Choose the result you need
All four routes below useGET with a required ticker query parameter, such as NVDA or AAPL. Each route link opens its free request reference and indicative price; the live payment challenge supplies the amount for your call.
For a manager’s reported portfolio, cross-issuer filing activity or beneficial-ownership filing events, use the endpoint selector in SEC methodology. These are different questions from a company’s fundamentals or its insiders’ transactions.
Prepare a request
Inspect the current input contract for your chosen route:402 challenge, not financial statements. Follow HTTP API to approve a bounded payment and send the paid request. Use API schemas and examples to inspect the route’s declared output before paying; a discovery example is not current company data.
Read the delivered data
Data endpoints return their result indata and snapshot information in meta. Keep both, together with the original request and receipt.
The equity report-card guide explains TTM reconstruction and one-time-item adjustments. For model-building, use the financial-statement cells and their provenance; generated narrative is a separate interpretation.
Freshness, amendments and coverage
SEC EDGAR is the source of record. Otto supplies parsing, validation and cached snapshots; filing dates and financial periods can be much older than the response’sgeneratedAt. Read meta for snapshot age and degradation, then inspect the dates in the filings themselves. A first request can take longer when the ticker has no recent snapshot.
- Missing financial values are
null, not zero. A fund without issuer XBRL or a non-USD-only filer can returnstatementsAvailable: falseand a reason while retaining its filing index. - Form 4 codes
PandScover purchases and sales, including private transactions. Awards, gifts and option exercises are separate codes. The filing does not establish motive. - A detected Form 4 amendment withholds the affected window; detection can lag the filing. Form 144 amendments instead withhold aggregate unit/value totals while individual notices remain visible.
- A Form 144 value is the filer’s estimate at notice time. An empty notices list can be a valid result for the disclosed lookback. Form 4 has a different availability rule; do not generalize empty-result behavior across routes.
- A capped filing window is not an exhaustive historical feed. Check coverage before comparing companies or reporting a total.
