Previous value: -"Maximum number of filings to return in the inline list. The list holds at most 50; a larger value returns 50, and the notice names where the rest are."New value: +"Maximum number of filings to return in the inline list; when more match, the notice names where the rest are. Capped at 50: a larger value, up to 1000, returns what 50 returns."

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: Query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. `sec_unreachable`: The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: Query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. `sec_unreachable`: SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent. Other values are possible when a failure originates below the handler."

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: Query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: Query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. `sec_unreachable`: The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "no_match",
-  "multiple_matches",
-  "rate_limited"
-]New value: +[
+  "no_match",
+  "multiple_matches",
+  "rate_limited",
+  "sec_unreachable"
+]

Previous value: -"Maximum number of filings to return in the inline list."New value: +"Maximum number of filings to return in the inline list. The list holds at most 50; a larger value returns 50, and the notice names where the rest are."

Previous value: -50New value: +1000

Previous value: -"The `filing_limit` that was applied."New value: +"The inline limit applied: `filing_limit`, at most 50."

Previous value: -"Dataframe of the full filtered history (recent window plus archive pages), staged only when the scan went past the recent window and the history exceeds filing_limit."New value: +"Dataframe of the full filtered history (recent window plus archive pages), staged only when the scan went past the recent window and the history exceeds the inline list (filing_limit, at most 50)."

Previous value: -"Guidance when no filings matched the forms filter, or when filing_limit withheld some."New value: +"Guidance when no filings matched the forms filter, or when the inline list withheld some — naming the dataframe, a larger filing_limit, or a secedgar_search_filings call to page through the rest."

Previous value: -"Filings matching the filter across everything scanned; can exceed filing_limit."New value: +"Filings matching the filter across everything scanned; can exceed the inline list."

Previous value: -"True when more filings matched than `filing_limit` allowed into the inline list."New value: +"True when more filings matched than the inline list holds."

Previous value: -"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds; a multi-class share ticker resolves in either form (\"BRK-B\" or \"BRK.B\"). Name search matches current and former names, and the corporate suffix does not have to match the registry's form (\"Beacon Financial Corporation\" finds \"Beacon Financial Corp\") — but Corp, Inc, Co, and Ltd stay distinct from each other, since separate registrants differ only by which one they use."New value: +"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds; a multi-class share ticker resolves in either form (\"BRK-B\" or \"BRK.B\"). Name search matches current and former names, preferring a name the query matches exactly over one it only starts or appears in. The corporate suffix (Inc, Corp, Co, Ltd, PLC, LLC, LP, N.V., S.A., AG, SE) can be left off (\"Apple\" finds \"Apple Inc.\"; \"Rio Tinto\" lists both the Ltd and the PLC) or spelled out (\"Beacon Financial Corporation\" finds \"Beacon Financial Corp\"), but a suffix you include must match — Corp, Inc, Co, and Ltd stay distinct from each other, since separate registrants differ only by which one they use."

Previous value: -"SEC fund class ID (e.g. \"C000092055\"). Present when the query resolved via a fund ticker (ETF or mutual fund)."New value: +"SEC fund class ID (e.g. \"C000092055\"), present alongside series_id."

Previous value: -"Canvas dataframe holding the full filtered filing history (recent + archive pages), registered only when the scan reached beyond the recent window and the history exceeds filing_limit. Query the complete history — filings by form by year — with secedgar_dataframe_query; the inline `filings` list stays capped at filing_limit."New value: +"Dataframe of the full filtered history (recent window plus archive pages), staged only when the scan went past the recent window and the history exceeds filing_limit."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when the archive scan hit its page cap before exhausting the manifest — older matching filings exist beyond the dataframe."New value: +"True when the archive scan hit its page cap, so older matching filings exist beyond the dataframe."

Previous value: -"Filing accession number, dash format (e.g., 0000320193-23-000106). Pass to secedgar_get_filing."New value: +"Accession number, dash format (e.g., 0000320193-23-000106). Pass to secedgar_get_filing."

Previous value: -"Period of report (YYYY-MM-DD). Absent for filings without a reporting period (proxy statements, ownership reports)."New value: +"Period of report (YYYY-MM-DD). Absent for forms without one (proxy statements, ownership reports)."

