OpenAPI 3.1.0

Chadwin API

Explore the available endpoints, view their parameters and response fields, and see example requests and responses. For help understanding the datasets and planning your integration, read the guides.

Server

https://api.chadwin.co

Companies

Search US-listed companies by name, ticker, or CIK, and retrieve company details.

Companies Operations

get/v1/companies
get/v1/companies/search

Get company

Returns a single company.

Query Parameters

ticker
Type: string

Supply one ticker; letters normalize to uppercase.
cik
Type: string

Supply one CIK; CIKs normalize to ten digits.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/companies

const result = await client.companies.get({ ticker: "IBM" });

Show Schema

{
  "company": {
    "name": "International Business Machines Corporation",
    "cik": "0000051143",
    "website_url": "https://www.ibm.com",
    "ir_website_url": "https://www.ibm.com/investor",
    "fiscal_year_end": "1231",
    "sic": {
      "code": "3570",
      "office": "Office of Technology",
      "industry_title": "COMPUTER & OFFICE EQUIPMENT"
    },
    "listings": [
      {
        "ticker": "IBM",
        "exchange": "NYSE",
        "share_class_figi": "BBG001S5S399"
      }
    ]
  }
}

Company

Search companies

Returns at most 25 stored companies ranked by ticker, CIK, and company name matches, including historical companies and companies without listings.

Query Parameters

query
Type: string
min length:
1
max length:
100
required

Company name, ticker, or padded or unpadded CIK.

Responses

application/json
application/json
application/json
application/json
application/json

get/v1/companies/search

const result = await client.companies.search({ query: "IBM" });

Show Schema

{
  "companies": [
    {
      "name": "International Business Machines Corporation",
      "cik": "0000051143",
      "website_url": "https://www.ibm.com",
      "ir_website_url": "https://www.ibm.com/investor",
      "fiscal_year_end": "1231",
      "sic": {
        "code": "3570",
        "office": "Office of Technology",
        "industry_title": "COMPUTER & OFFICE EQUIPMENT"
      },
      "listings": [
        {
          "ticker": "IBM",
          "exchange": "NYSE",
          "share_class_figi": "BBG001S5S399"
        }
      ]
    }
  ]
}

Company matches

Company KPIs (Collapsed)

Issuer-specific operating KPIs with annual, half-year and quarterly values from original SEC filing documents. Free subscriber beta.

Company KPIs Operations

get/v1/companies/kpis

Get company KPIs

Returns company KPIs with original SEC citations.

Query Parameters

ticker
Type: string

Supply one ticker; letters normalize to uppercase.
cik
Type: string

Supply one CIK; CIKs normalize to ten digits.
fiscal_year
Type: integer
min:
1900
max:
2100

One fiscal year; cannot be combined with limit.
period
Type: stringenum

Reporting period type. Defaults to annual.
values
- annual
  
  FY values
- half_year
  
  H1 and H2 values
- quarterly
  
  Q1, Q2, Q3 and Q4 values
limit
Type: integer
min:
1
max:
80

Consecutive reporting periods to return, ending at the latest reported period of the selected type. Unreviewed periods are omitted without extending the window. Defaults to 1.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/companies/kpis

const result = await client.companyKpis.get({ ticker: "WMT", fiscalYear: 2025, period: "annual" });

Show Schema

{
  "issuer": {
    "cik": "0000104169",
    "name": "Walmart Inc.",
    "ticker": "WMT"
  },
  "periods": [
    {
      "fiscal_year": 2025,
      "fiscal_period": "FY",
      "kpis": [
        {
          "kpi_id": "0000104169.distribution_facilities",
          "group": "Supply Chain",
          "name": "Distribution facilities worldwide",
          "definition": "Distribution facilities in Walmart’s worldwide supply chain, including fulfillment and return facilities and third-party-operated facilities where reported",
          "unit": "facilities",
          "period_end_date": "2025-01-31",
          "value": "379",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.global_pickup_delivery",
          "group": "Pickup and Delivery",
          "name": "Pickup or delivery locations worldwide",
          "definition": "Walmart locations worldwide offering pickup or delivery services, reported as a combined network",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "8000",
          "value_operator": "gt",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 1. Business — Global omni-channel operations",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.international_distribution_facilities",
          "group": "Supply Chain",
          "name": "International distribution facilities",
          "definition": "Distribution facilities reported for Walmart International, including fulfillment and third-party-operated facilities where reported",
          "unit": "facilities",
          "period_end_date": "2025-01-31",
          "value": "184",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.international_pickup_delivery",
          "group": "Pickup and Delivery",
          "name": "International pickup or delivery locations",
          "definition": "Walmart International locations offering pickup or delivery services, reported as a combined network",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "2900",
          "value_operator": "approx",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 1. Business — Walmart International",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.international_retail_area",
          "group": "Retail Footprint",
          "name": "International retail floor area",
          "definition": "Reported retail floor area of Walmart International retail units at local reporting year ends",
          "unit": "square feet",
          "period_end_date": "2025-01-31",
          "value": "274420000",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.international_retail_units",
          "group": "Retail Footprint",
          "name": "International retail units",
          "definition": "Stores, wholesale clubs and other retail units operated by Walmart International at local reporting year ends; Canada reports in January and most other markets in December",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "5566",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.retail_area",
          "group": "Retail Footprint",
          "name": "Retail floor area worldwide",
          "definition": "Reported retail floor area across Walmart’s stores and clubs worldwide at local reporting year ends",
          "unit": "square feet",
          "period_end_date": "2025-01-31",
          "value": "1052720000",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.retail_units",
          "group": "Retail Footprint",
          "name": "Retail units worldwide",
          "definition": "Stores, clubs and other retail units operated by Walmart worldwide at their local reporting year ends",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "10771",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.sams_clubs",
          "group": "Retail Footprint",
          "name": "Sam’s Club U.S. clubs",
          "definition": "Membership warehouse clubs operated by Sam’s Club in the U.S. and Puerto Rico at fiscal year end",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "600",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.sams_distribution_facilities",
          "group": "Supply Chain",
          "name": "Sam’s Club U.S. distribution facilities",
          "definition": "Dedicated distribution facilities reported for Sam’s Club U.S., including fulfillment and third-party-operated facilities where reported",
          "unit": "facilities",
          "period_end_date": "2025-01-31",
          "value": "31",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.sams_ecommerce_fulfillment_centers",
          "group": "Supply Chain",
          "name": "Sam’s Club U.S. eCommerce fulfillment centers",
          "definition": "Dedicated eCommerce fulfillment centers serving Sam’s Club U.S.; includes temporary centers when reported as part of the operating network",
          "unit": "facilities",
          "period_end_date": "2025-01-31",
          "value": "14",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 1. Business",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.sams_retail_area",
          "group": "Retail Footprint",
          "name": "Sam’s Club U.S. retail floor area",
          "definition": "Reported retail floor area of Sam’s Club U.S. clubs at fiscal year end",
          "unit": "square feet",
          "period_end_date": "2025-01-31",
          "value": "80351000",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.us_discount_stores",
          "group": "Retail Footprint",
          "name": "Walmart U.S. discount stores",
          "definition": "Walmart U.S. discount stores operated at fiscal year end",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "355",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.us_ecommerce_fulfillment_centers",
          "group": "Supply Chain",
          "name": "Walmart U.S. eCommerce fulfillment centers",
          "definition": "Dedicated eCommerce fulfillment centers serving Walmart U.S.; includes temporary centers when reported as part of the operating network",
          "unit": "facilities",
          "period_end_date": "2025-01-31",
          "value": "29",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 1. Business",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.us_retail_area",
          "group": "Retail Footprint",
          "name": "Walmart U.S. retail floor area",
          "definition": "Reported retail floor area of Walmart U.S. stores at fiscal year end",
          "unit": "square feet",
          "period_end_date": "2025-01-31",
          "value": "697949000",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.us_small_formats",
          "group": "Retail Footprint",
          "name": "Walmart U.S. small-format stores",
          "definition": "Walmart U.S. Neighborhood Markets and other small-format stores operated at fiscal year end",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "691",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.us_supercenters",
          "group": "Retail Footprint",
          "name": "Walmart U.S. supercenters",
          "definition": "Walmart U.S. supercenters operated at fiscal year end",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "3559",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.walmart_us_distribution_facilities",
          "group": "Supply Chain",
          "name": "Walmart U.S. distribution facilities",
          "definition": "Distribution facilities reported for the Walmart U.S. segment, including fulfillment, return and third-party-operated facilities where reported",
          "unit": "facilities",
          "period_end_date": "2025-01-31",
          "value": "164",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.walmart_us_stores",
          "group": "Retail Footprint",
          "name": "Walmart U.S. stores",
          "definition": "Stores operated by the Walmart U.S. segment at fiscal year end",
          "unit": "locations",
          "period_end_date": "2025-01-31",
          "value": "4605",
          "value_operator": "eq",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 2. Properties — Retail units and distribution facilities",
            "xbrl_concept": null
          }
        },
        {
          "kpi_id": "0000104169.weekly_customers",
          "group": "Customer Scale",
          "name": "Weekly customers",
          "definition": "Customers served each week through Walmart stores and eCommerce websites worldwide",
          "unit": "customers",
          "period_end_date": "2025-01-31",
          "value": "270000000",
          "value_operator": "approx",
          "source": {
            "type": "sec_filing",
            "form": "10-K",
            "accession_number": "0000104169-25-000021",
            "document": "wmt-20250131.htm",
            "location": "Item 1. Business",
            "xbrl_concept": null
          }
        }
      ]
    }
  ]
}

