@chadwin/sdk 0.4.0 → 0.6.0

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
@@ -103,22 +103,25 @@ interface components {
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  };
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  CompanyInsiderTransactionsBadRequestResponse: {
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  /**
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- * @description Machine-readable error code. date_window_too_large means the requested filing-date window matched more than 1000 rows and should be narrowed.
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- * @example date_window_too_large
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+ * @example invalid_cursor
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  * @enum {string}
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  */
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- error: "invalid_transaction_codes" | "invalid_limit" | "invalid_since" | "invalid_date_window" | "date_window_too_large";
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+ error: "invalid_cursor" | "invalid_transaction_codes" | "invalid_limit" | "invalid_since" | "invalid_date_window" | "unsupported_cursor";
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  };
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  CompanyInsiderTransactionsResponse: {
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+ has_more: boolean;
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  issuer: components["schemas"]["InsiderIssuer"];
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+ next_cursor: string | null;
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  transactions: components["schemas"]["CompanyInsiderTransactionListItem"][];
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  };
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  CompanyProposedSalesResponse: {
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+ has_more: boolean;
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  issuer: {
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  cik: string;
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  name: string;
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  ticker: string;
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  };
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+ next_cursor: string | null;
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  proposed_sales: {
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  accepted_at: string;
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  accession_number: string;
@@ -644,13 +647,14 @@ interface components {
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  };
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  InsiderTransactionsBadRequestResponse: {
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  /**
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- * @description Machine-readable error code. date_window_too_large means the requested filing-date window matched more than 1000 rows and should be narrowed.
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  * @example invalid_tickers
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  * @enum {string}
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  */
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- error: "invalid_transaction_codes" | "invalid_tickers" | "invalid_limit" | "invalid_since" | "invalid_date_window" | "date_window_too_large";
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+ error: "invalid_cursor" | "invalid_transaction_codes" | "invalid_tickers" | "invalid_limit" | "invalid_since" | "invalid_date_window" | "unsupported_cursor";
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  };
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  InsiderTransactionsResponse: {
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+ has_more: boolean;
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+ next_cursor: string | null;
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  transactions: components["schemas"]["InsiderTransactionListItem"][];
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  };
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  InsiderUnderlyingSecurity: {
@@ -710,6 +714,19 @@ interface components {
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  report_type: string | null;
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  signature: components["schemas"]["InstitutionalFilingSignature"];
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  };
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+ InstitutionalFilingFeedResponse: {
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+ /**
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+ * @description Whether another filing-event page is already available.
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+ * @example false
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+ */
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+ has_more: boolean;
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+ /**
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+ * @description Cursor to send after the current page has been processed successfully.
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+ * @example cur_eyJ2IjoxLCJhZnRlciI6MTIzfQ
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+ */
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+ next_cursor: string;
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+ updates: components["schemas"]["InstitutionalHoldingFeedUpdate"][];
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+ };
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  InstitutionalFilingHolding: {
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  /**
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  * @description Filed SEC investment-discretion code: SOLE for sole discretion, DFND for shared-defined discretion, OTR for shared-other discretion, or null when absent.
@@ -816,19 +833,6 @@ interface components {
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  */
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  error: "invalid_cursor" | "invalid_forms" | "invalid_limit" | "invalid_start" | "unsupported_cursor";
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  };
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- InstitutionalHoldingFeedResponse: {
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- /**
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- * @description Whether another filing-event page is already available.
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- * @example false
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- */
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- has_more: boolean;
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- /**
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- * @description Cursor to send after the current page has been processed successfully.
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- * @example cur_eyJ2IjoxLCJhZnRlciI6MTIzfQ
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- */
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- next_cursor: string;
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- updates: components["schemas"]["InstitutionalHoldingFeedUpdate"][];
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- };
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  InstitutionalHoldingFeedUpdate: {
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  /**
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  * @description SEC acceptance timestamp, or null when source metadata is unavailable.
