Chadwin API
Explore the available endpoints, view their parameters and response fields, and see example requests and responses. For help understanding the datasets and planning your integration, read the guides.
Explore the available endpoints, view their parameters and response fields, and see example requests and responses. For help understanding the datasets and planning your integration, read the guides.
Search US-listed companies by name, ticker, or CIK, and retrieve company details.
Returns a single company.
Supply one ticker; letters normalize to uppercase.
Supply one CIK; CIKs normalize to ten digits.
const result = await client.companies.get({ ticker: "IBM" });
{
"company": {
"name": "International Business Machines Corporation",
"cik": "0000051143",
"website_url": "https://www.ibm.com",
"ir_website_url": "https://www.ibm.com/investor",
"fiscal_year_end": "1231",
"sic": {
"code": "3570",
"office": "Office of Technology",
"industry_title": "COMPUTER & OFFICE EQUIPMENT"
},
"listings": [
{
"ticker": "IBM",
"exchange": "NYSE",
"share_class_figi": "BBG001S5S399"
}
]
}
}Company
Returns at most 25 stored companies ranked by ticker, CIK, and company name matches, including historical companies and companies without listings.
Company name, ticker, or padded or unpadded CIK.
const result = await client.companies.search({ query: "IBM" });
{
"companies": [
{
"name": "International Business Machines Corporation",
"cik": "0000051143",
"website_url": "https://www.ibm.com",
"ir_website_url": "https://www.ibm.com/investor",
"fiscal_year_end": "1231",
"sic": {
"code": "3570",
"office": "Office of Technology",
"industry_title": "COMPUTER & OFFICE EQUIPMENT"
},
"listings": [
{
"ticker": "IBM",
"exchange": "NYSE",
"share_class_figi": "BBG001S5S399"
}
]
}
]
}Company matches
Retrieve annual and quarterly company reports as cleaned HTML, and follow updates for Forms 10-K, 10-Q, 20-F, and 40-F and their amendments.
Lists annual and quarterly company reports. A current/former ticker or current/predecessor CIK selects the full company history across approved CIK links, not only that filer. Items retain their original filing issuer. Cursors require unchanged filters and an unchanged resolved company chain. Unfiltered lists and exact accession reads retain their existing scope.
Include filings from this date (YYYY-MM-DD)
Current or former ticker; includes the full approved company history and is mutually exclusive with cik
Current or predecessor company CIK, up to ten digits; includes the full approved history and is mutually exclusive with ticker
Fiscal year from 1900 through 9999
Filter by fiscal period
Include filings through this date (YYYY-MM-DD); defaults to today
Filter by form; comma-separated. Includes all forms by default.
Use next_cursor from the previous response
Page size 1–1000; default 500
const result = await client.companyReports.list({
ticker: "AAPL",
from: "2025-01-01",
until: "2025-12-31",
});
{
"filings": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"fiscal_year": 2025,
"fiscal_period": "Q3",
"form": "10-Q",
"period_end_date": "2025-06-28",
"filed_at": "2025-08-01",
"accepted_at": "2025-08-01T10:00:42.000Z",
"accession_number": "0000320193-25-000073",
"content_url": "/v1/company-reports/0000320193-25-000073/content.html",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
}
],
"next_cursor": null,
"has_more": false
}Company reports
Returns one event per newly published 10-K, 10-Q, 20-F, or 40-F report or amendment in publication order. Form filters select filing families and include their /A amendments. Without cursor or start, the response contains the most recent matching events up to limit and a cursor at the current feed head.
Filter by report family; comma-separated. Includes all families by default and their /A amendments.
Set to now to receive only future updates; cannot be combined with cursor
Use next_cursor from the previous response
Page size from 1 through 1000.
const result = await client.feeds.companyReports.listLatest();
{
"updates": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"feed_event_id": "crfe_000000012345",
"published_at": "2026-08-12T08:15:30.000Z",
"accession_number": "0000320193-25-000073",
"form": "10-Q",
"accepted_at": "2025-08-01T10:00:42.000Z",
"period_end_date": "2025-06-28",
"fiscal_year": 2025,
"fiscal_period": "Q3",
"content_url": "/v1/company-reports/0000320193-25-000073/content.html",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Company report updates
Returns metadata for one annual or quarterly report or amendment. Retrieve the report content from the separate endpoint in content_url.
