Compliance and filings data: insider transactions, SEC reports, governance documents, and more. Critical for audit trails, due-diligence workflows, and risk-management integrations.
The EDGAR fillings endpoint provides access to a comprehensive collection of financial documents submitted to the SEC, including real-time and historical forms, filings, and exhibits. Users can retrieve detailed information about company disclosures, financial statements, and regulatory submissions, enabling them to access essential compliance and financial data directly from the SEC's EDGAR system.
Route
/edgar_filings/archiveAPI credits cost
50 per request
symbol
stringThe ticker symbol of an instrument for which data is requested
Example:
AAPL
figi
stringFilter by financial instrument global identifier (FIGI). This parameter is available on the Ultra plan (individual) and the Enterprise plan (business) and above.
Example:
BBG000B9Y5X2
isin
stringLook up an instrument by its International Securities Identification Number (ISIN). Available on all plans. Returning ISIN values in responses requires the ISIN Data add-on.
Example:
US0378331005
cusip
stringLook up an instrument by its Committee on Uniform Securities Identification Procedures (CUSIP) number. Available on all plans. Returning CUSIP values in responses requires the CUSIP Data add-on.
Example:
594918104
exchange
stringFilter by exchange name
Example:
NASDAQ
mic_code
stringFilter by market identifier code (MIC) under ISO 10383 standard
Example:
XNGS
country
stringFilter by country name or alpha code, e.g., United States or US
Example:
United States
form_type
stringFilter by form types, example 8-K, EX-1.1
Example:
8-K
filled_from
stringFilter by filled date from
Example:
2024-01-01
filled_to
stringFilter by filled date to
Example:
2024-01-01
page
integerPage number
Default:
1
page_size
integerNumber of records in response
Default:
10
Response
{
"meta": {
"symbol": "AAPL",
"exchange": "NASDAQ",
"mic_code": "XNGS",
"type": "Common Stock"
},
"values": [
{
"cik": 1711463,
"filed_at": 1726617600,
"files": [
{
"name": "primary_doc.html",
"size": 2980,
"type": "144",
"url": "https://www.sec.gov/Archives/edgar/data/1711463/000197185724000581/primary_doc.xml"
}
],
"filing_url": "https://www.sec.gov/Archives/edgar/data/1711463/0001971857-24-000581-index.htm",
"form_type": "144",
"ticker": [
"AAPL"
]
}
]
}The insider transaction endpoint provides detailed data on trades executed by company insiders, such as executives and directors. It returns information including the insider's name, their role, the transaction type, the number of shares, the transaction date, and the price per share. This endpoint is useful for tracking insider activity and understanding potential insider sentiment towards a company's stock.
Route
/insider_transactionsAPI credits cost
200 per symbol
symbol
stringThe ticker symbol of an instrument for which data is requested, e.g., AAPL, TSLA.
For preferred stocks use dot(.) delimiter.
E.g. BRK.A or BRK.B will be correct
Example:
AAPL
figi
stringFilter by financial instrument global identifier (FIGI). This parameter is available on the Ultra plan (individual) and the Enterprise plan (business) and above.
Example:
BBG000B9Y5X2
isin
stringLook up an instrument by its International Securities Identification Number (ISIN). Available on all plans. Returning ISIN values in responses requires the ISIN Data add-on.
Example:
US0378331005
cusip
stringLook up an instrument by its Committee on Uniform Securities Identification Procedures (CUSIP) number. Available on all plans. Returning CUSIP values in responses requires the CUSIP Data add-on.
Example:
594918104
exchange
stringExchange where instrument is traded, e.g., Nasdaq, NSE
Example:
NASDAQ
mic_code
stringMarket Identifier Code (MIC) under ISO 10383 standard
Example:
XNAS
country
stringCountry where instrument is traded, e.g., United States or US.
