API reference / SEC filings & disclosures

SEC filings & disclosures

Straight from SEC EDGAR: filings, insider trades & intent-to-sell, 8-K events, 13D/13G activist stakes, XBRL facts, 13F holdings, AI summaries.

14 endpoints. Pay per call in USDC via x402 with no account, or get unlimited calls for $99/mo. Every response is shaped { ticker, data, source, as_of }.

GET/api/v1/filings/{ticker}$0.01

SEC filing history for a company: 10-K, 10-Q, 8-K, Form 4, and more

List a company's recent SEC EDGAR filings sourced directly from the SEC: form type, filing and report dates, the 8-K item codes, and a direct link to each primary document. Filter to a single form with `?type=10-K` (also 10-Q, 8-K, 4, etc.) and cap with `?limit=`. Use as the index into a company's disclosures before fetching or summarizing a specific filing.

Example request
GET /api/v1/filings/AAPL
Response type (TypeScript)
interface FilingsResponse {
  ticker: string;
  data: {
    cik: string;
    company: string;
    count: number;
    filings: Array<{
      form: string;
      accession: string;
      filing_date: string;
      report_date: string;
      description: string;
      items: unknown[];
      primary_document: string;
      url: string;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "cik": "0000320193",
    "company": "Apple Inc.",
    "count": 20,
    "filings": [
      {
        "form": "4",
        "accession": "0001140361-26-023363",
        "filing_date": "2026-05-29",
        "report_date": "2026-05-27",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/form4.xml"
      },
      {
        "form": "SD",
        "accession": "0001140361-26-023149",
        "filing_date": "2026-05-28",
        "report_date": null,
        "description": "SD",
        "items": [],
        "primary_document": "ef20073373_sd.htm",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023149/ef20073373_sd.htm"
      },
      {
        "form": "144",
        "accession": "0001921094-26-000555",
        "filing_date": "2026-05-27",
        "report_date": null,
        "description": null,
        "items": [],
        "primary_document": "primary_doc.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000192109426000555/primary_doc.xml"
      },
      {
        "form": "4",
        "accession": "0001140361-26-020871",
        "filing_date": "2026-05-12",
        "report_date": "2026-05-08",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126020871/form4.xml"
      },
      {
        "form": "4",
        "accession": "0001140361-26-020298",
        "filing_date": "2026-05-08",
        "report_date": "2026-05-06",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126020298/form4.xml"
      },
      {
        "form": "144",
        "accession": "0001921094-26-000446",
        "filing_date": "2026-05-06",
        "report_date": null,
        "description": null,
        "items": [],
        "primary_document": "primary_doc.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000192109426000446/primary_doc.xml"
      },
      {
        "form": "144",
        "accession": "0001950047-26-004044",
        "filing_date": "2026-05-05",
        "report_date": null,
        "description": null,
        "items": [],
        "primary_document": "primary_doc.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000195004726004044/primary_doc.xml"
      },
      {
        "form": "10-Q",
        "accession": "0000320193-26-000013",
        "filing_date": "2026-05-01",
        "report_date": "2026-03-28",
        "description": "10-Q",
        "items": [],
        "primary_document": "aapl-20260328.htm",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000013/aapl-20260328.htm"
      },
      {
        "form": "8-K",
        "accession": "0000320193-26-000011",
        "filing_date": "2026-04-30",
        "report_date": "2026-04-30",
        "description": "8-K",
        "items": [
          "2.02",
          "9.01"
        ],
        "primary_document": "aapl-20260430.htm",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000011/aapl-20260430.htm"
      },
      {
        "form": "SCHEDULE 13G",
        "accession": "0002100119-26-000139",
        "filing_date": "2026-04-29",
        "report_date": null,
        "description": null,
        "items": [],
        "primary_document": "primary_doc.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210011926000139/primary_doc.xml"
      },
      {
        "form": "4",
        "accession": "0001140361-26-017175",
        "filing_date": "2026-04-27",
        "report_date": "2026-04-23",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126017175/form4.xml"
      },
      {
        "form": "144",
        "accession": "0001950047-26-003721",
        "filing_date": "2026-04-23",
        "report_date": null,
        "description": null,
        "items": [],
        "primary_document": "primary_doc.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000195004726003721/primary_doc.xml"
      },
      {
        "form": "8-K",
        "accession": "0001140361-26-015711",
        "filing_date": "2026-04-20",
        "report_date": "2026-04-17",
        "description": "8-K",
        "items": [
          "5.02"
        ],
        "primary_document": "ef20071035_8k.htm",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126015711/ef20071035_8k.htm"
      },
      {
        "form": "4",
        "accession": "0001140361-26-015421",
        "filing_date": "2026-04-17",
        "report_date": "2026-04-15",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126015421/form4.xml"
      },
      {
        "form": "4",
        "accession": "0001140361-26-015420",
        "filing_date": "2026-04-17",
        "report_date": "2026-04-15",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126015420/form4.xml"
      },
      {
        "form": "4",
        "accession": "0001140361-26-013192",
        "filing_date": "2026-04-03",
        "report_date": "2026-04-01",
        "description": "FORM 4",
        "items": [],
        "primary_document": "form4.xml",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126013192/form4.xml"
      },
      {
        "form": "4",
        "accession": "0001140361-26-013191",
        "filing_date": "2026-04-03",
        "report_date": "2026-04-01",
        "description": "FORM 4",
        "items": [],
        "primar
… (truncated — call the endpoint for the full response)
GET/api/v1/filing-summary/{ticker}$0.03

AI-structured summary of a 10-K, 10-Q, or 8-K: overview, risk factors, MD&A, guidance

Fetches a company's latest 10-K, 10-Q, or 8-K from SEC EDGAR and returns a structured JSON summary: a plain-language overview, the key risk factors, MD&A highlights, any forward guidance, and an overall sentiment label. Choose the document with `?type=10-K` (also 10-Q, 8-K). Built for agents that need the substance of a filing without parsing hundreds of pages of HTML.

