The Specialty Tools will allow you to dive deeper into specific types of data. Keep in mind that they will take you outside of the normal WealthEngine platform and so you won’t be able to use them to find a person’s WE profile. That said, you can learn more about individuals and even potentially set up email alerts so that you are notified when certain changes occur!



This article will cover:

  • Pinpoint
    • What does it do?
    • Types of Searches
    • Flexibility
  • RealQuest (coming soon)


Pinpoint

What does Pinpoint do?

Pinpoint is your in-depth insider stock tool. It allows you to look up all the individuals that have been listed as an insider with a specific company, as well as to look at all the forms that were filed by those insiders. It might provide their contact information, relationship to associated companies (e.g. titles such as Director, Executive Officer, or Beneficial Owner), and their securities and option holdings for each company. 


Our WealthEngine profiles will already tell you if a person is (or has been) listed as an insider with a company, but Pinpoint provides closer, more detailed, and more up-to-date tracking of those stocks. 


What is an inside stock holder?

Individuals who own 10% or more of a public company and/or are one of the key decision makers at said company are considered insiders. Once someone reaches that level, their stock holdings become public and they then must fill out special forms - this is how WealthEngine is able to get that data. 

Keep in mind that the people belonging to this group are frequently wealthy, influential, and elite!



Types of Searches

There are two key categories of Pinpoint searches: Insider and Company. 

Pinpoint Insider Search 

This tool can be used to find an individual who has been listed as an insider and had to fill out the required forms – they can be either a person or a company! After all, if a company holds 10% or more of a class of stock in another public entity, that makes them an insider in that second company. If this is what you are looking for, you can stay in the Insider Search and simply select “Company” in the Insider drop down and type the company name into the Name field. Your search will look for that company’s name as an insider. 


The Insider Summary Report you get back will provide an overview, including contact information, relationship to each company with which they are affiliated, and securities and option holdings they have in said companies. 


Pinpoint Organization Search

This is what you will use when you are looking for a company as a public entity, and not as an insider. The Company Summary Report provides a snapshot of all the individuals that have been listed as insiders with the selected company, complete with an overview of each insider's equity and option positions with the company. You can also find data about the company itself, such as contact information, the ticker under which their securities trade, the trading status of the company (either active or inactive, indicating whether the company is "live"), and the industry category.



Flexibility:

Even if you have some gaps in your knowledge, you may still be able to find the records you’re looking for. In some (not all) cases, you can get creative:


Person Name

When looking for an individual, you must provide a name (surname, followed by first name, then middle – but without commas). That said, this is a wildcard search, so if you aren’t sure about the spelling, you can put in the first few letters and it will then find all the names beginning with those letters. 


Alternatively, if you don’t know the person’s name but you do know the company with which they are affiliated, you can start with a Company Search. Once you reach that organization’s page, it will list all current and former insiders. If your person is in that list, you can click on their name and it will take you to their Insider Summary Report.


Organization Ticker: 

If you are searching for a person with an affiliation to a specific company (and want to include this tie in your search) then you must supply the ticker for that organization.  However, if you don’t know it, that’s okay! Just click on the “Look Up Ticker button located directly beneath the “Affiliated Company” field title.




Coming Soon:


The RealQuest tool provides additional lookup and reporting capabilities for real estate data. It is not currently available within WealthEngine, but we are working to integrate the tool in the near future. 

  • Note: Our Real Estate Intro article will provide information about our current real estate data. If you have any additional questions, please reach out to our Customer Service team.


RealQuest Property Search 

What does RealQuest do?

RealQuest (aka CoreLogic) is your real estate research tool. It allows you to access county records on real estate as well as to pull detailed information on properties, such as assessment records and transaction histories. 

The number of records located will vary per search request. Up to 100 records can be returned on any of the Property Subject searches: Address, Advanced Address, Owner Name and APN. A Document Image search will only locate a single matched image. The Custom Search option allows you to select the maximum number of records to be returned per search (up to 25,000 records). The default parameter for this search option is 1,000 records. 



Types of Searches

There are many search options! You can look up one or multiple properties using a residence or mailing address, the owner name, or even the Assessors Parcel Number (aka the Folio Number, Parcel Number, and/or Account Number). You can also use the Map Search function to focus in on a particular location, define the target area, specify the search criteria, and ultimately get a list of properties that match.

You can then save any and all of these searches! 



Flexibility

Even if you aren’t totally confident in your information, you may still be able to find the records you’re looking for. In some (not all) cases, you can get creative:


House number 

If you aren’t sure about the exact house number, you can enter a range using embedded parentheses. For example: search for (1000–2000) Main in order to find properties on Main Street between and including 1000 through 2000.

Owner name 

You can do a search using the actual owner’s name, narrowing that by geographic location. If you aren’t sure about the spelling of the name, you can put in the first few letters; the auto wild card functionality will then find all the names beginning with those letters.

Zip code; or city and state
 Usually you will have to choose between zip code or city/county and state – but you have to use one of them. In some instances, you can do a statewide search by choosing 'All Counties Available'.