SEC accession number with dashes
const result = await client.companyReports.getByAccession({
accessionNumber: "0000320193-24-000123",
});
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"fiscal_year": 2025,
"fiscal_period": "Q3",
"form": "10-Q",
"period_end_date": "2025-06-28",
"accepted_at": "2025-08-01T10:00:42.000Z",
"accession_number": "0000320193-25-000073",
"content_url": "/v1/company-reports/0000320193-25-000073/content.html",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
}Company report metadata
Returns the full annual or quarterly report or amendment as HTML.
SEC accession number with dashes
const result = await client.companyReports.getHtml({
accessionNumber: "0000320193-24-000123",
});
<!doctype html><html><body><h1>Company report</h1></body></html>Company report HTML
Retrieve 8-K and 6-K reports with readable exhibits in one HTML response, and follow new reports and amendments through the update feed.
Lists 8-K and 6-K reports. A current/former ticker or current/predecessor CIK selects the full company history across approved CIK links, not only that filer. Items retain their original filing issuer. Cursors require unchanged filters and an unchanged resolved company chain. Unfiltered lists and exact accession reads retain their existing scope.
Include filings from this date (YYYY-MM-DD)
Current or former ticker; includes the full approved company history and is mutually exclusive with cik
Optional current or predecessor company CIK, up to ten digits; includes the full approved history and is mutually exclusive with ticker.
Include filings through this date (YYYY-MM-DD); defaults to today
Filter by form; comma-separated. Includes all forms by default.
Comma-separated exact 8-K item codes, matched with any-match semantics.
Use next_cursor from the previous response
Page size 1–1000; default 500.
const result = await client.currentReports.list({ ticker: "AAPL", from: "2026-08-01", until: "2026-08-31" });
{
"filings": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0000320193-26-000001",
"form": "8-K",
"filed_at": "2026-08-18",
"accepted_at": "2026-08-18T12:00:00.000Z",
"event_date": "2026-08-17",
"report_date": null,
"fiscal_year": null,
"fiscal_period": null,
"item_codes": [
"2.02",
"9.01"
],
"content_url": "/v1/current-reports/0000320193-26-000001/content.html",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
}
],
"next_cursor": null,
"has_more": false
}Current reports
Returns one event per newly published 8-K or 6-K report or amendment in publication order. Form filters select filing families and include their /A amendments. Without cursor or start, the response contains the most recent matching events up to limit and a cursor at the current feed head.
Filter by report family; comma-separated. Includes all families by default and their /A amendments.
Set to now to receive only future updates; cannot be combined with cursor
Use next_cursor from the previous response
Page size from 1 through 1000.
const result = await client.feeds.currentReports.listLatest();
{
"updates": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"feed_event_id": "crfe_000000012345",
"published_at": "2026-08-18T12:01:00.000Z",
"accession_number": "0000320193-26-000001",
"form": "8-K",
"filed_at": "2026-08-18",
"accepted_at": "2026-08-18T12:00:00.000Z",
"event_date": "2026-08-17",
"report_date": null,
"fiscal_year": null,
"fiscal_period": null,
"item_codes": [
"2.02",
"9.01"
],
"content_url": "/v1/current-reports/0000320193-26-000001/content.html",
"metadata_url": "/v1/current-reports/0000320193-26-000001",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Current report updates
Returns one current report directly. event_date applies only to 8-K; report_date applies only to 6-K. Missing source dates are null, fiscal fields are null, and 6-K item_codes is empty.
SEC accession number with dashes
const result = await client.currentReports.get({ accessionNumber: "0001829126-26-010686" });
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0000320193-26-000001",
"form": "8-K",
"filed_at": "2026-08-18",
"accepted_at": "2026-08-18T12:00:00.000Z",
"event_date": "2026-08-17",
"report_date": null,
"fiscal_year": null,
"fiscal_period": null,
"item_codes": [
"2.02",
"9.01"
],
"content_url": "/v1/current-reports/0000320193-26-000001/content.html",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
}Current report metadata
Returns the cleaned primary and every supplied HTML or plain-text exhibit, with section labels and images.
SEC accession number with dashes
const result = await client.currentReports.getHtml({ accessionNumber: "0001829126-26-010686" });
<!doctype html><html><body><p>Primary report</p><h2>Exhibit 99.1</h2><p>Release</p></body></html>Current report HTML
Annual financial statements and financial metrics.