Example request
GET /api/v1/filing-summary/AAPL
Response type (TypeScript)
interface FilingSummaryResponse {
  ticker: string;
  data: {
    form: string;
    accession: string;
    filing_date: string;
    report_date: string;
    filing_url: string;
    summary: string;
    business_overview: string;
    risk_factors: string[];
    mda_highlights: string[];
    guidance: null;
    sentiment: string;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "form": "10-K",
    "accession": "0000320193-25-000079",
    "filing_date": "2025-10-31",
    "report_date": "2025-09-27",
    "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm",
    "summary": "Apple Inc.'s 2025 10-K filing outlines various risk factors that could adversely affect its business, including macroeconomic conditions, geopolitical tensions, and competition. The company reported a 6% increase in total net sales for 2025, driven by higher sales of iPhones and services, despite challenges such as new tariffs and fluctuating currency values. Management's discussion highlights the importance of innovation and effective supply chain management in maintaining competitive advantage.",
    "business_overview": "Apple Inc. designs, manufactures, and sells consumer electronics, software, and services, including iPhones, Macs, iPads, and various software platforms.",
    "risk_factors": [
      "Macroeconomic conditions",
      "Geopolitical tensions",
      "Supply chain disruptions",
      "Intense competition",
      "Dependence on third-party developers",
      "Product defects and recalls",
      "Tariffs and trade restrictions",
      "Legal and regulatory challenges"
    ],
    "mda_highlights": [
      "6% increase in total net sales to $416.2 billion in 2025",
      "iPhone sales increased by 4% due to higher Pro model sales",
      "Services revenue grew by 14% driven by advertising and cloud services",
      "Mac sales rose by 12% primarily from laptops and desktops",
      "Operating expenses increased by 8% due to higher R&D and administrative costs",
      "Gross margin percentage for products decreased slightly due to tariff costs",
      "Cash and marketable securities totaled $132.4 billion as of September 27, 2025",
      "New share repurchase program of up to $100 billion announced"
    ],
    "guidance": null,
    "sentiment": "neutral"
  },
  "source": "sec_edgar",
  "as_of": "2025-10-31T00:00:00.000Z"
}
GET/api/v1/filing-search$0.02

Full-text search across all SEC filings since 2001 by keyword, form type, and date

Full-text search across every SEC EDGAR filing since 2001. Find filings mentioning a keyword or exact phrase via ?q=, narrow by ?forms=10-K,8-K, ?ticker=, and ?startdt=/?enddt= dates, and cap with ?limit=. Returns each match's form, filer, date, and a link to the document. Sourced from SEC EDGAR.

Example request
GET /api/v1/filing-search
Response type (TypeScript)
interface FilingSearchResponse {
  source: string;
  as_of: string;
  query: string;
  forms: string;
  ticker: null;
  total_matches: number;
  count: number;
  results: Array<{
    accession: string;
    form: string;
    filing_date: string;
    period_ending: string;
    filer: string;
    cik: string;
    description: string;
    url: string;
  }>;
}
Example response (click to expand)
{
  "source": "sec_edgar",
  "as_of": "2026-06-01T21:38:17.049Z",
  "query": "\"artificial intelligence\"",
  "forms": "10-K",
  "ticker": null,
  "total_matches": 10000,
  "count": 10,
  "results": [
    {
      "accession": "0001161697-21-000289",
      "form": "10-K",
      "filing_date": "2021-06-01",
      "period_ending": "2021-02-28",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "INSIDER TRADING POLICY",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169721000289/ex_99-1.htm"
    },
    {
      "accession": "0001161697-22-000273",
      "form": "10-K/A",
      "filing_date": "2022-05-31",
      "period_ending": "2022-02-28",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "FORM 10-K/A AMENDMENT NO. 1 TO ANNUAL REPORT FOR 02-28-2022",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169722000273/form_10-ka.htm"
    },
    {
      "accession": "0001477932-26-002727",
      "form": "10-K/A",
      "filing_date": "2026-05-04",
      "period_ending": "2025-12-31",
      "filer": "Catalyst Crew Technologies Corp.  (CCTC)  (CIK 0001477960)",
      "cik": "0001477960",
      "description": "FORM 10-K/A",
      "url": "https://www.sec.gov/Archives/edgar/data/1477960/000147793226002727/cctc_10ka.htm"
    },
    {
      "accession": "0001161697-21-000289",
      "form": "10-K",
      "filing_date": "2021-06-01",
      "period_ending": "2021-02-28",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "FORM 10-K ANNUAL REPORT FOR 02-28-2021",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169721000289/form_10-k.htm"
    },
    {
      "accession": "0001683168-26-002984",
      "form": "10-K",
      "filing_date": "2026-04-15",
      "period_ending": "2025-12-31",
      "filer": "Loan Artificial Intelligence Corp.  (LAAI, VEST)  (CIK 0001594968)",
      "cik": "0001594968",
      "description": "FORM 10-K FOR DEC 2025",
      "url": "https://www.sec.gov/Archives/edgar/data/1594968/000168316826002984/loan_i10k-123125.htm"
    },
    {
      "accession": "0001161697-19-000352",
      "form": "10-K",
      "filing_date": "2019-08-26",
      "period_ending": "2019-02-28",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "FORM 10-K ANNUAL REPORT FOR 02-28-2019",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169719000352/form_10-k.htm"
    },
    {
      "accession": "0001161697-20-000345",
      "form": "10-K/A",
      "filing_date": "2020-07-31",
      "period_ending": "2020-02-29",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "FORM 10-K/A AMENDMENT NO. 1 TO ANNUAL REPORT FOR 02-29-2020",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169720000345/form_10-k.htm"
    },
    {
      "accession": "0001161697-20-000334",
      "form": "10-K",
      "filing_date": "2020-07-28",
      "period_ending": "2020-02-29",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "FORM 10-K ANNUAL REPORT FOR 02-29-2020",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169720000334/form_10-k.htm"
    },
    {
      "accession": "0001493152-19-015506",
      "form": "10-K",
      "filing_date": "2019-10-15",
      "period_ending": "2019-06-30",
      "filer": "MPHASE TECHNOLOGIES INC  (XDSL)  (CIK 0000825322)",
      "cik": "0000825322",
      "description": null,
      "url": "https://www.sec.gov/Archives/edgar/data/825322/000149315219015506/form10-k.htm"
    },
    {
      "accession": "0001161697-19-000466",
      "form": "10-K/A",
      "filing_date": "2019-11-04",
      "period_ending": "2019-02-28",
      "filer": "Artificial Intelligence Technology Solutions Inc.  (AITX)  (CIK 0001498148)",
      "cik": "0001498148",
      "description": "FORM 10-K/A AMENDMENT NO. 2 TO ANNUAL REPORT FOR 02-28-2019",
      "url": "https://www.sec.gov/Archives/edgar/data/1498148/000116169719000466/form_10-k.htm"
    }
  ]
}
GET/api/v1/insider-trades/{ticker}$0.03

