@gloom-sh/terminal 0.18.5 → 0.19.1

package/src/plugins/builtin/help/index.tsx

@@ -1,6 +1,6 @@
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { formatActionChords, hasKeybindingCaptureRequest, subscribeKeybindingCapture, useKeybindings } from "../../../app/keybindings";
-import { Notice, Section, SectionHeading, usePaneFooter, usePaneMenuItems, usePaneTabs, type PaneHint, type TableSection } from "../../../components";
+import { Notice, usePaneFooter, usePaneMenuItems, usePaneTabs, type PaneHint, type TableSection } from "../../../components";
 import { t, tf } from "../../../i18n";
 import { colors } from "../../../theme/colors";
 import type { PaneProps } from "../../../types/plugin";
@@ -18,6 +18,7 @@ import { FunctionsTable } from "./functions-table";
 import { KeybindingsEditor } from "./keybindings-editor";
 import { ShortcutTable, type ShortcutTableEntry } from "./shortcut-table";
 import { resolveCommandShortcuts, resolveWindowTemplates } from "./shortcut-model";
+import { badgeColumnWidth } from "./table-cells";
 
 const HELP_TABS = [
   { label: "Basics", value: "basics" },
@@ -47,6 +48,9 @@ const TRY_THESE = [
   { query: "EE TSLA", description: "What analysts expect from Tesla" },
 ] as const;
 
+/** The most of a table its key column takes, however many chips a row carries. */
+const KEY_COLUMN_MAX_SHARE = 0.4;
+
 function HelpPane({ focused, width, height }: PaneProps) {
   const registry = getSharedRegistry();
   const { openCommandBar, showPane, createPaneFromTemplate } = usePluginAppActions();
@@ -83,7 +87,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
   // The UPGRADE line says how long the trial is; the length comes from /pricing.
   const [pricing, setPricing] = useState<CloudPricing | null>(null);
   useEffect(() => {
-    if (activeTabId !== "basics" || pricing) return;
+    if (activeTabId !== "reference" || pricing) return;
     let live = true;
     void apiClient.getCloudPricing()
       .then((next) => {
@@ -131,10 +135,11 @@ function HelpPane({ focused, width, height }: PaneProps) {
   // Each tab's actions. `l` moves between tabs, so layout actions take `a`.
   const tabHints = useMemo<PaneHint[]>(() => {
     if (activeTabId === "basics") {
-      return [
-        { id: "docs", key: "d", label: "ocs", title: "Open Docs", onPress: openDocs },
-        { id: "layout-actions", key: "a", label: " layout actions", title: "Layout Actions", onPress: openLayoutActions },
-      ];
+      return [{ id: "docs", key: "d", label: "ocs", title: "Open Docs", onPress: openDocs }];
+    }
+    // The layout rows are here, so their action is.
+    if (activeTabId === "reference") {
+      return [{ id: "layout-actions", key: "a", label: " layout actions", title: "Layout Actions", onPress: openLayoutActions }];
     }
     if (activeTabId === "functions") {
       return [{ id: "plugins", key: "p", label: "lugins", title: "Manage Plugins", onPress: openPluginManager }];
@@ -192,32 +197,31 @@ function HelpPane({ focused, width, height }: PaneProps) {
     ].filter((item) => hasCode(item.badges[0]!)),
   }], [hasCode]);
 
