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SEC Filings

SEC EDGAR filings & financial data

SEC Filings gives you direct access to the SEC EDGAR database — the official public record of every U.S. publicly traded company. Search by ticker or name, pull annual reports, track insider trades, and screen companies by revenue or profit in seconds.

Analysts, investors, and journalists use it to cut through the noise and go straight to source documents. Instead of hunting through PDFs manually, you get structured financial data you can actually work with.

What you can do

  • Search for any U.S. public company by ticker or name to get their CIK identifier
  • Browse recent filings — 10-K annual reports, 10-Q quarterlies, 8-K events, Form 4 insider trades
  • Pull structured financial statements: income statement, balance sheet, and cash flow
  • Track insider transactions — who bought or sold shares, when, and at what price
  • Full-text search across all SEC filings by keyword
  • Screen companies by financial metrics like revenue, net income, or total assets

Who it's for

Investors and analysts who want to verify financials from source. Journalists investigating public companies. Anyone building financial research workflows who needs structured SEC data without manual PDF parsing.

How to use it

  1. Use search_company with a ticker like "AAPL" or a name like "Tesla" to get the company's CIK number
  2. Use company_filings with that CIK to browse recent filings — filter by form type (10-K, 10-Q, 8-K, Form 4)
  3. Use financial_statements for structured income, balance sheet, and cash flow data
  4. Use insider_transactions to see recent buys and sells by executives and directors
  5. Use filing_search to find specific disclosures across all companies by keyword

Getting started

Search for any public company by ticker to get started — no account or setup needed.

Search Company

Find U.S. public companies by ticker symbol or company name. Returns CIK numbers, tickers, and company names for use with other SEC skills.

Returns: List of matching companies with CIK numbers, tickers, and names
Company Filings

Get recent SEC filings for a company by CIK number. Filter by form type (10-K, 10-Q, 8-K, Form 4, 13F-HR, S-1) and returns company details, addresses, and filing list with direct document URLs.

Returns: Company info and recent filings list with form type, dates, accession numbers, and document URLs
Financial Statements

Get structured XBRL financial data for a company — income statement, balance sheet, and cash flow. Returns annual and quarterly figures for revenue, net income, assets, liabilities, cash, debt, EPS, and more.

Returns: Structured financial data with annual and quarterly values for income, balance sheet, and cash flow line items
Insider Transactions

Get recent insider trades (Form 4 filings) for a company. Shows who bought or sold shares, transaction dates, prices, share amounts, and ownership after each transaction.

Returns: List of insider transactions with owner details, trade type, shares, price, and post-transaction ownership
Filing Search

Full-text search across all SEC filings by keyword. Filter by form type and date range to find specific disclosures, risk factors, material events, or topics across all public companies.

Returns: List of matching filings with company name, form type, filing date, description, and direct filing URL
Screen Companies

Screen and rank all U.S. public companies by a financial metric. Find the largest companies by revenue, most profitable by net income, or filter by assets, equity, cash, debt, and more.

Returns: Ranked list of companies sorted by the selected financial metric, with company name, CIK, and value
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v0.022026-03-22
  • Complete rebuild: 6 skills replacing original 3
  • Added search_company for ticker/name lookup
  • Added company_filings for browsing recent filings with form type filtering
  • Added financial_statements with structured income, balance sheet, and cash flow data
  • Added insider_transactions for Form 4 insider trade parsing
  • Added filing_search for full-text search across all SEC filings
  • Added screen_companies for screening by financial metrics using XBRL frames
v0.012026-03-20
  • Initial release with company_info, search_filings, financial_facts

SEC Filings Use Cases(6)

Browse all 6 SEC Filingsguides →
Open Research Company Filings

Research Company Filings

Search the SEC EDGAR database for specific company filings including 10-Ks, 10-Qs, 8-Ks, and other regulatory disclosures.

SEC Filings icon
SEC Filings
4 agent guides
Open Monitor Annual Reports

Monitor Annual Reports

Track annual 10-K filings and extract key financial facts to monitor company performance year over year.

SEC Filings icon
SEC Filings
4 agent guides
Open Search Papers by Topic

Search Papers by Topic

Find relevant academic papers on any research topic across millions of scholarly publications.

Academic Research icon
Academic Research
4 agent guides
Open Geocode Addresses to Coordinates

Geocode Addresses to Coordinates

Convert street addresses into precise latitude and longitude coordinates for mapping and spatial analysis.

Address Geocoding icon
Address Geocoding
4 agent guides
See every SEC Filingsuse case (Claude, ChatGPT, Copilot, OpenClaw guides) →

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Frequently Asked Questions

How do I find the right company?

Start with `search_company`. It looks up a ticker or company name and returns the CIK you need for the other skills.

Can I browse 10-K, 10-Q, 8-K, and Form 4 filings?

Yes. `company_filings` lets you filter by form type and browse recent filings with direct document URLs.

Can I pull structured financial statements?

Yes. `financial_statements` returns XBRL income statement, balance sheet, and cash flow data in a structured format.

Can I search filings or screen companies by metrics?

Yes. Use `filing_search` for full-text search and `screen_companies` to rank U.S. public companies by financial metrics.