@chadwin/sdk 0.2.0 → 0.4.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/dist/index.d.cts CHANGED
@@ -186,7 +186,7 @@ interface components {
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  */
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  content_url: string;
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  /** @enum {string} */
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- form: "10-K" | "10-K/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
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+ form: "10-K" | "10-K/A" | "10-Q" | "10-Q/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
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  /**
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  * Format: date
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  * @description End date of the fiscal period covered by this filing, or null when the SEC filing does not provide one.
@@ -196,7 +196,7 @@ interface components {
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  sec_url: string;
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  }[];
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  /** @enum {string} */
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- fiscal_period: "FY";
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+ fiscal_period: "FY" | "Q1" | "Q2" | "Q3";
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  fiscal_year: number;
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  issuer: {
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  cik: string;
@@ -217,10 +217,10 @@ interface components {
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  */
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  content_url: string;
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  /** @enum {string|null} */
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- fiscal_period: "FY" | null;
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+ fiscal_period: "FY" | "Q1" | "Q2" | "Q3" | null;
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  fiscal_year: number | null;
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  /** @enum {string} */
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- form: "10-K" | "10-K/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
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+ form: "10-K" | "10-K/A" | "10-Q" | "10-Q/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
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  issuer: {
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  cik: string;
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  name: string | null;
@@ -1249,7 +1249,7 @@ interface operations {
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  * "ticker": "IBM"
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  * }
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  * ],
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- * "name": "INTERNATIONAL BUSINESS MACHINES CORP",
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+ * "name": "International Business Machines Corporation",
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  * "sic": {
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  * "code": "3570",
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  * "industry_title": "COMPUTER & OFFICE EQUIPMENT",
@@ -1356,7 +1356,7 @@ interface operations {
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  * "ticker": "IBM"
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  * }
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  * ],
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- * "name": "INTERNATIONAL BUSINESS MACHINES CORP",
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+ * "name": "International Business Machines Corporation",
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  * "sic": {
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  * "code": "3570",
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  * "industry_title": "COMPUTER & OFFICE EQUIPMENT",
@@ -1879,12 +1879,131 @@ interface operations {
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  };
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  };
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  };
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+ getCompanyReportForFiscalPeriod: {
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+ parameters: {
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+ query?: never;
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+ header?: never;
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+ path: {
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+ ticker: string;
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+ fiscal_year: string;
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+ fiscal_period: "Q1" | "Q2" | "Q3";
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+ };
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+ cookie?: never;
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+ };
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+ requestBody?: never;
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+ responses: {
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+ /** @description Quarterly report filing family */
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+ 200: {
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+ headers: {
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+ "Cache-Control"?: string;
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+ ETag?: string;
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+ "X-Billing-Period-Quota-Limit"?: string;
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+ "X-Billing-Period-Quota-Remaining"?: string;
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+ "X-Billing-Period-Quota-Reset"?: string;
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ /**
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+ * @example {
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+ * "filings": [
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+ * {
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+ * "accepted_at": "2025-08-01T10:00:42.000Z",
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+ * "accession_number": "0000320193-25-000073",
