@chadwin/sdk 0.9.0 → 0.11.0

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
@@ -25,137 +25,6 @@ interface components {
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  issuer: components["schemas"]["FinancialStatementIssuer"];
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  periods: components["schemas"]["CompanyFinancialStatementPeriod"][];
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  };
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- CompanyInsiderTransactionListItem: {
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- /**
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- * Format: date-time
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- * @description SEC acceptance timestamp for the containing filing.
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- * @example 2026-05-29T22:30:27.000Z
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- */
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- accepted_at: string;
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- /** @example 0001140361-26-023363 */
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- accession_number: string;
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- /**
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- * @description A when securities were acquired, D when disposed, or null when not stated.
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- * @example D
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- */
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- acquired_disposed_code: string | null;
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- /** @example null */
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- conversion_or_exercise_price: string | null;
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- /**
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- * @description Deemed execution date reported for the transaction, or null when not applicable or absent.
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- * @example null
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- */
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- deemed_execution_date: string | null;
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- /** @example false */
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- equity_swap_involved: boolean | null;
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- /** @example null */
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- exercise_date: string | null;
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- /** @example null */
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- expiration_date: string | null;
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- field_footnote_ids: components["schemas"]["InsiderFieldFootnoteIds"];
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- /**
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- * @description All document-level footnote IDs referenced by fields on this row.
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- * @example [
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- * "F1"
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- * ]
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- */
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- footnote_ids: string[];
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- footnotes: components["schemas"]["InsiderTransactionFootnote"][];
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- /** @example null */
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- nature_of_ownership: string | null;
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- /**
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- * @description Normalized ownership value: direct for direct beneficial ownership, indirect for ownership through another person or entity, or null when not stated.
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- * @example direct
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- */
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- ownership_type: string | null;
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- /** @example 311.02 */
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- price: string | null;
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- /** @description Reporting owners listed on the SEC filing that contains this transaction. These owners are filing-level context and are not guaranteed to identify the owner of this exact transaction row. */
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- reporting_owners: components["schemas"]["InsiderTransactionReportingOwner"][];
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- /**
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- * @description SEC ownership table containing the transaction row.
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- * @example nonderivative_transaction
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- * @enum {string}
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- */
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- row_kind: "nonderivative_transaction" | "derivative_transaction";
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- /** @example https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm */
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- sec_url: string;
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- /** @example Common Stock */
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- security: string | null;
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- /** @example 50000 */
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- shares: string | null;
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- /** @example 3764576 */
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- shares_owned_after: string | null;
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- /**
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- * @description One-based row position within the filing's derivative or non-derivative transaction table.
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- * @example 1
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- */
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- source_row_index: number;
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- /**
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- * @description SEC transaction code: P purchase; S sale; A grant or award; D disposition to issuer; F tax or exercise-price payment with securities; I discretionary Rule 16b-3 transaction; M exempt derivative exercise or conversion; C derivative conversion; E short-position expiration; H long-position expiration or cancellation with value; O out-of-the-money exercise; X in- or at-the-money exercise; G gift; L small acquisition; W inheritance; Z voting-trust transfer; J other event explained in the filing; K equity swap; U tender in a change of control; V voluntary early report.
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- * @example S
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- * @enum {string}
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- */
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- transaction_code: "A" | "C" | "D" | "E" | "F" | "G" | "H" | "I" | "J" | "K" | "L" | "M" | "O" | "P" | "S" | "U" | "V" | "W" | "X" | "Z";
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- /**
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- * @description Transaction date reported in the filing, or null when absent.
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- * @example 2026-05-27
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- */
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- transaction_date: string | null;
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- /**
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- * @description Row-level SEC form timing code, or null when not stated. This can differ from the containing document form.
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- * @example 4
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- */
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- transaction_form_type: string | null;
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- /**
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- * @description E for early, L for late, or null when the filing does not state transaction timeliness.
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- * @example null
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- */
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- transaction_timeliness: string | null;
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- /**
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- * @description SEC transactionTotalValue when present. This value is not computed by the API.
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- * @example null
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- */
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- transaction_total_value: string | null;
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- underlying_security: components["schemas"]["InsiderUnderlyingSecurity"];
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- };
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- CompanyInsiderTransactionsBadRequestResponse: {
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- /**
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- * @example invalid_cursor
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- * @enum {string}
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- */
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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;
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- amount: string;
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- approximate_sale_date: string;
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- market_value: string;
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- reporting_person: {
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- cik: string;
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- name: string;
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- relationships: string[];
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- };
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- sec_url: string;
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- security: string;
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- source_row_index: number;
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- }[];
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- };
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  CompanyReference: {
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  /**
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  * @description Zero-padded SEC Central Index Key.
@@ -294,6 +163,68 @@ interface components {
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  office: string;
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  } | null;
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  };
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+ CurrentReport: {
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+ /** Format: date-time */
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+ accepted_at: string | null;
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+ accession_number: string;
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+ content_url: string;
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+ /** Format: date */
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+ event_date: string | null;
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+ /** Format: date */
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+ filed_at: string | null;
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+ fiscal_period: null;
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+ fiscal_year: null;
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+ /** @enum {string} */
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+ form: "8-K" | "8-K/A" | "6-K" | "6-K/A";
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+ issuer: {
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+ cik: string;
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+ name: string | null;
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+ ticker: string | null;
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+ };
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+ item_codes: string[];
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+ /** Format: date */
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+ report_date: string | null;
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+ /** Format: uri */
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+ sec_url: string;
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+ };
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+ CurrentReportFeedPage: {
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+ has_more: boolean;
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+ next_cursor: string;
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+ updates: components["schemas"]["CurrentReportFeedUpdate"][];
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+ };
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+ CurrentReportFeedUpdate: {
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+ /** Format: date-time */
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+ accepted_at: string | null;
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+ accession_number: string;
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+ content_url: string;
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+ /** Format: date */
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+ event_date: string | null;
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+ feed_event_id: string;
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+ /** Format: date */
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+ filed_at: string | null;
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+ fiscal_period: null;
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+ fiscal_year: null;
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+ /** @enum {string} */
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+ form: "8-K" | "8-K/A" | "6-K" | "6-K/A";
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+ issuer: {
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+ cik: string;
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+ name: string | null;
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+ ticker: string | null;
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+ };
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+ item_codes: string[];
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+ metadata_url: string;
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+ /** Format: date-time */
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+ published_at: string;
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+ /** Format: date */
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+ report_date: string | null;
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+ /** Format: uri */
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+ sec_url: string;
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+ };
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+ CurrentReportPage: {
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+ filings: components["schemas"]["CurrentReport"][];
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+ has_more: boolean;
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+ next_cursor: string | null;
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+ };
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  DatasetNotEntitledErrorResponse: {
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  /** @enum {string} */
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  error: "dataset_not_entitled";
@@ -822,7 +753,7 @@ interface components {
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  * @example invalid_tickers
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  * @enum {string}
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  */
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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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+ error: "invalid_cursor" | "invalid_transaction_codes" | "invalid_query_parameters" | "invalid_limit" | "invalid_date_window";
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  };
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  InsiderTransactionsResponse: {
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  has_more: boolean;
@@ -1262,7 +1193,7 @@ interface components {
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  form: "144" | "144/A";
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  issuer: {
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  cik: string;
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- name: string;
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+ name: string | null;
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  ticker: string | null;
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  };
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  nothing_to_report: boolean;
@@ -1369,7 +1300,7 @@ interface components {
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  approximate_sale_date: string;
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  issuer: {
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  cik: string;
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- name: string;
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+ name: string | null;
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  ticker: string | null;
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  };
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  market_value: string;
@@ -1523,30 +1454,25 @@ interface operations {
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  };
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  };
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  };
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- listCompanyInsiderTransactions: {
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+ getCompanyFinancialStatements: {
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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. */
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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. */
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- until?: string;
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+ query?: {
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+ /** @description Ticker from the accepted SEC snapshot. Supply exactly one ticker or CIK; letters normalize to uppercase. */
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+ ticker?: string;
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+ /** @description Positive SEC CIK, one to ten decimal digits. Supply exactly one ticker or CIK; CIKs normalize to ten digits. */
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+ cik?: string;
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+ /** @description One fiscal year from 1900 through 9999. */
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+ fiscal_year?: number;
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+ /** @description Newest available fiscal years to return, from 1 through 20. */
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+ years?: number;
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  };
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  header?: never;
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- path: {
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- /** @description US listed company ticker */
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- ticker: string;
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- };
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+ path?: never;
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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 Company insider transactions filed during the requested coverage window. */
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+ /** @description Published and reviewed normalized annual financial statements. */
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  200: {
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  headers: {
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  "Cache-Control"?: string;
@@ -1558,138 +1484,96 @@ 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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+ * "periods": [
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  * {
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- * "accepted_at": "2026-05-29T22:30:27.000Z",
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- * "accession_number": "0001140361-26-023363",
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- * "acquired_disposed_code": "D",
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- * "conversion_or_exercise_price": null,
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- * "deemed_execution_date": null,
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- * "equity_swap_involved": false,
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- * "exercise_date": null,
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- * "expiration_date": null,
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- * "field_footnote_ids": {
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- * "price": [
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- * "F1"
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- * ]
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+ * "accession_number": "0000320193-25-000079",
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+ * "balance_sheet": {
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+ * "accounts_payable_current": "69860000000",
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+ * "accounts_receivable_current": "39777000000",
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+ * "cash_and_cash_equivalents": "35934000000",
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+ * "current_portion_of_long_term_debt": "12350000000",
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+ * "equity_attributable_to_parent": "73733000000",
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+ * "inventory": "5718000000",
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+ * "long_term_debt_noncurrent": "78328000000",
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+ * "property_plant_and_equipment_net": "49834000000",
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+ * "short_term_borrowings": "7979000000",
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+ * "short_term_investments": "18763000000",
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+ * "total_assets": "359241000000",
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+ * "total_current_assets": "147957000000",
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+ * "total_current_liabilities": "165631000000",
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+ * "total_liabilities": "285508000000",
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+ * "total_liabilities_and_equity": "359241000000"
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  * },
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- * "footnote_ids": [
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- * "F1"
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- * ],
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- * "footnotes": [
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- * {
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- * "id": "F1",
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- * "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."
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- * }
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- * ],
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- * "nature_of_ownership": null,
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- * "ownership_type": "direct",
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- * "price": "311.02",
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- * "reporting_owners": [
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- * {
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- * "address": {
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- * "city": "CUPERTINO",
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- * "country": null,
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- * "state": "CA",
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- * "street1": "ONE APPLE PARK WAY",
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- * "street2": null,
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- * "zip_code": "95014"
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- * },
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- * "cik": "0001214128",
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- * "name": "LEVINSON ARTHUR D",
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- * "relationship": {
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- * "is_director": true,
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- * "is_officer": null,
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- * "is_other": null,
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- * "is_ten_percent_owner": null,
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- * "officer_title": null,
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- * "other_text": null
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- * }
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- * }
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- * ],
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- * "row_kind": "nonderivative_transaction",
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- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm",
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- * "security": "Common Stock",
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- * "shares": "50000",
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- * "shares_owned_after": "3764576",
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- * "source_row_index": 1,
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- * "transaction_code": "S",
