Chapter 2
Chapter 2: The Targeted 27
27 event-driven filings graded blind by two passes.
Agreement 88.9%, kappa 0.77. Finals: 16 SIGNAL / 11 NO SIGNAL. Three splits adjudicated blind.
The table below lists only the 3 adjudicated filings.
| Company | Accession | Verdict | Confidence |
|---|---|---|---|
| Mercury Systems | 0001049521-26-000073 | NO SIGNAL | high |
| Riot Platforms | 0001104659-26-097330 | SIGNAL | high |
| Marathon Digital | 0001493152-26-035933 | NO SIGNAL | medium |
Precedents set by this chapter
- Labels grade the filing, not the capture; a capture failure does not downgrade a verifiable filing.
- The pattern labels changes, not continuations: an extension or renewal with no leadership or outlook change is NO SIGNAL.
- The personnel SIGNAL category is reserved for executive officers; director departures stated without disagreement and replaced the same day are NO SIGNAL.
Per-filing rows for the 24 agreed filings publish when the agreed-pair source verification completes.
Evidence: agreement post (2026-10-12 10:05 AM PT). correction post (2026-10-12 12:07 PM PT). adjudication post (2026-10-12 9:57 PM PT).