{"openapi":"3.1.0","info":{"title":"OpenAPI definition","version":"v0"},"servers":[{"url":"https://api.secapi.dev","description":"Generated server url"}],"tags":[{"name":"Filings","description":"Query and retrieve SEC filings and filing documents"},{"name":"Entities","description":"SEC registrants (identity: CIK, ticker, entity class)"},{"name":"Financials","description":"Company financials from SEC data."},{"name":"Insiders","description":"Insider transactions, ownership, activity, and related signals"},{"name":"Institutions","description":"Institutional investors (13F): portfolios, ownership, flows, and smart-money activity"}],"paths":{"/v1/filings":{"get":{"tags":["Filings"],"summary":"List filings","description":"Returns SEC filings with pagination metadata and the normalized filters used for the query.","operationId":"filings.list","parameters":[{"name":"page","in":"query","description":"1-based page number","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1},{"name":"limit","in":"query","description":"Maximum number of results per page","required":false,"schema":{"type":"integer","format":"int32","default":20},"example":20},{"name":"formTypes","in":"query","description":"Comma-separated form types to include","required":false,"schema":{"type":"string"},"example":"10-K,8-K,4"},{"name":"cik","in":"query","description":"Filter by company CIK","required":false,"schema":{"type":"string"},"example":"0000320193"},{"name":"ticker","in":"query","description":"Filter by ticker symbol","required":false,"schema":{"type":"string"},"example":"AAPL"},{"name":"startDate","in":"query","description":"Include filings on or after this filing date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-01-01"},{"name":"endDate","in":"query","description":"Include filings on or before this filing date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-12-31"}],"responses":{"200":{"description":"Filings returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FilingsListResponse"}}}}}}},"/v1/filings/form-types":{"get":{"tags":["Filings"],"summary":"List available form types","description":"Returns active SEC form types from the database with pagination metadata, for use in the filings filter UI.","operationId":"filings.formTypes","parameters":[{"name":"page","in":"query","description":"1-based page number","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1},{"name":"limit","in":"query","description":"Maximum number of results per page","required":false,"schema":{"type":"integer","format":"int32","default":20},"example":20}],"responses":{"200":{"description":"Form types returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FilingFormTypesListResponse"}}}}}}},"/v1/filings/{accessionNumber}":{"get":{"tags":["Filings"],"summary":"Get filings by accession number","description":"Returns every filing that matches the given SEC accession number.","operationId":"filings.byAccessionNumber","parameters":[{"name":"accessionNumber","in":"path","description":"SEC accession number","required":true,"schema":{"type":"string"},"example":"0000320193-26-000006"}],"responses":{"200":{"description":"OK","content":{"*/*":{"schema":{"type":"array","items":{"$ref":"#/components/schemas/FilingDTO"}}}}}}}},"/v1/filings/{cik}/{accessionNumber}":{"get":{"tags":["Filings"],"summary":"Get a filing by CIK and accession number","description":"Returns a single filing identified by the unique CIK and accession number pair.","operationId":"filings.byCikAndAccessionNumber","parameters":[{"name":"cik","in":"path","description":"Company CIK","required":true,"schema":{"type":"string"},"example":"0001548760"},{"name":"accessionNumber","in":"path","description":"SEC accession number","required":true,"schema":{"type":"string"},"example":"0000950103-25-014304"}],"responses":{"200":{"description":"OK","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FilingDTO"}}}}}}},"/v1/filings/{cik}/{accessionNumber}/documents":{"get":{"tags":["Filings"],"summary":"List filing documents","description":"Returns the documents that belong to a filing identified by CIK and accession number.","operationId":"filings.documents","parameters":[{"name":"cik","in":"path","description":"Company CIK","required":true,"schema":{"type":"string"},"example":"0001065280"},{"name":"accessionNumber","in":"path","description":"SEC accession number","required":true,"schema":{"type":"string"},"example":"0001065280-25-000033"}],"responses":{"200":{"description":"Filing documents returned successfully","content":{"*/*":{"schema":{"type":"array","items":{"$ref":"#/components/schemas/FilingDocumentDTO"}}}}}}}},"/v1/entities":{"get":{"tags":["Entities"],"summary":"List entities","description":"Returns SEC entities with pagination and the normalized filters used for the query.","operationId":"entities.list","parameters":[{"name":"page","in":"query","description":"1-based page number","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1},{"name":"limit","in":"query","description":"Maximum number of results per page","required":false,"schema":{"type":"integer","format":"int32","default":20},"example":20},{"name":"cik","in":"query","description":"Filter by CIK (digits; zero-padding optional)","required":false,"schema":{"type":"string"},"example":"0000320193"},{"name":"ticker","in":"query","description":"Filter by primary ticker","required":false,"schema":{"type":"string"},"example":"AAPL"},{"name":"entityType","in":"query","description":"Filter by entity class","required":false,"schema":{"type":"string"},"example":"company"},{"name":"q","in":"query","description":"Case-insensitive substring match on entity name","required":false,"schema":{"type":"string"},"example":"Apple"}],"responses":{"200":{"description":"Entities returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/EntitiesListResponse"}}}}}}},"/v1/entities/sic-codes":{"get":{"tags":["Entities"],"summary":"List available SIC codes","description":"Returns SEC Standard Industrial Classification codes from the database with pagination metadata, for use in entity filters and reference lookups.","operationId":"entities.sicCodes","parameters":[{"name":"page","in":"query","description":"1-based page number","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1},{"name":"limit","in":"query","description":"Maximum number of results per page","required":false,"schema":{"type":"integer","format":"int32","default":20},"example":20}],"responses":{"200":{"description":"SIC codes returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/EntitySicListResponse"}}}}}}},"/v1/entities/{identifier}":{"get":{"tags":["Entities"],"summary":"Get entity by CIK or ticker","description":"Resolves the path segment as a 10-digit CIK when it is numeric, otherwise as a primary ticker symbol.","operationId":"entities.byIdentifier","parameters":[{"name":"identifier","in":"path","description":"CIK (digits only) or ticker symbol","required":true,"schema":{"type":"string"},"example":"0000320193"}],"responses":{"200":{"description":"Entity found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/EntityDTO"}}}},"404":{"description":"No entity matches the identifier","content":{"*/*":{"schema":{"$ref":"#/components/schemas/EntityDTO"}}}}}}},"/v1/entities/{identifier}/filings":{"get":{"tags":["Entities"],"summary":"List filings for an entity","description":"Returns filings for the entity resolved by CIK (numeric) or primary ticker, using the same filters as the filings collection.","operationId":"entities.filings","parameters":[{"name":"identifier","in":"path","description":"CIK (digits only, e.g. 0000320193) or ticker symbol (e.g. AAPL)","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"page","in":"query","description":"1-based page number","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1},{"name":"limit","in":"query","description":"Maximum number of results per page","required":false,"schema":{"type":"integer","format":"int32","default":20},"example":20},{"name":"formTypes","in":"query","description":"Comma-separated form types to include","required":false,"schema":{"type":"string"},"example":"10-K,8-K,4"},{"name":"startDate","in":"query","description":"Include filings on or after this filing date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-01-01"},{"name":"endDate","in":"query","description":"Include filings on or before this filing date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-12-31"}],"responses":{"200":{"description":"Filings returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FilingsListResponse"}}}}}}},"/v1/financials/companies/search":{"get":{"tags":["Financials"],"summary":"Company and filing list","description":"Ticker, CIK, paged filings","operationId":"financials.companies.search","parameters":[{"name":"ticker","in":"query","description":"Exact ticker symbol (case-insensitive). Ignored when `cik` is supplied.","required":false,"schema":{"type":"string"},"example":"AAPL"},{"name":"cik","in":"query","description":"Numeric CIK (zero-padding optional; padded on output). Takes precedence over `ticker`.","required":false,"schema":{"type":"string"},"example":320193},{"name":"limit","in":"query","description":"Maximum filings to return per page (capped at 100)","required":false,"schema":{"type":"integer","format":"int32","default":25},"example":25},{"name":"page","in":"query","description":"Page number (first page is 1)","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1}],"responses":{"200":{"description":"Company and filings","content":{"*/*":{"schema":{"$ref":"#/components/schemas/CompaniesSearchResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/concepts/search":{"get":{"tags":["Financials"],"summary":"Line item name search","description":"Labels, codes, taxonomy","operationId":"financials.concepts.search","parameters":[{"name":"q","in":"query","description":"Search words (matches names, codes, or descriptions)","required":true,"schema":{"type":"string"},"example":"revenue"},{"name":"version","in":"query","description":"Optional reporting ruleset version (partial match)","required":false,"schema":{"type":"string"},"example":"us-gaap/2024"},{"name":"custom","in":"query","description":"true = company-specific custom lines only; false = standard lines only","required":false,"schema":{"type":"boolean"},"example":false},{"name":"limit","in":"query","description":"Maximum rows to return per page","required":false,"schema":{"type":"integer","format":"int32","default":50},"example":50},{"name":"page","in":"query","description":"Page number (first page is 1)","required":false,"schema":{"type":"integer","format":"int32","default":1},"example":1}],"responses":{"200":{"description":"Concept result rows","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ConceptsListResponse"}}}}}}},"/v1/financials/filings/{accessionNumber}/xbrl":{"get":{"tags":["Financials"],"summary":"XBRL statements","description":"Optional roleUri filter","operationId":"financials.filing.xbrl","parameters":[{"name":"accessionNumber","in":"path","description":"SEC accession number","required":true,"schema":{"type":"string"},"example":"0000320193-26-000006"},{"name":"roleUri","in":"query","description":"Optional keyword to narrow to one statement section (partial match on statement id)","required":false,"schema":{"type":"string"},"example":"CONSOLIDATEDSTATEMENTSOFOPERATIONS"}],"responses":{"200":{"description":"XBRL statement block","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialXbrlDTO"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Filing data not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"500":{"description":"Something went wrong on our side. Please try again in a moment.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/filings/{accessionNumber}/statements/{stmt}":{"get":{"tags":["Financials"],"summary":"Raw financial statements (as-reported)","description":"As-reported presentation grid by SEC accession only (10-K / 10-Q); IS, BS, CF, SE, CI","operationId":"financials.filing.statement","parameters":[{"name":"accessionNumber","in":"path","description":"SEC accession number (filing id)","required":true,"schema":{"type":"string"},"example":"0000320193-26-000006"},{"name":"stmt","in":"path","description":"Statement identifier","required":true,"schema":{"type":"string","enum":["IS","BS","CF","SE","CI"]},"example":"IS"}],"responses":{"200":{"description":"Statement line grid","content":{"*/*":{"schema":{"$ref":"#/components/schemas/CompanyFinancialStatementDTO"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Filing or statement missing","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/filings/{accessionNumber}/statements/{stmt}/standardized":{"get":{"tags":["Financials"],"summary":"Standardized financial statements","description":"Standardized statement by SEC accession only; IS, BS, or CF. Optional period end date and quarter span.","operationId":"financials.filing.standardizedStatement","parameters":[{"name":"accessionNumber","in":"path","description":"SEC accession number (filing id)","required":true,"schema":{"type":"string"},"example":"0000320193-26-000006"},{"name":"stmt","in":"path","description":"Statement identifier","required":true,"schema":{"type":"string","enum":["IS","BS","CF"]},"example":"IS"},{"name":"endDate","in":"query","description":"Optional reporting period end date (YYYYMMDD)","required":false,"schema":{"type":"integer","format":"int32"},"example":20240928},{"name":"qtrs","in":"query","description":"Optional number of fiscal quarters spanned; applies to IS and CF only","required":false,"schema":{"type":"integer","format":"int32"},"example":4}],"responses":{"200":{"description":"Standardized statement","content":{"*/*":{"schema":{"$ref":"#/components/schemas/CanonicalIncomeStatementDTO","oneOf":[{"$ref":"#/components/schemas/CanonicalIncomeStatementDTO"},{"$ref":"#/components/schemas/CanonicalBalanceSheetDTO"},{"$ref":"#/components/schemas/CanonicalCashFlowDTO"}]}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Standardized statement not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"500":{"description":"Something went wrong on our side. Please try again in a moment.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}},"x-required-feature":"SEC_API_ENDPOINTS","x-minimum-plan":"LITE"}},"/v1/financials/metrics":{"get":{"tags":["Financials"],"summary":"Metrics across periods","description":"Time-series values for raw SEC tags and/or canonical metrics across filings. Search by ticker or CIK.","operationId":"financials.company.metrics","parameters":[{"name":"cik","in":"query","description":"Company CIK (zero-padding optional). Takes precedence over ticker.","required":false,"schema":{"type":"string"},"example":"0000320193"},{"name":"ticker","in":"query","description":"Ticker symbol (alternative to cik)","required":false,"schema":{"type":"string"},"example":"AAPL"},{"name":"symbols","in":"query","description":"Comma-separated canonical metric storage keys and/or raw SEC tag local names","required":true,"schema":{"type":"string","enum":["revenue","cost_of_revenue","gross_profit","research_and_development","selling_general_and_administrative","selling_and_marketing","general_and_administrative","operating_expenses","total_costs_and_expenses","operating_income_loss","ebit","interest_income","interest_expense","nonoperating_income_expense","income_before_tax","income_tax_expense_benefit","net_income_loss","net_income_loss_attributable_to_parent","net_income_loss_available_to_common_stockholders","cash_and_cash_equivalents","short_term_investments","cash_and_short_term_investments","accounts_receivable_net","inventory","prepaid_expenses_and_other_current_assets","other_current_assets","current_assets","property_plant_equipment_net","operating_lease_right_of_use_assets","goodwill","intangible_assets_net","goodwill_and_intangible_assets_net","long_term_investments","deferred_tax_assets","other_noncurrent_assets","total_assets","accounts_payable","accrued_liabilities","deferred_revenue_current","deferred_revenue_noncurrent","short_term_debt","current_portion_of_long_term_debt","operating_lease_liabilities_current","current_liabilities","long_term_debt","operating_lease_liabilities_noncurrent","operating_lease_liabilities","deferred_tax_liabilities_noncurrent","other_noncurrent_liabilities","total_liabilities","preferred_stock","common_stock_and_additional_paid_in_capital","common_stock_value","additional_paid_in_capital","retained_earnings_accumulated_deficit","accumulated_other_comprehensive_income_loss","treasury_stock","stockholders_equity","noncontrolling_interest","total_equity","liabilities_and_equity","cfo","depreciation_depletion_and_amortization","stock_based_compensation","change_in_accounts_receivable","change_in_inventory","change_in_accounts_payable","change_in_operating_assets_and_liabilities","cfi","capital_expenditures","acquisitions_net","purchases_of_investments","proceeds_from_investments","cff","dividends_paid","share_repurchases","debt_issued","debt_repaid","effect_of_exchange_rate_on_cash","net_change_in_cash","cash_and_cash_equivalents_beginning_of_period","cash_and_cash_equivalents_end_of_period"]},"example":"revenue,net_income_loss"},{"name":"source","in":"query","description":"Metric source to query","required":false,"schema":{"type":"string","enum":["raw","canonical","all"]},"example":"all"},{"name":"version","in":"query","description":"Optional taxonomy version filter for raw SEC tags","required":false,"schema":{"type":"string"},"example":"us-gaap/2024"},{"name":"startDate","in":"query","description":"Include periods ending on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2020-01-01"},{"name":"endDate","in":"query","description":"Include periods ending on or before this date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-12-31"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 0 = instant, 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"limit","in":"query","description":"Maximum periods to return per metric","required":false,"schema":{"type":"integer","format":"int32"},"example":40}],"responses":{"200":{"description":"Metric time series","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialMetricSeriesResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Metric time series not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/ratios":{"get":{"tags":["Financials"],"summary":"Financial ratios","description":"Precalculated ratio metrics from canonical SEC data. Search by ticker or CIK.","operationId":"financials.company.ratios","parameters":[{"name":"cik","in":"query","description":"Company CIK (zero-padding optional). Takes precedence over ticker.","required":false,"schema":{"type":"string"},"example":"0000320193"},{"name":"ticker","in":"query","description":"Ticker symbol (alternative to cik)","required":false,"schema":{"type":"string"},"example":"AAPL"},{"name":"ratio","in":"query","description":"Comma-separated ratio identifiers. Omit for all ratios in the group.","required":false,"schema":{"type":"string"},"example":"gross_margin,current_ratio"},{"name":"group","in":"query","description":"Ratio group filter","required":false,"schema":{"type":"string","enum":["liquidity","leverage","profitability","efficiency","all"]},"example":"profitability"},{"name":"startDate","in":"query","description":"Include periods ending on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2020-01-01"},{"name":"endDate","in":"query","description":"Include periods ending on or before this date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-12-31"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 0 = instant, 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"limit","in":"query","description":"Maximum periods to return per ratio","required":false,"schema":{"type":"integer","format":"int32"},"example":40}],"responses":{"200":{"description":"Precalculated ratio time series","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialRatioSeriesResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Calculated ratios not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/metrics/top":{"get":{"tags":["Financials"],"summary":"Top companies by canonical metric","description":"Ranks companies by comparable annual or quarterly canonical metric values.","operationId":"financials.metrics.topCompanies","parameters":[{"name":"metric","in":"query","description":"Canonical metric storage key, such as revenue or total_assets","required":true,"schema":{"type":"string"},"example":"revenue"},{"name":"quarterly","in":"query","description":"true = quarterly ranking, false or omitted = annual ranking","required":false,"schema":{"type":"boolean"},"example":false},{"name":"year","in":"query","description":"Fiscal/calendar year to rank. For annual requests, omit it to use the latest completed year.","required":false,"schema":{"type":"integer","format":"int32"},"example":2025},{"name":"quarter","in":"query","description":"Quarter number for quarterly rankings. Defaults to the current quarter when quarterly=true.","required":false,"schema":{"type":"string","enum":["1","2","3","4"]},"example":2},{"name":"limit","in":"query","description":"Maximum