Insider transactions from SEC Form 4: who bought or sold, how much, at what price

Recent insider transactions parsed from SEC Form 4 filings: the reporting owner and their role (director, officer, 10% holder), each buy/sell with transaction code, share count, price, and shares held afterward, plus an aggregate net-buying/net-selling signal. Tune how many filings to parse with `?limit=` (default 5, max 25). Sourced live from SEC EDGAR.

Example request
GET /api/v1/insider-trades/AAPL
Response type (TypeScript)
interface InsiderTradesResponse {
  ticker: string;
  data: {
    filings_parsed: number;
    transaction_count: number;
    summary: {
      buys: number;
      sells: number;
      shares_bought: number;
      shares_sold: number;
      net_shares: number;
      signal: string;
    };
    transactions: Array<{
      owner_name: string;
      is_director: boolean;
      is_officer: boolean;
      officer_title: string;
      is_ten_percent_owner: boolean;
      filing_date: string;
      accession: string;
      url: string;
      security: string;
      transaction_date: string;
      code: string;
      code_label: string;
      shares: number;
      price_per_share: number;
      acquired_disposed: string;
      shares_owned_after: number;
      is_derivative: boolean;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "filings_parsed": 5,
    "transaction_count": 13,
    "summary": {
      "buys": 1,
      "sells": 12,
      "shares_bought": 1717,
      "shares_sold": 375417,
      "net_shares": -373700,
      "signal": "net_selling"
    },
    "transactions": [
      {
        "owner_name": "LEVINSON ARTHUR D",
        "is_director": true,
        "is_officer": false,
        "officer_title": null,
        "is_ten_percent_owner": false,
        "filing_date": "2026-05-29",
        "accession": "0001140361-26-023363",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-05-27",
        "code": "S",
        "code_label": "Open-market or private sale",
        "shares": 50000,
        "price_per_share": 311.02,
        "acquired_disposed": "D",
        "shares_owned_after": 3764576,
        "is_derivative": false
      },
      {
        "owner_name": "LEVINSON ARTHUR D",
        "is_director": true,
        "is_officer": false,
        "officer_title": null,
        "is_ten_percent_owner": false,
        "filing_date": "2026-05-29",
        "accession": "0001140361-26-023363",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-05-27",
        "code": "G",
        "code_label": "Bona fide gift",
        "shares": 65000,
        "price_per_share": 0,
        "acquired_disposed": "D",
        "shares_owned_after": 3699576,
        "is_derivative": false
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-05-12",
        "accession": "0001140361-26-020871",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126020871/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-05-08",
        "code": "S",
        "code_label": "Open-market or private sale",
        "shares": 1274,
        "price_per_share": 290,
        "acquired_disposed": "D",
        "shares_owned_after": 38713,
        "is_derivative": false
      },
      {
        "owner_name": "LEVINSON ARTHUR D",
        "is_director": true,
        "is_officer": false,
        "officer_title": null,
        "is_ten_percent_owner": false,
        "filing_date": "2026-05-08",
        "accession": "0001140361-26-020298",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126020298/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-05-06",
        "code": "S",
        "code_label": "Open-market or private sale",
        "shares": 149527,
        "price_per_share": 284.57,
        "acquired_disposed": "D",
        "shares_owned_after": 3920049,
        "is_derivative": false
      },
      {
        "owner_name": "LEVINSON ARTHUR D",
        "is_director": true,
        "is_officer": false,
        "officer_title": null,
        "is_ten_percent_owner": false,
        "filing_date": "2026-05-08",
        "accession": "0001140361-26-020298",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126020298/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-05-06",
        "code": "S",
        "code_label": "Open-market or private sale",
        "shares": 100473,
        "price_per_share": 285.04,
        "acquired_disposed": "D",
        "shares_owned_after": 3819576,
        "is_derivative": false
      },
      {
        "owner_name": "LEVINSON ARTHUR D",
        "is_director": true,
        "is_officer": false,
        "officer_title": null,
        "is_ten_percent_owner": false,
        "filing_date": "2026-05-08",
        "accession": "0001140361-26-020298",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126020298/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-05-06",
        "code": "G",
        "code_label": "Bona fide gift",
        "shares": 5000,
        "price_per_share": 0,
        "acquired_disposed": "D",
        "shares_owned_after": 3814576,
        "is_derivative": false
      },
      {
        "owner_name": "Parekh Kevan",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Senior Vice President, CFO",
        "is_ten_percent_owner": false,
        "filing_date": "2026-04-27",
        "accession": "0001140361-26-017175",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126017175/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-04-23",
        "code": "S",
        "code_label": "Open-market or private sale",
        "shares": 1534,
        "price_per_share": 275,
        "acquired_disposed": "D",
        "shares_owned_after": 13366,
        "is_derivative": false
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-04-17",
        "accession": "0001140361-26-015421",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126015421/form4.xml",
        "security": "Common Stock",
        "transaction_date": "2026-04-15",
        "code": "M",
        "code_label": "Exercise/conversion of derivative",
        "shares": 1717,
        "price_per_share": null,
        "acquired_disposed": "A",
        "shares_owned_after": 40879,
        "is_derivative": false
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-04-17",
        "accession": "00
… (truncated — call the endpoint for the full response)
GET/api/v1/material-events/{ticker}$0.03

Material corporate events from 8-K filings, classified by SEC item code

Recent 8-K material-event filings for a company, each classified by its SEC item code into a human-readable label (e.g. 2.02 Results of Operations, 5.02 Executive Changes, 1.01 Material Agreement). Returns filing date, item labels, and a link to the filing. Cap with `?limit=`. Use to track earnings releases, leadership changes, and material agreements. Sourced from SEC EDGAR.