Example:
United States
Response
{
"meta": {
"symbol": "AAPL",
"name": "Apple Inc",
"currency": "USD",
"exchange": "NASDAQ",
"mic_code": "XNAS",
"exchange_timezone": "America/New_York"
},
"insider_transactions": [
{
"full_name": "ADAMS KATHERINE L",
"position": "General Counsel",
"date_reported": "2021-05-03",
"is_direct": true,
"shares": 17000,
"value": 2257631,
"description": "Sale at price 132.57 - 133.93 per share."
}
]
}The institutional holders endpoint provides detailed information on the percentage and amount of a company's stock owned by institutional investors, such as pension funds, insurance companies, and investment firms. This data is essential for understanding the influence and involvement of large entities in a company's ownership structure.
Route
/institutional_holdersAPI credits cost
1500 per symbol
symbol
stringSymbol ticker of instrument.
For preferred stocks use dot(.) delimiter.
E.g. BRK.A or BRK.B will be correct
Example:
AAPL
figi
stringFilter by financial instrument global identifier (FIGI). This parameter is available on the Ultra plan (individual) and the Enterprise plan (business) and above.
Example:
BBG000B9Y5X2
isin
stringLook up an instrument by its International Securities Identification Number (ISIN). Available on all plans. Returning ISIN values in responses requires the ISIN Data add-on.
Example:
US0378331005
cusip
stringLook up an instrument by its Committee on Uniform Securities Identification Procedures (CUSIP) number. Available on all plans. Returning CUSIP values in responses requires the CUSIP Data add-on.
Example:
594918104
exchange
stringExchange where instrument is traded
Example:
NASDAQ
mic_code
stringMarket Identifier Code (MIC) under ISO 10383 standard
Example:
XNAS
country
stringCountry where instrument is traded, e.g., United States or US
Example:
United States
Response
{
"meta": {
"symbol": "AAPL",
"name": "Apple Inc",
"currency": "USD",
"exchange": "NASDAQ",
"mic_code": "XNAS",
"exchange_timezone": "America/New_York"
},
"institutional_holders": [
{
"entity_name": "Vanguard Group Inc",
"date_reported": "2025-09-30",
"shares": 1399427162,
"value": 388536977757,
"percent_held": 0.0947
}
]
}The fund holders endpoint provides detailed information about the proportion of a company's stock that is owned by mutual fund holders. It returns data on the number of shares held, the percentage of total shares outstanding, and the names of the mutual funds involved. This endpoint is useful for users looking to understand mutual fund investment in a specific company.
Route
/fund_holdersAPI credits cost
1500 per symbol
symbol
stringSymbol ticker of instrument.
For preferred stocks use dot(.) delimiter.
E.g. BRK.A or BRK.B will be correct
Example:
AAPL
figi
stringFilter by financial instrument global identifier (FIGI). This parameter is available on the Ultra plan (individual) and the Enterprise plan (business) and above.
Example:
BBG000B9Y5X2
isin
stringLook up an instrument by its International Securities Identification Number (ISIN). Available on all plans. Returning ISIN values in responses requires the ISIN Data add-on.
Example:
US0378331005
cusip
stringLook up an instrument by its Committee on Uniform Securities Identification Procedures (CUSIP) number. Available on all plans. Returning CUSIP values in responses requires the CUSIP Data add-on.
Example:
594918104
exchange
stringExchange where instrument is traded
Example:
NASDAQ
mic_code
stringMarket Identifier Code (MIC) under ISO 10383 standard
Example:
XNAS
country
stringCountry where instrument is traded, e.g., United States or US
Example:
United States
Request example
Response
{
"meta": {
"symbol": "AAPL",
"name": "Apple Inc",
"currency": "USD",
"exchange": "NASDAQ",
"mic_code": "XNAS",
"exchange_timezone": "America/New_York"
},
"fund_holders": [
{
"entity_name": "VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund",
"date_reported": "2025-09-30",
"shares": 467135722,
"value": 129695568698,
"percent_held": 0.031600002
}
]
}The direct holders endpoint provides detailed information about the number of shares directly held by individuals or entities as recorded in a company's official share registry. This data is essential for understanding the distribution of stock ownership within a company, helping users identify major shareholders and assess shareholder concentration.