-  const commandBarSections = useMemo<Array<TableSection<ShortcutTableEntry>>>(() => [{
-    label: "Command Bar",
-    items: [
-      ...(commandBarBadges.length > 0
-        ? [entry("open", commandBarBadges, "Open command mode for actions, pane commands, and typed prefixes.")]
-        : []),
-      ...(tickerSearchBadges.length > 0
-        ? [entry("ticker-search", tickerSearchBadges, "Open ticker search directly.")]
-        : []),
-      entry("des", ["DES", "<ticker>"], "Open security details for a specific ticker."),
-      entry("help-card", ["HELP", "<function>"], "Open a function's help card: what it shows, its keys, how fresh its data is. HELP HELP reaches support."),
-      entry("docs", ["DOCS", "<function>"], "Read the docs and Academy lessons in the app. The ? on a pane opens its entry."),
-      entry("upgrade", ["UPGRADE"], tf("Go Pro for real-time data at gloom.sh/cloud, free for {days} days.", { days: trialDays })),
-      entry("mcp", ["MCP"], "Connect Claude Code, Codex, Cursor or any MCP client to Gloom's research tools."),
-      entry("move", ["Up/Down", "Ctrl+P/N"], "Move through command bar results."),
-      entry("page", ["PageUp/PageDown", "Ctrl+Home/End"], "Jump a page, or to the first or last result."),
-      entry("run", ["Enter", "Shift+Enter"], "Run the selected result or its secondary action."),
-      entry("accept-arg", ["Tab"], "Accept a suggested command argument when one is available."),
-      entry("close", ["Esc", ...tickerSearchBadges.filter((badge) => badge === "`" || badge.includes("+"))], "Close the command bar."),
-      entry("clear", ["Ctrl+U"], "Clear command text."),
-      entry("delete-word", ["Ctrl+W"], "Delete the previous word in command text."),
-      entry("back", ["Backspace"], "Go back from a nested command screen when the query is empty."),
-    ],
-  }], [commandBarBadges, tickerSearchBadges, trialDays]);
-
   const referenceSections = useMemo<Array<TableSection<ShortcutTableEntry>>>(() => [
+    {
+      label: "Command Bar",
+      items: [
+        ...(commandBarBadges.length > 0
+          ? [entry("cmd-open", commandBarBadges, "Open command mode for actions, pane commands, and typed prefixes.")]
+          : []),
+        ...(tickerSearchBadges.length > 0
+          ? [entry("cmd-ticker-search", tickerSearchBadges, "Open ticker search directly.")]
+          : []),
+        entry("cmd-des", ["DES", "<ticker>"], "Open security details for a specific ticker."),
+        entry("cmd-help-card", ["HELP", "<function>"], "Open a function's help card: what it shows, its keys, how fresh its data is. HELP HELP reaches support."),
+        entry("cmd-docs", ["DOCS", "<function>"], "Read the docs and Academy lessons in the app. The ? on a pane opens its entry."),
+        entry("cmd-upgrade", ["UPGRADE"], tf("Go Pro for real-time data at gloom.sh/cloud, free for {days} days.", { days: trialDays })),
+        entry("cmd-mcp", ["MCP"], "Connect Claude Code, Codex, Cursor or any MCP client to Gloom's research tools."),
+        entry("cmd-move", ["Up/Down", "Ctrl+P/N"], "Move through command bar results."),
+        entry("cmd-page", ["PageUp/PageDown", "Ctrl+Home/End"], "Jump a page, or to the first or last result."),
+        entry("cmd-run", ["Enter", "Shift+Enter"], "Run the selected result or its secondary action."),
+        entry("cmd-accept-arg", ["Tab"], "Accept a suggested command argument when one is available."),
+        entry("cmd-close", ["Esc", ...tickerSearchBadges.filter((badge) => badge === "`" || badge.includes("+"))], "Close the command bar."),
+        entry("cmd-clear", ["Ctrl+U"], "Clear command text."),
+        entry("cmd-delete-word", ["Ctrl+W"], "Delete the previous word in command text."),
+        entry("cmd-back", ["Backspace"], "Go back from a nested command screen when the query is empty."),
+      ],
+    },
     {
       label: "Navigation",
       items: [
@@ -235,7 +239,8 @@ function HelpPane({ focused, width, height }: PaneProps) {
         entry("search", ["/"], "Search in the focused pane."),
         entry("sidebar", ["<", ">"], "Narrow or widen the list beside the content, as in MAP and ASKG."),
         entry("warnings", ["!"], "Open the focused pane's data warnings."),
-        entry("notification", [...actionBadges("notification-action"), ...actionBadges("notification-dismiss")], "Run or dismiss the newest notification."),
+        entry("notification", actionBadges("notification-action"), "Run the newest notification."),
+        entry("notification-dismiss", actionBadges("notification-dismiss"), "Dismiss the newest notification."),
       ],
     },
     {
@@ -264,6 +269,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
         entry("zoom-tool", ["Shift+Z", "Shift+Drag"], "Pick the zoom tool, then drag a time range."),
         entry("ruler", ["Shift+M", "Alt+Drag"], "Pick the ruler, then drag to measure a move."),
         entry("draw", ["Shift+D", "Shift+P"], "Draw a trend line or a freehand shape."),
+        entry("shapes", ["Shift+J", "Shift+B", "Shift+F"], "Draw a horizontal ray, a rectangle or a Fib retracement."),
         entry("place", ["Enter", "Arrows"], "With a tool picked, Enter starts it at the cursor, the arrows move its end, and Enter finishes it."),
         entry("drawings", ["[", "]"], "With a drawing tool picked, pick a drawing."),
         entry("colour", ["c", "Backspace"], "Cycle the drawing colour, or delete the picked drawing (the last one while a drawing tool is picked)."),
@@ -302,6 +308,14 @@ function HelpPane({ focused, width, height }: PaneProps) {
         entry("close-pane", ["Esc", "Esc"], "Close the focused pane when nothing is being dragged."),
       ],
     },
+    {
+      // Docked panes keep the saved layout and floating ones follow the pointer; the keyboard's way is Window Mode below.
+      label: "Layout",
+      items: [
+        entry("layout-drag", ["Drag"], "Floating panes can be dragged by the title bar and resized from the lower-right corner."),
+        { ...entry("layout-actions", ["LMA"], "Use Layout Actions for split, move, duplicate, close all floating panes, undo, redo, and layout presets."), run: openLayoutActions },
+      ],
+    },
     {
       label: "Window Mode",
       items: [
@@ -319,7 +333,14 @@ function HelpPane({ focused, width, height }: PaneProps) {
         entry("commit", ["Enter", "Esc"], "Commit pending changes or exit window mode."),
       ],
     },
-  ], [askBadges, copyBadges, functionHelpBadges, pasteBadges, windowMoveBadges, windowResizeBadges]);
+  ], [askBadges, commandBarBadges, copyBadges, functionHelpBadges, openLayoutActions, pasteBadges, tickerSearchBadges, trialDays, windowMoveBadges, windowResizeBadges]);
+
+  // One key column for every key table in Help, wide enough for the longest group of chips, so the descriptions
+  // line up from table to table. A narrow pane caps it, and a row past the cap shows the chips that fit whole.
+  const keyColumnWidth = useMemo(() => badgeColumnWidth(
+    [...trySections, ...startSections, ...referenceSections].flatMap((section) => section.items.map((item) => item.badges)),
+    { min: 8, max: Math.max(8, Math.floor(width * KEY_COLUMN_MAX_SHARE)) },
+  ), [referenceSections, startSections, trySections, width]);
 