Example request
GET /api/v1/material-events/AAPL
Response type (TypeScript)
interface MaterialEventsResponse {
  ticker: string;
  data: {
    count: number;
    events: Array<{
      form: string;
      accession: string;
      filing_date: string;
      report_date: string;
      url: string;
      items: Array<{
        code: string;
        label: string;
      }>;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "count": 20,
    "events": [
      {
        "form": "8-K",
        "accession": "0000320193-26-000011",
        "filing_date": "2026-04-30",
        "report_date": "2026-04-30",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000011/aapl-20260430.htm",
        "items": [
          {
            "code": "2.02",
            "label": "Results of Operations and Financial Condition"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-26-015711",
        "filing_date": "2026-04-20",
        "report_date": "2026-04-17",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126015711/ef20071035_8k.htm",
        "items": [
          {
            "code": "5.02",
            "label": "Departure/Election of Directors or Officers; Compensatory Arrangements"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-26-006577",
        "filing_date": "2026-02-24",
        "report_date": "2026-02-24",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126006577/ef20060722_8k.htm",
        "items": [
          {
            "code": "5.07",
            "label": "Submission of Matters to a Vote of Security Holders"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0000320193-26-000005",
        "filing_date": "2026-01-29",
        "report_date": "2026-01-29",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000005/aapl-20260129.htm",
        "items": [
          {
            "code": "2.02",
            "label": "Results of Operations and Financial Condition"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-26-000199",
        "filing_date": "2026-01-02",
        "report_date": "2025-12-30",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126000199/ef20060722_8k.htm",
        "items": [
          {
            "code": "5.02",
            "label": "Departure/Election of Directors or Officers; Compensatory Arrangements"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-25-044561",
        "filing_date": "2025-12-05",
        "report_date": "2025-12-04",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036125044561/ef20060722_8k.htm",
        "items": [
          {
            "code": "5.02",
            "label": "Departure/Election of Directors or Officers; Compensatory Arrangements"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0000320193-25-000077",
        "filing_date": "2025-10-30",
        "report_date": "2025-10-30",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000077/aapl-20251030.htm",
        "items": [
          {
            "code": "2.02",
            "label": "Results of Operations and Financial Condition"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0000320193-25-000071",
        "filing_date": "2025-07-31",
        "report_date": "2025-07-31",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000071/aapl-20250731.htm",
        "items": [
          {
            "code": "2.02",
            "label": "Results of Operations and Financial Condition"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-25-027340",
        "filing_date": "2025-07-25",
        "report_date": "2025-07-21",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036125027340/ef20052355_8k.htm",
        "items": [
          {
            "code": "5.02",
            "label": "Departure/Election of Directors or Officers; Compensatory Arrangements"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-25-025275",
        "filing_date": "2025-07-09",
        "report_date": "2025-07-08",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036125025275/ef20051741_8k.htm",
        "items": [
          {
            "code": "5.02",
            "label": "Departure/Election of Directors or Officers; Compensatory Arrangements"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-25-018400",
        "filing_date": "2025-05-12",
        "report_date": "2025-05-05",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000114036125018400/ef20048691_8k.htm",
        "items": [
          {
            "code": "8.01",
            "label": "Other Events"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0000320193-25-000055",
        "filing_date": "2025-05-01",
        "report_date": "2025-05-01",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000055/aapl-20250501.htm",
        "items": [
          {
            "code": "2.02",
            "label": "Results of Operations and Financial Condition"
          },
          {
            "code": "9.01",
            "label": "Financial Statements and Exhibits"
          }
        ]
      },
      {
        "form": "8-K",
        "accession": "0001140361-25-005876",
        "filing_date": "2025-02-25",
        "report_date
… (truncated — call the endpoint for the full response)
GET/api/v1/concept/{ticker}$0.02

Time series of a single XBRL financial fact straight from SEC filings

The reported time series of one XBRL financial concept (e.g. Revenues, Assets, NetIncomeLoss) for a company, taken directly from its SEC filings. Pass the tag via `?tag=` and optionally `?taxonomy=` (default us-gaap) and `?limit=`. Each point carries the value, period, fiscal year/quarter, source form, and accession. Use for precise, filing-grade fundamentals and quant time series.

Example request
GET /api/v1/concept/AAPL
Response type (TypeScript)
interface ConceptResponse {
  ticker: string;
  data: {
    tag: string;
    taxonomy: string;
    label: string;
    unit: string;
    count: number;
    series: Array<{
      value: number;
      start: string;
      end: string;
      fiscal_year: number;
      fiscal_period: string;
      form: string;
      filed: string;
      frame: string;
      accession: string;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "tag": "Revenues",
    "taxonomy": "us-gaap",
    "label": "Revenues",
    "unit": "USD",
    "count": 8,
    "series": [
      {
        "value": 62900000000,
        "start": "2018-07-01",
        "end": "2018-09-29",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2018Q3",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 265595000000,
        "start": "2017-10-01",
        "end": "2018-09-29",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2018",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 53265000000,
        "start": "2018-04-01",
        "end": "2018-06-30",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2018Q2",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 61137000000,
        "start": "2017-12-31",
        "end": "2018-03-31",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2018Q1",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 88293000000,
        "start": "2017-10-01",
        "end": "2017-12-30",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2017Q4",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 52579000000,
        "start": "2017-07-02",
        "end": "2017-09-30",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2017Q3",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 229234000000,
        "start": "2016-09-25",
        "end": "2017-09-30",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2017",
        "accession": "0000320193-18-000145"
      },
      {
        "value": 45408000000,
        "start": "2017-04-02",
        "end": "2017-07-01",
        "fiscal_year": 2018,
        "fiscal_period": "FY",
        "form": "10-K",
        "filed": "2018-11-05",
        "frame": "CY2017Q2",
        "accession": "0000320193-18-000145"
      }
    ]
  },
  "source": "sec_edgar",
  "as_of": "2018-11-05T00:00:00.000Z"
}
GET/api/v1/company-facts/{ticker}$0.02