companies to return","required":false,"schema":{"type":"integer","format":"int32"},"example":10}],"responses":{"200":{"description":"Companies ranked by canonical metric","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialMetricRankingResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Metric ranking not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/ratios/top":{"get":{"tags":["Financials"],"summary":"Top companies by calculated ratio","description":"Ranks companies by the latest comparable calculated ratio value. Example: top companies by gross margin.","operationId":"financials.ratios.topCompanies","parameters":[{"name":"ratio","in":"query","description":"Single ratio identifier to rank","required":false,"schema":{"type":"string"},"example":"gross_margin"},{"name":"group","in":"query","description":"Ratio group filter","required":false,"schema":{"type":"string","enum":["liquidity","leverage","profitability","efficiency","all"]},"example":"profitability"},{"name":"startDate","in":"query","description":"Include periods ending on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2020-01-01"},{"name":"endDate","in":"query","description":"Include periods ending on or before this date","required":false,"schema":{"type":"string","format":"date"},"example":"2025-12-31"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 0 = instant, 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"limit","in":"query","description":"Maximum companies to return","required":false,"schema":{"type":"integer","format":"int32"},"example":10}],"responses":{"200":{"description":"Companies ranked by calculated ratio","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialRatioRankingResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Ratio ranking not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/{issuer}/segments":{"get":{"tags":["Financials"],"summary":"Segment revenue breakdown","description":"Product/service, geography, business, or raw axis revenue breakdowns by fiscal period.","operationId":"financials.company.segments","parameters":[{"name":"issuer","in":"path","description":"Company CIK (digits) or ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"metric","in":"query","description":"Canonical metric to break down. Currently supports revenue.","required":false,"schema":{"type":"string"},"example":"revenue"},{"name":"axis","in":"query","description":"Optional XBRL axis filter","required":false,"schema":{"type":"string"},"example":"ProductOrServiceAxis"},{"name":"segmentType","in":"query","description":"Segment type filter. One or more of: product, service, geography, business, other.","required":false,"schema":{"type":"string"},"example":"geography"},{"name":"period","in":"query","description":"Fiscal or calendar period label","required":false,"schema":{"type":"string"},"example":"2024Q4"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"accessionNumber","in":"query","description":"SEC accession number to scope to one filing","required":false,"schema":{"type":"string"},"example":"0000320193-26-000006"},{"name":"limit","in":"query","description":"Maximum segment rows","required":false,"schema":{"type":"integer","format":"int32"},"example":50}],"responses":{"200":{"description":"Segment revenue breakdown grouped by fiscal period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialSegmentResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Segment revenue breakdown not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/{issuer}/segments/geography":{"get":{"tags":["Financials"],"summary":"Geographic segment revenue breakdown","description":"Geography segment revenue breakdown by fiscal period. Equivalent to /segments with segmentType=geography.","operationId":"financials.company.segments.geography","parameters":[{"name":"issuer","in":"path","description":"Company CIK (digits) or ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"metric","in":"query","description":"Canonical metric to break down. Currently supports revenue.","required":false,"schema":{"type":"string"},"example":"revenue"},{"name":"axis","in":"query","description":"Optional XBRL axis filter","required":false,"schema":{"type":"string"},"example":"StatementGeographicalAxis"},{"name":"period","in":"query","description":"Fiscal or calendar period label","required":false,"schema":{"type":"string"},"example":"2024Q4"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"accessionNumber","in":"query","description":"SEC accession number to scope to one filing","required":false,"schema":{"type":"string"},"example":"0000320193-26-000006"},{"name":"limit","in":"query","description":"Maximum segment rows","required":false,"schema":{"type":"integer","format":"int32"},"example":50}],"responses":{"200":{"description":"Geographic segment revenue breakdown grouped by fiscal period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialSegmentResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Geographic segment revenue breakdown not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/{issuer}/segments/product-service":{"get":{"tags":["Financials"],"summary":"Product and service segment revenue breakdown","description":"Product and service segment revenue breakdown by fiscal period. Equivalent to /segments with segmentType=product,service.","operationId":"financials.company.segments.productService","parameters":[{"name":"issuer","in":"path","description":"Company CIK (digits) or ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"metric","in":"query","description":"Canonical metric to break down. Currently supports revenue.","required":false,"schema":{"type":"string"},"example":"revenue"},{"name":"axis","in":"query","description":"Optional XBRL axis filter","required":false,"schema":{"type":"string"},"example":"ProductOrServiceAxis"},{"name":"period","in":"query","description":"Fiscal or calendar period label","required":false,"schema":{"type":"string"},"example":"2024Q4"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"accessionNumber","in":"query","description":"SEC accession number to scope to one filing","required":false,"schema":{"type":"string"},"example":"0000320193-26-000006"},{"name":"limit","in":"query","description":"Maximum segment rows","required":false,"schema":{"type":"integer","format":"int32"},"example":50}],"responses":{"200":{"description":"Product and service segment revenue breakdown grouped by fiscal period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialSegmentResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Product and service segment revenue breakdown not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/{issuer}/segments/compare":{"get":{"tags":["Financials"],"summary":"Segment revenue breakdown across periods","description":"Compares product/service, geography, business, or raw axis revenue breakdowns across fiscal periods.","operationId":"financials.company.segments.compare","parameters":[{"name":"issuer","in":"path","description":"Company CIK (digits) or ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"metric","in":"query","description":"Canonical metric to break down. Currently supports revenue.","required":false,"schema":{"type":"string"},"example":"revenue"},{"name":"axis","in":"query","description":"Optional XBRL axis filter","required":false,"schema":{"type":"string"},"example":"ProductOrServiceAxis"},{"name":"segmentType","in":"query","description":"Segment type filter. One or more of: product, service, geography, business, other.","required":false,"schema":{"type":"string"},"example":"geography"},{"name":"periods","in":"query","description":"Comma-separated fiscal period labels","required":false,"schema":{"type":"string"},"example":"2023,2024"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100}],"responses":{"200":{"description":"Segment revenue breakdown grouped by fiscal period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialSegmentResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Segment revenue breakdown not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/{issuer}/segments/geography/compare":{"get":{"tags":["Financials"],"summary":"Geographic segment revenue breakdown across periods","description":"Compares geography segment revenue breakdowns across fiscal periods. Equivalent to /segments/compare with segmentType=geography.","operationId":"financials.company.segments.geography.compare","parameters":[{"name":"issuer","in":"path","description":"Company CIK (digits) or ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"metric","in":"query","description":"Canonical metric to break down. Currently supports revenue.","required":false,"schema":{"type":"string"},"example":"revenue"},{"name":"axis","in":"query","description":"Optional XBRL axis filter","required":false,"schema":{"type":"string"},"example":"StatementGeographicalAxis"},{"name":"periods","in":"query","description":"Comma-separated fiscal period labels","required":false,"schema":{"type":"string"},"example":"2023,2024"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100}],"responses":{"200":{"description":"Geographic segment revenue breakdown grouped by fiscal period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialSegmentResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Geographic segment revenue breakdown not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/financials/{issuer}/segments/product-service/compare":{"get":{"tags":["Financials"],"summary":"Product and service segment revenue breakdown across periods","description":"Compares product and service segment revenue breakdowns across fiscal periods. Equivalent to /segments/compare with segmentType=product,service.","operationId":"financials.company.segments.productService.compare","parameters":[{"name":"issuer","in":"path","description":"Company CIK (digits) or ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"metric","in":"query","description":"Canonical metric to break down. Currently supports revenue.","required":false,"schema":{"type":"string"},"example":"revenue"},{"name":"axis","in":"query","description":"Optional XBRL axis filter","required":false,"schema":{"type":"string"},"example":"ProductOrServiceAxis"},{"name":"periods","in":"query","description":"Comma-separated fiscal period labels","required":false,"schema":{"type":"string"},"example":"2023,2024"},{"name":"qtrs","in":"query","description":"Optional fiscal quarter span filter: 1 = quarter, 4 = annual","required":false,"schema":{"type":"integer","format":"int32"},"example":4},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100}],"responses":{"200":{"description":"Product and service segment revenue breakdown grouped by fiscal period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/FinancialSegmentResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Product and service segment revenue breakdown not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/transactions":{"get":{"tags":["Insiders"],"summary":"Global insider transactions","description":"Cross-company insider transaction feed with optional filters.","operationId":"insiders.transactions","parameters":[{"name":"acquiredDisposed","in":"query","description":"Acquired (A) or disposed (D)","required":false,"schema":{"type":"string"},"example":"A"},{"name":"transactionCode","in":"query","description":"SEC transaction code","required":false,"schema":{"type":"string"},"example":"P"},{"name":"derivative","in":"query","description":"When false, exclude derivative rows","required":false,"schema":{"type":"boolean"},"example":false},{"name":"insiderRole","in":"query","description":"Filter by reported insider role","required":false,"schema":{"type":"string"},"example":"CEO"},{"name":"minValue","in":"query","description":"Minimum transaction value (USD)","required":false,"schema":{"type":"integer","format":"int64"},"example":100000},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"acceptedFrom","in":"query","description":"Include SEC filings accepted on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"},{"name":"transactionFrom","in":"query","description":"Include transactions dated on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"}],"responses":{"200":{"description":"Insider transaction feed","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderTransactionsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/companies":{"get":{"tags":["Insiders"],"summary":"Companies with insider data","description":"Directory of companies with Form 4 insider filings.","operationId":"insiders.companies","parameters":[{"name":"q","in":"query","description":"Substring on issuer name, ticker, or CIK","required":false,"schema":{"type":"string"},"example":"Apple"},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"page","in":"query","description":"1-based page offset for pagination","required":false,"schema":{"type":"integer","format":"int32"},"example":1}],"responses":{"200":{"description":"Companies with insider data returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderCompaniesResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/persons":{"get":{"tags":["Insiders"],"summary":"Insider persons index","description":"Directory or search over insider persons from the insider ownership snapshot.","operationId":"insiders.persons","parameters":[{"name":"q","in":"query","description":"Substring on reporter name or CIK","required":false,"schema":{"type":"string"},"example":"Cook"},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"page","in":"query","description":"1-based page offset for pagination","required":false,"schema":{"type":"integer","format":"int32"},"example":1}],"responses":{"200":{"description":"Insider persons returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderPersonsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/statistics":{"get":{"tags":["Insiders"],"summary":"Global insider statistics","description":"Aggregated Form 4 insider statistics across all covered issuers.","operationId":"insiders.statistics","responses":{"200":{"description":"Global insider statistics returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderStatisticsResponse"}}}}}}},"/v1/insiders/activity/buying":{"get":{"tags":["Insiders"],"summary":"Global insider buying activity","description":"Recent acquisition activity across all covered companies.","operationId":"insiders.activityBuying","parameters":[{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"from","in":"query","description":"Include transactions dated on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"},{"name":"end","in":"query","description":"Include transactions dated on or before this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-03-31"}],"responses":{"200":{"description":"Global insider buying activity returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderTransactionsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/activity/selling":{"get":{"tags":["Insiders"],"summary":"Global insider selling activity","description":"Recent disposal activity across all covered companies.","operationId":"insiders.activitySelling","parameters":[{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"from","in":"query","description":"Include transactions dated on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"},{"name":"end","in":"query","description":"Include transactions dated on or before this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-03-31"}],"responses":{"200":{"description":"Global insider selling activity returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderTransactionsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/activity/daily/top-buyers":{"get":{"tags":["Insiders"],"summary":"Daily top insider buyers","description":"Issuers ranked by total insider buy transaction value on a single transaction date (precomputed snapshot).","operationId":"insiders.activityDailyTopBuyers","parameters":[{"name":"date","in":"query","description":"Transaction date for the leaderboard (defaults to the latest snapshot date)","required":false,"schema":{"type":"string","format":"date"},"example":"2025-07-31"},{"name":"limit","in":"query","description":"Maximum ranked issuers to return","required":false,"schema":{"type":"integer","format":"int32"},"example":20}],"responses":{"200":{"description":"Daily top insider buyers returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderDailyActivityResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No daily activity snapshot data is available for the requested date","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/activity/daily/top-sellers":{"get":{"tags":["Insiders"],"summary":"Daily top insider sellers","description":"Issuers ranked by total insider sell transaction value on a single transaction date (precomputed snapshot).","operationId":"insiders.activityDailyTopSellers","parameters":[{"name":"date","in":"query","description":"Transaction date for the leaderboard (defaults to the latest snapshot date)","required":false,"schema":{"type":"string","format":"date"},"example":"2025-07-31"},{"name":"limit","in":"query","description":"Maximum ranked issuers to return","required":false,"schema":{"type":"integer","format":"int32"},"example":20}],"responses":{"200":{"description":"Daily top insider sellers returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderDailyActivityResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No daily activity snapshot data is available for the requested date","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/{ticker}/transactions":{"get":{"tags":["Insiders"],"summary":"Insider transactions for a company","description":"Form 4–style transactions for the given ticker.","operationId":"insiders.byTicker.transactions","parameters":[{"name":"ticker","in":"path","description":"Primary ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"acquiredDisposed","in":"query","description":"Acquired (A) or disposed (D)","required":false,"schema":{"type":"string"},"example":"A"},{"name":"transactionCode","in":"query","description":"SEC transaction code","required":false,"schema":{"type":"string"},"example":"P"},{"name":"derivative","in":"query","description":"When false, exclude derivative rows","required":false,"schema":{"type":"boolean"},"example":false},{"name":"insiderRole","in":"query","description":"Filter by reported insider role","required":false,"schema":{"type":"string"},"example":"CEO"},{"name":"minValue","in":"query","description":"Minimum transaction value (USD)","required":false,"schema":{"type":"integer","format":"int64"},"example":100000},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"acceptedFrom","in":"query","description":"Include SEC filings accepted on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"},{"name":"transactionFrom","in":"query","description":"Include transactions dated on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"}],"responses":{"200":{"description":"Company insider transactions returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderTransactionsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/{ticker}/owners":{"get":{"tags":["Insiders"],"summary":"Insider owners for a company","description":"Reporting owners and beneficial holders at the company, ranked by current included shares descending.","operationId":"insiders.byTicker.owners","parameters":[{"name":"ticker","in":"path","description":"Primary ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"},{"name":"includeDerivative","in":"query","description":"When true, include derivative ownership positions. Defaults to false.","required":false,"schema":{"type":"boolean","default":false},"example":false},{"name":"includeNonDerivative","in":"query","description":"When false, exclude non-derivative ownership positions. Defaults to true.","required":false,"schema":{"type":"boolean","default":true},"example":true},{"name":"activeSince","in":"query","description":"Only include ownership positions updated on or after this date. Defaults to five years ago.","required":false,"schema":{"type":"string","format":"date"},"example":"2021-05-21"},{"name":"limit","in":"query","description":"Maximum owners to return","required":false,"schema":{"type":"integer","format":"int32"},"example":50}],"responses":{"200":{"description":"Company insider owners returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderOwnersResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/{ticker}/buy-sell-ratio":{"get":{"tags":["Insiders"],"summary":"Buy vs sell ratio for a company","description":"Form 4 lifetime buy and sell transaction counts from the insider transaction snapshot.","operationId":"insiders.byTicker.buySellRatio","parameters":[{"name":"ticker","in":"path","description":"Primary ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"}],"responses":{"200":{"description":"Company insider buy/sell ratio returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderBuySellRatioResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Insider transaction snapshot was not found for the ticker","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/{ticker}/net-shares":{"get":{"tags":["Insiders"],"summary":"Net