Previous value: -"Pagination offset. For sort=relevance on a 2001-onward search, EDGAR pages server-side up to its 10,000-result cap. Everywhere else the offset indexes the rows this call assembled and sorted: a single 100-row window for date sorts and entity targeting, the full matched set on a pre-2001 archive path, or both together on a range that crosses 2001-01-01. Offsets at or past those rows return nothing even when total is larger — switch to sort=relevance for deep pagination on a 2001-onward search, narrow the search (forms, dates, entity targeting), or query the dataframe. On a crossing range the two sides are assembled unevenly — the archive side contributes every row it matched, the full-text side one window of its total — so once the window runs out the rows jump to the pre-2001 era with the remaining full-text matches absent from the middle; search the 2001-onward era on its own to page through those."New value: +"Pagination offset. For sort=relevance on a 2001-onward search, EDGAR pages server-side up to its 10,000-result cap, and the offset counts matching documents, not filings — EDGAR indexes each document of a filing separately — so a page lists the filings among its limit documents, which can be fewer than limit, and a filing whose matching documents straddle a page edge can recur on the next page; stepping by limit never skips one. Everywhere else the offset indexes the filings this call assembled and sorted: the filings of a single 100-document window for date sorts and entity targeting, the full matched set on a pre-2001 archive path, or both together on a range that crosses 2001-01-01. Offsets at or past those rows return nothing even when more filings match (a total above the rows fetched, or total_is_exact false) — switch to sort=relevance for deep pagination on a 2001-onward search, narrow the search (forms, dates, entity targeting), or query the dataframe. On a crossing range the two sides are assembled unevenly — the archive side contributes every row it matched, the full-text side the filings of one document window — so once the window runs out the rows jump to the pre-2001 era with the remaining full-text matches absent from the middle; search the 2001-onward era on its own to page through those."

Previous value: -"Canvas dataframe holding the fetched hits (full-text window, or the full pre-2001 archive match set), each tagged with its `source`. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. Query with secedgar_dataframe_query SQL."New value: +"Dataframe of every filing assembled (the full-text window, or the full pre-2001 match set). Absent when the rows fit inline, canvas is unavailable, or staging failed."

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 more matches exist beyond the materialized set — the full-text window was exceeded, or a pre-2001 archive scan hit its cap. Each row carries a `source` column so provenance survives into secedgar_dataframe_query."New value: +"True when matches exist beyond the staged rows: the full-text window was exceeded, or an archive scan hit its cap."

Previous value: -"The query as executed against EDGAR (ticker/cik: tokens resolved to entity names)."New value: +"The query as executed: a ticker:/cik: token shows as \"(entity scope: CIK …)\", a forms-only browse as \"(browse: forms …)\", and a pre-2001 range names its archive route and dates."

Previous value: -"Count of results by form type. Helps narrow follow-up searches."New value: +"Filings in hand by form: every row assembled (what a dataframe holds), not only the page shown. Sums to total when every matching filing is in hand and every row has a form."

Previous value: -"Guidance when no results were returned — echoes the query and suggests how to broaden."New value: +"Why nothing matched, what lies past a truncated list and how to reach it, or that offset passed the filings available."

Previous value: -"One matching filing hit."New value: +"One matching filing. period_ending, ticker, file_description, matched_documents, sic, and location are absent on pre-2001 archive rows (source submissions or full-index)."

Previous value: -"Filing accession number. Pass to secedgar_get_filing to retrieve the document text."New value: +"Accession number for secedgar_get_filing."

Previous value: -"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"SEC description of the first-ranked matching document (e.g., \"EX-99.1\"). Absent when SEC published none."

Previous value: -"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"Business location (state or country code). Absent when SEC has none."

Added value: +{
+  "description": "Documents of this filing that matched, in rank order; the dataframe holds their filenames as a comma-separated column.",
+  "items": {
+    "additionalProperties": false,
+    "description": "One document of this filing that matched the query.",
+    "properties": {
+      "name": {
+        "description": "Document filename — pass as secedgar_get_filing document to read it.",
+        "type": "string"
+      },
+      "type": {
+        "description": "EDGAR document type (e.g., \"EX-99.1\"), telling body from exhibit. Absent when the index has none.",
+        "type": "string"
+      }
+    },
+    "required": [
+      "name"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Previous value: -"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports) and for all pre-2001 archive-sourced rows (source submissions/full-index), which carry no period field. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"Period the filing reports on (YYYY-MM-DD). Absent for forms without one (proxy statements, ownership reports)."