Every reported financial fact for a company, latest value each, straight from SEC XBRL

Every XBRL financial fact a company has reported to the SEC, each collapsed to its latest value: tag, taxonomy, label, unit, the figure, and the period/form/filing it came from. Filter with `?taxonomy=us-gaap|dei`, `?search=revenue`, and `?limit=`. Discover which metrics exist for a ticker before drilling into the full series via /concept. Sourced from SEC EDGAR.

Example request
GET /api/v1/company-facts/AAPL
Response type (TypeScript)
interface CompanyFactsResponse {
  ticker: string;
  data: {
    entity_name: string;
    cik: string;
    taxonomy: string;
    search: null;
    total_facts: number;
    count: number;
    facts: Array<{
      tag: string;
      taxonomy: string;
      label: string;
      unit: string;
      latest_value: number;
      end: string;
      fiscal_year: number;
      fiscal_period: string;
      form: string;
      filed: string;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "entity_name": "Apple Inc.",
    "cik": "0000320193",
    "taxonomy": "all",
    "search": null,
    "total_facts": 505,
    "count": 30,
    "facts": [
      {
        "tag": "EntityCommonStockSharesOutstanding",
        "taxonomy": "dei",
        "label": "Entity Common Stock, Shares Outstanding",
        "unit": "shares",
        "latest_value": 14687356000,
        "end": "2026-04-17",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AccountsPayableCurrent",
        "taxonomy": "us-gaap",
        "label": "Accounts Payable, Current",
        "unit": "USD",
        "latest_value": 57349000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AccountsReceivableNetCurrent",
        "taxonomy": "us-gaap",
        "label": "Accounts Receivable, after Allowance for Credit Loss, Current",
        "unit": "USD",
        "latest_value": 30339000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment",
        "taxonomy": "us-gaap",
        "label": "Accumulated Depreciation, Depletion and Amortization, Property, Plant, and Equipment",
        "unit": "USD",
        "latest_value": 77441000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AccumulatedOtherComprehensiveIncomeLossNetOfTax",
        "taxonomy": "us-gaap",
        "label": "Accumulated Other Comprehensive Income (Loss), Net of Tax",
        "unit": "USD",
        "latest_value": -5375000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AllocatedShareBasedCompensationExpense",
        "taxonomy": "us-gaap",
        "label": "Share-based Payment Arrangement, Expense",
        "unit": "USD",
        "latest_value": 7122000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "Assets",
        "taxonomy": "us-gaap",
        "label": "Assets",
        "unit": "USD",
        "latest_value": 371082000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AssetsCurrent",
        "taxonomy": "us-gaap",
        "label": "Assets, Current",
        "unit": "USD",
        "latest_value": 144114000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "AssetsNoncurrent",
        "taxonomy": "us-gaap",
        "label": "Assets, Noncurrent",
        "unit": "USD",
        "latest_value": 226968000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CashAndCashEquivalentsAtCarryingValue",
        "taxonomy": "us-gaap",
        "label": "Cash and Cash Equivalents, at Carrying Value",
        "unit": "USD",
        "latest_value": 45572000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents",
        "taxonomy": "us-gaap",
        "label": "Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents",
        "unit": "USD",
        "latest_value": 45572000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect",
        "taxonomy": "us-gaap",
        "label": "Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect",
        "unit": "USD",
        "latest_value": 9638000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CommercialPaper",
        "taxonomy": "us-gaap",
        "label": "Commercial Paper",
        "unit": "USD",
        "latest_value": 1997000000,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CommonStockDividendsPerShareDeclared",
        "taxonomy": "us-gaap",
        "label": "Common Stock, Dividends, Per Share, Declared",
        "unit": "USD/shares",
        "latest_value": 0.52,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CommonStockParOrStatedValuePerShare",
        "taxonomy": "us-gaap",
        "label": "Common Stock, Par or Stated Value Per Share",
        "unit": "USD/shares",
        "latest_value": 0.00001,
        "end": "2026-03-28",
        "fiscal_year": 2026,
        "fiscal_period": "Q2",
        "form": "10-Q",
        "filed": "2026-05-01"
      },
      {
        "tag": "CommonStockSharesAuthorized",
        "taxonomy": "us-gaap",
        "label": "Common Stock, Shares Authorized",
        "unit": "shares",
        "latest
… (truncated — call the endpoint for the full response)
GET/api/v1/frames$0.02

Compare one financial metric across every public company for a single period

One reported XBRL financial fact for every company that disclosed it in a calendar period, for peer screening. Pass ?tag= (e.g. Revenues), ?period= (CY2024, CY2024Q1, or CY2024Q1I for balance-sheet facts), ?taxonomy= (default us-gaap), ?unit= (default USD), and ?limit=. Sorted by value. Sourced from SEC EDGAR.