insider shares for a company","description":"Form 4 lifetime shares acquired, disposed, and net shares from the insider transaction snapshot.","operationId":"insiders.byTicker.netShares","parameters":[{"name":"ticker","in":"path","description":"Primary ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"}],"responses":{"200":{"description":"Company insider net shares returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderNetSharesResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Insider transaction snapshot was not found for the ticker","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/{ticker}/net-value":{"get":{"tags":["Insiders"],"summary":"Net insider transaction value for a company","description":"Form 4 lifetime transaction value acquired, disposed, and net value from the insider transaction snapshot.","operationId":"insiders.byTicker.netValue","parameters":[{"name":"ticker","in":"path","description":"Primary ticker symbol","required":true,"schema":{"type":"string"},"example":"AAPL"}],"responses":{"200":{"description":"Company insider net transaction value returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderNetValueResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Insider transaction snapshot was not found for the ticker","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/person/{cik}":{"get":{"tags":["Insiders"],"summary":"Insider person profile","description":"Profile for an insider identified by reporting owner CIK.","operationId":"insiders.byPerson.profile","parameters":[{"name":"cik","in":"path","description":"Insider CIK (10 digits)","required":true,"schema":{"type":"string"},"example":"0001214123"}],"responses":{"200":{"description":"Insider person profile returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderPersonDTO"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"Insider person was not found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/person/{cik}/transactions":{"get":{"tags":["Insiders"],"summary":"Transactions for an insider person","description":"Form 4 transactions for the insider across companies.","operationId":"insiders.byPerson.transactions","parameters":[{"name":"cik","in":"path","description":"Insider CIK (10 digits)","required":true,"schema":{"type":"string"},"example":"0001214123"},{"name":"acquiredDisposed","in":"query","description":"Acquired (A) or disposed (D)","required":false,"schema":{"type":"string"},"example":"A"},{"name":"transactionCode","in":"query","description":"SEC transaction code","required":false,"schema":{"type":"string"},"example":"P"},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"acceptedFrom","in":"query","description":"Include SEC filings accepted on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"},{"name":"transactionFrom","in":"query","description":"Include transactions dated on or after this date","required":false,"schema":{"type":"string","format":"date"},"example":"2024-01-01"}],"responses":{"200":{"description":"Insider person transactions returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderTransactionsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/person/{cik}/holdings":{"get":{"tags":["Insiders"],"summary":"Holdings for an insider person","description":"Current positive ownership snapshot positions for the insider across issuers, excluding expired derivative positions.","operationId":"insiders.byPerson.holdings","parameters":[{"name":"cik","in":"path","description":"Insider CIK (10 digits)","required":true,"schema":{"type":"string"},"example":"0001214123"}],"responses":{"200":{"description":"Insider person holdings returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderHoldingsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/person/{cik}/holdings/summary":{"get":{"tags":["Insiders"],"summary":"Holdings summary for an insider person","description":"Aggregated current positive ownership snapshot positions grouped by issuer for the insider, excluding expired derivative positions. Totals are heuristic sums of snapshot positions, not SEC-certified total beneficial ownership; double-counting or omission is possible across trusts, ownership forms, derivatives, and share classes. Class A, Class B, and other security titles are kept separate in securityTypes and are also included in issuer-level totals.","operationId":"insiders.byPerson.holdingsSummary","parameters":[{"name":"cik","in":"path","description":"Insider CIK (10 digits)","required":true,"schema":{"type":"string"},"example":"0001214123"},{"name":"includeDerivative","in":"query","description":"When false, exclude derivative ownership positions. Defaults to true.","required":false,"schema":{"type":"boolean","default":true},"example":true},{"name":"includeNonDerivative","in":"query","description":"When false, exclude non-derivative ownership positions. Defaults to true.","required":false,"schema":{"type":"boolean","default":true},"example":true}],"responses":{"200":{"description":"Insider person holdings summary returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderHoldingsSummaryResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/insiders/person/{cik}/ownership":{"get":{"tags":["Insiders"],"summary":"Ownership for an insider person","description":"Current positive beneficial ownership snapshot positions for this insider, excluding expired derivative positions.","operationId":"insiders.byPerson.ownership","parameters":[{"name":"cik","in":"path","description":"Insider CIK (10 digits)","required":true,"schema":{"type":"string"},"example":"0001214123"}],"responses":{"200":{"description":"Insider person ownership returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InsiderHoldingsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions":{"get":{"tags":["Institutions"],"summary":"Institutional filers","description":"List of institutional managers that file Form 13F. Portfolio values are absolute USD.","operationId":"institutions.list","parameters":[{"name":"q","in":"query","description":"Substring on name","required":false,"schema":{"type":"string"},"example":"Vanguard"},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"page","in":"query","description":"1-based page offset for pagination","required":false,"schema":{"type":"integer","format":"int32"},"example":1}],"responses":{"200":{"description":"Institutional filers returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionsListResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}":{"get":{"tags":["Institutions"],"summary":"Institution by CIK","description":"Basic record for a manager identified by SEC CIK (10-digit string).","operationId":"institutions.byCik","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"}],"responses":{"200":{"description":"Institution found","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionDTO"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution matches the CIK","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/profile":{"get":{"tags":["Institutions"],"summary":"Institution profile","description":"Profile for an institutional manager: name, CIK, selected filing, portfolio value (absolute USD), position count, and related filing stats.","operationId":"institutions.profile","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label for snapshot fields","required":false,"schema":{"type":"string"},"example":"2024Q3"}],"responses":{"200":{"description":"Institution profile returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionProfileResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution profile matches the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/filings":{"get":{"tags":["Institutions"],"summary":"Institution Form 13F filings","description":"Form 13F filing disclosures for a manager, including notice filings, amendments, information-table status, and disclosed notice/other managers.","operationId":"institutions.filings","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label","required":false,"schema":{"type":"string"},"example":"2026Q1"},{"name":"formType","in":"query","description":"SEC Form 13F type","required":false,"schema":{"type":"string"},"example":"13F-NT"},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":20},{"name":"page","in":"query","description":"1-based page offset for pagination","required":false,"schema":{"type":"integer","format":"int32"},"example":1}],"responses":{"200":{"description":"Institution Form 13F filings returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionFilingsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No Form 13F filings match the requested CIK/filters","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/filings/{accessionNumber}":{"get":{"tags":["Institutions"],"summary":"Institution Form 13F filing by accession","description":"Single Form 13F filing disclosure, including notice managers and other managers when available.","operationId":"institutions.filings.byAccession","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"accessionNumber","in":"path","description":"SEC accession number","required":true,"schema":{"type":"string"},"example":"0000102909-26-002707"}],"responses":{"200":{"description":"Institution Form 13F filing returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionFilingDTO"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No Form 13F filing matches the requested CIK/accession number","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/filing-periods":{"get":{"tags":["Institutions"],"summary":"Institution Form 13F filing periods","description":"Quarterly Form 13F filing coverage for a manager, distinguishing holdings reports, notice-only periods, mixed periods, amendments, and metadata-only filings.","operationId":"institutions.filingPeriods","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"year","in":"query","description":"Calendar year","required":false,"schema":{"type":"integer","format":"int32"},"example":2026}],"responses":{"200":{"description":"Institution Form 13F filing periods returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionFilingPeriodsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No Form 13F filing periods match the requested CIK/year","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/holdings":{"get":{"tags":["Institutions"],"summary":"Institutional holdings","description":"Portfolio positions: ticker, shares, value (absolute USD), weight, CUSIP, security type. If no quarter is provided, the latest filing period is used.","operationId":"institutions.holdings","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label","required":false,"schema":{"type":"string"},"example":"2024Q3"},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"sort","in":"query","description":"Sort: value, shares, weight","required":false,"schema":{"type":"string"},"example":"value"}],"responses":{"200":{"description":"Institution holdings returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionsHoldingsResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution holdings match the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/holdings/history":{"get":{"tags":["Institutions"],"summary":"Historical institutional holdings","description":"Holdings across filing periods (quarterly snapshots). Position values are absolute USD.","operationId":"institutions.holdings.history","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"year","in":"query","description":"Calendar year","required":false,"schema":{"type":"integer","format":"int32"},"example":2024},{"name":"quarter","in":"query","description":"Fiscal quarter label","required":false,"schema":{"type":"string"},"example":"2024Q4"},{"name":"limit","in":"query","description":"Maximum holding rows to return per filing period","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"sort","in":"query","description":"Sort: value, shares, weight","required":false,"schema":{"type":"string"},"example":"value"}],"responses":{"200":{"description":"Institution holdings history returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionsHoldingsHistoryResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution holdings history matches the requested CIK/period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/changes":{"get":{"tags":["Institutions"],"summary":"Quarter-over-quarter portfolio changes","description":"Precomputed 13F change metrics for a manager, including AUM (absolute USD), inferred buys/sells, additions, disposals, and turnover.","operationId":"institutions.changes","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label (compare to prior quarter)","required":false,"schema":{"type":"string"},"example":"2024Q3"}],"responses":{"200":{"description":"Institution change metrics returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionChangesResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution change metrics match the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/buys":{"get":{"tags":["Institutions"],"summary":"Institution buys","description":"Full paginated list of securities whose reported 13F position increased versus the prior quarter. Set newOnly=true to return only new positions. If no quarter is provided, the latest available change snapshot is used.","operationId":"institutions.buys","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label (compare to prior quarter)","required":false,"schema":{"type":"string"},"example":"2024Q3"},{"name":"newOnly","in":"query","description":"Only include securities that were not held in the prior quarter","required":false,"schema":{"type":"boolean"},"example":true},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"page","in":"query","description":"1-based page offset for pagination","required":false,"schema":{"type":"integer","format":"int32"},"example":1}],"responses":{"200":{"description":"Institution buy activity returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionTradingActivityResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution buy activity matches the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/sells":{"get":{"tags":["Institutions"],"summary":"Institution sells","description":"Full paginated list of securities whose reported 13F position decreased versus the prior quarter. Set soldOutOnly=true to return only fully exited positions. If no quarter is provided, the latest available change snapshot is used.","operationId":"institutions.sells","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label (compare to prior quarter)","required":false,"schema":{"type":"string"},"example":"2024Q3"},{"name":"soldOutOnly","in":"query","description":"Only include securities that were fully sold out in the current quarter","required":false,"schema":{"type":"boolean"},"example":true},{"name":"limit","in":"query","description":"Maximum rows to return","required":false,"schema":{"type":"integer","format":"int32"},"example":100},{"name":"page","in":"query","description":"1-based page offset for pagination","required":false,"schema":{"type":"integer","format":"int32"},"example":1}],"responses":{"200":{"description":"Institution sell activity returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionTradingActivityResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution sell activity matches the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/sectors":{"get":{"tags":["Institutions"],"summary":"Sector allocation","description":"Precomputed disclosed portfolio breakdown by sector (technology, financials, etc.). If no quarter is provided, the latest available composition snapshot is used.","operationId":"institutions.sectors","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label","required":false,"schema":{"type":"string"},"example":"2024Q3"}],"responses":{"200":{"description":"Institution sector allocation returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionPortfolioCompositionResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution sector allocation matches the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/{cik}/industries":{"get":{"tags":["Institutions"],"summary":"Industry allocation","description":"Precomputed disclosed portfolio breakdown by industry/SIC. If no quarter is provided, the latest available composition snapshot is used.","operationId":"institutions.industries","parameters":[{"name":"cik","in":"path","description":"Institutional manager CIK","required":true,"schema":{"type":"string"},"example":"0000102909"},{"name":"quarter","in":"query","description":"Fiscal quarter label","required":false,"schema":{"type":"string"},"example":"2024Q3"}],"responses":{"200":{"description":"Institution industry allocation returned successfully","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionPortfolioCompositionResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institution industry allocation matches the requested CIK/quarter","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}},"/v1/institutions/activity":{"get":{"tags":["Institutions"],"summary":"Market-wide institutional activity","description":"Aggregated smart-money signals: most bought/sold names, new and closed positions. Values are absolute USD.","operationId":"institutions.activity","parameters":[{"name":"year","in":"query","description":"Calendar year","required":false,"schema":{"type":"integer","format":"int32"},"example":2024},{"name":"quarter","in":"query","description":"Fiscal quarter label","required":false,"schema":{"type":"string"},"example":"2024Q4"},{"name":"limit","in":"query","description":"Maximum rows per category","required":false,"schema":{"type":"integer","format":"int32"},"example":50}],"responses":{"200":{"description":"Market-wide institutional activity","content":{"*/*":{"schema":{"$ref":"#/components/schemas/InstitutionsActivityResponse"}}}},"400":{"description":"Something in your request is missing or not valid. Check the fields and try again.","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}},"404":{"description":"No institutional activity found for the requested period","content":{"*/*":{"schema":{"$ref":"#/components/schemas/ErrorResponseDTO"}}}}}}}},"components":{"schemas":{"InstitutionDTO":{"type":"object","description":"Institutional Form 13F filer summary","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"latestFormType":{"type":"string","description":"Most recent 13F form type filed by the manager","example":"13F-HR"},"latestAccessionNumber":{"type":"string","description":"Most recent 13F accession number"},"latestFilingDate":{"type":"string","format":"date","description":"Most recent 13F filing date","example":"2024-11-14"},"latestPeriodOfReport":{"type":"string","format":"date","description":"Most recent 13F period of report","example":"2024-09-30"},"latestReceivedDate":{"type":"string","format":"date-time","description":"Timestamp when the most recent filing was received"},"latestSourceUrl":{"type":"string","description":"SEC source URL for the most recent filing"},"filingCount":{"type":"integer","format":"int64","description":"Number of Form 13F filings stored for the manager","example":12},"latestPositionCount":{"type":"integer","format":"int64","description":"Number of holdings rows in the latest filing","example":4287},"latestSecurityCount":{"type":"integer","format":"int64","description":"Number of distinct CUSIPs in the latest filing","example":4271},"latestPortfolioValue":{"type":"number","description":"Aggregate latest 13F portfolio value in USD","example":4523100000}}},"InstitutionsFilterDTO":{"type":"object","description":"Filters applied to the institutions query","properties":{"q":{"type":"string","description":"Institution name search substring","example":"Vanguard"}}},"InstitutionsListResponse":{"type":"object","description":"Paginated institutional Form 13F filer directory response","properties":{"data":{"type":"array","description":"Institutional filers returned for the current page","items":{"$ref":"#/components/schemas/InstitutionDTO"}},"pagination":{"$ref":"#/components/schemas/InstitutionsPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/InstitutionsFilterDTO","description":"Filters applied to the query"}}},"InstitutionsPagination":{"type":"object","description":"Pagination metadata for institution results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":20},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"ApiErrorDTO":{"type":"object","properties":{"code":{"type":"string"},"message":{"type":"string"},"details":{"type":"object","additionalProperties":{"type":"object"}},"request_id":{"type":"string"}}},"ErrorResponseDTO":{"type":"object","properties":{"error":{"$ref":"#/components/schemas/ApiErrorDTO"}}},"InstitutionChangesPeriodDTO":{"type":"object","description":"13F periods compared by an institution change snapshot","properties":{"currentQuarter":{"type":"string","description":"Current fiscal quarter label","example":"2024Q3"},"currentPeriodEnd":{"type":"string","format":"date","description":"Current 13F period end date","example":"2024-09-30"},"priorQuarter":{"type":"string","description":"Previous fiscal quarter