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- * "transaction_date": "2026-05-27",
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- * "transaction_form_type": "4",
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- * "transaction_timeliness": null,
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- * "transaction_total_value": null,
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- * "underlying_security": null
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- * },
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- * {
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- * "accepted_at": "2026-05-29T22:30:27.000Z",
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- * "accession_number": "0001140361-26-023363",
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- * "acquired_disposed_code": "D",
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- * "conversion_or_exercise_price": null,
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- * "deemed_execution_date": null,
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- * "equity_swap_involved": false,
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- * "exercise_date": null,
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- * "expiration_date": null,
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- * "field_footnote_ids": {},
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- * "footnote_ids": [],
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- * "footnotes": [],
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- * "nature_of_ownership": null,
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- * "ownership_type": "direct",
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- * "price": "0",
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- * "reporting_owners": [
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- * {
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- * "address": {
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- * "city": "CUPERTINO",
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- * "country": null,
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- * "state": "CA",
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- * "street1": "ONE APPLE PARK WAY",
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- * "street2": null,
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- * "zip_code": "95014"
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- * },
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- * "cik": "0001214128",
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- * "name": "LEVINSON ARTHUR D",
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- * "relationship": {
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- * "is_director": true,
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- * "is_officer": null,
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- * "is_other": null,
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- * "is_ten_percent_owner": null,
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- * "officer_title": null,
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- * "other_text": null
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- * }
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- * }
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- * ],
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- * "row_kind": "nonderivative_transaction",
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- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm",
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- * "security": "Common Stock",
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- * "shares": "65000",
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- * "shares_owned_after": "3699576",
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- * "source_row_index": 2,
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- * "transaction_code": "G",
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- * "transaction_date": "2026-05-27",
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- * "transaction_form_type": "4",
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- * "transaction_timeliness": null,
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- * "transaction_total_value": null,
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- * "underlying_security": null
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+ * "cash_flow_statement": {
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+ * "capital_expenditure": "12715000000",
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+ * "common_stock_repurchases": "90711000000",
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+ * "depreciation_and_amortization_adjustment": "11698000000",
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+ * "net_cash_from_financing_activities": "-120686000000",
1517
+ * "net_cash_from_investing_activities": "15195000000",
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+ * "net_cash_from_operating_activities": "111482000000",
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+ * "net_change_in_cash_cash_equivalents_and_restricted_cash_including_exchange_rate_effect": "5991000000",
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+ * "purchases_of_investments": "24407000000",
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+ * "share_based_compensation_adjustment": "12863000000"
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+ * },
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+ * "currency": "USD",
1524
+ * "fiscal_period": "FY",
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+ * "fiscal_year": 2025,
1526
+ * "income_statement": {
1527
+ * "basic_earnings_per_share": "7.49",
1528
+ * "basic_weighted_average_shares": "14948500000",
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+ * "cost_of_sales": "220960000000",
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+ * "diluted_earnings_per_share": "7.46",
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+ * "diluted_weighted_average_shares": "15004697000",
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+ * "gross_profit": "195201000000",
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+ * "income_before_income_taxes": "132729000000",
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+ * "income_tax_expense": "20719000000",
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+ * "net_income_attributable_to_parent": "112010000000",
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+ * "net_income_including_noncontrolling_interests": "112010000000",
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+ * "nonoperating_income_expense": "-321000000",
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+ * "operating_income": "133050000000",
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+ * "research_and_development_expense": "34550000000",
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+ * "revenue": "416161000000",
1541
+ * "selling_general_and_administrative_expense": "27601000000",
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+ * "total_operating_expenses": "62151000000"
1543
+ * },
1544
+ * "metrics": {
1545
+ * "asset_turnover": "1.15",
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+ * "cash_ratio": "0.22",
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+ * "current_ratio": "0.89",
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+ * "effective_tax_rate": "15.61",
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+ * "free_cash_flow": "98767000000",
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+ * "free_cash_flow_margin": "23.73",
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+ * "gross_margin": "46.91",
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+ * "net_margin": "26.92",
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+ * "operating_cash_flow_margin": "26.79",
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+ * "operating_cash_flow_to_net_income": "1.00",
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+ * "operating_margin": "31.97",
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+ * "pretax_margin": "31.89",
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+ * "quick_ratio": "0.57",
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+ * "return_on_assets": "30.93",
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+ * "return_on_equity": "171.42",
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+ * "working_capital": "-17674000000"
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+ * },
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+ * "period_end_date": "2025-09-27"
1679
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  * }
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  * ]
1681
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  * }
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  */
1683
- "application/json": components["schemas"]["CompanyInsiderTransactionsResponse"];
1567
+ "application/json": components["schemas"]["CompanyFinancialStatementsResponse"];
1684
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  };
1685
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  };
1686
- /** @description The query parameters or pagination cursor are invalid. */
1570
+ /** @description The identifier or query parameters are invalid. */
1687
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  400: {
1688
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  headers: {
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  [name: string]: unknown;
1690
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  };
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  content: {
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- "application/json": components["schemas"]["CompanyInsiderTransactionsBadRequestResponse"];
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+ "application/json": components["schemas"]["FinancialStatementsBadRequest"];
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  };
1694
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  };
1695
1579
  /** @description The request is missing a valid Chadwin API key. */
@@ -1698,7 +1582,7 @@ interface operations {
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  [name: string]: unknown;
1699
1583
  };
1700
1584
  content: {
1701
- "application/json": components["schemas"]["ErrorResponse"];
1585
+ "application/json": components["schemas"]["FinancialStatementsUnauthorized"];
1702
1586
  };
1703
1587
  };
1704
1588
  /** @description The subscription does not include this dataset. */
@@ -1707,19 +1591,28 @@ interface operations {
1707
1591
  [name: string]: unknown;
1708
1592
  };
1709
1593
  content: {
1710
- "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
1594
+ "application/json": components["schemas"]["FinancialStatementsNotEntitled"];
1711
1595
  };
1712
1596
  };
1713
- /** @description The requested company ticker was not found. */
1597
+ /** @description No company matches the requested ticker. */
1714
1598
  404: {
1715
1599
  headers: {
1716
1600
  [name: string]: unknown;
1717
1601
  };
1718
1602
  content: {
1719
- "application/json": components["schemas"]["ErrorResponse"];
1603
+ "application/json": components["schemas"]["FinancialStatementsCompanyNotFound"];
1720
1604
  };
1721
1605
  };
1722
- /** @description The request exceeded a rate limit. */
1606
+ /** @description The ticker matches more than one CIK in the accepted SEC snapshot. */
1607
+ 409: {
1608
+ headers: {
1609
+ [name: string]: unknown;
1610
+ };
1611
+ content: {
1612
+ "application/json": components["schemas"]["FinancialStatementsTickerAmbiguous"];
1613
+ };
1614
+ };
1615
+ /** @description The request exceeded a rate limit or monthly quota. */
1723
1616
  429: {
1724
1617
  headers: {
1725
1618
  "RateLimit-Limit"?: string;
@@ -1731,7 +1624,16 @@ interface operations {
1731
1624
  [name: string]: unknown;
1732
1625
  };
1733
1626
  content: {
1734
- "application/json": components["schemas"]["ErrorResponse"];
1627
+ "application/json": components["schemas"]["FinancialStatementsTooManyRequests"];
1628
+ };
1629
+ };
1630
+ /** @description A stored result cannot map to the public schema. */
1631
+ 500: {
1632
+ headers: {
1633
+ [name: string]: unknown;
1634
+ };
1635
+ content: {
1636
+ "application/json": components["schemas"]["FinancialStatementsInternalError"];
1735
1637
  };
1736
1638
  };
1737
1639
  /** @description The database is unavailable. */
@@ -1740,34 +1642,34 @@ interface operations {
1740
1642
  [name: string]: unknown;
1741
1643
  };
1742
1644
  content: {
1743
- "application/json": components["schemas"]["ErrorResponse"];
1645
+ "application/json": components["schemas"]["FinancialStatementsUnavailable"];
1744
1646
  };
1745
1647
  };
1746
1648
  };
1747
1649
  };
1748
- listCompanyProposedSales: {
1650
+ getCompanyReportsForPeriod: {
1749
1651
  parameters: {
1750
1652
  query: {
1751
- /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
1752
- cursor?: string;
1753
- /** @description Rows per page from 1 through 1000. Defaults to 1000. */
1754
- limit?: string;
1755
- from: string;
1756
- until?: string;
1653
+ /** @description Ticker from the accepted SEC snapshot. Supply exactly one ticker or CIK; letters normalize to uppercase. */
1654
+ ticker?: string;
1655
+ /** @description Positive SEC CIK, one to ten decimal digits. Supply exactly one ticker or CIK; CIKs normalize to ten digits. */
1656
+ cik?: string;
1657
+ /** @description Required four-digit fiscal year, from 1900 through 9999. */
1658
+ fiscal_year: string;
1659
+ /** @description Required FY for annual reports, or Q1, Q2 or Q3 for quarterly reports. FY is not Q4. */
1660
+ fiscal_period: "FY" | "Q1" | "Q2" | "Q3";
1757
1661
  };
1758
1662
  header?: never;
1759
- path: {
1760
- /** @description US listed company ticker */
1761
- ticker: string;
1762
- };
1663
+ path?: never;
1763
1664
  cookie?: never;
1764
1665
  };
1765
1666
  requestBody?: never;
1766
1667
  responses: {
1767
- /** @description Form 144 proposed-sale rows */
1668
+ /** @description Original report and subsequent amendments */
1768
1669
  200: {
1769
1670
  headers: {
1770
1671
  "Cache-Control"?: string;
1672
+ ETag?: string;
1771
1673
  "X-Billing-Period-Quota-Limit"?: string;
1772
1674
  "X-Billing-Period-Quota-Remaining"?: string;
1773
1675
  "X-Billing-Period-Quota-Reset"?: string;
@@ -1776,38 +1678,29 @@ interface operations {
1776
1678
  content: {
1777
1679
  /**
1778
1680
  * @example {
1779
- * "has_more": false,
1681
+ * "filings": [
1682
+ * {
1683
+ * "accepted_at": "2024-11-01T10:00:00.000Z",
1684
+ * "accession_number": "0000320193-24-000123",
1685
+ * "content_url": "/v1/sec/company-reports/0000320193-24-000123/content.html",
1686
+ * "form": "10-K",
1687
+ * "period_end_date": "2024-09-28",
1688
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm"
1689
+ * }
1690
+ * ],
1691
+ * "fiscal_period": "FY",
1692
+ * "fiscal_year": 2024,
1780
1693
  * "issuer": {
1781
1694
  * "cik": "0000320193",
1782
1695
  * "name": "Apple Inc.",
1783
1696
  * "ticker": "AAPL"
1784
- * },
1785
- * "next_cursor": null,
1786
- * "proposed_sales": [
1787
- * {
1788
- * "accepted_at": "2026-07-29T18:04:05.000Z",
1789
- * "accession_number": "0001140361-26-030001",
1790
- * "amount": "100",
1791
- * "approximate_sale_date": "2026-07-30",
1792
- * "market_value": "20000.00",
1793
- * "reporting_person": {
1794
- * "cik": "0002100523",
1795
- * "name": "Example Reporting Person",
1796
- * "relationships": [
1797
- * "Officer"
1798
- * ]
1799
- * },
1800
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm",
1801
- * "security": "Common Stock",
1802
- * "source_row_index": 1
1803
- * }
1804
- * ]
1697
+ * }
1805
1698
  * }
1806
1699
  */
1807
- "application/json": components["schemas"]["CompanyProposedSalesResponse"];
1700
+ "application/json": components["schemas"]["CompanyReportFamilyResponse"];
1808
1701
  };
1809
1702
  };
1810
- /** @description The query parameters or pagination cursor are invalid */
1703
+ /** @description Supply one identifier, a valid fiscal year and FY, Q1, Q2 or Q3; no extra or repeated keys. */
1811
1704
  400: {
1812
1705
  headers: {
1813
1706
  [name: string]: unknown;
@@ -1815,7 +1708,7 @@ interface operations {
1815
1708
  content: {
1816
1709
  "application/json": {
1817
1710
  /** @enum {string} */
1818
- error: "invalid_cursor" | "invalid_date_window" | "invalid_limit" | "invalid_tickers" | "unsupported_cursor";
1711
+ error: "invalid_query_parameters";
1819
1712
  };
1820
1713
  };
1821
1714
  };
@@ -1837,13 +1730,28 @@ interface operations {
1837
1730
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
1838
1731
  };
1839
1732
  };
1840
- /** @description The requested company was not found */
1733
+ /** @description The ticker is unresolved or no eligible report family exists. */
1841
1734
  404: {
1842
1735
  headers: {
1843
1736
  [name: string]: unknown;
1844
1737
  };
1845
1738
  content: {
1846
- "application/json": components["schemas"]["ErrorResponse"];
1739
+ "application/json": {
1740
+ /** @enum {string} */
1741
+ error: "company_not_found" | "company_report_not_found";
1742
+ };
1743
+ };
1744
+ };
1745
+ /** @description The ticker matches multiple CIKs or multiple original reports match the selected period. */
1746
+ 409: {
1747
+ headers: {
1748
+ [name: string]: unknown;
1749
+ };
1750
+ content: {
1751
+ "application/json": {
1752
+ /** @enum {string} */
1753
+ error: "company_ambiguous" | "company_report_ambiguous";
1754
+ };
1847
1755
  };
1848
1756
  };
1849
1757
  /** @description The request exceeded a rate limit. */
@@ -1861,7 +1769,7 @@ interface operations {
1861
1769
  "application/json": components["schemas"]["ErrorResponse"];
1862
1770
  };
1863
1771
  };
1864
- /** @description The database is unavailable */
1772
+ /** @description The filing catalog is unavailable */
1865
1773
  503: {
1866
1774
  headers: {
1867
1775
  [name: string]: unknown;
@@ -1872,17 +1780,11 @@ interface operations {
1872
1780
  };
1873
1781
  };
1874
1782
  };
1875
- getCompanyFinancialStatements: {
1783
+ searchCompanies: {
1876
1784
  parameters: {
1877
- query?: {
1878
- /** @description Ticker from the accepted SEC snapshot. Supply exactly one ticker or CIK; letters normalize to uppercase. */
1879
- ticker?: string;
1880
- /** @description Positive SEC CIK, one to ten decimal digits. Supply exactly one ticker or CIK; CIKs normalize to ten digits. */
1881
- cik?: string;
1882
- /** @description One fiscal year from 1900 through 9999. */
1883
- fiscal_year?: number;
1884
- /** @description Newest available fiscal years to return, from 1 through 20. */
1885
- years?: number;
1785
+ query: {
1786
+ /** @description Company name, stored ticker association, or padded or unpadded CIK. */
1787
+ query: string;
1886
1788
  };
1887
1789
  header?: never;
1888
1790
  path?: never;
@@ -1890,7 +1792,7 @@ interface operations {
1890
1792
  };
1891
1793
  requestBody?: never;
1892
1794
  responses: {
1893
- /** @description Published and reviewed normalized annual financial statements. */
1795
+ /** @description Ranked company matches. */
1894
1796
  200: {
1895
1797
  headers: {
1896
1798
  "Cache-Control"?: string;
@@ -1902,96 +1804,302 @@ interface operations {
1902
1804
  content: {
1903
1805
  /**
1904
1806
  * @example {
1905
- * "issuer": {
1906
- * "cik": "0000320193",
1907
- * "name": "Apple Inc.",
1908
- * "ticker": "AAPL"
1909
- * },
1910
- * "periods": [
1807
+ * "companies": [
1911
1808
  * {
1912
- * "accession_number": "0000320193-25-000079",
1913
- * "balance_sheet": {
1914
- * "accounts_payable_current": "69860000000",
1915
- * "accounts_receivable_current": "39777000000",
1916
- * "cash_and_cash_equivalents": "35934000000",
1917
- * "current_portion_of_long_term_debt": "12350000000",
1918
- * "equity_attributable_to_parent": "73733000000",
1919
- * "inventory": "5718000000",
1920
- * "long_term_debt_noncurrent": "78328000000",
1921
- * "property_plant_and_equipment_net": "49834000000",
1922
- * "short_term_borrowings": "7979000000",
1923
- * "short_term_investments": "18763000000",
1924
- * "total_assets": "359241000000",
1925
- * "total_current_assets": "147957000000",
1926
- * "total_current_liabilities": "165631000000",
1927
- * "total_liabilities": "285508000000",
1928
- * "total_liabilities_and_equity": "359241000000"
1929
- * },
1930
- * "cash_flow_statement": {
1931
- * "capital_expenditure": "12715000000",
1932
- * "common_stock_repurchases": "90711000000",
1933
- * "depreciation_and_amortization_adjustment": "11698000000",
1934
- * "net_cash_from_financing_activities": "-120686000000",
1935
- * "net_cash_from_investing_activities": "15195000000",
1936
- * "net_cash_from_operating_activities": "111482000000",
1937
- * "net_change_in_cash_cash_equivalents_and_restricted_cash_including_exchange_rate_effect": "5991000000",
1938
- * "purchases_of_investments": "24407000000",
1939
- * "share_based_compensation_adjustment": "12863000000"
1940
- * },
1941
- * "currency": "USD",
1942
- * "fiscal_period": "FY",
1809
+ * "cik": "0000051143",
1810
+ * "fiscal_year_end": "1231",
1811
+ * "listings": [
1812
+ * {
1813
+ * "exchange": "NYSE",
1814
+ * "share_class_figi": "BBG001S5S399",
1815
+ * "ticker": "IBM"
1816
+ * }
1817
+ * ],
1818
+ * "name": "International Business Machines Corporation",
1819
+ * "sic": {
1820
+ * "code": "3570",
1821
+ * "industry_title": "COMPUTER & OFFICE EQUIPMENT",
1822
+ * "office": "Office of Technology"
1823
+ * }
1824
+ * }
1825
+ * ]
1826
+ * }
1827
+ */
1828
+ "application/json": components["schemas"]["CompanySearchResponse"];
1829
+ };
1830
+ };
1831
+ /** @description The query is missing, invalid, or has unsupported keys. */
1832
+ 400: {
1833
+ headers: {
1834
+ [name: string]: unknown;
1835
+ };
1836
+ content: {
1837
+ /**
1838
+ * @example {
1839
+ * "error": "invalid_query"
1840
+ * }
1841
+ */
1842
+ "application/json": components["schemas"]["CompanySearchBadRequestResponse"];
1843
+ };
1844
+ };
1845
+ /** @description The request is missing a valid Chadwin API key. */
1846
+ 401: {
1847
+ headers: {
1848
+ [name: string]: unknown;
1849
+ };
1850
+ content: {
1851
+ "application/json": components["schemas"]["ErrorResponse"];
1852
+ };
1853
+ };
1854
+ /** @description The request exceeded a rate limit. */
1855
+ 429: {
1856
+ headers: {
1857
+ "RateLimit-Limit"?: string;
1858
+ "RateLimit-Reset"?: string;
1859
+ "Retry-After"?: string;
1860
+ "X-Billing-Period-Quota-Limit"?: string;
1861
+ "X-Billing-Period-Quota-Remaining"?: string;
1862
+ "X-Billing-Period-Quota-Reset"?: string;
1863
+ [name: string]: unknown;
1864
+ };
1865
+ content: {
1866
+ /**
1867
+ * @example {
1868
+ * "error": "rate_limited"
1869
+ * }
1870
+ */
1871
+ "application/json": components["schemas"]["CompanyReferenceTooManyRequestsResponse"];
1872
+ };
1873
+ };
1874
+ /** @description The database is unavailable. */
1875
+ 503: {
1876
+ headers: {
1877
+ [name: string]: unknown;
1878
+ };
1879
+ content: {
1880
+ /**
1881
+ * @example {
1882
+ * "error": "database_unavailable"
1883
+ * }
1884
+ */
1885
+ "application/json": components["schemas"]["ErrorResponse"];
1886
+ };
1887
+ };
1888
+ };
1889
+ };
1890
+ listCompanyReportFeed: {
1891
+ parameters: {
1892
+ query?: {
1893
+ /** @description Optional comma-separated report families. Supported values are 10-K, 10-Q, 20-F, and 40-F. Each family includes its /A amendments. */
1894
+ forms?: string;
1895
+ /** @description Set to `now` to establish a future-only cursor. Do not combine this with `cursor`. */
1896
+ start?: string;
1897
+ /** @description Use `next_cursor` from the previous response. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not combine it with `start`. */
1898
+ cursor?: string;
1899
+ /** @description Page size from 1 through 1000. */
1900
+ limit?: string;
1901
+ };
1902
+ header?: never;
1903
+ path?: never;
1904
+ cookie?: never;
1905
+ };
1906
+ requestBody?: never;
1907
+ responses: {
1908
+ /** @description Published company report updates. */
1909
+ 200: {
1910
+ headers: {
1911
+ "Cache-Control"?: string;
1912
+ "X-Billing-Period-Quota-Limit"?: string;
1913
+ "X-Billing-Period-Quota-Remaining"?: string;
1914
+ "X-Billing-Period-Quota-Reset"?: string;
1915
+ [name: string]: unknown;
1916
+ };
1917
+ content: {
1918
+ /**
1919
+ * @example {
1920
+ * "has_more": false,
1921
+ * "next_cursor": "cur_request_bound_example",
1922
+ * "updates": [
1923
+ * {
1924
+ * "accepted_at": "2025-08-01T10:00:42.000Z",
1925
+ * "accession_number": "0000320193-25-000073",
1926
+ * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
1927
+ * "feed_event_id": "crfe_000000012345",
1928
+ * "fiscal_period": "Q3",
1943
1929
  * "fiscal_year": 2025,
1944
- * "income_statement": {
1945
- * "basic_earnings_per_share": "7.49",
1946
- * "basic_weighted_average_shares": "14948500000",
1947
- * "cost_of_sales": "220960000000",
1948
- * "diluted_earnings_per_share": "7.46",
1949
- * "diluted_weighted_average_shares": "15004697000",
1950
- * "gross_profit": "195201000000",
1951
- * "income_before_income_taxes": "132729000000",
1952
- * "income_tax_expense": "20719000000",
1953
- * "net_income_attributable_to_parent": "112010000000",
1954
- * "net_income_including_noncontrolling_interests": "112010000000",
1955
- * "nonoperating_income_expense": "-321000000",
1956
- * "operating_income": "133050000000",
1957
- * "research_and_development_expense": "34550000000",
1958
- * "revenue": "416161000000",
1959
- * "selling_general_and_administrative_expense": "27601000000",
1960
- * "total_operating_expenses": "62151000000"
1930
+ * "form": "10-Q",
1931
+ * "issuer": {
1932
+ * "cik": "0000320193",
1933
+ * "name": "Apple Inc.",
1934
+ * "ticker": "AAPL"
1961
1935
  * },
1962
- * "metrics": {
1963
- * "asset_turnover": "1.15",
1964
- * "cash_ratio": "0.22",
1965
- * "current_ratio": "0.89",
1966
- * "effective_tax_rate": "15.61",
1967
- * "free_cash_flow": "98767000000",
1968
- * "free_cash_flow_margin": "23.73",
1969
- * "gross_margin": "46.91",
1970
- * "net_margin": "26.92",
1971
- * "operating_cash_flow_margin": "26.79",
1972
- * "operating_cash_flow_to_net_income": "1.00",
1973
- * "operating_margin": "31.97",
1974
- * "pretax_margin": "31.89",
1975
- * "quick_ratio": "0.57",
1976
- * "return_on_assets": "30.93",
1977
- * "return_on_equity": "171.42",
1978
- * "working_capital": "-17674000000"
1936
+ * "period_end_date": "2025-06-28",
1937
+ * "published_at": "2026-08-12T08:15:30.000Z",
1938
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
1939
+ * }
1940
+ * ]
1941
+ * }
1942
+ */
1943
+ "application/json": {
1944
+ has_more: boolean;
1945
+ next_cursor: string;
1946
+ updates: {
1947
+ /**
1948
+ * Format: date-time
1949
+ * @description SEC acceptance timestamp normalized to UTC.