Example request
GET /api/v1/frames
Response type (TypeScript)
interface FramesResponse {
  source: string;
  as_of: string;
  tag: string;
  taxonomy: string;
  label: string;
  unit: string;
  period: string;
  total_filers: number;
  count: number;
  data: Array<{
    cik: string;
    entity: string;
    value: number;
    start: string;
    end: string;
    accession: string;
  }>;
}
Example response (click to expand)
{
  "source": "sec_edgar",
  "as_of": "2026-06-01T21:38:25.440Z",
  "tag": "Revenues",
  "taxonomy": "us-gaap",
  "label": "Revenues",
  "unit": "USD",
  "period": "CY2023",
  "total_filers": 2666,
  "count": 10,
  "data": [
    {
      "cik": "0000104169",
      "entity": "Walmart Inc.",
      "value": 648125000000,
      "start": "2023-02-01",
      "end": "2024-01-31",
      "accession": "0000104169-26-000055"
    },
    {
      "cik": "0000731766",
      "entity": "UnitedHealth Group Incorporated",
      "value": 371622000000,
      "start": "2023-01-01",
      "end": "2023-12-31",
      "accession": "0000731766-26-000062"
    },
    {
      "cik": "0001067983",
      "entity": "BERKSHIRE HATHAWAY INC",
      "value": 364482000000,
      "start": "2023-01-01",
      "end": "2023-12-31",
      "accession": "0001193125-26-083899"
    },
    {
      "cik": "0000064803",
      "entity": "CVS HEALTH CORPORATION",
      "value": 357776000000,
      "start": "2023-01-01",
      "end": "2023-12-31",
      "accession": "0000064803-26-000010"
    },
    {
      "cik": "0000034088",
      "entity": "Exxon Mobil Corporation",
      "value": 344582000000,
      "start": "2023-01-01",
      "end": "2023-12-31",
      "accession": "0000034088-26-000045"
    },
    {
      "cik": "0001652044",
      "entity": "Alphabet Inc.",
      "value": 307394000000,
      "start": "2023-01-01",
      "end": "2023-12-31",
      "accession": "0001652044-26-000018"
    },
    {
      "cik": "0001140859",
      "entity": "Cencora, Inc.",
      "value": 262173411000,
      "start": "2022-10-01",
      "end": "2023-09-30",
      "accession": "0001140859-26-000012"
    },
    {
      "cik": "0000909832",
      "entity": "COSTCO WHOLESALE CORP /NEW",
      "value": 242290000000,
      "start": "2022-08-29",
      "end": "2023-09-03",
      "accession": "0000909832-25-000101"
    },
    {
      "cik": "0000721371",
      "entity": "Cardinal Health, Inc.",
      "value": 204979000000,
      "start": "2022-07-01",
      "end": "2023-06-30",
      "accession": "0000721371-25-000079"
    },
    {
      "cik": "0000093410",
      "entity": "Chevron Corp",
      "value": 200949000000,
      "start": "2023-01-01",
      "end": "2023-12-31",
      "accession": "0000093410-26-000078"
    }
  ]
}
GET/api/v1/form-3/{ticker}$0.02

Initial insider ownership from SEC Form 3: holdings reported when an insider role begins

Initial beneficial-ownership holdings parsed from SEC Form 3 filings, the first report an insider files on becoming a director, officer, or 10% holder. Each holding carries the security, shares owned, direct or indirect ownership, and derivative terms. Complements Form 4 transactions. ?limit= filings (default 5). Sourced from SEC EDGAR.

Example request
GET /api/v1/form-3/AAPL
Response type (TypeScript)
interface Form3Response {
  ticker: string;
  data: {
    filings_parsed: number;
    holding_count: number;
    holdings: Array<{
      owner_name: string;
      is_director: boolean;
      is_officer: boolean;
      officer_title: string;
      is_ten_percent_owner: boolean;
      filing_date: string;
      accession: string;
      url: string;
      security: string;
      shares: number;
      direct_or_indirect: string;
      nature_of_ownership: string;
      is_derivative: boolean;
      exercise_price: null;
      exercise_date: null;
      expiration_date: null;
      underlying_security: string;
      underlying_shares: number;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "filings_parsed": 5,
    "holding_count": 23,
    "holdings": [
      {
        "owner_name": "Newstead Jennifer",
        "is_director": false,
        "is_officer": true,
        "officer_title": "SVP, GC and Secretary",
        "is_ten_percent_owner": false,
        "filing_date": "2026-03-06",
        "accession": "0001780525-26-000003",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000178052526000003/wk-form3_1772839848.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": "Common Stock",
        "underlying_shares": 301040
      },
      {
        "owner_name": "Newstead Jennifer",
        "is_director": false,
        "is_officer": true,
        "officer_title": "SVP, GC and Secretary",
        "is_ten_percent_owner": false,
        "filing_date": "2026-03-06",
        "accession": "0001780525-26-000003",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000178052526000003/wk-form3_1772839848.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": "Common Stock",
        "underlying_shares": 48871
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-01-02",
        "accession": "0002100523-26-000002",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210052326000002/wk-form3_1767396618.xml",
        "security": "Common Stock",
        "shares": 39130,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": false,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": null,
        "underlying_shares": null
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-01-02",
        "accession": "0002100523-26-000002",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210052326000002/wk-form3_1767396618.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": "Common Stock",
        "underlying_shares": 1080
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-01-02",
        "accession": "0002100523-26-000002",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210052326000002/wk-form3_1767396618.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": "Common Stock",
        "underlying_shares": 1898
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-01-02",
        "accession": "0002100523-26-000002",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210052326000002/wk-form3_1767396618.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": "Common Stock",
        "underlying_shares": 2223
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-01-02",
        "accession": "0002100523-26-000002",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210052326000002/wk-form3_1767396618.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security": "Common Stock",
        "underlying_shares": 2643
      },
      {
        "owner_name": "Borders Ben",
        "is_director": false,
        "is_officer": true,
        "officer_title": "Principal Accounting Officer",
        "is_ten_percent_owner": false,
        "filing_date": "2026-01-02",
        "accession": "0002100523-26-000002",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210052326000002/wk-form3_1767396618.xml",
        "security": "Restricted Stock Unit",
        "shares": null,
        "direct_or_indirect": "D",
        "nature_of_ownership": null,
        "is_derivative": true,
        "exercise_price": null,
        "exercise_date": null,
        "expiration_date": null,
        "underlying_security
… (truncated — call the endpoint for the full response)
GET/api/v1/beneficial-ownership/{ticker}$0.02

Schedule 13D/13G beneficial-ownership & activist stakes filed on a company (5%+ trigger)

Schedule 13D/13G filings — triggered when a holder crosses 5% of a class — disclosing beneficial-ownership and activist stakes in a US-listed company, from SEC EDGAR. Per filing: the reporting person, filer-reported percent of class (can be <5% if held via derivatives), shares, voting/dispositive power, and (for 13D) the activist intent. `?type=13D|13G|all`, `?limit=` max 25.

