edgrapi-skills

Schedule 13D/13G filings, the disclosure anyone crossing 5% of a company's voting stock must make. A 13D signals possible activist intent; a 13G is a passive large holder. Each record has the issuer, CUSIP, reporting person(s), and exact percent of class. Pass identifier='latest' for the market-wide feed of new >5% stakes, or a ticker for the stakes indexed on that company.

Federal spending awards from USAspending.gov — contracts, grants, loans, and direct payments — normalized into flat JSON. Each carries the award id, recipient, amount, awarding agency, type, dates, place of performance, description, and the usaspending.gov link. Pick one category per call; leave dates off for the last year. Pairs with get_opportunities: the SAM solicitation, then who won the awards here.

CIK, legal name, SIC industry, fiscal-year end, exchanges and website for a ticker, resolved from SEC EDGAR submissions.

Congressional stock trades parsed from US House STOCK Act periodic transaction reports, normalized to flat JSON: member, state/district, ticker, buy or sell, the disclosed dollar range, transaction and disclosure dates, and a House disclosure PDF link. Pass a ticker for one stock, or omit it for the recent feed. House-only for now (Senate coming); amounts are ranges and disclosure lags the trade by up to 45 days.

8-K material events for a ticker as typed items (2.02 earnings, 5.02 executive change, 1.05 cybersecurity incident, 2.01 acquisition, etc.), each with a notable flag for the market-moving ones and a link to the filing. Pass item to filter to one event type (e.g. '4.02' for every restatement a company filed). Pass ticker='restatements' or 'auditor-changes' for the market-wide red-flag feed of recent item 4.02 / 4.01 8-Ks across all filers.

The text of one SEC filing document, fetched from the EDGAR archive by accession number (get it from get_filings). Omit file for the primary document (the 10-K, 8-K, Form 4...), or pass an exhibit filename. HTML is converted to plain text and returned in pages of max_chars; call again with offset = next_offset for the rest. Text documents only (HTML, XML, TXT).

Recent SEC filings for a ticker (10-K/10-Q/8-K) with filing/report dates and document links.

Form 144 notices for a ticker: an insider's declared intent to sell restricted or control stock, filed before the sale executes and later shows on a Form 4. Parsed: the seller, their relationship to the issuer, and each block (shares to be sold, aggregate market value, approximate sale date, exchange, broker).

Parsed Form D notices — the filing a company makes when it raises money in a private placement under a Regulation D exemption. Each carries the issuer, jurisdiction, industry, amount offered and sold, the exemption, related persons, and date of first sale. Pass a CIK (or ticker if public) for one issuer, or 'latest' for the market-wide feed of new private raises.

Normalized income statement, balance sheet, and cash flow for a US-listed ticker, parsed from SEC EDGAR XBRL. Counts as one request on the Edgrapi plan.

Federal grant funding opportunities from Grants.gov, normalized into flat JSON. Each carries the opportunity id and number, title, agency, status, open and close dates, the Assistance Listing (CFDA) numbers, and the grants.gov link. Defaults to open opportunities (posted + forecasted). Completes the gov-funding trio with get_opportunities (contracts) and get_awards (spending).

A fund's latest 13F portfolio parsed from the SEC information table: every position ranked by value, aggregated by CUSIP across sub-managers, options flagged put/call, and diffed against the prior quarter (new / added / reduced / exited). Identify the fund by a known name (berkshire, burry, ackman, bridgewater, citadel), a CIK, or a filer ticker (BRK-B).

Parsed SEC Form 4 insider trades for a ticker: owner, role, transaction code (P open-market purchase, S sale, A award, M exercise, F tax withholding), shares, price, dollar value, and a 10b5-1 plan flag. Code P is the only own-money buy signal; A/M/F are automatic compensation. Set form=3/5 for holdings statements or form=144 for notices of proposed sale (an intent-to-sell signal that precedes the Form 4). Pass ticker='latest' for the market-wide feed of the biggest open-market buys, or ticker='clusters' for companies where several insiders bought at once.

Federal lobbying registrations and quarterly reports from LDA.gov, newest first. Each filing carries the client who paid, the lobbying firm, income or expenses, issue codes and specific issues lobbied, government bodies contacted, the individual lobbyists, and the filing link. Use it to see who is lobbying on a company's behalf or on an issue.

Federal contract opportunities from SAM.gov — solicitations, presolicitations, sources-sought, and award notices — normalized into flat JSON. Each carries the notice id, title, solicitation number, posted date, type, set-aside, NAICS, place of performance, award (when present), a point of contact, and the sam.gov link. Leave the dates off for the recent feed; SAM caps a query window at one year.

Margins, returns (ROE/ROA), leverage and liquidity ratios for a ticker, derived from SEC EDGAR fundamentals, plus per-share figures (eps_diluted, book_value_per_share, shares_outstanding). Price-based ratios (P/E, P/B) aren't returned because EDGAR has no market price; divide your own price by the per-share figures.

Narrative sections from the latest 10-K/10-Q as clean text — Risk Factors (item 1A), MD&A (item 7), Business (item 1), etc. — or from an IPO registration statement (form 'S-1'): risk_factors, use_of_proceeds, mda, business, principal_stockholders, shares_eligible. Built for LLM/RAG equity research. Omit 'item' to list the available sections first. For a company that hasn't listed yet, pass its CIK as 'ticker'.

Common shares outstanding (latest + history) and public float for a ticker, from the SEC XBRL cover-page tags. Shares outstanding updates every 10-Q/10-K; public float is reported on the 10-K cover. The inputs for market-cap and free-float math.

The company's subsidiaries and their jurisdictions of incorporation, parsed from Exhibit 21 of its latest 10-K. Best-effort parse of an HTML exhibit; empty for filers that list only significant subsidiaries or file no Exhibit 21.

The full XBRL-to-JSON converter. By default returns a company's normalized income statement, balance sheet and cash flow across every reported period, plus a concept index of every us-gaap/dei tag it reports. Pass concept to pull the raw time series for any specific tag(s) beyond the curated fundamentals; pass accession for every concept reported in one specific filing.

Map any one of a ticker, CIK, or CUSIP to the canonical SEC entity: legal name, CIK, ticker(s), exchange, SIC industry and sector, state of incorporation, and location. The foundational lookup for identifying a filer.

Search the full text of every SEC filing since 2001 (the EDGAR full-text index). Returns matching filing documents with company, form, date, 8-K item codes, and a SEC.gov link. Quote a phrase for exact match; filter by form and date range.