@@ -972,7 +976,7 @@ interface components {
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  total_count: number;
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  /** @example 267891234567 */
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  total_value_usd: string | null;
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- /** @example /v1/institutional-holdings/managers/028-04545/holdings?period=2026-03-31 */
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+ /** @example /v1/institutional-managers/028-04545/holdings?period=2026-03-31 */
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  url: string;
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  };
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  /** @example 2026-03-31 */
@@ -1002,7 +1006,7 @@ interface components {
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  total_count: number;
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  /** @example 267891234567 */
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  total_value_usd: string | null;
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- /** @example /v1/institutional-holdings/managers/028-04545/holdings?period=2026-03-31 */
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+ /** @example /v1/institutional-managers/028-04545/holdings?period=2026-03-31 */
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  url: string;
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  };
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  /** @example 2026-03-31 */
@@ -1184,6 +1188,8 @@ interface components {
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  source_row_index: number;
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  };
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  ProposedSalesResponse: {
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+ has_more: boolean;
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+ next_cursor: string | null;
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  proposed_sales: {
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  accepted_at: string;
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  accession_number: string;
@@ -1430,11 +1436,15 @@ interface operations {
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  listCompanyInsiderTransactions: {
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  parameters: {
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  query: {
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+ /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
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+ cursor?: string;
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+ /** @description Rows per page from 1 through 1000. Defaults to 1000. */
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+ limit?: string;
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  /** @description Optional comma-separated SEC insider transaction codes to include. Supported codes: A, C, D, E, F, G, H, I, J, K, L, M, O, P, S, U, V, W, X, Z. Omitted or empty means all supported codes. */
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  transaction_codes?: string;
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- /** @description Required inclusive SEC filing-date lower bound in YYYY-MM-DD format. If the filing-date window matches more than 1000 rows, narrow the window. */
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+ /** @description Required inclusive SEC filing-date lower bound in YYYY-MM-DD format. */
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  from: string;
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- /** @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. */
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+ /** @description Optional inclusive SEC filing-date upper bound in YYYY-MM-DD format. Defaults to the current date. */
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  until?: string;
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  };
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  header?: never;
@@ -1458,11 +1468,13 @@ interface operations {
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  content: {
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  /**
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  * @example {
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+ * "has_more": false,
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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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+ * "next_cursor": null,
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  * "transactions": [
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  * {
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  * "accepted_at": "2026-05-29T22:30:27.000Z",
@@ -1581,7 +1593,7 @@ interface operations {
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  "application/json": components["schemas"]["CompanyInsiderTransactionsResponse"];
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  };
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  };
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- /** @description The query parameters are invalid, or the requested filing-date window matches more than 1000 rows. */
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+ /** @description The query parameters or pagination cursor are invalid. */
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  400: {
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  headers: {
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  [name: string]: unknown;
@@ -1646,6 +1658,10 @@ interface operations {
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  listCompanyProposedSales: {
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  parameters: {
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  query: {
