gloomberb 0.16.6 → 0.17.0

package/src/plugins/builtin/research/relative-valuation-model.ts

@@ -1,15 +1,29 @@
 import { comparablePriceEarnings, notMeaningfulMultiples } from "../../../utils/price-earnings";
 import { selectMarketCapitalization } from "../../../utils/market-capitalization";
 import { reportedEnterpriseValue } from "../../../utils/fundamentals";
+import { getExtendedSessionDisplay, getQuoteSessionFields } from "../../../market-data/market/status";
+import { atRegularSessionPrice, movePriceDerivedFigures } from "../../../market-data/quotes/regular-session-valuation";
 import type { Quote, TickerFinancials } from "../../../types/financials";
 
 export const RELATIVE_VALUATION_STALE_QUOTE_NOTICE = "Quote stale: quote-based values unavailable";
 export const RELATIVE_VALUATION_STALE_FUNDAMENTALS_NOTICE = "Fundamentals stale: retained values may be out of date";
 
-export function relativeValuationValues(financials: TickerFinancials | null) {
+/**
+ * A peer's row. Last, its change and the extended print are the quote's
+ * sessions as `quote` reads them (getQuoteSessionFields): after the close,
+ * the close and its move, and the pre-market or after-hours print measured
+ * from it. Every figure measured at the price (market cap, P/E, forward P/E
+ * and through the cap the FCF yield) is at that regular session price too.
+ */
+export function relativeValuationValues(snapshot: TickerFinancials | null) {
+  const reported = snapshot?.quote;
+  const financials = snapshot ? atRegularSessionPrice(snapshot) : null;
   const quote = financials?.quote;
   const fundamentals = financials?.fundamentals;
   const quoteStale = quote?.stale === true;
+  const session = getQuoteSessionFields(quoteStale ? null : quote);
+  // An overnight price that is the session's bid and ask midpoint, nothing having traded in it.
+  const extendedMark = !quoteStale && getExtendedSessionDisplay(quote)?.mark === true;
   const capitalization = selectMarketCapitalization(quoteStale ? undefined : quote, fundamentals);
   const enterpriseValue = reportedEnterpriseValue(fundamentals);
   // A zero or non-finite enterprise value is the source's gap, and the ratio it serves beside it comes from the same observation.
@@ -27,21 +41,21 @@ export function relativeValuationValues(financials: TickerFinancials | null) {
     ...(forwardNotMeaningful ? { forwardPE: forwardNotMeaningful } : {}),
   };
   return {
-    price: quoteStale ? null : quote?.price ?? null,
+    ...session,
+    extendedMark,
     quoteStale: quote?.stale ?? null,
     quoteAsOf: quote && Number.isFinite(quote.lastUpdated) && quote.lastUpdated > 0 ? quote.lastUpdated : null,
-    // Retain the rejected observation separately from values used for comparison.
-    reportedQuote: quote ? {
-      price: quote.price, changePercent: quote.changePercent, marketCap: quote.marketCap ?? null,
-      currency: quote.currency, lastUpdated: quote.lastUpdated, stale: quote.stale ?? null,
-      providerId: quote.providerId ?? null, dataSource: quote.dataSource ?? null,
+    // The observation as sent, apart from the values used for comparison: a rejected stale quote, or the print the source priced.
+    reportedQuote: reported ? {
+      price: reported.price, changePercent: reported.changePercent, marketCap: reported.marketCap ?? null,
+      currency: reported.currency, lastUpdated: reported.lastUpdated, stale: reported.stale ?? null,
+      providerId: reported.providerId ?? null, dataSource: reported.dataSource ?? null,
     } : null,
     fundamentalsProvenance: fundamentals ? {
       source: fundamentals.source ?? null, retrievedAt: fundamentals.fetchedAt ?? null,
       stale: fundamentals.stale ?? null,
     } : null,
     currency: quote?.currency ?? null,
-    changePercent: quoteStale ? null : quote?.changePercent ?? null,
     marketCap: capitalization?.value ?? null,
     marketCapCurrency: capitalization?.currency ?? null,
     marketCapProvenance: capitalization?.provenance ?? null,
@@ -68,17 +82,27 @@ function scaled(value: number | undefined, ratio: number): number | undefined {
   return value != null && Number.isFinite(value) ? value * ratio : value;
 }
 
