Edgar & Edgarette: SEC Filing Boards

Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}

Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}

Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}

Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}

Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}

Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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  "properties": {
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      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}

IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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      "type": "number",
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    }
  }
}

Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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      "type": "number",
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    }
  }
}

Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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    }
  }
}

Ask Edgar (POPS4) to email a person the day a company files with the SEC. Needs the person's email and the company name as it files (or its CIK). Each note carries a one-click stop link.

{
  "type": "object",
  "properties": {
    "company": {
      "type": "string"
    },
    "email": {
      "type": "string"
    },
    "cik": {
      "type": "string",
      "description": "optional SEC CIK, exact match"
    },
    "board": {
      "type": "string",
      "enum": [
        "breaches",
        "charter-amendments",
        "mergers",
        "agreements",
        "restructuring",
        "cmo-moves",
        "ipo-watch",
        "annual-meetings",
        "auditor-watch"
      ]
    }
  },
  "required": [
    "company",
    "email"
  ]
}

Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.

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  "type": "object",
  "properties": {
    "board": {
      "type": "string",
      "enum": [
        "breaches",
        "charter-amendments",
        "mergers",
        "agreements",
        "restructuring",
        "cmo-moves",
        "ipo-watch",
        "annual-meetings",
        "auditor-watch"
      ]
    },
    "attendees": {
      "type": "number"
    },
    "tier": {
      "type": "string",
      "enum": [
        "essential",
        "professional",
        "executive",
        "luxury",
        "bespoke",
        "whiteglove"
      ]
    }
  },
  "required": [
    "board"
  ]
}

Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

{
  "type": "object",
  "properties": {
    "company": {
      "type": "string",
      "description": "company name, ticker or CIK"
    },
    "price": {
      "type": "number",
      "description": "optional share price YOU supply. Adds price/earnings, price/book, price/sales, dividend yield and market value, computed from that price and the company's filed per-share figures. The price is never stored or published; the card sources none."
    }
  },
  "required": [
    "company"
  ]
}

AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.

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Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.

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  "type": "object",
  "properties": {}
}

Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. Display only, not a rating. Free, CC BY 4.0.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "ETF ticker, e.g. QQQ"
    }
  },
  "required": [
    "ticker"
  ]
}

Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK of a 13F filer, e.g. 714142"
    },
    "holdings": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "ticker": {
            "type": "string"
          },
          "weight": {
            "type": "number"
          }
        },
        "required": [
          "ticker"
        ]
      },
      "description": "holdings with weights or dollar amounts"
    }
  }
}