1950
+ */
1951
+ accepted_at: string;
1952
+ accession_number: string;
1953
+ /** @description Relative authenticated API URL for the cleaned report HTML. */
1954
+ content_url: string;
1955
+ /** @description Stable idempotency key for this publication event. */
1956
+ feed_event_id: string;
1957
+ /** @enum {string|null} */
1958
+ fiscal_period: "FY" | "Q1" | "Q2" | "Q3" | null;
1959
+ fiscal_year: number | null;
1960
+ /** @enum {string} */
1961
+ form: "10-K" | "10-K/A" | "10-Q" | "10-Q/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
1962
+ issuer: {
1963
+ cik: string;
1964
+ name: string | null;
1965
+ ticker: string | null;
1966
+ };
1967
+ /** Format: date */
1968
+ period_end_date: string | null;
1969
+ /**
1970
+ * Format: date-time
1971
+ * @description Time Chadwin first published the prepared report.
1972
+ */
1973
+ published_at: string;
1974
+ /** Format: uri */
1975
+ sec_url: string;
1976
+ }[];
1977
+ };
1978
+ };
1979
+ };
1980
+ /** @description The feed query parameters are invalid. */
1981
+ 400: {
1982
+ headers: {
1983
+ [name: string]: unknown;
1984
+ };
1985
+ content: {
1986
+ "application/json": components["schemas"]["ErrorResponse"];
1987
+ };
1988
+ };
1989
+ /** @description The request is missing a valid Chadwin API key. */
1990
+ 401: {
1991
+ headers: {
1992
+ [name: string]: unknown;
1993
+ };
1994
+ content: {
1995
+ "application/json": components["schemas"]["ErrorResponse"];
1996
+ };
1997
+ };
1998
+ /** @description The subscription does not include this dataset. */
1999
+ 403: {
2000
+ headers: {
2001
+ [name: string]: unknown;
2002
+ };
2003
+ content: {
2004
+ "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2005
+ };
2006
+ };
2007
+ /** @description The request exceeded a rate limit. */
2008
+ 429: {
2009
+ headers: {
2010
+ "RateLimit-Limit"?: string;
2011
+ "RateLimit-Reset"?: string;
2012
+ "Retry-After"?: string;
2013
+ "X-Billing-Period-Quota-Limit"?: string;
2014
+ "X-Billing-Period-Quota-Remaining"?: string;
2015
+ "X-Billing-Period-Quota-Reset"?: string;
2016
+ [name: string]: unknown;
2017
+ };
2018
+ content: {
2019
+ "application/json": components["schemas"]["ErrorResponse"];
2020
+ };
2021
+ };
2022
+ /** @description The database is unavailable. */
2023
+ 503: {
2024
+ headers: {
2025
+ [name: string]: unknown;
2026
+ };
2027
+ content: {
2028
+ "application/json": components["schemas"]["ErrorResponse"];
2029
+ };
2030
+ };
2031
+ };
2032
+ };
2033
+ listCurrentReportFeed: {
2034
+ parameters: {
2035
+ query?: {
2036
+ /** @description Optional comma-separated report families. Supported values are 8-K and 6-K. Each family includes its /A amendments. */
2037
+ forms?: string;
2038
+ /** @description Set to `now` to establish a future-only cursor. Do not combine this with `cursor`. */
2039
+ start?: string;
2040
+ /** @description Use `next_cursor` from the previous response. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not combine it with `start`. */
2041
+ cursor?: string;
2042
+ /** @description Page size from 1 through 1000. */
2043
+ limit?: string;
2044
+ };
2045
+ header?: never;
2046
+ path?: never;
2047
+ cookie?: never;
2048
+ };
2049
+ requestBody?: never;
2050
+ responses: {
2051
+ /** @description Published current report updates. */
2052
+ 200: {
2053
+ headers: {
2054
+ "Cache-Control"?: string;
2055
+ "X-Billing-Period-Quota-Limit"?: string;
2056
+ "X-Billing-Period-Quota-Remaining"?: string;
2057
+ "X-Billing-Period-Quota-Reset"?: string;
2058
+ [name: string]: unknown;
2059
+ };
2060
+ content: {
2061
+ /**
2062
+ * @example {
2063
+ * "has_more": false,
2064
+ * "next_cursor": "cur_request_bound_example",
2065
+ * "updates": [
2066
+ * {
2067
+ * "accepted_at": "2026-08-18T12:00:00.000Z",
2068
+ * "accession_number": "0000320193-26-000001",
2069
+ * "content_url": "/v1/sec/current-reports/0000320193-26-000001/content.html",
2070
+ * "event_date": "2026-08-17",
2071
+ * "feed_event_id": "crfe_000000012345",
2072
+ * "filed_at": "2026-08-18",
2073
+ * "fiscal_period": null,
2074
+ * "fiscal_year": null,
2075
+ * "form": "8-K",
2076
+ * "issuer": {
2077
+ * "cik": "0000320193",
2078
+ * "name": "Apple Inc.",
2079
+ * "ticker": "AAPL"
1979
2080
  * },
1980
- * "period_end_date": "2025-09-27"
2081
+ * "item_codes": [
2082
+ * "2.02",
2083
+ * "9.01"
2084
+ * ],
2085
+ * "metadata_url": "/v1/sec/current-reports/0000320193-26-000001",
2086
+ * "published_at": "2026-08-18T12:01:00.000Z",
2087
+ * "report_date": null,
2088
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
1981
2089
  * }
1982
2090
  * ]
1983
2091
  * }
1984
2092
  */
1985
- "application/json": components["schemas"]["CompanyFinancialStatementsResponse"];
2093
+ "application/json": components["schemas"]["CurrentReportFeedPage"];
1986
2094
  };
1987
2095
  };
1988
- /** @description The identifier or query parameters are invalid. */
2096
+ /** @description The feed query parameters are invalid. */
1989
2097
  400: {
1990
2098
  headers: {
1991
2099
  [name: string]: unknown;
1992
2100
  };
1993
2101
  content: {
1994
- "application/json": components["schemas"]["FinancialStatementsBadRequest"];
2102
+ "application/json": components["schemas"]["ErrorResponse"];
1995
2103
  };
1996
2104
  };
1997
2105
  /** @description The request is missing a valid Chadwin API key. */
@@ -2000,7 +2108,7 @@ interface operations {
2000
2108
  [name: string]: unknown;
2001
2109
  };
2002
2110
  content: {
2003
- "application/json": components["schemas"]["FinancialStatementsUnauthorized"];
2111
+ "application/json": components["schemas"]["ErrorResponse"];
2004
2112
  };
2005
2113
  };
2006
2114
  /** @description The subscription does not include this dataset. */
@@ -2009,49 +2117,106 @@ interface operations {
2009
2117
  [name: string]: unknown;
2010
2118
  };
2011
2119
  content: {
2012
- "application/json": components["schemas"]["FinancialStatementsNotEntitled"];
2120
+ "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2013
2121
  };
2014
2122
  };
2015
- /** @description No company matches the requested ticker. */
2016
- 404: {
2123
+ /** @description The request exceeded a rate limit. */
2124
+ 429: {
2017
2125
  headers: {
2126
+ "RateLimit-Limit"?: string;
2127
+ "RateLimit-Reset"?: string;
2128
+ "Retry-After"?: string;
2129
+ "X-Billing-Period-Quota-Limit"?: string;
2130
+ "X-Billing-Period-Quota-Remaining"?: string;
2131
+ "X-Billing-Period-Quota-Reset"?: string;
2018
2132
  [name: string]: unknown;
2019
2133
  };
2020
2134
  content: {
2021
- "application/json": components["schemas"]["FinancialStatementsCompanyNotFound"];
2135
+ "application/json": components["schemas"]["ErrorResponse"];
2022
2136
  };
2023
2137
  };
2024
- /** @description The ticker matches more than one CIK in the accepted SEC snapshot. */
2025
- 409: {
2138
+ /** @description The database is unavailable. */
2139
+ 503: {
2026
2140
  headers: {
2027
2141
  [name: string]: unknown;
2028
2142
  };
2029
2143
  content: {
2030
- "application/json": components["schemas"]["FinancialStatementsTickerAmbiguous"];
2144
+ "application/json": components["schemas"]["ErrorResponse"];
2031
2145
  };
2032
2146
  };
2033
- /** @description The request exceeded a rate limit or monthly quota. */
2034
- 429: {
2147
+ };
2148
+ };
2149
+ listInsiderActivityFeed: {
2150
+ parameters: {
2151
+ query?: {
2152
+ /** @description Optional comma-separated SEC forms to include. Supported forms: 3, 3/A, 4, 4/A, 5, 5/A, 144, 144/A. Omission selects all supported forms. Reuse the same selection with every cursor request. */
2153
+ forms?: string;
2154
+ /** @description Set `start` to `now` to skip existing updates. The response contains no items and gives you a cursor for updates published after your request. Do not use `cursor` and `start` together. */
2155
+ start?: string;
2156
+ /** @description Use `next_cursor` from the previous response to continue where you left off. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not use `cursor` and `start` together. Omit both to get the most recent activity updates. */
2157
+ cursor?: string;
2158
+ /** @description Page size from 1 through 1000. */
2159
+ limit?: string;
2160
+ };
2161
+ header?: never;
2162
+ path?: never;
2163
+ cookie?: never;
2164
+ };
2165
+ requestBody?: never;
2166
+ responses: {
2167
+ /** @description Published insider activity feed events. */
2168
+ 200: {
2035
2169
  headers: {
2036
- "RateLimit-Limit"?: string;
2037
- "RateLimit-Reset"?: string;
2038
- "Retry-After"?: string;
2170
+ "Cache-Control"?: string;
2039
2171
  "X-Billing-Period-Quota-Limit"?: string;
2040
2172
  "X-Billing-Period-Quota-Remaining"?: string;
2041
2173
  "X-Billing-Period-Quota-Reset"?: string;
2042
2174
  [name: string]: unknown;
2043
2175
  };
2044
2176
  content: {
2045
- "application/json": components["schemas"]["FinancialStatementsTooManyRequests"];
2177
+ "application/json": components["schemas"]["InsiderActivityFeedResponse"];
2046
2178
  };
2047
2179
  };
2048
- /** @description A stored result cannot map to the public schema. */
2049
- 500: {
2180
+ /** @description The feed query parameters are invalid. */
2181
+ 400: {
2050
2182
  headers: {
2051
2183
  [name: string]: unknown;
2052
2184
  };
2053
2185
  content: {
2054
- "application/json": components["schemas"]["FinancialStatementsInternalError"];
2186
+ "application/json": components["schemas"]["InsiderActivityFeedBadRequestResponse"];
2187
+ };
2188
+ };
2189
+ /** @description The request is missing a valid Chadwin API key. */
2190
+ 401: {
2191
+ headers: {
2192
+ [name: string]: unknown;
2193
+ };
2194
+ content: {
2195
+ "application/json": components["schemas"]["ErrorResponse"];
2196
+ };
2197
+ };
2198
+ /** @description The subscription does not include this dataset. */
2199
+ 403: {
2200
+ headers: {
2201
+ [name: string]: unknown;
2202
+ };
2203
+ content: {
2204
+ "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2205
+ };
2206
+ };
2207
+ /** @description The request exceeded a rate limit. */
2208
+ 429: {
2209
+ headers: {
2210
+ "RateLimit-Limit"?: string;
2211
+ "RateLimit-Reset"?: string;
2212
+ "Retry-After"?: string;
2213
+ "X-Billing-Period-Quota-Limit"?: string;
2214
+ "X-Billing-Period-Quota-Remaining"?: string;
2215
+ "X-Billing-Period-Quota-Reset"?: string;
2216
+ [name: string]: unknown;
2217
+ };
2218
+ content: {
2219
+ "application/json": components["schemas"]["ErrorResponse"];
2055
2220
  };
2056
2221
  };
2057
2222
  /** @description The database is unavailable. */
@@ -2060,22 +2225,28 @@ interface operations {
2060
2225
  [name: string]: unknown;
2061
2226
  };
2062
2227
  content: {
2063
- "application/json": components["schemas"]["FinancialStatementsUnavailable"];
2228
+ "application/json": components["schemas"]["ErrorResponse"];
2064
2229
  };
2065
2230
  };
2066
2231
  };
2067
2232
  };
2068
- getCompanyReportsForPeriod: {
2233
+ listInsiderTransactions: {
2069
2234
  parameters: {
2070
2235
  query: {
2071
- /** @description Ticker from the accepted SEC snapshot. Supply exactly one ticker or CIK; letters normalize to uppercase. */
2072
- ticker?: string;
2073
- /** @description Positive SEC CIK, one to ten decimal digits. Supply exactly one ticker or CIK; CIKs normalize to ten digits. */
2074
- cik?: string;
2075
- /** @description Required four-digit fiscal year, from 1900 through 9999. */
2076
- fiscal_year: string;
2077
- /** @description Required FY for annual reports, or Q1, Q2 or Q3 for quarterly reports. FY is not Q4. */
2078
- fiscal_period: "FY" | "Q1" | "Q2" | "Q3";
2236
+ /** @description Required inclusive SEC filing-date lower bound in YYYY-MM-DD format. */
2237
+ from: string;
2238
+ /** @description Optional comma-separated ticker filter. Mutually exclusive with ciks. */
2239
+ tickers?: string;
2240
+ /** @description Optional filing entity CIKs. Mutually exclusive with tickers; reference rows are not required. */
2241
+ ciks?: string;
2242
+ /** @description Optional inclusive SEC filing-date upper bound in YYYY-MM-DD format. Defaults to the current date. */
2243
+ until?: string;
2244
+ /** @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. */
2245
+ transaction_codes?: string;
2246
+ /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
2247
+ cursor?: string;
2248
+ /** @description Rows per page from 1 through 1000. Defaults to 1000. */
2249
+ limit?: string;
2079
2250
  };
2080
2251
  header?: never;
2081
2252
  path?: never;
@@ -2083,11 +2254,10 @@ interface operations {
2083
2254
  };
2084
2255
  requestBody?: never;
2085
2256
  responses: {
2086
- /** @description Original report and subsequent amendments */
2257
+ /** @description Insider transactions filed during the requested coverage window. */
2087
2258
  200: {
2088
2259
  headers: {
2089
2260
  "Cache-Control"?: string;
2090
- ETag?: string;
2091
2261
  "X-Billing-Period-Quota-Limit"?: string;
2092
2262
  "X-Billing-Period-Quota-Remaining"?: string;
2093
2263
  "X-Billing-Period-Quota-Reset"?: string;
@@ -2096,38 +2266,143 @@ interface operations {
2096
2266
  content: {
2097
2267
  /**
2098
2268
  * @example {
2099
- * "filings": [
2269
+ * "has_more": false,
2270
+ * "next_cursor": null,
2271
+ * "transactions": [
2100
2272
  * {
2101
- * "accepted_at": "2024-11-01T10:00:00.000Z",
2102
- * "accession_number": "0000320193-24-000123",
2103
- * "content_url": "/v1/sec/company-reports/0000320193-24-000123/content.html",
2104
- * "form": "10-K",
2105
- * "period_end_date": "2024-09-28",
2106
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm"
2273
+ * "accepted_at": "2026-05-29T22:30:27.000Z",
2274
+ * "accession_number": "0001140361-26-023363",
2275
+ * "acquired_disposed_code": "D",
2276
+ * "conversion_or_exercise_price": null,
2277
+ * "deemed_execution_date": null,
2278
+ * "equity_swap_involved": false,
2279
+ * "exercise_date": null,
2280
+ * "expiration_date": null,
2281
+ * "field_footnote_ids": {
2282
+ * "price": [
2283
+ * "F1"
2284
+ * ]
2285
+ * },
2286
+ * "footnote_ids": [
2287
+ * "F1"
2288
+ * ],
2289
+ * "footnotes": [
2290
+ * {
2291
+ * "id": "F1",
2292
+ * "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."