   const renderContent = () => {
     switch (activeTabId) {
@@ -338,38 +359,19 @@ function HelpPane({ focused, width, height }: PaneProps) {
           <>
             {trySections.length > 0 && (
               <Box marginBottom={1}>
-                <ShortcutTable sections={trySections} width={bodyWidth} keyLabel="TYPE" descriptionLabel="OPENS" />
+                <ShortcutTable sections={trySections} width={bodyWidth} keyWidth={keyColumnWidth} keyLabel="TYPE" descriptionLabel="OPENS" />
               </Box>
             )}
 
-            <Box flexDirection="column" gap={1}>
-              <SectionHeading title="How To Use Gloom" />
-              <Box flexDirection="column">
-                <Text fg={colors.textDim} wrapText>{t("Click anything to use it; the keys shown beside actions are shortcuts.")}</Text>
-                <Text fg={colors.textDim} wrapText>
-                  {commandBarBadges[0]
-                    ? tf("Not sure of a code? Click the search bar at the top, or press {key}, and type what you want in plain words, like \"top news\". The Functions tab lists everything.", { key: commandBarBadges[0] })
-                    : t("Not sure of a code? Click the search bar at the top and type what you want in plain words, like \"top news\". The Functions tab lists everything.")}
-                </Text>
-              </Box>
-            </Box>
+            <Text fg={colors.textDim} wrapText>
+              {commandBarBadges[0]
+                ? tf("Not sure of a code? Click the search bar at the top, or press {key}, and type what you want in plain words, like \"top news\". The Functions tab lists everything.", { key: commandBarBadges[0] })
+                : t("Not sure of a code? Click the search bar at the top and type what you want in plain words, like \"top news\". The Functions tab lists everything.")}
+            </Text>
 
