosed priorities in outreach: 'Your 10-K mentions cybersecurity threats — here's how we help.'" ================================================================================ THE INTEGRATED FABRIC ADVANTAGE ================================================================================”
05

Business impact

Increases: More relevant executive conversations grounded in their own words

Increases: Higher response rates on risk-factor-based targeting

Increases: Sharper product positioning from filings-based competitive intel

Decreases: Less time spent manually reading 10-Ks for pre-call research

Directional outcomes HG customers commonly report. Actual results vary by program and data application.

06

Under the hood

How it's unique to the market

Phoenix AI agents can analyze SEC filings on demand, extract relevant sections, and synthesize insights tailored to your sales context. This isn't just raw document access — it's AI-powered extraction that turns legal disclosure language into sales-ready intelligence.

How it's derived

SEC filings are ingested from the SEC EDGAR database, parsed into structured sections (risk factors, business description, MD&A, etc.), and indexed for search and retrieval. Phoenix AI applies NLP extraction to surface technology-relevant disclosures, risk categories, and strategic priorities.