SEC EDGAR Filings

Newest SEC filing for a stock ticker, with official EDGAR links. Resolves the ticker to its SEC CIK and returns the filing with the latest `filing_date` (the date the SEC received it). `forms` restricts the search to exact form types, case-insensitive: `["10-K"]` matches `10-K` but not `10-K/A`; omit it to consider every form. `report_date` (the period the filing covers) is returned as context only, so a 10-K filed in January 2026 for the fiscal year ending September 2025 has a 2026 `filing_date`. Args: ticker: Stock ticker symbol, e.g. `"AAPL"`. Case and surrounding whitespace are ignored; `BRK.B` and `BRK-B` are equivalent. forms: Optional list of SEC form types, e.g. `["10-K", "10-Q"]`. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned `"ambiguous"`; it must be listed under `ticker`. Returns: A JSON object with `status` and a one-line `message`. On `"ok"`: `company` {cik, name, ticker, exchange}, `forms` (normalised list or null) and `filing` {form, filing_date, report_date, accession_number, filing_url, primary_document_url}, or `filing` null when the company has no filing of those forms; `filing_url` (the filing index page) is always present, `primary_document_url` may be null. The other statuses (`not_found`, `ambiguous` with `candidates`, `invalid_input` with `field`, `upstream_error` with `retryable`) are defined in the server instructions. Example: `get_latest_filing("AAPL", ["10-K"])` returns Apple's most recent annual report.

Filings a company submitted to the SEC during one calendar year, newest first, paged. `year` selects filings by `filing_date`, the date the SEC received the filing, not by `report_date` (the period the filing covers): a 10-K for the fiscal year ending September 2025 that was filed in January 2026 belongs to `year=2026`. `forms` restricts the list to exact form types, case-insensitive (`["10-K"]` matches `10-K` but not `10-K/A`). Older years are served from the SEC's history files automatically. Args: ticker: Stock ticker symbol, e.g. `"AAPL"`; case and surrounding whitespace are ignored. year: Calendar year of the filing date, 1993 or later; a future year returns an empty list. forms: Optional list of SEC form types, e.g. `["10-K", "10-Q"]`; omit it for every form. limit: Page size (default 100); larger values are clamped to the server's cap. offset: Filings to skip, for paging; pass the previous result's `next_offset`. cik: Optional SEC CIK (1-10 digits, string or integer) to pick one issuer when a previous call returned `"ambiguous"`; it must be listed under `ticker`. Returns: A JSON object with `status` and a one-line `message`. On `"ok"`: `company` {cik, name, ticker, exchange}, `year`, `forms`, `limit` (the effective page size), `offset`, `total_count`, `returned_count`, `next_offset` (null on the last page) and `filings` (newest first; each has form, filing_date, report_date, accession_number, filing_url, primary_document_url); an empty year is `"ok"` with `total_count` 0. Page with `offset=next_offset` until null. The other statuses (`not_found`, `ambiguous` with `candidates`, `invalid_input` with `field`, `upstream_error` with `retryable`) are defined in the server instructions. Example: `list_filings_by_year("AAPL", 2025, ["10-K", "10-Q"])` lists Apple's 2025 reports.

EDGAR form types (submission-type codes) filed in recent quarters, most common first. Use this to learn which values the `forms` argument of `get_latest_filing` and `list_filings_by_year` accepts: `form` is exactly the code EDGAR uses (`10-K`, `10-K/A`, `SCHEDULE 13G/A`, `424B2`, `NPORT-P`). The list is a snapshot bundled with the server (see `catalogue.generated_on` and `catalogue.quarters`); `filings` counts filings of that type over those quarters; `description` and `topics` come from the SEC Forms List when the form number is known, otherwise null. Amendments end with `/A`. No request is made to the SEC. Args: query: Optional case-insensitive text matched against the code and description (`"10-K"` lists `10-K`, `10-K/A`, `10-KT`, ...; `"/A"` lists amendments). limit: Maximum entries per page (default 100; clamped to the server's cap). offset: Entries to skip, for paging; pass the previous result's `next_offset`. Returns: A JSON object with `status` and a one-line `message`. On `"ok"`: `query`, `limit`, `offset`, `total_count`, `returned_count`, `next_offset` (null on the last page), `catalogue` {generated_on, quarters, sources} and `form_types` (each: form, description, amendment, filings, topics). `"invalid_input"` carries `field`, as defined in the server instructions; no other status occurs. Example: `list_form_types("13G")` lists the Schedule 13G submission types and their counts.