Previous value: -"Dataframe with one row per reporting person across parsed filings; joins insider and 13F dataframes on issuer_cik. Absent when canvas is unavailable or nothing parsed."New value: +"Dataframe with one row per reporting person across parsed filings; joins insider dataframes on issuer_cik, and 13F and NPORT-P dataframes on cusip. Absent when canvas is unavailable or nothing parsed."

Previous value: -"Number of successfully parsed filings naming the requested issuer to return, newest first. Other-issuer schedules and failed documents do not consume this limit; at most 50 documents are examined. Default 10."New value: +"Number of successfully parsed filings naming the requested issuer to return, newest first. Other-issuer schedules and failed documents do not consume this limit; at most 50 documents are examined. Default 10. Capped at 20: a larger value, up to 1000, returns what 20 returns."

Previous value: -20New value: +1000

Previous value: -"Number of filings to fetch and parse, newest first. Each filing is a separate document fetch, so this is the cost of the call as well as its depth. Default 10; a widely-held company can have dozens of blockholder filings a year."New value: +"Number of successfully parsed filings naming the requested issuer to return, newest first. Other-issuer schedules and failed documents do not consume this limit; at most 50 documents are examined. Default 10."

Previous value: -[
-  {
-    "not": {
-      "required": [
-        "error"
-      ]
-    },
-    "required": [
-      "issuer",
-      "issuer_cik",
-      "issuer_name",
-      "form_kind",
-      "total_structured_filings",
-      "filings_parsed",
-      "structured_coverage_from",
-      "legacy_filings_before_coverage",
-      "filings"
-    ]
-  },
-  {
-    "required": [
-      "error"
-    ]
-  }
-]New value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "issuer",
+      "issuer_cik",
+      "issuer_name",
+      "form_kind",
+      "total_structured_filings",
+      "filings_parsed",
+      "filings_examined",
+      "filings_excluded_other_issuer",
+      "filings_not_examined",
+      "filings_failed",
+      "partial",
+      "structured_coverage_from",
+      "legacy_filings_before_coverage",
+      "filings"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Previous value: -"The limit cap applied."New value: +"Result limit or document ceiling that stopped scanning."

Previous value: -"True when more structured filings exist than limit fetched."New value: +"True when indexed schedules remain unexamined after the result limit or scan ceiling."

Added value: +{
+  "description": "Matches + exclusions + failures; at most 50 documents.",
+  "type": "number"
+}

Added value: +{
+  "description": "Schedules naming another issuer; no rows returned.",
+  "type": "number"
+}

Added value: +{
+  "description": "Failures in scan order; successes retained.",
+  "items": {
+    "additionalProperties": false,
+    "description": "One failed document.",
+    "properties": {
+      "accession_number": {
+        "description": "Accession to inspect with secedgar_get_filing.",
+        "type": "string"
+      },
+      "reason": {
+        "description": "Document returned 404, or could not be parsed with a usable issuer CIK.",
+        "enum": [
+          "document_not_found",
+          "unparseable"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "accession_number",
+      "reason"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Added value: +{
+  "description": "Indexed schedules beyond the result limit or 50-document ceiling.",
+  "type": "number"
+}

Previous value: -"Filings fetched and parsed: total_structured_filings capped by limit."New value: +"Matching parsed filings, capped by limit."

Previous value: -"Guidance when no filings matched, naming the coverage boundary and the fallback."New value: +"Exclusions, document recovery, scan bounds, and dataframe guidance."

Added value: +{
+  "description": "True when filings_failed is nonempty, independently of truncation.",
+  "type": "boolean"
+}

Previous value: -"Structured 13D/13G filings matching form_kind in the recent submissions window, before limit."New value: +"Indexed 13D/13G schedules matching form/amendment filters in the recent submissions window."

Previous value: -"True when filings were capped by limit."New value: +"True when schedules remain unexamined after the result limit or 50-document ceiling."

Previous value: -"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies. `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind. `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: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies. `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind. `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: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies. `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind. `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: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies. `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind. `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: -[
-  "issuer_not_found",
-  "ambiguous_issuer",
-  "no_filings_found",
-  "rate_limited"
-]New value: +[
+  "issuer_not_found",
+  "ambiguous_issuer",
+  "no_filings_found",
+  "rate_limited",
+  "sec_unreachable"
+]

Previous value: -"Canvas dataframe holding one row per reporting person across every parsed filing, each row carrying the issuer, form, accession, and dates alongside the person's powers. Joins against the insider and 13F dataframes on issuer_cik. Absent when canvas is unavailable or nothing parsed."New value: +"Dataframe with one row per reporting person across parsed filings; joins insider and 13F dataframes on issuer_cik. Absent when canvas is unavailable or nothing parsed."

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 issuer has more structured filings than limit fetched — the dataframe holds the parsed filings only, not the whole history."New value: +"True when more structured filings exist than limit fetched."

Previous value: -"Date of the event that required the filing (YYYY-MM-DD) — when the position actually crossed or changed, which precedes filing_date. Absent when the cover page omits it."New value: +"Date of the event that required the filing (YYYY-MM-DD). Absent when the cover page omits it."

Previous value: -"Item 4 purpose-of-transaction prose — what the holder says it intends. Present on 13D filings only; 13G has no such field, which is what makes it the passive form. Absent on an amendment that restates no purpose."New value: +"Item 4 purpose of transaction, 13D only. Absent on 13G and on an amendment that restates none."