Company KPI history

Company reports (Collapsed)

Retrieve annual and quarterly company reports as cleaned HTML, and follow updates for Forms 10-K, 10-Q, 20-F, and 40-F and their amendments.

Company reports Operations

get/v1/company-reports
get/v1/company-reports/feed
get/v1/company-reports/{accession}
get/v1/company-reports/{accession}/content.html

List company reports

Lists annual and quarterly company reports. A current/former ticker or current/predecessor CIK selects the full company history across approved CIK links, not only that filer. Items retain their original filing issuer. Cursors require unchanged filters and an unchanged resolved company chain. Unfiltered lists and exact accession reads retain their existing scope.

Query Parameters

from
Type: stringFormat: date
required

Include filings from this date (YYYY-MM-DD)
ticker
Type: string

Current or former ticker; includes the full approved company history and is mutually exclusive with cik
cik
Type: string

Current or predecessor company CIK, up to ten digits; includes the full approved history and is mutually exclusive with ticker
fiscal_year
Type: string

Fiscal year from 1900 through 9999
fiscal_period
Type: stringenum

Filter by fiscal period

values
FYQ1Q2Q3
until
Type: stringFormat: date

Include filings through this date (YYYY-MM-DD); defaults to today
forms
Type: array of stringenum

Filter by form; comma-separated. Includes all forms by default.

values
10-K10-K/A10-Q10-Q/A20-F20-F/A40-F40-F/A
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size 1–1000; default 500

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/company-reports

const result = await client.companyReports.list({
  ticker: "AAPL",
  from: "2025-01-01",
  until: "2025-12-31",
});

Show Schema

{
  "filings": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "fiscal_year": 2025,
      "fiscal_period": "Q3",
      "form": "10-Q",
      "period_end_date": "2025-06-28",
      "filed_at": "2025-08-01",
      "accepted_at": "2025-08-01T10:00:42.000Z",
      "accession_number": "0000320193-25-000073",
      "content_url": "/v1/company-reports/0000320193-25-000073/content.html",
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
    }
  ],
  "next_cursor": null,
  "has_more": false
}

Company reports

List company report updates

Returns one event per newly published 10-K, 10-Q, 20-F, or 40-F report or amendment in publication order. Form filters select filing families and include their /A amendments. Without cursor or start, the response contains the most recent matching events up to limit and a cursor at the current feed head.

Query Parameters

forms
Type: array of stringenum

Filter by report family; comma-separated. Includes all families by default and their /A amendments.

values
10-K10-Q20-F40-F
start
Type: string

Set to now to receive only future updates; cannot be combined with cursor
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/company-reports/feed

const result = await client.feeds.companyReports.listLatest();

Show Schema

{
  "updates": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "feed_event_id": "crfe_000000012345",
      "published_at": "2026-08-12T08:15:30.000Z",
      "accession_number": "0000320193-25-000073",
      "form": "10-Q",
      "accepted_at": "2025-08-01T10:00:42.000Z",
      "period_end_date": "2025-06-28",
      "fiscal_year": 2025,
      "fiscal_period": "Q3",
      "content_url": "/v1/company-reports/0000320193-25-000073/content.html",
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Company report updates

Get company report

Returns metadata for one annual or quarterly report or amendment. Retrieve the report content from the separate endpoint in content_url.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/company-reports/{accession}

const result = await client.companyReports.getByAccession({
  accessionNumber: "0000320193-24-000123",
});

