Find SEC-registered public companies by ticker or name (fuzzy). Returns CIK (the SEC id used by every other tool), name, tickers, exchange and a match score (100 = exact ticker). Source: SEC company_tickers_exchange.json (companies with a listed ticker).

Company profile from SEC EDGAR submissions: legal name, tickers, exchanges, SIC code + industry, state of incorporation, fiscal year end, EIN, filer category, business/mailing addresses, former names, latest 10-K/10-Q. Use it to orient before deeper research.

List a company's EDGAR filings newest-first, filtered by form type and filing-date range. Each row has form, accession, filed date, report period, primary document URL and filing index URL. Amendments (e.g. 10-K/A) are included when filtering by the base form unless include_amendments=false. Older history pages are fetched automatically when needed. Common forms: 10-K, 10-Q, 8-K, DEF 14A, S-1, 4, 13D/G (SC 13D), 20-F, 6-K.

Fetch an SEC filing's primary document (HTML converted to clean text, tables preserved as aligned rows). Identify it by url (any www.sec.gov/Archives document URL from list_filings) or by company + accession. Optionally extract one 10-K/10-Q item via section (e.g. '1' Business, '1A' Risk Factors, '7' MD&A, '7A' Market Risk, '8' Financial Statements; for 10-Q: '1' Financial Statements, '2' MD&A, '1A' Risk Factors). Long text is paged: use max_chars and the returned next_offset.

Key financial metrics normalized from SEC XBRL companyfacts, one row per fiscal period (deduped; as-filed values from the filing that reported the period). Metrics: revenue, gross_profit, operating_income, net_income, eps_basic, eps_diluted, operating_cash_flow, capex, total_assets, total_liabilities, stockholders_equity, cash, long_term_debt, shares_outstanding, free_cash_flow (derived). Revenue tries common tags in order (Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, SalesRevenueNet, ...) and tags_used reports which was used. period_type 'quarterly' returns 3-month values (cash-flow quarters derived from YTD; Q4 derived as FY minus 9M). Values are raw (e.g. 391035000000 = $391.0B).

All reported values of one XBRL concept for one company (SEC companyconcept API), newest first, deduped by period. Use for any tag not in get_financials, e.g. us-gaap:ResearchAndDevelopmentExpense, us-gaap:LongTermDebt, dei:EntityCommonStockSharesOutstanding. framed_only=true keeps only SEC's one-fact-per-calendar-period values (cleanest time series).

Compare one XBRL concept across ALL reporting companies for a calendar period (SEC frames API), e.g. rank by revenue for CY2024, or compare specific companies. Period: CY2024 (annual duration), CY2024Q2 (quarter), CY2024Q4I (instant, required for balance-sheet items like Assets). Pass companies to filter to specific tickers/CIKs; otherwise returns the top limit by value.

Recent insider transactions for a company (issuer) from SEC Form 4 / 4/A XML: reporter name, role and officer title, transaction date, code with plain-English meaning (P=open-market buy, S=sale, A=grant, M=option exercise, F=tax withholding, G=gift...), shares, price, value, acquired/disposed, shares owned after, direct/indirect, plus a summary of open-market buys vs sales. limit counts filings (each filing can hold several transactions).

Search Secretary of State business-entity registries (official open data) by entity name and/or state entity id. Supported: NY, CO, OR, CT, PA (NY, OR and PA list active entities only; CO and CT include dissolved entities with status). Returns normalized name, entity id, status, type, formation date, jurisdiction, principal/mailing address, registered agent where available, and source URLs. Use for private companies, subsidiaries, LLCs, and verifying legal entity names. Call list_supported_states for coverage and licenses.

List the state business-entity registries supported by lookup_business_entity, with dataset ids, coverage caveats, update frequency, and license/commercial-use terms.