Who owns more than 5% of a company: Schedules 13D and 13G, read from the filings themselves. Pass the company's ticker or CIK for the holders that have reported on it, or a holder's CIK (from sec_lookup_cik with 'name') for the companies that holder has reported on. Returns filings newest first, each with every reporting person's name, type (investment adviser, individual, …), sole and shared voting and dispositive power, aggregate shares and percent of class. A 13G is the short form for passive and institutional holders: it says which rule it is filed under, and 'exit_five_percent_or_less' marks a holder dropping to 5% or less. A 13D is filed by holders who may seek to influence control, and carries 'purpose' (Item 4: plans for the company, such as board seats or a sale) and 'source_of_funds' (Item 3). A 13G holder switching to a 13D is a signal worth noting. Amendments (/A) are included, since they are how holders report changes, so the newest filing per holder is their current position. Joint filers in one filing usually report the same shares: do not add their counts together. Filings before 18 December 2024 are HTML or text, listed with 'structured': false and a URL for sec_filing_text. Reads 5 filings by default and at most 10 per call; pass 'next_offset' back as 'offset' for older ones.

List the XBRL concepts (metrics) a company reports, to find the right name before querying values with sec_financial_concept. Each row gives the concept, its label and 'latest', the most recent period end with data: prefer a concept that is still current, since companies change tags (Palantir reports revenue as RevenueFromContractWithCustomerExcludingAssessedTax, not Revenues). Narrow with 'query' (matches name or label, e.g. 'revenue' or 'lease'). Returns 100 by default; 'matched' says how many fit, and passing 'next_offset' back as 'offset' fetches the next page. Descriptions are left out unless include_descriptions is set.

Get general information about a public company from SEC EDGAR: SIC code, industry, state of incorporation, fiscal year end, addresses, and exchange listings.

REQUIRED SETUP: Register a contact email for SEC EDGAR API access. The SEC fair-access policy requires all automated clients to identify themselves with a contact address. Call this tool before using any other SEC tools. Ask the user for permission and their email address first.

Read the text of an SEC filing document: a 10-K, 10-Q, 8-K, proxy statement, or an exhibit such as an earnings release (EX-99.1). HTML is converted to plain text, with each table row on one line and its cells joined by ' | '. Pass 'url' as sec_recent_filings or sec_full_text_search return it, or 'accession' with 'ticker'. A filing with no document named returns its document list with each document's type, which is how to find an 8-K's press release. Documents are long (a 10-K runs to about 400,000 characters), so: the first page lists the document's sections (e.g. 'Part I, Item 1A: Risk Factors') and the filing's other documents; 'section' reads one section; 'find' returns up to 10 matching passages with their offsets; 'offset' reads from any point. Pages are 20,000 characters by default; pass 'next_offset' back as 'offset' to continue. Text inside images is not extracted, and the response counts the images when there are any.

Get historical values for a financial concept from SEC XBRL data. Returns the most recent 20 facts by default (in chronological order); 'total_facts' says how many exist, and passing 'next_offset' back as 'offset' pages further into the past. The 'annual' and 'quarterly' period filters leave out amendments (10-K/A), which restate periods the original already reported; pass include_amendments: true to admit them, and 'amended_facts' counts them. Common concepts: 'Revenues', 'NetIncomeLoss', 'EarningsPerShareBasic', 'Assets', 'StockholdersEquity', 'OperatingIncomeLoss', 'CashAndCashEquivalentsAtCarryingValue'.

Search the full text of SEC filings from 2001 onward, exhibits included — the one tool here that finds companies by what they SAID rather than needing the company up front (e.g. which filers discussed a climate transition plan). Wrap a phrase in double quotes inside the query for an exact match. Leave the query out, with a form filter or a date range, to list filings by form and date instead, one per filing, newest first: e.g. every Schedule 13D filed last week. Optionally filter by form, ticker and date range; a form filter excludes amendments (e.g. '10-K/A') unless include_amendments is set, and any amendment returned is marked 'amendment': true. Each hit comes back with a direct URL to the matching document. To page, pass next_offset back as offset — filtering means a page can return fewer than limit hits. Note the total saturates at 10000, flagged by total_is_lower_bound, and counts excluded amendments, flagged by total_is_upper_bound (or total_is_approximate when both apply).

Get insider transactions (SEC Forms 3, 4 and 5) for a company by ticker — who bought or sold, when, how many shares and at what price, with each insider's name and role. Reads the filings themselves, so results include the SEC transaction code expanded into plain language and any explanatory footnotes: this matters because a 'F' is shares withheld to cover tax on vesting, not a market sale. Form 3 reports initial holdings rather than transactions, so its facts appear under 'holdings'; a Form 3 from an insider who owns nothing yet has empty holdings and 'no_securities_owned': true. With form_type '144', returns Form 144 notices instead: an affiliate's notice of a proposed sale, filed when the order is placed and before the Form 4 that reports the executed trade. Each gives the seller and their relationship to the company, the shares and market value to be sold, the broker and approximate date, how the shares were acquired, any Rule 10b5-1 plan adoption date, and sales in the past three months. A notice is an intent to sell, not a completed sale. Reads 5 filings by default and at most 10 per call; pass 'next_offset' back as 'offset' for older ones.