Returns annual financial statement values and metrics from Form 10-K filings for one company selected by a current/former ticker or current/predecessor CIK. Approved CIK links include the complete company history; the response issuer is the latest successor with its current primary ticker. Each annual result retains its selected filing accession_number. Linked history does not restate a filing’s accounting basis. Supply either fiscal_year or years. If neither is supplied, years defaults to 1.
Current or former ticker selecting the full approved company history.
Current or predecessor CIK selecting the full approved company history.
One fiscal year from 1900 through 9999.
Newest available fiscal years to return, from 1 through 20.
const result = await client.financialStatements.get({
ticker: "IBM",
});
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"periods": [
{
"fiscal_year": 2025,
"fiscal_period": "FY",
"period_end_date": "2025-09-27",
"accession_number": "0000320193-25-000079",
"currency": "USD",
"balance_sheet": {
"cash_and_cash_equivalents": "35934000000",
"short_term_investments": "18763000000",
"accounts_receivable_current": "39777000000",
"inventory": "5718000000",
"total_current_assets": "147957000000",
"property_plant_and_equipment_net": "49834000000",
"total_assets": "359241000000",
"accounts_payable_current": "69860000000",
"current_borrowings": "20329000000",
"current_portion_of_long_term_debt": "12350000000",
"total_current_liabilities": "165631000000",
"long_term_debt_noncurrent": "78328000000",
"total_liabilities": "285508000000",
"equity_attributable_to_parent": "73733000000"
},
"income_statement": {
"revenue": "416161000000",
"cost_of_sales": "220960000000",
"gross_profit": "195201000000",
"research_and_development_expense": "34550000000",
"selling_general_and_administrative_expense": "27601000000",
"total_operating_expenses": "62151000000",
"operating_income": "133050000000",
"nonoperating_income_expense": "-321000000",
"income_before_income_taxes": "132729000000",
"income_tax_expense": "20719000000",
"net_income_attributable_to_parent": "112010000000",
"basic_earnings_per_share": "7.49",
"diluted_earnings_per_share": "7.46",
"basic_weighted_average_shares": "14948500000",
"diluted_weighted_average_shares": "15004697000"
},
"cash_flow_statement": {
"depreciation_and_amortization_adjustment": "11698000000",
"share_based_compensation_adjustment": "12863000000",
"net_cash_from_operating_activities": "111482000000",
"capital_expenditure": "12715000000",
"net_cash_from_investing_activities": "15195000000",
"common_stock_repurchases": "90711000000",
"net_cash_from_financing_activities": "-120686000000",
"net_change_in_cash_cash_equivalents_and_restricted_cash_including_exchange_rate_effect": "5991000000"
},
"metrics": {
"working_capital": "-17674000000",
"current_ratio": "0.89",
"cash_ratio": "0.33",
"operating_margin": "31.97",
"pretax_margin": "31.89",
"effective_tax_rate": "15.61",
"profit_margin": "26.92",
"return_on_equity": "171.42",
"operating_cash_flow_margin": "26.79",
"quick_ratio": "0.57",
"gross_margin": "46.91",
"return_on_assets": "30.93",
"asset_turnover": "1.15",
"free_cash_flow": "98767000000",
"free_cash_flow_margin": "23.73",
"operating_cash_flow_to_net_income": "1.00"
}
}
]
}Financial statements
Find transactions on Forms 4 and 5, retrieve Form 3, 4, and 5 filings, and find proposed sales on Form 144. Use the insider activity feed for new Forms 3, 4, 5, and 144, or the insider transaction feed for individual transactions on Forms 4 and 5.
Returns Form 3 initial ownership statements, Form 4 and Form 5 transactions, and Form 144 proposed-sale notices in one publication order. Use this feed when you want all three kinds of insider activity in one stream. Without cursor or start, the response contains the most recent matching activities up to limit and a cursor at the current feed head. Continue with the same forms filter.
Filter by form; comma-separated. Includes all forms by default. Keep the same selection when using a cursor.
