By creating an account or using Succession ("the Service"), you agree to be bound by these terms. If you do not agree, do not use the Service.
You must be at least 18 years old to use the Service. By creating an account, you represent that you are at least 18 years of age.
Succession monitors SEC 8-K filings for executive and board leadership changes and provides alerts and analysis. The data comes from public SEC EDGAR filings and may be enriched with AI analysis and market data.
You must provide a valid email address and maintain the security of your password. You are responsible for all activity under your account. You agree to notify us immediately of any unauthorized use. One account per person.
New accounts receive a 7-day free trial with full access. After the trial, continued access requires a paid subscription at $49/month, billed monthly through Stripe. You can cancel anytime — access continues through the end of your current billing period.
We do not offer refunds for partial billing periods. If you cancel your subscription, you retain access until the end of your current billing cycle. If you believe you were charged in error, contact us within 30 days at the email address below.
We use AI to extract and analyze SEC filing data. While we strive for accuracy, the Service is not a substitute for reading the original filings. We do not guarantee the accuracy, completeness, or timeliness of any data.
THE SERVICE DOES NOT CONSTITUTE FINANCIAL, INVESTMENT, LEGAL, OR TAX ADVICE. YOU SHOULD NOT MAKE INVESTMENT DECISIONS BASED SOLELY ON DATA FROM THIS SERVICE. ALWAYS CONSULT QUALIFIED PROFESSIONALS AND READ THE ORIGINAL SEC FILINGS BEFORE MAKING ANY INVESTMENT DECISIONS.
You agree not to: reverse-engineer the Service, use automated tools to scrape data at scale, resell or redistribute data from the Service, attempt to gain unauthorized access, interfere with the operation of the Service, or use the Service for any unlawful purpose.
The Service, its design, code, and analysis tools are our intellectual property and are protected by applicable copyright and trademark laws. SEC filing data itself is public domain. Your alert configurations and account data belong to you.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUE, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF DATA, USE, OR GOODWILL. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING FROM THESE TERMS OR THE SERVICE IS LIMITED TO THE AMOUNT YOU PAID US IN THE 12 MONTHS PRECEDING THE CLAIM.
You agree to indemnify and hold harmless Succession and its operator from any claims, damages, losses, or expenses (including reasonable legal fees) arising from your use of the Service, your violation of these terms, or any investment or business decisions made based on data from the Service.
We strive to maintain high availability but do not guarantee uninterrupted access. The Service may be temporarily unavailable due to maintenance, updates, or factors beyond our control. We are not liable for any downtime or data delays.
Any dispute arising from these terms or the Service shall first be attempted to be resolved through good-faith negotiation. If unresolved within 30 days, either party may pursue binding arbitration under the rules of the American Arbitration Association in New York, New York. You agree to resolve disputes individually and waive any right to participate in a class action lawsuit or class-wide arbitration.
We may suspend or terminate accounts that violate these terms, at our sole discretion, with or without notice. You may close your account at any time. Upon termination, we delete your personal data per our Privacy Policy.
We may update these terms. Material changes will be communicated via email at least 7 days before taking effect. Continued use of the Service after changes take effect constitutes acceptance. If you do not agree with updated terms, you may close your account.
If any provision of these terms is found to be unenforceable, that provision will be modified to the minimum extent necessary and all remaining provisions will continue in full force and effect.
These terms, together with our Privacy Policy, constitute the entire agreement between you and Succession regarding the Service and supersede any prior agreements.
These terms are governed by the laws of the State of New York, without regard to conflict of law principles.
Questions? Email contact@tracksuccession.com