label","example":"2024Q2"},"priorPeriodEnd":{"type":"string","format":"date","description":"Previous 13F period end date","example":"2024-06-30"},"accessionNumber":{"type":"string","description":"13F accession number for the current filing","example":"0000102909-24-000123"},"filingDate":{"type":"string","format":"date","description":"13F filing date for the current period","example":"2024-11-14"}}},"InstitutionTradingActivityFilterDTO":{"type":"object","description":"Filters applied to the institution trading activity query","properties":{"cik":{"type":"string","description":"Normalized institutional manager CIK","example":"0000102909"},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q3"},"activityType":{"type":"string","description":"Activity direction","enum":["buy","sell"],"example":"buy"},"newOnly":{"type":"boolean","description":"When true, buy rows are limited to securities not held in the prior period","example":false},"soldOutOnly":{"type":"boolean","description":"When true, sell rows are limited to securities no longer held in the current period","example":false},"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":20}}},"InstitutionTradingActivityResponse":{"type":"object","description":"Paginated quarter-over-quarter institutional 13F trading activity response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"period":{"$ref":"#/components/schemas/InstitutionChangesPeriodDTO","description":"13F periods compared by this activity response"},"activityType":{"type":"string","description":"Activity direction","enum":["buy","sell"],"example":"buy"},"securities":{"type":"array","description":"Securities matching the selected activity direction","items":{"$ref":"#/components/schemas/InstitutionTradingActivitySecurityDTO"}},"pagination":{"$ref":"#/components/schemas/InstitutionsPagination","description":"Pagination metadata"},"filters":{"$ref":"#/components/schemas/InstitutionTradingActivityFilterDTO","description":"Filters applied to the query"}}},"InstitutionTradingActivitySecurityDTO":{"type":"object","description":"Quarter-over-quarter 13F trading activity for one security in an institution portfolio","properties":{"rank":{"type":"integer","format":"int64","description":"Rank within the selected activity direction","example":1},"ticker":{"type":"string","description":"Ticker symbol when matched to a security reference","example":"AAPL"},"issuerCik":{"type":"string","description":"Issuer CIK when matched to a security reference","example":"0000320193"},"cusip":{"type":"string","description":"CUSIP from the 13F information table","example":"037833100"},"issuerName":{"type":"string","description":"Issuer/security name","example":"APPLE INC"},"titleOfClass":{"type":"string","description":"13F title of class","example":"COM"},"putCall":{"type":"string","description":"Option side for 13F option rows","example":"CALL"},"currentShares":{"type":"number","description":"Current-period shares or principal amount","example":1000000},"priorShares":{"type":"number","description":"Previous-period shares or principal amount","example":900000},"netShares":{"type":"number","description":"Current minus previous shares or principal amount","example":100000},"currentValue":{"type":"number","description":"Current 13F value in USD","example":187420},"priorValue":{"type":"number","description":"Previous 13F value in USD","example":168000},"netValue":{"type":"number","description":"Current minus previous 13F value in USD","example":19420},"activityValue":{"type":"number","description":"Absolute value or share amount used to rank this activity row","example":19420}}},"InstitutionHoldingsPeriodDTO":{"type":"object","description":"13F filing period selected for institution holdings","properties":{"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q3"},"periodOfReport":{"type":"string","format":"date","description":"13F period of report","example":"2024-09-30"},"filingDate":{"type":"string","format":"date","description":"13F filing date","example":"2024-11-14"},"accessionNumber":{"type":"string","description":"13F accession number"}}},"InstitutionPortfolioCompositionDTO":{"type":"object","description":"Institutional Form 13F portfolio composition row","properties":{"rank":{"type":"integer","format":"int32","description":"Rank within the selected composition level","example":1},"sector":{"type":"string","description":"Sector label","example":"Technology"},"industry":{"type":"string","description":"Industry label for industry-level rows","example":"Semiconductors"},"sicCode":{"type":"string","description":"SIC code for industry-level rows","example":3674},"positionCount":{"type":"integer","format":"int64","description":"Number of holding rows in this allocation bucket","example":24},"securityCount":{"type":"integer","format":"int64","description":"Number of distinct CUSIPs in this allocation bucket","example":23},"value":{"type":"number","description":"Aggregate 13F position value in USD for this allocation bucket","example":1250000000},"portfolioWeightPercent":{"type":"number","description":"Percent of the selected 13F portfolio represented by this allocation bucket","example":12.345678}}},"InstitutionPortfolioCompositionFilterDTO":{"type":"object","description":"Filters applied to the institution portfolio composition query","properties":{"cik":{"type":"string","description":"Normalized institutional manager CIK","example":"0000102909"},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q3"},"classificationLevel":{"type":"string","description":"Portfolio composition classification level","enum":["sector","industry"],"example":"sector"}}},"InstitutionPortfolioCompositionResponse":{"type":"object","description":"Institutional Form 13F portfolio composition response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"period":{"$ref":"#/components/schemas/InstitutionHoldingsPeriodDTO","description":"Selected 13F filing period"},"classificationLevel":{"type":"string","description":"Portfolio composition classification level","enum":["sector","industry"],"example":"sector"},"totalPositionCount":{"type":"integer","format":"int64","description":"Total number of holding rows represented by this composition","example":4287},"totalSecurityCount":{"type":"integer","format":"int64","description":"Total number of distinct CUSIPs represented by this composition","example":4271},"totalPortfolioValue":{"type":"number","description":"Aggregate selected 13F portfolio value in USD","example":4523100000},"breakdown":{"type":"array","description":"Portfolio allocation rows for the selected classification level","items":{"$ref":"#/components/schemas/InstitutionPortfolioCompositionDTO"}},"filters":{"$ref":"#/components/schemas/InstitutionPortfolioCompositionFilterDTO","description":"Filters applied to the query"}}},"InstitutionProfileFilterDTO":{"type":"object","description":"Filters applied to the institution profile query","properties":{"cik":{"type":"string","description":"Normalized institutional manager CIK","example":"0000102909"},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q3"}}},"InstitutionProfileResponse":{"type":"object","description":"Institutional Form 13F filer profile","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"formType":{"type":"string","description":"Selected 13F form type","example":"13F-HR"},"accessionNumber":{"type":"string","description":"Selected 13F accession number"},"filingDate":{"type":"string","format":"date","description":"Selected 13F filing date","example":"2024-11-14"},"periodOfReport":{"type":"string","format":"date","description":"Selected 13F period of report","example":"2024-09-30"},"receivedDate":{"type":"string","format":"date-time","description":"Timestamp when the selected filing was received"},"sourceUrl":{"type":"string","description":"SEC source URL for the selected filing"},"filingCount":{"type":"integer","format":"int64","description":"Number of Form 13F filings stored for the manager","example":12},"positionCount":{"type":"integer","format":"int64","description":"Number of holdings rows in the selected filing","example":4287},"securityCount":{"type":"integer","format":"int64","description":"Number of distinct CUSIPs in the selected filing","example":4271},"portfolioValue":{"type":"number","description":"Aggregate selected 13F portfolio value in USD","example":4523100000},"averagePositionValue":{"type":"number","description":"Average position value in USD"},"otherManagerCount":{"type":"integer","format":"int64","description":"Number of other managers disclosed on the selected filing","example":0},"filters":{"$ref":"#/components/schemas/InstitutionProfileFilterDTO","description":"Filters applied to the query"}}},"InstitutionHoldingDTO":{"type":"object","description":"Single Form 13F holding row","properties":{"ticker":{"type":"string","description":"Primary ticker symbol when known","example":"AAPL"},"issuerCik":{"type":"string","description":"Issuer CIK when known","example":"0000320193"},"issuerName":{"type":"string","description":"Issuer name reported in the holding row","example":"APPLE INC"},"titleOfClass":{"type":"string","description":"Security title/class","example":"COM"},"cusip":{"type":"string","description":"CUSIP","example":"037833100"},"putCall":{"type":"string","description":"Put/call marker for options positions"},"shares":{"type":"number","description":"Shares or principal amount held"},"shareType":{"type":"string","description":"Share type reported by SEC","example":"SH"},"value":{"type":"number","description":"Position value in USD"},"weightPercent":{"type":"number","description":"Position weight in the selected 13F portfolio"},"investmentDiscretion":{"type":"string","description":"Investment discretion"},"votingAuthoritySole":{"type":"integer","format":"int64","description":"Sole voting authority"},"votingAuthorityShared":{"type":"integer","format":"int64","description":"Shared voting authority"},"votingAuthorityNone":{"type":"integer","format":"int64","description":"No voting authority"}}},"InstitutionsHoldingsFilterDTO":{"type":"object","description":"Filters applied to the institution holdings query","properties":{"cik":{"type":"string","description":"Normalized institutional manager CIK","example":"0000102909"},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q3"},"limit":{"type":"integer","format":"int32","description":"Maximum number of holding rows requested","example":100},"sort":{"type":"string","description":"Sort key","enum":["value","shares","weight"],"example":"value"}}},"InstitutionsHoldingsPagination":{"type":"object","description":"Pagination metadata for institution holdings results","properties":{"limit":{"type":"integer","format":"int32","description":"Maximum number of holding rows requested","example":100},"hasMoreData":{"type":"boolean","description":"Whether more holding rows are available","example":true}}},"InstitutionsHoldingsResponse":{"type":"object","description":"Institutional Form 13F holdings response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"period":{"$ref":"#/components/schemas/InstitutionHoldingsPeriodDTO","description":"Selected 13F filing period"},"totalPositionCount":{"type":"integer","format":"int64","description":"Total number of holding rows in the selected filing","example":4287},"totalSecurityCount":{"type":"integer","format":"int64","description":"Total number of distinct CUSIPs in the selected filing","example":4271},"totalPortfolioValue":{"type":"number","description":"Aggregate selected 13F portfolio value in USD","example":4523100000},"holdings":{"type":"array","description":"Holding rows for the selected filing","items":{"$ref":"#/components/schemas/InstitutionHoldingDTO"}},"pagination":{"$ref":"#/components/schemas/InstitutionsHoldingsPagination","description":"Pagination metadata for holding rows"},"filters":{"$ref":"#/components/schemas/InstitutionsHoldingsFilterDTO","description":"Filters applied to the query"}}},"InstitutionHoldingsHistoryPeriodDTO":{"type":"object","description":"Institutional Form 13F holdings for one historical filing period","properties":{"period":{"$ref":"#/components/schemas/InstitutionHoldingsPeriodDTO","description":"Selected 13F filing period"},"totalPositionCount":{"type":"integer","format":"int64","description":"Total number of holding rows in the filing","example":4287},"totalSecurityCount":{"type":"integer","format":"int64","description":"Total number of distinct CUSIPs in the filing","example":4271},"totalPortfolioValue":{"type":"number","description":"Aggregate 13F portfolio value in USD","example":4523100000},"holdings":{"type":"array","description":"Holding rows for the filing period","items":{"$ref":"#/components/schemas/InstitutionHoldingDTO"}}}},"InstitutionsHoldingsHistoryFilterDTO":{"type":"object","description":"Filters applied to the institution holdings history query","properties":{"cik":{"type":"string","description":"Normalized institutional manager CIK","example":"0000102909"},"year":{"type":"integer","format":"int32","description":"Requested calendar year","example":2024},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q4"},"limit":{"type":"integer","format":"int32","description":"Maximum number of holding rows requested per filing period","example":100},"sort":{"type":"string","description":"Sort key","enum":["value","shares","weight"],"example":"value"}}},"InstitutionsHoldingsHistoryResponse":{"type":"object","description":"Historical institutional Form 13F holdings response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"periods":{"type":"array","description":"Historical filing periods and their holding rows","items":{"$ref":"#/components/schemas/InstitutionHoldingsHistoryPeriodDTO"}},"pagination":{"$ref":"#/components/schemas/InstitutionsHoldingsPagination","description":"Pagination metadata for holding rows per period"},"filters":{"$ref":"#/components/schemas/InstitutionsHoldingsHistoryFilterDTO","description":"Filters applied to the query"}}},"InstitutionFilingDTO":{"type":"object","description":"Form 13F filing metadata and manager disclosures","properties":{"form13fId":{"type":"integer","format":"int64","description":"Internal Form 13F identifier","example":12345},"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"formType":{"type":"string","description":"SEC form type","example":"13F-NT"},"reportType":{"type":"string","description":"13F report type from the filing cover page","example":"13F NOTICE"},"accessionNumber":{"type":"string","description":"SEC accession number","example":"0000102909-26-002707"},"filingDate":{"type":"string","format":"date","description":"Filing date","example":"2026-05-08"},"periodOfReport":{"type":"string","format":"date","description":"13F period of report","example":"2026-03-31"},"quarter":{"type":"string","description":"Quarter label for the period of report","example":"2026Q1"},"receivedDate":{"type":"string","format":"date-time","description":"Timestamp when the filing was received"},"sourceUrl":{"type":"string","description":"SEC source URL for the filing"},"isNotice":{"type":"boolean","description":"Whether the filing is a 13F notice","example":true},"isAmendment":{"type":"boolean","description":"Whether the filing is an amendment","example":false},"amendmentType":{"type":"string","description":"Amendment type from the filing cover page"},"hasInformationTable":{"type":"boolean","description":"Whether an information table was loaded for this filing","example":false},"holdingsLoadedCount":{"type":"integer","format":"int64","description":"Number of holdings rows loaded for this filing","example":0},"securityCount":{"type":"integer","format":"int64","description":"Number of distinct CUSIPs loaded for this filing","example":0},"portfolioValue":{"type":"number","description":"Aggregate portfolio value in USD for loaded holdings","example":0},"otherManagerCount":{"type":"integer","format":"int64","description":"Number of summary other managers disclosed on holdings reports","example":0},"noticeManagerCount":{"type":"integer","format":"int64","description":"Number of notice managers disclosed on notice filings","example":10},"holdingManagerLinkCount":{"type":"integer","format":"int64","description":"Number of holding-to-manager links for holdings rows","example":0},"noticeManagers":{"type":"array","description":"Notice managers disclosed by 13F-NT filings","items":{"$ref":"#/components/schemas/InstitutionFilingManagerDTO"}},"otherManagers":{"type":"array","description":"Other managers disclosed by holdings reports","items":{"$ref":"#/components/schemas/InstitutionFilingManagerDTO"}}}},"InstitutionFilingManagerDTO":{"type":"object","description":"Manager disclosed on a Form 13F filing","properties":{"type":{"type":"string","description":"Manager relationship source","example":"notice"},"sequenceNumber":{"type":"integer","format":"int32","description":"Sequence number used by holdings rows for other managers"},"managerCik":{"type":"string","description":"Manager CIK when disclosed","example":"0000933478"},"managerName":{"type":"string","description":"Manager name","example":"VANGUARD FIDUCIARY TRUST CO"},"form13fFileNumber":{"type":"string","description":"SEC Form 13F file number","example":"028-11554"},"crdNumber":{"type":"string","description":"CRD number when disclosed"},"secFileNumber":{"type":"string","description":"SEC file number when disclosed"}}},"InstitutionFilingsFilterDTO":{"type":"object","description":"Filters applied to institution Form 13F filings","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2026Q1"},"formType":{"type":"string","description":"SEC Form 13F type","example":"13F-NT"},"page":{"type":"integer","format":"int32","description":"1-based page offset","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum filings returned","example":20}}},"InstitutionFilingsResponse":{"type":"object","description":"Institution Form 13F filings response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"filings":{"type":"array","description":"Form 13F filing disclosures","items":{"$ref":"#/components/schemas/InstitutionFilingDTO"}},"pagination":{"$ref":"#/components/schemas/InstitutionsPagination","description":"Pagination metadata"},"filters":{"$ref":"#/components/schemas/InstitutionFilingsFilterDTO","description":"Filters applied to the query"}}},"InstitutionFilingPeriodDTO":{"type":"object","description":"Form 13F filing coverage for one report period","properties":{"quarter":{"type":"string","description":"Fiscal quarter label","example":"2026Q1"},"periodOfReport":{"type":"string","format":"date","description":"13F period of report","example":"2026-03-31"},"periodStatus":{"type":"string","description":"Period coverage status","enum":["holdings_reported","notice_only","mixed","metadata_only"],"example":"notice_only"},"filingCount":{"type":"integer","format":"int64","description":"Number of 13F filings for this CIK/report period","example":1},"holdingsFilingCount":{"type":"integer","format":"int64","description":"Number of holdings-bearing filings for this period","example":0},"noticeFilingCount":{"type":"integer","format":"int64","description":"Number of notice filings for this period","example":1},"amendmentFilingCount":{"type":"integer","format":"int64","description":"Number of amendment filings for this period","example":0},"holdingsLoadedCount":{"type":"integer","format":"int64","description":"Total holdings rows loaded across filings in this period","example":0},"noticeManagerCount":{"type":"integer","format":"int64","description":"Total notice managers disclosed across filings in this period","example":10},"otherManagerCount":{"type":"integer","format":"int64","description":"Total summary other managers disclosed across filings in this period","example":0},"filings":{"type":"array","description":"Filings submitted by the CIK for this report period","items":{"$ref":"#/components/schemas/InstitutionFilingPeriodFilingDTO"}}}},"InstitutionFilingPeriodFilingDTO":{"type":"object","description":"Compact Form 13F filing entry for a report period","properties":{"formType":{"type":"string","description":"SEC form type","example":"13F-NT"},"reportType":{"type":"string","description":"13F report type from the filing cover page","example":"13F NOTICE"},"accessionNumber":{"type":"string","description":"SEC accession number","example":"0000102909-26-002707"},"filingDate":{"type":"string","format":"date","description":"Filing date","example":"2026-05-08"},"isNotice":{"type":"boolean","description":"Whether the filing is a 13F notice","example":true},"isAmendment":{"type":"boolean","description":"Whether the filing is an amendment","example":false},"hasInformationTable":{"type":"boolean","description":"Whether an information table was loaded for this filing","example":false},"holdingsLoadedCount":{"type":"integer","format":"int64","description":"Number of holdings rows loaded for this filing","example":0},"noticeManagerCount":{"type":"integer","format":"int64","description":"Number of notice managers disclosed by this filing","example":10},"otherManagerCount":{"type":"integer","format":"int64","description":"Number of summary other managers