Set to now to receive only future updates; cannot be combined with cursor
Use next_cursor from the previous response
Page size from 1 through 1000.
const result = await client.feeds.insiderActivity.listLatest();
{
"activities": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"feed_event_id": "iae_000000000201",
"published_at": "2026-07-31T14:05:00.000Z",
"form": "3",
"accession_number": "0001214128-26-000003",
"accepted_at": "2026-07-31T14:03:12.000Z",
"event_date": "2026-07-30",
"reporting_owners": [
{
"cik": "0001214128",
"name": "LEVINSON ARTHUR D",
"address": {
"street1": "ONE APPLE PARK WAY",
"street2": null,
"city": "CUPERTINO",
"state": "CA",
"zip_code": "95014",
"country": null
},
"relationship": {
"is_director": true,
"is_officer": null,
"is_ten_percent_owner": null,
"is_other": null,
"officer_title": null,
"other_text": null
}
}
],
"no_securities_owned": false,
"non_derivative_holding_count": 1,
"derivative_holding_count": 0,
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000121412826000003/0001214128-26-000003-index.htm"
},
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"feed_event_id": "ite_000000000129",
"published_at": "2026-07-31T14:06:00.000Z",
"form": "4",
"accession_number": "0001140361-26-023363",
"row_kind": "nonderivative_transaction",
"accepted_at": "2026-05-29T22:30:27.000Z",
"footnotes": [
{
"id": "F1",
"text": "This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple."
}
],
"reporting_owners": [
{
"cik": "0001214128",
"name": "LEVINSON ARTHUR D",
"address": {
"street1": "ONE APPLE PARK WAY",
"street2": null,
"city": "CUPERTINO",
"state": "CA",
"zip_code": "95014",
"country": null
},
"relationship": {
"is_director": true,
"is_officer": null,
"is_ten_percent_owner": null,
"is_other": null,
"officer_title": null,
"other_text": null
}
}
],
"source_row_index": 1,
"transaction_code": "S",
"transaction_date": "2026-05-27",
"deemed_execution_date": null,
"transaction_form_type": "4",
"security": "Common Stock",
"shares": "50000",
"price": "311.02",
"transaction_total_value": null,
"acquired_disposed_code": "D",
"shares_owned_after": "3764576",
"ownership_type": "direct",
"nature_of_ownership": null,
"transaction_timeliness": null,
"equity_swap_involved": false,
"conversion_or_exercise_price": null,
"exercise_date": null,
"expiration_date": null,
"underlying_security": null,
"footnote_ids": [
"F1"
],
"field_footnote_ids": {
"price": [
"F1"
]
},
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
},
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"feed_event_id": "pse_000000000203",
"published_at": "2026-07-31T14:07:00.000Z",
"form": "144",
"accession_number": "0001140361-26-030001",
"source_row_index": 1,
"accepted_at": "2026-07-31T14:06:12.000Z",
"reporting_person": {
"cik": "0002100523",
"name": "Example Reporting Person",
"relationships": [
"Officer"
]
},
"security": "Common Stock",
"amount": "100",
"market_value": "20000.00",
"approximate_sale_date": "2026-08-03",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm"
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Insider activity updates
Returns one parsed Section 16 ownership filing (Form 3, Form 4, or Form 5) as filed, including filing metadata, reporting owners, footnotes, transaction rows, and standalone holding rows. Amendments remain separate accessions.
SEC accession number with dashes
const result = await client.insiderFilings.get({
accessionNumber: "0001140361-26-023363",
});
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0001140361-26-023363",
"form": "4",
"accepted_at": "2026-05-29T22:30:27.000Z",
"period_of_report": "2026-05-27",
"date_of_original_submission": null,
"not_subject_to_section_16": null,
"rule_10b5_1": false,
"remarks": null,
"reporting_owners": [
{
"cik": "0001214128",
"name": "LEVINSON ARTHUR D",
"address": {
"street1": "ONE APPLE PARK WAY",
"street2": null,
"city": "CUPERTINO",
"state": "CA",
"zip_code": "95014",
"country": null
},
"relationship": {
"is_director": true,
"is_officer": null,
"is_ten_percent_owner": null,
"is_other": null,
"officer_title": null,
"other_text": null
}
}
],
"owner_signatures": [
{
"name": "/s/ Sam Whittington, Attorney-in-Fact for Arthur D. Levinson",
"date": "2026-05-29"
}
],
"footnotes": [
{
"id": "F1",
"text": "This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple."