Show Schema

{
  "issuer": {
    "cik": "0000320193",
    "name": "Apple Inc.",
    "ticker": "AAPL"
  },
  "fiscal_year": 2025,
  "fiscal_period": "Q3",
  "form": "10-Q",
  "period_end_date": "2025-06-28",
  "accepted_at": "2025-08-01T10:00:42.000Z",
  "accession_number": "0000320193-25-000073",
  "content_url": "/v1/company-reports/0000320193-25-000073/content.html",
  "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
}

Company report metadata

Get company report HTML

Returns the full annual or quarterly report or amendment as HTML.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

text/html
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/company-reports/{accession}/content.html

const result = await client.companyReports.getHtml({
  accessionNumber: "0000320193-24-000123",
});

Show Schema

<!doctype html><html><body><h1>Company report</h1></body></html>

Company report HTML

Current reports (Collapsed)

Retrieve 8-K and 6-K reports with readable exhibits in one HTML response, and follow new reports and amendments through the update feed.

Current reports Operations

get/v1/current-reports
get/v1/current-reports/feed
get/v1/current-reports/{accession}
get/v1/current-reports/{accession}/content.html

List current reports

Lists 8-K and 6-K reports. A current/former ticker or current/predecessor CIK selects the full company history across approved CIK links, not only that filer. Items retain their original filing issuer. Cursors require unchanged filters and an unchanged resolved company chain. Unfiltered lists and exact accession reads retain their existing scope.

Query Parameters

from
Type: stringFormat: date
required

Include filings from this date (YYYY-MM-DD)
ticker
Type: string

Current or former ticker; includes the full approved company history and is mutually exclusive with cik
cik
Type: string

Optional current or predecessor company CIK, up to ten digits; includes the full approved history and is mutually exclusive with ticker.
until
Type: stringFormat: date

Include filings through this date (YYYY-MM-DD); defaults to today
forms
Type: array of stringenum

Filter by form; comma-separated. Includes all forms by default.

values
8-K8-K/A6-K6-K/A
items
Type: string

Comma-separated exact 8-K item codes, matched with any-match semantics.
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size 1–1000; default 500.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/current-reports

const result = await client.currentReports.list({ ticker: "AAPL", from: "2026-08-01", until: "2026-08-31" });

Show Schema

{
  "filings": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "accession_number": "0000320193-26-000001",
      "form": "8-K",
      "filed_at": "2026-08-18",
      "accepted_at": "2026-08-18T12:00:00.000Z",
      "event_date": "2026-08-17",
      "report_date": null,
      "fiscal_year": null,
      "fiscal_period": null,
      "item_codes": [
        "2.02",
        "9.01"
      ],
      "content_url": "/v1/current-reports/0000320193-26-000001/content.html",
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
    }
  ],
  "next_cursor": null,
  "has_more": false
}

Current reports

List current report updates

Returns one event per newly published 8-K or 6-K report or amendment in publication order. Form filters select filing families and include their /A amendments. Without cursor or start, the response contains the most recent matching events up to limit and a cursor at the current feed head.

Query Parameters

forms
Type: array of "8-K" or "6-K"enum

Filter by report family; comma-separated. Includes all families by default and their /A amendments.
start
Type: string

Set to now to receive only future updates; cannot be combined with cursor
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/current-reports/feed

const result = await client.feeds.currentReports.listLatest();

Show Schema

{
  "updates": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "feed_event_id": "crfe_000000012345",
      "published_at": "2026-08-18T12:01:00.000Z",
      "accession_number": "0000320193-26-000001",
      "form": "8-K",
      "filed_at": "2026-08-18",
      "accepted_at": "2026-08-18T12:00:00.000Z",
      "event_date": "2026-08-17",
      "report_date": null,
      "fiscal_year": null,
      "fiscal_period": null,
      "item_codes": [
        "2.02",
        "9.01"
      ],
      "content_url": "/v1/current-reports/0000320193-26-000001/content.html",
      "metadata_url": "/v1/current-reports/0000320193-26-000001",
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Current report updates

Get current report

Returns one current report directly. event_date applies only to 8-K; report_date applies only to 6-K. Missing source dates are null, fiscal fields are null, and 6-K item_codes is empty.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/current-reports/{accession}

const result = await client.currentReports.get({ accessionNumber: "0001829126-26-010686" });

Show Schema

{
  "issuer": {
    "cik": "0000320193",
    "name": "Apple Inc.",
    "ticker": "AAPL"
  },
  "accession_number": "0000320193-26-000001",
  "form": "8-K",
  "filed_at": "2026-08-18",
  "accepted_at": "2026-08-18T12:00:00.000Z",
  "event_date": "2026-08-17",
  "report_date": null,
  "fiscal_year": null,
  "fiscal_period": null,
  "item_codes": [
    "2.02",
    "9.01"
  ],
  "content_url": "/v1/current-reports/0000320193-26-000001/content.html",
  "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
}

Current report metadata

Get current report HTML

Returns the cleaned primary and every supplied HTML or plain-text exhibit, with section labels and images.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

text/html
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/current-reports/{accession}/content.html

const result = await client.currentReports.getHtml({ accessionNumber: "0001829126-26-010686" });

Show Schema

<!doctype html><html><body><p>Primary report</p><h2>Exhibit 99.1</h2><p>Release</p></body></html>

Current report HTML

Normalized financial statements (Collapsed)

Annual financial statements and financial metrics.

Normalized financial statements Operations

get/v1/companies/financial-statements

Get financial statements

Returns annual financial statements and metrics from SEC filings.

