SEC filings and ownership data for AI agents

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What you can ask

• “Find Apple’s latest 10-K and give me the Risk Factors section as plain text.”
• “Which companies mentioned ‘generative AI’ in an 8-K this year?”
• “List every Form 4 insider sale at Nvidia in the last 90 days.”
• “What did Berkshire Hathaway hold at the end of last quarter, per its 13F?”
• “Who has crossed 5% ownership in this small cap recently?”
• “How much was each named executive at Tesla paid last year?”
• “Who sits on Boeing’s board, and which committees are they on?”
• “Has the SEC brought enforcement actions against this investment adviser?”

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What’s covered

• Search every EDGAR filing from 1993 to present by ticker, CIK, form type, filing date and more; results carry accession number, period of report, primary-document and exhibit URLs
• Full-text search across filings and their exhibits (10-K, 10-Q, 8-K, 20-F, S-1 and more) since 2001, narrowable by form type, filer, SIC code and date
• Extract one section — Risk Factors, MD&A, Business — from a 10-K, 10-Q or 8-K as plain text or the original HTML
• Structured 8-K material events with item numbers and event descriptions
• Company EDGAR profile and filing history by CIK; CIK lookup by name or ticker; cross-mapping of CIK, ticker, CUSIP and name; the EDGAR entity master

• XBRL from a 10-K or 10-Q converted into normalized JSON statements — income statement, balance sheet, cash flow and disclosures
• Every reported value of one XBRL concept for a company across its filings; one concept across every filer for a calendar period, for screening

• Insider transactions from Forms 3, 4 and 5 — one route covers US, UK, Canada, Australia, India and major EU markets; another covers Form 4 for US-traded companies
• Insider sentiment for US companies; Form 144 intent-to-sell notices
• Form 13F institutional holdings and cover pages; institutional holders of a US-traded company
• Schedule 13D / 13G beneficial-ownership filings at the 5% threshold
• Fund portfolio holdings (N-PORT), fund census (N-CEN) and proxy-voting records (N-PX)
• Congressional trading activity for a company

• Executive compensation — salary, bonus, stock and option awards, non-equity incentive, total — by search or by ticker; director compensation where reported
• Directors and board members with roles, committees, independence status and term dates
• Auditor and audit-fee disclosures; Exhibit 21 subsidiaries with jurisdictions; public float and share count

• S-1 / 424B4 prospectuses for IPOs and follow-ons; Form D private placements; Form C crowdfunding; Regulation A offerings and their 1-A, 1-K and 1-Z forms
• Investment adviser registrations (Form ADV firms, individuals, brochures and ownership schedules); broker-dealer FOCUS reports

• SEC enforcement actions, litigation releases, administrative proceedings, accounting-and-auditing enforcement releases and SRO rule filings

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How to use it

find_tools(q="risk factors section of Apple's latest 10-K")
find_tools(q="伯克希尔最新的 13F 持仓")
find_tools(prefix="finance/secapi")          # structured EDGAR datasets, section extractor, XBRL
find_tools(prefix="finance/sec")             # EDGAR submissions, XBRL concepts and frames, full text
find_tools(prefix="finance/finnhub")         # filings list, insider transactions and sentiment
describe_tool("<returned Provider/Operation>")
execute_tool("<Provider/Operation>", { ...params })

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FAQ