Previous value: -"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"SIC industry code. Absent for filers without one."

Previous value: -"Which EDGAR backend served this row: \"efts\" (2001+ full-text index), \"submissions\" (a pre-2001 entity-scoped filing history), or \"full-index\" (a pre-2001 unscoped quarterly index browse). A date range crossing 2001-01-01 is split at the boundary and returns rows of two sources in one result set, so read this per row rather than per result. Provenance is carried into the canvas dataframe as a `source` column."New value: +"\"efts\" (2001+ full-text), \"submissions\" (pre-2001 entity history), or \"full-index\" (pre-2001 quarterly index). A range crossing 2001-01-01 mixes sources; total sums its archive rows and the filings of one 100-document full-text window. Also a dataframe column."

Previous value: -"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, filings whose display name omits the ticker parenthetical, and all pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."New value: +"Primary ticker; the first class for multi-class issuers (BRK-A / BRK-B). Absent for private filers, foreign filers without a US listing, and display names that omit it."

Previous value: -"Present only on the pre-2001 entity-scoped free-text path, where no full-text index exists and terms are matched by reading documents. Reports the scan's shape so a partial read is never presented as a complete one. Each document read is the whole accession .txt — SEC's original flat-submission format concatenates every exhibit into one file, and pre-1997 filings expose no per-document URL at all — so a match may sit in an attached exhibit rather than the body of the requested form. Absent on every other path."New value: +"Pre-2001 entity-scoped free-text path only. Each candidate's whole accession .txt is read, so a match may sit in an exhibit rather than the body of the requested form."

Previous value: -"Filings the form + date pre-filter selected before any document was read."New value: +"Filings the form and date pre-filter selected."

Previous value: -"True when candidates exceeded the document cap, so the unscanned remainder may hold further matches — narrow the form or date filter to bring them into range."New value: +"True when candidates exceeded the 50-document cap; unread filings may match, so narrow forms or dates."

Previous value: -"Scanned filings whose text satisfied the query terms."New value: +"Scanned filings whose text satisfied the query."

Previous value: -"Candidate documents actually fetched and matched against. Capped at 50 per call."New value: +"Candidates fetched and matched, at most 50 per call."

Previous value: -"Total matching filings, which can exceed the rows returned inline or materialized. On the full-text (2001+) path this is capped at 10,000; entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so it is the entity's exact match count up to the cap. On a pre-2001 archive path it is the exact count within the scanned window (see total_is_exact). On a range crossing 2001-01-01 it is the sum of both eras' counts."New value: +"Matching filings, one per accession; can exceed the rows returned. A search with terms counts the filings among the full-text documents fetched (100 per request): a lower bound unless total_is_exact. A forms- or entity-only browse from 2001 on gives EDGAR's own count; earlier ranges count rows read."

Added value: +{
+  "description": "EDGAR's count of matching full-text documents, capped at 10,000. A search counts a filing once per matching document; a browse matches one document per filing. Absent on pure pre-2001 archive paths.",
+  "type": "number"
+}

Previous value: -"False when total is a lower bound — the full-text path hit its 10,000 cap, a pre-2001 archive scan hit its page/quarter cap before exhausting the range, or a pre-2001 local text scan hit its document cap (scan.capped)."New value: +"False when total is a lower bound: a search with terms whose 100-document window missed matches (or a relevance page past offset 0), EDGAR's 10,000 cap, or a pre-2001 archive or text scan that hit its cap. True does not mean every match is in the rows: a browse total can exceed the window."

Previous value: -"True when results were capped by limit."New value: +"True when more filings match than are shown: limit capped the list, or total is a lower bound."

Removed value: -{
-  "anyOf": [
-    {
-      "const": "",
-      "type": "string"
-    },
-    {
-      "description": "YYYY-MM-DD",
-      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-      "type": "string"
-    }
-  ],
-  "description": "End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering."
-}

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). This tool filters by date only with both bounds — pair it with filed_before."
+}

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). This tool filters by date only with both bounds — pair it with filed_after."
+}

Removed value: -{
-  "anyOf": [
-    {
-      "const": "",
-      "type": "string"
-    },
-    {
-      "description": "YYYY-MM-DD",
-      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-      "type": "string"
-    }
-  ],
-  "description": "Start of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering."
-}

