Skip to main content
Glama

Search 5%+ ownership stakes

get_stakes
Read-onlyIdempotent

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 Latest filing per (issuer, holder) wins, so results are current stakes; superseded history stays in the archive.

Input Schema

TableJSON 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).

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint and idempotentHint, so the read-only nature is covered. The description adds meaningful behavioral context beyond annotations: what 13D vs 13G means (active vs passive intent), that only the latest filing per issuer/holder is returned, and that superseded history remains in the archive. This enriches the agent's understanding of result semantics.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, front-loaded with purpose. The first sentence states the core function; the second adds critical context about the 13D/13G distinction and deduplication. No filler or redundant repetition of schema details.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With 8 parameters and no output schema, the description does not describe return format or pagination behavior. However, it explains the key behavioral semantics (dedup, filing types) that an agent needs to reason about results. The cursor parameter is self-documented in the schema, and the annotations cover safety. Slightly incomplete without output details, but adequate for a read-only search tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Input schema covers 100% of parameters with descriptions, so baseline is 3. The description adds value by explaining the real-world meaning of the schedule_type enum values (13D=ACTIVE intent, 13G=passive), which clarifies how 'activist' and 'passive' map to filing types. This goes beyond the schema's enum labels.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's function: searching 5%+ beneficial-ownership stakes from Schedules 13D/13G. It uses a specific verb ('Search') and resource ('ownership stakes'), and distinguishes itself from siblings by focusing on 13D/13G filings. This is a specific and well-scoped purpose.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides valuable context about the 13D/13G distinction and the 'latest filing wins' deduplication rule, implying when this tool is appropriate. However, it does not explicitly compare to alternative tools like get_insider_trades or list_recent_filings, nor state exclusions. The guidance is implied but not explicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

TDQS

A4.2/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose: per-form search tools (get_insider_trades, get_material_events, get_planned_sales, get_stakes), cross-feed signals (cluster_buys, planned_vs_executed, trades_before_events), and support utilities (company_profile, describe_coverage, find_company, list_recent_filings). The only slight overlap is company_profile vs. get_insider_trades, but company_profile is explicitly an aggregator that routes to detailed tools, eliminating ambiguity.

Naming Consistency4/5

Most tools follow a verb_noun pattern, especially the get_* family (get_insider_trades, get_material_events, etc.). However, three tools deviate: company_profile (noun_noun), planned_vs_executed (phrase with 'vs'), and trades_before_events (noun_phrase). These are still readable and clearly named, but they break the otherwise consistent convention.

Tool Count5/5

11 tools is well-scoped for the domain of insider trading analytics. It provides a complete set of per-filing-type search tools, cross-feed signals, and support utilities without redundancy or bloat. The count is within the ideal 5-15 range and feels justified.

Completeness5/5

The tool set covers the full lifecycle of insider data: entity resolution (find_company), orientation (describe_coverage), all major SEC forms (3/4/5, 8-K, 144, 13D/13G) via dedicated search tools, and advanced cross-feed analytics (cluster_buys, planned_vs_executed, trades_before_events). No obvious gaps are apparent for the stated purpose.

Resources