Query Parameters

ticker
Type: string

Current or former ticker selecting the full approved company history.
cik
Type: string

Current or predecessor CIK selecting the full approved company history.
fiscal_year
Type: integer
min:
1900
max:
9999

One fiscal year from 1900 through 9999; cannot be combined with limit.
period
enum
const:
annual

Only annual financial statements are supported. Defaults to annual.
values
- annual
  
  FY values
limit
Type: integer
min:
1
max:
80

Consecutive fiscal years to return, ending at the latest stored year. Missing years remain missing. Defaults to 1.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/companies/financial-statements

const result = await client.financialStatements.get({
  ticker: "IBM",
});

Show Schema

{
  "issuer": {
    "cik": "0000320193",
    "name": "Apple Inc.",
    "ticker": "AAPL"
  },
  "periods": [
    {
      "fiscal_year": 2025,
      "fiscal_period": "FY",
      "period_end_date": "2025-09-27",
      "accession_number": "0000320193-25-000079",
      "currency": "USD",
      "balance_sheet": {
        "cash_and_cash_equivalents": "35934000000",
        "short_term_investments": "18763000000",
        "accounts_receivable_current": "39777000000",
        "inventory": "5718000000",
        "total_current_assets": "147957000000",
        "property_plant_and_equipment_net": "49834000000",
        "total_assets": "359241000000",
        "accounts_payable_current": "69860000000",
        "current_borrowings": "20329000000",
        "current_portion_of_long_term_debt": "12350000000",
        "total_current_liabilities": "165631000000",
        "long_term_debt_noncurrent": "78328000000",
        "total_liabilities": "285508000000",
        "equity_attributable_to_parent": "73733000000"
      },
      "income_statement": {
        "revenue": "416161000000",
        "cost_of_sales": "220960000000",
        "gross_profit": "195201000000",
        "research_and_development_expense": "34550000000",
        "selling_general_and_administrative_expense": "27601000000",
        "total_operating_expenses": "62151000000",
        "operating_income": "133050000000",
        "nonoperating_income_expense": "-321000000",
        "income_before_income_taxes": "132729000000",
        "income_tax_expense": "20719000000",
        "net_income_attributable_to_parent": "112010000000",
        "basic_earnings_per_share": "7.49",
        "diluted_earnings_per_share": "7.46",
        "basic_weighted_average_shares": "14948500000",
        "diluted_weighted_average_shares": "15004697000"
      },
      "cash_flow_statement": {
        "depreciation_and_amortization_adjustment": "11698000000",
        "share_based_compensation_adjustment": "12863000000",
        "net_cash_from_operating_activities": "111482000000",
        "capital_expenditure": "12715000000",
        "net_cash_from_investing_activities": "15195000000",
        "common_stock_repurchases": "90711000000",
        "net_cash_from_financing_activities": "-120686000000",
        "net_change_in_cash_cash_equivalents_and_restricted_cash_including_exchange_rate_effect": "5991000000"
      },
      "metrics": {
        "working_capital": "-17674000000",
        "current_ratio": "0.89",
        "cash_ratio": "0.33",
        "operating_margin": "31.97",
        "pretax_margin": "31.89",
        "effective_tax_rate": "15.61",
        "profit_margin": "26.92",
        "return_on_equity": "171.42",
        "operating_cash_flow_margin": "26.79",
        "quick_ratio": "0.57",
        "gross_margin": "46.91",
        "return_on_assets": "30.93",
        "asset_turnover": "1.15",
        "free_cash_flow": "98767000000",
        "free_cash_flow_margin": "23.73",
        "operating_cash_flow_to_net_income": "1.00"
      }
    }
  ]
}

Financial statements

Insider activity (Collapsed)

Find transactions on Forms 4 and 5, retrieve Form 3, 4, and 5 filings, and find proposed sales on Form 144. Use the insider activity feed for new Forms 3, 4, 5, and 144, or the insider transaction feed for individual transactions on Forms 4 and 5.

Insider activity Operations

get/v1/insider-activity/feed
get/v1/insider-filings/{accession}
get/v1/insider-transactions
get/v1/insider-transactions/feed
get/v1/proposed-sale-filings/{accession}
get/v1/proposed-sales

List insider activity updates

Returns Form 3 initial ownership statements, Form 4 and Form 5 transactions, and Form 144 proposed-sale notices in one publication order. Use this feed when you want all three kinds of insider activity in one stream. Without cursor or start, the response contains the most recent matching activities up to limit and a cursor at the current feed head. Continue with the same forms filter.

Query Parameters

forms
Type: array of stringenum

Filter by form; comma-separated. Includes all forms by default. Keep the same selection when using a cursor.

values
33/A44/A55/A144144/A
start
Type: string

Set to now to receive only future updates; cannot be combined with cursor
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/insider-activity/feed

const result = await client.feeds.insiderActivity.listLatest();

Show Schema

Initial ownership, transaction, and proposed-sale activity

{
  "activities": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "feed_event_id": "iae_000000000201",
      "published_at": "2026-07-31T14:05:00.000Z",
      "form": "3",
      "accession_number": "0001214128-26-000003",
      "accepted_at": "2026-07-31T14:03:12.000Z",
      "event_date": "2026-07-30",
      "reporting_owners": [
        {
          "cik": "0001214128",
          "name": "LEVINSON ARTHUR D",
          "address": {
            "street1": "ONE APPLE PARK WAY",
            "street2": null,
            "city": "CUPERTINO",
            "state": "CA",
            "zip_code": "95014",
            "country": null
          },
          "relationship": {
            "is_director": true,
            "is_officer": null,
            "is_ten_percent_owner": null,
            "is_other": null,
            "officer_title": null,
            "other_text": null
          }
        }
      ],
      "no_securities_owned": false,
      "non_derivative_holding_count": 1,
      "derivative_holding_count": 0,
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000121412826000003/0001214128-26-000003-index.htm"
    },
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "feed_event_id": "ite_000000000129",
      "published_at": "2026-07-31T14:06:00.000Z",
      "form": "4",
      "accession_number": "0001140361-26-023363",
      "row_kind": "nonderivative_transaction",
      "accepted_at": "2026-05-29T22:30:27.000Z",
      "footnotes": [
        {
          "id": "F1",
          "text": "This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple."
        }
      ],
      "reporting_owners": [
        {
          "cik": "0001214128",
          "name": "LEVINSON ARTHUR D",
          "address": {
            "street1": "ONE APPLE PARK WAY",
            "street2": null,
            "city": "CUPERTINO",
            "state": "CA",
            "zip_code": "95014",
            "country": null
          },
          "relationship": {
            "is_director": true,
            "is_officer": null,
            "is_ten_percent_owner": null,
            "is_other": null,
            "officer_title": null,
            "other_text": null
          }
        }
      ],
      "source_row_index": 1,
      "transaction_code": "S",
      "transaction_date": "2026-05-27",
      "deemed_execution_date": null,
      "transaction_form_type": "4",
      "security": "Common Stock",
      "shares": "50000",
      "price": "311.02",
      "transaction_total_value": null,
      "acquired_disposed_code": "D",
      "shares_owned_after": "3764576",
      "ownership_type": "direct",
      "nature_of_ownership": null,
      "transaction_timeliness": null,
      "equity_swap_involved": false,
      "conversion_or_exercise_price": null,
      "exercise_date": null,
      "expiration_date": null,
      "underlying_security": null,
      "footnote_ids": [
        "F1"
      ],
      "field_footnote_ids": {
        "price": [
          "F1"
        ]
      },
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
    },
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "feed_event_id": "pse_000000000203",
      "published_at": "2026-07-31T14:07:00.000Z",
      "form": "144",
      "accession_number": "0001140361-26-030001",
      "source_row_index": 1,
      "accepted_at": "2026-07-31T14:06:12.000Z",
      "reporting_person": {
        "cik": "0002100523",
        "name": "Example Reporting Person",
        "relationships": [
          "Officer"
        ]
      },
      "security": "Common Stock",
      "amount": "100",
      "market_value": "20000.00",
      "approximate_sale_date": "2026-08-03",
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm"
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Insider activity updates

