Edgar Filing Text
edgar_filing_textAUTHORITATIVE full text of a SEC filing's primary document (10-K / 10-Q / 8-K body), HTML stripped to clean plaintext — the source for disclosures that live in prose, not XBRL: going-concern language, ATM / at-the-market equity facilities, committed-equity share caps, public-float figures, subsequent events, the liquidity footnote, and MD&A KPIs XBRL never tags (test volume, units shipped, subscriber counts, same-store sales). Pass an accession (from edgar_search_filings / edgar_company_filings) plus the filer's ticker or CIK; OR omit accession and pass ticker + form_type to auto-resolve the latest matching filing. For a specific fact inside a long filing, pass search (a word or exact phrase, e.g. "tests processed" or "processed approximately") instead of paging blind — it scans the WHOLE document (before any offset/max_chars windowing) and returns every matching passage with surrounding context and its own offset in the document, so a KPI ~100k characters in is found in one call instead of paging through max_chars windows by hand. A zero-match search is a real answer (the filing does not use that exact wording) — retry with a shorter or different phrase rather than assuming the tool failed. Optionally set section to return just one part (going_concern | liquidity | capital_resources | subsequent_events); search runs within that slice when both are given. Large docs (a 10-Q is ~100k+ chars of text) are PAGED, not spilled, when search is not used: the result caps at max_chars (default 50000) from offset, and returns truncated + next_offset — pass next_offset back as offset to read the next window. An especially large filing (e.g. an S-1 with heavy inline-XBRL tagging can exceed 10MB of raw HTML) is also capped on the READ side — the response sets raw_truncated:true when only the first portion of the document was read at all, which bounds how far offset can page (and how far search can scan) and can make a late section or search term come back not-found even though it exists further in. Use for "does $TICKER disclose substantial doubt / going concern", "what ATM facility does $TICKER have", "read the liquidity section of the latest 10-Q", "how many tests did $TICKER process this quarter". For the list of documents/exhibits in a filing use edgar_filing_documents; for structured financial numbers use edgar_company_concept.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | No | Filer CIK number (e.g. "1652935"). Provide this OR ticker. | |
| find | No | Alias for `search`. | |
| offset | No | Character offset to start from (default 0). Pass the prior result's next_offset to page forward. | |
| phrase | No | Alias for `search`. | |
| search | No | Find a specific fact instead of paging blind. Pass a short 2-4 word phrase likely to appear VERBATIM in the prose ("processed approximately", "tests processed", "going concern") rather than restating the question. Case-insensitive substring match over the WHOLE document text (or the whole `section` slice), run BEFORE max_chars/offset windowing; returns matching passages (context + their own offset) instead of the paged `text`, ranking passages with a nearby figure first. If a multi-word phrase has no verbatim match, it falls back to the phrase's individual words and returns the passages holding the most of them (search.match_mode "words") — read those passages for the fact rather than treating them as confirmed. Use a returned offset with a follow-up call (no `search`) to read more surrounding text. Accepted aliases: `contains`, `find`, `phrase`. | |
| ticker | No | Filer ticker (e.g. "ACTU"). Provide this OR cik. ONLY pass a ticker you are CERTAIN of — a wrong remembered ticker silently retrieves a DIFFERENT company's filing as a clean success (a "SpaceX" question filled with SPCE returns Virgin Galactic's S-1). For a recent IPO or any uncertain ticker, resolve first: edgar_company_filings accepts the company NAME and returns the cik — pass that cik here. | |
| section | No | Return only this section (located by heading). Omit for the whole document. Unmatched sections fall back to the whole document (section_found:false). | |
| contains | No | Alias for `search`. | |
| accession | No | SEC accession number, dashed or not (e.g. "0001683168-26-003909"). Omit to auto-resolve the latest filing of form_type for the given ticker/cik. | |
| form_type | No | When accession is omitted, the form type of the latest filing to fetch — "10-K", "10-Q", "8-K", "DEF 14A", etc. For "the most recent 10-K OR 10-Q" (or any "whichever of these is newer" question), pass a `|`-separated SET, e.g. "10-K|10-Q" — do NOT guess a single type ("10-K" by habit skips a newer 10-Q) and do NOT omit this field to get "any type", since a company files far more 8-Ks/Form 4s/Form 144s between annual or quarterly reports than it files the reports themselves and an empty form_type returns the single most recent filing of ANY kind (verified live 2026-09-25, fleet #2450: NTRA's single most recent SEC filing was a Form 144 insider-sale notice, filed weeks after its real 10-Q and completely unrelated to the question asked). | |
| max_chars | No | Max characters to return in this page (1000–100000, default 50000). Doc text past this is available via next_offset. | |
| ticker_or_cik | No | Alias for `ticker` / `cik` — the single-argument spelling edgar_company_filings and edgar_insider_transactions use. Takes either a ticker or a CIK. |