SEC filings deep-dive

Pull the full EDGAR picture of a US public company in one workflow: recent filings, key financial time series, insider trades, and full-text search across the corpus.

When to use this pack

Pre-earnings prep, an investment thesis, M&A diligence, or journalism — anywhere you need the source documents instead of a paid terminal's summary.

Tools in this pack

• EDGAR company lookup (ticker → CIK) $0.001 GET /api/edgar-company-lookup Resolve a US stock ticker (e.g. AAPL) to its SEC CIK number, the primitive every other EDGAR call needs. Returns CIK in both zero-padded (0000320193) and integer form, plus the registered company name. Backed by SEC's company_tickers.json (public domain). ?ticker=AAPL
• EDGAR recent filings $0.015 GET /api/edgar-filings Recent SEC filings for a company by ticker or CIK, newest first. Optionally filter by form type (10-K, 10-Q, 8-K, 4, S-1, etc.). Each row links to the primary document on SEC.gov. Source: data.sec.gov/submissions (public domain). ?ticker=AAPL&form=10-K&limit=10
• EDGAR XBRL company-facts (all tags) $0.025 GET /api/edgar-company-facts All XBRL concepts reported by a company. Default returns a compact summary per tag (label, unit, latest value, latest end date) — typically a few hundred KB. Pass tags=Revenues,Assets,NetIncomeLoss to get full time-series for just those concepts. Source: data.sec.gov/api/xbrl/companyfacts. ?ticker=AAPL
• EDGAR XBRL company-concept (one tag, full history) $0.015 GET /api/edgar-company-concept Full reported history of a single XBRL concept for one company (e.g. quarterly Revenues for Apple). Each datapoint cites the accession number and filing that reported it, so you can trace the number back to a 10-K/10-Q. Source: data.sec.gov/api/xbrl/companyconcept. ?ticker=AAPL&taxonomy=us-gaap&tag=Revenues
• EDGAR insider trades (Form 4) $0.015 GET /api/edgar-insider-trades Recent Form 4 insider transactions filed against a company (officer, director, or 10% holder trades). Backed by EDGAR's full-text search (efts.sec.gov) filtered by subject-company CIK — Form 4 is owned by each insider's CIK, not the company's, so this is the only single-call path. ?ticker=AAPL&days=30
• EDGAR full-text search $0.015 GET /api/edgar-search General-purpose full-text search across every SEC filing since 2001. Find any phrase in any filing — material-weakness language in 10-Ks, going-concern in 10-Qs, "Russia" exposure across all forms. Supports form-type, CIK, US-state, and date-window filters. Source: EDGAR full-text search (efts.sec.gov). ?q=going+concern&forms=10-Q&days=30
• EDGAR 13F-HR holdings (institutional positions) $0.025 GET /api/edgar-13f-holdings Top holdings from an institutional investment manager's most recent 13F-HR filing (managers >$100M AUM file quarterly). Parses the standard SEC informationtable.xml attached to the filing — returns issuer, CUSIP, shares, USD value, and voting authority for each position. Sorted by USD value, descending. Source: data.sec.gov + filing archive. ?cik=1067983 (Berkshire) or ?ticker=BRK-B

Workflow

1. Resolve the ticker to a SEC CIK with edgar-company-lookup — every other tool keys off CIK, and tickers change (mergers, listings, spinoffs) while CIKs are stable.
2. Pull the recent filing history with edgar-filings — 10-K (annual), 10-Q (quarterly), 8-K (material events), DEF 14A (proxy). The 8-K stream is the freshest signal: M&A, exec departures, material agreements, restatements.
3. Use edgar-company-facts for a structured snapshot of every XBRL tag the company has ever filed (revenue, net income, assets, cash, etc.) — one call returns the full time series for tagging in your own model.
4. Drill into a single concept with edgar-company-concept (e.g. us-gaap:Revenues, NetIncomeLoss) to compare a specific metric across years without parsing 10-K HTML.
5. Run edgar-insider-trades to surface Form 4 transactions (officer/director buys + sells) in the last N days — concentrated insider selling around an event is one of the highest-signal-to-noise flags in public-markets research.
6. Run edgar-search to full-text query the filing corpus for any phrase the company has ever filed — useful for finding the exact 10-K paragraph mentioning a competitor, a risk factor, or a litigation matter.
7. Optional: pull edgar-13f-holdings on a known institutional manager (Berkshire = CIK 1067983, Bridgewater, etc.) to see whether they hold the target company and at what dollar weight.

Run it in Claude

claude mcp add agent402 -s user -- npx -y agent402-mcp@latest

Then paste this prompt into Claude:

Build a research brief on AAPL using Agent402's EDGAR tools. (1) Resolve the ticker → CIK with edgar-company-lookup. (2) List the 25 most recent filings via edgar-filings — flag any 8-K from the last 90 days. (3) Pull edgar-company-facts and report the 4-quarter trend for Revenues, NetIncomeLoss, and Assets. (4) Run edgar-insider-trades over the last 90 days and flag any director/officer who sold >$1M. (5) Run edgar-search for 'going concern' restricted to this CIK to surface auditor risk language. Output a markdown brief with each section linking back to the source filing URL.

← All skill packs