Previous value: -"Maximum number of transactions to return across all Form 4 filings fetched. Filings are scanned newest-first. Default 20."New value: +"Maximum number of transactions to return across all Form 4 filings fetched. Filings are scanned newest-first. Default 20. Capped at 100: a larger value, up to 1000, returns what 100 returns."

Previous value: -100New value: +1000

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: A call without a date window finds no Form 4 filings in the recent submissions window. `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: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: A call without a date window finds no Form 4 filings in the recent submissions window. `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: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: A call without a date window finds no Form 4 filings in the recent submissions window. `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: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: A call without a date window finds no Form 4 filings in the recent submissions window. `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: -[
-  "company_not_found",
-  "no_filings_found",
-  "rate_limited"
-]New value: +[
+  "company_not_found",
+  "no_filings_found",
+  "rate_limited",
+  "sec_unreachable"
+]

Previous value: -[
-  {
-    "not": {
-      "required": [
-        "error"
-      ]
-    },
-    "required": [
-      "issuer_name",
-      "issuer_cik",
-      "transactions",
-      "filings_scanned"
-    ]
-  },
-  {
-    "required": [
-      "error"
-    ]
-  }
-]New value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "issuer_name",
+      "issuer_cik",
+      "transactions",
+      "filings_scanned",
+      "filings_other_issuer"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Previous value: -"Canvas dataframe holding the full parsed transaction set from the scanned filings (the inline transactions[] is a preview capped at limit). Each row carries the issuer (issuer_cik, issuer_ticker) plus the transaction fields, so it aggregates net buy/sell by insider and joins across issuers. Query with secedgar_dataframe_query. Absent when canvas is unavailable or no transactions were parsed."New value: +"Dataframe of every parsed transaction, issuer keys on each row, for net buy/sell by insider and cross-issuer joins. 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 Form 4 filings exist beyond those parsed — past the newest-filings sample, or, with a date window, inside the window beyond the 100-filing cap or past the 10 archive pages read. Narrow the window to reach the rest."New value: +"True when Form 4 filings exist past those parsed (the newest-filings sample, or a window's 100-filing or 10-page cap); narrow the window to reach them."

Added value: +{
+  "description": "Scanned Form 4 filings naming a different issuer, filed by this company as a reporting owner of another (e.g., a 10% holder of a fund). They are that issuer's activity, so they add no transactions here or in the dataframe.",
+  "type": "number"
+}

Previous value: -"Number of Form 4 filings scanned to produce the result."New value: +"Form 4 filings scanned, including those in filings_other_issuer."

Previous value: -"Filing date of the oldest Form 4 parsed (YYYY-MM-DD). Present only when a date window was given; absent when the window held no Form 4 filing."New value: +"Filing date of the oldest Form 4 parsed (YYYY-MM-DD). Present only with a date window that held a Form 4."

Previous value: -"Guidance when results are empty after filtering — explains the filter applied and suggests alternatives."New value: +"Why the result is empty (the filter, or every scanned filing naming another issuer), and the dataframe pointer when staged."

Previous value: -"Insider transactions, newest filing first. Preview capped at `limit` — the full scanned set lives on the canvas dataframe (see `dataset`)."New value: +"Insider transactions, newest filing first, capped at limit; the dataframe holds the full parsed set."

Previous value: -"Whether shares were acquired or disposed. \"acquire\" = buy, award, exercise; \"dispose\" = sale, gift, return. Absent when shares_traded is absent."New value: +"\"acquire\" (buy, award, exercise) or \"dispose\" (sale, gift, return). Absent when shares_traded is."

Previous value: -"True for derivative security transactions (options, RSUs, convertible notes). False for direct equity transactions."New value: +"True for derivative securities (options, RSUs, convertible notes); false for direct equity."

Previous value: -"Nature of indirect ownership (e.g., \"By Trust\", \"By Spouse\"). Only present when ownership_type is indirect."New value: +"Nature of indirect ownership (e.g., \"By Trust\"). Present only when ownership_type is indirect."

Previous value: -"D = direct ownership, I = indirect (through a trust, family member, etc.). Absent when not reported."New value: +"Direct, or indirect (through a trust, family member, etc.). Absent when not reported."

Previous value: -"Price per share in USD. 0 for gifts and RSU awards (no cash consideration). Absent when not reported."New value: +"Price per share in USD; 0 for gifts and RSU awards. Absent when not reported."

Previous value: -"Total shares owned after this transaction, as reported. Absent when omitted by the filer."New value: +"Shares owned after this transaction, as reported. Absent when omitted."

Previous value: -"Absolute number of shares involved (always positive). Absent when the filing omits this field. Use `direction` to distinguish acquisitions from disposals."New value: +"Shares involved, always positive; direction gives the sign. Absent when the filing omits it."

