gloomberb 0.13.2 → 0.14.0

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

@@ -1,26 +1,16 @@
-import { Box, ScrollBox, Text, useUiHost } from "../../../ui";
-import { TextAttributes } from "../../../ui";
 import { useState } from "react";
-import { Button, Tabs } from "../../../components";
+import { Button, Section, Tabs } from "../../../components";
 import { ExternalLinkText } from "../../../components/ui";
-import type { PaneProps } from "../../../types/plugin";
-import type { PluginModule } from "../plugin-module";
-import { colors } from "../../../theme/colors";
 import { t } from "../../../i18n";
+import { colors } from "../../../theme/colors";
+import type { PaneProps } from "../../../types/plugin";
+import { Box, ScrollBox, Text, TextAttributes, useUiHost } from "../../../ui";
+import { detectShortcutPlatform, formatPrimaryShortcut, getShortcutDisplayMode } from "../../../utils/shortcut-labels";
 import { getSharedRegistry } from "../../registry";
 import { usePluginAppActions } from "../../runtime";
-import { detectShortcutPlatform, formatPrimaryShortcut, getShortcutDisplayMode } from "../../../utils/shortcut-labels";
-import {
-  HelpSection,
-  ShortcutGroup,
-  ShortcutRow,
-} from "./components";
-import {
-  groupShortcutEntries,
-  resolveCommandShortcuts,
-  resolvePluginShortcuts,
-  resolveWindowTemplates,
-} from "./shortcut-model";
+import type { PluginModule } from "../plugin-module";
+import { ShortcutGroup, ShortcutRow } from "./components";
+import { groupShortcutEntries, resolveCommandShortcuts, resolvePluginShortcuts, resolveWindowTemplates } from "./shortcut-model";
 
 const HELP_TABS = [
   { label: "Basics", value: "basics" },
@@ -76,7 +66,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
               <Button label="Manage Plugins" onPress={openPluginManager} />
             </Box>
 
-            <HelpSection title="Command Prefixes">
+            <Section title="Command Prefixes">
               {groupShortcutEntries(commandShortcuts).map((group) => (
                 <ShortcutGroup
                   key={group.title}
@@ -84,9 +74,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
                   entries={group.entries}
                 />
               ))}
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Window Templates">
+            <Section title="Window Templates">
               {windowTemplates.length > 0 ? groupShortcutEntries(windowTemplates).map((group) => (
                 <ShortcutGroup
                   key={group.title}
@@ -96,10 +86,10 @@ function HelpPane({ focused, width, height }: PaneProps) {
               )) : (
                 <Text fg={colors.textDim}>{t("No shortcut window templates are currently registered.")}</Text>
               )}
-            </HelpSection>
+            </Section>
 
             {pluginShortcuts.length > 0 && (
-              <HelpSection title="Plugin Shortcuts">
+              <Section title="Plugin Shortcuts">
                 {groupShortcutEntries(pluginShortcuts).map((group) => (
                   <ShortcutGroup
                     key={group.title}
@@ -107,7 +97,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
                     entries={group.entries}
                   />
                 ))}
-              </HelpSection>
+              </Section>
             )}
           </>
         );
@@ -115,7 +105,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
       case "shortcuts":
         return (
           <>
-            <HelpSection title="Navigation">
+            <Section title="Navigation">
               <ShortcutRow
                 badges={["Up/Down", "j/k"]}
                 description="Move through focused table and list rows."
@@ -132,9 +122,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
                 badges={["Esc", "Backspace"]}
                 description="Go back from detail views that support back navigation."
               />
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Scrolling">
+            <Section title="Scrolling">
               <ShortcutRow
                 badges={["PageUp/PageDown"]}
                 description="Scroll focused pane content by page."
@@ -143,9 +133,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
                 badges={["Home/End"]}
                 description="Scroll focused pane content to the start or end."
               />
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Charts">
+            <Section title="Charts">
               <ShortcutRow
                 badges={["Drag", "Scroll"]}
                 description="Pan the chart through time."
@@ -177,9 +167,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
               <Text fg={colors.textDim} wrapText>
                 {t("The tool icons sit over the top-left corner of the chart. Most terminals keep shift-drag and option-drag for their own text selection, so pick the tool there instead.")}
               </Text>
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Global Keys">
+            <Section title="Global Keys">
               <ShortcutRow
                 badges={["Tab", "Shift+Tab"]}
                 description="Move focus between panes and floating windows."
@@ -208,16 +198,16 @@ function HelpPane({ focused, width, height }: PaneProps) {
                 badges={["u"]}
                 description="Install an available app update when one is shown."
               />
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Pane Management">
+            <Section title="Pane Management">
               <ShortcutRow
                 badges={[platformShortcut("W")]}
-                description="Close the focused pane, docked or floating."
+                description="Close the focused pane, docked or floating. Locked panes stay open."
               />
               <ShortcutRow
                 badges={[platformShortcut(["Alt", "W"])]}
-                description="Close all floating panes."
+                description="Close all floating panes except locked ones."
               />
               <ShortcutRow
                 badges={[platformShortcut(",")]}
@@ -267,9 +257,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
                 badges={["Esc", "Esc"]}
                 description="Close the focused pane when nothing is being dragged."
               />
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Window Mode">
+            <Section title="Window Mode">
               <ShortcutRow
                 badges={["m", "r"]}
                 description="Switch between move and resize."
@@ -294,7 +284,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
                 badges={["Enter", "Esc"]}
                 description="Commit pending changes or exit window mode."
               />
-            </HelpSection>
+            </Section>
           </>
         );
 