             <Box marginTop={1}>
-              <ShortcutTable sections={startSections} width={bodyWidth} />
+              <ShortcutTable sections={startSections} width={bodyWidth} keyWidth={keyColumnWidth} />
             </Box>
-
-            <Box marginTop={1}>
-              <ShortcutTable sections={commandBarSections} width={bodyWidth} />
-            </Box>
-
-            <Section title="Layout Basics">
-              <Text fg={colors.text}>{t("Docked panes stay in the saved layout.")}</Text>
-              <Text fg={colors.text} wrapText>{t("Floating panes can be dragged by the title bar and resized from the lower-right corner.")}</Text>
-              {windowMoveBadges[0] && windowResizeBadges[0] && (
-                <Text fg={colors.text} wrapText>{tf("From the keyboard, {move} moves the focused window and {resize} resizes it.", { move: windowMoveBadges[0], resize: windowResizeBadges[0] })}</Text>
-              )}
-              <Text fg={colors.text} wrapText>{t("Use Layout Actions for split, move, duplicate, close all floating panes, undo, redo, and layout presets.")}</Text>
-            </Section>
           </>
         );
     }
@@ -395,6 +397,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
         <ShortcutTable
           sections={referenceSections}
           width={width}
+          keyWidth={keyColumnWidth}
           height={contentHeight}
           after={(
             <Box paddingX={1} flexShrink={0}>

package/src/plugins/builtin/help/shortcut-model.ts

@@ -18,7 +18,7 @@ export function resolveWindowTemplates(registry: SharedRegistry): HelpShortcutEn
   const allPlugins = registry.allPlugins ?? new Map<string, { name?: string }>();
 
   return [...registry.paneTemplates.values()]
-    .filter((template) => template.shortcut)
+    .filter((template) => template.shortcut && template.listed !== false)
     .filter((template) => {
       const pluginId = registry.getPaneTemplatePluginId?.(template.id);
       return !pluginId || !disabledPlugins.has(pluginId);

package/src/plugins/builtin/help/shortcut-table.tsx

@@ -22,7 +22,7 @@ import {
 import { t } from "../../../i18n";
 import { useThemeColors } from "../../../theme/theme-context";
 import { Box, useUiCapabilities } from "../../../ui";
-import { badgeCell, badgeColumnWidth } from "./table-cells";
+import { badgeCell } from "./table-cells";
 
 export interface ShortcutTableEntry {
   id: string;
@@ -38,6 +38,7 @@ type ShortcutRow = SectionedRow<ShortcutTableEntry>;
 export function ShortcutTable({
   sections,
   width,
+  keyWidth,
   height: fillHeight,
   after,
   keyLabel = "KEY",
@@ -46,6 +47,8 @@ export function ShortcutTable({
   sections: ReadonlyArray<TableSection<ShortcutTableEntry>>;
   /** Content width available inside the tab body. */
   width: number;
+  /** The key column's width, one for every table in Help so their descriptions line up. */
+  keyWidth: number;
   /** Fill this many rows and scroll, instead of growing to fit every row. */
   height?: number;
   /** Sits under a full-height table inside the same frame. */
@@ -59,10 +62,6 @@ export function ShortcutTable({
     () => buildSectionedRows(sections, (entry) => entry.id),
     [sections],
   );
-  const keyWidth = useMemo(
-    () => badgeColumnWidth(rows.filter(isSectionedItemRow).map((row) => row.item.badges), { min: 8, max: 24 }),
-    [rows],
-  );
   const columns = useMemo<ShortcutColumn[]>(() => [
     { id: "key", label: keyLabel, width: keyWidth, align: "left" },
     { id: "description", label: descriptionLabel, width: 20, align: "left", flexGrow: 1 },
@@ -72,7 +71,7 @@ export function ShortcutTable({
     if (!isSectionedItemRow(row)) return EMPTY_TABLE_CELL;
     const run = row.item.run;
     const cell: DataTableCell = column.id === "key"
-      ? badgeCell(row.item.badges, column.width)
+      ? badgeCell(row.item.badges, column.width, { wholeOnly: true })
       : { text: t(row.item.description), color: colors.text };
     if (!run) return cell;
     return {

package/src/plugins/builtin/help/table-cells.tsx

@@ -31,10 +31,21 @@ export function badgeColumnWidth(
   return Math.max(min, Math.min(max, widest));
 }
 