+/** What a quote says about its sessions; a newer quote's replaces the snapshot's whole, so a close never pairs with another day's print. */
+const SESSION_FIELDS = [
+  "marketState", "changeSessionDate", "regularClose", "regularCloseSessionDate", "regularChange", "regularChangePercent",
+  "preMarketPrice", "preMarketChange", "preMarketChangePercent", "postMarketPrice", "postMarketChange", "postMarketChangePercent",
+  "extendedSessionPrint", "overnightPrice", "overnightChange", "overnightChangePercent", "overnightPriceKind",
+] as const satisfies readonly (keyof Quote)[];
+
 /**
- * The snapshot with a newer quote laid over it. Fundamentals stay from the
- * snapshot. Values measured against the price move by live price / snapshot
- * price, but only from a price they were measured at: the quote's market cap
- * (and through it the FCF yield) when the snapshot quote is not stale, and the
- * P/E multiples and the fundamentals' cap when the fundamentals are not stale
- * either. A stale snapshot quote drops its cap, so the row falls back to the
- * fundamentals' cap as it would without the live quote. EV/Sales stays at the
- * snapshot: only its equity part moves with the price, and the snapshot does
- * not say how large that part is. A quote in another currency, or a stale one,
- * leaves the snapshot alone.
+ * The snapshot with a newer quote laid over it, its sessions included, so
+ * relativeValuationValues reads the newer quote's regular session and
+ * extended print. Fundamentals stay from the snapshot. Values measured
+ * against the price move by live price / snapshot price (and from there to
+ * the regular session price in relativeValuationValues), but only from a
+ * price they were measured at: the quote's market cap (and through it the
+ * FCF yield) when the snapshot quote is not stale, and the fundamentals'
+ * price-derived figures (movePriceDerivedFigures: the P/E multiples, the cap,
+ * and the equity part of the enterprise value and EV/Sales) when the
+ * fundamentals are not stale either. A stale snapshot quote drops its cap, so
+ * the row falls back to the fundamentals' cap as it would without the live
+ * quote. A quote in another currency, or a stale one, leaves the snapshot
+ * alone.
  */
 export function withLiveQuote(financials: TickerFinancials | null, live: Quote | null | undefined): TickerFinancials | null {
   const base = financials?.quote;
@@ -91,6 +115,8 @@ export function withLiveQuote(financials: TickerFinancials | null, live: Quote |
     price: live.price,
     change: live.change,
     changePercent: live.changePercent,
+    previousClose: live.previousClose ?? base.previousClose,
+    ...Object.fromEntries(SESSION_FIELDS.map((key) => [key, live[key]])),
     lastUpdated: live.lastUpdated,
     stale: live.stale,
     ...(live.dataSource ? { dataSource: live.dataSource } : {}),
@@ -103,11 +129,6 @@ export function withLiveQuote(financials: TickerFinancials | null, live: Quote |
   return {
     ...financials,
     quote: { ...quote, marketCap: scaled(base.marketCap, ratio) },
-    fundamentals: fundamentals && fundamentals.stale !== true ? {
-      ...fundamentals,
-      trailingPE: scaled(fundamentals.trailingPE, ratio),
-      forwardPE: scaled(fundamentals.forwardPE, ratio),
-      marketCap: fundamentals.marketCapCurrency === live.currency ? scaled(fundamentals.marketCap, ratio) : fundamentals.marketCap,
-    } : fundamentals,
+    fundamentals: fundamentals && fundamentals.stale !== true ? movePriceDerivedFigures(fundamentals, live.currency, ratio) : fundamentals,
   };
 }

package/src/plugins/builtin/research/relative-valuation-pane.tsx

@@ -19,6 +19,7 @@ import type { QuoteSubscriptionTarget } from "../../../types/data-provider";
 import type { TickerFinancials } from "../../../types/financials";
 import { normalizeSymbol } from "../../../utils/exchanges";
 import { colors, priceColor } from "../../../theme/colors";
+import { extendedSessionStateLabel, type ExtendedSession } from "../../../market-data/market/status";
 import { compareSortValues, nextHeaderSort, type SortDirection } from "../../../utils/sort-values";
 import { formatCompact, formatCurrency, formatLevelPercent, formatNumber, formatPercent, formatPercentRaw } from "../../../utils/format";
 import { parseDisplayDate } from "../../../utils/datetime-format";
@@ -30,7 +31,8 @@ import { useBoundTicker as useSymbolBinding } from "../shared/ticker-request";
 import { useFxRatesMap } from "../../../market-data/hooks";
 import { RELATIVE_VALUATION_STALE_FUNDAMENTALS_NOTICE, relativeValuationValues, withLiveQuote } from "./relative-valuation-model";
 
