{"id":25086,"plugin_id":"plugin_asdk_app_69491eceef3c8191beb70788b7840429","kind":"skill","collection_source":null,"comparison_source":null,"observed_at":"2026-09-30T23:19:11.904Z","digest":"556a35546f8939dad260877d38b78842517cd8cad3756364b4ec4986c775f85a","against":5621,"payload":{"name":"bigdata-post-ipo-day179","description":"Write a day-179 post-IPO note on the 180-day lock-up expiry using Bigdata.com data plus filings and market data. Covers lock-up terms from the prospectus (expiry date, covered holders, share count, early-release provisions), float and overhang math (post-expiry float, days-to-trade versus ADV), insider and VC selling-intention signals, positioning into the event (short interest, borrow, options skew), the historical lock-up-expiry effect with analogs, and a two-sided read. Balanced, no buy/avoid call. Triggers: \"180-day lock-up expiry for X\", \"lockup expiration impact\", \"post-IPO day 179\", \"shares unlocking for X\", \"insider selling after lockup\", \"float expansion at lockup\".","included_files":[{"relative_path":"README.md","size_in_bytes":1559},{"relative_path":"agents/openai.yaml","size_in_bytes":323},{"relative_path":"assets/bigdata-icon-black.svg","size_in_bytes":3278},{"relative_path":"assets/report-template.md","size_in_bytes":3980},{"relative_path":"references/post-ipo-common.md","size_in_bytes":5450}],"skill_md_contents":"---\nname: bigdata-post-ipo-day179\ndescription: >\n  Write a day-179 post-IPO note on the 180-day lock-up expiry using Bigdata.com data plus\n  filings and market data. Covers lock-up terms from the prospectus (expiry date, covered\n  holders, share count, early-release provisions), float and overhang math (post-expiry float,\n  days-to-trade versus ADV), insider and VC selling-intention signals, positioning into the\n  event (short interest, borrow, options skew), the historical lock-up-expiry effect with\n  analogs, and a two-sided read. Balanced, no buy/avoid call. Triggers: \"180-day lock-up expiry\n  for X\", \"lockup expiration impact\", \"post-IPO day 179\", \"shares unlocking for X\",\n  \"insider selling after lockup\", \"float expansion at lockup\".\n---\n\n# Bigdata Post-IPO Day 179 — 180-Day Lock-Up Expiry\n\nThe standard **180-day lock-up** is about to release insider, employee, and pre-IPO investor shares. Run this note around **day 179** to size the potential supply overhang and how the stock is set up into the unlock. Use Bigdata.com plugin tools plus web search.\n\nRead [references/post-ipo-common.md](./references/post-ipo-common.md) first — scope rules, data foundation, reference math, and the verify checklist apply in full.\n\n> **Confirm the terms from the filing.** Lock-up duration, exact expiry date, covered holders, the share count released, and any **early-release provisions** (price or time triggers, underwriter waivers) are issuer-specific. Pull them from the prospectus and any subsequent 8-K/424B — do not assume a generic 180 days for every holder.\n\n**Use this skill when** the first lock-up tranche is about to expire. Not this skill when:\n\n| Request | Use instead |\n|---------|-------------|\n| The company has not yet priced | Pre-IPO analysis |\n| Day-1 debut reaction | Post-IPO day 1 |\n| ~Day 14, index inclusion question | Post-IPO day 14 |\n| The later 366-day founder tranche | Post-IPO day 365 |\n\n## What this note answers\n\n- How many shares unlock, and how much does free float expand?\n- How large is the overhang relative to the stock's capacity to absorb it (days-to-trade)?\n- Are insiders and VCs signaling intent to sell (secondary filings, 10b5-1 plans)?\n- How has positioning — short interest, borrow, options skew — set up into the date?\n\n## Workflow\n\n### Step 1 — Lock-up terms recap (cite the filing)\n\nExpiry date, who is locked (founders, employees, pre-IPO VC/PE, strategic holders), the **share count releasing**, and any tiered or early-release provisions. Distinguish this 180-day tranche from a later founder tranche if the deal staggered its lock-ups.\n\n### Step 2 — Float and overhang math (show inputs)\n\n- Current free float vs **post-expiry float** = current float + newly unlocked shares. Express the increase as a multiple of current float and as a % of shares outstanding.\n- **Days-to-trade** = newly unlocked shares / ADV — the headline overhang measure.\n\n### Step 3 — Selling-intention signals\n\nSearch for disclosed secondary offerings, 10b5-1 trading plans, prior insider sales, and management or VC commentary. VC funds near end-of-life are more likely distributors than long-horizon founders.\n\n### Step 4 — Positioning into the event\n\nShort interest and days-to-cover, borrow availability and cost, options skew, and recent price action. Heavy pre-positioning can mean the overhang is already partly discounted.\n\n### Step 5 — Historical lock-up effect\n\nCite the typical pattern — often a modest negative drift into and just after expiry, scaled by the float increase, insider ownership, and post-IPO performance — plus 1–2 recent analogs.\n\n### Step 6 — Two-sided read and watch points\n\n**Bear:** dilution of tradable supply, insider distribution. **Bull:** overhang already priced, expiry as a clearing event, float increase aiding index eligibility and liquidity. Watch points: exact expiry date, any early release or waiver, follow-on secondary, next earnings.\n\n## Output\n\nFollow [assets/report-template.md](./assets/report-template.md).\n\n- Length: 4–7 pages — this is a single-catalyst note.\n- Cover line: company name, \"Post-IPO — 180-Day Lock-Up Expiry\", date, \"Prepared with Claude\".\n- Inline citations `[1]`, `[2]` after every sourced claim, hyperlinked to the document URL. Brand Bigdata.com content exactly \"Bigdata.com\".\n- Full **Sources** section, then the **Powered by Bigdata.com** line and **Disclaimer**, verbatim.\n- Suggested filename: `Post_IPO_Day179_LockUp_<Company>_<YYYY-MM-DD>` in the user's requested format.\n\n## Quality bar\n\nRun the verify checklist in [references/post-ipo-common.md](./references/post-ipo-common.md) before delivering. In particular:\n\n- Lock-up terms cited to the filing, including early-release provisions — never assumed\n- Float and overhang math shown with its inputs; float % + locked % reconcile to shares outstanding\n- Days-to-trade computed against a stated ADV\n- Both sides framed — the bull read on a clearing event is not optional\n- No recommendation language, no price target, no conviction rating\n"},"changes":[{"path":"/included_files","type":"changed","before":[{"relative_path":"assets/bigdata-icon-black.svg","size_in_bytes":3278},{"relative_path":"assets/report-template.md","size_in_bytes":3980},{"relative_path":"references/post-ipo-common.md","size_in_bytes":5450}],"after":[{"relative_path":"README.md","size_in_bytes":1559},{"relative_path":"agents/openai.yaml","size_in_bytes":323},{"relative_path":"assets/bigdata-icon-black.svg","size_in_bytes":3278},{"relative_path":"assets/report-template.md","size_in_bytes":3980},{"relative_path":"references/post-ipo-common.md","size_in_bytes":5450}]}],"summary":"Fields changed: 1. /included_files.","summary_kind":"deterministic","summary_metadata":{}}