2293
+ * }
2294
+ * ],
2295
+ * "issuer": {
2296
+ * "cik": "0000320193",
2297
+ * "name": "Apple Inc.",
2298
+ * "ticker": "AAPL"
2299
+ * },
2300
+ * "nature_of_ownership": null,
2301
+ * "ownership_type": "direct",
2302
+ * "price": "311.02",
2303
+ * "reporting_owners": [
2304
+ * {
2305
+ * "address": {
2306
+ * "city": "CUPERTINO",
2307
+ * "country": null,
2308
+ * "state": "CA",
2309
+ * "street1": "ONE APPLE PARK WAY",
2310
+ * "street2": null,
2311
+ * "zip_code": "95014"
2312
+ * },
2313
+ * "cik": "0001214128",
2314
+ * "name": "LEVINSON ARTHUR D",
2315
+ * "relationship": {
2316
+ * "is_director": true,
2317
+ * "is_officer": null,
2318
+ * "is_other": null,
2319
+ * "is_ten_percent_owner": null,
2320
+ * "officer_title": null,
2321
+ * "other_text": null
2322
+ * }
2323
+ * }
2324
+ * ],
2325
+ * "row_kind": "nonderivative_transaction",
2326
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm",
2327
+ * "security": "Common Stock",
2328
+ * "shares": "50000",
2329
+ * "shares_owned_after": "3764576",
2330
+ * "source_row_index": 1,
2331
+ * "transaction_code": "S",
2332
+ * "transaction_date": "2026-05-27",
2333
+ * "transaction_form_type": "4",
2334
+ * "transaction_timeliness": null,
2335
+ * "transaction_total_value": null,
2336
+ * "underlying_security": null
2337
+ * },
2338
+ * {
2339
+ * "accepted_at": "2026-05-29T22:30:27.000Z",
2340
+ * "accession_number": "0001140361-26-023363",
2341
+ * "acquired_disposed_code": "D",
2342
+ * "conversion_or_exercise_price": null,
2343
+ * "deemed_execution_date": null,
2344
+ * "equity_swap_involved": false,
2345
+ * "exercise_date": null,
2346
+ * "expiration_date": null,
2347
+ * "field_footnote_ids": {},
2348
+ * "footnote_ids": [],
2349
+ * "footnotes": [],
2350
+ * "issuer": {
2351
+ * "cik": "0000320193",
2352
+ * "name": "Apple Inc.",
2353
+ * "ticker": "AAPL"
2354
+ * },
2355
+ * "nature_of_ownership": null,
2356
+ * "ownership_type": "direct",
2357
+ * "price": "0",
2358
+ * "reporting_owners": [
2359
+ * {
2360
+ * "address": {
2361
+ * "city": "CUPERTINO",
2362
+ * "country": null,
2363
+ * "state": "CA",
2364
+ * "street1": "ONE APPLE PARK WAY",
2365
+ * "street2": null,
2366
+ * "zip_code": "95014"
2367
+ * },
2368
+ * "cik": "0001214128",
2369
+ * "name": "LEVINSON ARTHUR D",
2370
+ * "relationship": {
2371
+ * "is_director": true,
2372
+ * "is_officer": null,
2373
+ * "is_other": null,
2374
+ * "is_ten_percent_owner": null,
2375
+ * "officer_title": null,
2376
+ * "other_text": null
2377
+ * }
2378
+ * }
2379
+ * ],
2380
+ * "row_kind": "nonderivative_transaction",
2381
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm",
2382
+ * "security": "Common Stock",
2383
+ * "shares": "65000",
2384
+ * "shares_owned_after": "3699576",
2385
+ * "source_row_index": 2,
2386
+ * "transaction_code": "G",
2387
+ * "transaction_date": "2026-05-27",
2388
+ * "transaction_form_type": "4",
2389
+ * "transaction_timeliness": null,
2390
+ * "transaction_total_value": null,
2391
+ * "underlying_security": null
2107
2392
  * }
2108
- * ],
2109
- * "fiscal_period": "FY",
2110
- * "fiscal_year": 2024,
2111
- * "issuer": {
2112
- * "cik": "0000320193",
2113
- * "name": "Apple Inc.",
2114
- * "ticker": "AAPL"
2115
- * }
2393
+ * ]
2116
2394
  * }
2117
2395
  */
2118
- "application/json": components["schemas"]["CompanyReportFamilyResponse"];
2396
+ "application/json": components["schemas"]["InsiderTransactionsResponse"];
2119
2397
  };
2120
2398
  };
2121
- /** @description Supply one identifier, a valid fiscal year and FY, Q1, Q2 or Q3; no extra or repeated keys. */
2399
+ /** @description The query parameters or pagination cursor are invalid. */
2122
2400
  400: {
2123
2401
  headers: {
2124
2402
  [name: string]: unknown;
2125
2403
  };
2126
2404
  content: {
2127
- "application/json": {
2128
- /** @enum {string} */
2129
- error: "invalid_query_parameters";
2130
- };
2405
+ "application/json": components["schemas"]["InsiderTransactionsBadRequestResponse"];
2131
2406
  };
2132
2407
  };
2133
2408
  /** @description The request is missing a valid Chadwin API key. */
@@ -2148,47 +2423,8 @@ interface operations {
2148
2423
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2149
2424
  };
2150
2425
  };
2151
- /** @description The ticker is unresolved or no eligible report family exists. */
2426
+ /** @description A ticker was not found */
2152
2427
  404: {
2153
- headers: {
2154
- [name: string]: unknown;
2155
- };
2156
- content: {
2157
- "application/json": {
2158
- /** @enum {string} */
2159
- error: "company_not_found" | "company_report_not_found";
2160
- };
2161
- };
2162
- };
2163
- /** @description The ticker matches multiple CIKs or multiple original reports match the selected period. */
2164
- 409: {
2165
- headers: {
2166
- [name: string]: unknown;
2167
- };
2168
- content: {
2169
- "application/json": {
2170
- /** @enum {string} */
2171
- error: "company_ambiguous" | "company_report_ambiguous";
2172
- };
2173
- };
2174
- };
2175
- /** @description The request exceeded a rate limit. */
2176
- 429: {
2177
- headers: {
2178
- "RateLimit-Limit"?: string;
2179
- "RateLimit-Reset"?: string;
2180
- "Retry-After"?: string;
2181
- "X-Billing-Period-Quota-Limit"?: string;
2182
- "X-Billing-Period-Quota-Remaining"?: string;
2183
- "X-Billing-Period-Quota-Reset"?: string;
2184
- [name: string]: unknown;
2185
- };
2186
- content: {
2187
- "application/json": components["schemas"]["ErrorResponse"];
2188
- };
2189
- };
2190
- /** @description The filing catalog is unavailable */
2191
- 503: {
2192
2428
  headers: {
2193
2429
  [name: string]: unknown;
2194
2430
  };
@@ -2196,72 +2432,8 @@ interface operations {
2196
2432
  "application/json": components["schemas"]["ErrorResponse"];
2197
2433
  };
2198
2434
  };
2199
- };
2200
- };
2201
- searchCompanies: {
2202
- parameters: {
2203
- query: {
2204
- /** @description Company name, stored ticker association, or padded or unpadded CIK. */
2205
- query: string;
2206
- };
2207
- header?: never;
2208
- path?: never;
2209
- cookie?: never;
2210
- };
2211
- requestBody?: never;
2212
- responses: {
2213
- /** @description Ranked company matches. */
2214
- 200: {
2215
- headers: {
2216
- "Cache-Control"?: string;
2217
- "X-Billing-Period-Quota-Limit"?: string;
2218
- "X-Billing-Period-Quota-Remaining"?: string;
2219
- "X-Billing-Period-Quota-Reset"?: string;
2220
- [name: string]: unknown;
2221
- };
2222
- content: {
2223
- /**
2224
- * @example {
2225
- * "companies": [
2226
- * {
2227
- * "cik": "0000051143",
2228
- * "fiscal_year_end": "1231",
2229
- * "listings": [
2230
- * {
2231
- * "exchange": "NYSE",
2232
- * "share_class_figi": "BBG001S5S399",
2233
- * "ticker": "IBM"
2234
- * }
2235
- * ],
2236
- * "name": "International Business Machines Corporation",
2237
- * "sic": {
2238
- * "code": "3570",
2239
- * "industry_title": "COMPUTER & OFFICE EQUIPMENT",
2240
- * "office": "Office of Technology"
2241
- * }
2242
- * }
2243
- * ]
2244
- * }
2245
- */
2246
- "application/json": components["schemas"]["CompanySearchResponse"];
2247
- };
2248
- };
2249
- /** @description The query is missing, invalid, or has unsupported keys. */
2250
- 400: {
2251
- headers: {
2252
- [name: string]: unknown;
2253
- };
2254
- content: {
2255
- /**
2256
- * @example {
2257
- * "error": "invalid_query"
2258
- * }
2259
- */
2260
- "application/json": components["schemas"]["CompanySearchBadRequestResponse"];
2261
- };
2262
- };
2263
- /** @description The request is missing a valid Chadwin API key. */
2264
- 401: {
2435
+ /** @description A ticker resolves to multiple companies */
2436
+ 409: {
2265
2437
  headers: {
2266
2438
  [name: string]: unknown;
2267
2439
  };
@@ -2281,12 +2453,7 @@ interface operations {
2281
2453
  [name: string]: unknown;
2282
2454
  };
2283
2455
  content: {
2284
- /**
2285
- * @example {
2286
- * "error": "rate_limited"
2287
- * }
2288
- */
2289
- "application/json": components["schemas"]["CompanyReferenceTooManyRequestsResponse"];
2456
+ "application/json": components["schemas"]["ErrorResponse"];
2290
2457
  };
2291
2458
  };
2292
2459
  /** @description The database is unavailable. */
@@ -2295,27 +2462,22 @@ interface operations {
2295
2462
  [name: string]: unknown;
2296
2463
  };
2297
2464
  content: {
2298
- /**
2299
- * @example {
2300
- * "error": "database_unavailable"
2301
- * }
2302
- */
2303
2465
  "application/json": components["schemas"]["ErrorResponse"];
2304
2466
  };
2305
2467
  };
2306
2468
  };
2307
2469
  };
2308
- listCompanyReportFeed: {
2470
+ listInsiderTransactionFeed: {
2309
2471
  parameters: {
2310
2472
  query?: {
2311
- /** @description Use `next_cursor` from the previous response. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not combine it with `start`. */
2473
+ /** @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. */
2474
+ transaction_codes?: string;
2475
+ /** @description Set `start` to `now` to skip existing updates. The response contains no items and gives you a cursor for updates published after your request. Do not use `cursor` and `start` together. */
2476
+ start?: string;
2477
+ /** @description Use `next_cursor` from the previous response to continue where you left off. The cursor is bound to this feed, the normalized `transaction_codes` filter, and the page size. Do not use `cursor` and `start` together. Omit both to get the most recent transaction updates. */
2312
2478
  cursor?: string;
2313
- /** @description Optional comma-separated report families. Supported values are 10-K, 10-Q, 20-F, and 40-F. Each family includes its /A amendments. */
2314
- forms?: string;
2315
2479
  /** @description Page size from 1 through 1000. */
2316
2480
  limit?: string;
2317
- /** @description Set to `now` to establish a future-only cursor. Do not combine this with `cursor`. */
2318
- start?: string;
2319
2481
  };
2320
2482
  header?: never;
2321
2483
  path?: never;
@@ -2323,7 +2485,7 @@ interface operations {
2323
2485
  };
2324
2486
  requestBody?: never;
2325
2487
  responses: {
2326
- /** @description Published company report updates. */
2488
+ /** @description Published insider transaction feed events. */
2327
2489
  200: {
2328
2490
  headers: {
2329
2491
  "Cache-Control"?: string;
@@ -2333,66 +2495,7 @@ interface operations {
2333
2495
  [name: string]: unknown;
2334
2496
  };
2335
2497
  content: {
2336
- /**
2337
- * @example {
2338
- * "has_more": false,
2339
- * "next_cursor": "cur_request_bound_example",
2340
- * "updates": [
2341
- * {
2342
- * "accepted_at": "2025-08-01T10:00:42.000Z",
2343
- * "accession_number": "0000320193-25-000073",
2344
- * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
2345
- * "feed_event_id": "crfe_000000012345",
2346
- * "fiscal_period": "Q3",
2347
- * "fiscal_year": 2025,
2348
- * "form": "10-Q",
2349
- * "issuer": {
2350
- * "cik": "0000320193",
2351
- * "name": "Apple Inc.",
2352
- * "ticker": "AAPL"
2353
- * },
2354
- * "period_end_date": "2025-06-28",
2355
- * "published_at": "2026-08-12T08:15:30.000Z",
2356
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
2357
- * }
2358
- * ]
2359
- * }
2360
- */
2361
- "application/json": {
2362
- has_more: boolean;
2363
- next_cursor: string;
2364
- updates: {
2365
- /**
2366
- * Format: date-time
2367
- * @description SEC acceptance timestamp normalized to UTC.
2368
- */
2369
- accepted_at: string;
2370
- accession_number: string;
2371
- /** @description Relative authenticated API URL for the cleaned report HTML. */
2372
- content_url: string;
2373
- /** @description Stable idempotency key for this publication event. */
2374
- feed_event_id: string;
2375
- /** @enum {string|null} */
2376
- fiscal_period: "FY" | "Q1" | "Q2" | "Q3" | null;
2377
- fiscal_year: number | null;
2378
- /** @enum {string} */
2379
- form: "10-K" | "10-K/A" | "10-Q" | "10-Q/A" | "20-F" | "20-F/A" | "40-F" | "40-F/A";
2380
- issuer: {
2381
- cik: string;
2382
- name: string | null;
2383
- ticker: string | null;
2384
- };
2385
- /** Format: date */
2386
- period_end_date: string | null;
2387
- /**
2388
- * Format: date-time
2389
- * @description Time Chadwin first published the prepared report.
