SEC Form 3/4/5 insider transactions
sec.filings
Insider transactions for the same issuers, joined by CIK. Filter by ticker, transaction code, or a minimum trade value.
3.0M records · 2003–present
One wide row per company per fiscal period, with ~15 standardized financial-statement metrics: revenue, cost of revenue, gross profit, operating income, net income, R&D expense, basic/diluted EPS, assets, liabilities, equity, cash, operating cash flow, capex, and shares outstanding. Covers annual (FY) and quarterly (Q1–Q4) periods; restated figures resolve to the latest filing. cik joins to sec.filings.issuer_cik. There is no join to ip.filings or contracts.awards — neither carries a cik or ticker column.
Records
489,659
One row per company per fiscal period
History
2009–2026
2009-01-01 through 2026-06-30
New records
Weekly batch
SEC companyfacts bulk export refresh
Freshness
Weekly
JSON · Public · included in subscription
Live-verified 2026-07-17: 489,659 records synced, 2009-01-01 through 2026-06-30.
tickerstringIssuer ticker symbol, exact match, e.g. AAPL
cikintegerSEC Central Index Key, exact match
fiscal_yearintegerFiscal year, exact match, e.g. 2023
fiscal_periodstringFY (annual) or Q1/Q2/Q3/Q4, exact match
min_revenue / max_revenuenumberScreen the universe by revenue (USD)
min_net_incomenumberLower bound on net_income (USD; can be negative)
limitintegerMax records to return (default 25, max 50)
Rows are ordered most-recent period first, so "AAPL revenue, last 4 quarters" is one call. The full input schema is served by the MCP server at connection time.
{
"tool": "sec.fundamentals",
"params": {
"ticker": "AAPL",
"fiscal_period": "Q2",
"limit": 8
}
}
| Field | Type | Description |
|---|---|---|
| cik | integer | SEC Central Index Key (join key to sec.filings) |
| ticker / company_name | string | Trading symbol and filer entity name |
| fiscal_year / fiscal_period | integer / string | Fiscal year and period (FY or Q1–Q4) |
| form / period_end / filed | string / date / date | Source form (10-K/10-Q), fiscal-period end, and filing date |
| revenue / cost_of_revenue / gross_profit | number | Top-of-statement figures (USD) |
| operating_income / net_income | number | Operating and net income/loss (USD, can be negative) |
| rd_expense | number | Research & development expense (USD) |
| eps_basic / eps_diluted | number | Earnings per share (USD/share) |
| assets / liabilities / equity | number | Balance-sheet totals at period end (USD) |
| cash | number | Cash and equivalents at period end (USD) |
| operating_cash_flow / capex | number | Cash-flow-statement lines — annual grain only; 10-Q values are YTD and omitted at quarterly grain |
| shares_outstanding | number | Shares outstanding as of the filing |
{
"cik": 320193,
"ticker": "AAPL",
"company_name": "Apple Inc.",
"fiscal_year": 2023,
"fiscal_period": "FY",
"form": "10-K",
"period_end": "2023-09-30",
"filed": "2023-11-03",
"revenue": 383285000000,
"gross_profit": 169148000000,
"operating_income": 114301000000,
"net_income": 96995000000,
"eps_diluted": 6.13,
"assets": 352583000000,
"liabilities": 290437000000,
"equity": 62146000000,
"cash": 29965000000,
"shares_outstanding": 15550061000
}
sec.filings
Insider transactions for the same issuers, joined by CIK. Filter by ticker, transaction code, or a minimum trade value.
3.0M records · 2003–present
contracts.awards
Federal contract awards for the same public companies — no shared join key, but a useful revenue-nowcast pairing against reported quarterly revenue.
28.7M records · 2016–present
ip.filings
Patent grants by assignee — no shared join key, but useful for pairing R&D expense against filing velocity for the same company.
6.3M records · 2005–present