Previous value: -"Machine-readable failure mode. Declared by this tool: `invalid_date_range`: Only one of start_date or end_date was provided `unresolved_ticker`: A ticker: targeting token in the query does not resolve to a known company `invalid_cik`: A cik: targeting token in the query is not a 1-10 digit number `entity_not_found`: A cik: targeting token on a pre-2001 date range names a CIK with no EDGAR submissions history `missing_criteria`: Neither a full-text query nor a forms filter was provided (a date range cannot stand alone) `pre2001_full_text_unscoped`: A date range reaching before 2001-01-01 carries free-text terms with no entity scope — no pre-2001 full-text index exists, and nothing bounds a local scan Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `invalid_date_range`: Only one of filed_after or filed_before was provided. `unresolved_ticker`: A ticker: targeting token in the query does not resolve to a known company. `invalid_cik`: A cik: targeting token in the query is not a 1-10 digit number. `entity_not_found`: A cik: targeting token on a pre-2001 date range names a CIK with no EDGAR submissions history. `missing_criteria`: Neither a full-text query nor a forms filter was provided (a date range cannot stand alone). `pre2001_full_text_unscoped`: A date range reaching before 2001-01-01 carries free-text terms with no entity scope — no pre-2001 full-text index exists, and nothing bounds a local scan. `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: -[
-  "invalid_date_range",
-  "unresolved_ticker",
-  "invalid_cik",
-  "entity_not_found",
-  "missing_criteria",
-  "pre2001_full_text_unscoped"
-]New value: +[
+  "invalid_date_range",
+  "unresolved_ticker",
+  "invalid_cik",
+  "entity_not_found",
+  "missing_criteria",
+  "pre2001_full_text_unscoped",
+  "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: -"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. The EFTS index that serves free text starts at 2001-01-01; a date range reaching earlier needs ticker:/cik: entity scope, which lets the tool read that entity's filings and match the terms locally (bounded to 50 documents, a few seconds at SEC's request rate), or drop the text terms to browse by form and date. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default. The pre-2001 local scan honors the same phrase / OR / exclusion / wildcard syntax."New value: +"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. The EFTS index that serves free text starts at 2001-01-01; a date range reaching earlier needs ticker:/cik: entity scope, which lets the tool read that entity's filings and match the terms locally (bounded to 50 documents, a few seconds at SEC's request rate), or drop the text terms to browse by form and date. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default. A multi-class share ticker resolves in either form — ticker:BRK-B and ticker:BRK.B scope to the same issuer. The pre-2001 local scan honors the same phrase / OR / exclusion / wildcard syntax."

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": [
+      "total",
+      "total_is_exact",
+      "results",
+      "effectiveQuery"
+    ]
+  },
+  {
+    "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: `invalid_date_range`: Only one of start_date or end_date was provided `unresolved_ticker`: A ticker: targeting token in the query does not resolve to a known company `invalid_cik`: A cik: targeting token in the query is not a 1-10 digit number `entity_not_found`: A cik: targeting token on a pre-2001 date range names a CIK with no EDGAR submissions history `missing_criteria`: Neither a full-text query nor a forms filter was provided (a date range cannot stand alone) `pre2001_full_text_unscoped`: A date range reaching before 2001-01-01 carries free-text terms with no entity scope — no pre-2001 full-text index exists, and nothing bounds a local scan Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "invalid_date_range",
+            "unresolved_ticker",
+            "invalid_cik",
+            "entity_not_found",
+            "missing_criteria",
+            "pre2001_full_text_unscoped"
+          ],
+          "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: -[
-  "total",
-  "total_is_exact",
-  "results",
-  "effectiveQuery"
-]

Previous value: -"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A. Ownership forms (3, 4, 5) are indexed by the reporting person (e.g., \"LEVINSON ARTHUR D\"), not the issuer — rows carry no transaction code, share count, or price. Use secedgar_get_insider_transactions to retrieve parsed ownership XML with person, relationship, transaction code, shares, and price."New value: +"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A. SEC renamed the blockholder schedules on 2024-12-18 — filings before that date are \"SC 13D\"/\"SC 13G\", filings after are \"SCHEDULE 13D\"/\"SCHEDULE 13G\" — so a filter spanning that boundary must list both spellings. Ownership forms (3, 4, 5) are indexed by the reporting person (e.g., \"LEVINSON ARTHUR D\"), not the issuer — rows carry no transaction code, share count, or price. Use secedgar_get_insider_transactions to retrieve parsed ownership XML with person, relationship, transaction code, shares, and price."