+/**
+ * The chips of a group that fit a column whole, in order. A chip that would be
+ * cut ("Ctrl+Hor") is left out instead, so what shows is always a real key; the
+ * first chip stays whatever the width.
+ */
+export function wholeBadges(labels: readonly string[], width: number): readonly string[] {
+  let count = Math.min(1, labels.length);
+  while (count < labels.length && badgeGroupWidth(labels.slice(0, count + 1)) <= width) count += 1;
+  return labels.slice(0, count);
+}
+
 export function badgeCell(
   labels: readonly string[],
   width: number,
-  options: { tone?: "neutral" | "accent"; emptyLabel?: string; emptyColor?: string } = {},
+  options: { tone?: "neutral" | "accent"; emptyLabel?: string; emptyColor?: string; wholeOnly?: boolean } = {},
 ): DataTableCell {
   if (labels.length === 0) {
     return options.emptyLabel
@@ -45,7 +56,7 @@ export function badgeCell(
     text: labels.join(" "),
     content: (
       <Box flexDirection="row" gap={BADGE_GAP} width={width} height={1} overflow="hidden">
-        {labels.map((label, index) => (
+        {(options.wholeOnly ? wholeBadges(labels, width) : labels).map((label, index) => (
           <Badge key={`${label}:${index}`} label={label} variant="solid" tone={options.tone ?? "neutral"} />
         ))}
       </Box>

package/src/plugins/builtin/holders/beneficial-client.ts

@@ -11,6 +11,7 @@ import { listingAbroad, type IssuerListingParams } from "../../../api-client/pat
 import { createPluginCache } from "../../../data/plugin-cache";
 import { secListingKey } from "../../../utils/sec";
 import { finiteOrNull, recordOrNull } from "../../../utils/guards";
+import { readCompanyFrom } from "../../../types/company-from";
 import { cachedCloudResource, loadCloudResource, type CloudResource } from "../shared/cloud-resource";
 import { CLOUD_SESSION_REQUIRED } from "../shared/research-cloud-session";
 
@@ -110,8 +111,11 @@ function normalizeBeneficialOwnersPayload(value: unknown, ticker: string): Benef
   if (!raw || !Array.isArray(raw.owners)) throw new Error("The server returned an invalid 13D/13G list");
   const coverage = recordOrNull(raw.coverage);
   const nextOffset = finiteOrNull(raw.nextOffset);
+  const companyFrom = readCompanyFrom(raw.companyFrom);
+  const { companyFrom: _unread, ...rest } = raw;
   return {
-    ...raw,
+    ...rest,
+    ...(companyFrom ? { companyFrom } : {}),
     ticker: text(raw.ticker) ?? ticker,
     cik: cikOrNull(raw.cik) ?? "",
     companyName: text(raw.companyName) ?? "",

package/src/plugins/builtin/holders/beneficial-view.tsx

@@ -9,6 +9,7 @@ import {
   type DataTableCell,
   type DataTableKeyEvent,
 } from "../../../components";
+import { useCompanyDataFooter } from "../../../components/layout/pane/status-footer";
 import { handleRefreshKey, loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
 import type { IssuerListingParams } from "../../../api-client/paths";
 import { useAsyncResource } from "../../../react/async-resource";
@@ -233,6 +234,8 @@ export function BeneficialOwnersView({
     focused,
     title: "13D/13G coverage",
   });
+  // A foreign line's owners are its company's, read from the home line.
+  useCompanyDataFooter(payload?.companyFrom);
   usePaneFooter("holders-13dg", () => ({
     info: [
       ...(payload?.asOf ? [{ id: "as-of", parts: [{ text: `as of ${payload.asOf.slice(0, 10)}`, tone: "muted" as const }] }] : []),