What an institutional manager holds: its quarterly Form 13F holdings report, read from the filing. Managers with $100 million or more in US-listed equities file one within 45 days of each quarter end. Pass the manager's CIK (find it with sec_lookup_cik's 'name', e.g. 'Bridgewater Associates'), or a ticker for a listed manager such as Berkshire Hathaway. Returns the latest report by default, or the one for 'report_period'; positions are aggregated by CUSIP, class and put/call across the table's rows and sorted by value, largest first, each with issuer, class, CUSIP, value in dollars, percent of the portfolio, shares (or principal), voting authority and investment discretion. 'query' narrows to an issuer by part of its name or by CUSIP: one call answers 'does Berkshire hold Apple'. Issuers are named as filed ('APPLE INC') and the table has no tickers, because CUSIP identifiers are licensed. This answers what one manager holds, not who holds a stock: for holders above 5% use sec_beneficial_ownership. 13F covers long positions in US-listed equities, options and some convertibles only, not shorts, cash or foreign shares, and may omit positions under confidential treatment. Amendments for the period are listed, not merged. Pages of 25 by default, at most 100; pass 'next_offset' back as 'offset'.

List all active SEC-registered tickers with exchange info, optionally filtered by search query. Useful for finding a company's ticker symbol or seeing what's listed on a particular exchange. Returns 50 by default; 'matched' says how many fit the query, and passing 'next_offset' back as 'offset' fetches the next page.

Look up the SEC CIK (Central Index Key) by ticker or by name. With 'ticker', the ticker is matched exactly, ignoring case, against SEC's list of active tickers, which is fetched once and cached for an hour, so repeat lookups make no further SEC request. Returns one CIK, zero-padded to 10 digits, with a link to the company's EDGAR page; share classes such as GOOG and GOOGL map to the same CIK. An unknown ticker is an error, not a guess. Given a CIK as 'ticker', this returns the company's name and current tickers, which confirms whose it is. With 'name', this searches every EDGAR filer, including those with no ticker: fund managers such as Bridgewater, private issuers, delisted or acquired companies and individual insiders. It returns up to 10 ranked matches, each with name, CIK and any tickers. Words match as prefixes in any order, but abbreviations do not expand ('United States Steel', not 'US Steel'), and people are filed surname first ('Buffett Warren'). Every tool here accepts a CIK in place of a ticker, so a name match reaches a company's filings even without a ticker. The other tools take tickers directly, so call this only when you need the CIK itself or have only a name.

Money raised without a registered offering: Form D notices, filed by private companies, funds and public companies within 15 days of a first sale. Most filers have no ticker, so find the CIK with sec_lookup_cik's 'name' first. Returns filings newest first, each with the issuer (entity type, jurisdiction, state), industry group (for a fund, its type such as hedge, private equity or venture capital), revenue or net-asset range (often 'Decline to Disclose'), the exemption claimed in plain language (Rule 506(b), 506(c), Investment Company Act 3(c)(1) or 3(c)(7)), the date of first sale, securities offered, total offering amount, amount sold and amount remaining (a fund's open-ended offering reads 'Indefinite'), number of investors, sales commissions and finder's fees, brokers paid to sell it, and the executive officers, directors and promoters named. Amendments (D/A) are included: funds file one every year, and the newest filing carries the running total. A Form D reports a raise, not the price or valuation. Reads 5 filings by default and at most 10 per call; pass 'next_offset' back as 'offset' for older ones.

Get recent SEC filings (10-K, 10-Q, 8-K, etc.) for a company by ticker symbol, or, with no ticker, the latest filings across all of EDGAR. For a company: returns the most recent filings first; when a form_type filter is given, older history is paged in automatically if recent filings don't satisfy the requested limit. With no ticker: reads EDGAR's real-time latest-filings feed, which reaches back about two business days, newest first, filtered by form_type ('8-K', 'SCHEDULE 13D', '4'; amendments match too). Each row is one filing with its acceptance time, its parties (a Form 4's reporting person and issuer, a 13D's filers and subject company, each with CIK and role), an 8-K's items, and the filing's index URL for sec_filing_text. Pass 'next_offset' back as 'offset' for older pages. For filings by form further back than the feed reaches, use sec_full_text_search with 'forms' and a date range and no query.

Cross-company comparison — get a specific financial metric for all companies in a given period. For example, compare revenue across all filers for 2024. Returns entries sorted by value, largest first, 20 by default; 'total' says how many filers reported, and passing 'next_offset' back as 'offset' pages down the ranking. Note: 'instant' concepts (balance-sheet items measured at a point in time, e.g. Assets, Liabilities, StockholdersEquity, CashAndCashEquivalentsAtCarryingValue, CommonStockSharesOutstanding) require instant=true with a quarterly period. 'Duration' concepts (flow items measured over a period, e.g. Revenues, NetIncomeLoss, OperatingIncomeLoss, EarningsPerShareBasic) require instant=false (the default).