@@ -309,10 +299,10 @@ function HelpPane({ focused, width, height }: PaneProps) {
               />
             </Box>
 
-            <HelpSection title="If There Is A Bug">
+            <Section title="If There Is A Bug">
               <Text fg={colors.text} wrapText>{t("Open Debug Log, then run Export Debug Log from the command bar.")}</Text>
               <Text fg={colors.text} wrapText>{t("The file lands in ~/Downloads. Include steps, ticker or layout, plugin, and a screenshot if it is visual.")}</Text>
-            </HelpSection>
+            </Section>
           </>
         );
 
@@ -332,7 +322,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
               <Button label="Layout Actions" onPress={openLayoutActions} />
             </Box>
 
-            <HelpSection title="Command Bar">
+            <Section title="Command Bar">
               <ShortcutRow
                 badges={commandBarBadges}
                 description="Open command mode for actions, pane commands, and typed prefixes."
@@ -389,13 +379,13 @@ function HelpPane({ focused, width, height }: PaneProps) {
                 badges={["Ctrl+S"]}
                 description="Submit multiline command forms."
               />
-            </HelpSection>
+            </Section>
 
-            <HelpSection title="Layout Basics">
+            <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>
               <Text fg={colors.text} wrapText>{t("Use Layout Actions for split, move, duplicate, close all floating panes, undo, redo, and layout presets.")}</Text>
-            </HelpSection>
+            </Section>
           </>
         );
     }

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

@@ -122,6 +122,14 @@ export function createHoldersHeadless(
         minimum: 1,
         maximum: 200,
       },
+      {
+        key: "view",
+        description: "Rendered pane view: the holder table or the ownership treemap.",
+        type: "enum",
+        values: [{ value: "chart" }, { value: "table" }],
+        defaultValue: "chart",
+        pluginState: { pluginId: "ticker-research", key: "viewMode" },
+      },
     ],
     columns: HOLDER_COLUMNS,
     describe: (args) => `Holders | ${args.symbols[0]}`,