-type RelativeColumnId = "symbol" | "price" | "changePercent" | "marketCap" | "trailingPE" | "forwardPE" | "evSales" | "fcfYield" | "revenueGrowth" | "operatingMargin";
+type ExtendedColumnId = "preMarket" | "afterHours" | "overnight";
+type RelativeColumnId = "symbol" | "price" | "changePercent" | ExtendedColumnId | "marketCap" | "trailingPE" | "forwardPE" | "evSales" | "fcfYield" | "revenueGrowth" | "operatingMargin";
 type RelativeColumn = DataTableColumn & { id: RelativeColumnId };
 type RelativeRow = ReturnType<typeof relativeValuationValues> & {
   symbol: string;
@@ -45,7 +47,24 @@ function relativeSymbolsFromPane(symbol: string | null, paneSettings: Record<str
   return symbol ? [symbol] : [];
 }
 
-function buildRelativeColumns(baseCurrency: string): RelativeColumn[] {
+const EXTENDED_COLUMN_IDS: Record<ExtendedSession, ExtendedColumnId> = { PRE: "preMarket", POST: "afterHours", OVERNIGHT: "overnight" };
+
+/** The extended sessions some peer has a print for, in the order their columns go. */
+function extendedSessionsOf(rows: readonly RelativeRow[]): ExtendedSession[] {
+  return (["PRE", "POST", "OVERNIGHT"] as const).filter((session) => rows.some((row) => row.extendedSession === session));
+}
+
+/** A peer's move in the extended-session column `columnId`, from the close in LAST. */
+function extendedMove(row: RelativeRow, columnId: ExtendedColumnId): number | null {
+  return row.extendedSession != null && EXTENDED_COLUMN_IDS[row.extendedSession] === columnId ? row.extendedChangePercent : null;
+}
+
+/**
+ * LAST and CHG% are the regular session, as `quote` reads them; a PRE-MKT,
+ * AFTER-HRS or OVERNIGHT column, named as BI and MOST name it, follows CHG%
+ * for each session in `extendedSessions`.
+ */
+function buildRelativeColumns(baseCurrency: string, extendedSessions: readonly ExtendedSession[]): RelativeColumn[] {
   const symbolWidth = 8;
   const priceWidth = 10;
   const pctWidth = 8;
@@ -55,6 +74,9 @@ function buildRelativeColumns(baseCurrency: string): RelativeColumn[] {
     { id: "symbol", label: "TICKER", width: symbolWidth, align: "left" },
     { id: "price", label: "LAST", width: priceWidth, align: "right" },
     { id: "changePercent", label: "CHG%", width: pctWidth, align: "right" },
+    ...extendedSessions.map((session): RelativeColumn => ({
+      id: EXTENDED_COLUMN_IDS[session], label: extendedSessionStateLabel(session), width: 9, align: "right",
+    })),
     { id: "marketCap", label: `MCAP ${baseCurrency}`, width: capWidth, align: "right" },
     { id: "trailingPE", label: "P/E", width: metricWidth, align: "right" },
     { id: "forwardPE", label: "FWD", width: metricWidth, align: "right" },
@@ -74,7 +96,9 @@ interface RelativeSortPreference {
 const DEFAULT_RELATIVE_SORT: RelativeSortPreference = { columnId: "marketCap", direction: "desc" };
 
 function relativeSortValue(row: RelativeRow, columnId: RelativeColumnId): string | number | null {
-  return columnId === "symbol" ? row.symbol.toLocaleLowerCase() : row[columnId];
+  if (columnId === "symbol") return row.symbol.toLocaleLowerCase();
+  if (columnId === "preMarket" || columnId === "afterHours" || columnId === "overnight") return extendedMove(row, columnId);
+  return row[columnId];
 }
 
 function sortRelativeRowIndices(
@@ -153,7 +177,12 @@ export function RelativeValuationPane({ focused, width, height }: PaneProps) {
     };
   }), [liveQuotes, peers]);
   const fxRates = useFxRatesMap([baseCurrency, ...rows.map((row) => row.marketCapCurrency)]);
-  const columns = useMemo(() => buildRelativeColumns(baseCurrency), [baseCurrency]);
+  // A pre-market or after-hours print gets its own column when a peer has one.
+  const extendedSessionsKey = extendedSessionsOf(rows).join(",");
+  const columns = useMemo(
+    () => buildRelativeColumns(baseCurrency, extendedSessionsKey ? extendedSessionsKey.split(",") as ExtendedSession[] : []),
+    [baseCurrency, extendedSessionsKey],
+  );
 