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+ /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
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+ cursor?: string;
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+ /** @description Rows per page from 1 through 1000. Defaults to 1000. */
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+ limit?: string;
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  from: string;
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  until?: string;
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  };
@@ -1670,11 +1686,13 @@ interface operations {
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  content: {
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  /**
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  * @example {
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+ * "has_more": false,
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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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+ * "next_cursor": null,
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  * "proposed_sales": [
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  * {
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  * "accepted_at": "2026-07-29T18:04:05.000Z",
@@ -1699,13 +1717,16 @@ interface operations {
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  "application/json": components["schemas"]["CompanyProposedSalesResponse"];
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  };
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  };
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- /** @description The query is invalid or matches more than 1000 rows */
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+ /** @description The query parameters or pagination cursor are 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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+ "application/json": {
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+ /** @enum {string} */
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+ error: "invalid_cursor" | "invalid_date_window" | "invalid_limit" | "invalid_tickers" | "unsupported_cursor";
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+ };
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  };
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  };
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  /** @description The request is missing a valid Chadwin API key. */
@@ -2228,11 +2249,15 @@ interface operations {
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  listInsiderTransactions: {
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  parameters: {
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  query: {
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+ /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
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+ cursor?: string;
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+ /** @description Rows per page from 1 through 1000. Defaults to 1000. */
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+ limit?: string;
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  /** @description Optional comma-separated SEC insider transaction codes to include. Supported codes: A, C, D, E, F, G, H, I, J, K, L, M, O, P, S, U, V, W, X, Z. Omitted or empty means all supported codes. */
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  transaction_codes?: string;
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- /** @description Required inclusive SEC filing-date lower bound in YYYY-MM-DD format. If the filing-date window matches more than 1000 rows, narrow the window. */
2258
+ /** @description Required inclusive SEC filing-date lower bound in YYYY-MM-DD format. */
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  from: string;
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- /** @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. */
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+ /** @description Optional inclusive SEC filing-date upper bound in YYYY-MM-DD format. Defaults to the current date. */
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  until?: string;
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  /** @description Optional comma-separated US listed ticker filter. */
2238
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  tickers?: string;
@@ -2255,6 +2280,8 @@ interface operations {
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  content: {
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  /**
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  * @example {
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+ * "has_more": false,
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+ * "next_cursor": null,
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  * "transactions": [
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  * {
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  * "accepted_at": "2026-05-29T22:30:27.000Z",
@@ -2383,7 +2410,7 @@ interface operations {
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  "application/json": components["schemas"]["InsiderTransactionsResponse"];
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  };
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  };
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- /** @description The query parameters are invalid, or the requested filing-date window matches more than 1000 rows. */
2413
+ /** @description The query parameters or pagination cursor are invalid. */
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  400: {
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  headers: {
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  [name: string]: unknown;
@@ -2520,7 +2547,7 @@ interface operations {
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  };
2521