disclosed by this filing","example":0}}},"InstitutionFilingPeriodsFilterDTO":{"type":"object","description":"Filters applied to institution Form 13F filing periods","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"year":{"type":"integer","format":"int32","description":"Calendar year","example":2026}}},"InstitutionFilingPeriodsResponse":{"type":"object","description":"Institution Form 13F filing period coverage response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"periods":{"type":"array","description":"Report periods where this CIK submitted Form 13F filings","items":{"$ref":"#/components/schemas/InstitutionFilingPeriodDTO"}},"filters":{"$ref":"#/components/schemas/InstitutionFilingPeriodsFilterDTO","description":"Filters applied to the query"}}},"InstitutionChangesFilterDTO":{"type":"object","description":"Filters applied to the institution changes query","properties":{"cik":{"type":"string","description":"Normalized institutional manager CIK","example":"0000102909"},"quarter":{"type":"string","description":"Fiscal quarter label","example":"2024Q3"}}},"InstitutionChangesMetricsDTO":{"type":"object","description":"Quarter-over-quarter Form 13F metrics for one institutional manager","properties":{"currentAum":{"type":"number","description":"Current disclosed portfolio value in USD","example":4523100000},"priorAum":{"type":"number","description":"Previous disclosed portfolio value in USD","example":4301200000},"aumChange":{"type":"number","description":"Current minus previous disclosed portfolio value in USD","example":221900000},"aumChangePercent":{"type":"number","description":"Percent change in disclosed portfolio value","example":5.158701},"reportedValueReturnPercent":{"type":"number","description":"Reported value return proxy from 13F values, not a true time-weighted return","example":5.158701},"currentPositionCount":{"type":"integer","format":"int64","description":"Current holding row count","example":4287},"priorPositionCount":{"type":"integer","format":"int64","description":"Previous holding row count","example":4201},"positionCountChange":{"type":"integer","format":"int64","description":"Current minus previous holding row count","example":86},"currentSecurityCount":{"type":"integer","format":"int64","description":"Current distinct CUSIP count","example":4271},"priorSecurityCount":{"type":"integer","format":"int64","description":"Previous distinct CUSIP count","example":4185},"securityCountChange":{"type":"integer","format":"int64","description":"Current minus previous distinct CUSIP count","example":86},"additionsCount":{"type":"integer","format":"int64","description":"Positions present in current quarter but not prior quarter","example":120},"disposalsCount":{"type":"integer","format":"int64","description":"Positions present in prior quarter but not current quarter","example":81},"increasedCount":{"type":"integer","format":"int64","description":"Existing positions with higher reported value than prior quarter","example":2110},"decreasedCount":{"type":"integer","format":"int64","description":"Existing positions with lower reported value than prior quarter","example":1984},"unchangedCount":{"type":"integer","format":"int64","description":"Existing positions with unchanged reported value","example":10},"additionsValue":{"type":"number","description":"Reported value of additions in USD","example":1250000},"disposalsValue":{"type":"number","description":"Prior reported value of disposals in USD","example":990000},"increasedValue":{"type":"number","description":"Positive reported value changes on existing positions in USD","example":25000000},"decreasedValue":{"type":"number","description":"Absolute negative reported value changes on existing positions in USD","example":18000000},"buyValue":{"type":"number","description":"Additions plus positive reported value changes in USD","example":26250000},"sellValue":{"type":"number","description":"Disposals plus absolute negative reported value changes in USD","example":18990000},"netActivityValue":{"type":"number","description":"Buy value minus sell value in USD","example":7260000},"grossActivityValue":{"type":"number","description":"Buy value plus sell value in USD","example":45240000},"additionRatePercent":{"type":"number","description":"Additions as a percent of prior distinct CUSIPs","example":2.867384},"disposalRatePercent":{"type":"number","description":"Disposals as a percent of prior distinct CUSIPs","example":1.935484},"turnoverPercent":{"type":"number","description":"Gross activity value as a percent of prior AUM","example":1.051801}}},"InstitutionChangesResponse":{"type":"object","description":"Institutional Form 13F quarter-over-quarter changes response","properties":{"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000102909"},"name":{"type":"string","description":"Institutional manager display name","example":"VANGUARD GROUP INC"},"period":{"$ref":"#/components/schemas/InstitutionChangesPeriodDTO","description":"13F periods compared by this response"},"metrics":{"$ref":"#/components/schemas/InstitutionChangesMetricsDTO","description":"Quarter-over-quarter metrics"},"filters":{"$ref":"#/components/schemas/InstitutionChangesFilterDTO","description":"Filters applied to the query"}}},"InstitutionsActivityFilterDTO":{"type":"object","description":"Filters applied to the institutional activity query","properties":{"year":{"type":"integer","format":"int32","description":"Requested calendar year","example":2024},"quarter":{"type":"string","description":"Requested fiscal quarter label","example":"2024Q4"},"limit":{"type":"integer","format":"int32","description":"Maximum rows returned per activity category","example":50}}},"InstitutionsActivityPagination":{"type":"object","description":"Pagination metadata for institutional activity results","properties":{"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per category","example":50}}},"InstitutionsActivityPeriodDTO":{"type":"object","description":"13F reporting periods used for activity comparison","properties":{"currentQuarter":{"type":"string","description":"Selected 13F quarter","example":"2024Q4"},"currentPeriodEnd":{"type":"string","format":"date","description":"Selected 13F period end date","example":"2024-12-31"},"previousQuarter":{"type":"string","description":"Previous available 13F quarter","example":"2024Q3"},"previousPeriodEnd":{"type":"string","format":"date","description":"Previous available 13F period end date","example":"2024-09-30"}}},"InstitutionsActivityResponse":{"type":"object","description":"Market-wide institutional 13F activity response","properties":{"period":{"$ref":"#/components/schemas/InstitutionsActivityPeriodDTO","description":"13F periods compared by this response"},"mostBought":{"type":"array","description":"Securities with the largest positive quarter-over-quarter changes","items":{"$ref":"#/components/schemas/InstitutionsActivitySecurityDTO"}},"mostSold":{"type":"array","description":"Securities with the largest negative quarter-over-quarter changes","items":{"$ref":"#/components/schemas/InstitutionsActivitySecurityDTO"}},"newPositions":{"type":"array","description":"Securities that appear in the selected period but not the previous period","items":{"$ref":"#/components/schemas/InstitutionsActivitySecurityDTO"}},"closedPositions":{"type":"array","description":"Securities that appeared in the previous period but not the selected period","items":{"$ref":"#/components/schemas/InstitutionsActivitySecurityDTO"}},"pagination":{"$ref":"#/components/schemas/InstitutionsActivityPagination","description":"Pagination metadata for category lists"},"filters":{"$ref":"#/components/schemas/InstitutionsActivityFilterDTO","description":"Filters applied to the query"}}},"InstitutionsActivitySecurityDTO":{"type":"object","description":"Aggregated 13F activity for one security","properties":{"ticker":{"type":"string","description":"Ticker symbol when matched to a security reference","example":"AAPL"},"cusip":{"type":"string","description":"CUSIP from the 13F information table","example":"037833100"},"issuerName":{"type":"string","description":"Issuer/security name","example":"APPLE INC"},"titleOfClass":{"type":"string","description":"13F title of class","example":"COM"},"putCall":{"type":"string","description":"Option side for 13F option rows","example":"CALL"},"filerCount":{"type":"integer","format":"int64","description":"Number of current-period filers reporting the security","example":1234},"priorFilerCount":{"type":"integer","format":"int64","description":"Number of previous-period filers reporting the security","example":1198},"currentShares":{"type":"number","description":"Current aggregate shares or principal amount","example":1000000},"priorShares":{"type":"number","description":"Previous aggregate shares or principal amount","example":900000},"netShares":{"type":"number","description":"Current minus previous aggregate shares","example":100000},"currentValue":{"type":"number","description":"Current aggregate 13F value in USD","example":187420},"priorValue":{"type":"number","description":"Previous aggregate 13F value in USD","example":168000},"netValue":{"type":"number","description":"Current minus previous aggregate 13F value in USD","example":19420}}},"InsiderIssuerDTO":{"type":"object","description":"Issuer identity from a Form 4 filing","properties":{"cik":{"type":"string","description":"Zero-padded 10-digit issuer CIK","example":"0000320193"},"ticker":{"type":"string","description":"Issuer ticker symbol recorded on the filing","example":"AAPL"},"name":{"type":"string","description":"Issuer legal name recorded on the filing","example":"Apple Inc."}}},"InsiderReporterDTO":{"type":"object","description":"Reporting owner associated with a Form 4 transaction","properties":{"cik":{"type":"string","description":"Zero-padded 10-digit reporter CIK","example":"0001214123"},"name":{"type":"string","description":"Reporter name","example":"Cook Timothy D"},"director":{"type":"boolean","description":"Whether the reporter is a director","example":true},"officer":{"type":"boolean","description":"Whether the reporter is an officer","example":true},"tenPercentOwner":{"type":"boolean","description":"Whether the reporter is a ten percent owner","example":false},"officerTitle":{"type":"string","description":"Officer title as reported on the filing","example":"Chief Executive Officer"}}},"InsiderTransactionDTO":{"type":"object","description":"One Form 4 transaction row","properties":{"accessionNumber":{"type":"string","description":"SEC accession number for the Form 4 filing","example":"0000320193-25-000071"},"filingUrl":{"type":"string","description":"SEC filing URL when available"},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2025-08-01T18:15:05"},"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer from the Form 4 filing"},"reporter":{"$ref":"#/components/schemas/InsiderReporterDTO","description":"Reporting owner from the Form 4 filing"},"securityType":{"type":"string","description":"Security title/type","example":"Common Stock"},"transactionDate":{"type":"string","format":"date","description":"Transaction date","example":"2025-07-31"},"deemedExecutionDate":{"type":"string","format":"date","description":"Deemed execution date","example":"2025-07-31"},"transactionCode":{"type":"string","description":"SEC transaction code","example":"P"},"type":{"type":"string","description":"Buy/sell interpretation based on acquired/disposed flag","example":"buy"},"shares":{"type":"number","description":"Shares transacted","example":1000},"pricePerShare":{"type":"number","description":"Transaction price per share","example":187.42},"value":{"type":"number","description":"Estimated transaction value: shares multiplied by price per share","example":187420.0},"acquiredDisposed":{"type":"string","description":"Acquired/disposed flag from SEC data","enum":["A","D"],"example":"A"},"sharesOwnedFollowingTransaction":{"type":"number","description":"Shares owned following the transaction","example":250000},"directOrIndirectOwnership":{"type":"string","description":"Direct or indirect ownership flag","example":"D"},"natureOfOwnership":{"type":"string","description":"Nature of ownership"},"derivative":{"type":"boolean","description":"Whether this is a derivative transaction row","example":false},"underlyingSecurityTitle":{"type":"string","description":"Underlying security title for derivative rows"},"underlyingSecurityShares":{"type":"number","description":"Underlying security shares for derivative rows"},"exercisePrice":{"type":"number","description":"Exercise price for derivative rows"},"exerciseDate":{"type":"string","format":"date","description":"Exercise date for derivative rows"},"expirationDate":{"type":"string","format":"date","description":"Expiration date for derivative rows"}}},"InsiderTransactionsFilterDTO":{"type":"object","description":"Filters applied to the insider transaction feed","properties":{"acquiredDisposed":{"type":"string","description":"Requested acquired/disposed filter","enum":["A","D"],"example":"A"},"transactionCode":{"type":"string","description":"SEC transaction code","example":"P"},"derivative":{"type":"boolean","description":"Derivative row filter","example":false},"insiderRole":{"type":"string","description":"Reported insider role/title filter","example":"CEO"},"minValue":{"type":"integer","format":"int64","description":"Minimum estimated transaction value","example":100000},"acceptedFrom":{"type":"string","format":"date","description":"Include SEC filings accepted on or after this date","example":"2024-01-01"},"transactionFrom":{"type":"string","format":"date","description":"Include transactions dated on or after this date","example":"2024-01-01"},"transactionTo":{"type":"string","format":"date","description":"Include transactions dated on or before this date","example":"2024-03-31"},"limit":{"type":"integer","format":"int32","description":"Maximum rows returned","example":100}}},"InsiderTransactionsPagination":{"type":"object","description":"Pagination metadata for insider transaction feed results","properties":{"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested","example":100},"hasMoreData":{"type":"boolean","description":"Whether more records are available after this result set","example":true}}},"InsiderTransactionsResponse":{"type":"object","description":"Global insider transaction feed response","properties":{"transactions":{"type":"array","description":"Transaction rows ordered by SEC acceptance time and transaction date descending","items":{"$ref":"#/components/schemas/InsiderTransactionDTO"}},"pagination":{"$ref":"#/components/schemas/InsiderTransactionsPagination","description":"Pagination metadata for this feed"},"filters":{"$ref":"#/components/schemas/InsiderTransactionsFilterDTO","description":"Normalized filters applied to the query"}}},"InsiderCompanyOwnerDTO":{"type":"object","description":"Ranked insider owner for one issuer","properties":{"rank":{"type":"integer","format":"int32","description":"Rank within the issuer by total included shares","example":1},"reporterCik":{"type":"string","description":"Zero-padded 10-digit reporting owner CIK","example":"0001214123"},"reporterName":{"type":"string","description":"Reporting owner name","example":"Cook Timothy D"},"director":{"type":"boolean","description":"Whether the owner is reported as a director","example":true},"officer":{"type":"boolean","description":"Whether the owner is reported as an officer","example":true},"tenPercentOwner":{"type":"boolean","description":"Whether the owner is reported as a ten percent owner","example":false},"officerTitle":{"type":"string","description":"Latest reported officer title"},"totalShares":{"type":"number","description":"Heuristic sum of current shares across included positions and security types","example":300000},"directShares":{"type":"number","description":"Heuristic sum of shares marked direct ownership (D)","example":220000},"indirectShares":{"type":"number","description":"Heuristic sum of shares marked indirect ownership (I)","example":80000},"unspecifiedOwnershipShares":{"type":"number","description":"Heuristic sum of shares without a D/I ownership flag","example":0},"nonDerivativeShares":{"type":"number","description":"Heuristic sum of included non-derivative shares","example":300000},"derivativeShares":{"type":"number","description":"Heuristic sum of included derivative shares","example":0},"positionCount":{"type":"integer","format":"int64","description":"Number of snapshot positions contributing to this owner total","example":4},"latestPositionDate":{"type":"string","format":"date","description":"Latest date used to compute this owner's included positions"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime from the latest contributing snapshot row"},"latestAccessionNumber":{"type":"string","description":"Latest source filing accession number"},"latestFilingUrl":{"type":"string","description":"SEC filing URL from the latest source filing"},"securityTypes":{"type":"array","description":"Breakdown by security title/type. Share classes such as Class A and Class B remain separate here.","items":{"$ref":"#/components/schemas/InsiderHoldingSecurityTypeSummaryDTO"}}}},"InsiderHoldingSecurityTypeSummaryDTO":{"type":"object","description":"Aggregated insider ownership shares for one issuer security type","properties":{"securityType":{"type":"string","description":"Security title/type. Different share classes remain separate here.","example":"Class A Common Stock"},"totalShares":{"type":"number","description":"Heuristic sum of current shares for this security type","example":250000},"directShares":{"type":"number","description":"Heuristic sum of shares marked direct ownership (D)","example":200000},"indirectShares":{"type":"number","description":"Heuristic sum of shares marked indirect ownership (I)","example":50000},"unspecifiedOwnershipShares":{"type":"number","description":"Heuristic sum of shares without a D/I ownership flag","example":0},"nonDerivativeShares":{"type":"number","description":"Heuristic sum of non-derivative shares for this security type","example":250000},"derivativeShares":{"type":"number","description":"Heuristic sum of derivative shares for this security type","example":0},"positionCount":{"type":"integer","format":"int64","description":"Number of snapshot positions contributing to this security-type total","example":3}}},"InsiderOwnersFilterDTO":{"type":"object","description":"Filters applied to company insider owner rankings","properties":{"includeDerivative":{"type":"boolean","description":"Whether derivative ownership positions were included","example":false},"includeNonDerivative":{"type":"boolean","description":"Whether non-derivative ownership positions were included","example":true},"activeSince":{"type":"string","format":"date","description":"Only ownership positions updated on or after this date were included","example":"2021-05-21"},"limit":{"type":"integer","format":"int32","description":"Maximum owners returned","example":50}}},"InsiderOwnersResponse":{"type":"object","description":"Ranked current insider owners for a company","properties":{"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer represented by the ownership snapshot rows"},"filters":{"$ref":"#/components/schemas/InsiderOwnersFilterDTO","description":"Filters applied to the ranking"},"methodology":{"type":"string","description":"Heuristic methodology warning. These totals are not SEC-certified total beneficial ownership and may double-count or omit exposure across trusts, ownership forms, derivatives, and share classes."