}
],
"non_derivative_transactions": [
{
"source_row_index": 1,
"transaction_code": "S",
"transaction_date": "2026-05-27",
"deemed_execution_date": null,
"transaction_form_type": "4",
"security": "Common Stock",
"shares": "50000",
"price": "311.02",
"transaction_total_value": null,
"acquired_disposed_code": "D",
"shares_owned_after": "3764576",
"ownership_type": "direct",
"nature_of_ownership": null,
"transaction_timeliness": null,
"equity_swap_involved": false,
"conversion_or_exercise_price": null,
"exercise_date": null,
"expiration_date": null,
"underlying_security": null,
"footnote_ids": [
"F1"
],
"field_footnote_ids": {
"price": [
"F1"
]
}
},
{
"source_row_index": 2,
"transaction_code": "G",
"transaction_date": "2026-05-27",
"deemed_execution_date": null,
"transaction_form_type": "4",
"security": "Common Stock",
"shares": "65000",
"price": "0",
"transaction_total_value": null,
"acquired_disposed_code": "D",
"shares_owned_after": "3699576",
"ownership_type": "direct",
"nature_of_ownership": null,
"transaction_timeliness": null,
"equity_swap_involved": false,
"conversion_or_exercise_price": null,
"exercise_date": null,
"expiration_date": null,
"underlying_security": null,
"footnote_ids": [],
"field_footnote_ids": {}
}
],
"derivative_transactions": [],
"non_derivative_holdings": [
{
"source_row_index": 1,
"late_holding_form_type": null,
"security": "Common Stock",
"shares_owned_after": "56000",
"value_owned_after": null,
"ownership_type": "indirect",
"nature_of_ownership": "By Spouse",
"footnote_ids": [],
"field_footnote_ids": {}
}
],
"derivative_holdings": [],
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
}Insider filing
Lists transactions from Forms 4 and 5, including amendments. Filter by ticker, CIK, transaction code, or filing date.
Include filings from this date (YYYY-MM-DD)
Comma-separated ticker filter. Mutually exclusive with ciks.
Filing entity CIKs. Mutually exclusive with tickers; reference rows are not required.
Include filings through this date (YYYY-MM-DD); defaults to today
Filter by SEC transaction code; comma-separated. Includes all codes by default.
Use next_cursor from the previous response
Rows per page from 1 through 1000. Defaults to 1000.
const result = await client.insiderTransactions.list({
from: "2026-05-01",
until: "2026-05-31",
});
{
"transactions": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0001140361-26-023363",
"row_kind": "nonderivative_transaction",
"accepted_at": "2026-05-29T22:30:27.000Z",
"footnotes": [
{
"id": "F1",
"text": "This transaction was executed in multiple trades at prices ranging from $310.76 to $311.42; the price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, Apple, or a security holder of Apple."
}
],
"reporting_owners": [
{
"cik": "0001214128",
"name": "LEVINSON ARTHUR D",
"address": {
"street1": "ONE APPLE PARK WAY",
"street2": null,
"city": "CUPERTINO",
"state": "CA",
"zip_code": "95014",
"country": null
},
"relationship": {
"is_director": true,
"is_officer": null,
"is_ten_percent_owner": null,
"is_other": null,
"officer_title": null,
"other_text": null
}
}
],
"source_row_index": 1,
"transaction_code": "S",
"transaction_date": "2026-05-27",
"deemed_execution_date": null,
"transaction_form_type": "4",
"security": "Common Stock",
"shares": "50000",
"price": "311.02",
"transaction_total_value": null,
"acquired_disposed_code": "D",
"shares_owned_after": "3764576",
"ownership_type": "direct",
"nature_of_ownership": null,
"transaction_timeliness": null,
"equity_swap_involved": false,
"conversion_or_exercise_price": null,
"exercise_date": null,
"expiration_date": null,
"underlying_security": null,
"footnote_ids": [
"F1"
],
"field_footnote_ids": {
"price": [
"F1"
]
},
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
},
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0001140361-26-023363",
"row_kind": "nonderivative_transaction",
"accepted_at": "2026-05-29T22:30:27.000Z",
"footnotes": [],
"reporting_owners": [
{
"cik": "0001214128",
"name": "LEVINSON ARTHUR D",
"address": {
"street1": "ONE APPLE PARK WAY",
"street2": null,
"city": "CUPERTINO",
"state": "CA",
"zip_code": "95014",
"country": null
},
"relationship": {
"is_director": true,
"is_officer": null,
"is_ten_percent_owner": null,
"is_other": null,
"officer_title": null,
"other_text": null
}
}
],
"source_row_index": 2,
"transaction_code": "G",
"transaction_date": "2026-05-27",
"deemed_execution_date": null,
"transaction_form_type": "4",
"security": "Common Stock",
"shares": "65000",
"price": "0",
"transaction_total_value": null,
"acquired_disposed_code": "D",
"shares_owned_after": "3699576",
"ownership_type": "direct",
"nature_of_ownership": null,
"transaction_timeliness": null,
"equity_swap_involved": false,
"conversion_or_exercise_price": null,
"exercise_date": null,
"expiration_date": null,
"underlying_security": null,
"footnote_ids": [],
"field_footnote_ids": {},
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
}
],
"next_cursor": null,
"has_more": false
}Insider transactions
Returns one feed event per supported Form 4 or Form 5 transaction row, ordered by publication sequence. Use this feed when you only want Form 4 and Form 5 transaction rows, need transaction-code filtering, or want one consistent transaction shape. Without cursor or start, the response contains the most recent matching transactions up to limit and a cursor at the current feed head.