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  };
2522
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  };
2523
- listInstitutionalHoldingFeed: {
2550
+ listInstitutionalFilingFeed: {
2524
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  parameters: {
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  query?: {
2526
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  /** @description Use `next_cursor` from the previous response to continue where you left off. Keep the same `forms` filter. Do not use `cursor` and `start` together. Omit both to get the most recent filing updates. */
@@ -2548,7 +2575,7 @@ interface operations {
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  [name: string]: unknown;
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  };
2550
2577
  content: {
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- "application/json": components["schemas"]["InstitutionalHoldingFeedResponse"];
2578
+ "application/json": components["schemas"]["InstitutionalFilingFeedResponse"];
2552
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  };
2553
2580
  };
2554
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  /** @description The feed query parameters are invalid. */
@@ -2604,7 +2631,7 @@ interface operations {
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  };
2605
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  };
2606
2633
  };
2607
- listInstitutionalHoldingManagers: {
2634
+ listInstitutionalManagers: {
2608
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  parameters: {
2609
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  query?: {
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  /** @description Optional pagination cursor returned as next_cursor from a prior response. */
@@ -2705,7 +2732,7 @@ interface operations {
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  };
2706
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  };
2707
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  };
2708
- searchInstitutionalHoldingManagers: {
2735
+ searchInstitutionalManagers: {
2709
2736
  parameters: {
2710
2737
  query: {
2711
2738
  /** @description Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK. */
@@ -2798,7 +2825,7 @@ interface operations {
2798
2825
  };
2799
2826
  };
2800
2827
  };
2801
- getInstitutionalHoldingManager: {
2828
+ getInstitutionalManager: {
2802
2829
  parameters: {
2803
2830
  query?: never;
2804
2831
  header?: never;
@@ -2827,7 +2854,7 @@ interface operations {
2827
2854
  * "holdings": {
2828
2855
  * "total_count": 124,
2829
2856
  * "total_value_usd": "267891234567",
2830
- * "url": "/v1/institutional-holdings/managers/028-04545/holdings?period=2026-03-31"
2857
+ * "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
2831
2858
  * },
2832
2859
  * "period_of_report": "2026-03-31"
2833
2860
  * },
@@ -2903,7 +2930,7 @@ interface operations {
2903
2930
  };
2904
2931
  };
2905
2932
  };
2906
- listInstitutionalHoldingManagerHoldings: {
2933
+ listInstitutionalManagerHoldings: {
2907
2934
  parameters: {
2908
2935
  query: {
2909
2936
  /** @description Optional pagination cursor returned as next_cursor from a prior response. */
@@ -3051,7 +3078,7 @@ interface operations {
3051
3078
  };
3052
3079
  };
3053
3080
  };
3054
- listInstitutionalHoldingManagerPeriods: {
3081
+ listInstitutionalManagerPeriods: {
3055
3082
  parameters: {
3056
3083
  query?: never;
3057
3084
  header?: never;
@@ -3086,7 +3113,7 @@ interface operations {
3086
3113
  * "holdings": {
3087
3114
  * "total_count": 124,
3088
3115
  * "total_value_usd": "267891234567",
3089
- * "url": "/v1/institutional-holdings/managers/028-04545/holdings?period=2026-03-31"
3116
+ * "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
3090
3117
  * },
3091
3118
  * "period_of_report": "2026-03-31"
3092
3119
  * }
@@ -3158,7 +3185,7 @@ interface operations {
3158
3185
  };
3159
3186
  };
3160
3187
  };
3161
- listInstitutionalHoldingManagerPositions: {
3188
+ listInstitutionalManagerPositions: {
3162
3189
  parameters: {
3163
3190
  query: {
3164
3191
  /** @description Optional pagination cursor returned as next_cursor from a prior response. */
@@ -3305,6 +3332,10 @@ interface operations {
3305
3332
  listProposedSales: {
3306
3333
  parameters: {
3307
3334
  query: {
3335
+ /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
3336
+ cursor?: string;
3337
+ /** @description Rows per page from 1 through 1000. Defaults to 1000. */
3338
+ limit?: string;
3308
3339
  from: string;
3309
3340
  until?: string;
3310
3341
  tickers?: string;
@@ -3327,6 +3358,8 @@ interface operations {
3327
3358
  content: {
3328
3359
  /**
3329
3360
  * @example {
3361
+ * "has_more": false,
3362
+ * "next_cursor": null,
3330
3363
  * "proposed_sales": [
3331
3364
  * {
3332
3365
  * "accepted_at": "2026-07-29T18:04:05.000Z",
@@ -3356,13 +3389,16 @@ interface operations {
3356
3389
  "application/json": components["schemas"]["ProposedSalesResponse"];
3357
3390
  };
3358
3391
  };
3359
- /** @description The query is invalid or matches more than 1000 rows */
3392
+ /** @description The query parameters or pagination cursor are invalid */
3360
3393
  400: {
3361
3394
  headers: {
3362
3395
  [name: string]: unknown;
3363
3396
  };
3364
3397
  content: {
3365
- "application/json": components["schemas"]["ErrorResponse"];
3398
+ "application/json": {
3399
+ /** @enum {string} */
3400
+ error: "invalid_cursor" | "invalid_date_window" | "invalid_limit" | "invalid_tickers" | "unsupported_cursor";
3401
+ };
3366
3402
  };
3367
3403
  };
3368
3404
  /** @description The request is missing a valid Chadwin API key. */
@@ -4322,11 +4358,11 @@ declare class InstitutionalFilingFeed {
4322
4358
  #private;
4323
4359
  private readonly transport;
4324
4360
  constructor(transport: HttpTransport);
4325
- listLatest(filters?: InstitutionalFilingFeedFilters): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingFeed">>;
