Ticker pack: dossier, insider flow and institutional holders

One ticker, one purchase, the full picture. Send POST /v1/ticker-pack with the required field ticker and pay $2.00 per call over x402 with USDC on an EVM chain. It returns a JSON object with report, company, ticker, cik, sources and 3 more.

Runs the company due-diligence dossier (SEC filings, XBRL financials, grounded web research), the Form 4 insider-flow report with the actual transactions parsed, and a 13F institutional-holder sample read live off SEC EDGAR full-text search, then stitches them into ONE cited report: company, filings, insider flow, institutional holders and what to check next, with a merged source list and downloadable data appendices. Cheaper than buying the parts separately. SEC EDGAR data, not investment advice. USDC (x402/MPP) or card (Stripe). Not cached.

Category: LLM gateway · Tags: research due-diligence bundle sec edgar 13f holders insider

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Parameters

Example request

curl -i -X POST https://agent402.tools/v1/ticker-pack \
  -H "Content-Type: application/json" \
  -d '{"ticker":"AAPL","days":90}'

Without payment this returns HTTP 402 Payment Required with the exact price for ticker-pack; any x402 v2 or MPP client pays it and retries.

Example response

{
  "report": "# Ticker Pack: Example Corp (EXMP)\n\n**2026-08-22** · company dossier · insider flow (90d) · 9 institutional holders (sample) · 31 sources\n\n## Executive summary\n...\n\n## Company\n...\n\n## Filings\n| Form | Filed | Period | Document |\n| --- | --- | --- | --- |\n\n## Insider flow (last 90 days)\n...\n\n## Institutional holders (13F)\n...\n\n## What to check next\n- ...\n\n## Sources\n[1] 10-K filed 2026-02-01 - SEC EDGAR - https://www.sec.gov/...",
  "company": "Example Corp",
  "ticker": "EXMP",
  "cik": "0000000000",
  "sources": [
    {
      "n": 1,
      "title": "10-K filed 2026-02-01 - SEC EDGAR",
      "url": "https://www.sec.gov/..."
    }
  ],
  "tables": [
    {
      "name": "holders",
      "label": "Institutional holders (13F sample)",
      "columns": [
        "Manager",
        "CIK",
        "Period",
        "Filed",
        "Shares reported",
        "Value reported (as filed)",
        "Implied USD/share",
        "Option rows",
        "Option shares",
        "Principal rows",
        "Share classes",
        "Information table"
      ],
      "rows": [
        [
          "EXAMPLE ASSET MANAGEMENT LLC",
          "0000000001",
          "2026-06-30",
          "2026-08-12",
          "12025",
          "3509184",
          "291.8032",
          "0",
          "0",
          "0",
          "COM",
          "https://www.sec.gov/Archives/edgar/data/1/000000000000000000/infotable.xml"
        ]
      ]
    }
  ],
  "evidence": {
    "filings": {
      "ok": true,
      "count": 24,
      "cik": "0000000000",
      "browseUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000000000"
    },
    "dossier": {
      "ok": true,
      "sources": 20,
      "webAngles": 4,
      "filings10k": 1,
      "filings10q": 3,
      "filings8k": 6
    },
    "insider": {
      "ok": true,
      "windowDays": 90,
      "filingsInWindow": 11,
      "filingsRead": 11,
      "transactions": 18,
      "openMarketBuys": 1,
      "buyUsd": 240000,
      "openMarketSells": 3,
      "sellUsd": 1850000,
      "netOpenMarketUsd": -1610000
    },
    "holders": {
      "ok": true,
      "managers": 9,
      "sharesReported": 1975812,
      "scanned": 12,
      "failedScans": 0,
      "complete": false,
      "note": "A sample of 13F filers from EDGAR full-text search, not the complete holder list."
    },
    "packSynthesis": {
      "ok": true,
      "model": "anthropic/claude-opus-5"
    }
  },
  "meta": {
    "tier": "ticker-pack",
    "company": "Example Corp",
    "ticker": "EXMP",
    "cik": "0000000000",
    "legs_produced": 3,
    "legs": {
      "dossier": true,
      "insider": true,
      "holders": true
    },
    "insider_window_days": 90,
    "holder_sample_managers": 9,
    "holder_sample_complete": false,
    "sources_cited": 31,
    "synthesis_model": "anthropic/claude-opus-5"
  }
}

From an MCP client

catalog.call {
  "slug": "ticker-pack",
  "params": {
    "ticker": "AAPL",
    "days": 90
  }
}

The hosted connector at https://agent402.tools/mcp needs a payment for ticker-pack; the stdio package pays it from a wallet or from AGENT402_CREDITS_KEY. Local install: npx -y agent402-mcp.

Errors and behavior

• ticker is required. An input the tool rejects returns an HTTP 4xx whose body carries error, tool, expected, required and example, so the caller can correct it.
• A paid call that ends in any status of 400 or above is not charged over x402, MPP or a prepaid credits key: settlement is cancelled when the tool fails.
• Wallet-only: this tool runs a model, so it has no proof-of-work tier. A prepaid card-credits key issued earlier (Authorization: Bearer a402_...) also pays it.
• Model-backed: the answer is generated by a model, so the same input can produce different wording.
• Long-running: payment settles after the work finishes, so only EVM exact payments are offered.
• A GET or HEAD to /v1/ticker-pack returns the same 402 quote, so the price can be read without a body.
• An Idempotency-Key header makes a retried paid call replay the first 200 instead of charging again (an answer larger than 1 MB and a streamed response are not replayed).

Paid call (JavaScript agent)

import { wrapFetchWithPayment } from "@x402/fetch";
import { x402Client } from "@x402/core/client";
import { registerExactEvmScheme } from "@x402/evm/exact/client";
import { privateKeyToAccount } from "viem/accounts";

const client = new x402Client();
client.setSpendControls?.(false); // keep your own spending ceiling in code
registerExactEvmScheme(client, { signer: privateKeyToAccount(KEY) });
const payFetch = wrapFetchWithPayment(fetch, client);

const res = await payFetch("https://agent402.tools/v1/ticker-pack", {
  method: "POST",
  headers: { "Content-Type": "application/json" },
  body: JSON.stringify({
    "ticker": "AAPL",
    "days": 90
  }),
});

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