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

All 7 run inside the single $0.85 call above. Each is also callable on its own if you only need one part.

• EDGAR company lookup (ticker → CIK) 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 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) 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) 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) 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 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) 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.

Call it directly

Any x402 client pays the 402 and gets the whole workflow back in one response:

npx agent402-client call sec-filings-deep-dive {"ticker":"AAPL"}

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.

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