Edgar & Edgarette: SEC Filing Boards

The 26 tools it listed

"Read only" and "Changes data" are the server's own marks. Underlined parameters are required.

1. get_agentic_commerceRead only

   Agentic Commerce Watch: filers whose AI agents buy for customers

   Answers: Which public companies say AI agents are shopping, buying, paying or procuring for their customers or for them? The reply opens with a one-line answer and its date. Agentic Commerce Watch. SEC filings · AI agents that shop, buy, order, pay, procure or transact on someone’s behalf · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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2. get_agreementsRead only

   Material Agreements: 8-K Item 1.01

   Answers: Which public companies signed a material agreement this week? The reply opens with a one-line answer and its date. Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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3. get_ai_leadersRead only

   AI Leaders: 12 companies from their own annual reports

   AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.

4. get_annual_meetingsRead only

   Annual Meetings: DEF 14A proxy statements

   Answers: Which public companies filed an annual meeting proxy this week? The reply opens with a one-line answer and its date. Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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5. get_auditor_watchRead only

   Auditor Watch: 8-K 4.01 and 4.02 auditor changes and non-reliance

   Answers: Which public companies changed auditors, or said past financials cannot be relied on, this week? The reply opens with a one-line answer and its date. Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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6. get_board_testRead only

   Board test: the boards' own calls, locked and scored

   The boards’ own calls, locked at the 6 Oct 2026 close with a SHA-256 receipt and scored against what happened: places for cash for 1, 3 and 6 months (paid what it said, no loss), cash cows and cash machines (beat the S&P 500 fund on total return, same dates), and Edgarette’s 12-month expected-return calls (landed inside her 80% range). A test of the boards, not advice.

7. get_brand_recordRead only

   Brand record: every name a filer has used with the SEC

   Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.

   company

8. get_breachesRead only

   Breach Clock: SEC 8-K Item 1.05 cybersecurity incidents

   Answers: Which public companies have disclosed a cybersecurity incident to the SEC? The reply opens with a one-line answer and its date. Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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9. get_cash_leadersRead only

   Cash leaders: top 20 by cash returned to owners

   This week’s cash leaders from audited SEC filings: the top 20 US companies ($2B+) by cash returned to owners (dividends + net buybacks ÷ market value), by operating cash earned ÷ market value, and by expected return among steady earners (income yield + Edgarette’s 80% revenue range). Also short-term places (Treasury-bill, floating-rate and ultra-short funds from their N-PORT filings: monthly returns, worst month, holdings mix) and monthly dividend payers (10-K verified, with yield, coverage, leverage, book value change, dividend cuts and warning signs). Every company passes a soundness screen first: no warning filing in 12 months, assets greater than liabilities, 4+ audited years. Ranked screens, not recommendations; prices are the latest quarter-end 13F prices.

10. get_charter_amendmentsRead only

    Charter Amendments: 8-K Item 5.03 renames, bylaws, fiscal year

    Answers: Which public companies changed their name, charter or bylaws this week? The reply opens with a one-line answer and its date. Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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11. get_cmo_movesRead only

    Officer Moves: 8-K Item 5.02 departures and appointments

    Answers: Which public companies changed a top officer this week? The reply opens with a one-line answer and its date. Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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12. get_company_performanceRead only

    Company card: an actuarial reading of any SEC filer

    Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

    company price

13. get_continuation_fundsRead only

    Continuation funds: every Form D naming one

    Answers: who is raising private-equity continuation funds? Every Form D / D/A in the last 12 months that names a continuation fund or vehicle, one row per fund (latest filing), with the amounts the fund itself reported: total offering, amount sold so far, first-sale date, state, and a link to the filing. Shows who is raising, not the size of the secondary market. Free, CC BY 4.0.

14. get_cyber_disclosuresRead only

    Cyber Disclosures: 8-K 8.01 and 7.01 voluntary cyber disclosures

    Answers: Which public companies disclosed a cybersecurity incident voluntarily, without declaring it material? The reply opens with a one-line answer and its date. Cyber Disclosures. SEC 8-K Items 8.01 and 7.01 · cybersecurity incidents disclosed voluntarily · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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15. get_energy_leadersRead only

    Renewable and Geothermal Energy Leaders

    Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.

16. get_etf_healthRead only

    ETF look-through: holdings matched to SEC filers

    Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. For stock funds: a fund under half in common stock (bond, cash or fund-of-funds) returns coverage.covered = false and no boat. Display only, not a rating. Free, CC BY 4.0.

    ticker

17. get_etf_leagueRead only

    ETF league: major US ETFs by fewest warning signs

    Answers: which major US ETFs carry the fewest warning signs right now? SPY, QQQ, DIA, IWM and the 11 sector funds, each read through its latest SEC N-PORT holdings: boat (number of warning signs, each named), share of the fund in companies with warning filings, top-10 weight, effective holdings, largest sector and share checked. Ordered fewest signs first. No combined grade; display only, not a rating. Free, CC BY 4.0.

18. get_ipo_watchRead only

    IPO Watch: Form S-1 registrations

    Answers: Which companies filed to go public this week? The reply opens with a one-line answer and its date. IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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19. get_mergersRead only

    Identity Mergers: 8-K 2.01 and 5.01 completed acquisitions

    Answers: Which public companies completed an acquisition or changed control this week? The reply opens with a one-line answer and its date. Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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20. get_portfolio_healthRead only

    Portfolio read: a 13F filer or pasted holdings through SEC filings

    Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.

    cik holdings

21. get_reinsurer_strengthRead only

    Reinsurer strength from five years of Schedule VI

    Reinsurer strength from SEC filings, for placing reinsurance: capital and growth, premiums and reserves to capital, five years of reserve development (Schedule VI: strengthened or released, % of opening reserves), accident-year loss ratio, return on capital, debt, investments to net reserves, warning filings, and a boat (count of six published warning signs). Property & casualty reinsurers plus RGA (life). A description from filings, not a rating; ratings and regulatory capital are not SEC data.

22. get_restructuringRead only

    Restructuring: 8-K Item 2.05 exit and disposal costs

    Answers: Which public companies reported restructuring costs this week? The reply opens with a one-line answer and its date. Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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23. get_subsea_dataRead only

    Subsea Data Watch: undersea cables and data-centre infrastructure filings

    Answers: Which public companies are filing about undersea cables, cable landings, offshore wind for data centres or ocean cooling? The reply opens with a one-line answer and its date. Subsea Data Watch. SEC filings · undersea cables, cable landings, offshore wind for data centres, ocean cooling · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

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24. get_sweep_recordRead only

    Sweep record: money-market and short-term funds, month by month

    Kept its word: whether each place an actuary might sweep cash into did what it said, month by month, from SEC filings. Money-market funds (N-MFP3: SEC Rule 2a-7 liquidity and $1 price held every business day, 7-day yield), short-term Treasury and bond funds (N-PORT: months without a loss, worst month, compounded return), and monthly dividend payers (10-K: years the dividend held, yield, boat signs). Give a ticker for one record, or none for all. Facts from filings, not advice.

    ticker

25. price_programRead only

    Price the program a filing calls for, from the POPS4 catalog

    Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.

    board attendees tier

26. watch_companyRead only

    Watch a company: SEC feed links, nothing stored

    Follow a company's SEC filings: returns feed links to read whenever needed — the SEC's own Atom feed of every filing, plus Edgar & Edgarette's card and its JSON. Argument: company (name, ticker) or cik. No email is sent and nothing is stored.

    company cik