   const comparableRows = useMemo(() => rows.map((row) => ({
     ...row, marketCap: convertMarketCapitalization(row.marketCap, row.marketCapCurrency, baseCurrency, fxRates),
@@ -195,6 +224,12 @@ export function RelativeValuationPane({ focused, width, height }: PaneProps) {
         return { text: row.price != null ? formatCurrency(row.price, row.currency ?? "USD") : "-", color: colors.text };
       case "changePercent":
         return { text: row.changePercent != null ? formatPercentRaw(row.changePercent) : "-", color: priceColor(row.changePercent ?? 0) };
+      case "preMarket":
+      case "afterHours":
+      case "overnight": {
+        const move = extendedMove(row, column.id);
+        return { text: move != null ? formatPercentRaw(move) : "-", value: move, color: move == null ? colors.textDim : priceColor(move) };
+      }
       case "marketCap":
         return { text: formatCompact(row.marketCap ?? undefined, { fixedDecimals: true }), color: colors.textDim };
       case "trailingPE":

package/src/plugins/builtin/scanner/flow-pane.tsx

@@ -66,6 +66,12 @@ function buildColumns(width: number, dated: boolean): DataTableColumn[] {
   ];
 }
 
+function sideColor(side: ScannerFlowEvent["side"]): string {
+  if (side === "ask") return colors.positive;
+  if (side === "bid") return colors.negative;
+  return side === "mid" ? colors.text : colors.textDim;
+}
+
 // Stable table adapters so memoized rows survive feed ticks.
 const eventKey = (event: ScannerFlowEvent) => event.id;
 
@@ -90,7 +96,8 @@ function renderCell(
     case "expiry":
       return { text: formatFlowExpiry(event.expiry), color: colors.textDim };
     case "side":
-      return { text: formatFlowSide(event.side), color: colors.textDim };
+      // Bought at the ask reads green, sold at the bid red, as on every tape; the word stays.
+      return { text: formatFlowSide(event.side), color: sideColor(event.side) };
     case "size":
       return { text: formatCompact(event.size) };
     case "premium":

package/src/plugins/builtin/sec/filing-display.tsx

@@ -1,5 +1,4 @@
-import { Box, Text } from "../../../ui";
-import { colors } from "../../../theme/colors";
+import { EmptyState } from "../../../components";
 import { formatShortDate } from "../../../utils/datetime-format";
 import { formatCompact, formatCurrency, formatNumber } from "../../../utils/format";
 import { transactionTypeLabel, type InsiderTransaction } from "../insider/insider-data";
@@ -21,17 +20,8 @@ export function formatFilingFormLabel(form: string, fallback = "FORM 4"): string
   return value ? `FORM ${value}` : fallback;
 }
 
-export function renderFilingNotice(message: string, width: number) {
-  const lines = wrapNoticeLines(message, width - 4);
-  return (
-    <Box flexDirection="column" paddingX={1} paddingY={1}>
-      {lines.map((line, index) => (
-        <Box key={index} height={1}>
-          <Text fg={colors.textDim}>{line}</Text>
-        </Box>
-      ))}
-    </Box>
-  );
+export function renderFilingNotice(message: string) {
+  return <EmptyState title={message} />;
 }
 
 export function buildInsiderTransactionTitle(transaction: InsiderTransaction): string {
@@ -61,26 +51,3 @@ export function buildInsiderTransactionDetailBody(transaction: InsiderTransactio
   ];
   return lines.join("\n");
 }
-
-function wrapNoticeLines(text: string, width: number): string[] {
-  const maxWidth = Math.max(width, 12);
-  const words = text.trim().split(/\s+/);
-  const lines: string[] = [];
-  let current = "";
-
-  for (const word of words) {
-    if (!current) {
-      current = word;
-      continue;
-    }
-    if (current.length + 1 + word.length <= maxWidth) {
-      current = `${current} ${word}`;
-    } else {
-      lines.push(current);
-      current = word;
-    }
-  }
-
-  if (current) lines.push(current);
-  return lines;
-}

