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Play 21 · Public records

ForProxy solicitors and IR firmsToThe general counsel or IR lead

An activist just filed on your stock

A seven-step play for a proxy solicitation or investor-relations firm. It starts from SEC EDGAR, stacks News search and Firecrawl on top, and ends in a message to the general counsel or IR lead that is useful before anyone replies.

Deploy in Glider

Installs this workflow, five project tables and a draft campaign. Source access and any external outputs are checked before research.

Category
Public records
Sources
3
Steps
7

The workflow

  1. TriggerSEC EDGARNew 13D filings, stated intent and top holders
  2. Evidence
    News searchThe activist's past campaigns and outcomesFirecrawlThe company's bylaws and nomination window
  3. Artifact
    What you hand overA campaign profile: the activist's last five campaigns and outcomes, the stated intent, the top holders and the calendar to the nomination deadline.
  4. Contact
    GliderFinds the general counsel or IR lead, with a verified work email and a phone
  5. Message
    Send itFrom your own mailboxes, evidence attached

Why it earns attention

A 13D with board intent starts a clock that ends at the nomination deadline. The activist's track record and the company's holder base are public, and assembling them is the first thing the board will ask for.

The play in seven steps

  1. 01

    Catch the filing

    SEC EDGAR
    What you pull
    New Schedule 13D filings: the filer, the stake, the date, and the purpose section, plus the company's top holders from recent 13F filings.
    Why it matters
    The purpose section says what they want. A stated intent to seek board seats means a contest is possible, and the board needs a plan now.
    Example

    13D filed Friday · 7.2% stake · Item 4: intends to seek board representation · top 20 holders own 61%

  2. 02

    Pull the activist's track record

    News search
    What you pull
    Coverage of the filer's past campaigns: target, demand, whether it went to a vote, and how it ended.
    Why it matters
    Past behavior is the best predictor of this campaign. Whether they settle or fight changes the whole response.
    Example

    Last 5 campaigns: 3 settled with board seats, 1 won a proxy vote, 1 withdrew

  3. 03

    Find the deadline

    Firecrawl
    What you pull
    The company's bylaws and last proxy statement: the advance notice window for nominations and the meeting date.
    Why it matters
    This is the date the whole response is built around, and it is often shorter than people remember.
    Example

    Nomination window closes Feb 14 · annual meeting May 20

  4. 04

    Build the campaign profile

    Your artifact
    What you build
    One page: the filing, the activist's record, the top holders and their voting history, and a calendar to the window.
    Why it works
    It is the brief the general counsel is about to ask someone to build. Having it on day two is the case for hiring you.
    Example

    5 past campaigns · top 20 holders · 6 dates before Feb 14

  5. 05

    Check before you send

    Confirm the filing is a 13D with board intent, not a passive 13G. Read the whole purpose section; some filers state intent to talk, not to nominate.

  6. 06

    Find the general counsel or IR lead in Glider

    Glider
    Search for
    General counselCorporate secretaryHead of investor relationsCFO
    Why them
    The general counsel and corporate secretary run the response and own the bylaws. IR knows the holders and will run the outreach.
    What you get
    A work email and a direct phone, with the email verified before it goes into a sequence.
  7. 07

    Send the evidence, then run the first test

    • Facts from the data (the number is the step)
    • What you built for them
    • One small ask
    Why it works
    It arrives within days of the filing with the exact brief the board is about to request. Every number in it is checkable on EDGAR.
    First test
    Every new 13D with board-related intent for one month.
    Success looks like
    Two calls with general counsels out of eight new board-intent filings.

The sample message is hypothetical and its numbers are illustrative. Verify every claim, date and rule before sending.

Sources used

The three sources this play names. Each links to the other plays that use it.

SEC EDGARCompany filings: 13D, Form D, 8-K and more3 playsNews searchAnnouncements and coverage by company4 playsFirecrawlAny website as clean text or structured fields28 plays
Play 01Public recordsForSpecialty subcontractorsToThe prime's subcontracts managerYour next customer just won a contract they can't fulfill alone3 sources · 7 stepsPlay 14Public recordsForGovCon consultantsToThe contracts managerYour registration expires before your contract does3 sources · 7 stepsPlay 16Public recordsForGov-tech vendorsToThe department headCouncil funded it Tuesday. The RFP comes later3 sources · 7 steps
All 63 GTM plays

Run this play with Glider.

Deploy the full workflow into a project. Conway checks your scope and source access, builds the evidence, and prepares outreach for review.

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