2390
- */
2391
- published_at: string;
2392
- /** Format: uri */
2393
- sec_url: string;
2394
- }[];
2395
- };
2498
+ "application/json": components["schemas"]["InsiderTransactionFeedResponse"];
2396
2499
  };
2397
2500
  };
2398
2501
  /** @description The feed query parameters are invalid. */
@@ -2401,7 +2504,7 @@ interface operations {
2401
2504
  [name: string]: unknown;
2402
2505
  };
2403
2506
  content: {
2404
- "application/json": components["schemas"]["ErrorResponse"];
2507
+ "application/json": components["schemas"]["InsiderTransactionFeedBadRequestResponse"];
2405
2508
  };
2406
2509
  };
2407
2510
  /** @description The request is missing a valid Chadwin API key. */
@@ -2448,17 +2551,17 @@ interface operations {
2448
2551
  };
2449
2552
  };
2450
2553
  };
2451
- listInsiderActivityFeed: {
2554
+ listInstitutionalFilingFeed: {
2452
2555
  parameters: {
2453
2556
  query?: {
2454
- /** @description Optional comma-separated SEC forms to include. Supported forms: 3, 3/A, 4, 4/A, 5, 5/A, 144, 144/A. Omission selects all supported forms. Reuse the same selection with every cursor request. */
2557
+ /** @description Optional comma-separated 13F form types to include. Supported forms: 13F-HR, 13F-HR/A, 13F-NT, 13F-NT/A. Omitted or empty means all supported forms. */
2455
2558
  forms?: string;
2456
- /** @description Use `next_cursor` from the previous response to continue where you left off. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not use `cursor` and `start` together. Omit both to get the most recent activity updates. */
2559
+ /** @description Set `start` to `now` to skip existing updates. The response contains no items and gives you a cursor for updates published after your request. Do not use `cursor` and `start` together. */
2560
+ start?: string;
2561
+ /** @description Use `next_cursor` from the previous response to continue where you left off. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not use `cursor` and `start` together. Omit both to get the most recent filing updates. */
2457
2562
  cursor?: string;
2458
2563
  /** @description Page size from 1 through 1000. */
2459
2564
  limit?: string;
2460
- /** @description Set `start` to `now` to skip existing updates. The response contains no items and gives you a cursor for updates published after your request. Do not use `cursor` and `start` together. */
2461
- start?: string;
2462
2565
  };
2463
2566
  header?: never;
2464
2567
  path?: never;
@@ -2466,7 +2569,7 @@ interface operations {
2466
2569
  };
2467
2570
  requestBody?: never;
2468
2571
  responses: {
2469
- /** @description Published insider activity feed events. */
2572
+ /** @description Published institutional holdings filing feed updates. */
2470
2573
  200: {
2471
2574
  headers: {
2472
2575
  "Cache-Control"?: string;
@@ -2476,7 +2579,7 @@ interface operations {
2476
2579
  [name: string]: unknown;
2477
2580
  };
2478
2581
  content: {
2479
- "application/json": components["schemas"]["InsiderActivityFeedResponse"];
2582
+ "application/json": components["schemas"]["InstitutionalFilingFeedResponse"];
2480
2583
  };
2481
2584
  };
2482
2585
  /** @description The feed query parameters are invalid. */
@@ -2485,7 +2588,7 @@ interface operations {
2485
2588
  [name: string]: unknown;
2486
2589
  };
2487
2590
  content: {
2488
- "application/json": components["schemas"]["InsiderActivityFeedBadRequestResponse"];
2591
+ "application/json": components["schemas"]["InstitutionalHoldingFeedBadRequestResponse"];
2489
2592
  };
2490
2593
  };
2491
2594
  /** @description The request is missing a valid Chadwin API key. */
@@ -2532,21 +2635,17 @@ interface operations {
2532
2635
  };
2533
2636
  };
2534
2637
  };
2535
- listInsiderTransactions: {
2638
+ listInstitutionalManagers: {
2536
2639
  parameters: {
2537
- query: {
2538
- /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
2539
- cursor?: string;
2540
- /** @description Rows per page from 1 through 1000. Defaults to 1000. */
2541
- limit?: string;
2542
- /** @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. */
2543
- transaction_codes?: string;
2544
- /** @description Required inclusive SEC filing-date lower bound in YYYY-MM-DD format. */
2545
- from: string;
2546
- /** @description Optional inclusive SEC filing-date upper bound in YYYY-MM-DD format. Defaults to the current date. */
2547
- until?: string;
2548
- /** @description Optional comma-separated US listed ticker filter. */
2549
- tickers?: string;
2640
+ query?: {
2641
+ /** @description Optional manager CIK filter for source filers associated with a manager profile. */
2642
+ cik?: string;
2643
+ /** @description Optional Form 13F file-number filter for source filers associated with a manager profile. */
2644
+ form_13f_file_number?: string;
2645
+ /** @description Opaque next_cursor from the prior page. Keep the same filters and page size. */
2646
+ cursor?: string;
2647
+ /** @description Page size from 1 through 1000. */
2648
+ limit?: string;
2550
2649
  };
2551
2650
  header?: never;
2552
2651
  path?: never;
@@ -2554,7 +2653,7 @@ interface operations {
2554
2653
  };
2555
2654
  requestBody?: never;
2556
2655
  responses: {
2557
- /** @description Insider transactions filed during the requested coverage window. */
2656
+ /** @description Paginated institutional manager profiles. */
2558
2657
  200: {
2559
2658
  headers: {
2560
2659
  "Cache-Control"?: string;
@@ -2567,142 +2666,30 @@ interface operations {
2567
2666
  /**
2568
2667
  * @example {
2569
2668
  * "has_more": false,
2570
- * "next_cursor": null,
2571
- * "transactions": [
2572
- * {
2573
- * "accepted_at": "2026-05-29T22:30:27.000Z",
2574
- * "accession_number": "0001140361-26-023363",
2575
- * "acquired_disposed_code": "D",
2576
- * "conversion_or_exercise_price": null,
2577
- * "deemed_execution_date": null,
2578
- * "equity_swap_involved": false,
2579
- * "exercise_date": null,
2580
- * "expiration_date": null,
2581
- * "field_footnote_ids": {
2582
- * "price": [
2583
- * "F1"
2584
- * ]
2585
- * },
2586
- * "footnote_ids": [
2587
- * "F1"
2588
- * ],
2589
- * "footnotes": [
2590
- * {
2591
- * "id": "F1",
2592
- * "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."
2593
- * }
2594
- * ],
2595
- * "issuer": {
2596
- * "cik": "0000320193",
2597
- * "name": "Apple Inc.",
2598
- * "ticker": "AAPL"
2599
- * },
2600
- * "nature_of_ownership": null,
2601
- * "ownership_type": "direct",
2602
- * "price": "311.02",
2603
- * "reporting_owners": [
2604
- * {
2605
- * "address": {
2606
- * "city": "CUPERTINO",
2607
- * "country": null,
2608
- * "state": "CA",
2609
- * "street1": "ONE APPLE PARK WAY",
2610
- * "street2": null,
2611
- * "zip_code": "95014"
2612
- * },
2613
- * "cik": "0001214128",
2614
- * "name": "LEVINSON ARTHUR D",
2615
- * "relationship": {
2616
- * "is_director": true,
2617
- * "is_officer": null,
2618
- * "is_other": null,
2619
- * "is_ten_percent_owner": null,
2620
- * "officer_title": null,
2621
- * "other_text": null
2622
- * }
2623
- * }
2624
- * ],
2625
- * "row_kind": "nonderivative_transaction",
2626
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm",
2627
- * "security": "Common Stock",
2628
- * "shares": "50000",
2629
- * "shares_owned_after": "3764576",
2630
- * "source_row_index": 1,
2631
- * "transaction_code": "S",
2632
- * "transaction_date": "2026-05-27",
2633
- * "transaction_form_type": "4",
2634
- * "transaction_timeliness": null,
2635
- * "transaction_total_value": null,
2636
- * "underlying_security": null
2637
- * },
2669
+ * "managers": [
2638
2670
  * {
2639
- * "accepted_at": "2026-05-29T22:30:27.000Z",
2640
- * "accession_number": "0001140361-26-023363",
2641
- * "acquired_disposed_code": "D",
2642
- * "conversion_or_exercise_price": null,
2643
- * "deemed_execution_date": null,
2644
- * "equity_swap_involved": false,
2645
- * "exercise_date": null,
2646
- * "expiration_date": null,
2647
- * "field_footnote_ids": {},
2648
- * "footnote_ids": [],
2649
- * "footnotes": [],
2650
- * "issuer": {
2651
- * "cik": "0000320193",
2652
- * "name": "Apple Inc.",
2653
- * "ticker": "AAPL"
2654
- * },
2655
- * "nature_of_ownership": null,
2656
- * "ownership_type": "direct",
2657
- * "price": "0",
2658
- * "reporting_owners": [
2659
- * {
2660
- * "address": {
2661
- * "city": "CUPERTINO",
2662
- * "country": null,
2663
- * "state": "CA",
2664
- * "street1": "ONE APPLE PARK WAY",
2665
- * "street2": null,
2666
- * "zip_code": "95014"
2667
- * },
2668
- * "cik": "0001214128",
2669
- * "name": "LEVINSON ARTHUR D",
2670
- * "relationship": {
2671
- * "is_director": true,
2672
- * "is_officer": null,
2673
- * "is_other": null,
2674
- * "is_ten_percent_owner": null,
2675
- * "officer_title": null,
2676
- * "other_text": null
2677
- * }
2678
- * }
2679
- * ],
2680
- * "row_kind": "nonderivative_transaction",
2681
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126023363/0001140361-26-023363-index.htm",
2682
- * "security": "Common Stock",
2683
- * "shares": "65000",
2684
- * "shares_owned_after": "3699576",
2685
- * "source_row_index": 2,
2686
- * "transaction_code": "G",
2687
- * "transaction_date": "2026-05-27",
2688
- * "transaction_form_type": "4",
2689
- * "transaction_timeliness": null,
2690
- * "transaction_total_value": null,
2691
- * "underlying_security": null
2671
+ * "cik": "0001067983",
2672
+ * "form_13f_file_number": "028-04545",
2673
+ * "holding_count": 124,
2674
+ * "latest_accepted_at": "2026-05-15T20:12:34.000Z",
2675
+ * "latest_period_of_report": "2026-03-31",
2676
+ * "name": "Berkshire Hathaway Inc.",
2677
+ * "total_value_usd": "267891234567"
2692
2678
  * }
2693
- * ]
2679
+ * ],
2680
+ * "next_cursor": "cur_request_bound_example"
2694
2681
  * }
2695
2682
  */
2696
- "application/json": components["schemas"]["InsiderTransactionsResponse"];
2683
+ "application/json": components["schemas"]["InstitutionalManagersResponse"];
2697
2684
  };
2698
2685
  };
2699
- /** @description The query parameters or pagination cursor are invalid. */
2686
+ /** @description The query parameters are invalid. */
2700
2687
  400: {
2701
2688
  headers: {
2702
2689
  [name: string]: unknown;
2703
2690
  };
2704
2691
  content: {
2705
- "application/json": components["schemas"]["InsiderTransactionsBadRequestResponse"];
2692
+ "application/json": components["schemas"]["InstitutionalHoldingsBadRequestResponse"];
2706
2693
  };
2707
2694
  };
2708
2695
  /** @description The request is missing a valid Chadwin API key. */
@@ -2749,17 +2736,11 @@ interface operations {
2749
2736
  };
2750
2737
  };
2751
2738
  };
2752
- listInsiderTransactionFeed: {
2739
+ searchInstitutionalManagers: {
2753
2740
  parameters: {
2754
- query?: {
2755
- /** @description Use `next_cursor` from the previous response to continue where you left off. The cursor is bound to this feed, the normalized `transaction_codes` filter, and the page size. Do not use `cursor` and `start` together. Omit both to get the most recent transaction updates. */
2756
- cursor?: string;
2757
- /** @description Page size from 1 through 1000. */
2758
- limit?: string;
2759
- /** @description Set `start` to `now` to skip existing updates. The response contains no items and gives you a cursor for updates published after your request. Do not use `cursor` and `start` together. */
2760
- start?: string;
2761
- /** @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. */
2762
- transaction_codes?: string;
2741
+ query: {
2742
+ /** @description Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK. */
2743
+ query: string;
2763
2744
  };
2764
2745
  header?: never;
2765
2746
  path?: never;
@@ -2767,7 +2748,7 @@ interface operations {
2767
2748
  };
2768
2749
  requestBody?: never;
2769
2750
  responses: {
2770
- /** @description Published insider transaction feed events. */
2751
+ /** @description Ranked institutional manager profiles. */
2771
2752
  200: {
2772
2753
  headers: {
2773
2754
  "Cache-Control"?: string;
@@ -2777,16 +2758,31 @@ interface operations {
2777
2758
  [name: string]: unknown;
2778
2759
  };
2779
2760
  content: {
2780
- "application/json": components["schemas"]["InsiderTransactionFeedResponse"];
2761
+ /**
2762
+ * @example {
2763
+ * "managers": [
2764
+ * {
2765
+ * "cik": "0001067983",
2766
+ * "form_13f_file_number": "028-04545",
2767
+ * "holding_count": 124,
2768
+ * "latest_accepted_at": "2026-05-15T20:12:34.000Z",
2769
+ * "latest_period_of_report": "2026-03-31",
2770
+ * "name": "Berkshire Hathaway Inc.",
2771
+ * "total_value_usd": "267891234567"
2772
+ * }
2773
+ * ]
2774
+ * }
2775
+ */
2776
+ "application/json": components["schemas"]["InstitutionalManagerSearchResponse"];
2781
2777
  };
2782
2778
  };
2783
- /** @description The feed query parameters are invalid. */
2779
+ /** @description The query is missing, invalid, or has unsupported keys. */
2784
2780
  400: {
2785
2781
  headers: {
2786
2782
  [name: string]: unknown;
2787
2783
  };
2788
2784
  content: {
2789
- "application/json": components["schemas"]["InsiderTransactionFeedBadRequestResponse"];
2785
+ "application/json": components["schemas"]["InstitutionalManagerSearchBadRequestResponse"];
2790
2786
  };
2791
2787
  };
2792
2788
  /** @description The request is missing a valid Chadwin API key. */
@@ -2833,25 +2829,19 @@ interface operations {
2833
2829
  };
2834
2830
  };
2835
2831
  };
2836
- listInstitutionalFilingFeed: {
2832
+ getInstitutionalManager: {
2837
2833
  parameters: {
2838
- query?: {
2839
- /** @description Use `next_cursor` from the previous response to continue where you left off. The cursor is bound to this feed, the normalized `forms` filter, and the page size. Do not use `cursor` and `start` together. Omit both to get the most recent filing updates. */
2840
- cursor?: string;
2841
- /** @description Optional comma-separated 13F form types to include. Supported forms: 13F-HR, 13F-HR/A, 13F-NT, 13F-NT/A. Omitted or empty means all supported forms. */
2842
- forms?: string;
2843
- /** @description Page size from 1 through 1000. */
2844
- limit?: string;
2845
- /** @description Set `start` to `now` to skip existing updates. The response contains no items and gives you a cursor for updates published after your request. Do not use `cursor` and `start` together. */
2846
- start?: string;
2847
- };
2834
+ query?: never;
2848
2835
  header?: never;
2849
- path?: never;
2836
+ path: {
2837
+ /** @description SEC Form 13F file number */
2838
+ form_13f_file_number: string;
2839
+ };
2850
2840
  cookie?: never;
2851
2841
  };
2852
2842
  requestBody?: never;
2853
2843
  responses: {
2854
- /** @description Published institutional holdings filing feed updates. */
2844
+ /** @description Institutional manager profile. */
2855
2845
  200: {
2856
2846
  headers: {
2857
2847
  "Cache-Control"?: string;
@@ -2861,16 +2851,34 @@ interface operations {
2861
2851
  [name: string]: unknown;
2862
2852
  };
2863
2853
  content: {
2864
- "application/json": components["schemas"]["InstitutionalFilingFeedResponse"];
2854
+ /**
2855
+ * @example {
2856
+ * "latest_period": {
2857
+ * "accepted_at": "2026-05-15T20:12:34.000Z",
2858
+ * "holdings": {
2859
+ * "total_count": 124,
2860
+ * "total_value_usd": "267891234567",
2861
+ * "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
2862
+ * },
2863
+ * "period_of_report": "2026-03-31"
2864
+ * },
2865
+ * "manager": {
2866
+ * "cik": "0001067983",
2867
+ * "form_13f_file_number": "028-04545",
2868
+ * "name": "Berkshire Hathaway Inc."