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

@@ -6,16 +6,21 @@ import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator
 import { useShortcut } from "../../../react/input";
 import { isPlainKey } from "../../../utils/keyboard";
 import { instrumentFromTicker } from "../../../market-data/request-types";
-import { useDebouncedPluginPaneState } from "../../runtime";
+import { useDebouncedPluginPaneState, usePluginPaneState } from "../../runtime";
 import { usePaneSettingValue } from "../../../state/app/context";
 import type { ScrollBoxRenderable } from "../../../ui";
-import { EmptyState, FeedDataTableStackView, Spinner, StatGrid, usePaneNoticeFooter, useTableLoadMore, type FeedDataTableItem, type StatItem } from "../../../components";
+import { EmptyState, FeedDataTableStackView, QueryBar, Spinner, TickerBadgeList, usePaneNoticeFooter, useTableLoadMore, type FeedDataTableItem, type PaneHint, type QueryBarFilter } from "../../../components";
+import { displayWidth } from "../../../utils/format";
+import type { DetailFact } from "../../../components/reader/detail-reader";
+import type { ThemeColors } from "../../../theme/colors";
+import { useThemeColors } from "../../../theme/theme-context";
+import { useOpenDescription } from "../shared/open-description";
+import { toneColor } from "../shared/research-cells";
 import { mayBeUsEquityOrFundTicker, mayBeUsEquityTicker, secFilingItemCodes } from "../../../utils/sec";
-import { parseForm4Xml, transactionTypeLabel } from "../insider/insider-data";
+import { parseForm4Xml } from "../insider/insider-data";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import {
   formatFilingMetaDate,
-  buildInsiderTransactionTitle,
   buildInsiderTransactionDetailBody,
   renderFilingNotice,
 } from "./filing-display";
@@ -37,6 +42,11 @@ import { SignInWall } from "../cloud/auth-actions";
 import { ETF_FILING_FORMS, ETF_FORMS_SETTING, filterFilingsByForms, parseFormsSetting, SEC_FILING_FETCH_LIMIT } from "./forms";
 import { createSecHeadless, fundFilingsEmpty, secHeadless } from "./headless";
 import {
+  ALL_FORMS,
+  COMPANY_FORM_GROUPS,
+  filingTone,
+  filterFilingsByGroup,
+  FUND_FORM_GROUPS,
   getFilingDisplayTitle,
   getFilingColumnText,
   getFormDescription,
@@ -45,6 +55,7 @@ import {
   secIssuerLabel,
   secReportedAcceptance,
 } from "./model";
+import { rowSummary, rowSummaryTarget } from "./row-summaries";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { createSecFilingSearchProvider, resetSecFilingFocusRequests, useSecFilingFocusRequest } from "./command-bar-search";
 
@@ -53,6 +64,8 @@ export { secHeadless } from "./headless";
 const SEC_FILING_PAGE_SIZE = 50;
 const NO_FILINGS: SecFilingItem[] = [];
 const OWNERSHIP_FORMS = new Set(["3", "4", "5"]);
+/** At most this many rows on screen have their insider forms and fund flow notices read for their row text. */
+const OWNERSHIP_ROWS_READ = 40;
 
 function formatFiledAt(filing: SecFilingItem): string {
   return formatFilingMetaDate(filing.filingDate);
@@ -122,16 +135,6 @@ function buildDetailBodyWithDocuments({
   return lines.join("\n");
 }
 
-function buildForm4Preview(content: string | null): string | null {
-  if (!content) return null;
-  const transactions = parseForm4Xml(content);
-  const tx = transactions[0];
-  if (!tx) return null;
-  if (transactions.length === 1) return `${tx.reportedName} — ${buildInsiderTransactionTitle(tx)}`;
-  const types = [...new Set(transactions.map((transaction) => transactionTypeLabel(transaction.transactionType)))];
-  return `${tx.reportedName} — ${transactions.length} transactions: ${types.join(", ")}`;
-}
-
 function buildForm4Detail(content: string | null, filing: SecFilingItem): string {
   if (!content) return buildDetailBody(filing);
   const transactions = parseForm4Xml(content);
@@ -149,6 +152,9 @@ function buildForm4Detail(content: string | null, filing: SecFilingItem): string
 }
 
 function toFeedItems(
+  colors: ThemeColors,
+  issuerTicker: { symbol: string; open: () => void } | null,
+  showIssuer: boolean,
   filings: SecFilingItem[],
   selectedAccessionNumber: string | undefined,
   contentCache: Map<string, string | null>,
@@ -169,10 +175,10 @@ function toFeedItems(
       ? `${buildDetailBody(filing)}\n\nReadable filing content was not available for this document.`
       : buildDetailBody(filing);
 
