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Glama

Server Details

SEC insider intelligence: trades, 8-K events, planned sales, activist stakes - one entity graph.

Status
Healthy
Last Tested
Transport
Streamable HTTP
URL

Glama MCP Gateway

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MCP client
Glama
MCP server

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Tool DescriptionsA

Average 4.2/5 across 11 of 11 tools scored.

Server CoherenceA
Disambiguation5/5

All 11 tools have distinct purposes, from basic data retrieval (get_insider_trades, get_stakes) to advanced cross-feed analysis (cluster_buys, planned_vs_executed). Descriptions clearly differentiate each tool's domain and use case, leaving no ambiguity.

Naming Consistency4/5

Most tools follow a verb_noun pattern (e.g., get_insider_trades, find_company), but a few use other structures (planned_vs_executed, trades_before_events are more descriptive phrases). However, all use snake_case consistently, making names readable.

Tool Count5/5

11 tools is appropriate for a specialized financial data server covering insider transactions, ownership, events, and cross-feed analytics. Each tool fills a specific niche without redundancy or bloat.

Completeness5/5

The server covers all major SEC filing types (Forms 3/4/5, 8-K, 144, 13D/13G) and includes both basic queries and advanced joins (e.g., planned vs executed, trades before events). No obvious gaps in the domain.

Available Tools

11 tools
cluster_buysCluster buys
Read-onlyIdempotent
Inspect

Find issuers where multiple distinct insiders independently bought with their own money (code P) inside a window - a signal raw EDGAR cannot answer. Sorted by total value.

ParametersJSON Schema
NameRequiredDescriptionDefault
window_daysNoLookback window in days, default 30.
min_value_usdNoMinimum combined buy value per issuer in USD.
min_distinct_insidersNoMinimum distinct buyers per issuer, default 2.
company_profileCompany insider profile
Read-onlyIdempotent
Inspect

START HERE for any company question: one call returns the full insider picture for a ticker or company name - current 5%+ stakeholders (13D/13G), insider buy/sell activity (Form 4), announced sales (Form 144), and recent material events (8-K). Every row links its SEC filing; next_tools names the tool for each deeper question.

ParametersJSON Schema
NameRequiredDescriptionDefault
queryYesAny identifier: ticker in any format (NVDA, NASDAQ:AAPL, $NVDA, BRK.B), company name, CIK number, US ISIN, or CUSIP.
window_daysNoLookback for insider activity, planned sales, and events; default 90.
describe_coverageCoverage and access tier
Read-onlyIdempotent
Inspect

Orientation: what this server covers RIGHT NOW - per-feed live date ranges (coverage deepens daily toward the backfill horizon), your access tier, and an example question per tool. Call this first when unsure what to ask or whether a date range is covered.

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

find_companyResolve a company identifier
Read-onlyIdempotent
Inspect

Resolve any company identifier to its EDGAR identity: ticker in any format (AAPL, NASDAQ:AAPL, $NVDA, BRK.B), company name, CIK number, US ISIN, or CUSIP. Returns ranked candidates with name, ticker, and CIK. Use it when unsure of the exact ticker before calling the search tools.

ParametersJSON Schema
NameRequiredDescriptionDefault
queryYesThe identifier to resolve, e.g. "nvidia", "NASDAQ:AAPL", "1045810", "US0378331005".
get_insider_tradesSearch insider trades
Read-onlyIdempotent
Inspect

Search normalized insider transactions from SEC Forms 3/4/5 (US public companies). Returns rows with pre-computed value_usd and a quote-ready summary string with the SEC filing link.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows per page, default 50, cap 500.
sinceNoEarliest transaction date, YYYY-MM-DD.
untilNoLatest transaction date, YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
insiderNoSubstring match on the insider's name, e.g. "MUSK".
tickersNoTicker symbols to include, e.g. ["NVDA","AAPL"]. Empty = all issuers.
txn_typeNobuy (open-market/private purchase P), sell (S), grant (A), exercise (M/X), or gift (G). Omit for all.
relationshipNoFilter by insider role.
min_value_usdNoMinimum transaction value in USD (shares x price).
exclude_10b5_1NoDrop pre-scheduled 10b5-1 plan transactions; true (default) for signal-seeking, false for full audit.
get_material_eventsSearch material corporate events
Read-onlyIdempotent
Inspect