2869
+ * }
2870
+ * }
2871
+ */
2872
+ "application/json": components["schemas"]["InstitutionalManagerDetailResponse"];
2865
2873
  };
2866
2874
  };
2867
- /** @description The feed query parameters are invalid. */
2875
+ /** @description The Form 13F file number is invalid. */
2868
2876
  400: {
2869
2877
  headers: {
2870
2878
  [name: string]: unknown;
2871
2879
  };
2872
2880
  content: {
2873
- "application/json": components["schemas"]["InstitutionalHoldingFeedBadRequestResponse"];
2881
+ "application/json": components["schemas"]["InstitutionalHoldingsBadRequestResponse"];
2874
2882
  };
2875
2883
  };
2876
2884
  /** @description The request is missing a valid Chadwin API key. */
@@ -2891,6 +2899,15 @@ interface operations {
2891
2899
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2892
2900
  };
2893
2901
  };
2902
+ /** @description The requested manager was not found. */
2903
+ 404: {
2904
+ headers: {
2905
+ [name: string]: unknown;
2906
+ };
2907
+ content: {
2908
+ "application/json": components["schemas"]["ErrorResponse"];
2909
+ };
2910
+ };
2894
2911
  /** @description The request exceeded a rate limit. */
2895
2912
  429: {
2896
2913
  headers: {
@@ -2917,25 +2934,26 @@ interface operations {
2917
2934
  };
2918
2935
  };
2919
2936
  };
2920
- listInstitutionalManagers: {
2937
+ listInstitutionalManagerHoldings: {
2921
2938
  parameters: {
2922
- query?: {
2923
- /** @description Opaque next_cursor from the prior page. Keep the same filters and page size. */
2939
+ query: {
2940
+ /** @description Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period. */
2941
+ period: string;
2942
+ /** @description Opaque next_cursor from the prior page. Keep the same resource identifiers and page size. If the bound filing or manager-period revision changed, restart without a cursor. */
2924
2943
  cursor?: string;
2925
- /** @description Page size from 1 through 1000. */
2944
+ /** @description Page size from 1 through 5000. */
2926
2945
  limit?: string;
2927
- /** @description Optional Form 13F file-number filter for source filers associated with a manager profile. */
2928
- form_13f_file_number?: string;
2929
- /** @description Optional manager CIK filter for source filers associated with a manager profile. */
2930
- cik?: string;
2931
2946
  };
2932
2947
  header?: never;
2933
- path?: never;
2948
+ path: {
2949
+ /** @description SEC Form 13F file number */
2950
+ form_13f_file_number: string;
2951
+ };
2934
2952
  cookie?: never;
2935
2953
  };
2936
2954
  requestBody?: never;
2937
2955
  responses: {
2938
- /** @description Paginated institutional manager profiles. */
2956
+ /** @description Paginated effective institutional manager holdings. */
2939
2957
  200: {
2940
2958
  headers: {
2941
2959
  "Cache-Control"?: string;
@@ -2948,21 +2966,49 @@ interface operations {
2948
2966
  /**
2949
2967
  * @example {
2950
2968
  * "has_more": false,
2951
- * "managers": [
2969
+ * "holdings": [
2952
2970
  * {
2953
- * "cik": "0001067983",
2954
- * "form_13f_file_number": "028-04545",
2955
- * "holding_count": 124,
2956
- * "latest_accepted_at": "2026-05-15T20:12:34.000Z",
2957
- * "latest_period_of_report": "2026-03-31",
2958
- * "name": "Berkshire Hathaway Inc.",
2959
- * "total_value_usd": "267891234567"
2971
+ * "investment_discretion": "SOLE",
2972
+ * "other_managers": [],
2973
+ * "position": {
2974
+ * "amount": "1245000",
2975
+ * "market_value_usd": "221563000",
2976
+ * "type": "shares"
2977
+ * },
2978
+ * "security": {
2979
+ * "company": {
2980
+ * "cik": "0000320193",
2981
+ * "exchange": "NASDAQ",
2982
+ * "name": "Apple Inc.",
2983
+ * "ticker": "AAPL"
2984
+ * },
2985
+ * "issuer": "APPLE INC",
2986
+ * "option_type": null,
2987
+ * "title_of_class": "COM"
2988
+ * },
2989
+ * "source": {
2990
+ * "accession_number": "0000950123-26-004321"
2991
+ * },
2992
+ * "voting_authority": {
2993
+ * "none": "0",
2994
+ * "shared": "0",
2995
+ * "sole": "1245000"
2996
+ * }
2960
2997
  * }
2961
2998
  * ],
2962
- * "next_cursor": "cur_request_bound_example"
2999
+ * "manager": {
3000
+ * "cik": "0001067983",
3001
+ * "form_13f_file_number": "028-04545",
3002
+ * "name": "Berkshire Hathaway Inc."
3003
+ * },
3004
+ * "next_cursor": "cur_request_bound_example",
3005
+ * "period": {
3006
+ * "accepted_at": "2026-05-15T20:12:34.000Z",
3007
+ * "period_of_report": "2026-03-31"
3008
+ * }
2963
3009
  * }
2964
3010
  */
2965
- "application/json": components["schemas"]["InstitutionalManagersResponse"];
3011
+ "application/json": components["schemas"]["InstitutionalManagerHoldingsResponse"];
2966
3012
  };
2967
3013
  };
2968
3014
  /** @description The query parameters are invalid. */
@@ -2992,6 +3038,24 @@ interface operations {
2992
3038
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
2993
3039
  };
2994
3040
  };
3041
+ /** @description The requested manager or report period was not found. */
3042
+ 404: {
3043
+ headers: {
3044
+ [name: string]: unknown;
3045
+ };
3046
+ content: {
3047
+ "application/json": components["schemas"]["ErrorResponse"];
3048
+ };
3049
+ };
3050
+ /** @description The manager-period holdings changed after the cursor was issued. Restart pagination from the first page. */
3051
+ 409: {
3052
+ headers: {
3053
+ [name: string]: unknown;
3054
+ };
3055
+ content: {
3056
+ "application/json": components["schemas"]["ErrorResponse"];
3057
+ };
3058
+ };
2995
3059
  /** @description The request exceeded a rate limit. */
2996
3060
  429: {
2997
3061
  headers: {
@@ -3007,6 +3071,15 @@ interface operations {
3007
3071
  "application/json": components["schemas"]["ErrorResponse"];
3008
3072
  };
3009
3073
  };
3074
+ /** @description The response could not be constructed. */
3075
+ 500: {
3076
+ headers: {
3077
+ [name: string]: unknown;
3078
+ };
3079
+ content: {
3080
+ "application/json": components["schemas"]["ErrorResponse"];
3081
+ };
3082
+ };
3010
3083
  /** @description The database is unavailable. */
3011
3084
  503: {
3012
3085
  headers: {
@@ -3018,19 +3091,19 @@ interface operations {
3018
3091
  };
3019
3092
  };
3020
3093
  };
3021
- searchInstitutionalManagers: {
3094
+ listInstitutionalManagerPeriods: {
3022
3095
  parameters: {
3023
- query: {
3024
- /** @description Manager name, current source-filer name, Form 13F file number, or padded or unpadded CIK. */
3025
- query: string;
3026
- };
3096
+ query?: never;
3027
3097
  header?: never;
3028
- path?: never;
3098
+ path: {
3099
+ /** @description SEC Form 13F file number */
3100
+ form_13f_file_number: string;
3101
+ };
3029
3102
  cookie?: never;
3030
3103
  };
3031
3104
  requestBody?: never;
3032
3105
  responses: {
3033
- /** @description Ranked institutional manager profiles. */
3106
+ /** @description Institutional manager report periods. */
3034
3107
  200: {
3035
3108
  headers: {
3036
3109
  "Cache-Control"?: string;
@@ -3042,29 +3115,34 @@ interface operations {
3042
3115
  content: {
3043
3116
  /**
3044
3117
  * @example {
3045
- * "managers": [
3118
+ * "manager": {
3119
+ * "cik": "0001067983",
3120
+ * "form_13f_file_number": "028-04545",
3121
+ * "name": "Berkshire Hathaway Inc."
3122
+ * },
3123
+ * "periods": [
3046
3124
  * {
3047
- * "cik": "0001067983",
3048
- * "form_13f_file_number": "028-04545",
3049
- * "holding_count": 124,
3050
- * "latest_accepted_at": "2026-05-15T20:12:34.000Z",
3051
- * "latest_period_of_report": "2026-03-31",
3052
- * "name": "Berkshire Hathaway Inc.",
3053
- * "total_value_usd": "267891234567"
3125
+ * "accepted_at": "2026-05-15T20:12:34.000Z",
3126
+ * "holdings": {
3127
+ * "total_count": 124,
3128
+ * "total_value_usd": "267891234567",
3129
+ * "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
3130
+ * },
3131
+ * "period_of_report": "2026-03-31"
3054
3132
  * }
3055
3133
  * ]
3056
3134
  * }
3057
3135
  */
3058
- "application/json": components["schemas"]["InstitutionalManagerSearchResponse"];
3136
+ "application/json": components["schemas"]["InstitutionalManagerPeriodsResponse"];
3059
3137
  };
3060
3138
  };
3061
- /** @description The query is missing, invalid, or has unsupported keys. */
3139
+ /** @description The Form 13F file number is invalid. */
3062
3140
  400: {
3063
3141
  headers: {
3064
3142
  [name: string]: unknown;
3065
3143
  };
3066
3144
  content: {
3067
- "application/json": components["schemas"]["InstitutionalManagerSearchBadRequestResponse"];
3145
+ "application/json": components["schemas"]["InstitutionalHoldingsBadRequestResponse"];
3068
3146
  };
3069
3147
  };
3070
3148
  /** @description The request is missing a valid Chadwin API key. */
@@ -3085,6 +3163,15 @@ interface operations {
3085
3163
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3086
3164
  };
3087
3165
  };
3166
+ /** @description The requested manager was not found. */
3167
+ 404: {
3168
+ headers: {
3169
+ [name: string]: unknown;
3170
+ };
3171
+ content: {
3172
+ "application/json": components["schemas"]["ErrorResponse"];
3173
+ };
3174
+ };
3088
3175
  /** @description The request exceeded a rate limit. */
3089
3176
  429: {
3090
3177
  headers: {
@@ -3111,9 +3198,16 @@ interface operations {
3111
3198
  };
3112
3199
  };
3113
3200
  };
3114
- getInstitutionalManager: {
3201
+ listInstitutionalManagerPositions: {
3115
3202
  parameters: {
3116
- query?: never;
3203
+ query: {
3204
+ /** @description Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period. */
3205
+ period: string;
3206
+ /** @description Opaque next_cursor from the prior page. Keep the same resource identifiers and page size. If the bound filing or manager-period revision changed, restart without a cursor. */
3207
+ cursor?: string;
3208
+ /** @description Page size from 1 through 5000. */
3209
+ limit?: string;
3210
+ };
3117
3211
  header?: never;
3118
3212
  path: {
3119
3213
  /** @description SEC Form 13F file number */
@@ -3123,7 +3217,7 @@ interface operations {
3123
3217
  };
3124
3218
  requestBody?: never;
3125
3219
  responses: {
3126
- /** @description Institutional manager profile. */
3220
+ /** @description Paginated consolidated institutional manager positions. */
3127
3221
  200: {
3128
3222
  headers: {
3129
3223
  "Cache-Control"?: string;
@@ -3135,26 +3229,49 @@ interface operations {
3135
3229
  content: {
3136
3230
  /**
3137
3231
  * @example {
3138
- * "latest_period": {
3139
- * "accepted_at": "2026-05-15T20:12:34.000Z",
3140
- * "holdings": {
3141
- * "total_count": 124,
3142
- * "total_value_usd": "267891234567",
3143
- * "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
3144
- * },
3145
- * "period_of_report": "2026-03-31"
3146
- * },
3232
+ * "has_more": false,
3147
3233
  * "manager": {
3148
3234
  * "cik": "0001067983",
3149
3235
  * "form_13f_file_number": "028-04545",
3150
3236
  * "name": "Berkshire Hathaway Inc."
3151
- * }
3237
+ * },
3238
+ * "next_cursor": null,
3239
+ * "period": {
3240
+ * "accepted_at": "2026-05-15T20:12:34.000Z",
3241
+ * "period_of_report": "2026-03-31"
3242
+ * },
3243
+ * "positions": [
3244
+ * {
3245
+ * "position": {
3246
+ * "amount": "1245000",
3247
+ * "market_value_usd": "221563000",
3248
+ * "type": "shares"
3249
+ * },
3250
+ * "reported_holding_count": 3,
3251
+ * "security": {
3252
+ * "company": {
3253
+ * "cik": "0000320193",
3254
+ * "exchange": "NASDAQ",
3255
+ * "name": "Apple Inc.",
3256
+ * "ticker": "AAPL"
3257
+ * },
3258
+ * "issuer": "APPLE INC",
3259
+ * "option_type": null,
3260
+ * "title_of_class": "COM"
3261
+ * },
3262
+ * "voting_authority": {
3263
+ * "none": "0",
3264
+ * "shared": "0",
3265
+ * "sole": "1245000"
3266
+ * }
3267
+ * }
3268
+ * ]
3152
3269
  * }
3153
3270
  */
3154
- "application/json": components["schemas"]["InstitutionalManagerDetailResponse"];
3271
+ "application/json": components["schemas"]["InstitutionalManagerPositionsResponse"];
3155
3272
  };
3156
3273
  };
3157
- /** @description The Form 13F file number is invalid. */
3274
+ /** @description The query parameters are invalid. */
3158
3275
  400: {
3159
3276
  headers: {
3160
3277
  [name: string]: unknown;
@@ -3181,7 +3298,7 @@ interface operations {
3181
3298
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3182
3299
  };
3183
3300
  };
3184
- /** @description The requested manager was not found. */
3301
+ /** @description The requested manager or report period was not found. */
3185
3302
  404: {
3186
3303
  headers: {
3187
3304
  [name: string]: unknown;
@@ -3190,6 +3307,15 @@ interface operations {
3190
3307
  "application/json": components["schemas"]["ErrorResponse"];
3191
3308
  };
3192
3309
  };
3310
+ /** @description The manager-period holdings changed after the cursor was issued. Restart pagination from the first page. */
3311
+ 409: {
3312
+ headers: {
3313
+ [name: string]: unknown;
3314
+ };
3315
+ content: {
3316
+ "application/json": components["schemas"]["ErrorResponse"];
3317
+ };
3318
+ };
3193
3319
  /** @description The request exceeded a rate limit. */
3194
3320
  429: {
3195
3321
  headers: {
@@ -3216,26 +3342,27 @@ interface operations {
3216
3342
  };
3217
3343
  };
3218
3344
  };
3219
- listInstitutionalManagerHoldings: {
3345
+ listProposedSales: {
3220
3346
  parameters: {
3221
3347
  query: {
3222
- /** @description Opaque next_cursor from the prior page. Keep the same resource identifiers and page size. If the bound filing or manager-period revision changed, restart without a cursor. */
3348
+ from: string;
3349
+ /** @description Company tickers; mutually exclusive with ciks. */
3350
+ tickers?: string;
3351
+ /** @description Filing entity CIKs; mutually exclusive with tickers. Reference rows are not required. */
3352
+ ciks?: string;
3353
+ until?: string;
3354
+ /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. Old cursors or changed ticker resolution return invalid_cursor; restart from the first page. */
3223
3355
  cursor?: string;
3224
- /** @description Page size from 1 through 5000. */
3356
+ /** @description Rows per page from 1 through 1000. Defaults to 1000. */
3225
3357
  limit?: string;
3226
- /** @description Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period. */
3227
- period: string;
3228
3358
  };
3229
3359
  header?: never;
3230
- path: {
3231
- /** @description SEC Form 13F file number */
3232
- form_13f_file_number: string;
3233
- };
3360
+ path?: never;
3234
3361
  cookie?: never;
3235
3362
  };
3236
3363
  requestBody?: never;
3237
3364
  responses: {
3238
- /** @description Paginated effective institutional manager holdings. */
3365
+ /** @description Form 144 proposed-sale rows */
3239
3366
  200: {
3240
3367
  headers: {
3241
3368
  "Cache-Control"?: string;
@@ -3248,58 +3375,46 @@ interface operations {
3248
3375
  /**
3249
3376
  * @example {
3250
3377
  * "has_more": false,
3251
- * "holdings": [
3378
+ * "next_cursor": null,
3379
+ * "proposed_sales": [
3252
3380
  * {
3253
- * "investment_discretion": "SOLE",
3254
- * "other_managers": [],
3255
- * "position": {
3256
- * "amount": "1245000",
3257
- * "market_value_usd": "221563000",
3258
- * "type": "shares"
3259
- * },
3260
- * "security": {
3261
- * "company": {
3262
- * "cik": "0000320193",
3263
- * "exchange": "NASDAQ",
3264
- * "name": "Apple Inc.",
3265
- * "ticker": "AAPL"
3266
- * },
3267
- * "issuer": "APPLE INC",
3268
- * "option_type": null,
3269
- * "title_of_class": "COM"
3381
+ * "accepted_at": "2026-07-29T18:04:05.000Z",
3382
+ * "accession_number": "0001140361-26-030001",
3383
+ * "amount": "100",
3384
+ * "approximate_sale_date": "2026-07-30",
3385
+ * "issuer": {
3386
+ * "cik": "0000320193",
3387
+ * "name": "Apple Inc.",
3388
+ * "ticker": "AAPL"
3270
3389
  * },
3271
- * "source": {
3272
- * "accession_number": "0000950123-26-004321"
3390
+ * "market_value": "20000.00",
3391
+ * "reporting_person": {
3392
+ * "cik": "0002100523",
3393
+ * "name": "Example Reporting Person",
3394
+ * "relationships": [
3395
+ * "Officer"
3396
+ * ]
3273
3397
  * },
3274
- * "voting_authority": {
3275
- * "none": "0",
3276
- * "shared": "0",
3277
- * "sole": "1245000"
3278
- * }
3398
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm",
3399
+ * "security": "Common Stock",
3400
+ * "source_row_index": 1
3279
3401
  * }
3280
- * ],
3281
- * "manager": {
3282
- * "cik": "0001067983",
3283
- * "form_13f_file_number": "028-04545",
3284
- * "name": "Berkshire Hathaway Inc."
