Datasets

Filings and trades

SEC EDGAR companies, filings, XBRL facts, fundamentals, insider transactions, fails-to-deliver, 13F holdings and 8-K news, plus US Congress stock trades.

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US public-company disclosures from the SEC's EDGAR system and members of Congress's stock-trade disclosures. Reference: Filings routes.

All routes share the standard envelope, strict query parameters, opaque cursors and a per-row credit. A CIK is one to ten digits, with or without leading zeros (returned padded).

SEC EDGAR#

Dataset	Route	Notes
`finance.filings.companies`	`/v1/finance/filings/companies`	The companies on the coverage list, ordered by `cik`. Filters `cik`, `ticker`, `sic`.
`finance.filings.filings`	`/v1/finance/filings/filings`	`cik` required; `form`, `from`, `to`, `order`.
`finance.filings.company_facts`	`/v1/finance/filings/company_facts`	As-filed XBRL facts, never overwritten; `value` is a decimal string. `cik` required; `concept`, `unit`, `period_from`, `period_to`, `fiscal_year`, `fiscal_period`, `latest`.
`finance.filings.fundamentals`	`/v1/finance/filings/fundamentals`	Normalized fundamentals per fiscal period, computed by Aggre from the as-filed facts and not published by the SEC (`meta.message` says how). `cik` required; `fiscal_period` (`FY` or `Q`); `limit` default 12; no cursor.
`finance.filings.insider_transactions`	`/v1/finance/filings/insider_transactions`	Form 4. `cik` is the issuer's, required; `from`, `to` on `transaction_date`, `code`, `amendments` (`collapse` default, or `all`).
`finance.filings.fails_to_deliver`	`/v1/finance/filings/fails_to_deliver`	`symbol` required; `from`, `to` on `settlement_date`, `order`. The CUSIP column is never stored.
`finance.filings.holdings_13f`	`/v1/finance/filings/holdings_13f`	One institution's holding of a company in one quarter, from the SEC's Form 13F data sets. Give `ticker` or `issuer_cik`. 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. `consistent` is `false` for a row whose price (`value_usd / shares`) is more than 5 times from that quarter's median for the stock; such rows are hidden unless `consistent=all`.
`finance.filings.news_8k`	`/v1/finance/filings/news_8k`	The company's 8-K and 8-K/A reports, newest first, with their items and, where a press release came with it, the Exhibit 99 file names and short descriptions. No text of any release or filing is stored or served: open `url` (the report on EDGAR). Give `cik` or `ticker`; `from`, `to` on `filed_on`; `item`. `exhibits_complete` is `false` while the report may carry a release and its EDGAR header page has not been read yet.

Ordering, meta and the two clocks (when a filing was filed and when Aggre read it) are described on each route in the reference.

US Congress stock trades#

GET /v1/finance/filings/congress_trades lists trades that members of Congress reported under the STOCK Act, newest trade first.

Filters: politician (name substring), ticker, chamber (Senate or House), type (buy, sell, exchange), from/to (on transaction_date), disclosed_from/disclosed_to (on disclosure_date).
Disclosed weeks after the trade: transaction_date is the trade, disclosure_date the day it was reported.
Amounts are ranges the report uses, not exact values. owner may be a spouse or child.
meta.source is the rows' source when they share one, else aggre; meta.dataset.sources lists each source's terms. meta.message always carries the standing caveats: not a recommendation, use restrictions on financial-disclosure reports, and "Terms not read" while a source's terms are unread.
The only source built is a community aggregate (senate_stock_watcher), which is not the Senate's own record. Check source on each row.
Freshness window 72 hours.

Source: content/datasets/filings.md