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+ * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
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+ * "form": "10-Q",
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+ * "period_end_date": "2025-06-28",
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+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
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+ * }
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+ * ],
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+ * "fiscal_period": "Q3",
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+ * "fiscal_year": 2025,
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+ * "issuer": {
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+ * "cik": "0000320193",
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+ * "name": "Apple Inc.",
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+ * "ticker": "AAPL"
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+ * }
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+ * }
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+ */
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+ "application/json": components["schemas"]["CompanyReportFamilyResponse"];
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+ };
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+ };
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+ /** @description The ticker, fiscal year, or fiscal period is invalid */
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+ 400: {
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+ headers: {
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["ErrorResponse"];
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+ };
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+ };
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+ /** @description The request is missing a valid Chadwin API key. */
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+ 401: {
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+ headers: {
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["ErrorResponse"];
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+ };
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+ };
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+ /** @description The subscription does not include this dataset. */
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+ 403: {
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+ headers: {
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
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+ };
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+ };
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+ /** @description The company or eligible quarterly report was not found */
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+ 404: {
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+ headers: {
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["ErrorResponse"];
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+ };
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+ };
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+ /** @description More than one original quarterly report matches the fiscal period */
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+ 409: {
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+ headers: {
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["ErrorResponse"];
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+ };
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+ };
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+ /** @description The request exceeded a rate limit. */
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+ 429: {
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+ headers: {
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+ "RateLimit-Limit"?: string;
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+ "RateLimit-Reset"?: string;
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+ "Retry-After"?: string;
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+ "X-Billing-Period-Quota-Limit"?: string;
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+ "X-Billing-Period-Quota-Remaining"?: string;
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+ "X-Billing-Period-Quota-Reset"?: string;
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["ErrorResponse"];
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+ };
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+ };
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+ /** @description The filing catalog is unavailable */
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+ 503: {
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+ headers: {
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+ [name: string]: unknown;
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+ };
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+ content: {
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+ "application/json": components["schemas"]["ErrorResponse"];
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+ };
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+ };
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+ };
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+ };
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2001
  listCompanyReportFeed: {
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  parameters: {
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  query?: {
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  /** @description Use `next_cursor` from the previous response. Keep the same `forms` filter and do not combine this with `start`. */
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  cursor?: string;
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- /** @description Optional comma-separated annual-report families. Supported values are 10-K, 20-F, and 40-F. Each family includes its /A amendments. */
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+ /** @description Optional comma-separated report families. Supported values are 10-K, 10-Q, 20-F, and 40-F. Each family includes its /A amendments. */
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  forms?: string;