package/src/plugins/builtin/holders/fund-holders.ts

@@ -0,0 +1,51 @@
+import type { Quote } from "../../../types/financials";
+import { quoteTradingExchange } from "../../../market-data/quotes/metadata";
+import { isUsListingExchange } from "../../../utils/exchanges";
+import { isFundType } from "../../../utils/sec";
+import { isNoSourceAnswer } from "../../../sources/provider-errors";
+import { logFailure } from "../../../utils/log-failure";
+import { fetchFunds } from "../members/client";
+import { coveredFund } from "../members/model";
+
+type FundQuote = Pick<Quote, "instrumentType" | "tradingExchangeName" | "listingExchangeName" | "exchangeName">;
+
+/** What a holder report says for a fund in place of its holders: the reason, and the commands that read the fund. */
+export interface FundHoldersAnswer {
+  message: string;
+  /** One command a line, each for what it reads; empty for a fund abroad, which those do not cover. */
+  details: string[];
+}
+
+/**
+ * What `holders`, `13f` and `fn HDS` say for a fund no holder source has an
+ * ownership breakdown of (XLE, SPY, EWJ), in place of the source's bare
+ * NO_DATA: that it is a fund, and for a US-listed one the commands that read
+ * it, each only where it runs: the 13F filers that hold it (`fn 13F`), what it
+ * holds where `fn MEMB` covers it, and its fund facts (`fn ETF`). Null for a
+ * listing that is not a fund, or a failure that is no answer (a timeout).
+ */
+export async function fundHoldersAnswer(
+  symbol: string,
+  error: unknown,
+  quote: FundQuote | null | undefined,
+  client: NonNullable<Parameters<typeof fetchFunds>[0]>,
+): Promise<FundHoldersAnswer | null> {
+  if (!isNoSourceAnswer(error) || !quote || !isFundType(quote.instrumentType)) return null;
+  const fund = symbol.split(":")[0]!.trim().toUpperCase();
+  const message = `${fund} is a fund: there is no ownership breakdown for funds.`;
+  if (!isUsListingExchange(quoteTradingExchange(quote))) return { message, details: [] };
+  // A covered-fund list that cannot be read names no fn MEMB, which may not run for this fund.
+  const funds = await fetchFunds(client).then((payload) => payload.funds)
+    .catch(logFailure("holders.fund-holders", "Read the funds fn MEMB covers failed", null));
+  const covered = !!funds && !!coveredFund(funds, fund);
+  // Shares of an exchange-traded fund are 13F securities; a mutual fund's are not.
+  const traded = !/MUTUAL/i.test(quote.instrumentType ?? "");
+  return {
+    message,
+    details: [
+      ...traded ? [`13F filers that hold it: gloom fn 13F ${fund}`] : [],
+      ...covered ? [`What it holds: gloom fn MEMB ${fund}`] : [],
+      `Fund facts: gloom fn ETF ${fund}`,
+    ],
+  };
+}