4361
+ listLatest(filters?: InstitutionalFilingFeedFilters): PromiseWithResponse<JsonResponse<"listInstitutionalFilingFeed">>;
4326
4362
  listAfter({ cursor, ...filters }: InstitutionalFilingFeedFilters & {
4327
4363
  cursor: string;
4328
- }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingFeed">>;
4329
- startFromNow(filters?: InstitutionalFilingFeedFilters): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingFeed">>;
4364
+ }): PromiseWithResponse<JsonResponse<"listInstitutionalFilingFeed">>;
4365
+ startFromNow(filters?: InstitutionalFilingFeedFilters): PromiseWithResponse<JsonResponse<"listInstitutionalFilingFeed">>;
4330
4366
  }
4331
4367
 
4332
4368
  declare class Companies {
@@ -4361,18 +4397,36 @@ declare class CompanyReports {
4361
4397
  declare class InsiderTransactions {
4362
4398
  private readonly transport;
4363
4399
  constructor(transport: HttpTransport);
4364
- list({ from, until, tickers, transactionCodes, }: {
4400
+ list({ cursor, from, limit, until, tickers, transactionCodes, }: {
4401
+ cursor?: string;
4365
4402
  from: string;
4403
+ limit?: number;
4366
4404
  until?: string;
4367
4405
  tickers?: string[];
4368
4406
  transactionCodes?: InsiderTransactionCode[];
4369
4407
  }): PromiseWithResponse<JsonResponse<"listInsiderTransactions">>;
4370
- listForCompany({ ticker, from, until, transactionCodes, }: {
4408
+ listForCompany({ cursor, ticker, from, limit, until, transactionCodes, }: {
4409
+ cursor?: string;
4371
4410
  ticker: string;
4372
4411
  from: string;
4412
+ limit?: number;
4373
4413
  until?: string;
4374
4414
  transactionCodes?: InsiderTransactionCode[];
4375
4415
  }): PromiseWithResponse<JsonResponse<"listCompanyInsiderTransactions">>;
4416
+ iterate({ from, until, tickers, transactionCodes, limit, }: {
4417
+ from: string;
4418
+ until?: string;
4419
+ tickers?: string[];
4420
+ transactionCodes?: InsiderTransactionCode[];
4421
+ limit?: number;
4422
+ }): AsyncGenerator<JsonResponse<"listInsiderTransactions">["transactions"][number]>;
4423
+ iterateForCompany({ ticker, from, until, transactionCodes, limit, }: {
4424
+ ticker: string;
4425
+ from: string;
4426
+ until?: string;
4427
+ transactionCodes?: InsiderTransactionCode[];
4428
+ limit?: number;
4429
+ }): AsyncGenerator<JsonResponse<"listCompanyInsiderTransactions">["transactions"][number]>;
4376
4430
  }
4377
4431
  declare class InsiderFilings {
4378
4432
  private readonly transport;
@@ -4384,16 +4438,32 @@ declare class InsiderFilings {
4384
4438
  declare class ProposedSales {
4385
4439
  private readonly transport;
4386
4440
  constructor(transport: HttpTransport);
4387
- list({ from, until, tickers, }: {
4441
+ list({ cursor, from, limit, until, tickers, }: {
4442
+ cursor?: string;
4388
4443
  from: string;
4444
+ limit?: number;
4389
4445
  until?: string;
4390
4446
  tickers?: string[];
4391
4447
  }): PromiseWithResponse<JsonResponse<"listProposedSales">>;
4392
- listForCompany({ ticker, from, until, }: {
4448
+ listForCompany({ cursor, ticker, from, limit, until, }: {
4449
+ cursor?: string;
4393
4450
  ticker: string;
4394
4451
  from: string;
4452
+ limit?: number;
4395
4453
  until?: string;
4396
4454
  }): PromiseWithResponse<JsonResponse<"listCompanyProposedSales">>;
4455
+ iterate({ from, until, tickers, limit, }: {
4456
+ from: string;
4457
+ until?: string;
4458
+ tickers?: string[];
4459
+ limit?: number;
4460
+ }): AsyncGenerator<JsonResponse<"listProposedSales">["proposed_sales"][number]>;
4461
+ iterateForCompany({ ticker, from, until, limit, }: {
4462
+ ticker: string;
4463
+ from: string;
4464
+ until?: string;
4465
+ limit?: number;
4466
+ }): AsyncGenerator<JsonResponse<"listCompanyProposedSales">["proposed_sales"][number]>;
4397
4467
  getFiling({ accessionNumber, }: {
4398
4468
  accessionNumber: string;
4399
4469
  }): PromiseWithResponse<JsonResponse<"getSecProposedSaleFiling">>;
@@ -4419,31 +4489,31 @@ declare class InstitutionalManagers {
4419
4489
  constructor(transport: HttpTransport);
4420
4490
  search({ query, }: {
4421
4491
  query: string;
4422
- }): PromiseWithResponse<JsonResponse<"searchInstitutionalHoldingManagers">>;
4492
+ }): PromiseWithResponse<JsonResponse<"searchInstitutionalManagers">>;
4423
4493
  list({ cik, form13fFileNumber, cursor, limit, }?: {
4424
4494
  cik?: string;
4425
4495
  form13fFileNumber?: string;
4426
4496
  cursor?: string;
4427
4497
  limit?: number;
4428
- }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagers">>;
4498
+ }): PromiseWithResponse<JsonResponse<"listInstitutionalManagers">>;
4429
4499
  get({ form13fFileNumber, }: {
4430
4500
  form13fFileNumber: string;
4431
- }): PromiseWithResponse<JsonResponse<"getInstitutionalHoldingManager">>;
4501
+ }): PromiseWithResponse<JsonResponse<"getInstitutionalManager">>;
4432
4502
  listPeriods({ form13fFileNumber, }: {
4433
4503
  form13fFileNumber: string;
4434
- }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagerPeriods">>;
4504
+ }): PromiseWithResponse<JsonResponse<"listInstitutionalManagerPeriods">>;
4435
4505
  listHoldings({ form13fFileNumber, period, cursor, limit, }: {
4436
4506
  form13fFileNumber: string;
4437
4507
  period: string;
4438
4508
  cursor?: string;
4439
4509
  limit?: number;
4440
- }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagerHoldings">>;
4510
+ }): PromiseWithResponse<JsonResponse<"listInstitutionalManagerHoldings">>;
4441
4511
  listPositions({ form13fFileNumber, period, cursor, limit, }: {
4442
4512
  form13fFileNumber: string;
4443
4513
  period: string;
4444
4514
  cursor?: string;
4445
4515
  limit?: number;
4446
- }): PromiseWithResponse<JsonResponse<"listInstitutionalHoldingManagerPositions">>;
4516
+ }): PromiseWithResponse<JsonResponse<"listInstitutionalManagerPositions">>;
4447
4517
  iterateManagers({ cik, form13fFileNumber, limit, }?: {
4448
4518
  cik?: string;
4449
4519
  form13fFileNumber?: string;