package/src/plugins/builtin/insider/amendments.test.ts

@@ -0,0 +1,112 @@
+import { describe, expect, test } from "bun:test";
+import { createTestDataProvider } from "../../../test-support/data-provider";
+import { createDefaultConfig } from "../../../types/config";
+import { buildHeadlessFunctionReport } from "../../../cli/pane-functions/headless";
+import { insiderHeadless } from "./headless";
+import { buildInsiderRows, buildInsiderSummary, insiderReportedName, matchesInsiderOwner, parseInsiderFiling } from "./model";
+import { buildInsiderAmendmentScopes } from "./amendments";
+import type { SecFilingItem } from "../../../types/data-provider";
+
+const now = new Date("2026-09-10T00:00:00Z").getTime();
+function filing(id: string, form = "4", date = "2026-08-20"): SecFilingItem {
+  return { accessionNumber: id, form, filingDate: new Date(`${date}T00:00:00Z`), cik: "999", filingUrl: `https://www.sec.gov/${id}` };
+}
+function xml({ form = "4", owner = "A. OFFICER", cik = "000111", shares = 100, original = "", security = "Class A", noTransactions = false, note = "Open market purchase." } = {}) {
+  return `<ownershipDocument><documentType>${form}</documentType><dateOfOriginalSubmission>${original}</dateOfOriginalSubmission>
+  <reportingOwner><reportingOwnerId><rptOwnerName>${owner}</rptOwnerName><rptOwnerCik>${cik}</rptOwnerCik></reportingOwnerId></reportingOwner>
+  ${noTransactions ? "" : `<nonDerivativeTransaction><securityTitle><value>${security}</value></securityTitle><transactionDate><value>2026-08-19</value></transactionDate><transactionCoding><transactionCode>P</transactionCode></transactionCoding><transactionAmounts><transactionShares><value>${shares}</value><footnoteId id="F1"/></transactionShares><transactionPricePerShare><value>10</value></transactionPricePerShare></transactionAmounts></nonDerivativeTransaction>`}
+  <footnotes><footnote id="F1">${note}</footnote></footnotes><remarks>${note}</remarks></ownershipDocument>`;
+}
+const original = parseInsiderFiling(filing("original"), xml());
+const independent = parseInsiderFiling(filing("independent"), xml({ owner: "B. OFFICER", cik: "222", shares: 500, security: "Class B" }));
+
+async function report(entries: Array<{ filing: SecFilingItem; content: string | null }>, name = "") {
+  const provider = createTestDataProvider({
+    getSecFilings: async () => entries.map(({ filing }) => filing),
+    getSecFilingContent: async (item) => entries.find(({ filing }) => filing.accessionNumber === item.accessionNumber)?.content ?? null,
+  });
+  return buildHeadlessFunctionReport({ headless: insiderHeadless, token: "INS", label: "Insider", options: { name, limit: 20 }, instance: { settings: {} }, capability: { id: "insider" } } as never,
+    { dataProvider: provider, config: createDefaultConfig("/tmp/unused-insider-amendment-test") } as never, "CONTROL");
+}
+
+describe("as-filed insider amendments", () => {
+  test.each([40, 25])("correction or addition of %i shares remains separate and cannot silently enter aggregates", (shares) => {
+    const amended = parseInsiderFiling(filing("amendment", "4/A", "2026-08-21"), xml({ form: "4/A", cik: "111", shares, original: "2026-08-20" }));
+    const all = [...amended, ...original, ...independent];
+    expect(buildInsiderAmendmentScopes(all)).toEqual([{ accessionNumber: "amendment", originalFilingDate: "2026-08-20", originalFilingDateUsable: true, ownerCiks: ["111"], ownerIdentityComplete: true, candidateOriginalAccessions: ["original"] }]);
+    const rows = buildInsiderRows(all);
+    expect(rows.map((row) => [row.id, row.shares, row.amendmentStatus])).toEqual([["amendment:0", shares, "unreconciled"], ["original:0", 100, "potentially-amended"], ["independent:0", 500, null]]);
+    expect(buildInsiderSummary(all, now)).toBe("Loaded filings, last 90 days: Class A: Buy total unavailable (unreconciled amendment) | Class B: Bought 500 shares ($5,000.00)");
+    expect(buildInsiderSummary(independent, now, all)).toBe("Loaded filings, last 90 days: Class B: Bought 500 shares ($5,000.00)");
+  });
+
+  test("declared original date preserves independent filing dates and unknown date broadens only the possible owner history", () => {
+    const earlier = parseInsiderFiling(filing("earlier", "4", "2026-08-18"), xml({ shares: 20 }));
+    const later = parseInsiderFiling(filing("later", "4", "2026-08-22"), xml({ shares: 30 }));
+    const amended = (date: string, cik = "111") => parseInsiderFiling(filing("amendment", "4/A", "2026-08-21"), xml({ form: "4/A", original: date, cik }));
+    const context = [...original, ...earlier, ...later, ...independent];
+    expect(buildInsiderAmendmentScopes([...amended("2026-08-20"), ...context])[0]?.candidateOriginalAccessions).toEqual(["original"]);
+    expect(buildInsiderAmendmentScopes([...amended("2026-02-31"), ...context])[0]?.candidateOriginalAccessions).toEqual(["original", "earlier"]);
+    expect(buildInsiderAmendmentScopes([...amended("", ""), ...context])[0]?.candidateOriginalAccessions).toEqual(["original", "earlier", "independent"]);
+    expect(buildInsiderAmendmentScopes([...amended("2027-08-20"), ...context])[0]).toMatchObject({ originalFilingDate: "2027-08-20", originalFilingDateUsable: false, candidateOriginalAccessions: ["original", "earlier"] });