Previous value: -"Single-letter SEC transaction code: P = purchase, S = sale, M = exercise, A = award, G = gift, F = tax withholding, C = conversion, others exist."New value: +"SEC transaction code: P purchase, S sale, M exercise, A award, G gift, F tax withholding, C conversion, among others."

Previous value: -"Human-readable description of the transaction code (e.g., \"purchase\", \"sale\", \"conversion_of_derivative\")."New value: +"Plain-language name of the code (e.g., \"purchase\", \"conversion_of_derivative\")."

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only read Form 4 filings filed on or after this date (YYYY-MM-DD). A date window reaches filings older than the recent submissions window by paging into the archive, and with a canvas every Form 4 filed inside it is parsed, up to 100. Structured Form 4 XML begins in mid-2003, so an earlier window finds nothing."
+}

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only read Form 4 filings filed on or before this date (YYYY-MM-DD). Use alone or with filed_after. Without either bound the tool reads the newest Form 4 filings."
+}

Previous value: -"True when more recent Form 4 filings exist beyond the scanned window — the dataframe is a recent sample, not the issuer's full Form 4 history. Use secedgar_search_filings with forms=[\"4\"] for exhaustive coverage."New value: +"True when Form 4 filings exist beyond those parsed — past the newest-filings sample, or, with a date window, inside the window beyond the 100-filing cap or past the 10 archive pages read. Narrow the window to reach the rest."

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window. `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: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: A call without a date window finds no Form 4 filings in the recent submissions window. `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."

Added value: +{
+  "description": "Filing date of the oldest Form 4 parsed (YYYY-MM-DD). Present only when a date window was given; absent when the window held no Form 4 filing.",
+  "type": "string"
+}

Added value: +{
+  "description": "The issuer whose Form 4 filings to read — the company, not the reporting person. A ticker symbol (e.g., \"AAPL\"), a CIK with or without zero-padding (e.g., \"320193\" or \"0000320193\"), or a company name (current or former). A name matching several companies resolves to the top-ranked one — exact name first, then prefix, then substring — so pass a ticker or CIK when the issuer must be exact.",
+  "minLength": 1,
+  "type": "string"
+}

Removed value: -{
-  "description": "Company ticker symbol (e.g., \"AAPL\") or 10-digit CIK number (e.g., \"0000320193\"). The issuer, not the reporting person.",
-  "minLength": 1,
-  "type": "string"
-}

Previous value: -[
-  "ticker_or_cik"
-]New value: +[
+  "company"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The ticker or CIK does not resolve to a known company `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window. `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: -[
-  "company_not_found",
-  "no_filings_found"
-]New value: +[
+  "company_not_found",
+  "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_name",
+      "issuer_cik",
+      "transactions",
+      "filings_scanned"
+    ]
+  },
+  {
+    "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: `company_not_found`: The ticker or CIK does not resolve to a known company `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "company_not_found",
+            "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_name",
-  "issuer_cik",
-  "transactions",
-  "filings_scanned"
-]

Added value: +{
+  "description": "The limit cap applied.",
+  "type": "number"
+}

Added value: +{
+  "description": "Number of transactions shown inline.",
+  "type": "number"
+}

Added value: +{
+  "description": "True when the inline transactions[] was capped by limit.",
+  "type": "boolean"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Canvas dataframe holding the full parsed transaction set from the scanned filings (the inline transactions[] is a preview capped at limit). Each row carries the issuer (issuer_cik, issuer_ticker) plus the transaction fields, so it aggregates net buy/sell by insider and joins across issuers. Query with secedgar_dataframe_query. Absent when canvas is unavailable or no transactions were parsed.",
+  "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 more recent Form 4 filings exist beyond the scanned window — the dataframe is a recent sample, not the issuer's full Form 4 history. Use secedgar_search_filings with forms=[\"4\"] for exhaustive coverage.",
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "name",
+    "row_count",
+    "expires_at",
+    "truncated"
+  ],
+  "type": "object"
+}

Previous value: -"Insider transactions, newest filing first."New value: +"Insider transactions, newest filing first. Preview capped at `limit` — the full scanned set lives on the canvas dataframe (see `dataset`)."

Added value: +{
+  "description": "Whether shares were acquired or disposed. \"acquire\" = buy, award, exercise; \"dispose\" = sale, gift, return. Absent when shares_traded is absent.",
+  "enum": [
+    "acquire",
+    "dispose"
+  ],
+  "type": "string"
+}

Previous value: -"Shares involved. Negative = disposal (sale, return, gift), positive = acquisition. Absent when the filing omits this field."New value: +"Absolute number of shares involved (always positive). Absent when the filing omits this field. Use `direction` to distinguish acquisitions from disposals."