Filter by SEC transaction code; comma-separated. Includes all codes by default.
Set to now to receive only future updates; cannot be combined with cursor
Use next_cursor from the previous response
Page size from 1 through 1000.
const result = await client.feeds.insiderTransactions.listLatest();
{
"transactions": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"feed_event_id": "ite_000000000130",
"published_at": "2026-06-18T13:49:12.000Z",
"form": "4",
"accession_number": "0001140361-26-023363",
"row_kind": "nonderivative_transaction",
"accepted_at": "2026-05-29T22:30:27.000Z",
"footnotes": [],
"reporting_owners": [
{
"cik": "0001214128",
"name": "LEVINSON ARTHUR D",
"address": {
"street1": "ONE APPLE PARK WAY",
"street2": null,
"city": "CUPERTINO",
"state": "CA",
"zip_code": "95014",
"country": null
},
"relationship": {
"is_director": true,
"is_officer": null,
"is_ten_percent_owner": null,
"is_other": null,
"officer_title": null,
"other_text": null
}
}
],
"source_row_index": 2,
"transaction_code": "G",
"transaction_date": "2026-05-27",
"deemed_execution_date": null,
"transaction_form_type": "4",
"security": "Common Stock",
"shares": "65000",
"price": "0",
"transaction_total_value": null,
"acquired_disposed_code": "D",
"shares_owned_after": "3699576",
"ownership_type": "direct",
"nature_of_ownership": null,
"transaction_timeliness": null,
"equity_swap_involved": false,
"conversion_or_exercise_price": null,
"exercise_date": null,
"expiration_date": null,
"underlying_security": null,
"footnote_ids": [],
"field_footnote_ids": {},
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm"
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Insider transaction updates
Returns the details of one Form 144 filing, including the proposed sale, acquisition history, and sales made during the past three months. Sales listed only in an attached exhibit are not included.
SEC accession number with dashes
const result = await client.proposedSales.getFiling({
accessionNumber: "0000905148-26-003437",
});
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0001140361-26-030001",
"form": "144",
"accepted_at": "2026-07-29T18:04:05.000Z",
"previous_accession_number": null,
"reporting_person": {
"cik": "0002100523",
"name": "Example Reporting Person",
"relationships": [
"Officer"
]
},
"proposed_sales": [
{
"source_row_index": 1,
"security": "Common Stock",
"amount": "100",
"market_value": "20000.00",
"amount_outstanding": "15000000000",
"approximate_sale_date": "2026-07-30",
"broker_or_market_maker": "Example Broker",
"intended_sale_exchange": "NASDAQ"
}
],
"securities_to_be_sold": [
{
"source_row_index": 1,
"security": "Common Stock",
"acquisition_date": "2025-01-15",
"acquisition_method": "Restricted stock vesting",
"acquired_from": "Apple Inc.",
"is_gift": false,
"amount": "100",
"donor_acquisition_date": null,
"payment_date": null,
"payment_method": "Services"
}
],
"nothing_to_report": true,
"past_three_month_sales": [],
"remarks": null,
"notice": {
"date": "2026-07-29",
"plan_adoption_dates": [
"2026-01-10"
],
"signature": "/s/ Example Reporting Person"
},
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm"
}Proposed sale filing
Returns one cursor-paginated page of as-filed proposed-sale rows from Form 144 and Form 144/A in SEC acceptance order.
Include filings from this date (YYYY-MM-DD)
Company tickers; mutually exclusive with ciks.
Filing entity CIKs; mutually exclusive with tickers. Reference rows are not required.
