SEC company fundamentals (XBRL)
sec.fundamentals
Standardized financial-statement fundamentals for the same issuers, at the company/fiscal-period grain. Joins to insider transactions on CIK.
489,659 records · 2009–present
Section 16 insider transactions (Forms 3/4/5) by ticker, issuer CIK, issuer/company name, insider name, transaction code, or transaction-date range. Computed transaction_value_usd, buy_vs_sell_flag, officer_title, insider_role_seniority, and an is_10b5_1 trading-plan flag surface large open-market conviction trades. issuer_cik is the real join key to sec.fundamentals.cik. Does not include Form 13F institutional holdings.
Records
3,029,263
Form 3/4/5 transaction rows, structured JSON
History
2016–2026
2016-07-12 through 2026-06-30
New records
Quarterly batch
SEC posts one structured extract per quarter
Freshness
Daily
JSON · Public · included in subscription
Live-verified 2026-07-19: 3,029,263 records synced, 2016-07-12 through 2026-06-30.
tickerstringIssuer ticker symbol, exact match
cikintegerIssuer's SEC Central Index Key — the real join key to sec.fundamentals.cik
owner_namestringInsider/reporting-owner name, partial match
trans_codestringTransaction code, exact match (e.g. S sale, P purchase, A grant)
is_10b5_1booleanFilter to Rule 10b5-1 pre-arranged trading-plan transactions
min_transaction_value_usdnumberLower bound on computed transaction_value_usd (trans_shares × trans_price)
limitintegerMax records to return (default 25, max 50)
Shared parameters shown; the tool's full input schema (also issuer_name, trans_date_from/trans_date_to, buy_vs_sell_flag) is served by the MCP server at connection time.
{
"tool": "sec.filings",
"params": {
"ticker": "AAPL",
"is_10b5_1": true,
"min_transaction_value_usd": 1000000,
"limit": 25
}
}
| Field | Type | Description |
|---|---|---|
| accession_number | string | EDGAR accession number |
| issuer_name | string | Issuer company name |
| issuer_cik | string | Issuer's SEC CIK — join key to sec.fundamentals.cik |
| ticker | string | Issuer trading symbol |
| owner_cik / owner_name | string | Reporting insider's SEC CIK and name |
| owner_relationship | string | Officer, Director, or 10%-owner |
| trans_code / trans_date | string / date | Form 4 transaction code and date (S/P/A/…) |
| trans_shares / trans_price | number | Shares transacted and reported price per share |
| shares_owned_after | number | Insider's post-transaction share balance |
| transaction_value_usd | number | Computed trans_shares × trans_price, filterable |
| buy_vs_sell_flag | string | open_market_buy | open_market_sell | option_exercise | grant | gift | tax_withholding | other, filterable |
| officer_title | string | Reporting owner's officer title, e.g. "Chief Financial Officer" |
| is_10b5_1 | boolean | Rule 10b5-1 pre-arranged trading-plan flag, filterable |
| insider_role_seniority | string | high (CEO/CFO/President) | mid | low | other |
| pct_of_holdings | number | trans_shares ÷ shares_owned_after — conviction-size signal |
{
"accession_number": "0001193125-26-135334",
"issuer_name": "Apple Inc.",
"issuer_cik": "320193",
"ticker": "AAPL",
"owner_name": "Cook Timothy D",
"owner_relationship": "Officer",
"trans_code": "S",
"trans_date": "2026-03-31",
"trans_shares": 12500,
"trans_price": 242.15,
"shares_owned_after": 3231276,
"transaction_value_usd": 3026875.00,
"buy_vs_sell_flag": "open_market_sell",
"officer_title": "Chief Executive Officer",
"is_10b5_1": true,
"insider_role_seniority": "high",
"pct_of_holdings": 0.0039
}
sec.fundamentals
Standardized financial-statement fundamentals for the same issuers, at the company/fiscal-period grain. Joins to insider transactions on CIK.
489,659 records · 2009–present
contracts.awards
Federal contract awards, IDVs, and notices joined to awardee entity records. Query by NAICS, agency, awardee, vehicle, or dollar band as awards post.
28.7M records · 2016–present
ip.filings
Patent applications and grants with assignee normalization. Track filing velocity by assignee, CPC class, or examiner art unit.
6.3M records · 2005–present