The government says who it is paying. The market finds out a quarter later.
Read both on the same day.
Awards, budgets, and notices from the government record, matched to the listed companies that carry them and to the filings that disclose them, so you can see who benefits, who is positioning, and what was disclosed.
Two records. One line of time.
The government record and the market record describe the same money months apart. The module keys them to the same company and lays them on one timeline, with the lag between award and disclosure measured, not assumed.
Holdings, read against the record.
Institutional holding changes are public every quarter. Beside the awards, ceilings, and budget lines the same company received in those quarters, they become a picture. The module shows the picture and stops there.
Filers positioning · one company · 4 quarters
The record on the same quarters
Disclosed backlog, beside recorded awards.
A backlog figure in a filing and an award in the government record are different measures. The module shows both, says which is which, and withholds any figure its extractor could not verify.
| Company | Backlog as disclosed | Period | Awards in record, trailing 4 qtrs | Read |
|---|---|---|---|---|
| Defense prime A | $3.1B | 10-Q · Q2 2026 | $1.66B | Backlog includes options and commercial; awards are obligations. Not comparable; shown side by side. |
| Shipbuilder B | $14.2B | 10-K · FY2025 | $1.1B | Multi-year program; one award this year. Consistent. |
| Sensors firm C | quarantined | 10-K · FY2025 | $220M | Extractor confidence below threshold; figure withheld until a verified read exists. |
| Small-cap D | $48M | 10-K · FY2025 | $0 | No award naming the company or a subsidiary in the record. Disclosure stands on its own. |
A name is not a key.
Every line between a company and the government record is made through a registry identifier.
Objects left. Links center. Evidence right.
Select a listed company and the picture redraws around it: the awards and notices naming it or its subsidiaries, the filers holding it, the filings that mention the contract. The dossier serves government revenue as disclosed beside awards as recorded, and says where the two differ.
Government side
Market side
accession index 2026-09 · filer registry v2
quarantined backlog rows excluded · figures carry n
Build the case by dragging. Every card fills itself from the record.
Drop a company, an award, an agency, or a filer onto the board. Ties carry the figure, the basis, and the n. A backlog figure that failed the extractor's audit never reaches a card; it is quarantined and the card says so.
Capabilities that ride the module.
The SEC EDGAR capabilities already in the Enterprise catalog read from the same objects, so a signal-to-stock read, a backlog cross-reference, or a lobbying correlation can be pinned to a board like any other object.
Seven layers on every figure.
Nothing on a ledger, a board, or a memo is computed on the fly from a model. It is served from the record, with its basis and its n. The standard is the same on the first day the module ships.
The same workbench, other domains.
Each module binds its own objects and link rules to the same investigation surface. Pin, link, board, memo: the grammar carries across.
Bring a ticker. Leave with the government's side of it.
The module is in build. Design partners get the first seats, a monthly call with the founder, and a say in what the workbench serves first. Bring your own watchlist to the walkthrough.