+  });
+
+  test("partially identified joint owners cannot establish independent amendments or originals", () => {
+    const joint = (content: string) => content.replace("</reportingOwner>", "</reportingOwner><reportingOwner><reportingOwnerId><rptOwnerName>UNKNOWN OWNER</rptOwnerName></reportingOwnerId></reportingOwner>");
+    const amendment = parseInsiderFiling(filing("amendment", "4/A", "2026-08-21"), xml({ form: "4/A", original: "2026-08-20" }));
+    const partialAmendment = parseInsiderFiling(filing("amendment", "4/A", "2026-08-21"), joint(xml({ form: "4/A", original: "2026-08-20" })));
+    const partialOriginal = parseInsiderFiling(filing("independent"), joint(xml({ owner: "B. OFFICER", cik: "222", shares: 500, security: "Class B" })));
+    expect(buildInsiderAmendmentScopes([...partialAmendment, ...independent])[0]).toMatchObject({ ownerIdentityComplete: false, candidateOriginalAccessions: ["independent"] });
+    expect(buildInsiderAmendmentScopes([...amendment, ...partialOriginal])[0]?.candidateOriginalAccessions).toEqual(["independent"]);
+    expect(buildInsiderAmendmentScopes([...amendment, ...independent])[0]?.candidateOriginalAccessions).toEqual([]);
+  });
+
+  test("a joint-owner explanation matches both its generated filter name and each individual owner", async () => {
+    const content = xml({ form: "4/A", original: "2026-08-20", noTransactions: true })
+      .replace("</reportingOwner>", "</reportingOwner><reportingOwner><reportingOwnerId><rptOwnerName>B. OFFICER</rptOwnerName><rptOwnerCik>222</rptOwnerCik></reportingOwnerId></reportingOwner>");
+    const entry = parseInsiderFiling(filing("joint", "4/A", "2026-08-21"), content)[0]!;
+    expect(matchesInsiderOwner(entry, insiderReportedName(entry)!)).toBe(true);
+    expect(matchesInsiderOwner(entry, "B. OFFICER")).toBe(true);
+    const result = await report([{ filing: entry.filing, content }], insiderReportedName(entry)!);
+    expect(result.data.rows).toHaveLength(1);
+    expect(result.data.rows[0]).toMatchObject({ accessionNumber: "joint", status: "disclosure" });
+  });
+
+  test("an explanation-only amendment retains source text and owner filtering without inventing a missing transaction", async () => {
+    const amendedFiling = filing("explanation", "4/A", "2026-08-21");
+    const content = xml({ form: "4/A", original: "2026-08-20", noTransactions: true, note: "Corrects direct &amp; indirect ownership; no transaction amounts added." });
+    const amended = parseInsiderFiling(amendedFiling, content);
+    expect(matchesInsiderOwner(amended[0]!, "a. officer")).toBe(true);
+    expect(buildInsiderRows(amended)[0]).toMatchObject({ status: "disclosure", insider: "A. OFFICER", shares: null, remarks: "Corrects direct & indirect ownership; no transaction amounts added.", footnotes: [{ id: "F1", text: "Corrects direct & indirect ownership; no transaction amounts added." }] });
+    const result = await report([{ filing: amendedFiling, content }, { filing: filing("original"), content: xml() }], "a. officer");
+    expect(result.data.complete).toBe(false);
+    expect(result.data.rows).toHaveLength(2);
+    expect(result.data.errors).toEqual(["explanation: Form 4/A is unreconciled; affected transaction totals are unavailable."]);
+    expect(result.text).toContain("Original filed 2026-08-20");
+    expect(result.text).toContain("Corrects direct & indirect ownership");
+  });
+
+  test("actual shared report keeps corrected amounts, source explanation and unrelated owner output", async () => {
+    const amendedFiling = filing("amendment", "4/A", "2026-08-21");
+    const entries = [{ filing: amendedFiling, content: xml({ form: "4/A", original: "2026-08-20", shares: 40, note: "Corrects 100 shares to 40 shares." }) },
+      { filing: filing("original"), content: xml() },
+      { filing: filing("independent"), content: xml({ owner: "B. OFFICER", cik: "222", shares: 500, security: "Class B" }) }];
+    const result = await report(entries);
+    expect(result.data.complete).toBe(false);
+    expect(result.data.rows[0]).toMatchObject({ form: "4/A", shares: 40, originalFilingDate: "2026-08-20", transactionFootnoteIds: ["F1"], remarks: "Corrects 100 shares to 40 shares." });
+    expect(result.text).toContain("Corrects 100 shares to 40 shares.");
+    expect(result.text).toContain("4/A");
+    const independentReport = await report(entries, "b. officer");
+    expect(independentReport.data.complete).toBe(true);
+    expect(independentReport.data.rows).toHaveLength(1);
+    expect(independentReport.data.rows[0]).toMatchObject({ insider: "B. OFFICER", amendmentStatus: null });
+    expect(independentReport.data.errors).toEqual([]);
+  });
+
+  test("failed amendment content still prevents trusting potentially affected originals", async () => {
+    const result = await report([{ filing: filing("amendment", "4/A", "2026-08-21"), content: null }, { filing: filing("original"), content: xml() }], "a. officer");
+    expect(result.data.complete).toBe(false);
+    expect(result.data.rows[0]).toMatchObject({ accessionNumber: "original", shares: 100, amendmentStatus: "potentially-amended" });
+    expect(result.data.errors).toHaveLength(2);
+  });
+});

