Newest SEC filing for a stock ticker, with official EDGAR links.

Resolves the ticker to its SEC CIK and returns the filing with the latest filing_date (the date the SEC received it). forms restricts the search to exact form types, case-insensitive: ["10-K"] matches 10-K but not 10-K/A; omit it to consider every form. report_date (the period the filing covers) is returned as context only, so a 10-K filed in January 2026 for the fiscal year ending September 2025 has a 2026 filing_date.

Args: ticker: Stock ticker symbol, e.g. "AAPL". Case and surrounding whitespace are ignored; BRK.B and BRK-B are equivalent. forms: Optional list of SEC form types, e.g. ["10-K", "10-Q"]. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned "ambiguous"; it must be listed under ticker.

Returns: A JSON object whose status is one of: - "ok": company {cik, name, ticker, exchange}, forms (normalised list or null), filing {form, filing_date, report_date, accession_number, filing_url, primary_document_url} or null when the company has no filing of those forms; filing_url (the filing index page) is always present, primary_document_url may be null. - "not_found": no SEC issuer is listed under ticker. - "ambiguous": several issuers share the ticker; candidates lists them (cik, name, ticker, exchange) and none is chosen; call again with the chosen cik. - "invalid_input": field names the rejected argument (ticker, forms or cik). - "upstream_error": SEC EDGAR did not answer; retryable tells whether a retry may help and retry_after_seconds when (may be null). Every object carries a one-line message.

Example: get_latest_filing("AAPL", ["10-K"]) returns Apple's most recent annual report.

Filings a company submitted to the SEC during one calendar year, newest first, paged.

year selects filings by filing_date, the date the SEC received the filing, not by report_date (the period the filing covers): a 10-K for the fiscal year ending September 2025 that was filed in January 2026 belongs to year=2026. forms restricts the list to exact form types, case-insensitive (["10-K"] matches 10-K but not 10-K/A). Older years are served from the SEC's history files automatically.

Args: ticker: Stock ticker symbol, e.g. "AAPL"; case and surrounding whitespace are ignored. year: Calendar year of the filing date, 1993 or later; a future year returns an empty list. forms: Optional list of SEC form types, e.g. ["10-K", "10-Q"]; omit it for every form. limit: Page size (default 100); larger values are clamped to the server's cap. offset: Filings to skip, for paging; pass the previous result's next_offset. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned "ambiguous"; it must be listed under ticker.

Returns: A JSON object whose status is one of: - "ok": company {cik, name, ticker, exchange}, year, forms, limit (the effective page size), offset, total_count, returned_count, next_offset (null on the last page), filings (newest first; each has form, filing_date, report_date, accession_number, filing_url, primary_document_url). An empty year is "ok" with total_count 0. - "not_found": no SEC issuer is listed under ticker. - "ambiguous": several issuers share the ticker; candidates lists them; call again with the chosen cik. - "invalid_input": field names the rejected argument (ticker, year, forms, limit, offset or cik). - "upstream_error": SEC EDGAR did not answer; retryable says whether to retry. Every object carries a one-line message. Page with offset=next_offset until null.

Example: list_filings_by_year("AAPL", 2025, ["10-K", "10-Q"]) lists Apple's 2025 reports.

EDGAR form types (submission-type codes) filed in recent quarters, most common first.

Use this to learn which values the forms argument of get_latest_filing and list_filings_by_year accepts: form is exactly the code EDGAR uses (10-K, 10-K/A, SCHEDULE 13G/A, 424B2, NPORT-P). The list is a snapshot bundled with the server (see catalogue.generated_on and catalogue.quarters); filings counts filings of that type over those quarters; description and topics come from the SEC Forms List when the form number is known, otherwise null. Amendments end with /A. No request is made to the SEC.

Args: query: Optional case-insensitive text matched against the code and description ("10-K" lists 10-K, 10-K/A, 10-KT, ...; "/A" lists amendments). limit: Maximum entries per page (default 100; clamped to the server's cap). offset: Entries to skip, for paging; pass the previous result's next_offset.

Returns: A JSON object whose status is one of: - "ok": query, limit, offset, total_count, returned_count, next_offset (null on the last page), catalogue {generated_on, quarters, sources}, form_types (each: form, description, amendment, filings, topics). - "invalid_input": field names the rejected argument (query, limit or offset). Every object carries a one-line message.

Example: list_form_types("13G") lists the Schedule 13G submission types and their counts.