},"owners":{"type":"array","description":"Insider owners ordered by included total shares descending","items":{"$ref":"#/components/schemas/InsiderCompanyOwnerDTO"}}}},"InsiderNetValueResponse":{"type":"object","description":"Ticker-level Form 4 insider net transaction value snapshot","properties":{"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer represented by the Form 4 insider transaction snapshot"},"buyValue":{"type":"number","description":"Total value of acquired Form 4 transaction rows","example":1250000.0},"sellValue":{"type":"number","description":"Total value of disposed Form 4 transaction rows","example":450000.0},"netValue":{"type":"number","description":"Acquired transaction value minus disposed transaction value","example":800000.0},"transactionCount":{"type":"integer","format":"int64","description":"Total Form 4 transaction rows in the snapshot","example":24},"latestTransactionDate":{"type":"string","format":"date","description":"Most recent transaction date found for the issuer","example":"2025-07-31"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime for the most recent Form 4"},"latestAccessionNumber":{"type":"string","description":"Most recent Form 4 accession number for the issuer","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL for the most recent Form 4"}}},"InsiderNetSharesResponse":{"type":"object","description":"Ticker-level Form 4 insider net shares snapshot","properties":{"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer represented by the Form 4 insider transaction snapshot"},"buyShares":{"type":"number","description":"Total acquired shares in Form 4 transaction rows","example":120000.0},"sellShares":{"type":"number","description":"Total disposed shares in Form 4 transaction rows","example":45000.0},"netShares":{"type":"number","description":"Acquired shares minus disposed shares","example":75000.0},"transactionCount":{"type":"integer","format":"int64","description":"Total Form 4 transaction rows in the snapshot","example":24},"latestTransactionDate":{"type":"string","format":"date","description":"Most recent transaction date found for the issuer","example":"2025-07-31"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime for the most recent Form 4"},"latestAccessionNumber":{"type":"string","description":"Most recent Form 4 accession number for the issuer","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL for the most recent Form 4"}}},"InsiderBuySellRatioResponse":{"type":"object","description":"Ticker-level Form 4 insider buy/sell ratio snapshot","properties":{"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer represented by the Form 4 insider transaction snapshot"},"buyTransactionCount":{"type":"integer","format":"int64","description":"Number of acquired transaction rows","example":12},"sellTransactionCount":{"type":"integer","format":"int64","description":"Number of disposed transaction rows","example":8},"directionalTransactionCount":{"type":"integer","format":"int64","description":"Number of acquired plus disposed transaction rows","example":20},"transactionCount":{"type":"integer","format":"int64","description":"Total Form 4 transaction rows in the snapshot","example":24},"buySellRatio":{"type":"number","description":"Buy transaction count divided by sell transaction count. Null when there are no sell rows.","example":1.5},"latestTransactionDate":{"type":"string","format":"date","description":"Most recent transaction date found for the issuer","example":"2025-07-31"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime for the most recent Form 4"},"latestAccessionNumber":{"type":"string","description":"Most recent Form 4 accession number for the issuer","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL for the most recent Form 4"}}},"InsiderStatisticsResponse":{"type":"object","description":"Aggregated Form 4 insider statistics across all covered issuers","properties":{"companyCount":{"type":"integer","format":"int64","description":"Number of issuers with Form 4 insider transaction snapshot data","example":4200},"personCount":{"type":"integer","format":"int64","description":"Number of distinct reporting owners in the insider ownership snapshot","example":18500},"filingCount":{"type":"integer","format":"int64","description":"Total Form 4 filings across all issuers","example":250000},"transactionCount":{"type":"integer","format":"int64","description":"Total Form 4 transaction rows across all issuers","example":900000},"buyTransactionCount":{"type":"integer","format":"int64","description":"Total acquired Form 4 transaction rows","example":420000},"sellTransactionCount":{"type":"integer","format":"int64","description":"Total disposed Form 4 transaction rows","example":380000},"directionalTransactionCount":{"type":"integer","format":"int64","description":"Total acquired plus disposed Form 4 transaction rows","example":800000},"derivativeTransactionCount":{"type":"integer","format":"int64","description":"Total derivative Form 4 transaction rows","example":120000},"buySellRatio":{"type":"number","description":"Buy transaction count divided by sell transaction count. Null when there are no sell rows.","example":1.105263},"buyShares":{"type":"number","description":"Total acquired shares in Form 4 transaction rows","example":5.0E9},"sellShares":{"type":"number","description":"Total disposed shares in Form 4 transaction rows","example":4.5E9},"netShares":{"type":"number","description":"Acquired shares minus disposed shares","example":5.0E8},"buyValue":{"type":"number","description":"Total value of acquired Form 4 transaction rows (USD)","example":5.0E11},"sellValue":{"type":"number","description":"Total value of disposed Form 4 transaction rows (USD)","example":4.5E11},"netValue":{"type":"number","description":"Acquired transaction value minus disposed transaction value (USD)","example":5.0E10},"latestTransactionDate":{"type":"string","format":"date","description":"Most recent transaction date found in the universe","example":"2025-07-31"},"latestAccepted":{"type":"string","format":"date-time","description":"Most recent SEC acceptance datetime found in the universe"}}},"InsiderPersonDTO":{"type":"object","description":"Insider person derived from the ownership snapshot","properties":{"cik":{"type":"string","description":"Zero-padded 10-digit reporting owner CIK","example":"0001214123"},"name":{"type":"string","description":"Latest reported owner name","example":"Cook Timothy D"},"director":{"type":"boolean","description":"Whether any stored filing reports this person as a director","example":true},"officer":{"type":"boolean","description":"Whether any stored filing reports this person as an officer","example":true},"tenPercentOwner":{"type":"boolean","description":"Whether any stored filing reports this person as a ten percent owner","example":false},"latestOfficerTitle":{"type":"string","description":"Officer title from the latest stored filing when available","example":"Chief Executive Officer"},"latestIssuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer from the latest source filing for this person"},"latestAccessionNumber":{"type":"string","description":"Most recent source filing accession number for this person","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL for the most recent source filing"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime for the most recent source filing"},"latestTransactionDate":{"type":"string","format":"date","description":"Most recent position date represented by this person's snapshot rows","example":"2025-07-31"},"filingCount":{"type":"integer","format":"int64","description":"Number of distinct source filings represented by this person's snapshot rows","example":12},"transactionCount":{"type":"integer","format":"int64","description":"Number of transaction source rows represented by this person's snapshot rows","example":48},"issuerCount":{"type":"integer","format":"int64","description":"Number of distinct issuers linked to this person","example":3}}},"InsiderPersonsFilterDTO":{"type":"object","description":"Normalized filters applied to the insider persons query","properties":{"q":{"type":"string","description":"Reporter name or CIK search substring","example":"Cook"}}},"InsiderPersonsPagination":{"type":"object","description":"Pagination metadata for insider person results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":20},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"InsiderPersonsResponse":{"type":"object","description":"Paginated directory of insider persons from the ownership snapshot","properties":{"data":{"type":"array","description":"Insider persons returned for the current page","items":{"$ref":"#/components/schemas/InsiderPersonDTO"}},"pagination":{"$ref":"#/components/schemas/InsiderPersonsPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/InsiderPersonsFilterDTO","description":"Normalized filters that were applied to the query"}}},"InsiderHoldingDTO":{"type":"object","description":"Current insider ownership position from the ownership snapshot","properties":{"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer for this ownership position"},"securityType":{"type":"string","description":"Security title/type","example":"Common Stock"},"currentShares":{"type":"number","description":"Current shares owned in this position","example":250000},"directOrIndirectOwnership":{"type":"string","description":"Direct or indirect ownership flag","example":"D"},"natureOfOwnership":{"type":"string","description":"Nature of ownership"},"derivative":{"type":"boolean","description":"Whether this is a derivative ownership position","example":false},"underlyingSecurityTitle":{"type":"string","description":"Underlying security title for derivative positions"},"underlyingSecurityShares":{"type":"number","description":"Underlying security shares for derivative positions"},"exercisePrice":{"type":"number","description":"Exercise price for derivative positions"},"exerciseDate":{"type":"string","format":"date","description":"Exercise date for derivative positions"},"expirationDate":{"type":"string","format":"date","description":"Expiration date for derivative positions"},"latestPositionDate":{"type":"string","format":"date","description":"Latest date used to compute this position","example":"2025-07-31"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime for the latest source filing"},"latestSourceForm":{"type":"string","description":"Latest source form that contributed this position","example":"FORM4"},"latestSourceKind":{"type":"string","description":"Latest source row kind that contributed this position","example":"FORM4_REPORTED_BALANCE"},"latestAccessionNumber":{"type":"string","description":"Latest source filing accession number","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL for the latest source filing"}}},"InsiderHoldingsResponse":{"type":"object","description":"Current ownership positions for an insider person","properties":{"cik":{"type":"string","description":"Zero-padded 10-digit reporting owner CIK","example":"0001214123"},"holdings":{"type":"array","description":"Current ownership positions ordered by issuer and security","items":{"$ref":"#/components/schemas/InsiderHoldingDTO"}}}},"InsiderHoldingIssuerSummaryDTO":{"type":"object","description":"Aggregated insider ownership shares for one issuer","properties":{"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer represented by the latest contributing snapshot row"},"totalShares":{"type":"number","description":"Heuristic sum of current shares across included positions and security types","example":300000},"directShares":{"type":"number","description":"Heuristic sum of shares marked direct ownership (D)","example":220000},"indirectShares":{"type":"number","description":"Heuristic sum of shares marked indirect ownership (I)","example":80000},"unspecifiedOwnershipShares":{"type":"number","description":"Heuristic sum of shares without a D/I ownership flag","example":0},"nonDerivativeShares":{"type":"number","description":"Heuristic sum of included non-derivative shares","example":250000},"derivativeShares":{"type":"number","description":"Heuristic sum of included derivative shares","example":50000},"positionCount":{"type":"integer","format":"int64","description":"Number of snapshot positions contributing to this issuer total","example":4},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime from the latest contributing snapshot row"},"latestAccessionNumber":{"type":"string","description":"Latest source filing accession number from the chosen issuer source row","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL from the chosen issuer source row"},"securityTypes":{"type":"array","description":"Breakdown by security title/type. Share classes such as Class A and Class B remain separate here.","items":{"$ref":"#/components/schemas/InsiderHoldingSecurityTypeSummaryDTO"}}}},"InsiderHoldingsSummaryFilterDTO":{"type":"object","description":"Filters applied to the insider holdings summary","properties":{"includeDerivative":{"type":"boolean","description":"Whether derivative ownership positions were included","example":true},"includeNonDerivative":{"type":"boolean","description":"Whether non-derivative ownership positions were included","example":true}}},"InsiderHoldingsSummaryResponse":{"type":"object","description":"Per-issuer summary of current ownership snapshot positions for an insider person","properties":{"cik":{"type":"string","description":"Zero-padded 10-digit reporting owner CIK","example":"0001214123"},"filters":{"$ref":"#/components/schemas/InsiderHoldingsSummaryFilterDTO","description":"Filters applied to the summary"},"methodology":{"type":"string","description":"Heuristic methodology warning. These totals are not SEC-certified total beneficial ownership and may double-count or omit exposure across trusts, ownership forms, derivatives, and share classes."},"issuers":{"type":"array","description":"Issuer-level holdings summaries ordered by issuer ticker/name/CIK","items":{"$ref":"#/components/schemas/InsiderHoldingIssuerSummaryDTO"}}}},"InsiderCompaniesFilterDTO":{"type":"object","description":"Normalized filters applied to the insider companies query","properties":{"q":{"type":"string","description":"Issuer name, ticker, or CIK search substring","example":"Apple"}}},"InsiderCompaniesPagination":{"type":"object","description":"Pagination metadata for insider company results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":20},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"InsiderCompaniesResponse":{"type":"object","description":"Paginated directory of companies with Form 4 insider data","properties":{"data":{"type":"array","description":"Companies returned for the current page","items":{"$ref":"#/components/schemas/InsiderCompanyDTO"}},"pagination":{"$ref":"#/components/schemas/InsiderCompaniesPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/InsiderCompaniesFilterDTO","description":"Normalized filters that were applied to the query"}}},"InsiderCompanyDTO":{"type":"object","description":"Company with Form 4 insider data","properties":{"cik":{"type":"string","description":"Issuer CIK recorded on Form 4 filings","example":"0000320193"},"ticker":{"type":"string","description":"Issuer ticker symbol recorded on the latest Form 4 filing","example":"AAPL"},"name":{"type":"string","description":"Issuer legal name recorded on the latest Form 4 filing","example":"Apple Inc."},"latestAccessionNumber":{"type":"string","description":"Most recent Form 4 accession number for the issuer","example":"0000320193-25-000071"},"latestFilingUrl":{"type":"string","description":"SEC filing URL for the most recent Form 4"},"latestAccepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime for the most recent Form 4"},"latestTransactionDate":{"type":"string","format":"date","description":"Most recent transaction date found for the issuer","example":"2025-07-31"},"filingCount":{"type":"integer","format":"int64","description":"Number of Form 4 filings stored for the issuer","example":12},"transactionCount":{"type":"integer","format":"int64","description":"Number of Form 4 transaction rows stored for the issuer","example":48},"reporterCount":{"type":"integer","format":"int64","description":"Number of distinct reporting owner CIKs linked to the issuer","example":8}}},"InsiderDailyActivityFilterDTO":{"type":"object","description":"Normalized filters applied to the daily insider activity query","properties":{"activityDate":{"type":"string","format":"date","description":"Transaction date for the leaderboard","example":"2025-07-31"},"activityType":{"type":"string","description":"Leaderboard type","enum":["top_buyers","top_sellers"],"example":"top_buyers"},"limit":{"type":"integer","format":"int32","description":"Maximum number of ranked issuers returned","example":20}}},"InsiderDailyActivityLeaderDTO":{"type":"object","description":"Ranked issuer on a single day by insider buy or sell activity","properties":{"rank":{"type":"integer","format":"int32","description":"Rank for the activity type on this date (1 = largest)","example":1},"issuer":{"$ref":"#/components/schemas/InsiderIssuerDTO","description":"Issuer on the leaderboard"},"buyValue":{"type":"number","description":"Total acquired transaction value on this date (USD)","example":1.25E7},"sellValue":{"type":"number","description":"Total disposed transaction value on this date (USD)","example":4500000.0},"netValue":{"type":"number","description":"Acquired minus disposed transaction value on this date (USD)","example":8000000.0},"buyShares":{"type":"number","description":"Total acquired shares on this date","example":120000.0},"sellShares":{"type":"number","description":"Total disposed shares on this date","example":45000.0},"buyTransactionCount":{"type":"integer","format":"int64","description":"Acquired Form 4 transaction rows on this date","example":12},"sellTransactionCount":{"type":"integer","format":"int64","description":"Disposed Form 4 transaction rows on this date","example":8},"transactionCount":{"type":"integer","format":"int64","description":"Total Form 4 transaction rows on this date","example":20},"filingCount":{"type":"integer","format":"int64","description":"Distinct Form 4 filings on this date","example":3},"latestAccepted":{"type":"string","format":"date-time","description":"Most recent SEC acceptance datetime among filings on this date"}}},"InsiderDailyActivityResponse":{"type":"object","description":"Daily ranked insider buyers or sellers by issuer transaction value","properties":{"activityDate":{"type":"string","format":"date","description":"Transaction date for the leaderboard","example":"2025-07-31"},"activityType":{"type":"string","description":"Leaderboard type","example":"top_buyers"},"data":{"type":"array","description":"Ranked issuers for the date and activity type","items":{"$ref":"#/components/schemas/InsiderDailyActivityLeaderDTO"}},"filters":{"$ref":"#/components/schemas/InsiderDailyActivityFilterDTO","description":"Normalized filters that were applied to the query"}}},"CompanyIssuerDTO":{"type":"object","description":"Issuer identity derived from the most recent matching filing in pipelines_sec","properties":{"cik":{"type":"string","description":"Zero-padded 10-digit Central Index Key","example":"0000320193"},"ticker":{"type":"string","description":"Ticker symbol recorded on the most recent filing","example":"AAPL"},"name":{"type":"string","description":"Company name recorded on the most recent filing","example":"Apple Inc."