Previous value: -"Pagination offset. For sort=relevance, EDGAR pages server-side up to its 10,000-result cap. For date sorts (the default) and entity targeting, the tool fetches a single 100-row window and slices it client-side — offsets at or past the window return nothing; switch to sort=relevance for deep pagination, or narrow the search (forms, dates, entity targeting)."New value: +"Pagination offset. For sort=relevance on a 2001-onward search, EDGAR pages server-side up to its 10,000-result cap. Everywhere else the offset indexes the rows this call assembled and sorted: a single 100-row window for date sorts and entity targeting, the full matched set on a pre-2001 archive path, or both together on a range that crosses 2001-01-01. Offsets at or past those rows return nothing even when total is larger — switch to sort=relevance for deep pagination on a 2001-onward search, narrow the search (forms, dates, entity targeting), or query the dataframe. On a crossing range the two sides are assembled unevenly — the archive side contributes every row it matched, the full-text side one window of its total — so once the window runs out the rows jump to the pre-2001 era with the remaining full-text matches absent from the middle; search the 2001-onward era on its own to page through those."

Previous value: -"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. Full-text terms match only filings from 2001 onward (the EFTS index floor); for a pre-2001 date range, drop the text terms (browse by form/date) or add ticker:/cik: entity scope. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default."New value: +"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. The EFTS index that serves free text starts at 2001-01-01; a date range reaching earlier needs ticker:/cik: entity scope, which lets the tool read that entity's filings and match the terms locally (bounded to 50 documents, a few seconds at SEC's request rate), or drop the text terms to browse by form and date. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default. The pre-2001 local scan honors the same phrase / OR / exclusion / wildcard syntax."

Previous value: -"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none, and for pre-2001 archive-sourced rows."New value: +"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."

Previous value: -"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows."New value: +"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."

Previous value: -"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports) and for all pre-2001 archive-sourced rows (source submissions/full-index), which carry no period field."New value: +"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports) and for all pre-2001 archive-sourced rows (source submissions/full-index), which carry no period field. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."

Previous value: -"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows."New value: +"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."

Previous value: -"Which EDGAR backend served this row: \"efts\" (2001+ full-text index), \"submissions\" (a pre-2001 entity-scoped filing history), or \"full-index\" (a pre-2001 unscoped quarterly index browse). Provenance is carried into the canvas dataframe as a `source` column."New value: +"Which EDGAR backend served this row: \"efts\" (2001+ full-text index), \"submissions\" (a pre-2001 entity-scoped filing history), or \"full-index\" (a pre-2001 unscoped quarterly index browse). A date range crossing 2001-01-01 is split at the boundary and returns rows of two sources in one result set, so read this per row rather than per result. Provenance is carried into the canvas dataframe as a `source` column."

Previous value: -"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, filings whose display name omits the ticker parenthetical, and all pre-2001 archive-sourced rows. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."New value: +"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, filings whose display name omits the ticker parenthetical, and all pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."

Added value: +{
+  "additionalProperties": false,
+  "description": "Present only on the pre-2001 entity-scoped free-text path, where no full-text index exists and terms are matched by reading documents. Reports the scan's shape so a partial read is never presented as a complete one. Each document read is the whole accession .txt — SEC's original flat-submission format concatenates every exhibit into one file, and pre-1997 filings expose no per-document URL at all — so a match may sit in an attached exhibit rather than the body of the requested form. Absent on every other path.",
+  "properties": {
+    "candidates": {
+      "description": "Filings the form + date pre-filter selected before any document was read.",
+      "type": "number"
+    },
+    "capped": {
+      "description": "True when candidates exceeded the document cap, so the unscanned remainder may hold further matches — narrow the form or date filter to bring them into range.",
+      "type": "boolean"
+    },
+    "matched": {
+      "description": "Scanned filings whose text satisfied the query terms.",
+      "type": "number"
+    },
+    "scanned": {
+      "description": "Candidate documents actually fetched and matched against. Capped at 50 per call.",
+      "type": "number"
+    }
+  },
+  "required": [
+    "candidates",
+    "scanned",
+    "matched",
+    "capped"
+  ],
+  "type": "object"
+}

Previous value: -"Total matching filings. On the full-text (2001+) path this is capped at 10,000; entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so it is the entity's exact match count up to the cap. On a pre-2001 archive path it is the exact count within the scanned window (see total_is_exact)."New value: +"Total matching filings, which can exceed the rows returned inline or materialized. On the full-text (2001+) path this is capped at 10,000; entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so it is the entity's exact match count up to the cap. On a pre-2001 archive path it is the exact count within the scanned window (see total_is_exact). On a range crossing 2001-01-01 it is the sum of both eras' counts."