Get insider filing

Returns one parsed Section 16 ownership filing (Form 3, Form 4, or Form 5) as filed, including filing metadata, reporting owners, footnotes, transaction rows, and standalone holding rows. Amendments remain separate accessions.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/insider-filings/{accession}

const result = await client.insiderFilings.get({
  accessionNumber: "0001140361-26-023363",
});

Show Schema

{
  "issuer": {
    "cik": "0000320193",
    "name": "Apple Inc.",
    "ticker": "AAPL"
  },
  "accession_number": "0001140361-26-023363",
  "form": "4",
  "accepted_at": "2026-05-29T22:30:27.000Z",
  "period_of_report": "2026-05-27",
  "date_of_original_submission": null,
  "not_subject_to_section_16": null,
  "rule_10b5_1": false,
  "remarks": null,
  "reporting_owners": [
    {
      "cik": "0001214128",
      "name": "LEVINSON ARTHUR D",
      "address": {
        "street1": "ONE APPLE PARK WAY",
        "street2": null,
        "city": "CUPERTINO",
        "state": "CA",
        "zip_code": "95014",
        "country": null
      },
      "relationship": {
        "is_director": true,
        "is_officer": null,
        "is_ten_percent_owner": null,
        "is_other": null,
        "officer_title": null,
        "other_text": null
      }
    }
  ],
  "owner_signatures": [
    {
      "name": "/s/ Sam Whittington, Attorney-in-Fact for Arthur D. Levinson",
      "date": "2026-05-29"
    }
  ],
  "footnotes": [
    {
      "id": "F1",
      "text": "This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple."
    }
  ],
  "non_derivative_transactions": [
    {
      "source_row_index": 1,
      "transaction_code": "S",
      "transaction_date": "2026-05-27",
      "deemed_execution_date": null,
      "transaction_form_type": "4",
      "security": "Common Stock",
      "shares": "50000",
      "price": "311.02",
      "transaction_total_value": null,
      "acquired_disposed_code": "D",
      "shares_owned_after": "3764576",
      "ownership_type": "direct",
      "nature_of_ownership": null,
      "transaction_timeliness": null,
      "equity_swap_involved": false,
      "conversion_or_exercise_price": null,
      "exercise_date": null,
      "expiration_date": null,
      "underlying_security": null,
      "footnote_ids": [
        "F1"
      ],
      "field_footnote_ids": {
        "price": [
          "F1"
        ]
      }
    },
    {
      "source_row_index": 2,
      "transaction_code": "G",
      "transaction_date": "2026-05-27",
      "deemed_execution_date": null,
      "transaction_form_type": "4",
      "security": "Common Stock",
      "shares": "65000",
      "price": "0",
      "transaction_total_value": null,
      "acquired_disposed_code": "D",
      "shares_owned_after": "3699576",
      "ownership_type": "direct",
      "nature_of_ownership": null,
      "transaction_timeliness": null,
      "equity_swap_involved": false,
      "conversion_or_exercise_price": null,
      "exercise_date": null,
      "expiration_date": null,
      "underlying_security": null,
      "footnote_ids": [],
      "field_footnote_ids": {}
    }
  ],
  "derivative_transactions": [],
  "non_derivative_holdings": [
    {
      "source_row_index": 1,
      "late_holding_form_type": null,
      "security": "Common Stock",
      "shares_owned_after": "56000",
      "value_owned_after": null,
      "ownership_type": "indirect",
      "nature_of_ownership": "By Spouse",
      "footnote_ids": [],
      "field_footnote_ids": {}
    }
  ],
  "derivative_holdings": [],
  "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
}

Insider filing

List insider transactions

Lists transactions from Forms 4 and 5, including amendments. Filter by ticker, CIK, transaction code, or filing date.

Query Parameters

from
Type: string
required

Include filings from this date (YYYY-MM-DD)
tickers
Type: string

Comma-separated ticker filter. Mutually exclusive with ciks.
ciks
Type: string

Filing entity CIKs. Mutually exclusive with tickers; reference rows are not required.
until
Type: string

Include filings through this date (YYYY-MM-DD); defaults to today
transaction_codes
Type: array of stringenum

Filter by SEC transaction code; comma-separated. Includes all codes by default.
values
- A
- C
- D
- E
- F
- G
- H
- I
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Rows per page from 1 through 1000. Defaults to 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/insider-transactions

const result = await client.insiderTransactions.list({
  from: "2026-05-01",
  until: "2026-05-31",
});