3285
- * },
3286
- * "next_cursor": "cur_request_bound_example",
3287
- * "period": {
3288
- * "accepted_at": "2026-05-15T20:12:34.000Z",
3289
- * "period_of_report": "2026-03-31"
3290
- * }
3402
+ * ]
3291
3403
  * }
3292
3404
  */
3293
- "application/json": components["schemas"]["InstitutionalManagerHoldingsResponse"];
3405
+ "application/json": components["schemas"]["ProposedSalesResponse"];
3294
3406
  };
3295
3407
  };
3296
- /** @description The query parameters are invalid. */
3408
+ /** @description The query parameters or pagination cursor are invalid */
3297
3409
  400: {
3298
3410
  headers: {
3299
3411
  [name: string]: unknown;
3300
3412
  };
3301
3413
  content: {
3302
- "application/json": components["schemas"]["InstitutionalHoldingsBadRequestResponse"];
3414
+ "application/json": {
3415
+ /** @enum {string} */
3416
+ error: "invalid_cursor" | "invalid_date_window" | "invalid_limit" | "invalid_query_parameters";
3417
+ };
3303
3418
  };
3304
3419
  };
3305
3420
  /** @description The request is missing a valid Chadwin API key. */
@@ -3320,7 +3435,7 @@ interface operations {
3320
3435
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3321
3436
  };
3322
3437
  };
3323
- /** @description The requested manager or report period was not found. */
3438
+ /** @description A ticker was not found */
3324
3439
  404: {
3325
3440
  headers: {
3326
3441
  [name: string]: unknown;
@@ -3329,7 +3444,7 @@ interface operations {
3329
3444
  "application/json": components["schemas"]["ErrorResponse"];
3330
3445
  };
3331
3446
  };
3332
- /** @description The manager-period holdings changed after the cursor was issued. Restart pagination from the first page. */
3447
+ /** @description A ticker resolves to multiple companies */
3333
3448
  409: {
3334
3449
  headers: {
3335
3450
  [name: string]: unknown;
@@ -3353,16 +3468,7 @@ interface operations {
3353
3468
  "application/json": components["schemas"]["ErrorResponse"];
3354
3469
  };
3355
3470
  };
3356
- /** @description The response could not be constructed. */
3357
- 500: {
3358
- headers: {
3359
- [name: string]: unknown;
3360
- };
3361
- content: {
3362
- "application/json": components["schemas"]["ErrorResponse"];
3363
- };
3364
- };
3365
- /** @description The database is unavailable. */
3471
+ /** @description The database is unavailable */
3366
3472
  503: {
3367
3473
  headers: {
3368
3474
  [name: string]: unknown;
@@ -3373,22 +3479,22 @@ interface operations {
3373
3479
  };
3374
3480
  };
3375
3481
  };
3376
- listInstitutionalManagerPeriods: {
3482
+ getSecCompanyReport: {
3377
3483
  parameters: {
3378
3484
  query?: never;
3379
3485
  header?: never;
3380
3486
  path: {
3381
- /** @description SEC Form 13F file number */
3382
- form_13f_file_number: string;
3487
+ accession: string;
3383
3488
  };
3384
3489
  cookie?: never;
3385
3490
  };
3386
3491
  requestBody?: never;
3387
3492
  responses: {
3388
- /** @description Institutional manager report periods. */
3493
+ /** @description Company report metadata */
3389
3494
  200: {
3390
3495
  headers: {
3391
3496
  "Cache-Control"?: string;
3497
+ ETag?: string;
3392
3498
  "X-Billing-Period-Quota-Limit"?: string;
3393
3499
  "X-Billing-Period-Quota-Remaining"?: string;
3394
3500
  "X-Billing-Period-Quota-Reset"?: string;
@@ -3397,34 +3503,31 @@ interface operations {
3397
3503
  content: {
3398
3504
  /**
3399
3505
  * @example {
3400
- * "manager": {
3401
- * "cik": "0001067983",
3402
- * "form_13f_file_number": "028-04545",
3403
- * "name": "Berkshire Hathaway Inc."
3506
+ * "accepted_at": "2025-08-01T10:00:42.000Z",
3507
+ * "accession_number": "0000320193-25-000073",
3508
+ * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
3509
+ * "fiscal_period": "Q3",
3510
+ * "fiscal_year": 2025,
3511
+ * "form": "10-Q",
3512
+ * "issuer": {
3513
+ * "cik": "0000320193",
3514
+ * "name": "Apple Inc.",
3515
+ * "ticker": "AAPL"
3404
3516
  * },
3405
- * "periods": [
3406
- * {
3407
- * "accepted_at": "2026-05-15T20:12:34.000Z",
3408
- * "holdings": {
3409
- * "total_count": 124,
3410
- * "total_value_usd": "267891234567",
3411
- * "url": "/v1/institutional-managers/028-04545/holdings?period=2026-03-31"
3412
- * },
3413
- * "period_of_report": "2026-03-31"
3414
- * }
3415
- * ]
3517
+ * "period_end_date": "2025-06-28",
3518
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
3416
3519
  * }
3417
3520
  */
3418
- "application/json": components["schemas"]["InstitutionalManagerPeriodsResponse"];
3521
+ "application/json": components["schemas"]["CompanyReportResponse"];
3419
3522
  };
3420
3523
  };
3421
- /** @description The Form 13F file number is invalid. */
3524
+ /** @description The accession is invalid */
3422
3525
  400: {
3423
3526
  headers: {
3424
3527
  [name: string]: unknown;
3425
3528
  };
3426
3529
  content: {
3427
- "application/json": components["schemas"]["InstitutionalHoldingsBadRequestResponse"];
3530
+ "application/json": components["schemas"]["ErrorResponse"];
3428
3531
  };
3429
3532
  };
3430
3533
  /** @description The request is missing a valid Chadwin API key. */
@@ -3445,7 +3548,7 @@ interface operations {
3445
3548
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3446
3549
  };
3447
3550
  };
3448
- /** @description The requested manager was not found. */
3551
+ /** @description The company report was not found */
3449
3552
  404: {
3450
3553
  headers: {
3451
3554
  [name: string]: unknown;
@@ -3469,7 +3572,7 @@ interface operations {
3469
3572
  "application/json": components["schemas"]["ErrorResponse"];
3470
3573
  };
3471
3574
  };
3472
- /** @description The database is unavailable. */
3575
+ /** @description The filing catalog is unavailable */
3473
3576
  503: {
3474
3577
  headers: {
3475
3578
  [name: string]: unknown;
@@ -3480,86 +3583,41 @@ interface operations {
3480
3583
  };
3481
3584
  };
3482
3585
  };
3483
- listInstitutionalManagerPositions: {
3586
+ getSecCompanyReportContent: {
3484
3587
  parameters: {
3485
- query: {
3486
- /** @description Opaque next_cursor from the prior page. Keep the same resource identifiers and page size. If the bound filing or manager-period revision changed, restart without a cursor. */
3487
- cursor?: string;
3488
- /** @description Page size from 1 through 5000. */
3489
- limit?: string;
3490
- /** @description Required report period. Use latest for the latest available manager period, or YYYY-MM-DD for a concrete period. */
3491
- period: string;
3492
- };
3588
+ query?: never;
3493
3589
  header?: never;
3494
3590
  path: {
3495
- /** @description SEC Form 13F file number */
3496
- form_13f_file_number: string;
3591
+ accession: string;
3497
3592
  };
3498
3593
  cookie?: never;
3499
3594
  };
3500
3595
  requestBody?: never;
3501
3596
  responses: {
3502
- /** @description Paginated consolidated institutional manager positions. */
3597
+ /** @description Company report HTML */
3503
3598
  200: {
3504
3599
  headers: {
3505
3600
  "Cache-Control"?: string;
3601
+ "Content-Security-Policy"?: string;
3602
+ ETag?: string;
3506
3603
  "X-Billing-Period-Quota-Limit"?: string;
3507
3604
  "X-Billing-Period-Quota-Remaining"?: string;
3508
3605
  "X-Billing-Period-Quota-Reset"?: string;
3606
+ "X-Content-Type-Options"?: string;
3509
3607
  [name: string]: unknown;
3510
3608
  };
3511
3609
  content: {
3512
- /**
3513
- * @example {
3514
- * "has_more": false,
3515
- * "manager": {
3516
- * "cik": "0001067983",
3517
- * "form_13f_file_number": "028-04545",
3518
- * "name": "Berkshire Hathaway Inc."
3519
- * },
3520
- * "next_cursor": null,
3521
- * "period": {
3522
- * "accepted_at": "2026-05-15T20:12:34.000Z",
3523
- * "period_of_report": "2026-03-31"
3524
- * },
3525
- * "positions": [
3526
- * {
3527
- * "position": {
3528
- * "amount": "1245000",
3529
- * "market_value_usd": "221563000",
3530
- * "type": "shares"
3531
- * },
3532
- * "reported_holding_count": 3,
3533
- * "security": {
3534
- * "company": {
3535
- * "cik": "0000320193",
3536
- * "exchange": "NASDAQ",
3537
- * "name": "Apple Inc.",
3538
- * "ticker": "AAPL"
3539
- * },
3540
- * "issuer": "APPLE INC",
3541
- * "option_type": null,
3542
- * "title_of_class": "COM"
3543
- * },
3544
- * "voting_authority": {
3545
- * "none": "0",
3546
- * "shared": "0",
3547
- * "sole": "1245000"
3548
- * }
3549
- * }
3550
- * ]
3551
- * }
3552
- */
3553
- "application/json": components["schemas"]["InstitutionalManagerPositionsResponse"];
3610
+ /** @example <!doctype html><html><body><h1>Company report</h1></body></html> */
3611
+ "text/html": string;
3554
3612
  };
3555
3613
  };
3556
- /** @description The query parameters are invalid. */
3614
+ /** @description The accession is invalid */
3557
3615
  400: {
3558
3616
  headers: {
3559
3617
  [name: string]: unknown;
3560
3618
  };
3561
3619
  content: {
3562
- "application/json": components["schemas"]["InstitutionalHoldingsBadRequestResponse"];
3620
+ "application/json": components["schemas"]["ErrorResponse"];
3563
3621
  };
3564
3622
  };
3565
3623
  /** @description The request is missing a valid Chadwin API key. */
@@ -3580,7 +3638,7 @@ interface operations {
3580
3638
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3581
3639
  };
3582
3640
  };
3583
- /** @description The requested manager or report period was not found. */
3641
+ /** @description The company report was not found */
3584
3642
  404: {
3585
3643
  headers: {
3586
3644
  [name: string]: unknown;
@@ -3589,15 +3647,6 @@ interface operations {
3589
3647
  "application/json": components["schemas"]["ErrorResponse"];
3590
3648
  };
3591
3649
  };
3592
- /** @description The manager-period holdings changed after the cursor was issued. Restart pagination from the first page. */
3593
- 409: {
3594
- headers: {
3595
- [name: string]: unknown;
3596
- };
3597
- content: {
3598
- "application/json": components["schemas"]["ErrorResponse"];
3599
- };
3600
- };
3601
3650
  /** @description The request exceeded a rate limit. */
3602
3651
  429: {
3603
3652
  headers: {
@@ -3613,7 +3662,7 @@ interface operations {
3613
3662
  "application/json": components["schemas"]["ErrorResponse"];
3614
3663
  };
3615
3664
  };
3616
- /** @description The database is unavailable. */
3665
+ /** @description The catalog or prepared HTML is unavailable */
3617
3666
  503: {
3618
3667
  headers: {
3619
3668
  [name: string]: unknown;
@@ -3624,16 +3673,21 @@ interface operations {
3624
3673
  };
3625
3674
  };
3626
3675
  };
3627
- listProposedSales: {
3676
+ listCurrentReports: {
3628
3677
  parameters: {
3629
3678
  query: {
3630
- /** @description Opaque next_cursor from the preceding page. Keep the same filters and limit. */
3631
- cursor?: string;
3632
- /** @description Rows per page from 1 through 1000. Defaults to 1000. */
3633
- limit?: string;
3634
3679
  from: string;
3680
+ /** @description Optional filer CIK, up to ten digits; no ticker required. */
3681
+ cik?: string;
3635
3682
  until?: string;
3636
- tickers?: string;
3683
+ /** @description Comma-separated 8-K, 8-K/A, 6-K, 6-K/A; all by default. */
3684
+ forms?: string;
3685
+ /** @description Comma-separated exact 8-K item codes, matched with any-match semantics. */
3686
+ items?: string;
3687
+ /** @description Page size 1–1000; default 500. */
3688
+ limit?: string;
3689
+ /** @description Continuation cursor. Keep filters and page size unchanged. */
3690
+ cursor?: string;
3637
3691
  };
3638
3692
  header?: never;
3639
3693
  path?: never;
@@ -3641,10 +3695,11 @@ interface operations {
3641
3695
  };
3642
3696
  requestBody?: never;
3643
3697
  responses: {
3644
- /** @description Form 144 proposed-sale rows */
3698
+ /** @description Current report history */
3645
3699
  200: {
3646
3700
  headers: {
3647
3701
  "Cache-Control"?: string;
3702
+ ETag?: string;
3648
3703
  "X-Billing-Period-Quota-Limit"?: string;
3649
3704
  "X-Billing-Period-Quota-Remaining"?: string;
3650
3705
  "X-Billing-Period-Quota-Reset"?: string;
@@ -3653,47 +3708,43 @@ interface operations {
3653
3708
  content: {
3654
3709
  /**
3655
3710
  * @example {
3656
- * "has_more": false,
3657
- * "next_cursor": null,
3658
- * "proposed_sales": [
3711
+ * "filings": [
3659
3712
  * {
3660
- * "accepted_at": "2026-07-29T18:04:05.000Z",
3661
- * "accession_number": "0001140361-26-030001",
3662
- * "amount": "100",
3663
- * "approximate_sale_date": "2026-07-30",
3713
+ * "accepted_at": "2026-08-18T12:00:00.000Z",
3714
+ * "accession_number": "0000320193-26-000001",
3715
+ * "content_url": "/v1/sec/current-reports/0000320193-26-000001/content.html",
3716
+ * "event_date": "2026-08-17",
3717
+ * "filed_at": "2026-08-18",
3718
+ * "fiscal_period": null,
3719
+ * "fiscal_year": null,
3720
+ * "form": "8-K",
3664
3721
  * "issuer": {
3665
3722
  * "cik": "0000320193",
3666
3723
  * "name": "Apple Inc.",
3667
3724
  * "ticker": "AAPL"
3668
3725
  * },
3669
- * "market_value": "20000.00",
3670
- * "reporting_person": {
3671
- * "cik": "0002100523",
3672
- * "name": "Example Reporting Person",
3673
- * "relationships": [
3674
- * "Officer"
3675
- * ]
3676
- * },
3677
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000114036126030001/0001140361-26-030001-index.htm",
3678
- * "security": "Common Stock",
3679
- * "source_row_index": 1
3726
+ * "item_codes": [
3727
+ * "2.02",
3728
+ * "9.01"
3729
+ * ],
3730
+ * "report_date": null,
3731
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
3680
3732
  * }
3681
- * ]
3733
+ * ],
3734
+ * "has_more": false,
3735
+ * "next_cursor": null
3682
3736
  * }
3683
3737
  */
3684
- "application/json": components["schemas"]["ProposedSalesResponse"];
3738
+ "application/json": components["schemas"]["CurrentReportPage"];
3685
3739
  };
3686
3740
  };
3687
- /** @description The query parameters or pagination cursor are invalid */
3741
+ /** @description Invalid identifier, filters, limit or cursor */
3688
3742
  400: {
3689
3743
  headers: {
3690
3744
  [name: string]: unknown;
3691
3745
  };
3692
3746
  content: {
3693
- "application/json": {
3694
- /** @enum {string} */
3695
- error: "invalid_cursor" | "invalid_date_window" | "invalid_limit" | "invalid_tickers" | "unsupported_cursor";
3696
- };
3747
+ "application/json": components["schemas"]["ErrorResponse"];
3697
3748
  };
3698
3749
  };
3699
3750