Previous value: -"False when total is a lower bound — the full-text path hit its 10,000 cap, or a pre-2001 archive scan hit its page/quarter cap before exhausting the range."New value: +"False when total is a lower bound — the full-text path hit its 10,000 cap, a pre-2001 archive scan hit its page/quarter cap before exhausting the range, or a pre-2001 local text scan hit its document cap (scan.capped)."

Previous value: -"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default."New value: +"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. Full-text terms match only filings from 2001 onward (the EFTS index floor); for a pre-2001 date range, drop the text terms (browse by form/date) or add ticker:/cik: entity scope. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default."

Previous value: -"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first."New value: +"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first. Pre-2001 archive results carry no relevance score either, so relevance collapses to date-descending there."

Previous value: -"Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-scoped server-side via the ciks param when ticker:/cik: was used) — query with secedgar_dataframe_query SQL."New value: +"Canvas dataframe holding the fetched hits (full-text window, or the full pre-2001 archive match set), each tagged with its `source`. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. Query with secedgar_dataframe_query SQL."

Previous value: -"True when EFTS reported more text matches than the window we already fetched — additional rows exist beyond the dataframe. Page further with `offset` for the inline view; the canvas dataframe is bounded by the single response window."New value: +"True when more matches exist beyond the materialized set — the full-text window was exceeded, or a pre-2001 archive scan hit its cap. Each row carries a `source` column so provenance survives into secedgar_dataframe_query."

Previous value: -"One matching filing hit from the full-text search index."New value: +"One matching filing hit."

Previous value: -"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none."New value: +"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none, and for pre-2001 archive-sourced rows."

Previous value: -"Business location (state or country code). Absent when SEC has no location for this filer."New value: +"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows."

Previous value: -"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports)."New value: +"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports) and for all pre-2001 archive-sourced rows (source submissions/full-index), which carry no period field."

Previous value: -"SIC industry code for the filer. Absent for filers without a classification."New value: +"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows."

Added value: +{
+  "description": "Which EDGAR backend served this row: \"efts\" (2001+ full-text index), \"submissions\" (a pre-2001 entity-scoped filing history), or \"full-index\" (a pre-2001 unscoped quarterly index browse). Provenance is carried into the canvas dataframe as a `source` column.",
+  "enum": [
+    "efts",
+    "submissions",
+    "full-index"
+  ],
+  "type": "string"
+}

Previous value: -"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, and filings whose display name omits the ticker parenthetical. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."New value: +"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, filings whose display name omits the ticker parenthetical, and all pre-2001 archive-sourced rows. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."

Previous value: -"Total matching filings (capped at 10,000). Entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so this is the entity's exact match count up to the cap."New value: +"Total matching filings. On the full-text (2001+) path this is capped at 10,000; entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so it is the entity's exact match count up to the cap. On a pre-2001 archive path it is the exact count within the scanned window (see total_is_exact)."

Previous value: -"False only when total hits the 10,000 cap."New value: +"False when total is a lower bound — the full-text path hit its 10,000 cap, or a pre-2001 archive scan hit its page/quarter cap before exhausting the range."

Added value: +[
+  {
+    "const": "",
+    "type": "string"
+  },
+  {
+    "description": "Full-text search query. Supports: exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND'd by default.",
+    "minLength": 1,
+    "type": "string"
+  }
+]

Previous value: -"Full-text search query. Supports: exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND'd by default."New value: +"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default."

Removed value: -1

Removed value: -"string"

Previous value: -"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters."New value: +"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first."

Removed value: -[
-  "query"
-]

Previous value: -"Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing. Under date sort, pagination is bounded to the first 100 hits."New value: +"Pagination offset. For sort=relevance, EDGAR pages server-side up to its 10,000-result cap. For date sorts (the default) and entity targeting, the tool fetches a single 100-row window and slices it client-side — offsets at or past the window return nothing; switch to sort=relevance for deep pagination, or narrow the search (forms, dates, entity targeting)."

