io.github.HuangGoodmanAgency/edgar-and-edgarette
repo:https://github.com/huanggoodmanagency/filing-boards
SEC filings the day they are filed, on nine boards, plus an actuarial reading of any US filer.
- transport:
- remote
- credential class:
- open
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- get_agreementsshallow
Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_ai_leadersshallow
AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.
- get_annual_meetingsshallow
Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_auditor_watchshallow
Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_brand_recordshallow
Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.
- get_breachesshallow
Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_charter_amendmentsshallow
Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_cmo_movesshallow
Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_company_performanceshallow
Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.
- get_energy_leadersshallow
Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.
- get_etf_healthshallow
Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. Display only, not a rating. Free, CC BY 4.0.
- get_ipo_watchshallow
IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_mergersshallow
Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- get_portfolio_healthshallow
Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.
- get_restructuringshallow
Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.
- price_programshallow
Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.
- watch_companyshallow
Ask Edgar (POPS4) to email a person the day a company files with the SEC. Needs the person's email and the company name as it files (or its CIK). Each note carries a one-click stop link.
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