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  /** @description Page size from 1 through 1000. */
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  limit?: string;
@@ -1897,7 +2016,7 @@ interface operations {
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  };
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  requestBody?: never;
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  responses: {
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- /** @description Published annual report updates. */
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+ /** @description Published company report updates. */
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  200: {
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  headers: {
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  "Cache-Control"?: string;
@@ -1910,24 +2029,24 @@ interface operations {
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  /**
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  * @example {
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  * "has_more": false,
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- * "next_cursor": "cur_eyJ2IjoxLCJhZnRlciI6MX0",
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+ * "next_cursor": "cur_eyJ2IjoxLCJhZnRlciI6MTIzNDV9",
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  * "updates": [
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  * {
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- * "accepted_at": "2026-08-09T14:02:28.000Z",
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- * "accession_number": "0000320193-26-000101",
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- * "content_url": "/v1/sec/company-reports/0000320193-26-000101/content.html",
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- * "feed_event_id": "crfe_000000000001",
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- * "fiscal_period": "FY",
2035
+ * "accepted_at": "2025-08-01T10:00:42.000Z",
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+ * "accession_number": "0000320193-25-000073",
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+ * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
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+ * "feed_event_id": "crfe_000000012345",
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+ * "fiscal_period": "Q3",
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  * "fiscal_year": 2025,
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- * "form": "10-K",
2041
+ * "form": "10-Q",
1923
2042
  * "issuer": {
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2043
  * "cik": "0000320193",
1925
2044
  * "name": "Apple Inc.",
1926
2045
  * "ticker": "AAPL"
1927
2046
  * },
1928
- * "period_end_date": "2025-09-27",
1929
- * "published_at": "2026-08-09T14:04:12.000Z",
1930
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000101/0000320193-26-000101-index.htm"
2047
+ * "period_end_date": "2025-06-28",
2048
+ * "published_at": "2026-08-12T08:15:30.000Z",
2049
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
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  * }
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2051
  * ]
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2052
  * }
@@ -1947,10 +2066,10 @@ interface operations {
1947
2066
  /** @description Stable idempotency key for this publication event. */
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2067
  feed_event_id: string;
1949
2068
  /** @enum {string|null} */
1950
- fiscal_period: "FY" | null;
2069
+ fiscal_period: "FY" | "Q1" | "Q2" | "Q3" | null;
1951
2070
  fiscal_year: number | null;
1952
2071
  /** @enum {string} */
1953
- form: "10-K" | "10-K/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
2072
+ form: "10-K" | "10-K/A" | "10-Q" | "10-Q/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
1954
2073
  issuer: {
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2074
  cik: string;
1956
2075
  name: string | null;
@@ -2115,7 +2234,7 @@ interface operations {
2115
2234
  from: string;
2116
2235
  /** @description Optional inclusive SEC filing-date upper bound in YYYY-MM-DD format. Defaults to the current date. If the filing-date window matches more than 1000 rows, narrow the window. */
2117
2236
  until?: string;
2118
- /** @description Optional comma-separated US listed ticker filter. Tickers are resolved against current listed-company reference data before transactions are returned. */
2237
+ /** @description Optional comma-separated US listed ticker filter. */
2119
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  tickers?: string;
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2239
  };
2121
2240
  header?: never;
@@ -3314,19 +3433,19 @@ interface operations {
3314
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  content: {
3315
3434
  /**
3316
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  * @example {
3317
- * "accepted_at": "2024-11-01T10:00:00.000Z",
3318
- * "accession_number": "0000320193-24-000123",
3319
- * "content_url": "/v1/sec/company-reports/0000320193-24-000123/content.html",
3320
- * "fiscal_period": "FY",
3321
- * "fiscal_year": 2024,
3322
- * "form": "10-K",
3436
+ * "accepted_at": "2025-08-01T10:00:42.000Z",
3437
+ * "accession_number": "0000320193-25-000073",
3438
+ * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
3439
+ * "fiscal_period": "Q3",
3440
+ * "fiscal_year": 2025,
3441
+ * "form": "10-Q",
3323
3442
  * "issuer": {
3324
3443
  * "cik": "0000320193",
3325
3444
  * "name": "Apple Inc.",
3326
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  * "ticker": "AAPL"
3327
3446
  * },
3328
- * "period_end_date": "2024-09-28",
3329
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm"
3447
+ * "period_end_date": "2025-06-28",
3448
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
3330
3449
  * }
3331
3450
  */
3332
3451
  "application/json": components["schemas"]["CompanyReportResponse"];
@@ -3405,7 +3524,7 @@ interface operations {
3405
3524
  };
3406
3525
  requestBody?: never;
3407
3526
  responses: {
3408
- /** @description Cleaned company report HTML */
3527
+ /** @description Company report HTML */
3409
3528
  200: {
3410
3529
  headers: {
3411
3530
  "Cache-Control"?: string;
@@ -3418,7 +3537,7 @@ interface operations {
3418
3537
  [name: string]: unknown;
3419
