Filings and trades (SEC EDGAR, US Congress)

SEC EDGAR datasets and US Congress stock-trade disclosures. See the filings guide.

On this page:

• SEC companies on the coverage list: GET /v1/finance/filings/companies
• A company's filings: GET /v1/finance/filings/filings
• As-filed XBRL facts of a company: GET /v1/finance/filings/company_facts
• Normalized fundamentals per fiscal period: GET /v1/finance/filings/fundamentals
• Form 4 insider transactions of an issuer: GET /v1/finance/filings/insider_transactions
• SEC fails-to-deliver balances of a symbol: GET /v1/finance/filings/fails_to_deliver
• SEC Form 13F holdings of a covered company: GET /v1/finance/filings/holdings_13f
• SEC 8-K current reports of a covered company, with the file names of their press releases: GET /v1/finance/filings/news_8k
• Stock trades of US members of Congress (Periodic Transaction Reports): GET /v1/finance/filings/congress_trades

SEC companies on the coverage list#

GET /v1/finance/filings/companies

Ordered by cik. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/companies?limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_company.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

A company's filings#

GET /v1/finance/filings/filings

Ordered by filed_on, accession. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/filings?cik=<cik>&limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_filing.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

As-filed XBRL facts of a company#

GET /v1/finance/filings/company_facts

Facts are as filed, never overwritten; value is a decimal string. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/company_facts?cik=<cik>&limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_fact.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

Normalized fundamentals per fiscal period#

GET /v1/finance/filings/fundamentals

Computed by Aggre's normalizer from as-filed facts, not published by the SEC (meta.message says how). No cursor. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/fundamentals?cik=<cik>&limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_fundamental.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

Form 4 insider transactions of an issuer#

GET /v1/finance/filings/insider_transactions

cik is the ISSUER's. Newest transaction first. price is a decimal string, shares and owned_after are numbers; names of people are served as filed. the filings guide (and section 6.5 for the caveats).

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/insider_transactions?cik=<cik>&limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_insider_transaction.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

SEC fails-to-deliver balances of a symbol#

GET /v1/finance/filings/fails_to_deliver

The aggregate net balance of shares that failed to be delivered, by settlement date; a fail can arise on a long or a short sale and is not evidence of abusive or naked short selling (meta.message says so). quantity is an integer, price the SEC's previous-day close as a decimal string. No CUSIP is stored or served. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/fails_to_deliver?symbol=<symbol>&limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_ftd.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

SEC Form 13F holdings of a covered company#

GET /v1/finance/filings/holdings_13f

One institution's holding of the company in one quarter, from the SEC's Form 13F data sets (originals and combination reports; options and bonds left out; the lines of one filing for one issuer summed). Matched by the issuer's name (the CUSIP is neither read nor stored), so a row may include another class of the same issuer and a differently spelled one may be missing: meta.message always says so. Newest quarter first, the largest holding first within a quarter. consistent is false when the reported price (value_usd / shares) is more than 5 times away from that quarter's median for the stock; such rows are hidden unless consistent=all. Give ticker or issuer_cik, not both. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/holdings_13f?limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_holding_13f.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

SEC 8-K current reports of a covered company, with the file names of their press releases#

GET /v1/finance/filings/news_8k

The company's 8-K and 8-K/A reports, newest first, with their items and, where the report came with a press release, the Exhibit 99 documents' file names and the company's own short descriptions (an EX-99.1 description that only repeats the type is null). No text of a release or of any filing is stored or served: open url (the report on EDGAR) or the exhibit's file in the same EDGAR folder. exhibits_complete is false while the report may carry a release (items 2.02, 7.01, 8.01) and its EDGAR header page has not been read yet (the worker reads at most 5 per company per day and 200 per hour, and gives up on a page after 5 tries); a report that cannot carry one is complete with no exhibits. Reports filed before the worker's window (90 days by default) are listed but were never asked about. Give cik or ticker, not both. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/news_8k?limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_news_8k.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).

Stock trades of US members of Congress (Periodic Transaction Reports)#

GET /v1/finance/filings/congress_trades

Stock trades that members of Congress reported under the STOCK Act, newest trade first. Disclosed weeks after the trade: transaction_date is the trade, disclosure_date the day it was reported. Amounts are the value ranges the report uses (amount_low, amount_high, and the text as filed), never the size of a trade; owner says whose trade it is (a spouse's or a child's too). Rows with source senate_stock_watcher are a community aggregate's reading of the Senate's reports, not the Senate's own data. Use of financial disclosure reports is restricted by law and whether that bears on this service has not been reviewed; the dataset is off until a person has read its source's terms, and meta.message says so while they are unread. Not a recommendation. meta.source is the rows' source when they share one, else aggre; meta.dataset.sources lists the terms of each source in the page. The API records the dataset asked for, never the query. the filings guide.

Parameters

Example

curl -s "https://api.aggre.org/v1/finance/filings/congress_trades?limit=3" \
  -H "Authorization: Bearer $AGGRE_API_KEY"

Response 200: the envelope { "data": [...], "meta": {...}, "next_cursor": ... } (see Response format); each row of data follows the schema filings_congress_trade.

Errors: 400, 401, 403, 429, 503, in the shared envelope (Errors).