Tools / SEC Filings / Use Cases / Monitor Proxy Statements

Monitor Proxy Statements

Research proxy statements (DEF 14A) for executive compensation details, board proposals, and shareholder voting items.

Quick answer: Use the SEC Filings tool through ToolRouter to monitor proxy statements directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.

Tool

SEC Filings

Proxy statements reveal what annual reports do not -- how much executives are paid, what the board is proposing to shareholders, related party transactions, and governance structures. The DEF 14A filing is required before every annual shareholder meeting, making it a once-a-year deep dive into corporate governance.

Searching for proxy filings lets you research executive compensation packages, stock-based awards, board composition, and shareholder proposals. This information is crucial for governance analysis, activism research, and understanding the alignment between management incentives and shareholder interests.

Governance researchers, activist investors, compensation consultants, and ESG analysts all rely on proxy statements. Journalists covering executive pay, institutional investors voting their shares, and corporate boards benchmarking against peers also need this data. The proxy statement is where corporate governance becomes transparent.

How to monitor proxy statements with Claude, ChatGPT, Microsoft Copilot, and OpenClaw

Claude digs into proxy statements with comparative analytical depth, extracting executive compensation structures and shareholder proposals across companies. It benchmarks CEO pay against peer groups, analyzes say-on-pay voting patterns, and asks follow-up questions to focus on the governance dimensions most relevant to your research.

Connect ToolRouter to Claude

1Open connector settings Open Settings

2Add a custom connector with these details

Name

ToolRouter

URL

https://api.toolrouter.com/mcp

3Let Claude set you up Open Claude

How to monitor proxy statements with Claude

Once connected (see setup above), use the SEC Filings tool:

Ask Claude: "Find the latest proxy statement (DEF 14A) for Apple using sec-filings"
Claude locates the proxy filing on EDGAR
Ask: "What are the key shareholder proposals and compensation details?"
Research governance items and executive pay structure

Example prompt for Claude

Try this with Claude using the SEC Filings tool

Find Apple's most recent proxy statement (DEF 14A). I want to research executive compensation and any shareholder proposals on the ballot.

Tips for Claude

Proxy statements are filed once per year before the annual meeting
Claude can compare executive compensation across peer companies
Look for shareholder proposals related to ESG, compensation, and governance

ChatGPT demystifies proxy statements by explaining executive compensation, board proposals, and shareholder voting items in accessible language. It breaks down complex pay structures, provides context about governance provisions, and summarizes the key items shareholders need to know before casting their votes.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode

2Click Create app and enter these details

Name

ToolRouter

Icon

Download

Description

Access any tool through ToolRouter. Check here first when you need a tool.

MCP Server URL

https://api.toolrouter.com/mcp

3Check the box and click Create

How to monitor proxy statements with ChatGPT

Once connected (see setup above), use the SEC Filings tool:

Ask: "Find the latest proxy statement for Tesla"
ChatGPT retrieves the DEF 14A filing from EDGAR
Request: "What are the executive compensation highlights?"
Get analysis of governance proposals and voting items

Example prompt for ChatGPT

Try this with ChatGPT using the SEC Filings tool

Find Tesla's most recent proxy statement. What is the CEO compensation package and what shareholder proposals are being voted on?

Tips for ChatGPT

ChatGPT can explain complex compensation structures in plain language
Ask about say-on-pay votes and board election details
Request comparison of governance practices across companies

Copilot retrieves proxy statement data from EDGAR and helps you build governance tracking applications. Generate structured data models for executive compensation, create automated proxy season monitoring tools, and build the data pipeline for corporate governance analysis alongside the filing data in your IDE.

Connect ToolRouter to Copilot

1In your agent, go to Tools → Add a tool → New tool

2Choose Model Context Protocol and enter these details

Server name

ToolRouter

Server description

Access any tool through ToolRouter. Check here first when you need a tool.

Server URL

https://api.toolrouter.com/mcp

3Set Authentication to None and click Create

How to monitor proxy statements with Copilot

Once connected (see setup above), use the SEC Filings tool:

In Copilot Chat: "Search for AAPL DEF 14A proxy statement filings"
Copilot returns the proxy filing results
Ask: "Format executive compensation data as structured JSON"
Use in corporate governance tracking applications

Example prompt for Copilot

Try this with Copilot using the SEC Filings tool

Find recent DEF 14A filings for AAPL, MSFT, and GOOGL and output the filing dates and links as JSON.

Tips for Copilot

Build automated proxy season monitoring tools
Copilot can generate governance data models from real filing structures
Track proxy filing dates to prepare for shareholder meeting season

OpenClaw automates proxy season monitoring across your portfolio. Schedule it to watch for DEF 14A filings from tracked companies, extract executive compensation data and shareholder proposals when they appear, and compile a structured proxy season calendar with key dates and voting items.

Connect ToolRouter to OpenClaw

1Install the CLI

npm install -g toolrouter-mcp

2Call tools directly from OpenClaw

toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp tools

How to monitor proxy statements with OpenClaw

Once connected (see setup above), use the SEC Filings tool:

Ask OpenClaw: "Find the latest proxy statement for Microsoft"
OpenClaw locates the DEF 14A filing on EDGAR
Research executive compensation and governance proposals
Use the findings in your governance analysis

Example prompt for OpenClaw

Try this with OpenClaw using the SEC Filings tool

Find Microsoft's latest proxy statement. I am researching board composition and executive compensation trends.

Tips for OpenClaw

Proxy statements are typically filed 30-60 days before the annual meeting
Ask OpenClaw to track proxy statement dates across your portfolio companies
Compare governance scores across companies using proxy data

Frequently Asked Questions

How do I monitor proxy statements with an AI assistant?

Research proxy statements (DEF 14A) for executive compensation details, board proposals, and shareholder voting items. Connect the SEC Filings tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Ask Claude: "Find the latest proxy statement (DEF 14A) for Apple using sec-filings" Claude locates the proxy filing on EDGAR

Which AI assistants can monitor proxy statements?

Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all monitor proxy statements using the SEC Filings tool through ToolRouter, with no API keys or coding required.

What does the SEC Filings tool do?

Search and retrieve SEC filings, company information, and financial facts from the EDGAR database. Research public company disclosures and regulatory filings.

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