-    // For Form 4s, build structured preview and detail from parsed XML
-    const form4Preview = isOwnership && hasFetchedContent
-      ? buildForm4Preview(fetchedContent ?? null)
-      : null;
+    // An insider form read once says who traded and how, a fund's 24F-2NT its
+    // year's flows; the row says it too.
+    const summaryTarget = rowSummaryTarget(filing);
+    const readSummary = summaryTarget ? rowSummary(filing.form, contentCache.get(summaryTarget.accessionNumber)) : null;
     const form4Detail = isOwnership && hasFetchedContent
       ? buildForm4Detail(fetchedContent ?? null, filing)
       : null;
@@ -197,13 +203,28 @@ function toFeedItems(
     const enrichedTitle = formDesc
       ? `${displayTitle} — ${formDesc}`
       : displayTitle;
+    const summary = readSummary?.title ?? getFilingColumnText(filing);
+    const items = secFilingItemCodes(filing.items);
+    const facts: DetailFact[] = [
+      { label: "Issuer", value: filing.companyName || "Name unavailable" },
+      ...(issuerTicker ? [{ label: "Ticker", value: issuerTicker.symbol, link: { label: `Open ${issuerTicker.symbol}`, onOpen: issuerTicker.open } }] : []),
+      { label: "CIK", value: filing.cik },
+      { label: "Form", value: formDesc ? `${filing.form} · ${formDesc}` : filing.form, color: toneColor(filingTone(filing, readSummary?.direction), colors) },
+      { label: "Filed", value: formatFiledAt(filing) },
+      ...(acceptedAt ? [{ label: "SEC-reported acceptance", value: acceptedAt }] : []),
+      ...(items ? [{ label: "Items", value: items }] : []),
+      { label: "Accession", value: filing.accessionNumber },
+    ];
 
     return {
       id: filing.accessionNumber,
       eyebrow: filing.form,
-      title: form4Preview || getFilingColumnText(filing),
+      eyebrowColor: toneColor(filingTone(filing, readSummary?.direction), colors),
+      // A ticker shared by several filers names the filer on each row.
+      title: showIssuer && filing.companyName ? `${filing.companyName}: ${summary}` : summary,
       timestamp: filing.filingDate,
       detailTitle: enrichedTitle,
+      detailFacts: facts,
       detailMeta: [
         secIssuerLabel(filing),
         `Filed ${formatFiledAt(filing)}`,
@@ -218,8 +239,11 @@ function toFeedItems(
   });
 }
 
-function SecView({ width, height, focused }: { width: number; height: number; focused: boolean }) {
+/** `paneType` is set for the standalone pane and absent in the DES tab, whose header already names the security. */
+function SecView({ width, height, focused, paneType }: { width: number; height: number; focused: boolean; paneType?: string }) {
   const { ticker } = usePaneTickerIdentity();
+  const colors = useThemeColors();
+  const openDescription = useOpenDescription();
   const selectionKey = `selectedIdx:${ticker?.metadata.ticker ?? "none"}`;
   const [selectedIdx, setSelectedIdx] = useDebouncedPluginPaneState<number>(selectionKey, 0);
   // The open filing is what the pane shows, so it is pane state: it restores
@@ -251,10 +275,22 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
   const issuerFilings = useResolvedEntryValue(filingsEntry) ?? NO_FILINGS;
   // The filter runs over every filing the service returned for the issuer,
   // the same list the unfiltered pane shows, not over a first page of it.
-  const filings = useMemo(
+  const formFilings = useMemo(
     () => (forms ? filterFilingsByForms(issuerFilings, forms) : issuerFilings),
     [forms, issuerFilings],
   );
+  // The fund view (ETF) has its own groups; each view keeps its own choice.
+  const groups = forms ? FUND_FORM_GROUPS : COMPANY_FORM_GROUPS;
+  const [storedGroup, setFormGroup] = usePluginPaneState<string>(forms ? "fundFormGroup" : "formGroup", ALL_FORMS);
+  const formGroup = groups.some((group) => group.value === storedGroup) ? storedGroup : ALL_FORMS;
+  // A ticker can map to more than one filer (CIK); each can be listed alone.
+  const issuers = useMemo(() => secFilingIssuers(formFilings), [formFilings]);
+  const [storedIssuer, setIssuer] = usePluginPaneState<string>("issuerCik", ALL_FORMS);
+  const issuerCik = issuers.some((issuer) => issuer.cik === storedIssuer) ? storedIssuer : ALL_FORMS;
+  const filings = useMemo(() => {
+    const grouped = filterFilingsByGroup(formFilings, groups, formGroup);
+    return issuerCik === ALL_FORMS ? grouped : grouped.filter((filing) => filing.cik === issuerCik);
+  }, [formFilings, formGroup, groups, issuerCik]);
   const filterHistoryCapped = !!forms && issuerFilings.length >= SEC_FILING_FETCH_LIMIT;
   const [visibleCount, setVisibleCount] = useState(SEC_FILING_PAGE_SIZE);
   const visibleFilings = useMemo(() => filings.slice(0, visibleCount), [filings, visibleCount]);
@@ -266,7 +302,7 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
   );
   useEffect(() => {
     setVisibleCount(SEC_FILING_PAGE_SIZE);
-  }, [ticker?.metadata.ticker, ticker?.metadata.exchange, formsSetting]);
+  }, [ticker?.metadata.ticker, ticker?.metadata.exchange, formsSetting, formGroup, issuerCik]);
   const loading = filingsEntry?.phase === "loading" || filingsEntry?.phase === "refreshing";
   // A restored or shared open filing can sit past the first page, or be gone
   // from the feed entirely.
@@ -284,7 +320,7 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
   const error = filingsEntry?.error && filingsEntry.error.reasonCode !== "NO_DATA" ? filingsEntry.error.message : null;
   // Hosted, the only filings source is Gloom Cloud, which needs an account.
   const cloudSession = useResearchCloudSession();
-  const authWall = filings.length === 0 && isCloudSessionRequired(error);
+  const authWall = formFilings.length === 0 && isCloudSessionRequired(error);
 