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

@@ -0,0 +1,65 @@
+import { isInsiderAmendment } from "./insider-data";
+import type { ParsedInsiderFiling } from "./model";
+
+export interface InsiderAmendmentScope {
+  accessionNumber: string;
+  originalFilingDate: string | null;
+  originalFilingDateUsable: boolean;
+  ownerCiks: string[];
+  ownerIdentityComplete: boolean;
+  candidateOriginalAccessions: string[];
+}
+
+export function isAmendedInsiderFiling(entry: ParsedInsiderFiling): boolean {
+  return isInsiderAmendment(entry.filing.form)
+    || isInsiderAmendment(entry.disclosure?.form ?? entry.transaction?.form ?? "");
+}
+
+function ownerIdentity(entry: ParsedInsiderFiling): { ciks: string[]; complete: boolean } {
+  const ciks = (entry.disclosure?.reportingOwners ?? entry.transaction?.reportingOwners ?? [])
+    .map((owner) => /^\d+$/.test(owner.cik.trim()) ? owner.cik.trim().replace(/^0+/, "") : "");
+  return { ciks: [...new Set(ciks.filter(Boolean))], complete: ciks.length > 0 && ciks.every(Boolean) };
+}
+
+function filedDay(entry: ParsedInsiderFiling): string | null {
+  const date = entry.filing.filingDate;
+  return date instanceof Date && Number.isFinite(date.getTime()) ? date.toISOString().slice(0, 10) : null;
+}
+
+/** SEC Form 4 supplies an original filing date, but no transaction replacement ID. */
+export function buildInsiderAmendmentScopes(parsed: readonly ParsedInsiderFiling[]): InsiderAmendmentScope[] {
+  const filings = [...new Map(parsed.map((entry) => [entry.filing.accessionNumber, entry])).values()];
+  return filings.filter(isAmendedInsiderFiling).map((amendment) => {
+    const originalFilingDate = amendment.disclosure?.originalFilingDate ?? null;
+    const identity = ownerIdentity(amendment);
+    const amendmentDay = filedDay(amendment);
+    const originalFilingDateUsable = originalFilingDate !== null && (!amendmentDay || originalFilingDate <= amendmentDay);
+    const candidates = filings.filter((entry) => {
+      if (isAmendedInsiderFiling(entry)) return false;
+      const originalDay = filedDay(entry);
+      if (originalDay && originalFilingDateUsable && originalDay !== originalFilingDate) return false;
+      if (originalDay && amendmentDay && originalDay > amendmentDay) return false;
+      const originalIdentity = ownerIdentity(entry);
+      // Missing ownership identity cannot establish that the filings are independent.
+      return !identity.complete || !originalIdentity.complete || identity.ciks.some((cik) => originalIdentity.ciks.includes(cik));
+    });
+    return {
+      accessionNumber: amendment.filing.accessionNumber,
+      originalFilingDate,
+      originalFilingDateUsable,
+      ownerCiks: identity.ciks,
+      ownerIdentityComplete: identity.complete,
+      candidateOriginalAccessions: candidates.map((entry) => entry.filing.accessionNumber),
+    };
+  });
+}
+
+export function affectingInsiderAmendments(entry: ParsedInsiderFiling, scopes: readonly InsiderAmendmentScope[]): InsiderAmendmentScope[] {
+  return scopes.filter((scope) => scope.accessionNumber === entry.filing.accessionNumber
+    || scope.candidateOriginalAccessions.includes(entry.filing.accessionNumber));
+}
+
+export function relevantInsiderAmendments(parsed: readonly ParsedInsiderFiling[], context: readonly ParsedInsiderFiling[] = parsed): InsiderAmendmentScope[] {
+  const scopes = buildInsiderAmendmentScopes(context);
+  return scopes.filter((scope) => parsed.some((entry) => affectingInsiderAmendments(entry, [scope]).length > 0));
+}