Previous value: -"Fiscal year end (MM-DD format, e.g., \"09-26\"). Absent for filers SEC records no fiscal year end for (e.g. private or pre-IPO entities)."New value: +"Fiscal year end (MM-DD, e.g. \"09-26\"). Absent when SEC records none (e.g., private or pre-IPO entities)."

Previous value: -"Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window holds the last year or 1,000 filings, whichever is more, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned."New value: +"Oldest filing date the scan reached (YYYY-MM-DD); nothing older was examined. Archive pages past the recent window (last year or 1,000 filings) are read only for a date filter or an under-filled form filter. Absent when nothing was scanned."

Previous value: -"Guidance when include_filings=true but no filings matched the forms filter, or when filing_limit withheld some."New value: +"Guidance when no filings matched the forms filter, or when filing_limit withheld some."

Previous value: -"SEC fund series ID (e.g. \"S000002839\"). Present when the query resolved via a fund ticker (ETF or mutual fund)."New value: +"SEC fund series ID (e.g. \"S000002839\"), when the query resolved via a fund ticker (ETF or mutual fund)."

Previous value: -"State of incorporation (US two-letter code, e.g. \"DE\"). Omitted for some entities, including many foreign filers and individuals."New value: +"State of incorporation (US two-letter code, e.g. \"DE\"). Absent for many foreign filers and individuals."

Previous value: -"Total filings matching the filter across everything scanned (recent window + any archive pages), which may exceed filing_limit and the inline list."New value: +"Filings matching the filter across everything scanned; can exceed filing_limit."

Previous value: -"Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the ~1000-filing recent window (e.g. a company's 2005 10-K)."New value: +"Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the recent window — the last year or 1,000 filings, whichever holds more (e.g. a company's 2005 10-K)."

Previous value: -"Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window caps at ~1000 filings, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned."New value: +"Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window holds the last year or 1,000 filings, whichever is more, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned."

Removed value: -{
-  "description": "Filter filings to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, returns all form types.",
-  "items": {
-    "type": "string"
-  },
-  "type": "array"
-}

Added value: +{
+  "description": "Filter filings to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]), matched exactly (case-insensitive) — list an amendment such as \"10-K/A\" to include it. Without this, returns all form types.",
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query `multiple_matches`: Query is ambiguous and matches several companies Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: Query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "no_match",
-  "multiple_matches"
-]New value: +[
+  "no_match",
+  "multiple_matches",
+  "rate_limited"
+]

Previous value: -"Recent filings, filtered by form_types if specified."New value: +"Recent filings, filtered by forms if specified."

Previous value: -"Guidance when include_filings=true but no filings matched the form_types filter, or when filing_limit withheld some."New value: +"Guidance when include_filings=true but no filings matched the forms filter, or when filing_limit withheld some."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds. Name search matches current and former names."New value: +"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds; a multi-class share ticker resolves in either form (\"BRK-B\" or \"BRK.B\"). Name search matches current and former names, and the corporate suffix does not have to match the registry's form (\"Beacon Financial Corporation\" finds \"Beacon Financial Corp\") — but Corp, Inc, Co, and Ltd stay distinct from each other, since separate registrants differ only by which one they use."

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +false

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "cik",
+      "name",
+      "tickers",
+      "exchanges",
+      "sic",
+      "sic_description"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Added value: +{
+  "description": "The `filing_limit` that was applied.",
+  "type": "number"
+}

Added value: +{
+  "additionalProperties": {},
+  "description": "Present when the call failed. Absent on success.",
+  "properties": {
+    "code": {
+      "description": "JSON-RPC error code for this failure.",
+      "maximum": 9007199254740991,
+      "minimum": -9007199254740991,
+      "type": "integer"
+    },
+    "data": {
+      "additionalProperties": {},
+      "properties": {
+        "reason": {
+          "description": "Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query `multiple_matches`: Query is ambiguous and matches several companies Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "no_match",
+            "multiple_matches"
+          ],
+          "type": "string"
+        },
+        "recovery": {
+          "additionalProperties": {},
+          "description": "Actionable next step for the caller.",
+          "properties": {
+            "hint": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "hint"
+          ],
+          "type": "object"
+        },
+        "retryable": {
+          "description": "Whether retrying may succeed.",
+          "type": "boolean"
+        }
+      },
+      "type": "object"
+    },
+    "message": {
+      "description": "Human-readable description of what went wrong.",
+      "type": "string"
+    }
+  },
+  "required": [
+    "code",
+    "message"
+  ],
+  "type": "object"
+}

Previous value: -"Guidance when include_filings=true but no filings matched the form_types filter."New value: +"Guidance when include_filings=true but no filings matched the form_types filter, or when filing_limit withheld some."