  /** @description The request is missing a valid Chadwin API key. */
@@ -3729,7 +3780,7 @@ interface operations {
3729
3780
  "application/json": components["schemas"]["ErrorResponse"];
3730
3781
  };
3731
3782
  };
3732
- /** @description The database is unavailable */
3783
+ /** @description Required catalog data or prepared output is unavailable */
3733
3784
  503: {
3734
3785
  headers: {
3735
3786
  [name: string]: unknown;
@@ -3740,7 +3791,7 @@ interface operations {
3740
3791
  };
3741
3792
  };
3742
3793
  };
3743
- getSecCompanyReport: {
3794
+ getCurrentReport: {
3744
3795
  parameters: {
3745
3796
  query?: never;
3746
3797
  header?: never;
@@ -3751,7 +3802,7 @@ interface operations {
3751
3802
  };
3752
3803
  requestBody?: never;
3753
3804
  responses: {
3754
- /** @description Company report metadata */
3805
+ /** @description Current report metadata */
3755
3806
  200: {
3756
3807
  headers: {
3757
3808
  "Cache-Control"?: string;
@@ -3764,25 +3815,31 @@ interface operations {
3764
3815
  content: {
3765
3816
  /**
3766
3817
  * @example {
3767
- * "accepted_at": "2025-08-01T10:00:42.000Z",
3768
- * "accession_number": "0000320193-25-000073",
3769
- * "content_url": "/v1/sec/company-reports/0000320193-25-000073/content.html",
3770
- * "fiscal_period": "Q3",
3771
- * "fiscal_year": 2025,
3772
- * "form": "10-Q",
3818
+ * "accepted_at": "2026-08-18T12:00:00.000Z",
3819
+ * "accession_number": "0000320193-26-000001",
3820
+ * "content_url": "/v1/sec/current-reports/0000320193-26-000001/content.html",
3821
+ * "event_date": "2026-08-17",
3822
+ * "filed_at": "2026-08-18",
3823
+ * "fiscal_period": null,
3824
+ * "fiscal_year": null,
3825
+ * "form": "8-K",
3773
3826
  * "issuer": {
3774
3827
  * "cik": "0000320193",
3775
3828
  * "name": "Apple Inc.",
3776
3829
  * "ticker": "AAPL"
3777
3830
  * },
3778
- * "period_end_date": "2025-06-28",
3779
- * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-25-000073-index.htm"
3831
+ * "item_codes": [
3832
+ * "2.02",
3833
+ * "9.01"
3834
+ * ],
3835
+ * "report_date": null,
3836
+ * "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000001/0000320193-26-000001-index.htm"
3780
3837
  * }
3781
3838
  */
3782
- "application/json": components["schemas"]["CompanyReportResponse"];
3839
+ "application/json": components["schemas"]["CurrentReport"];
3783
3840
  };
3784
3841
  };
3785
- /** @description The accession is invalid */
3842
+ /** @description Invalid identifier, filters, limit or cursor */
3786
3843
  400: {
3787
3844
  headers: {
3788
3845
  [name: string]: unknown;
@@ -3809,7 +3866,7 @@ interface operations {
3809
3866
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3810
3867
  };
3811
3868
  };
3812
- /** @description The company report was not found */
3869
+ /** @description Current report not found */
3813
3870
  404: {
3814
3871
  headers: {
3815
3872
  [name: string]: unknown;
@@ -3833,7 +3890,7 @@ interface operations {
3833
3890
  "application/json": components["schemas"]["ErrorResponse"];
3834
3891
  };
3835
3892
  };
3836
- /** @description The filing catalog is unavailable */
3893
+ /** @description Required catalog data or prepared output is unavailable */
3837
3894
  503: {
3838
3895
  headers: {
3839
3896
  [name: string]: unknown;
@@ -3844,7 +3901,7 @@ interface operations {
3844
3901
  };
3845
3902
  };
3846
3903
  };
3847
- getSecCompanyReportContent: {
3904
+ getCurrentReportHtml: {
3848
3905
  parameters: {
3849
3906
  query?: never;
3850
3907
  header?: never;
@@ -3855,24 +3912,22 @@ interface operations {
3855
3912
  };
3856
3913
  requestBody?: never;
3857
3914
  responses: {
3858
- /** @description Company report HTML */
3915
+ /** @description Combined report HTML */
3859
3916
  200: {
3860
3917
  headers: {
3861
3918
  "Cache-Control"?: string;
3862
- "Content-Security-Policy"?: string;
3863
3919
  ETag?: string;
3864
3920
  "X-Billing-Period-Quota-Limit"?: string;
3865
3921
  "X-Billing-Period-Quota-Remaining"?: string;
3866
3922
  "X-Billing-Period-Quota-Reset"?: string;
3867
- "X-Content-Type-Options"?: string;
3868
3923
  [name: string]: unknown;
3869
3924
  };
3870
3925
  content: {
3871
- /** @example <!doctype html><html><body><h1>Company report</h1></body></html> */
3926
+ /** @example <!doctype html><html><body><p>Primary report</p><h2>Exhibit 99.1</h2><p>Release</p></body></html> */
3872
3927
  "text/html": string;
3873
3928
  };
3874
3929
  };
3875
- /** @description The accession is invalid */
3930
+ /** @description Invalid identifier, filters, limit or cursor */
3876
3931
  400: {
3877
3932
  headers: {
3878
3933
  [name: string]: unknown;
@@ -3899,7 +3954,7 @@ interface operations {
3899
3954
  "application/json": components["schemas"]["DatasetNotEntitledErrorResponse"];
3900
3955
  };
3901
3956
  };
3902
- /** @description The company report was not found */
3957
+ /** @description Current report not found */
3903
3958
  404: {
3904
3959
  headers: {
3905
3960
  [name: string]: unknown;
@@ -3923,7 +3978,7 @@ interface operations {
3923
3978
  "application/json": components["schemas"]["ErrorResponse"];
3924
3979
  };
3925
3980
  };
3926
- /** @description The catalog or prepared HTML is unavailable */
3981
+ /** @description Required catalog data or prepared output is unavailable */
3927
3982
  503: {
3928
3983
  headers: {
3929
3984
  [name: string]: unknown;
@@ -4557,6 +4612,24 @@ interface operations {
4557
4612
  }
4558
4613
 
4559
4614
  type CompanyReportForm = "10-K" | "10-Q" | "20-F" | "40-F";
4615
+ type CurrentReport = components["schemas"]["CurrentReport"];
4616
+ type CurrentReportForm = CurrentReport["form"];
4617
+ type CurrentReportFeedFamily = "8-K" | "6-K";
4618
+ type CurrentReportFeedPage = components["schemas"]["CurrentReportFeedPage"];
4619
+ type CurrentReportPage = components["schemas"]["CurrentReportPage"];
4620
+ interface CurrentReportListParams {
4621
+ from: string;
4622
+ until?: string;
4623
+ cik?: string;
4624
+ forms?: CurrentReportForm[];
4625
+ items?: string[];
4626
+ cursor?: string;
4627
+ limit?: number;
4628
+ }
4629
+ interface CurrentReportFeedFilters {
4630
+ forms?: CurrentReportFeedFamily[];
4631
+ limit?: number;
4632
+ }
4560
4633
  type CompanyReportFiscalPeriod = "FY" | "Q1" | "Q2" | "Q3";
4561
4634
  type CompanySelector = {
4562
4635
  ticker: string;
@@ -4640,6 +4713,7 @@ declare class HttpTransport {
4640
4713
 
4641
4714
  declare class Feeds {
4642
4715
  readonly companyReports: CompanyReportFeed;
4716
+ readonly currentReports: CurrentReportFeed;
4643
4717
  readonly insiderActivity: InsiderActivityFeed;
4644
4718
  readonly insiderTransactions: InsiderTransactionFeed;
4645
4719
  readonly institutionalFilings: InstitutionalFilingFeed;
@@ -4655,6 +4729,16 @@ declare class CompanyReportFeed {
4655
4729
  }): PromiseWithResponse<JsonResponse<"listCompanyReportFeed">>;
4656
4730
  startFromNow(filters?: CompanyReportFeedFilters): PromiseWithResponse<JsonResponse<"listCompanyReportFeed">>;
4657
4731
  }
4732
+ declare class CurrentReportFeed {
4733
+ #private;
4734
+ private readonly transport;
4735
+ constructor(transport: HttpTransport);
4736
+ listLatest(filters?: CurrentReportFeedFilters): PromiseWithResponse<JsonResponse<"listCurrentReportFeed">>;
4737
+ listAfter({ cursor, ...filters }: CurrentReportFeedFilters & {
4738
+ cursor: string;
4739
+ }): PromiseWithResponse<JsonResponse<"listCurrentReportFeed">>;
4740
+ startFromNow(filters?: CurrentReportFeedFilters): PromiseWithResponse<JsonResponse<"listCurrentReportFeed">>;
4741
+ }
4658
4742
  declare class InsiderActivityFeed {
4659
4743
  #private;
4660
4744
  private readonly transport;
@@ -4697,10 +4781,10 @@ declare class Companies {
4697
4781
  declare class CompanyReports {
4698
4782
  private readonly transport;
4699
4783
  constructor(transport: HttpTransport);
4700
- get({ accessionNumber, }: {
4784
+ getByAccession({ accessionNumber, }: {
4701
4785
  accessionNumber: string;
4702
4786
  }): PromiseWithResponse<JsonResponse<"getSecCompanyReport">>;
4703
- getForPeriod({ ticker, cik, fiscalYear, fiscalPeriod }: CompanySelector & {
4787
+ get({ ticker, cik, fiscalYear, fiscalPeriod }: CompanySelector & {
4704
4788
  fiscalYear: number;
4705
4789
  fiscalPeriod: CompanyReportFiscalPeriod;
4706
4790
  }): PromiseWithResponse<JsonResponse<"getCompanyReportsForPeriod">>;
@@ -4708,6 +4792,17 @@ declare class CompanyReports {
4708
4792
  accessionNumber: string;
4709
4793
  }): PromiseWithResponse<TextResponse<"getSecCompanyReportContent">>;
4710
4794
  }
4795
+ declare class CurrentReports {
4796
+ private readonly transport;
4797
+ constructor(transport: HttpTransport);
4798
+ list({ from, until, cik, forms, items, cursor, limit }: CurrentReportListParams): PromiseWithResponse<JsonResponse<"listCurrentReports">>;
4799
+ get({ accessionNumber }: {
4800
+ accessionNumber: string;
4801
+ }): PromiseWithResponse<JsonResponse<"getCurrentReport">>;
4802
+ getHtml({ accessionNumber }: {
4803
+ accessionNumber: string;
4804
+ }): PromiseWithResponse<TextResponse<"getCurrentReportHtml">>;
4805
+ }
4711
4806
  declare class FinancialStatements {
4712
4807
  private readonly transport;
4713
4808
  constructor(transport: HttpTransport);
@@ -4716,36 +4811,23 @@ declare class FinancialStatements {
4716
4811
  declare class InsiderTransactions {
4717
4812
  private readonly transport;
4718
4813
  constructor(transport: HttpTransport);
4719
- list({ cursor, from, limit, until, tickers, transactionCodes, }: {
4814
+ list({ cursor, from, limit, until, tickers, ciks, transactionCodes, }: {
4720
4815
  cursor?: string;
4721
4816
  from: string;
4722
4817
  limit?: number;
4723
4818
  until?: string;
4724
4819
  tickers?: string[];
4820
+ ciks?: string[];
4725
4821
  transactionCodes?: InsiderTransactionCode[];
4726
4822
  }): PromiseWithResponse<JsonResponse<"listInsiderTransactions">>;
4727
- listForCompany({ cursor, ticker, from, limit, until, transactionCodes, }: {
4728
- cursor?: string;
4729
- ticker: string;
4730
- from: string;
4731
- limit?: number;
4732
- until?: string;
4733
- transactionCodes?: InsiderTransactionCode[];
4734
- }): PromiseWithResponse<JsonResponse<"listCompanyInsiderTransactions">>;
4735
- iterate({ from, until, tickers, transactionCodes, limit, }: {
4823
+ iterate({ from, until, tickers, ciks, transactionCodes, limit, }: {
4736
4824
  from: string;
4737
4825
  until?: string;
4738
4826
  tickers?: string[];
4827
+ ciks?: string[];
4739
4828
  transactionCodes?: InsiderTransactionCode[];
4740
4829
  limit?: number;
4741
4830
  }): AsyncGenerator<JsonResponse<"listInsiderTransactions">["transactions"][number]>;
4742
- iterateForCompany({ ticker, from, until, transactionCodes, limit, }: {
4743
- ticker: string;
4744
- from: string;
4745
- until?: string;
4746
- transactionCodes?: InsiderTransactionCode[];
4747
- limit?: number;
4748
- }): AsyncGenerator<JsonResponse<"listCompanyInsiderTransactions">["transactions"][number]>;
4749
4831
  }
4750
4832
  declare class InsiderFilings {
4751
4833
  private readonly transport;
@@ -4757,32 +4839,21 @@ declare class InsiderFilings {
4757
4839
  declare class ProposedSales {
4758
4840
  private readonly transport;
4759
4841
  constructor(transport: HttpTransport);
4760
- list({ cursor, from, limit, until, tickers, }: {
4842
+ list({ cursor, from, limit, until, tickers, ciks, }: {
4761
4843
  cursor?: string;
4762
4844
  from: string;
4763
4845
  limit?: number;
4764
4846
  until?: string;
4765
4847
  tickers?: string[];
4848
+ ciks?: string[];
4766
4849
  }): PromiseWithResponse<JsonResponse<"listProposedSales">>;
4767
- listForCompany({ cursor, ticker, from, limit, until, }: {
4768
- cursor?: string;
4769
- ticker: string;
4770
- from: string;
4771
- limit?: number;
4772
- until?: string;
4773
- }): PromiseWithResponse<JsonResponse<"listCompanyProposedSales">>;
4774
- iterate({ from, until, tickers, limit, }: {
4850
+ iterate({ from, until, tickers, ciks, limit, }: {
4775
4851
  from: string;
4776
4852
  until?: string;
4777
4853
  tickers?: string[];
4854
+ ciks?: string[];
4778
4855
  limit?: number;
4779
4856
  }): AsyncGenerator<JsonResponse<"listProposedSales">["proposed_sales"][number]>;
4780
- iterateForCompany({ ticker, from, until, limit, }: {
4781
- ticker: string;
4782
- from: string;
4783
- until?: string;
4784
- limit?: number;
4785
- }): AsyncGenerator<JsonResponse<"listCompanyProposedSales">["proposed_sales"][number]>;
4786
4857
  getFiling({ accessionNumber, }: {
4787
4858
  accessionNumber: string;
4788
4859
  }): PromiseWithResponse<JsonResponse<"getSecProposedSaleFiling">>;
@@ -4857,6 +4928,7 @@ interface ClientOptions {
4857
4928
  declare class Chadwin {
4858
4929
  readonly companies: Companies;
4859
4930
  readonly companyReports: CompanyReports;
4931
+ readonly currentReports: CurrentReports;
4860
4932
  readonly feeds: Feeds;
4861
4933
  readonly financialStatements: FinancialStatements;
4862
4934
  readonly insiderFilings: InsiderFilings;
@@ -4879,4 +4951,4 @@ declare class APIError extends Error {
4879
4951
  constructor(message: string, options?: APIErrorOptions);
4880
4952
  }
4881
4953
 
4882
- export { APIError, Chadwin, type ClientOptions, type CompanyReportFeedFilters, type CompanyReportFiscalPeriod, type CompanyReportForm, type CompanySelector, type FinancialStatementsGetParams, type InsiderActivityFeedFilters, type InsiderActivityForm, type InsiderTransactionCode, type InsiderTransactionFeedFilters, type InstitutionalFilingFeedFilters, type InstitutionalFilingForm, type InstitutionalHolding, type InstitutionalManager, type InstitutionalPosition, type PromiseWithResponse };
4954
+ export { APIError, Chadwin, type ClientOptions, type CompanyReportFeedFilters, type CompanyReportFiscalPeriod, type CompanyReportForm, type CompanySelector, type CurrentReport, type CurrentReportFeedFamily, type CurrentReportFeedFilters, type CurrentReportFeedPage, type CurrentReportForm, type CurrentReportListParams, type CurrentReportPage, type FinancialStatementsGetParams, type InsiderActivityFeedFilters, type InsiderActivityForm, type InsiderTransactionCode, type InsiderTransactionFeedFilters, type InstitutionalFilingFeedFilters, type InstitutionalFilingForm, type InstitutionalHolding, type InstitutionalManager, type InstitutionalPosition, type PromiseWithResponse };