edgar_filing
Retrieve and examine any SEC filing. Returns structured context with key data, extracted financials, and next steps based on company and form type or accession number.
Instructions
Use this to examine any SEC filing. Returns structured context: what the filing is, key data, and available next steps. If the filing has a typed data object (10-K, 10-Q, 8-K, Form 4, 13F, DEF 14A, etc.), returns extracted financials, sections, ownership, transactions, etc.
Two ways to specify the filing:
By company + form type: identifier="AAPL", form="10-K" (gets the latest)
By accession number or URL: input="0000320193-23-000077"
Examples:
Apple's latest 10-K: identifier="AAPL", form="10-K"
Latest 8-K: identifier="TSLA", form="8-K"
By accession: input="0000320193-23-000077"
From URL: input="https://www.sec.gov/Archives/edgar/data/320193/000032019323000077/..."
Minimal overview: identifier="MSFT", form="10-Q", detail="minimal"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| form | No | Form type (10-K, 10-Q, 8-K, DEF 14A, 4, 13F-HR, etc.). Used with 'identifier'. | |
| input | No | Accession number or URL containing an accession number (alternative to identifier+form) | |
| detail | No | Detail level for context output (default: standard) | standard |
| identifier | No | Company ticker (AAPL), CIK (320193), or name. Used with 'form' to get the latest filing. |