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alexwoolford

SEC Ownership Graph

by alexwoolford

influence_map

Read-onlyIdempotent

Identify companies where a major shareholder also holds a current board seat, using SEC filings to reveal control relationships.

Instructions

Issuers where a holder has a big stake AND currently sits on the board.

The strongest single output here, and the best place to start a governance or counterparty question. It is the two-limb test from 12 CFR 225.2(e) — the Federal Reserve's control presumptions — and its force comes from the conjunction of two independent filing types: a Schedule 13D on one side, Form 3/4/5 board activity on the other. A screener can give you either list; the pairing is the finding.

Requiring a current board seat also fixes a freshness problem. 13D carries no exit obligation below 5%, so half the stakes on file predate 2020 and are last-known rather than current — but board activity runs to the present, so a recent seat corroborates an old declaration. Liberty Broadband's 26.1% of Charter was declared in 2014; its director was seen in 2026.

min_tier is a presumption tier (10/15/25/50). min_value_usd filters on the 13F size proxy so results are recognizable names rather than nano-caps.

Caveat to state if asked: percent_of_class is percent of the class covered by the filing, NOT voting power — and several of the largest names are dual-class (Berkshire, the Liberty complex, Carvana, Sea), where economic and voting stakes diverge.

Example: influence_map() returns Buffett/Berkshire 37% (seat 2026-05), Liberty Broadband/Charter 26.1% (seat 2026-06), Huffman/Reddit 61.5% (seat 2026-06).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
min_tierNo
min_value_usdNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only, idempotent, and non-destructive behavior. The description adds crucial behavioral context: the freshness problem with 13D filings (no exit obligation below 5%), the use of current board seats to validate old stakes, and the caveat that percent_of_class is not voting power (dual-class divergence). This goes well beyond what annotations provide.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is long but every sentence earns its place: definition, regulatory basis, data-source rationale, freshness fix, caveat, and concrete example. It is front-loaded with the core purpose and structured logically, with no filler or redundant content.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity of the tool and the presence of an output schema, the description covers the underlying logic, data sources, freshness issue, dual-class caveat, and expected results with a named example. It is self-contained enough for an agent to invoke correctly without additional clarification.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description carries the full burden. It explains min_tier as a presumption tier with values 10/15/25/50 and min_value_usd as a 13F size proxy to filter out nano-caps. The limit parameter is not explicitly described, but its default and purpose are self-evident.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool identifies issuers where a holder has a big stake AND currently sits on the board, citing a specific regulatory test (12 CFR 225.2(e)). It differentiates from simple screeners by emphasizing 'the pairing is the finding,' distinguishing it from sibling tools that might return either list independently.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It explicitly recommends the tool as 'the best place to start a governance or counterparty question' and explains why the conjunction of 13D and Form 3/4/5 is uniquely valuable. It does not name specific alternatives or explicitly state when not to use it, but the context is strong enough to guide selection.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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