Show Schema

{
  "transactions": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "accession_number": "0001140361-26-023363",
      "row_kind": "nonderivative_transaction",
      "accepted_at": "2026-05-29T22:30:27.000Z",
      "footnotes": [
        {
          "id": "F1",
          "text": "This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple."
        }
      ],
      "reporting_owners": [
        {
          "cik": "0001214128",
          "name": "LEVINSON ARTHUR D",
          "address": {
            "street1": "ONE APPLE PARK WAY",
            "street2": null,
            "city": "CUPERTINO",
            "state": "CA",
            "zip_code": "95014",
            "country": null
          },
          "relationship": {
            "is_director": true,
            "is_officer": null,
            "is_ten_percent_owner": null,
            "is_other": null,
            "officer_title": null,
            "other_text": null
          }
        }
      ],
      "source_row_index": 1,
      "transaction_code": "S",
      "transaction_date": "2026-05-27",
      "deemed_execution_date": null,
      "transaction_form_type": "4",
      "security": "Common Stock",
      "shares": "50000",
      "price": "311.02",
      "transaction_total_value": null,
      "acquired_disposed_code": "D",
      "shares_owned_after": "3764576",
      "ownership_type": "direct",
      "nature_of_ownership": null,
      "transaction_timeliness": null,
      "equity_swap_involved": false,
      "conversion_or_exercise_price": null,
      "exercise_date": null,
      "expiration_date": null,
      "underlying_security": null,
      "footnote_ids": [
        "F1"
      ],
      "field_footnote_ids": {
        "price": [
          "F1"
        ]
      },
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
    },
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "accession_number": "0001140361-26-023363",
      "row_kind": "nonderivative_transaction",
      "accepted_at": "2026-05-29T22:30:27.000Z",
      "footnotes": [],
      "reporting_owners": [
        {
          "cik": "0001214128",
          "name": "LEVINSON ARTHUR D",
          "address": {
            "street1": "ONE APPLE PARK WAY",
            "street2": null,
            "city": "CUPERTINO",
            "state": "CA",
            "zip_code": "95014",
            "country": null
          },
          "relationship": {
            "is_director": true,
            "is_officer": null,
            "is_ten_percent_owner": null,
            "is_other": null,
            "officer_title": null,
            "other_text": null
          }
        }
      ],
      "source_row_index": 2,
      "transaction_code": "G",
      "transaction_date": "2026-05-27",
      "deemed_execution_date": null,
      "transaction_form_type": "4",
      "security": "Common Stock",
      "shares": "65000",
      "price": "0",
      "transaction_total_value": null,
      "acquired_disposed_code": "D",
      "shares_owned_after": "3699576",
      "ownership_type": "direct",
      "nature_of_ownership": null,
      "transaction_timeliness": null,
      "equity_swap_involved": false,
      "conversion_or_exercise_price": null,
      "exercise_date": null,
      "expiration_date": null,
      "underlying_security": null,
      "footnote_ids": [],
      "field_footnote_ids": {},
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
    }
  ],
  "next_cursor": null,
  "has_more": false
}

Insider transactions

List insider transaction updates

Returns one feed event per supported Form 4 or Form 5 transaction row, ordered by publication sequence. Use this feed when you only want Form 4 and Form 5 transaction rows, need transaction-code filtering, or want one consistent transaction shape. Without cursor or start, the response contains the most recent matching transactions up to limit and a cursor at the current feed head.

Query Parameters

transaction_codes
Type: array of stringenum

Filter by SEC transaction code; comma-separated. Includes all codes by default.
values
- A
- C
- D
- E
- F
- G
- H
- I
start
Type: string

Set to now to receive only future updates; cannot be combined with cursor
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/insider-transactions/feed

const result = await client.feeds.insiderTransactions.listLatest();

Show Schema

Polling after a returned cursor

{
  "transactions": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "feed_event_id": "ite_000000000130",
      "published_at": "2026-06-18T13:49:12.000Z",
      "form": "4",
      "accession_number": "0001140361-26-023363",
      "row_kind": "nonderivative_transaction",
      "accepted_at": "2026-05-29T22:30:27.000Z",
      "footnotes": [],
      "reporting_owners": [
        {
          "cik": "0001214128",
          "name": "LEVINSON ARTHUR D",
          "address": {
            "street1": "ONE APPLE PARK WAY",
            "street2": null,
            "city": "CUPERTINO",
            "state": "CA",
            "zip_code": "95014",
            "country": null
          },
          "relationship": {
            "is_director": true,
            "is_officer": null,
            "is_ten_percent_owner": null,
            "is_other": null,
            "officer_title": null,
            "other_text": null
          }
        }
      ],
      "source_row_index": 2,
      "transaction_code": "G",
      "transaction_date": "2026-05-27",
      "deemed_execution_date": null,
      "transaction_form_type": "4",
      "security": "Common Stock",
      "shares": "65000",
      "price": "0",
      "transaction_total_value": null,
      "acquired_disposed_code": "D",
      "shares_owned_after": "3699576",
      "ownership_type": "direct",
      "nature_of_ownership": null,
      "transaction_timeliness": null,
      "equity_swap_involved": false,
      "conversion_or_exercise_price": null,
      "exercise_date": null,
      "expiration_date": null,
      "underlying_security": null,
      "footnote_ids": [],
      "field_footnote_ids": {},
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Insider transaction updates

Get proposed sale filing

Returns the details of one Form 144 filing, including the proposed sale, acquisition history, and sales made during the past three months. Sales listed only in an attached exhibit are not included.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/proposed-sale-filings/{accession}

const result = await client.proposedSales.getFiling({
  accessionNumber: "0000905148-26-003437",
});

Show Schema

{
  "issuer": {
    "cik": "0000320193",
    "name": "Apple Inc.",
    "ticker": "AAPL"
  },
  "accession_number": "0001140361-26-030001",
  "form": "144",
  "accepted_at": "2026-07-29T18:04:05.000Z",
  "previous_accession_number": null,
  "reporting_person": {
    "cik": "0002100523",
    "name": "Example Reporting Person",
    "relationships": [
      "Officer"
    ]
  },
  "proposed_sales": [
    {
      "source_row_index": 1,
      "security": "Common Stock",
      "amount": "100",
      "market_value": "20000.00",
      "amount_outstanding": "15000000000",
      "approximate_sale_date": "2026-07-30",
      "broker_or_market_maker": "Example Broker",
      "intended_sale_exchange": "NASDAQ"
    }
  ],
  "securities_to_be_sold": [
    {
      "source_row_index": 1,
      "security": "Common Stock",
      "acquisition_date": "2025-01-15",
      "acquisition_method": "Restricted stock vesting",
      "acquired_from": "Apple Inc.",
      "is_gift": false,
      "amount": "100",
      "donor_acquisition_date": null,
      "payment_date": null,
      "payment_method": "Services"
    }
  ],
  "nothing_to_report": true,
  "past_three_month_sales": [],
  "remarks": null,
  "notice": {
    "date": "2026-07-29",
    "plan_adoption_dates": [
      "2026-01-10"
    ],
    "signature": "/s/ Example Reporting Person"
  },
  "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm"
}

Proposed sale filing

List proposed sales

Returns one cursor-paginated page of as-filed proposed-sale rows from Form 144 and Form 144/A in SEC acceptance order.