package/src/plugins/builtin/holders/headless.ts

@@ -7,7 +7,7 @@ import { loadHolderSnapshot } from "./client";
 import { holderValueCurrency } from "./format";
 import { logFailure } from "../../../utils/log-failure";
 import type { HolderData } from "../../../types/financials";
-import { SEC_FILINGS } from "../shared/report-freshness";
+import { SEC_FILING_ROWS, SEC_FILINGS } from "../shared/report-freshness";
 import type { BeneficialOwnersPayload } from "../../../api-client/beneficial-owners";
 import { fetchBeneficialOwners, type BeneficialOwnersRequest } from "./beneficial-client";
 import { resolveHeadlessInstrument, resolveHeadlessIssuerListing } from "../shared/headless-market-data";
@@ -33,6 +33,8 @@ import {
   holderReportUnits,
 } from "./report-rows";
 import { REPORT_ROWS } from "../shared/headless-options";
+import { fundHoldersAnswer } from "./fund-holders";
+import { companyDataNotes } from "../../../types/company-from";
 import {
   HOLDER_ROWS_MAX,
   indexedHoldersPartialNote,
@@ -196,7 +198,7 @@ export function createHoldersHeadless(
           rows: limited,
           // Reports that could not be read this time are missing from the rows.
           complete: beneficialListComplete(payload),
-          freshness: { ...SEC_FILINGS, basis: "13D/13G filings", observedKey: "filingDate" },
+          freshness: { ...SEC_FILING_ROWS, basis: "13D/13G filings" },
           metadata: {
             symbol: payload.ticker || symbol,
             name: payload.companyName || null,
@@ -211,6 +213,7 @@ export function createHoldersHeadless(
               [payload.companyName || symbol, ...beneficialListFacts(payload, form, rows.length, history)].join(" · "),
               ...(legend ? [legend] : []),
               ...beneficialCoverageNotices(payload.coverage),
+              ...companyDataNotes(payload.companyFrom),
             ],
             returned: limited.length,
             total: rows.length,
@@ -224,11 +227,27 @@ export function createHoldersHeadless(
         .catch(logFailure("holders.headless", "Resolve the listing's venue for the 13F holder index failed", null)))?.exchange ?? "";
       const indexTicker = indexHolderTicker(symbol, exchange);
       const [snapshot, index] = await Promise.all([
-        dependencies.loadSnapshot(symbol, args, ctx),
+        dependencies.loadSnapshot(symbol, args, ctx).catch(async (error: unknown) => {
+          const quote = await ctx.marketData.getQuote(symbol)
+            .catch(logFailure("holders.headless", "Read the quote of a listing with no holders failed", null));
+          const fund = await fundHoldersAnswer(symbol, error, quote, ctx.apiClient);
+          if (fund) return fund;
+          throw error;
+        }),
         indexTicker
           ? dependencies.loadIndexedHolders(indexTicker, limit, ctx).catch(logFailure("holders.headless", "Load 13F holder index failed", null))
           : null,
       ]);
+      // A fund has no ownership breakdown: the report says so in place of rows, with what reads it, and fails as no data.
+      if ("message" in snapshot) {
+        return {
+          columns: HOLDER_REPORT_COLUMNS,
+          rows: [],
+          empty: [snapshot.message, ...snapshot.details].join("\n"),
+          unavailableSymbols: [symbol],
+          metadata: { symbol },
+        };
+      }
       const { marketCap } = snapshot;
       const indexed = !!index?.rows.length && indexHolderTicker(symbol, exchange, snapshot.data) != null;
       const partialNote = indexed ? indexedHoldersPartialNote(index, limit) : null;

package/src/plugins/builtin/holders/pane.tsx

@@ -12,6 +12,7 @@ import {
   type DataTableKeyEvent,
   type PageRequest,
 } from "../../../components";
+import { useCompanyDataFooter } from "../../../components/layout/pane/status-footer";
 import { handleRefreshKey, loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
 import { useAsyncResource } from "../../../react/async-resource";
 import { useShortcut } from "../../../react/input";
@@ -321,6 +322,8 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     }
   }, [currency, fundMatches, marketCap]);
 
+  // Holders read from the company's home line say whose; the SEC index's rows are the listing's own.
+  useCompanyDataFooter(indexed ? null : listData?.companyFrom, viewMode !== "13dg");
   // The 13D/G tab registers its own footer.
   usePaneFooter("holders", () => {
     if (viewMode === "13dg") return null;

package/src/plugins/builtin/holders/report-rows.ts

@@ -25,6 +25,7 @@ import {
 import { HOLDER_ROWS_MAX } from "./index-holders";
 import { buildRows, DEFAULT_SORT, sortRows } from "./table-model";
 import type { HolderColumnId, SortPreference } from "./types";
+import { companyDataNotes } from "../../../types/company-from";
 