Include filings through this date (YYYY-MM-DD); defaults to today
Use next_cursor from the previous response
Rows per page from 1 through 1000. Defaults to 1000.
const result = await client.proposedSales.list({
from: "2026-07-01",
until: "2026-07-31",
});
{
"proposed_sales": [
{
"issuer": {
"cik": "0000320193",
"name": "Apple Inc.",
"ticker": "AAPL"
},
"accession_number": "0001140361-26-030001",
"source_row_index": 1,
"accepted_at": "2026-07-29T18:04:05.000Z",
"reporting_person": {
"cik": "0002100523",
"name": "Example Reporting Person",
"relationships": [
"Officer"
]
},
"security": "Common Stock",
"amount": "100",
"market_value": "20000.00",
"approximate_sale_date": "2026-07-30",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm"
}
],
"next_cursor": null,
"has_more": false
}Proposed sales
Find institutional managers and reporting periods, retrieve Form 13F filings and holdings, and view a manager's holdings and consolidated positions. Follow new Forms 13F-HR and 13F-NT and their amendments through the update feed.
Returns one feed event per processed 13F-HR, 13F-HR/A, 13F-NT, or 13F-NT/A accession in publication order. Without cursor or start, the response contains the most recent matching filing events up to limit and a cursor at the current feed head. Notice filings create feed events but do not update effective manager-period holdings.
Filter by form; comma-separated. Includes all forms by default.
Set to now to receive only future updates; cannot be combined with cursor
Use next_cursor from the previous response
Page size from 1 through 1000.
const result = await client.feeds.institutionalFilings.listLatest();
{
"updates": [
{
"feed_event_id": "ihfe_000000000787",
"published_at": "2026-07-20T19:10:06.976Z",
"accession_number": "0001214659-26-008712",
"form": "13F-HR",
"report_type": "13F HOLDINGS REPORT",
"period_of_report": "2026-06-30",
"accepted_at": "2026-07-20T17:56:51.000Z",
"manager": {
"name": "Envestnet Portfolio Solutions, Inc.",
"form_13f_file_number": "028-23431",
"cik": "0001998033"
},
"sec_url": "https://www.sec.gov/Archives/edgar/data/1998033/000121465926008712/0001214659-26-008712-index.htm"
}
],
"next_cursor": "cur_eyJ2IjoxLCJhZnRlciI6Nzg3fQ",
"has_more": false
}Institutional filing updates
Returns as-filed metadata for one 13F-HR, 13F-HR/A, 13F-NT, or 13F-NT/A accession. Holdings reports link to a separate paginated information-table endpoint; notice filings have no holdings rows.
SEC accession number with dashes
const result = await client.institutionalFilings.get({
accessionNumber: "0002056088-26-000008",
});
{
"accession_number": "0000950123-26-004321",
"form": "13F-HR",
"report_type": "13F HOLDINGS REPORT",
"period_of_report": "2026-03-31",
"accepted_at": "2026-05-15T20:12:34.000Z",
"manager": {
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983",
"crd_number": null,
"address": {
"street1": "3555 FARNAM STREET",
"street2": null,
"city": "OMAHA",
"state_or_country": "NE",
"zip_code": "68131"
}
},
"amendment": null,
"confidential_treatment_requested": false,
"remarks": null,
"included_managers": [],
"other_reporting_managers": [],
"signature": null,
"holdings": {
"total_count": 124,
"total_value_usd": "267891234567",
"url": "/v1/institutional-filings/0000950123-26-004321/holdings"
}
}Institutional filing
Returns the as-filed information-table rows for one 13F-HR or 13F-HR/A accession in source order. This endpoint does not combine the filing with other amendments for the same manager and period.
SEC accession number with dashes
Use next_cursor from the previous response
Page size from 1 through 5000.
const result = await client.institutionalFilings.listHoldings({
accessionNumber: "0002056088-26-000008",
});
{
"accession_number": "0000950123-26-004321",
"form": "13F-HR",
"report_type": "13F HOLDINGS REPORT",
"period_of_report": "2026-03-31",
"holdings": [
{
"security": {
"issuer": "APPLE INC",
"title_of_class": "COM",
"company": {
"name": "Apple Inc.",
"cik": "0000320193",
"ticker": "AAPL",
"exchange": "NASDAQ"
},
"option_type": null
},
"position": {
"amount": "1245000",
"type": "shares",
"market_value_usd": "221563000"
},
"investment_discretion": "SOLE",
"other_managers": [],
"voting_authority": {
"sole": "1245000",
"shared": "0",
"none": "0"
}
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Filing holdings
Returns institutional managers ordered by name and Form 13F file number. Optional CIK and Form 13F file-number filters resolve the source filer associated with each manager profile.