   const openFiling = openItemId
     ? filings.find((filing) => filing.accessionNumber === openItemId) ?? null
@@ -298,14 +334,30 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
     || documentsEntry?.phase === "refreshing"
   );
 
-  // Only the filing in view needs its content; queueing every ownership form in
-  // the list fires dozens of SEC requests the user never looks at.
+  // The open filing's content comes first. Insider forms say who traded only
+  // in their text, so the ones around the cursor are read after it, one at a
+  // time, for their rows; the rest of the list is never queued, which would
+  // fire dozens of requests for rows nobody looks at. Read text is cached.
   const selectedFiling = visibleFilings[selectedIdx];
-  const contentTargets = useMemo(() => [
+  // The rows on screen, as a share of the list so it holds for terminal rows and desktop pixels alike.
+  const [onScreen, setOnScreen] = useState({ first: 0, count: height });
+  const trackScroll = useCallback(() => {
+    loadMore();
+    const box = scrollRef.current;
+    if (!box?.viewport || !(box.scrollHeight > 0) || visibleFilings.length === 0) return;
+    const first = Math.floor((box.scrollTop / box.scrollHeight) * visibleFilings.length);
+    const count = Math.ceil((box.viewport.height / box.scrollHeight) * visibleFilings.length) + 1;
+    setOnScreen((current) => (current.first === first && current.count === count ? current : { first, count }));
+  }, [loadMore, visibleFilings.length]);
+  const nearbyOwnership = useMemo(() => [
+    ...(selectedFiling ? [selectedFiling] : []),
+    ...visibleFilings.slice(onScreen.first, onScreen.first + Math.min(OWNERSHIP_ROWS_READ, onScreen.count)),
+  ].map(rowSummaryTarget).filter((target): target is SecFilingItem => !!target), [onScreen, selectedFiling, visibleFilings]);
+  const viewedTargets = useMemo(() => [
     ...(openFiling ? [openFiling] : []),
     ...buildInlineFilingContentTargets(openFiling, openDocuments),
-    ...(selectedFiling && OWNERSHIP_FORMS.has(selectedFiling.form.trim()) ? [selectedFiling] : []),
-  ], [openDocuments, openFiling, selectedFiling]);
+  ], [openDocuments, openFiling]);
+  const contentTargets = useMemo(() => [...viewedTargets, ...nearbyOwnership], [nearbyOwnership, viewedTargets]);
   const { contentCache, contentErrors, retry: retryContent, loadingKey } = useSecFilingContentCache({
     scopeKey: `${ticker?.metadata.ticker ?? "none"}:${ticker?.metadata.exchange ?? ""}:${eligibleTicker}`,
     targets: contentTargets,
@@ -352,14 +404,24 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
     }
   }, [selectedIdx, setSelectedIdx, visibleFilings.length]);
 
+  // The pane's own ticker opens its description; a fund or equity both have one.
+  const issuerTicker = useMemo(() => (ticker && paneType ? {
+    symbol: ticker.metadata.ticker,
+    open: () => openDescription(ticker.metadata.ticker, ticker.metadata.exchange || undefined),
+  } : null), [openDescription, paneType, ticker]);
+  const hints = useMemo<PaneHint[]>(() => (issuerTicker
+    ? [{ id: "sec-description", key: "d", label: "es", title: `Open ${issuerTicker.symbol}`, onPress: issuerTicker.open }]
+    : []), [issuerTicker]);
   usePaneStatusLinkFooter({
     registrationId: "sec",
     focused,
     url: openFiling?.filingUrl,
     source: openFiling?.form,
     label: "filing",
-    loading: loading || loadingDocuments || !!loadingKey,
+    // Rows read in the background for their insiders do not hold up the pane.
+    loading: loading || loadingDocuments || (!!loadingKey && viewedTargets.some((target) => target.accessionNumber === loadingKey)),
     error: authWall ? null : error ?? detailError,
+    hints,
     showOpenHint: !!openFiling?.filingUrl,
   });
 
