SEC EDGAR Fundamentals MCP Server

Insider transactions from every issuer at once, filtered by date range, transaction code, direction, minimum stated value, the role the filer holds and Rule 10b5-1 status. Returns one row per transaction, which is the unit to ask for when the question is about trades rather than about the people making them: which open-market purchases were filed last week, which sales were not scheduled under a plan, which directors disposed of stock above a threshold, how much of a run of selling was an option exercise rather than a decision. Each row names its issuer and its owner CIK, so an interesting row can be followed into insider_profile. For one row per person with their totals already rolled up use screen_insiders; for a single company use issuer_insider_activity. Results are paged and the page ceiling is published in the response. A Form 4 is filed within two business days of its transaction and a Form 5 annually, so this screens filings rather than trades as they happen. See /.well-known/x402 for current pricing.

The same filters as screen_insider_transactions, aggregated the other way: one row per person, ranked by the cash they realized from open-market sales inside the window. This is the tool for a question about people rather than trades — which executives have been selling, who recently became liquid, which directors realized the most across every company they are an insider at — because it returns people with their totals, roles, issuers and Rule 10b5-1 coverage already rolled up instead of a list of transactions to aggregate yourself. Every total counts open-market sales only and carries the transaction codes it excluded and why, so an option exercise or shares withheld against a tax liability is never counted as somebody selling. Each row carries the owner CIK to pass to insider_profile for that person's full history. Share counts are exactly as filed and there is no wealth estimate anywhere in the answer: this service has no market data feed. A Form 4 is filed within two business days of its transaction and a Form 5 annually. See /.well-known/x402 for current pricing.

Resolves an exchange ticker to its SEC filer and returns that filer's reference data in one call: the zero-padded ten-digit CIK that identifies it in EDGAR, its official registrant name, its SIC industry classification code with the code's description, the exchanges its securities trade on, and the fiscal year end that determines where its fiscal quarters fall. Reach for this first — to confirm a ticker is a real SEC filer, to resolve it to a CIK, to establish industry or sector context, to choose peers to compare against, or to learn a filer's fiscal calendar before reading quarterly figures or lining its periods up against another company whose year ends elsewhere. Returns the CIK and registrant name together with the SIC code and description, the exchange list and the fiscal year end. See /.well-known/x402 for current pricing.

Compares one normalized metric across several filers in a single call, with reporting periods aligned so companies whose fiscal calendars end in different months still line up period by period. Use it for peer, competitor or ranking questions — which of these companies earns the most revenue, whose total assets grew fastest, how a filer's net income stands against its sector — where the same figure is wanted for two to eight tickers. Exactly one metric per call, because the upstream aligns a single metric across companies rather than returning a matrix; ask again per metric if you need more. Returns one row per ticker carrying the aligned period values and the resolved XBRL tag, plus a per-row error for any ticker that fails to resolve or has never reported the metric. See /.well-known/x402 for current pricing.

The reported time series for a single normalized metric from one company's XBRL facts — every revenue, net_income or assets observation the filer has published, each with its value, unit, period start and end, and the filing it came from. Use it when a question is about the history, trend or growth of one figure rather than a whole statement, or when you must reconcile a number against the filing it was tagged in. Returns the observations newest first alongside the upstream tag and taxonomy that actually resolved, which matters because filers tag the same economic concept differently and a series cannot be compared across companies without knowing which tag answered. See /.well-known/x402 for current pricing.

Recent EDGAR filing history for one company, newest first: form type (10-K, 10-Q, 8-K, S-1 and the rest), filing date, the period end the document reports on, its accession number and a direct link to the document. Use it to establish what a company has filed and when — whether the latest annual report is out, whether a fiscal quarter has been reported yet, or how much recent 8-K activity there has been — before deciding which numbers are even available. Pass `form` to narrow to one filing type; omit it for every type. See /.well-known/x402 for current pricing.

The normalized financial statement view for one company across recent fiscal periods: revenue, gross profit, operating income, research and development, net income, diluted earnings per share, total and current assets and liabilities, stockholders equity, cash, operating cash flow and capital expenditures, plus the derived ratios gross_margin, operating_margin, net_margin and current_ratio. Reach for this by default when a question is about a company's performance, profitability or margins over annual or quarterly periods rather than the history of one figure. Returns one record per fiscal period newest first, the upstream XBRL tag that supplied each figure so any number can be traced back to the 10-K or 10-Q, and the list of metrics this filer never reported. See /.well-known/x402 for current pricing.