Query Parameters

from
Type: string
required

Include filings from this date (YYYY-MM-DD)
tickers
Type: string

Company tickers; mutually exclusive with ciks.
ciks
Type: string

Filing entity CIKs; mutually exclusive with tickers. Reference rows are not required.
until
Type: string

Include filings through this date (YYYY-MM-DD); defaults to today
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Rows per page from 1 through 1000. Defaults to 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/proposed-sales

const result = await client.proposedSales.list({
  from: "2026-07-01",
  until: "2026-07-31",
});

Show Schema

{
  "proposed_sales": [
    {
      "issuer": {
        "cik": "0000320193",
        "name": "Apple Inc.",
        "ticker": "AAPL"
      },
      "accession_number": "0001140361-26-030001",
      "source_row_index": 1,
      "accepted_at": "2026-07-29T18:04:05.000Z",
      "reporting_person": {
        "cik": "0002100523",
        "name": "Example Reporting Person",
        "relationships": [
          "Officer"
        ]
      },
      "security": "Common Stock",
      "amount": "100",
      "market_value": "20000.00",
      "approximate_sale_date": "2026-07-30",
      "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm"
    }
  ],
  "next_cursor": null,
  "has_more": false
}

Proposed sales

Institutional holdings (Collapsed)

Find institutional managers and reporting periods, retrieve Form 13F filings and holdings, and view a manager's holdings and consolidated positions. Follow new Forms 13F-HR and 13F-NT and their amendments through the update feed.

Institutional holdings Operations

get/v1/institutional-filings/feed
get/v1/institutional-filings/{accession}
get/v1/institutional-filings/{accession}/holdings
get/v1/institutional-managers
get/v1/institutional-managers/search
get/v1/institutional-managers/{form_13f_file_number}
get/v1/institutional-managers/{form_13f_file_number}/holdings
get/v1/institutional-managers/{form_13f_file_number}/periods
get/v1/institutional-managers/{form_13f_file_number}/positions

List institutional filing updates

Returns one feed event per processed 13F-HR, 13F-HR/A, 13F-NT, or 13F-NT/A accession in publication order. Without cursor or start, the response contains the most recent matching filing events up to limit and a cursor at the current feed head. Notice filings create feed events but do not update effective manager-period holdings.

Query Parameters

forms
Type: array of stringenum

Filter by form; comma-separated. Includes all forms by default.

values
13F-HR13F-HR/A13F-NT13F-NT/A
start
Type: string

Set to now to receive only future updates; cannot be combined with cursor
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-filings/feed

const result = await client.feeds.institutionalFilings.listLatest();

Show Schema

Published holdings report filing

{
  "updates": [
    {
      "feed_event_id": "ihfe_000000000787",
      "published_at": "2026-07-20T19:10:06.976Z",
      "accession_number": "0001214659-26-008712",
      "form": "13F-HR",
      "report_type": "13F HOLDINGS REPORT",
      "period_of_report": "2026-06-30",
      "accepted_at": "2026-07-20T17:56:51.000Z",
      "manager": {
        "name": "Envestnet Portfolio Solutions, Inc.",
        "form_13f_file_number": "028-23431",
        "cik": "0001998033"
      },
      "sec_url": "https://www.sec.gov/Archives/edgar/data/1998033/000121465926008712/0001214659-26-008712-index.htm"
    }
  ],
  "next_cursor": "cur_eyJ2IjoxLCJhZnRlciI6Nzg3fQ",
  "has_more": false
}

Institutional filing updates

Get institutional filing

Returns as-filed metadata for one 13F-HR, 13F-HR/A, 13F-NT, or 13F-NT/A accession. Holdings reports link to a separate paginated information-table endpoint; notice filings have no holdings rows.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-filings/{accession}

const result = await client.institutionalFilings.get({
  accessionNumber: "0002056088-26-000008",
});

Show Schema

{
  "accession_number": "0000950123-26-004321",
  "form": "13F-HR",
  "report_type": "13F HOLDINGS REPORT",
  "period_of_report": "2026-03-31",
  "accepted_at": "2026-05-15T20:12:34.000Z",
  "manager": {
    "name": "Berkshire Hathaway Inc.",
    "form_13f_file_number": "028-04545",
    "cik": "0001067983",
    "crd_number": null,
    "address": {
      "street1": "3555 FARNAM STREET",
      "street2": null,
      "city": "OMAHA",
      "state_or_country": "NE",
      "zip_code": "68131"
    }
  },
  "amendment": null,
  "confidential_treatment_requested": false,
  "remarks": null,
  "included_managers": [],
  "other_reporting_managers": [],
  "signature": null,
  "holdings": {
    "total_count": 124,
    "total_value_usd": "267891234567",
    "url": "/v1/institutional-filings/0000950123-26-004321/holdings"
  }
}

Institutional filing

List filing holdings

Returns the as-filed information-table rows for one 13F-HR or 13F-HR/A accession in source order. This endpoint does not combine the filing with other amendments for the same manager and period.

Path Parameters

accession
Type: string
required

SEC accession number with dashes

Query Parameters

cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 5000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-filings/{accession}/holdings

const result = await client.institutionalFilings.listHoldings({
  accessionNumber: "0002056088-26-000008",
});

Show Schema

{
  "accession_number": "0000950123-26-004321",
  "form": "13F-HR",
  "report_type": "13F HOLDINGS REPORT",
  "period_of_report": "2026-03-31",
  "holdings": [
    {
      "security": {
        "issuer": "APPLE INC",
        "title_of_class": "COM",
        "company": {
          "name": "Apple Inc.",
          "cik": "0000320193",
          "ticker": "AAPL",
          "exchange": "NASDAQ"
        },
        "option_type": null
      },
      "position": {
        "amount": "1245000",
        "type": "shares",
        "market_value_usd": "221563000"
      },
      "investment_discretion": "SOLE",
      "other_managers": [],
      "voting_authority": {
        "sole": "1245000",
        "shared": "0",
        "none": "0"
      }
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Filing holdings

List institutional managers

Returns institutional managers ordered by name and Form 13F file number. Optional CIK and Form 13F file-number filters resolve the source filer associated with each manager profile.

Query Parameters

cik
Type: string

Optional manager CIK filter for source filers associated with a manager profile.
form_13f_file_number
Type: string

Optional Form 13F file-number filter for source filers associated with a manager profile.
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 1000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-managers

const result = await client.institutionalManagers.list();

Show Schema

{
  "managers": [
    {
      "name": "Berkshire Hathaway Inc.",
      "form_13f_file_number": "028-04545",
      "cik": "0001067983",
      "latest_period_of_report": "2026-03-31",
      "holding_count": 124,
      "total_value_usd": "267891234567",
      "latest_accepted_at": "2026-05-15T20:12:34.000Z"
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Institutional managers

Search institutional managers

Returns at most 25 institutional managers ranked by Form 13F file number, CIK, and manager or source-filer name matches. The result has no pagination or configurable limit.

Query Parameters

query
Type: string
min length:
1
max length:
100
required

Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK.