3538
  };
3420
3539
  content: {
3421
- /** @example <!doctype html><html><body><h1>Annual report</h1></body></html> */
3540
+ /** @example <!doctype html><html><body><h1>Company report</h1></body></html> */
3422
3541
  "text/html": string;
3423
3542
  };
3424
3543
  };
@@ -4097,7 +4216,8 @@ interface operations {
4097
4216
  };
4098
4217
  }
4099
4218
 
4100
- type CompanyReportForm = "10-K" | "20-F" | "40-F";
4219
+ type CompanyReportForm = "10-K" | "10-Q" | "20-F" | "40-F";
4220
+ type CompanyReportFiscalPeriod = "Q1" | "Q2" | "Q3";
4101
4221
  type InsiderActivityForm = "3" | "3/A" | "4" | "4/A" | "5" | "5/A" | "144" | "144/A";
4102
4222
  type InsiderTransactionCode = "A" | "C" | "D" | "E" | "F" | "G" | "H" | "I" | "J" | "K" | "L" | "M" | "O" | "P" | "S" | "U" | "V" | "W" | "X" | "Z";
4103
4223
  type InstitutionalFilingForm = "13F-HR" | "13F-HR/A" | "13F-NT" | "13F-NT/A";
@@ -4229,6 +4349,11 @@ declare class CompanyReports {
4229
4349
  ticker: string;
4230
4350
  fiscalYear: number;
4231
4351
  }): PromiseWithResponse<JsonResponse<"getCompanyReport">>;
4352
+ getByFiscalPeriod({ ticker, fiscalYear, fiscalPeriod, }: {
4353
+ ticker: string;
4354
+ fiscalYear: number;
4355
+ fiscalPeriod: CompanyReportFiscalPeriod;
4356
+ }): PromiseWithResponse<JsonResponse<"getCompanyReportForFiscalPeriod">>;
4232
4357
  getHtml({ accessionNumber, }: {
4233
4358
  accessionNumber: string;
4234
4359
  }): PromiseWithResponse<TextResponse<"getSecCompanyReportContent">>;
@@ -4236,16 +4361,16 @@ declare class CompanyReports {
4236
4361
  declare class InsiderTransactions {
4237
4362
  private readonly transport;
4238
4363
  constructor(transport: HttpTransport);
4239
- list({ filingDateFrom, filingDateUntil, tickers, transactionCodes, }: {
4240
- filingDateFrom: string;
4241
- filingDateUntil?: string;
4364
+ list({ from, until, tickers, transactionCodes, }: {
4365
+ from: string;
4366
+ until?: string;
4242
4367
  tickers?: string[];
4243
4368
  transactionCodes?: InsiderTransactionCode[];
4244
4369
  }): PromiseWithResponse<JsonResponse<"listInsiderTransactions">>;
4245
- listForCompany({ ticker, filingDateFrom, filingDateUntil, transactionCodes, }: {
4370
+ listForCompany({ ticker, from, until, transactionCodes, }: {
4246
4371
  ticker: string;
4247
- filingDateFrom: string;
4248
- filingDateUntil?: string;
4372
+ from: string;
4373
+ until?: string;
4249
4374
  transactionCodes?: InsiderTransactionCode[];
4250
4375
  }): PromiseWithResponse<JsonResponse<"listCompanyInsiderTransactions">>;
4251
4376
  }
@@ -4259,15 +4384,15 @@ declare class InsiderFilings {
4259
4384
  declare class ProposedSales {
4260
4385
  private readonly transport;
4261
4386
  constructor(transport: HttpTransport);
4262
- list({ filingDateFrom, filingDateUntil, tickers, }: {
4263
- filingDateFrom: string;
4264
- filingDateUntil?: string;
4387
+ list({ from, until, tickers, }: {
4388
+ from: string;
4389
+ until?: string;
4265
4390
  tickers?: string[];
4266
4391
  }): PromiseWithResponse<JsonResponse<"listProposedSales">>;
4267
- listForCompany({ ticker, filingDateFrom, filingDateUntil, }: {
4392
+ listForCompany({ ticker, from, until, }: {
4268
4393
  ticker: string;
4269
- filingDateFrom: string;
4270
- filingDateUntil?: string;
4394
+ from: string;
4395
+ until?: string;
4271
4396
  }): PromiseWithResponse<JsonResponse<"listCompanyProposedSales">>;
4272
4397
  getFiling({ accessionNumber, }: {
4273
4398
  accessionNumber: string;
@@ -4307,31 +4432,31 @@ declare class InstitutionalManagers {
4307
4432
  listPeriods({ form13fFileNumber, }: {
4308
4433
  form13fFileNumber: string;
4309
4434
  }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagerPeriods">>;
4310
- listHoldings({ form13fFileNumber, reportPeriod, cursor, limit, }: {
4435
+ listHoldings({ form13fFileNumber, period, cursor, limit, }: {
4311
4436
  form13fFileNumber: string;
4312
- reportPeriod: string;
4437
+ period: string;
4313
4438
  cursor?: string;
4314
4439
  limit?: number;
4315
4440
  }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagerHoldings">>;
4316
- listPositions({ form13fFileNumber, reportPeriod, cursor, limit, }: {
4441
+ listPositions({ form13fFileNumber, period, cursor, limit, }: {
4317
4442
  form13fFileNumber: string;
4318
- reportPeriod: string;
4443
+ period: string;
4319
4444
  cursor?: string;
4320
4445
  limit?: number;
4321
4446
  }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagerPositions">>;
4322
- iterate({ cik, form13fFileNumber, limit, }?: {
4447
+ iterateManagers({ cik, form13fFileNumber, limit, }?: {
4323
4448
  cik?: string;
4324
4449
  form13fFileNumber?: string;
4325
4450
  limit?: number;
4326
4451
  }): AsyncGenerator<InstitutionalManager>;
4327
- iterateHoldings({ form13fFileNumber, reportPeriod, limit, }: {
4452
+ iterateHoldings({ form13fFileNumber, period, limit, }: {
4328
4453
  form13fFileNumber: string;
4329
- reportPeriod: string;
4454
+ period: string;
4330
4455
  limit?: number;
4331
4456
  }): AsyncGenerator<InstitutionalHolding>;
4332
- iteratePositions({ form13fFileNumber, reportPeriod, limit, }: {
4457
+ iteratePositions({ form13fFileNumber, period, limit, }: {
4333
4458
  form13fFileNumber: string;
4334
- reportPeriod: string;
4459
+ period: string;
4335
4460
  limit?: number;
4336
4461
  }): AsyncGenerator<InstitutionalPosition>;
4337
4462
  }
@@ -4364,4 +4489,4 @@ declare class APIError extends Error {
4364
4489
  constructor(message: string, options?: APIErrorOptions);
4365
4490
  }
4366
4491
 
4367
- export { APIError, Chadwin, type ClientOptions, type CompanyReportFeedFilters, type CompanyReportForm, type InsiderActivityFeedFilters, type InsiderActivityForm, type InsiderTransactionCode, type InsiderTransactionFeedFilters, type InstitutionalFilingFeedFilters, type InstitutionalFilingForm, type InstitutionalHolding, type InstitutionalManager, type InstitutionalPosition, type PromiseWithResponse };
4492
+ export { APIError, Chadwin, type ClientOptions, type CompanyReportFeedFilters, type CompanyReportFiscalPeriod, type CompanyReportForm, type InsiderActivityFeedFilters, type InsiderActivityForm, type InsiderTransactionCode, type InsiderTransactionFeedFilters, type InstitutionalFilingFeedFilters, type InstitutionalFilingForm, type InstitutionalHolding, type InstitutionalManager, type InstitutionalPosition, type PromiseWithResponse };