Route
/direct_holdersAPI credits cost
1500 per symbol
symbol
stringSymbol ticker of instrument.
For preferred stocks use dot(.) delimiter.
E.g. BRK.A or BRK.B will be correct
Example:
7203
figi
stringFilter by financial instrument global identifier (FIGI). This parameter is available on the Ultra plan (individual) and the Enterprise plan (business) and above.
Example:
BBG000B9Y5X2
isin
stringLook up an instrument by its International Securities Identification Number (ISIN). Available on all plans. Returning ISIN values in responses requires the ISIN Data add-on.
Example:
US0378331005
cusip
stringLook up an instrument by its Committee on Uniform Securities Identification Procedures (CUSIP) number. Available on all plans. Returning CUSIP values in responses requires the CUSIP Data add-on.
Example:
594918104
exchange
stringExchange where instrument is traded
Example:
NASDAQ
mic_code
stringMarket Identifier Code (MIC) under ISO 10383 standard
Example:
XNAS
country
stringCountry where instrument is traded, e.g., United States or US
Example:
United States
Response
{
"meta": {
"symbol": "7203",
"name": "Elm Co.",
"currency": "SAR",
"exchange": "Tadawul",
"mic_code": "XSAU",
"exchange_timezone": "Asia/Riyadh"
},
"direct_holders": [
{
"entity_name": "Public Investment Fund (Investment Company)",
"date_reported": "2025-03-13",
"shares": 53600000,
"value": 43148000000,
"percent_held": 0
}
]
}The tax information endpoint provides detailed tax-related data for a specified financial instrument, including applicable tax rates and relevant tax codes. This information is essential for users needing to understand the tax implications associated with trading or investing in specific instruments.
Route
/tax_infoAPI credits cost
50 per symbol
symbol
stringThe ticker symbol of an instrument for which data is requested, e.g., SKYQ, AIRE, ALM:BME, HSI:HKEX.
Example:
SKYQ
figi
stringThe FIGI of an instrument for which data is requested. This parameter is available on the Ultra plan (individual) and the Enterprise plan (business) and above.
Example:
BBG019XJT9D6
cusip
stringLook up an instrument by its Committee on Uniform Securities Identification Procedures (CUSIP) number. Available on all plans. Returning CUSIP values in responses requires the CUSIP Data add-on.
Example:
594918104
isin
stringLook up an instrument by its International Securities Identification Number (ISIN). Available on all plans. Returning ISIN values in responses requires the ISIN Data add-on.
Example:
US5949181045
exchange
stringThe exchange name where the instrument is traded, e.g., Nasdaq, Euronext
Example:
Nasdaq
mic_code
stringThe Market Identifier Code (MIC) of the exchange where the instrument is traded, e.g., XNAS, XLON
Example:
XNAS
Request example
Response
{
"meta": {
"symbol": "SKYQ",
"name": "Sky Quarry Inc.",
"exchange": "NASDAQ",
"mic_code": "XNCM",
"country": "United States"
},
"data": {
"tax_indicator": "us_1446f"
},
"status": "ok"
}The sanctions entities endpoint provides a comprehensive list of entities sanctioned by a specified authority, such as OFAC, UK, EU, or AU. Users can retrieve detailed information about individuals, organizations, and other entities subject to sanctions from the chosen source, facilitating compliance and risk management processes.
Route
/sanctions/{source}API credits cost
50 per request
✱ source
stringSanctions source
Supports: ofac, uk, eu, au
Example:
ofac
Request example
Response
{
"sanctions": [
{
"symbol": "LOKESHMACH",
"name": "Lokesh Machines Ltd.",
"mic_code": "NSE",
"country": "India",
"sanction": {
"source": "ofac",
"program": "RUSSIA-EO14024",
"notes": "Block",
"lists": [
{
"name": "SDN List",
"published_at": "2024-10-30"
}
]
}
}
],
"count": 143,
"status": "ok"
}