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

@@ -1,6 +1,6 @@
 import type { DataProvider, SecFilingItem } from "../../../types/data-provider";
-import { parseForm4Xml } from "./insider-data";
-import type { ParsedInsiderFiling } from "./model";
+import { parseInsiderFiling, type ParsedInsiderFiling } from "./model";
+import { isInsiderForm } from "./insider-data";
 
 export async function loadInsiderFilings(
   provider: DataProvider,
@@ -10,7 +10,7 @@ export async function loadInsiderFilings(
 ): Promise<SecFilingItem[]> {
   if (!provider.getSecFilings) throw new Error("Insider filing data unavailable");
   const filings = await provider.getSecFilings(symbol, count, exchange);
-  return filings.filter((filing) => filing.form.trim() === "4");
+  return filings.filter((filing) => isInsiderForm(filing.form));
 }
 
 function throwIfAborted(signal: AbortSignal | undefined): void {
@@ -36,11 +36,7 @@ export async function loadParsedInsiderFilings(
     throwIfAborted(options.signal);
     try {
       const content = await provider.getSecFilingContent(filing);
-      parsed.push({
-        filing,
-        transaction: content ? parseForm4Xml(content) : null,
-        isLoading: false,
-      });
+      parsed.push(...parseInsiderFiling(filing, content));
     } catch {
       throwIfAborted(options.signal);
       parsed.push({ filing, transaction: null, isLoading: false });

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

@@ -94,6 +94,20 @@ describe("insider client", () => {
     expect(result).toHaveLength(2);
     expect(maxActiveContentLoads).toBe(1);
   });
+
+  test("filing limit expands every transaction and reports failed content even with an owner filter", async () => {
+    const tx = (shares: number) => `<nonDerivativeTransaction><securityTitle><value>Class A</value></securityTitle><transactionDate><value>2026-08-20</value></transactionDate><transactionCoding><transactionCode>G</transactionCode></transactionCoding><transactionAmounts><transactionShares><value>${shares}</value></transactionShares></transactionAmounts></nonDerivativeTransaction>`;
+    const provider = createTestDataProvider({
+      getSecFilings: async () => parsed.map(({ filing }) => filing),
+      getSecFilingContent: async (filing) => filing.accessionNumber === "one"
+        ? `<ownershipDocument><reportingOwner><reportingOwnerId><rptOwnerName>SU LISA T</rptOwnerName></reportingOwnerId></reportingOwner>${tx(55)}${tx(294)}</ownershipDocument>`
+        : null,
+    });
+    const result = await createInsiderHeadless().load(args("su lisa t", 2), { ...context(), marketData: provider });
+    expect(result.rows.map((row) => [row.id, row.shares, row.side])).toEqual([["one:0", 55, "GIFT"], ["one:1", 294, "GIFT"]]);
+    expect(result.metadata).toMatchObject({ parsed: 1, transactions: 2, requested: 2 });
+    expect(result.errors).toEqual(["two: Form 4 transactions are unavailable or incomplete."]);
+  });
 });
 
