get_annual_financial_disclosures
Returns Form 278 (Public Financial Disclosure / Annual Financial Disclosure) filings — the annual snapshot members of Congress file each year showing assets, income sources, liabilities, transactions, gifts, outside positions, and (for spouse + dependent children) the same. The same filings are published free as news at https://keyvex.com/disclosures under 5 U.S.C. § 13107(c). SCOPE — v1 covers BOTH chambers: Senate (Senate eFD) and House (House Clerk). Filed by every senator and representative (and senior executive-branch officials, federal judges) by May 15 each year. Use this when the user asks about: a member's asset composition, outside income sources, board seats / outside positions, liabilities (mortgages, loans), or for news reporting on annual disclosures. CONTENT — when a filing's schedules were machine-parsed, content_parsed is true and the record carries structured assets (Schedule A) and liabilities arrays plus asset_count / liability_count. value_range / amount_range are the disclosed RANGES (e.g., '$50,001 - $100,000'), NOT point estimates — KeyVex does not collapse a range to a single number. SENATE rows carry the ranges verbatim. HOUSE rows are read from the House Clerk PDF by column position. On a House candidate or new-filer report, whose income prints in two columns ('current year to filing', 'preceding year'), income_range is empty — neither is the reporting period; report_url shows both. A row KeyVex could not read with confidence carries parse_unreliable: true, and for such rows report_url is authoritative. Net-worth roll-up is intentionally NOT provided (it would be a KeyVex-derived aggregate, not a disclosed value). When schedules are unavailable — Senate PAPER (scanned-image) filings, which carry no machine-readable text, or the occasional parse skip — content_parsed is false and coverage_note names the limitation; follow report_url to read the original. This honest coverage boundary is never a silent omission. Different from get_congressional_trades: PTRs are per-trade real-time notices (filed within 30-45 days), while Form 278 is the year-end balance-sheet snapshot. Combine both for the full activity + position view of a member. Report types: 'Annual' (yearly filing covering prior calendar year), 'New Filer' (initial disclosure on entering office), 'Termination' (final disclosure on leaving office), 'Combined' (annual+termination for filer who left mid-year), 'Amendment' (correction of a prior filing), 'Other' (rare).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max records to return (1-500). Default 50. | |
| party | No | Exact match on the record's party, where the party is the party the member held on the date of the record (a trade's transaction date, a disclosure's filing date); for a date outside the member's terms in office, the party of their nearest term (the last one before that date, or the first one after it). So party='Democrat' matches filings made while the filer was a Democrat. Empty on filings by candidates who never served. | |
| since | No | ISO date (YYYY-MM-DD). Lower bound on the chosen sort_by field. Defaults to filtering by filing_date. | |
| state | No | Two-letter state code (e.g., 'CA', 'TX'). Exact match. Empty for candidate filings (the Senate eFD covers candidates too). | |
| until | No | ISO date (YYYY-MM-DD). Upper bound on the chosen sort_by field. | |
| chamber | No | Filter to one chamber ('senate' or 'house'). v1 covers both. | |
| sort_by | No | Field to sort by. Default 'filing_date' (most recent filings first). | |
| sort_order | No | Sort direction. Default 'desc'. | |
| bioguide_id | No | Filer's bioguide_id (e.g., 'P000197' for Nancy Pelosi). Exact match. Most precise filter. A filing carries a bioguide_id only when exactly one member of Congress can be its filer: reports by candidates who never served carry none, and neither does a filing saved before its filer appeared in the member catalog. So for a brand-new member, cross-check with member_name. | |
| filing_year | No | The year of the FILING period being reported on (NOT the date filed). Most filers report the prior calendar year — e.g., a May 2026 Annual filing has filing_year=2025. New Filer reports cover the partial year up to filing. | |
| member_name | No | Substring match against the filer's full name (case-insensitive). E.g., 'Pelosi', 'Mitch McConnell'. Use bioguide_id when possible for precision. | |
| report_type | No | Filter to one filing flavor. Default is unfiltered (returns all types). |