Added value: +{
+  "description": "Number of filings returned inline.",
+  "type": "number"
+}

Added value: +{
+  "description": "True when more filings matched than `filing_limit` allowed into the inline list.",
+  "type": "boolean"
+}

Removed value: -[
-  "cik",
-  "name",
-  "tickers",
-  "exchanges",
-  "sic",
-  "sic_description"
-]

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the ~1000-filing recent window (e.g. a company's 2005 10-K)."
+}

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only include filings filed on or before this date (YYYY-MM-DD). Use alone or with filed_after; together they bound the archive-page scan."
+}

Previous value: -"Maximum number of filings to return."New value: +"Maximum number of filings to return in the inline list."

Added value: +{
+  "additionalProperties": false,
+  "description": "Canvas dataframe holding the full filtered filing history (recent + archive pages), registered only when the scan reached beyond the recent window and the history exceeds filing_limit. Query the complete history — filings by form by year — with secedgar_dataframe_query; the inline `filings` list stays capped at filing_limit.",
+  "properties": {
+    "expires_at": {
+      "description": "ISO 8601 expiry timestamp.",
+      "type": "string"
+    },
+    "name": {
+      "description": "Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.",
+      "type": "string"
+    },
+    "row_count": {
+      "description": "Rows materialized in the dataframe.",
+      "type": "number"
+    },
+    "truncated": {
+      "description": "True when the archive scan hit its page cap before exhausting the manifest — older matching filings exist beyond the dataframe.",
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "name",
+    "row_count",
+    "expires_at",
+    "truncated"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window caps at ~1000 filings, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned.",
+  "type": "string"
+}

Previous value: -"Total filings matching the filter (may exceed filing_limit)."New value: +"Total filings matching the filter across everything scanned (recent window + any archive pages), which may exceed filing_limit and the inline list."

Previous value: -"Company ticker symbol (e.g., \"AAPL\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup. Name search does fuzzy matching."New value: +"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds. Name search matches current and former names."

Added value: +{
+  "description": "SEC fund class ID (e.g. \"C000092055\"). Present when the query resolved via a fund ticker (ETF or mutual fund).",
+  "type": "string"
+}

Previous value: -"Fiscal year end (MM-DD format, e.g., \"09-26\" for September 26)."New value: +"Fiscal year end (MM-DD format, e.g., \"09-26\"). Absent for filers SEC records no fiscal year end for (e.g. private or pre-IPO entities)."

Added value: +{
+  "description": "SEC fund series ID (e.g. \"S000002839\"). Present when the query resolved via a fund ticker (ETF or mutual fund).",
+  "type": "string"
+}

Previous value: -[
-  "cik",
-  "name",
-  "tickers",
-  "exchanges",
-  "sic",
-  "sic_description",
-  "fiscal_year_end"
-]New value: +[
+  "cik",
+  "name",
+  "tickers",
+  "exchanges",
+  "sic",
+  "sic_description"
+]

Added value: +{
+  "description": "Guidance when include_filings=true but no filings matched the form_types filter.",
+  "type": "string"
+}

Previous value: -"Fiscal year end (MMDD format)."New value: +"Fiscal year end (MM-DD format, e.g., \"09-26\" for September 26)."

Previous value: -"Filing accession number."New value: +"Filing accession number, dash format (e.g., 0000320193-23-000106). Pass to secedgar_get_filing."

Previous value: -"Filing description."New value: +"SEC-provided filing description. Absent when SEC published none."

Previous value: -"Date filed."New value: +"Date the filing was submitted (YYYY-MM-DD)."

Previous value: -"Period of report."New value: +"Period of report (YYYY-MM-DD). Absent for filings without a reporting period (proxy statements, ownership reports)."

Previous value: -"State of incorporation."New value: +"State of incorporation (US two-letter code, e.g. \"DE\"). Omitted for some entities, including many foreign filers and individuals."

Added value: +"One filing record with form type, dates, and primary document."