},"sic":{"type":"integer","format":"int32","description":"SEC Standard Industrial Classification code","example":3571},"countryInc":{"type":"string","description":"Country of incorporation (ISO-2 when available)","example":"US"}}},"FinancialSegmentFilterDTO":{"type":"object","description":"Filters used to build a company segment revenue breakdown","properties":{"metric":{"type":"string","description":"Canonical metric requested","example":"revenue"},"axis":{"type":"string","description":"Optional XBRL axis filter","example":"ProductOrServiceAxis"},"segmentType":{"type":"string","description":"Segment type filter. One or more of: product, service, geography, business, other.","enum":["product","service","geography","business","other"],"example":"geography"},"period":{"type":"string","description":"Single fiscal period filter, such as YYYY or YYYYQN","example":2024},"periods":{"type":"string","description":"Comma-separated fiscal periods for compare requests","example":"2022,2023,2024"},"accessionNumber":{"type":"string","description":"SEC accession number used to scope the query","example":"0000320193-26-000006"},"qtrs":{"type":"integer","format":"int32","description":"Quarter span filter: 1 = quarterly, 4 = annual","example":4},"limit":{"type":"integer","format":"int32","description":"Maximum rows returned","example":50}}},"FinancialSegmentPeriodDTO":{"type":"object","description":"Segment breakdown rows for one fiscal period","properties":{"adsh":{"type":"string","description":"EDGAR accession number (ADSH)","example":"0000320193-26-000006"},"form":{"type":"string","description":"SEC form type","example":"10-K"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year","example":2024},"fiscalPeriod":{"type":"string","description":"Fiscal period","example":"FY"},"period":{"type":"integer","format":"int32","description":"Document period end from the filing (YYYYMMDD)","example":20240928},"filed":{"type":"integer","format":"int32","description":"SEC filing date (YYYYMMDD)","example":20241101},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2024-11-01T18:01:36"},"endDate":{"type":"integer","format":"int32","description":"Metric period end date (YYYYMMDD)","example":20240928},"quarters":{"type":"integer","format":"int32","description":"Quarter span: 1 = quarterly, 4 = annual","example":4},"totalRevenue":{"type":"number","description":"Total canonical revenue for this period, when available","example":391035000000},"segmentRevenueTotal":{"type":"number","description":"Sum of segment rows returned for this period","example":391035000000},"coveragePct":{"type":"number","description":"Returned segment total divided by total revenue, when total revenue is available","example":1.0},"rows":{"type":"array","description":"Segment rows","items":{"$ref":"#/components/schemas/FinancialSegmentRowDTO"}}}},"FinancialSegmentResponse":{"type":"object","description":"Company segment revenue breakdown across one or more fiscal periods","properties":{"issuer":{"$ref":"#/components/schemas/CompanyIssuerDTO","description":"Issuer matched by CIK or ticker"},"filters":{"$ref":"#/components/schemas/FinancialSegmentFilterDTO","description":"Filters used for the query"},"periods":{"type":"array","description":"Breakdown grouped by fiscal period","items":{"$ref":"#/components/schemas/FinancialSegmentPeriodDTO"}}}},"FinancialSegmentRowDTO":{"type":"object","description":"One segment member value in a company revenue breakdown","properties":{"name":{"type":"string","description":"Retail-friendly segment name","example":"iPhone"},"segmentType":{"type":"string","description":"Classified segment type","enum":["product","service","geography","business","other"],"example":"product"},"axisQname":{"type":"string","description":"XBRL axis QName","example":"us-gaap:ProductOrServiceAxis"},"axisLabel":{"type":"string","description":"Human-readable axis label","example":"Product Or Service"},"memberQname":{"type":"string","description":"XBRL member QName","example":"aapl:IPhoneMember"},"memberLabel":{"type":"string","description":"Human-readable member label","example":"iPhone"},"value":{"type":"number","description":"Segment value","example":201183000000},"unit":{"type":"string","description":"Unit of measure","example":"USD"},"percentOfRevenue":{"type":"number","description":"Share of total canonical revenue, when total revenue is available","example":0.5173},"sourceTag":{"type":"string","description":"Source SEC tag","example":"RevenueFromContractWithCustomerExcludingAssessedTax"},"sourceVersion":{"type":"string","description":"Source taxonomy version","example":"us-gaap/2024"},"strategy":{"type":"string","description":"Mapping strategy","example":"segment_priority"},"ruleId":{"type":"string","description":"Rule identifier","example":"seg.rev.priority.1"},"confidence":{"type":"number","description":"Mapping confidence","example":0.92}}},"FinancialRatioComponentDTO":{"type":"object","description":"Canonical metric value used to calculate a financial ratio","properties":{"metric":{"type":"string","description":"Canonical metric key","example":"revenue"},"value":{"type":"number","description":"Metric value used in the ratio","example":391035000000},"unit":{"type":"string","description":"Metric unit of measure","example":"USD"}}},"FinancialRatioFilterDTO":{"type":"object","description":"Filters used to build a precalculated financial ratio response","properties":{"ratios":{"type":"array","description":"Requested ratio identifiers","example":["gross_margin","current_ratio"],"items":{"type":"string"}},"group":{"type":"string","description":"Ratio group queried","enum":["liquidity","leverage","profitability","efficiency","all"],"example":"profitability"},"startDate":{"type":"string","format":"date","description":"Include periods ending on or after this date","example":"2020-01-01"},"endDate":{"type":"string","format":"date","description":"Include periods ending on or before this date","example":"2025-12-31"},"qtrs":{"type":"integer","format":"int32","description":"Optional quarter span filter: 0 = instant, 1 = quarter, 4 = annual","example":4},"limit":{"type":"integer","format":"int32","description":"Maximum points returned per ratio series","example":40}}},"FinancialRatioPointDTO":{"type":"object","description":"One precalculated financial ratio value for a reporting period","properties":{"adsh":{"type":"string","description":"EDGAR accession number (ADSH)","example":"0000320193-26-000006"},"cik":{"type":"integer","format":"int32","description":"Central Index Key","example":320193},"ticker":{"type":"string","description":"Ticker symbol recorded on the submission","example":"AAPL"},"entityName":{"type":"string","description":"Legal entity name","example":"Apple Inc."},"form":{"type":"string","description":"SEC form type","example":"10-Q"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year on the submission","example":2025},"fiscalPeriod":{"type":"string","description":"Fiscal period on the submission","example":"Q2"},"period":{"type":"integer","format":"int32","description":"Document period end from the submission (YYYYMMDD)","example":20250628},"filed":{"type":"integer","format":"int32","description":"SEC filing date (YYYYMMDD)","example":20250801},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2025-08-01T18:15:05"},"endDate":{"type":"integer","format":"int32","description":"Ratio period end date (YYYYMMDD)","example":20250628},"quarters":{"type":"integer","format":"int32","description":"Number of quarters represented: 0 = instant, 1 = quarter, 4 = annual","example":4},"value":{"type":"number","description":"Precalculated ratio value","example":0.4635},"unit":{"type":"string","description":"Ratio unit","enum":["decimal","turns"],"example":"decimal"},"components":{"type":"array","description":"Canonical metrics used in the calculation, when available","items":{"$ref":"#/components/schemas/FinancialRatioComponentDTO"}}}},"FinancialRatioSeriesDTO":{"type":"object","description":"One precalculated financial ratio time series","properties":{"ratio":{"type":"string","description":"Ratio identifier","example":"gross_margin"},"group":{"type":"string","description":"Ratio group","example":"profitability"},"label":{"type":"string","description":"Human-readable label","example":"Gross margin"},"description":{"type":"string","description":"What the ratio measures"},"formula":{"type":"string","description":"Plain formula describing the precalculated ratio","example":"gross_profit / revenue"},"unit":{"type":"string","description":"Ratio unit","enum":["decimal","turns"],"example":"decimal"},"points":{"type":"array","description":"Chronological ratio points","items":{"$ref":"#/components/schemas/FinancialRatioPointDTO"}}}},"FinancialRatioSeriesResponse":{"type":"object","description":"Precalculated financial ratios grouped by ratio identifier","properties":{"issuer":{"$ref":"#/components/schemas/CompanyIssuerDTO","description":"Issuer matched by CIK or ticker"},"filters":{"$ref":"#/components/schemas/FinancialRatioFilterDTO","description":"Filters used for the query"},"series":{"type":"array","description":"One time series per precalculated ratio","items":{"$ref":"#/components/schemas/FinancialRatioSeriesDTO"}}}},"FinancialRatioRankingCompanyDTO":{"type":"object","description":"One company ranked by a calculated financial ratio","properties":{"rank":{"type":"integer","format":"int32","description":"One-based rank after sorting by ratio value descending","example":1},"ratio":{"type":"string","description":"Ratio identifier","example":"gross_margin"},"group":{"type":"string","description":"Ratio group","example":"profitability"},"label":{"type":"string","description":"Human-readable label","example":"Gross margin"},"description":{"type":"string","description":"What the ratio measures"},"formula":{"type":"string","description":"Plain formula using canonical metric keys","example":"gross_profit / revenue"},"adsh":{"type":"string","description":"EDGAR accession number (ADSH)","example":"0000320193-26-000006"},"cik":{"type":"integer","format":"int32","description":"Central Index Key","example":320193},"ticker":{"type":"string","description":"Ticker symbol recorded on the submission","example":"AAPL"},"entityName":{"type":"string","description":"Legal entity name","example":"Apple Inc."},"sic":{"type":"integer","format":"int32","description":"SEC Standard Industrial Classification code","example":3571},"countryInc":{"type":"string","description":"Country of incorporation","example":"US"},"form":{"type":"string","description":"SEC form type","example":"10-K"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year on the submission","example":2025},"fiscalPeriod":{"type":"string","description":"Fiscal period on the submission","example":"FY"},"period":{"type":"integer","format":"int32","description":"Document period end from the submission (YYYYMMDD)","example":20250927},"filed":{"type":"integer","format":"int32","description":"SEC filing date (YYYYMMDD)","example":20251031},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2025-10-31T18:15:05"},"endDate":{"type":"integer","format":"int32","description":"Ratio period end date (YYYYMMDD)","example":20250927},"quarters":{"type":"integer","format":"int32","description":"Number of quarters represented: 0 = instant, 1 = quarter, 4 = annual","example":4},"value":{"type":"number","description":"Calculated ratio value","example":0.4635},"unit":{"type":"string","description":"Ratio unit","enum":["decimal","turns"],"example":"decimal"},"components":{"type":"array","description":"Canonical metrics used in the calculation","items":{"$ref":"#/components/schemas/FinancialRatioComponentDTO"}}}},"FinancialRatioRankingFilterDTO":{"type":"object","description":"Filters used to build a calculated financial ratio ranking response","properties":{"ratio":{"type":"string","description":"Ratio identifier","example":"gross_margin"},"group":{"type":"string","description":"Ratio group queried","enum":["liquidity","leverage","profitability","efficiency","all"],"example":"profitability"},"startDate":{"type":"string","format":"date","description":"Include periods ending on or after this date","example":"2020-01-01"},"endDate":{"type":"string","format":"date","description":"Include periods ending on or before this date","example":"2025-12-31"},"qtrs":{"type":"integer","format":"int32","description":"Quarter span used for comparison: 0 = instant, 1 = quarter, 4 = annual","example":4},"limit":{"type":"integer","format":"int32","description":"Maximum companies returned","example":10}}},"FinancialRatioRankingResponse":{"type":"object","description":"Companies ranked by a calculated financial ratio","properties":{"filters":{"$ref":"#/components/schemas/FinancialRatioRankingFilterDTO","description":"Filters used for the query"},"companies":{"type":"array","description":"Companies ranked by calculated ratio value","items":{"$ref":"#/components/schemas/FinancialRatioRankingCompanyDTO"}}}},"FinancialMetricSeriesDTO":{"type":"object","description":"One financial metric time series","properties":{"symbol":{"type":"string","description":"Requested canonical metric or SEC tag local name","example":"revenue"},"source":{"type":"string","description":"Metric source","enum":["canonical","raw"],"example":"canonical"},"version":{"type":"string","description":"Taxonomy version for raw SEC tags","example":"us-gaap/2024"},"quarters":{"type":"integer","format":"int32","description":"Number of quarters represented by this series: 0 = instant, 1 = quarter, 4 = annual","example":4},"label":{"type":"string","description":"Human-readable label when available","example":"Revenue"},"points":{"type":"array","description":"Chronological metric points","items":{"$ref":"#/components/schemas/FinancialMetricSeriesPointDTO"}}}},"FinancialMetricSeriesFilterDTO":{"type":"object","description":"Filters used to build a financial metric time series response","properties":{"symbols":{"type":"array","description":"Requested canonical metric storage keys and/or raw SEC tag local names","example":["revenue","net_income_loss"],"items":{"type":"string"}},"source":{"type":"string","description":"Metric source queried","enum":["canonical","raw","all"],"example":"canonical"},"version":{"type":"string","description":"Optional taxonomy version filter for raw SEC tags","example":"us-gaap/2024"},"startDate":{"type":"string","format":"date","description":"Include periods ending on or after this date","example":"2020-01-01"},"endDate":{"type":"string","format":"date","description":"Include periods ending on or before this date","example":"2025-12-31"},"qtrs":{"type":"integer","format":"int32","description":"Optional quarter span filter: 0 = instant, 1 = quarter, 4 = annual","example":4},"limit":{"type":"integer","format":"int32","description":"Maximum points returned per metric series","example":40}}},"FinancialMetricSeriesPointDTO":{"type":"object","description":"One period in a financial metric time series","properties":{"adsh":{"type":"string","description":"EDGAR accession number (ADSH)","example":"0000320193-26-000006"},"cik":{"type":"integer","format":"int32","description":"Central Index Key","example":320193},"ticker":{"type":"string","description":"Ticker symbol recorded on the submission","example":"AAPL"},"entityName":{"type":"string","description":"Legal entity name","example":"Apple Inc."},"form":{"type":"string","description":"SEC form type","example":"10-Q"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year on the submission","example":2025},"fiscalPeriod":{"type":"string","description":"Fiscal period on the submission","example":"Q2"},"period":{"type":"integer","format":"int32","description":"Document period end from the submission (YYYYMMDD)","example":20250628},"filed":{"type":"integer","format":"int32","description":"SEC filing date (YYYYMMDD)","example":20250801},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2025-08-01T18:15:05"},"endDate":{"type":"integer","format":"int32","description":"Metric period end date (YYYYMMDD)","example":20250628},"quarters":{"type":"integer","format":"int32","description":"Number of quarters represented: 0 = instant, 1 = quarter, 4 = annual","example":1},"unit":{"type":"string","description":"Unit of measure","example":"USD"},"value":{"type":"number","description":"Numeric metric value","example":81434000000},"tag":{"type":"string","description":"SEC tag local name for raw facts, or source tag for canonical metrics","example":"Revenues"},"version":{"type":"string","description":"Source taxonomy version","example":"us-gaap/2024"},"label":{"type":"string","description":"Raw SEC tag label","example":"Revenue"},"custom":{"type":"integer","format":"int32","description":"Issuer-defined custom tag flag (0/1)","example":0},"datatype":{"type":"string","description":"XBRL datatype","example":"monetary"},"segments":{"type":"string","description":"Segment key when dimensional"},"coreg":{"type":"string","description":"Co-registrant key when present"},"strategy":{"type":"string","description":"Canonical mapping strategy","example":"priority"},"ruleId":{"type":"string","description":"Canonical mapping rule identifier","example":"rev.priority.2"},"confidence":{"type":"number","description":"Canonical mapping confidence","example":0.95}}},"FinancialMetricSeriesResponse":{"type":"object","description":"Financial metric time series grouped by requested symbol","properties":{"issuer":{"$ref":"#/components/schemas/CompanyIssuerDTO","description":"Issuer matched by CIK or ticker"},"filters":{"$ref":"#/components/schemas/FinancialMetricSeriesFilterDTO","description":"Filters used for the query"},"series":{"type":"array","description":"One time series per source/symbol/version","items":{"$ref":"#/components/schemas/FinancialMetricSeriesDTO"}}}},"FinancialMetricRankingCompanyDTO":{"type":"object","description":"One company ranked by a canonical financial metric","properties":{"rank":{"type":"integer","format":"int32","description":"One-based rank after sorting by value descending","example":1},"metric":{"type":"string","description":"Canonical metric storage key","example":"revenue"},"label":{"type":"string","description":"Human-readable canonical metric label when available","example":"Revenue"},"adsh":{"type":"string","description":"EDGAR accession number (ADSH)","example":"0000320193-26-000006"},"cik":{"type":"integer","format":"int32","description":"Central Index Key","example":320193},"ticker":{"type":"string","description":"Ticker symbol recorded on the submission","example":"AAPL"},"entityName":{"type":"string","description":"Legal entity name","example":"Apple Inc."},"sic":{"type":"integer","format":"int32","description":"SEC Standard Industrial Classification code","example":3571},"countryInc":{"type":"string","description":"Country of incorporation","example":"US"},"form":{"type":"string","description":"SEC form type","example":"10-K"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year on the submission","example":2025},"fiscalPeriod":{"type":"string","description":"Fiscal period on the submission","example":"FY"},"period":{"type":"integer","format":"int32","description":"Document period end from the submission (YYYYMMDD)","example":20250927},"filed":{"type":"integer","format":"int32","description":"SEC filing date (YYYYMMDD)","example":20251031},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2025-10-31T18:15:05"},"endDate":{"type":"integer","format":"int32","description":"Metric period end date (YYYYMMDD)","example":20250927},"quarters":{"type":"integer","format":"int32","description":"Number of quarters represented: 0 = instant, 1 = quarter, 4 = annual","example":4},"unit":{"type":"string","description":"Unit of measure","example":"USD"},"value":{"type":"number","description":"Numeric metric value","example":391035000000},"sourceTag":{"type":"string","description":"SEC tag used by the canonical mapper","example":"Revenues"},"sourceVersion":{"type":"string","description":"Source taxonomy version","example":"us-gaap/2024"},"strategy":{"type":"string","description":"Canonical mapping strategy","example":"priority"},"ruleId":{"type":"string","description":"Canonical mapping rule identifier","example":"rev.priority.2"},"confidence":{"type":"number","description":"Canonical mapping confidence","example":0.95}}},"FinancialMetricRankingFilterDTO":{"type":"object","description":"Filters used to build a financial metric ranking response","properties":{"metric":{"type":"string","description":"Canonical metric storage key","example":"revenue"},"basis":{"type":"string","description":"Ranking period basis","enum":["annual","quarterly"],"example":"annual"},"year":{"type":"integer","format":"int32","description":"Fiscal/calendar year used for the ranking. Defaults to the latest completed year.","example":2025},"quarter":{"type":"integer","format":"int32","description":"Quarter used for quarterly rankings","enum":["1","2","3","4"],"example":2},"qtrs":{"type":"integer","format":"int32","description":"Quarter span used for comparison: 0 = instant balance sheet, 1 = quarter, 4 = annual","example":4},"unit":{"type":"string","description":"Unit of measure used for ranking. Rankings are USD-only until currency conversion is available.","example":"USD"},"limit":{"type":"integer","format":"int32","description":"Maximum companies returned","example":10}}},"FinancialMetricRankingResponse":{"type":"object","description":"Companies ranked by a canonical financial metric","properties":{"filters":{"$ref":"#/components/schemas/FinancialMetricRankingFilterDTO","description":"Filters used for the query"},"companies":{"type":"array","description":"Companies ranked by metric value","items":{"$ref":"#/components/schemas/FinancialMetricRankingCompanyDTO"}}}},"FinancialXbrlDTO":{"type":"object","description":"Form-agnostic XBRL statement view assembled from SEC raw financial statement tables","properties":{"adsh":{"type":"string","description":"EDGAR accession data set header string (ADSH)","example":"0000320193-26-000006"},"companyName":{"type":"string","description":"Display name of the filing entity","example":"Apple Inc."},"formType":{"type":"string","description":"SEC form type associated with the XBRL filing","example":"10-Q"},"statements":{"type":"array","description":"Statement trees grouped by presentation role","items":{"$ref":"#/components/schemas/XbrlStatementDTO"}}}},"XbrlPeriodDTO":{"type":"object","description":"Statement column describing the reporting period for fact values","properties":{"key":{"type":"string","description":"Stable internal key used to map row values to this period","example":"2025-06-28"},"label":{"type":"string","description":"Display label for the period","example":"2025-03-30 to 2025-06-28"},"periodType":{"type":"string","description":"XBRL period type","example":"duration"},"instantDate":{"type":"string","description":"Instant date for instant contexts","example":"2025-06-28"},"startDate":{"type":"string","description":"Start date for duration contexts","example":"2025-03-30"},"endDate":{"type":"string","description":"End date for duration contexts","example":"2025-06-28"}}},"XbrlRowDTO":{"type":"object","description":"Presentation row with values keyed by period","properties":{"label":{"type":"string","description":"Preferred label shown for the concept","example":"Net sales"},"depth":{"type":"integer","format":"int32","description":"Indent depth in the presentation tree","example":1},"qname":{"type":"string","description":"QName of the concept","example":"us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax"},"values":{"type":"object","additionalProperties":{"type":"number"},"description":"Numeric fact values keyed by period key"},"abstract":{"type":"boolean","description":"Whether the row is a structural abstract node","example":false}}},"XbrlStatementDTO":{"type":"object","description":"Single XBRL presentation role with its periods and rows","properties":{"roleUri":{"type":"string","description":"Presentation role URI","example":"http://www.apple.com/role/CONSOLIDATEDBALANCESHEETS"},"roleLabel":{"type":"string","description":"Human-readable role label","example":"Consolidated Balance Sheets"},"roleDefinition":{"type":"string","description":"Role definition when available"},"periods":{"type":"array","description":"Primary reporting periods selected for the statement","items":{"$ref":"#/components/schemas/XbrlPeriodDTO"}},"rows":{"type":"array","description":"Rows ordered according to the XBRL presentation linkbase","items":{"$ref":"#/components/schemas/XbrlRowDTO"}}}},"CompanyFinancialStatementDTO":{"type":"object","description":"Presentation-ordered financial statement rows for one filing, with filing context and per-fact period metadata","properties":{"filing":{"$ref":"#/components/schemas/FilingContextDTO","description":"Filing the statement rows were taken from"},"stmt":{"type":"string","description":"Statement key (IS, BS, CF, SE, CI)","example":"IS"},"rows":{"type":"array","description":"Flat table of presentation lines joined to tag metadata and numeric facts","items":{"$ref":"#/components/schemas/StatementTableRowDTO"}}}},"FilingContextDTO":{"type":"object","description":"SEC submission header context for the statement","properties":{"adsh":{"type":"string","description":"EDGAR accession number (ADSH)","example":"0000320193-26-000006"},"cik":{"type":"integer","format":"int32","description":"Central Index Key","example":320193},"entityName":{"type":"string","description":"Legal entity name","example":"Apple Inc."