 /**
  * A holder as `holders` and `fn HDS` report it; the keys are the JSON
@@ -231,7 +232,9 @@ export function holderReportNotices({
       ? `The source lists its ${reported} largest holders; fn 13F ${requested} lists all ${total.toLocaleString("en-US")}.`
       : null;
   return {
-    notices: [header, basis, cut, positionsBasis, holderShareBasisNote(data, shown), unvaluedHoldersNote(shown, sort)]
+    notices: [header, basis, cut, positionsBasis, holderShareBasisNote(data, shown), unvaluedHoldersNote(shown, sort),
+      // The SEC index's rows are the listing's own; the source's, its company's home line's when it says so.
+      ...(indexed ? [] : companyDataNotes(data.companyFrom))]
       .filter((line): line is string => !!line),
     valueBasis,
     positionsBasis,

package/src/plugins/builtin/insider/headless.ts

@@ -20,7 +20,7 @@ import {
 } from "./model";
 import { isAmendedInsiderFiling, relevantInsiderAmendments } from "./amendments";
 import { formatInsiderName } from "./display";
-import { SEC_FILINGS } from "../shared/report-freshness";
+import { SEC_FILING_ROWS } from "../shared/report-freshness";
 import { resolveHeadlessInstrument, resolveHeadlessIssuerListing } from "../shared/headless-market-data";
 import { noSecReportsNotice } from "../../../utils/sec";
 import { parsePublicTickerKey } from "../../../utils/exchanges";
@@ -329,7 +329,7 @@ export function createInsiderHeadless(
 ): HeadlessPaneDefinition<"rows"> {
   return {
     shape: "rows",
-    freshness: { ...SEC_FILINGS, basis: "Form 4 filings", observedKey: "filingDate" },
+    freshness: { ...SEC_FILING_ROWS, basis: "Form 4 filings" },
     argument: {
       kind: "ticker",
       optional: true,

package/src/plugins/builtin/ipo-calendar/client.ts

@@ -1,5 +1,5 @@
 import { apiClient } from "../../../api-client";
-import type { IpoCalendarParams, IpoCalendarPayload, IpoDeal, IpoSourceHealth } from "../../../api-client/ipo";
+import type { IpoCalendarParams, IpoCalendarPayload, IpoDeal, IpoLockup, IpoSourceHealth } from "../../../api-client/ipo";
 import type { HeadlessPaneApiClient } from "../../../types/plugin";
 import { createPluginCache } from "../../../data/plugin-cache";
 import { cachedCloudResource, loadCloudResource, unavailableOnServer, type CloudResource } from "../shared/cloud-resource";
@@ -45,6 +45,21 @@ function validDeal(deal: IpoDeal): boolean {
     && validFirstDay(deal.firstDay);
 }
 
+function validLockup(value: unknown): value is IpoLockup {
+  const lockup = value as IpoLockup | null;
+  return !!lockup && typeof lockup === "object" && typeof lockup.endsOn === "string" && dayOrNull(lockup.endsOn)
+    && typeof lockup.days === "number" && Number.isFinite(lockup.days) && lockup.days > 0
+    && (lockup.basis === "prospectus" || lockup.basis === "typical")
+    && dayOrNull(lockup.prospectusDate ?? null) && textOrNull(lockup.prospectusUrl ?? null);
+}
+
+/** A lock-up estimate the client cannot read is left off its deal; the deal stays. */
+function withReadableLockup(deal: IpoDeal): IpoDeal {
+  if (deal.lockup == null || validLockup(deal.lockup)) return deal;
+  const { lockup: _unreadable, ...rest } = deal;
+  return rest;
+}
+
 function validSource(source: IpoSourceHealth): boolean {
   return !!source && text(source.id) && Array.isArray(source.mics) && source.mics.every(text)
     && typeof source.ok === "boolean" && textOrNull(source.asOf);
@@ -61,7 +76,8 @@ export function validateIpoCalendar(data: IpoCalendarPayload): IpoCalendarPayloa
   }
   return {
     asOf: data.asOf,
-    deals: data.deals.filter(validDeal).map((deal) => (REGIONS.has(deal.region) ? deal : { ...deal, region: "other" })),
+    deals: data.deals.filter(validDeal).map(withReadableLockup)
+      .map((deal) => (REGIONS.has(deal.region) ? deal : { ...deal, region: "other" })),
     sources: data.sources.filter(validSource),
   };
 }