Search SEC 8-K material corporate events (bankruptcies, restatements, officer departures, delistings, cyber incidents, earnings, M&A...) normalized to item codes, with SEC filing links.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows per page, default 50, cap 500.
sinceNoEarliest event date, YYYY-MM-DD.
untilNoLatest event date, YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
tickersNoTicker symbols to include, e.g. ["NVDA"]. Empty = all issuers.
item_codesNo8-K item numbers, e.g. ["1.03","5.02"]. 1.03=bankruptcy, 4.02=restatement, 5.02=officer departure, 1.05=cyber incident, 2.02=earnings, 8.01=other.
high_signalNoOnly distress-grade items (1.03, 1.05, 2.04, 2.06, 3.01, 4.02, 5.02). Overrides item_codes.
get_planned_salesSearch announced insider sales
Read-onlyIdempotent
Inspect

Search SEC Form 144 notices - insiders' PROPOSED sales of restricted/control stock, filed BEFORE the sale executes (the Form 4 reports execution after). A leading indicator: announced-but-not-yet-executed insider selling, with broker and approximate sale date.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows per page, default 50, cap 500.
sinceNoEarliest approximate sale date, YYYY-MM-DD.
untilNoLatest approximate sale date, YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
sellerNoSubstring match on the seller's name.
tickersNoTicker symbols to include. Empty = all issuers.
min_value_usdNoMinimum aggregate market value of the proposed sale in USD.
get_stakesSearch 5%+ ownership stakes
Read-onlyIdempotent
Inspect

Search 5%+ beneficial-ownership stakes from Schedules 13D/13G. 13D = ACTIVE intent (activists, acquirers - market-moving); 13G = passive. Latest filing per (issuer, holder) wins, so results are current stakes; superseded history stays in the archive.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows per page, default 50, cap 500.
sinceNoEarliest event date, YYYY-MM-DD.
untilNoLatest event date, YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
holderNoSubstring match on the reporting person, e.g. "Icahn".
tickersNoTicker symbols to include. Empty = all issuers.
min_percentNoMinimum percent of class held, e.g. 10.
schedule_typeNoactivist (13D family), passive (13G family), or all (default).
list_recent_filingsRecent filings firehose
Read-onlyIdempotent
Inspect

The firehose: recently ingested filings across ALL feeds (Forms 3/4/5, 8-K, 144, Schedules 13D/13G) with acceptance timestamps and SEC filing links, newest first. Use to see what just came in.

ParametersJSON Schema
NameRequiredDescriptionDefault
feedsNoFeeds to include. Empty = all.
limitNoMax rows per page, default 50, cap 200.
sinceNoEarliest acceptance time, RFC3339 or YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
planned_vs_executedAnnounced vs executed sales
Read-onlyIdempotent
Inspect

Cross-feed signal: pair each Form 144 notice (an insider's ANNOUNCED sale) with the seller's actual Form 4 sale executions - same person, exact CIK identity, matched inside the notice's factual Rule 144 validity window (90 days from filing). Surfaces execution ratios and, most notably, announced-but-never-executed sales: insiders whose notice expired with no sale. Raw EDGAR cannot answer this in one query.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows per page, default 50, cap 500.
sinceNoEarliest approximate sale date, YYYY-MM-DD. Default: 90 days back - pass an explicit date to reach deeper history.
untilNoLatest approximate sale date, YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
sellerNoSubstring match on the seller's name.
statusNoFilter: executed, pending (window still open), not_executed (window elapsed, no matching sale - the leading-indicator residue), unverifiable (the seller entity never files Form 4 - trusts and foundations report via the beneficiary), or all (default).
tickersNoTicker symbols to include. Empty = all issuers.
min_planned_usdNoMinimum planned sale value in USD.
trades_before_eventsInsider trades before bad news
Read-onlyIdempotent
Inspect

Cross-feed signal: for issuers that filed a material 8-K event, show SEC Form 4 insider transactions in the N days BEFORE the event - e.g. insider selling before a bankruptcy, restatement, or delisting. Joins two feeds through the shared entity graph; raw EDGAR cannot answer this in one query.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows, default 50, cap 500.
sinceNoEarliest event date, YYYY-MM-DD.
txn_typeNoInsider transaction filter: sell (default - selling before bad news), buy, or all.
item_codesNo8-K items to anchor on, e.g. ["1.03","4.02","3.01"]. Default: distress items 1.03, 2.06, 3.01, 4.02.
days_beforeNoLookback window before the event date, default 60.
min_value_usdNoMinimum insider transaction value in USD.

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