Example request
GET /api/v1/beneficial-ownership/AAPL
Response type (TypeScript)
interface BeneficialOwnershipResponse {
  ticker: string;
  data: {
    cik: string;
    company: string;
    filings_parsed: number;
    count: number;
    filings: Array<{
      schedule: string;
      form: string;
      is_amendment: boolean;
      filing_date: string;
      accession: string;
      url: string;
      structured: boolean;
      issuer_name: string;
      cusip: string;
      security_class: string;
      event_date: string;
      purpose: null;
      reporting_persons: Array<{
        reporting_person: string;
        citizenship: string;
        percent_of_class: number;
        aggregate_shares_owned: number;
        sole_voting_power: number;
        shared_voting_power: number;
        sole_dispositive_power: number;
        shared_dispositive_power: number;
        type_of_reporting_person: string;
        type_of_reporting_person_label: string;
      }>;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "AAPL",
  "data": {
    "cik": "0000320193",
    "company": "Apple Inc.",
    "filings_parsed": 1,
    "count": 1,
    "filings": [
      {
        "schedule": "13G",
        "form": "SCHEDULE 13G",
        "is_amendment": false,
        "filing_date": "2026-04-29",
        "accession": "0002100119-26-000139",
        "url": "https://www.sec.gov/Archives/edgar/data/320193/000210011926000139/primary_doc.xml",
        "structured": true,
        "issuer_name": "Apple Inc",
        "cusip": "037833100",
        "security_class": "Common Stock",
        "event_date": "2026-03-31",
        "purpose": null,
        "reporting_persons": [
          {
            "reporting_person": "Vanguard Capital Management",
            "citizenship": "PA",
            "percent_of_class": 7.48,
            "aggregate_shares_owned": 1099168953,
            "sole_voting_power": 145321305,
            "shared_voting_power": 0,
            "sole_dispositive_power": 1099168953,
            "shared_dispositive_power": 0,
            "type_of_reporting_person": "IA",
            "type_of_reporting_person_label": "Investment Adviser"
          }
        ]
      }
    ]
  },
  "source": "sec_edgar",
  "as_of": "2026-04-29T00:00:00.000Z"
}
GET/api/v1/form-144/{ticker}$0.02

Insider intent-to-sell notices (SEC Form 144) for a company — leads the Form 4

Insider intent-to-sell notices (SEC Form 144) for one US-listed company — the leading indicator that front-runs the Form 4. Per notice: the insider and relationship, shares to be sold, aggregate market value, approximate sale date, broker, shares outstanding, and any sales in the past 3 months. A PROPOSED sale, not an executed trade. `?limit=` max 25. From SEC EDGAR.

Example request
GET /api/v1/form-144/AAPL
Response type (TypeScript)
interface Form144Response {
  ticker: string;
  data: {
    filings_parsed: number;
    count: number;
    notices: Array<{
      filing_date: string;
      accession: string;
      form: string;
      url: string;
      structured: boolean;
      insider_name: string;
      relationships: string[];
      security: string;
      broker: string;
      shares_to_be_sold: number;
      aggregate_market_value: number;
      shares_outstanding: number;
      approx_sale_date: string;
      exchange: string;
      notice_date: string;
      acquisitions: Array<{
        security: string;
        acquired_date: string;
        nature_of_acquisition: string;
        amount_acquired: number;
      }>;
      sold_past_3_months: Array<{
        seller: string;
        sale_date: string;
        shares_sold: number;
        gross_proceeds: number;
      }>;
    }>;
  };
  source: string;
  as_of: string;
}
Example response (click to expand)
{
  "ticker": "NTCT",
  "data": {
    "filings_parsed": 1,
    "count": 1,
    "notices": [
      {
        "filing_date": "2026-06-05",
        "accession": "0002090999-26-000007",
        "form": "144",
        "url": "https://www.sec.gov/Archives/edgar/data/1078075/000209099926000007/primary_doc.xml",
        "structured": true,
        "insider_name": "SINGHAL ANIL K",
        "relationships": [
          "Director"
        ],
        "security": "Common",
        "broker": "TD Securities (USA) LLC",
        "shares_to_be_sold": 42013,
        "aggregate_market_value": 1730007.11,
        "shares_outstanding": 71495215,
        "approx_sale_date": "2026-06-05",
        "exchange": "NASDAQ",
        "notice_date": "2026-06-05",
        "acquisitions": [
          {
            "security": "Common",
            "acquired_date": "2002-05-30",
            "nature_of_acquisition": "Gift",
            "amount_acquired": 80343
          }
        ],
        "sold_past_3_months": [
          {
            "seller": "The Chirag Foundation - Anil and Abha Singhal, Trustees",
            "sale_date": "2026-05-29",
            "shares_sold": 9345,
            "gross_proceeds": 388270
          },
          {
            "seller": "The Chirag Foundation - Anil and Abha Singhal, Trustees",
            "sale_date": "2026-06-01",
            "shares_sold": 40655,
            "gross_proceeds": 1725142
          }
        ]
      }
    ]
  },
  "source": "sec_edgar",
  "as_of": "2026-06-05T00:00:00.000Z"
}
GET/api/v1/form-144$0.02

Market-wide recent insider intent-to-sell notices (SEC Form 144) across all issuers

Market-wide recent Form 144 insider intent-to-sell notices across all US issuers — who is filing to sell, before the Form 4 confirms it. Per notice: ticker, issuer, insider, shares to be sold, aggregate market value, and approximate sale date. Tune the window with `?days=` (max 90) or `?startdt`/`?enddt`, and `?limit=` (max 50). Proposed sales, not executed. From SEC EDGAR.