},"ticker":{"type":"string","description":"Trading symbol when present on the submission row","example":"AAPL"},"form":{"type":"string","description":"SEC form type","example":"10-Q"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year on the submission","example":2025},"fiscalPeriod":{"type":"string","description":"Fiscal period on the submission (FY, Q1–Q4)","example":"Q2"},"period":{"type":"integer","format":"int32","description":"Balance sheet / document period end (SEC period, YYYYMMDD)","example":20250628},"filed":{"type":"integer","format":"int32","description":"SEC filing date (YYYYMMDD)","example":20250801},"accepted":{"type":"string","format":"date-time","description":"SEC acceptance datetime","example":"2025-08-01T18:15:05"}}},"StatementTableRowDTO":{"type":"object","description":"One presentation line with resolved numeric fact and taxonomy metadata","properties":{"report":{"type":"integer","format":"int32","description":"Presentation report number","example":1},"line":{"type":"integer","format":"int32","description":"Line order within the report","example":1},"stmt":{"type":"string","description":"Statement key on the presentation line","example":"IS"},"inpth":{"type":"integer","format":"int32","description":"Presentation tree depth","example":0},"rfile":{"type":"string","description":"Source instance / role file name","example":"aapl-20250628.htm"},"tag":{"type":"string","description":"XBRL local tag name","example":"Revenues"},"version":{"type":"string","description":"Taxonomy version","example":"us-gaap/2024"},"plabel":{"type":"string","description":"Preferred label on the statement","example":"Net sales"},"negating":{"type":"integer","format":"int32","description":"Negating flag from presentation (0/1)","example":0},"valueContext":{"$ref":"#/components/schemas/StatementValueContextDTO","description":"Resolved numeric fact and period context for this line"},"custom":{"type":"integer","format":"int32","description":"Issuer-defined custom tag flag (0/1)","example":0},"datatype":{"type":"string","description":"XBRL datatype","example":"monetary"},"iord":{"type":"string","description":"Income statement ordering hint","example":"D"},"crdr":{"type":"string","description":"Debit/credit balance type","example":"D"},"tlabel":{"type":"string","description":"Standard taxonomy label","example":"Revenues"},"doc":{"type":"string","description":"Taxonomy documentation","example":"The amount of revenue recognized from contracts with customers."},"abstract":{"type":"boolean","description":"Whether the taxonomy concept is abstract","example":false}}},"StatementValueContextDTO":{"type":"object","description":"SEC numeric fact period context (ddate / qtrs / unit), attached to the statement line value","properties":{"ddate":{"type":"integer","format":"int32","description":"Data date (balance sheet instant or period end), YYYYMMDD","example":20250628},"qtrs":{"type":"integer","format":"int32","description":"Number of quarters represented (0 = point in time, 1 = quarter, 4 = annual)","example":1},"uom":{"type":"string","description":"Unit of measure","example":"USD"},"segments":{"type":"string","description":"Segment key when dimensional (empty in this view)"},"coreg":{"type":"string","description":"Co-registrant key when present"},"value":{"type":"number","description":"Numeric fact value","example":81434000000},"footnote":{"type":"string","description":"Footnote reference text when present"},"periodLabel":{"type":"string","description":"Human-readable period label derived from ddate and qtrs","example":"quarter ended 2025-06-28"}}},"CanonicalIncomeStatementDTO":{"type":"object","description":"Key income-statement figures for one filing and reporting window, in plain language","properties":{"filing":{"$ref":"#/components/schemas/FilingContextDTO","description":"Filing these numbers came from"},"statement":{"type":"string","description":"Which statement this is","example":"income"},"endDate":{"type":"integer","format":"int32","description":"Last day of the reporting window (YYYYMMDD)","example":20240928},"quarters":{"type":"integer","format":"int32","description":"How many fiscal quarters the figures span (1 = one quarter, 4 = full year)","example":4},"metrics":{"type":"object","additionalProperties":{"$ref":"#/components/schemas/IncomeStatementLineDTO"},"description":"Line items keyed by short JSON names. Example keys: revenue, grossProfit, netIncome. Missing lines are present with null values.","example":{"revenue":{"label":"Revenue","value":391035000000,"currency":"USD","endDate":20240928,"quarters":4,"fiscalYear":2024,"fiscalPeriod":"FY"},"grossProfit":{"label":"Gross profit","value":180683000000,"currency":"USD","endDate":20240928,"quarters":4,"fiscalYear":2024,"fiscalPeriod":"FY"},"netIncome":{"label":"Net income","value":93736000000,"currency":"USD","endDate":20240928,"quarters":4,"fiscalYear":2024,"fiscalPeriod":"FY"}}}}},"IncomeStatementLineDTO":{"type":"object","description":"One headline figure with a short label for UI","properties":{"label":{"type":"string","description":"Human-readable line title","example":"Revenue"},"value":{"type":"number","description":"Reported amount","example":391035000000},"currency":{"type":"string","description":"Currency the amount is in","example":"USD"},"endDate":{"type":"integer","format":"int32","description":"Last day of the reporting window for this figure (YYYYMMDD)","example":20240928},"quarters":{"type":"integer","format":"int32","description":"How many fiscal quarters this figure spans","example":4},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year this row is tied to","example":2024},"fiscalPeriod":{"type":"string","description":"Fiscal period label (FY, Q1, …)","example":"FY"}}},"ConceptDTO":{"type":"object","description":"Single XBRL concept / tag row from pipelines_sec.sec_financial_statement_tag","properties":{"tag":{"type":"string","description":"XBRL tag local name","example":"Revenues"},"version":{"type":"string","description":"Taxonomy version","example":"us-gaap/2024"},"custom":{"type":"boolean","description":"Whether the tag is a registrant-defined (custom) extension","example":false},"abstract":{"type":"boolean","description":"Whether the taxonomy concept is abstract","example":false},"datatype":{"type":"string","description":"XBRL datatype","example":"monetaryItemType"},"iord":{"type":"string","description":"Instant/duration period type (I or D)","example":"D"},"crdr":{"type":"string","description":"Debit/credit balance type (C or D)","example":"C"},"tlabel":{"type":"string","description":"Standard taxonomy label","example":"Revenues"},"doc":{"type":"string","description":"Taxonomy documentation","example":"The amount of revenue recognized from goods sold, services rendered..."}}},"ConceptsFilterDTO":{"type":"object","description":"Normalized filters applied to the concepts search query","properties":{"q":{"type":"string","description":"Free-text query on tag, label or documentation","example":"revenue"},"version":{"type":"string","description":"Taxonomy version substring filter","example":"us-gaap/2024"},"custom":{"type":"boolean","description":"When set, restricts to custom (true) or standard (false) tags","example":false}}},"ConceptsListResponse":{"type":"object","description":"Paginated XBRL concepts search response","properties":{"data":{"type":"array","description":"Concepts returned for the current page","items":{"$ref":"#/components/schemas/ConceptDTO"}},"pagination":{"$ref":"#/components/schemas/ConceptsPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/ConceptsFilterDTO","description":"Normalized filters that were applied to the query"}}},"ConceptsPagination":{"type":"object","description":"Pagination metadata for concept search results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":50},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"CompaniesPagination":{"type":"object","description":"Pagination metadata for company search results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":25},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"CompaniesSearchFilterDTO":{"type":"object","description":"Normalized filters applied to the company financials lookup","properties":{"ticker":{"type":"string","description":"Exact ticker symbol (case-insensitive)","example":"AAPL"},"cik":{"type":"string","description":"Zero-padded 10-digit CIK filter (takes precedence over ticker)","example":"0000320193"}}},"CompaniesSearchResponse":{"type":"object","description":"A single issuer's most recent processed XBRL financial submissions, paginated","properties":{"issuer":{"$ref":"#/components/schemas/CompanyIssuerDTO","description":"Issuer identity taken from the most recent matching filing (null when no filings exist for the lookup)"},"filings":{"type":"array","description":"Latest financial submissions for the issuer, ordered by `accepted` descending","items":{"$ref":"#/components/schemas/CompanyFilingSubmissionDTO"}},"pagination":{"$ref":"#/components/schemas/CompaniesPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/CompaniesSearchFilterDTO","description":"Normalized filters that were applied to the query"}}},"CompanyFilingSubmissionDTO":{"type":"object","description":"Single processed 10-K/10-Q financial submission row from pipelines_sec.sec_financial_statement_sub","properties":{"accessionNumber":{"type":"string","description":"SEC accession number (dashed canonical form)","example":"0000320193-26-000006"},"form":{"type":"string","description":"SEC form type","enum":["10-K","10-Q","10-K/A","10-Q/A"],"example":"10-Q"},"fiscalYear":{"type":"integer","format":"int32","description":"Fiscal year","example":2026},"fiscalPeriod":{"type":"string","description":"Fiscal period label","enum":["FY","Q1","Q2","Q3"],"example":"Q1"},"periodEnd":{"type":"string","format":"date","description":"Fiscal period end date (from SEC `period` column)","example":"2025-12-28"},"filed":{"type":"string","format":"date","description":"Filing date (from SEC `filed` column)","example":"2026-02-01"},"accepted":{"type":"string","format":"date-time","description":"Timestamp when the SEC accepted the filing","example":"2026-02-01T18:03:12"}}},"FilingDTO":{"type":"object","description":"Summary view of an SEC filing","properties":{"accessionNumber":{"type":"string","description":"SEC accession number","example":"0000320193-26-000006"},"cik":{"type":"string","description":"Central Index Key of the filing entity","example":"0000320193"},"formType":{"type":"string","description":"SEC form type","example":"10-Q"},"formTypeCategory":{"type":"string","description":"Normalized category of the SEC form type","example":"Quarterly Reports"},"ticker":{"type":"string","description":"Ticker symbol when available","example":"AAPL"},"filingDate":{"type":"string","format":"date","description":"Filing date","example":"2025-12-30"},"filingUrl":{"type":"string","description":"Public SEC URL for the filing","example":"https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/0000320193-26-000006-index.htm"},"acceptedDate":{"type":"string","format":"date-time","description":"Timestamp when the SEC accepted the filing","example":"2025-12-30T16:32:14Z"},"entityName":{"type":"string","description":"Display name of the filing entity","example":"Apple Inc."}}},"FilingsFilterDTO":{"type":"object","description":"Normalized filters applied to the filings query","properties":{"formTypes":{"type":"array","description":"List of requested SEC form types","example":["10-K","8-K"],"items":{"type":"string"}},"cik":{"type":"string","description":"Normalized company CIK filter","example":"0000320193"},"ticker":{"type":"string","description":"Normalized uppercase ticker filter","example":"AAPL"},"startDate":{"type":"string","format":"date","description":"Start of the filing date range","example":"2025-01-01"},"endDate":{"type":"string","format":"date","description":"End of the filing date range","example":"2025-12-31"}}},"FilingsListResponse":{"type":"object","description":"Paginated filings response","properties":{"data":{"type":"array","description":"Filings returned for the current page","items":{"$ref":"#/components/schemas/FilingDTO"}},"pagination":{"$ref":"#/components/schemas/FilingsPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/FilingsFilterDTO","description":"Normalized filters that were applied to the query"}}},"FilingsPagination":{"type":"object","description":"Pagination metadata for filings results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":20},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"FilingDocumentDTO":{"type":"object","description":"Document that belongs to an SEC filing","properties":{"documentType":{"type":"string","description":"SEC document type","example":"EX-101.LAB"},"filename":{"type":"string","description":"Filename published by the SEC","example":"aapl-20250927_lab.xml"},"url":{"type":"string","description":"Direct public URL to the filing document","example":"https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/aapl-20250927_lab.xml"},"description":{"type":"string","description":"Human-readable document description","example":"XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT"}}},"FilingFormTypeDTO":{"type":"object","description":"SEC form type metadata for filings filters","properties":{"formName":{"type":"string","description":"SEC form type name","example":"10-K"},"category":{"type":"string","description":"Normalized category of the form type","example":"Annual Reports"},"description":{"type":"string","description":"Human-readable description of the form type"}}},"FilingFormTypesListResponse":{"type":"object","description":"Paginated active SEC form types for filings filters","properties":{"data":{"type":"array","description":"Form types returned for the current page","items":{"$ref":"#/components/schemas/FilingFormTypeDTO"}},"pagination":{"$ref":"#/components/schemas/FilingsPagination","description":"Pagination metadata for the current result set"}}},"EntitiesFilterDTO":{"type":"object","description":"Normalized filters applied to the entities query","properties":{"cik":{"type":"string","description":"Normalized CIK filter","example":"0000320193"},"ticker":{"type":"string","description":"Normalized uppercase ticker filter","example":"AAPL"},"entityType":{"type":"string","description":"API entity class filter","example":"company"},"q":{"type":"string","description":"Name search substring","example":"Apple"}}},"EntitiesListResponse":{"type":"object","description":"Paginated SEC entities response","properties":{"data":{"type":"array","description":"Entities returned for the current page","items":{"$ref":"#/components/schemas/EntityDTO"}},"pagination":{"$ref":"#/components/schemas/EntitiesPagination","description":"Pagination metadata for the current result set"},"filters":{"$ref":"#/components/schemas/EntitiesFilterDTO","description":"Normalized filters that were applied to the query"}}},"EntitiesPagination":{"type":"object","description":"Pagination metadata for entity results","properties":{"page":{"type":"integer","format":"int32","description":"Current 1-based page number","example":1},"limit":{"type":"integer","format":"int32","description":"Maximum number of records requested per page","example":20},"hasMoreData":{"type":"boolean","description":"Whether another page of results is available","example":true}}},"EntityAddressDTO":{"type":"object","description":"SEC entity mailing or business address","properties":{"street1":{"type":"string","description":"First street line"},"street2":{"type":"string","description":"Second street line"},"city":{"type":"string","description":"City"},"stateOrCountry":{"type":"string","description":"State or country code"},"zipCode":{"type":"string","description":"Postal code"},"stateOrCountryDescription":{"type":"string","description":"State or country description"},"foreignLocation":{"type":"boolean","description":"Whether the address is marked as foreign"},"foreignStateTerritory":{"type":"string","description":"Foreign state or territory"},"country":{"type":"string","description":"Country name"},"countryCode":{"type":"string","description":"Country code"}}},"EntityDTO":{"type":"object","description":"SEC registrant identity (company, individual, fund, etc.)","properties":{"name":{"type":"string","description":"Display name","example":"Apple Inc."},"cik":{"type":"string","description":"10-digit Central Index Key","example":"0000320193"},"ticker":{"type":"string","description":"Primary trading symbol when available","example":"AAPL"},"entityType":{"type":"string","description":"High-level entity class for clients","enum":["company","individual","institution","unknown"],"example":"company"},"tickers":{"type":"array","description":"All known ticker symbols for the entity","items":{"type":"string"}},"exchanges":{"type":"array","description":"All known trading venues for the entity","items":{"type":"string"}},"sic":{"type":"string","description":"SEC Standard Industrial Classification code","example":3571},"sicDescription":{"type":"string","description":"SEC Standard Industrial Classification description","example":"ELECTRONIC COMPUTERS"},"ownerOrg":{"type":"string","description":"Owner organization reported by SEC source data"},"insiderTransactionForOwnerExists":{"type":"boolean","description":"Whether owner-side insider transactions exist for this entity"},"insiderTransactionForIssuerExists":{"type":"boolean","description":"Whether issuer-side insider transactions exist for this entity"},"ein":{"type":"string","description":"Employer Identification Number when available","example":942404110},"lei":{"type":"string","description":"Legal Entity Identifier when available"},"description":{"type":"string","description":"Long-form entity description from SEC source data"},"website":{"type":"string","description":"Primary company website"},"investorWebsite":{"type":"string","description":"Investor relations website"},"category":{"type":"string","description":"SEC filing category such as accelerated filer status"},"fiscalYearEnd":{"type":"string","description":"Fiscal year end in MMDD format","example":"0928"},"stateOfIncorporation":{"type":"string","description":"State of incorporation code","example":"CA"},"stateOfIncorporationDescription":{"type":"string","description":"State of incorporation description","example":"CALIFORNIA"},"phone":{"type":"string","description":"Primary contact phone number"},"formerNames":{"type":"array","description":"Former names reported for the entity","items":{"type":"string"}},"mailingAddress":{"$ref":"#/components/schemas/EntityAddressDTO","description":"Mailing address"},"businessAddress":{"$ref":"#/components/schemas/EntityAddressDTO","description":"Business address"}}},"EntitySicDTO":{"type":"object","description":"SEC Standard Industrial Classification (SIC) code metadata","properties":{"sicCode":{"type":"string","description":"SIC code","example":3571},"office":{"type":"string","description":"SEC office responsible for the industry group","example":"Office of Technology"},"industryTitle":{"type":"string","description":"Official industry title for the SIC code","example":"Electronic Computers"},"largeSizeTickers":{"type":"string","description":"Comma-separated tickers of large companies in this SIC (when available)","example":"AAPL,HPQ"},"sector":{"type":"string","description":"Broad sector grouping","example":"Technology"}}},"EntitySicListResponse":{"type":"object","description":"Paginated SEC SIC codes for entity filters and reference lookups","properties":{"data":{"type":"array","description":"SIC codes returned for the current page","items":{"$ref":"#/components/schemas/EntitySicDTO"}},"pagination":{"$ref":"#/components/schemas/EntitiesPagination","description":"Pagination metadata for the current result set"}}}}}}