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

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

Added value: +{
+  "description": "True when results were capped by limit.",
+  "type": "boolean"
+}

Previous value: -"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A."New value: +"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A. Ownership forms (3, 4, 5) are indexed by the reporting person (e.g., \"LEVINSON ARTHUR D\"), not the issuer — rows carry no transaction code, share count, or price. Use secedgar_get_insider_transactions to retrieve parsed ownership XML with person, relationship, transaction code, shares, and price."

Added value: +[
+  {
+    "const": "",
+    "type": "string"
+  },
+  {
+    "description": "YYYY-MM-DD",
+    "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+    "type": "string"
+  }
+]

Removed value: -"string"

Added value: +[
+  {
+    "const": "",
+    "type": "string"
+  },
+  {
+    "description": "YYYY-MM-DD",
+    "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+    "type": "string"
+  }
+]

Removed value: -"string"

Previous value: -"Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-filtered when ticker:/cik: was used) — query with secedgar_dataframe_query SQL."New value: +"Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-scoped server-side via the ciks param when ticker:/cik: was used) — query with secedgar_dataframe_query SQL."

Previous value: -"Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the sampled window of search results — a lower bound when more matches exist beyond the window."New value: +"Total matching filings (capped at 10,000). Entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so this is the entity's exact match count up to the cap."

Previous value: -"False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full match set."New value: +"False only when total hits the 10,000 cap."

Added value: +{
+  "description": "The query as executed against EDGAR (ticker/cik: tokens resolved to entity names).",
+  "type": "string"
+}

Added value: +{
+  "description": "Guidance when no results were returned — echoes the query and suggests how to broaden.",
+  "type": "string"
+}

Previous value: -[
-  "total",
-  "total_is_exact",
-  "results"
-]New value: +[
+  "total",
+  "total_is_exact",
+  "results",
+  "effectiveQuery"
+]

Previous value: -"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types."New value: +"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A."

Added value: +{
+  "additionalProperties": false,
+  "description": "Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-filtered when ticker:/cik: was used) — query with secedgar_dataframe_query SQL.",
+  "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 EFTS reported more text matches than the window we already fetched — additional rows exist beyond the dataframe. Page further with `offset` for the inline view; the canvas dataframe is bounded by the single response window.",
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "name",
+    "row_count",
+    "expires_at",
+    "truncated"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, and filings whose display name omits the ticker parenthetical. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed.",
+  "type": "string"
+}

Previous value: -"Results per page. Max 100. Default 20 to keep responses concise."New value: +"Results per page. Max 100."

Previous value: -"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 EFTS relevance hits — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Add ticker:/cik: targeting or tighten the query to keep matches under 100 if absolute recency matters."New value: +"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters."

Previous value: -"Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the EFTS sample window — a lower bound when more EFTS matches exist beyond the window."New value: +"Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the sampled window of search results — a lower bound when more matches exist beyond the window."

Previous value: -"False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full EFTS match set."New value: +"False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full match set."

Previous value: -"Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing."New value: +"Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing. Under date sort, pagination is bounded to the first 100 hits."

Added value: +{
+  "default": "filing_date_desc",
+  "description": "Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 EFTS relevance hits — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Add ticker:/cik: targeting or tighten the query to keep matches under 100 if absolute recency matters.",
+  "enum": [
+    "filing_date_desc",
+    "filing_date_asc",
+    "relevance"
+  ],
+  "type": "string"
+}

Previous value: -"Use with secedgar_get_filing to retrieve content."New value: +"Filing accession number. Pass to secedgar_get_filing to retrieve the document text."

Previous value: -"Company CIK."New value: +"Filing entity CIK, zero-padded to 10 digits."

Previous value: -"Filing entity name."New value: +"Filing entity, with ticker/CIK parentheticals stripped."

Previous value: -"Document description."New value: +"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none."

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

Previous value: -"Form type."New value: +"Form type (e.g. \"10-K\"). Absent for hits where the index lacks a form tag."

Previous value: -"Business location."New value: +"Business location (state or country code). Absent when SEC has no location for this filer."

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

Previous value: -"SIC code."New value: +"SIC industry code for the filer. Absent for filers without a classification."

Previous value: -"Total matching filings (capped at 10,000)."New value: +"Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the EFTS sample window — a lower bound when more EFTS matches exist beyond the window."

Previous value: -"False when total hits the 10,000 cap."New value: +"False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full EFTS match set."

Added value: +"One matching filing hit from the full-text search index."

Previous value: -"Pagination offset. Increment by limit for next page. Hard cap at 10,000 total results."New value: +"Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing."

Previous value: -9007199254740991New value: +9999