Optional manager CIK filter for source filers associated with a manager profile.
Optional Form 13F file-number filter for source filers associated with a manager profile.
Use next_cursor from the previous response
Page size from 1 through 1000.
const result = await client.institutionalManagers.list();
{
"managers": [
{
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983",
"latest_period_of_report": "2026-03-31",
"holding_count": 124,
"total_value_usd": "267891234567",
"latest_accepted_at": "2026-05-15T20:12:34.000Z"
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Institutional managers
Returns at most 25 institutional managers ranked by Form 13F file number, CIK, and manager or source-filer name matches. The result has no pagination or configurable limit.
Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK.
const result = await client.institutionalManagers.search({
query: "Berkshire",
});
{
"managers": [
{
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983",
"latest_period_of_report": "2026-03-31",
"holding_count": 124,
"total_value_usd": "267891234567",
"latest_accepted_at": "2026-05-15T20:12:34.000Z"
}
]
}Institutional manager matches
Returns one institutional manager identified by Form 13F file number and its latest effective holdings period when available.
SEC Form 13F file number
const result = await client.institutionalManagers.get({
form13fFileNumber: "028-04545",
});
{
"manager": {
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983"
},
"latest_period": {
"period_of_report": "2026-03-31",
"accepted_at": "2026-05-15T20:12:34.000Z",
"holdings": {
"total_count": 124,
"total_value_usd": "267891234567",
"url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
}
}
}Institutional manager
Returns effective holdings for one institutional manager and report period. Restatements replace the active set and new-holdings amendments append their as-filed rows; each result identifies its source accession.
SEC Form 13F file number
Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period.
Use next_cursor from the previous response
Page size from 1 through 5000.
const result = await client.institutionalManagers.listHoldings({
form13fFileNumber: "028-04545",
period: "latest",
});
{
"manager": {
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983"
},
"period": {
"period_of_report": "2026-03-31",
"accepted_at": "2026-05-15T20:12:34.000Z"
},
"holdings": [
{
"security": {
"issuer": "APPLE INC",
"title_of_class": "COM",
"company": {
"name": "Apple Inc.",
"cik": "0000320193",
"ticker": "AAPL",
"exchange": "NASDAQ"
},
"option_type": null
},
"position": {
"amount": "1245000",
"type": "shares",
"market_value_usd": "221563000"
},
"investment_discretion": "SOLE",
"other_managers": [],
"voting_authority": {
"sole": "1245000",
"shared": "0",
"none": "0"
},
"source": {
"accession_number": "0000950123-26-004321"
}
}
],
"next_cursor": "cur_request_bound_example",
"has_more": false
}Manager holdings
Returns the report periods with effective holdings for one institutional manager, ordered from newest to oldest.
SEC Form 13F file number
const result = await client.institutionalManagers.listPeriods({
form13fFileNumber: "028-04545",
});
{
"manager": {
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983"
},
"periods": [
{
"period_of_report": "2026-03-31",
"accepted_at": "2026-05-15T20:12:34.000Z",
"holdings": {
"total_count": 124,
"total_value_usd": "267891234567",
"url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
}
}
]
}Manager periods
Returns consolidated economic positions for one institutional manager and report period. The complete effective holdings set is grouped by valid CUSIP or CINS, quantity type, and option type before pagination. Use the manager holdings endpoint for reported-row allocation and source-accession details.
SEC Form 13F file number
Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period.
Use next_cursor from the previous response
Page size from 1 through 5000.
const result = await client.institutionalManagers.listPositions({
form13fFileNumber: "028-04545",
period: "latest",
});
{
"manager": {
"name": "Berkshire Hathaway Inc.",
"form_13f_file_number": "028-04545",
"cik": "0001067983"
},
"period": {
"period_of_report": "2026-03-31",
"accepted_at": "2026-05-15T20:12:34.000Z"
},
"positions": [
{
"security": {
"issuer": "APPLE INC",
"title_of_class": "COM",
"company": {
"name": "Apple Inc.",
"cik": "0000320193",
"ticker": "AAPL",
"exchange": "NASDAQ"
},
"option_type": null
},
"position": {
"amount": "1245000",
"type": "shares",
"market_value_usd": "221563000"
},
"voting_authority": {
"sole": "1245000",
"shared": "0",
"none": "0"
},
"reported_holding_count": 3
}
],
"next_cursor": null,
"has_more": false
}Manager positions