 describe("insider headless model", () => {

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

@@ -9,10 +9,14 @@ import { loadParsedInsiderFilings } from "./client";
 import {
   buildInsiderRows,
   buildInsiderSummary,
+  buildInsiderDisclosureText,
+  matchesInsiderOwner,
   type ParsedInsiderFiling,
 } from "./model";
+import { relevantInsiderAmendments } from "./amendments";
 
 const INSIDER_COLUMNS: HeadlessPaneColumn[] = [
+  { key: "form", header: "Form" },
   {
     key: "filingDate",
     header: "Filed",
@@ -25,6 +29,8 @@ const INSIDER_COLUMNS: HeadlessPaneColumn[] = [
   },
   { key: "insider", header: "Insider" },
   { key: "title", header: "Title" },
+  { key: "security", header: "Security" },
+  { key: "isDerivative", header: "Derivative" },
   { key: "side", header: "Side" },
   {
     key: "shares",
@@ -83,7 +89,7 @@ export function createInsiderHeadless(
       {
         key: "limit",
         aliases: ["count", "rows"],
-        description: "Maximum Form 4 filings to parse.",
+        description: "Maximum Form 4 and Form 4/A filings to parse.",
         type: "integer",
         defaultValue: 20,
         minimum: 1,
@@ -98,16 +104,32 @@ export function createInsiderHeadless(
       const parsed = await dependencies.loadParsed(symbol, limit, args, ctx);
       const name = String(args.options.name ?? "").trim().toLocaleLowerCase();
       const filtered = name
-        ? parsed.filter(({ transaction }) => transaction?.reportedName.toLocaleLowerCase() === name)
+        ? parsed.filter((entry) => matchesInsiderOwner(entry, name))
         : parsed;
+      const amendments = relevantInsiderAmendments(filtered, parsed);
+      const incomplete = [...new Set(buildInsiderRows(parsed)
+        .filter((row) => row.status !== "parsed" && row.status !== "disclosure")
+        .map((row) => row.accessionNumber))];
       return {
-        rows: buildInsiderRows(filtered),
+        rows: buildInsiderRows(filtered, parsed),
+        errors: [
+          ...incomplete.map((accessionNumber) => `${accessionNumber}: Form 4 transactions are unavailable or incomplete.`),
+          ...amendments.map((scope) => `${scope.accessionNumber}: Form 4/A is unreconciled; affected transaction totals are unavailable.`),
+        ],
         metadata: {
           symbol,
-          summary: buildInsiderSummary(parsed),
-          parsed: parsed.filter(({ transaction }) => transaction != null).length,
+          summary: buildInsiderSummary(filtered, Date.now(), parsed),
+          amendments,
+          notices: amendments.map((scope) => {
+            const entry = parsed.find(({ filing }) => filing.accessionNumber === scope.accessionNumber)!;
+            return [`Form 4/A ${scope.accessionNumber}${scope.originalFilingDate ? ` | Original filed ${scope.originalFilingDate}` : ""}`,
+              buildInsiderDisclosureText(entry)].filter(Boolean).join("\n");
+          }),
+          parsed: new Set(parsed.filter(({ transaction }) => transaction != null).map(({ filing }) => filing.accessionNumber)).size,
+          transactions: filtered.filter(({ transaction }) => transaction != null).length,
           requested: limit,
           name: name || null,
+          limitations: ["Loaded Form 4 and Form 4/A rows are as filed, not reconciled transactions; affected aggregates are withheld."],
         },
       };
     },