Responses

application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-managers/search

const result = await client.institutionalManagers.search({
  query: "Berkshire",
});

Show Schema

{
  "managers": [
    {
      "name": "Berkshire Hathaway Inc.",
      "form_13f_file_number": "028-04545",
      "cik": "0001067983",
      "latest_period_of_report": "2026-03-31",
      "holding_count": 124,
      "total_value_usd": "267891234567",
      "latest_accepted_at": "2026-05-15T20:12:34.000Z"
    }
  ]
}

Institutional manager matches

Get institutional manager

Returns one institutional manager identified by Form 13F file number and its latest effective holdings period when available.

Path Parameters

form_13f_file_number
Type: string
required

SEC Form 13F file number

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-managers/{form_13f_file_number}

const result = await client.institutionalManagers.get({
  form13fFileNumber: "028-04545",
});

Show Schema

{
  "manager": {
    "name": "Berkshire Hathaway Inc.",
    "form_13f_file_number": "028-04545",
    "cik": "0001067983"
  },
  "latest_period": {
    "period_of_report": "2026-03-31",
    "accepted_at": "2026-05-15T20:12:34.000Z",
    "holdings": {
      "total_count": 124,
      "total_value_usd": "267891234567",
      "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
    }
  }
}

Institutional manager

List manager holdings

Returns effective holdings for one institutional manager and report period. Restatements replace the active set and new-holdings amendments append their as-filed rows; each result identifies its source accession.

Path Parameters

form_13f_file_number
Type: string
required

SEC Form 13F file number

Query Parameters

period
Type: string
required

Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period.
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 5000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-managers/{form_13f_file_number}/holdings

const result = await client.institutionalManagers.listHoldings({
  form13fFileNumber: "028-04545",
  period: "latest",
});

Show Schema

{
  "manager": {
    "name": "Berkshire Hathaway Inc.",
    "form_13f_file_number": "028-04545",
    "cik": "0001067983"
  },
  "period": {
    "period_of_report": "2026-03-31",
    "accepted_at": "2026-05-15T20:12:34.000Z"
  },
  "holdings": [
    {
      "security": {
        "issuer": "APPLE INC",
        "title_of_class": "COM",
        "company": {
          "name": "Apple Inc.",
          "cik": "0000320193",
          "ticker": "AAPL",
          "exchange": "NASDAQ"
        },
        "option_type": null
      },
      "position": {
        "amount": "1245000",
        "type": "shares",
        "market_value_usd": "221563000"
      },
      "investment_discretion": "SOLE",
      "other_managers": [],
      "voting_authority": {
        "sole": "1245000",
        "shared": "0",
        "none": "0"
      },
      "source": {
        "accession_number": "0000950123-26-004321"
      }
    }
  ],
  "next_cursor": "cur_request_bound_example",
  "has_more": false
}

Manager holdings

List manager periods

Returns the report periods with effective holdings for one institutional manager, ordered from newest to oldest.

Path Parameters

form_13f_file_number
Type: string
required

SEC Form 13F file number

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-managers/{form_13f_file_number}/periods

const result = await client.institutionalManagers.listPeriods({
  form13fFileNumber: "028-04545",
});

Show Schema

{
  "manager": {
    "name": "Berkshire Hathaway Inc.",
    "form_13f_file_number": "028-04545",
    "cik": "0001067983"
  },
  "periods": [
    {
      "period_of_report": "2026-03-31",
      "accepted_at": "2026-05-15T20:12:34.000Z",
      "holdings": {
        "total_count": 124,
        "total_value_usd": "267891234567",
        "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
      }
    }
  ]
}

Manager periods

List manager positions

Returns consolidated economic positions for one institutional manager and report period. The complete effective holdings set is grouped by valid CUSIP or CINS, quantity type, and option type before pagination. Use the manager holdings endpoint for reported-row allocation and source-accession details.

Path Parameters

form_13f_file_number
Type: string
required

SEC Form 13F file number

Query Parameters

period
Type: string
required

Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period.
cursor
Type: string

Use next_cursor from the previous response
limit
Type: string

Page size from 1 through 5000.

Responses

application/json
application/json
application/json
application/json
application/json
application/json
application/json
application/json

get/v1/institutional-managers/{form_13f_file_number}/positions

const result = await client.institutionalManagers.listPositions({
  form13fFileNumber: "028-04545",
  period: "latest",
});

Show Schema

{
  "manager": {
    "name": "Berkshire Hathaway Inc.",
    "form_13f_file_number": "028-04545",
    "cik": "0001067983"
  },
  "period": {
    "period_of_report": "2026-03-31",
    "accepted_at": "2026-05-15T20:12:34.000Z"
  },
  "positions": [
    {
      "security": {
        "issuer": "APPLE INC",
        "title_of_class": "COM",
        "company": {
          "name": "Apple Inc.",
          "cik": "0000320193",
          "ticker": "AAPL",
          "exchange": "NASDAQ"
        },
        "option_type": null
      },
      "position": {
        "amount": "1245000",
        "type": "shares",
        "market_value_usd": "221563000"
      },
      "voting_authority": {
        "sole": "1245000",
        "shared": "0",
        "none": "0"
      },
      "reported_holding_count": 3
    }
  ],
  "next_cursor": null,
  "has_more": false
}

Manager positions

Chadwin API

Authentication

Companies

Get company

Query Parameters

Responses

Search companies

Query Parameters

Responses

Company KPIs (Collapsed)

Get company KPIs

Query Parameters

Responses

Company reports (Collapsed)

List company reports

Query Parameters

Responses

List company report updates

Query Parameters

Responses

Get company report

Path Parameters

Responses

Get company report HTML

Path Parameters

Responses

Current reports (Collapsed)

List current reports

Query Parameters

Responses

List current report updates

Query Parameters

Responses

Get current report

Path Parameters

Responses

Get current report HTML

Path Parameters

Responses

Normalized financial statements (Collapsed)

Get financial statements

Query Parameters

Responses

Insider activity (Collapsed)

List insider activity updates

Query Parameters

Responses

Get insider filing

Path Parameters

Responses

List insider transactions

Query Parameters

Responses

List insider transaction updates

Query Parameters

Responses

Get proposed sale filing

Path Parameters

Responses

List proposed sales

Query Parameters

Responses

Institutional holdings (Collapsed)

List institutional filing updates

Query Parameters

Responses

Get institutional filing

Path Parameters

Responses

List filing holdings

Path Parameters

Query Parameters

Responses

List institutional managers

Query Parameters

Responses

Search institutional managers

Query Parameters

Responses

Get institutional manager