Example request
GET /api/v1/form-144
Response type (TypeScript)
interface Form144FeedResponse {
  source: string;
  as_of: string;
  start_date: string;
  end_date: string;
  total_matches: number;
  count: number;
  notices: Array<{
    ticker: string;
    issuer: string;
    issuer_cik: string;
    insider_name: string;
    relationships: string[];
    security: string;
    shares_to_be_sold: number;
    aggregate_market_value: number;
    approx_sale_date: string;
    filing_date: string;
    accession: string;
    url: string;
  }>;
}
Example response (click to expand)
{
  "source": "sec_edgar",
  "as_of": "2026-06-05T00:00:00.000Z",
  "start_date": "2026-05-29",
  "end_date": "2026-06-05",
  "total_matches": 1121,
  "count": 1,
  "notices": [
    {
      "ticker": "NTCT",
      "issuer": "NETSCOUT SYSTEMS INC",
      "issuer_cik": "0001078075",
      "insider_name": "SINGHAL ANIL K",
      "relationships": [
        "Director"
      ],
      "security": "Common",
      "shares_to_be_sold": 42013,
      "aggregate_market_value": 1730007.11,
      "approx_sale_date": "2026-06-05",
      "filing_date": "2026-06-05",
      "accession": "0002090999-26-000007",
      "url": "https://www.sec.gov/Archives/edgar/data/1078075/000209099926000007/primary_doc.xml"
    }
  ]
}
GET/api/v1/fund-holdings/{cik}$0.03

Institutional 13F holdings for a fund by CIK: every position, value, and shares

The latest 13F-HR institutional holdings for a fund or investment manager, looked up by its SEC CIK. Returns every reported position with issuer, CUSIP, market value, share count, option type, and voting authority, plus the portfolio's total value, sorted largest first. ?limit= positions. Sourced from SEC EDGAR.

Example request
GET /api/v1/fund-holdings/0000320193
Response type (TypeScript)
interface FundHoldingsResponse {
  cik: string;
  filer: string;
  source: string;
  as_of: string;
  data: {
    form: string;
    accession: string;
    filing_date: string;
    report_date: string;
    total_positions: number;
    total_value: number;
    count: number;
    holdings: Array<{
      issuer: string;
      title_of_class: string;
      cusip: string;
      value: number;
      shares: number;
      shares_type: string;
      put_call: null;
      investment_discretion: string;
      voting_sole: number;
      voting_shared: number;
      voting_none: number;
    }>;
  };
}
Example response (click to expand)
{
  "cik": "0001067983",
  "filer": "BERKSHIRE HATHAWAY INC",
  "source": "sec_edgar",
  "as_of": "2026-05-15T00:00:00.000Z",
  "data": {
    "form": "13F-HR",
    "accession": "0001193125-26-226661",
    "filing_date": "2026-05-15",
    "report_date": "2026-03-31",
    "total_positions": 90,
    "total_value": 263095703570,
    "count": 10,
    "holdings": [
      {
        "issuer": "AMERICAN EXPRESS CO",
        "title_of_class": "COM",
        "cusip": "025816109",
        "value": 45087984892,
        "shares": 149061045,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 149061045,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "COCA COLA CO",
        "title_of_class": "COM",
        "cusip": "191216100",
        "value": 21501063540,
        "shares": 282722729,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 282722729,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "APPLE INC",
        "title_of_class": "COM",
        "cusip": "037833100",
        "value": 20471924668,
        "shares": 80664820,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 80664820,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "OCCIDENTAL PETE CORP",
        "title_of_class": "COM",
        "cusip": "674599105",
        "value": 17221193015,
        "shares": 264941431,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 264941431,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "APPLE INC",
        "title_of_class": "COM",
        "cusip": "037833100",
        "value": 15618994925,
        "shares": 61542988,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 61542988,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "BANK AMERICA CORP",
        "title_of_class": "COM",
        "cusip": "060505104",
        "value": 15151500000,
        "shares": 310800000,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 310800000,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "CHEVRON CORPORATION",
        "title_of_class": "COM",
        "cusip": "166764100",
        "value": 12052286868,
        "shares": 58251749,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 58251749,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "ALPHABET INC",
        "title_of_class": "CAP STK CL A",
        "cusip": "02079K305",
        "value": 11871367661,
        "shares": 41283098,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 41283098,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "CHUBB LTD SWITZ",
        "title_of_class": "COM",
        "cusip": "H1467J104",
        "value": 11162836215,
        "shares": 34249183,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 34249183,
        "voting_shared": 0,
        "voting_none": 0
      },
      {
        "issuer": "APPLE INC",
        "title_of_class": "COM",
        "cusip": "037833100",
        "value": 8812603960,
        "shares": 34724000,
        "shares_type": "SH",
        "put_call": null,
        "investment_discretion": "DFND",
        "voting_sole": 34724000,
        "voting_shared": 0,
        "voting_none": 0
      }
    ]
  }
}
GET/api/v1/dossier/{ticker}$0.05

SEC filing dossier in one call: recent filings, insider trades, material 8-K events, and Form 3

A company's recent SEC disclosure picture in one call: the filings index, insider transactions from Form 4 with a net buy/sell signal, material 8-K events by item code, and initial holdings from Form 3. The CIK is resolved once and shared across sections (faster than four separate calls), at a lower combined price. From SEC EDGAR; sections degrade independently.

Example request
GET /api/v1/dossier/AAPL

Example response coming soon — call the endpoint to see the live shape, or check /openapi.json.