Everything the corpus holds about one person, identified by the owner CIK the SEC assigns them: every name spelling they have filed under, every issuer and role they hold or have held as director, officer or ten-percent owner, their position series per security, and a realized-proceeds ledger counting open-market sales only — with every excluded transaction code itemised and the reason it was left out, because counting a tax withholding as a sale is how a total ends up wrong in the flattering direction. Returns one person, not a list of transactions. Reach for it when the subject of the question is an individual: what an executive has realized across every company they file at, when they became an insider, how much of their selling was scheduled in advance under a Rule 10b5-1 plan. Pass name instead of owner_cik to look up candidate CIKs for a spelling — two people share a name more often than anyone expects, so candidates come back for you to choose between and are never merged. Share counts are reported exactly as filed: this service has no market data feed, publishes no estimated position value and states no wealth figure. A Form 4 is filed within two business days of its transaction and a Form 5 annually. See /.well-known/x402 for current pricing.

Every Form 3, 4 and 5 row filed against one company — identified by ticker — by its directors, officers and ten-percent owners, newest transaction first. Returns transaction rows, one per filed row, each carrying the transaction code with its plain-language meaning, the acquired or disposed direction read from the filing's own flag rather than inferred from the code, the shares, the value the filing stated, the position held afterwards, and Rule 10b5-1 status where the filing states it. Reach for this when the question is about one company: who among its insiders has been buying or selling, whether a disposal was an open-market sale or shares withheld against an option exercise, which executives filed a Form 4 last month. Optional date-range, transaction-code, direction and row-kind filters narrow the read before it is paid for. For the same question across every issuer at once use screen_insider_transactions; for one row per person with the totals already rolled up use screen_insiders. A Form 4 is filed within two business days of its transaction and a Form 5 annually, so these rows trail the trades they describe. See /.well-known/x402 for current pricing.

The most recently filed Form 3, 4 and 5 rows in the corpus, across every issuer and every insider, newest filing first, capped at a small fixed number the response states. It takes no arguments — no filter, no paging, no way to ask for more — so an agent can establish that the corpus is live, see the shape of a row and read a real transaction code before committing to anything. Every filter is on another tool: issuer_insider_activity for one company by ticker, screen_insider_transactions for transactions across all issuers, screen_insiders and insider_profile when the answer wanted is people rather than trades. These rows describe filings: a Form 4 is filed within two business days of its transaction and a Form 5 annually, so what a row reports already happened. See /.well-known/x402 for current pricing.

Publishes the canonical metric vocabulary this server normalizes SEC XBRL facts into: for each metric its key (revenue, net_income, assets, operating_cash_flow, ...), a human label, the statement it belongs to (income, balance, cashflow, entity), its unit, and the ranked upstream us-gaap/dei tag candidates tried in order until a filer's own tagging matches. Reach for this before any other paid call whenever you need to know which metric keys get_concept, get_financials and compare_companies will accept, or which XBRL tags stand behind a reported figure. Returns the full metric table plus the derived ratios (gross_margin, operating_margin, net_margin, current_ratio) with the numerator and denominator each is computed from. No parameters, no upstream lookup. See /.well-known/x402 for current pricing.

Publishes the vocabulary every insider answer is written in: the three SEC ownership form types — Form 3, the initial statement filed when somebody becomes an insider; Form 4, the change; Form 5, the annual catch-up filing — and every Form 3/4/5 transaction code with a plain-language meaning, its category, and whether it describes an open-market decision at all. Read this before drawing any conclusion from an insider row, because the raw one-letter codes are the largest source of wrong ones: only P is an open-market purchase and only S is an open-market sale, F records shares withheld or delivered to satisfy an exercise obligation or a tax liability when an award vests, M is an option exercise or conversion, and A is a grant. Reporting any of the last three as a market decision manufactures signal out of routine compensation mechanics. Takes no arguments and reads no data, so it answers even when nothing else can. See /.well-known/x402 for current pricing.