edgar.tools SEC Intelligence

Get detailed profile for an investment adviser by CRD number. Includes firm info, AUM, client types, compensation, and compliance flags. Professional tier adds full executive list, private funds, and disciplinary details. Use search_advisers first to find the CRD number.

Get financial ratios for a company from its latest annual filing (10-K). Returns 12 ratios across profitability, returns, liquidity, and leverage. Use search_companies first to get the CIK.

Get insider trading activity (SEC Forms 3, 4, 5) for a company. Shows who's buying, selling, or exercising options — with transaction details and overall sentiment. Use search_companies first to get the CIK.

Get institutional holders (13F filers) for a stock from SEC filings. Shows which institutions own shares, how many, and what percentage. Includes ownership summary with total holders and top holder. Use search_companies first to get the ticker.

Args: ticker: Stock ticker symbol (e.g., "AAPL", "MSFT") quarter: Optional quarter filter like "2025Q4" or "2025-12-31". Defaults to the latest available quarter. limit: Max holders to return (default 20, max 100)

Get recent SEC filings from a real-time feed (48-hour window). Without filters, returns a summary of filing activity with notable highlights. With filters (form type, company), returns individual filings. Best for monitoring what's happening right now.

Get material events (8-K filings) for a company, with structured item classification. Shows M&A activity, leadership changes, earnings releases, bankruptcy, and other significant corporate events. Use search_companies first to get the CIK.

Get trailing twelve months (TTM) financial statements for a company. Returns line-item detail for income statement, balance sheet, and/or cash flow. TTM aggregates the most recent four quarters, giving an up-to-date annual view. Use search_companies first to get the CIK.

Args: cik: Company CIK number statement: Optional filter: "income_statement", "balance_sheet", or "cash_flow". Omit to get all three.

Search SEC-registered investment advisers by firm name or CRD number. Returns basic adviser info including AUM, location, and disciplinary flags. Use this to find an adviser before calling get_adviser_profile.

Search for SEC-registered companies by name, ticker symbol, or CIK number. Use this to resolve a company before calling other tools. Returns basic company info — not filings or financial data.

Search narrative text disclosures (XBRL TextBlock) across a company's filings. Finds revenue recognition policies, risk factors, segment details, and other narrative content in 10-K and 10-Q filings. Returns matching snippets with filing context. Automatically expands acronyms (AI, ESG, M&A) with synonyms. Use search_companies first to get the CIK.

Args: cik: Company CIK number query: Search keyword or phrase form: Optional "10-K" or "10-Q" filter year: Optional fiscal year filter max_results: Max results (default 10, max 25) diff_only: Only return results where terms appear in changed text vs prior year min_novelty: Minimum novelty score (0.0-1.0) to filter boilerplate