@@ -373,25 +435,48 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
     title: "Fund filings",
   });
 
-  // One cell per filer: a ticker can map to more than one CIK.
-  const issuerItems = useMemo<StatItem[]>(() => secFilingIssuers(filings).map((issuer) => ({
-    id: issuer.cik,
-    label: "Issuer",
-    value: issuer.companyName || "Name unavailable",
-    detail: `CIK ${issuer.cik}`,
-  })), [filings]);
+  const queryFilters = useMemo<QueryBarFilter[]>(() => [
+    {
+      id: "form",
+      label: "Form",
+      value: formGroup,
+      defaultValue: ALL_FORMS,
+      options: [{ value: ALL_FORMS, label: forms ? "All fund forms" : "All forms" }, ...groups.map((group) => ({ value: group.value, label: group.label }))],
+      onChange: (value: string) => { setFormGroup(value); setSelectedIdx(0, { immediate: true }); setOpenItemId(null); },
+    },
+    ...(issuers.length > 1 ? [{
+      id: "issuer",
+      label: "Filer",
+      value: issuerCik,
+      defaultValue: ALL_FORMS,
+      options: [{ value: ALL_FORMS, label: "All filers" }, ...issuers.map((issuer) => ({ value: issuer.cik, label: issuer.companyName || `CIK ${issuer.cik}` }))],
+      onChange: (value: string) => { setIssuer(value); setSelectedIdx(0, { immediate: true }); setOpenItemId(null); },
+    }] : []),
+  ], [formGroup, forms, groups, issuerCik, issuers, setFormGroup, setIssuer, setOpenItemId, setSelectedIdx]);
+  // The ticker and the filer once, beside the filters: every row is their filing.
+  const issuerMeta = issuers.length === 1 ? secIssuerLabel(issuers[0]!).replace(/CIK 0+/, "CIK ") : undefined;
+  const queryBar = (
+    <QueryBar
+      width={width}
+      filters={queryFilters}
+      meta={issuerMeta}
+      leading={issuerTicker
+        ? <TickerBadgeList symbols={[issuerTicker.symbol]} width={displayWidth(issuerTicker.symbol) + 2} listed onOpen={issuerTicker.open} />
+        : undefined}
+    />
+  );
 
   if (!ticker) {
     return <EmptyState title="No ticker selected." message="Select a ticker to view SEC filings." />;
   }
   if (!eligibleTicker) {
-    return renderFilingNotice(forms ? "Fund filings are only shown for US-listed funds and equities." : "SEC filings are only shown for US equities.", width);
+    return renderFilingNotice(forms ? "Fund filings are only shown for US-listed funds and equities." : "SEC filings are only shown for US equities.");
   }
   if (authWall) return <SignInWall placement="sec-signin" action="view SEC filings" needsVerification={cloudSession.needsVerification} />;
   if (loading && filings.length === 0) return <Spinner label="Loading SEC filings..." />;
-  if (error && filings.length === 0) return <EmptyState title="SEC filings unavailable." message={error} />;
-  if (filings.length === 0) {
-    return renderFilingNotice(forms ? `No fund filings for ${ticker.metadata.ticker}.` : `No recent SEC filings for ${ticker.metadata.ticker}.`, width);
+  if (error && formFilings.length === 0) return <EmptyState title="SEC filings unavailable." message={error} />;
+  if (formFilings.length === 0) {
+    return renderFilingNotice(forms ? `No fund filings for ${ticker.metadata.ticker}.` : `No recent SEC filings for ${ticker.metadata.ticker}.`);
   }
 
   return (
@@ -400,6 +485,9 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
       height={height}
       focused={focused}
       items={toFeedItems(
+        colors,
+        issuerTicker,
+        issuers.length > 1 && issuerCik === ALL_FORMS,
         visibleFilings,
         openFiling?.accessionNumber,
         contentCache,
@@ -414,12 +502,12 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
       openItemId={openItemId}
       onOpenItemIdChange={setOpenItemId}
       prefetchDetail={prefetchDocuments}
-      rootBefore={<StatGrid items={issuerItems} width={width} />}
+      rootBefore={queryBar}
       sourceLabel="Form"
       titleLabel="Filing"
-      emptyStateTitle="No SEC filings."
+      emptyStateTitle={formGroup === ALL_FORMS ? "No SEC filings." : "No filings of these forms."}
       scrollRef={scrollRef}
-      onBodyScrollActivity={loadMore}
+      onBodyScrollActivity={trackScroll}
     />
   );
 }