Previous value: -"True when purpose_of_transaction was clipped to fit — read the full item with secedgar_get_filing on this accession number."New value: +"True when purpose_of_transaction was clipped; read the full item with secedgar_get_filing."

Previous value: -"Every reporting person on this filing. A joint filing lists a fund, its adviser, and its controlling principal separately, each reporting the same underlying shares."New value: +"Every reporting person; a joint filing lists a fund, its adviser, and its principal separately, each reporting the same shares."

Previous value: -"Shares beneficially owned by this person. Absent when the person reports no amount, which happens on an exit amendment reporting a zero position."New value: +"Shares beneficially owned by this person. Absent when none is reported, as on an exit amendment."

Previous value: -"Reporting person CIK, when the schedule carries one. SCHEDULE 13G never does — its cover page has no CIK field — so this is populated on 13D filings only."New value: +"Reporting person CIK. 13D only; the 13G cover page has no CIK field."

Previous value: -"SEC citizenship or place-of-organization code — a US state (\"DE\"), or an SEC country code (\"X1\" United States, \"E9\" Cayman Islands)."New value: +"SEC citizenship or place-of-organization code: a US state (\"DE\") or SEC country code (\"E9\" Cayman Islands)."

Previous value: -"True when the reported aggregate deliberately excludes shares this person disclaims beneficial ownership of. Absent when the filing does not answer."New value: +"True when the aggregate excludes shares this person disclaims. Absent when the filing does not say."

Previous value: -"The filer's own cover-page footnote, usually the share count the percentage was computed against. Clipped when long — the full text is in the filing."New value: +"The filer's cover-page footnote, often the share count behind the percentage. Clipped when long."

Previous value: -"Percent of the class this person beneficially owns (0-100), as this person reports it. Per person, not per filing: joint filers report overlapping shares, so these do not sum to a group total."New value: +"Percent of the class this person beneficially owns (0-100). Joint filers report overlapping shares, so these do not sum."

Previous value: -"SEC type-of-reporting-person codes — IN individual, CO corporation, PN partnership, IA investment adviser, HC holding company, OO other. One person can carry several."New value: +"SEC reporting-person codes: IN individual, CO corporation, PN partnership, IA investment adviser, HC holding company, OO other."

Previous value: -"Title of the class of securities the schedule covers. A multi-class issuer has a separate schedule per class, so percentages are of this class only."New value: +"Class of securities the schedule covers; percentages are of this class only."

Previous value: -"Filings actually fetched and parsed — total_structured_filings capped by limit."New value: +"Filings fetched and parsed: total_structured_filings capped by limit."

Previous value: -"Legacy SC 13D / SC 13G filings in the issuer's recent submissions window — pre-2024-12-18 stakes this tool cannot parse. Reach them with secedgar_search_filings and read them with secedgar_get_filing. A floor, not a lifetime count: the submissions window holds the last year or 1,000 filings of every type, whichever is more."New value: +"Legacy SC 13D / SC 13G filings (pre-2024-12-18) in the recent submissions window, which this tool cannot parse; find them with secedgar_search_filings. A floor: the window holds the last year or 1,000 filings."

Previous value: -"Guidance when no filings matched — names the coverage boundary and the fallback."New value: +"Guidance when no filings matched, naming the coverage boundary and the fallback."

Previous value: -"First filing date on which SEC required this XML format (YYYY-MM-DD). Blockholder filings before it exist but are not parseable into this schema."New value: +"First date SEC required this XML format (YYYY-MM-DD); earlier blockholder filings cannot be parsed here."

Previous value: -"Structured SCHEDULE 13D/13G filings matching the form filter in the issuer's recent submissions window, before the limit. The population the returned filings are the newest slice of."New value: +"Structured 13D/13G filings matching form_kind in the recent submissions window, before limit."

Previous value: -"Legacy SC 13D / SC 13G filings in the issuer's recent submissions window — pre-2024-12-18 stakes this tool cannot parse. Reach them with secedgar_search_filings and read them with secedgar_get_filing. A floor, not a lifetime count: the submissions window holds roughly the last thousand filings of every type."New value: +"Legacy SC 13D / SC 13G filings in the issuer's recent submissions window — pre-2024-12-18 stakes this tool cannot parse. Reach them with secedgar_search_filings and read them with secedgar_get_filing. A floor, not a lifetime count: the submissions window holds the last year or 1,000 filings of every type, whichever is more."

Previous value: -"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company `ambiguous_issuer`: The issuer name matches several EDGAR companies `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies. `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind. `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: -[
-  "issuer_not_found",
-  "ambiguous_issuer",
-  "no_filings_found"
-]New value: +[
+  "issuer_not_found",
+  "ambiguous_issuer",
+  "no_filings_found",
+  "rate_limited"
+]

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: -"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": [
+      "issuer",
+      "issuer_cik",
+      "issuer_name",
+      "form_kind",
+      "total_structured_filings",
+      "filings_parsed",
+      "structured_coverage_from",
+      "legacy_filings_before_coverage",
+      "filings"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

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: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company `ambiguous_issuer`: The issuer name matches several EDGAR companies `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "issuer_not_found",
+            "ambiguous_issuer",
+            "no_filings_found"
+          ],
+          "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"
+}

Removed value: -[
-  "issuer",
-  "issuer_cik",
-  "issuer_name",
-  "form_kind",
-  "total_structured_filings",
-  "filings_parsed",
-  "structured_coverage_from",
-  "legacy_filings_before_coverage",
-  "filings"
-]