SEC EDGAR Insider Trades & Financials

Recent SEC Form 4 insider transactions for one company (ticker or issuer CIK) or one insider (reporting-owner CIK). Returns a summary (open-market buy/sell counts, shares, dollar value, distinct insiders) and one row per transaction: date, insider, role, transaction code (P=open-market buy, S=sale, A=award, M=option exercise, F=tax withholding, G=gift), shares, price, value, shares owned after, 10b5-1 flag and filing link. Use side="buy" to see only open-market purchases.

{
  "type": "object",
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\").",
      "minLength": 1,
      "maxLength": 12
    },
    "side": {
      "type": "string",
      "enum": [
        "buy",
        "sell"
      ],
      "description": "Only open-market purchases (buy, code P) or sales (sell, code S)."
    },
    "codes": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 12
      },
      "maxItems": 15,
      "description": "Only these transaction codes, e.g. [\"P\",\"S\"] or [\"M\",\"F\"]."
    },
    "since": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings on or after this date (YYYY-MM-DD)."
    },
    "filings": {
      "type": "integer",
      "minimum": 1,
      "maximum": 25,
      "default": 5,
      "description": "How many of the most recent Form 4 filings to parse (each costs one SEC request). Default 5."
    },
    "include_derivative": {
      "type": "boolean",
      "default": false,
      "description": "Include derivative (option/RSU) transactions. Default false."
    },
    "max_rows": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100,
      "default": 25,
      "description": "Maximum transaction rows to return. Default 25."
    }
  },
  "required": [
    "ticker_or_cik"
  ],
  "additionalProperties": false
}

Recent open-market insider purchases (Form 4 code P) across all U.S. public companies, grouped by issuer and ranked by number of buying insiders, then dollar value. A "cluster buy" is 2+ insiders buying the same stock. Filter by look-back days, minimum total value, minimum insiders and role. Data is built from a rolling scan of recent EDGAR Form 4 filings (coverage starts at deployment, up to 30 days).

{
  "type": "object",
  "properties": {
    "days": {
      "type": "integer",
      "minimum": 1,
      "maximum": 30,
      "default": 7,
      "description": "Look-back window in days. Default 7."
    },
    "min_value": {
      "type": "number",
      "minimum": 0,
      "description": "Minimum total purchase value per issuer in USD, e.g. 100000."
    },
    "min_insiders": {
      "type": "integer",
      "minimum": 1,
      "maximum": 20,
      "default": 1,
      "description": "Minimum distinct buying insiders per issuer; use 2 for cluster buys only. Default 1."
    },
    "role": {
      "type": "string",
      "enum": [
        "officer",
        "director",
        "tenpercent"
      ],
      "description": "Only purchases by officers, directors or 10% owners."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 10,
      "description": "Maximum issuers to return. Default 10."
    }
  },
  "additionalProperties": false
}

Latest SEC filings for a company (10-K, 10-Q, 8-K with item numbers, S-1, DEF 14A, 4, 13D/G...), newest first, with filing date, report period, description and direct document URL. Filter by form types and a date range.

{
  "type": "object",
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\").",
      "minLength": 1,
      "maxLength": 12
    },
    "forms": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 12
      },
      "maxItems": 15,
      "description": "Only these form types, e.g. [\"10-K\",\"10-Q\",\"8-K\"]. Amendments (/A) are included."
    },
    "since": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings on or after this date (YYYY-MM-DD)."
    },
    "until": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only filings on or before this date (YYYY-MM-DD)."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 10,
      "description": "Maximum filings to return. Default 10."
    }
  },
  "required": [
    "ticker_or_cik"
  ],
  "additionalProperties": false
}

Key financials from a company's 10-K/10-Q XBRL data: revenue, gross profit, operating income, net income, diluted EPS, operating cash flow, total assets, liabilities, equity, cash, long-term debt and shares outstanding. Each metric has the latest annual value, prior annual value, YoY growth % and the latest reported period, plus net margin, gross margin and debt-to-equity. Values in USD as reported.

{
  "type": "object",
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\").",
      "minLength": 1,
      "maxLength": 12
    }
  },
  "required": [
    "ticker_or_cik"
  ],
  "additionalProperties": false
}

Time series of a single XBRL concept for a company, from SEC companyconcept data, newest first and de-duplicated by period. Examples: us-gaap NetIncomeLoss, Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, Assets, EarningsPerShareDiluted, LongTermDebt, ResearchAndDevelopmentExpense; dei EntityCommonStockSharesOutstanding. Use period="annual" for fiscal years (10-K) or "quarterly" for 3-month periods.

{
  "type": "object",
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\").",
      "minLength": 1,
      "maxLength": 12
    },
    "concept": {
      "type": "string",
      "pattern": "^[A-Za-z0-9_-]+$",
      "description": "XBRL tag name, e.g. \"NetIncomeLoss\"."
    },
    "taxonomy": {
      "type": "string",
      "enum": [
        "us-gaap",
        "dei",
        "ifrs-full",
        "srt"
      ],
      "default": "us-gaap",
      "description": "XBRL taxonomy. Default us-gaap (ifrs-full for IFRS filers)."
    },
    "unit": {
      "type": "string",
      "description": "Unit to return, e.g. \"USD\", \"USD/shares\", \"shares\". Default: the first unit reported."
    },
    "period": {
      "type": "string",
      "enum": [
        "annual",
        "quarterly",
        "all"
      ],
      "default": "annual",
      "description": "Which periods to return. Default annual."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 40,
      "default": 10,
      "description": "Maximum data points to return. Default 10."
    }
  },
  "required": [
    "ticker_or_cik",
    "concept"
  ],
  "additionalProperties": false
}

Full-text search across SEC filings since 2001 (EDGAR FTS). Supports quoted phrases ("share repurchase"), boolean OR, and filters for form types, date range and company CIKs. Returns matching filings with company, form, filing date, 8-K items and a document URL. Default range: last 365 days.

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500,
      "description": "Search text. Use double quotes for exact phrases, e.g. \"going concern\"."
    },
    "forms": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 12
      },
      "maxItems": 15,
      "description": "Only these form types, e.g. [\"8-K\"] or [\"10-K\",\"10-Q\"]."
    },
    "start_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Earliest filing date. Default 365 days ago (YYYY-MM-DD)."
    },
    "end_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Latest filing date. Default today (YYYY-MM-DD)."
    },
    "ciks": {
      "type": "array",
      "items": {
        "type": "string",
        "pattern": "^\\d{1,10}$"
      },
      "maxItems": 10,
      "description": "Only filings by these company CIKs (use resolve_company to get a CIK from a ticker)."
    },
    "offset": {
      "type": "integer",
      "minimum": 0,
      "maximum": 9900,
      "default": 0,
      "description": "Result offset for paging (EDGAR returns pages of 100). Default 0."
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 50,
      "default": 10,
      "description": "Maximum hits to return. Default 10."
    }
  },
  "required": [
    "query"
  ],
  "additionalProperties": false
}

Convert a stock ticker to its SEC CIK and company name, or a CIK to its ticker and name. Use it to get the CIK needed by search_filings.

{
  "type": "object",
  "properties": {
    "ticker_or_cik": {
      "type": "string",
      "description": "Stock ticker (e.g. \"AAPL\", \"BRK.B\") or SEC CIK number (e.g. \"320193\").",
      "minLength": 1,
      "maxLength": 12
    }
  },
  "required": [
    "ticker_or_cik"
  ],
  "additionalProperties": false
}