PRO · SEC FILINGS

The stock is up 60%. Can the company sell into it?

Dilution Check reads that company's SEC filings and answers it. Every line is dated and links to the filing it came from, so you can check any claim on the card yourself in one click.

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WHAT COMES BACK

One card. Read top to bottom.

Type a ticker, get this. Nothing to configure, nothing to cross-reference. The read below uses an invented company, so no line on it is a claim about a real one.

EXMPL Example Company, Inc. NASDAQ SAMPLE
SUPPLY RISK HIGH
LOWMODERATEELEVATEDHIGH

They sold stock 26 days ago and the channel is still open.

3 stock sales in the last 12 months.

WHAT THIS MEANS

They can sell into any spike today, and an ATM sale carries no announcement.

An at-the-market program bleeds supply into strength instead of gapping the stock. It is often why a small cap gets real news, spikes, then grinds lower all day with no headline to explain the selling.

IS THE CHANNEL OPEN?
YES

At-the-market program on file424B5 · Feb 2, 2026 ↗

ARE THEY USING IT?
3 TIMES / 12 MO
Last one 26 days ago

Most recent sale424B5 · Jul 6, 2026 ↗

HOW LONG DOES CASH LAST?
4 MONTHS
$6.2M in cash

As reported Mar 31, 202610-Q · Mar 31, 2026 ↗

ALSO OUTSTANDING
Pre-funded warrantsCONVERTS AT WILL
Equity line of creditDRAWN AT WILL
Convertible notesON CONVERSION
Show the filings behind this

Read from 14 SEC filings as of Aug 1, 2026. SEC filings only, so a deal that has not been filed yet will not appear here. This is public filing information, not financial advice.

Every form code on the card is a link. One click opens that exact filing on SEC EDGAR, so you are never taking our word for it.


HOW TO READ IT

One verdict. Three inputs.

The verdict is the answer. The three tiles underneath are the facts behind it, so you can disagree with the call and still use the evidence.

Supply risk

One of four levels: low, moderate, elevated, high. It is driven by whether a live selling channel exists and how recently the company used it, not by whether the company has ever diluted. Almost every small cap has diluted at some point, so history alone tells you nothing.

The label rates the filings, never you and never the trade. It is a read on the paperwork, not a position.

Is the channel open?

Whether the company has a registered path to sell stock right now: an effective shelf registration, an at-the-market program, or both. No open channel means a new raise has to be filed first, and that filing is something you can see.

Are they using it?

How many times they have actually sold stock in the last twelve months, and how long ago the most recent one was. This is the line that separates a company with a shelf from a company with a habit.

How long does cash last?

Cash on hand from the last quarterly or annual report, divided by the operating burn over that same reporting window. The window is read from the filing itself, because a 10-Q often reports cash flow year to date rather than for the quarter, and treating six months as three cuts the runway in half.

When the numbers do not support a runway, the card says so and shows the dated cash figure alone rather than inventing one.


WHY IT MATTERS

Real news. Big spike. Then it bleeds all day.

You have seen this one. The catalyst is genuine, the volume is there, and the chart still leaks lower from 10am on with nothing on the tape to explain it.

The mechanic

An at-the-market program lets a company sell registered shares straight into the open market, a slice at a time, at whatever the price happens to be. There is no announcement per sale. The shares just arrive.

So the supply shows up exactly where demand is: into the spike. It does not gap the stock, it grinds it.

Why you can see it coming

The program itself is public. The shelf it sits on is public. The prospectus supplements they file when they sell are public, and the totals land in the next quarterly report. All of it goes to the SEC, in the open, and usually well before the day you care about it.

It is public and it is buried. Finding it by hand means paging through EDGAR, knowing which form codes count, and reading the dates on every one. That is the job Dilution Check does in a few seconds.

What you do with it

That part is yours. MAKETZO does not tell you whether to take the trade, how much to trade, or when to be out. It puts the filing history in front of you, dated and linked, and then gets out of the way.


WHAT IT WILL NOT DO

It reports. You decide.

A research tool is only worth something if you know where it stops. Here is where this one stops.

No stance on the trade

No buy, no sell, no size, no price target, no grade. The card never tells you what to do with a position, and we test the output against a list of instruction phrases to keep it that way.

SEC filings only

No press releases, no message boards, no rumors, no analyst notes. If a deal has been negotiated but not filed, it will not appear here, and the card says so at the bottom of every read.

Companies that file with the SEC

Built for US-listed small caps. A ticker the SEC's own company list does not map to a filer, which covers many foreign issuers and funds, comes back as not found rather than as a guess.

Filings, not predictions

The card tells you what a company has registered, what they have already sold, and how much cash the last report showed. Whether they sell again today is not in any filing, and we do not pretend otherwise.

Unknown never means no

When a number cannot be pulled cleanly from a filing, the card says it could not be confirmed instead of rounding it to zero. Missing data is reported as missing.

25 lookups a day

A fair-use cap per account, which is far more than a normal morning needs. Repeat lookups on a ticker someone already ran that day are served from cache and do not count against it.


THE WORDS ON THE FILING

What the paperwork actually means

Dilution Check names the instrument in plain terms on the card and links the article that explains it. Here is the short version of each.

Shelf registration S-3

Registers a batch of stock now so the company can sell it in pieces over the next three years without filing a fresh registration each time. It has to be declared effective by the SEC before anything can be sold off it, and that effectiveness is its own filing.

At-the-market program ATM

An agreement with a broker to sell registered shares directly into the open market at whatever the price is, a little at a time. No announcement accompanies an individual sale, which is why ATM supply arrives without a headline.

Prospectus supplement 424B5

The filing a company makes when it actually sells shares off an existing shelf. It is what turns "they can sell" into "they did," which is why the card leads with how long ago the last one was.

Pre-funded warrant

A warrant paid for almost entirely up front, leaving a token exercise price behind, often a tenth of a cent. The holder can turn it into stock essentially whenever they choose, with nothing for the company to file first. That is why it sits at the top of the outstanding-paper list.

Equity line of credit ELOC

A standing commitment from an investor to buy stock from the company on demand, up to an agreed cap. The company draws on it when it wants cash, on its own timing.

Convertible note

Debt that turns into stock. When the conversion price floats with the market price rather than being fixed, a falling stock creates more and more shares, which is the mechanic behind the phrase toxic financing.

Reverse split

Existing shares combined at a ratio, so the price goes up and the share count comes down. Often done to hold an exchange listing, and it usually leaves a much larger pool of authorized-but-unissued shares behind it.

Going concern

Language in an audited report stating there is substantial doubt about the company's ability to keep operating for the next twelve months. The card reports that the language is present and links the filing rather than drawing a conclusion from it.


Know what is on file. Before the open.

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