openapi: 3.1.0 info: title: Belfort Data API version: 1.0.0-pilot description: "Company financial data extracted only from SEC filings, with a source filing on every figure. Source: U.S. Securities and Exchange Commission. Not affiliated with or endorsed by the SEC. Values are as filed. A blank in a filing is null, never zero. What the data sets behind statements leave out is listed in docs/known-limits.md. A metric figure can change or disappear when a later filing arrives, and figures aren't versioned: this is the current reading, with no way to ask for an earlier one. See docs/known-limits.md." servers: - url: https://belfort-data-api.vercel.app description: Belfort Data API (pilot) security: - ApiKey: [] paths: /v1/status: get: operationId: getStatus summary: Data age for each kind of data. Needs no key. security: [] responses: "200": description: Current snapshots and their age. content: application/json: schema: $ref: "#/components/schemas/StatusResponse" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}: get: operationId: getCompany summary: One company by ticker or CIK. parameters: - $ref: "#/components/parameters/CompanyId" responses: "200": description: The company. content: application/json: schema: $ref: "#/components/schemas/CompanyResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/metrics: get: operationId: getCompanyMetrics summary: Key metrics, newest period first. Unknown query parameters get 400. parameters: - $ref: "#/components/parameters/CompanyId" - name: metric in: query required: false schema: $ref: "#/components/schemas/MetricKey" - name: frequency in: query required: false schema: $ref: "#/components/schemas/Frequency" responses: "200": description: Metric points. content: application/json: schema: $ref: "#/components/schemas/MetricsResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/statements: get: operationId: getCompanyStatements summary: Statements as filed, one document per filing and statement, newest filing first. Unknown query parameters get 400. parameters: - $ref: "#/components/parameters/CompanyId" - name: statement in: query required: false schema: $ref: "#/components/schemas/StatementKind" - name: form in: query required: false description: Filing form, such as 10-K or 10-Q. schema: type: string - name: limit in: query required: false description: Documents per page. schema: type: integer minimum: 1 maximum: 20 default: 4 - name: cursor in: query required: false description: The `next_cursor` of the previous page. schema: type: string responses: "200": description: One page of statement documents. content: application/json: schema: $ref: "#/components/schemas/StatementsResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/ownership: get: operationId: getCompanyOwnership summary: Schedule 13D/13G reporting-owner records for this issuer, newest filing first. Structured XML filings from 2024-12-18 only. Unknown query parameters get 400. parameters: - $ref: "#/components/parameters/CompanyId" - name: form in: query required: false description: Filing form, such as SCHEDULE 13G or SCHEDULE 13D/A. schema: type: string - name: limit in: query required: false description: Records per page. schema: type: integer minimum: 1 maximum: 100 default: 20 responses: "200": description: Ownership records for the issuer. content: application/json: schema: $ref: "#/components/schemas/OwnershipResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/insider-trades: get: operationId: getCompanyInsiderTrades summary: Form 3/4/5 insider transactions for an issuer, newest first. Blank price is null. parameters: - $ref: "#/components/parameters/CompanyId" - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 50 default: 20 - name: cursor in: query required: false schema: type: string responses: "200": description: One page of insider transaction documents. content: application/json: schema: $ref: "#/components/schemas/DocumentPageResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/form13f: get: operationId: getCompanyForm13f summary: Form 13F holdings for a manager CIK. value_unit is thousands_usd or usd; ticker is null. parameters: - $ref: "#/components/parameters/CompanyId" - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 50 default: 20 - name: cursor in: query required: false schema: type: string responses: "200": description: One page of 13F holding documents. content: application/json: schema: $ref: "#/components/schemas/DocumentPageResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/filings: get: operationId: getCompanyFilings summary: Filings list from SEC submissions, newest first. parameters: - $ref: "#/components/parameters/CompanyId" - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 50 default: 20 - name: cursor in: query required: false schema: type: string responses: "200": description: One page of filing list documents. content: application/json: schema: $ref: "#/components/schemas/DocumentPageResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/earnings-releases: get: operationId: listCompanyEarningsReleases summary: 8-K Item 2.02 press-release exhibits, newest filed first. List items omit text (a document page). Optional from/to filter on filed date. parameters: - $ref: "#/components/parameters/CompanyId" - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 100 default: 20 - name: cursor in: query required: false schema: type: string - name: from in: query required: false description: Inclusive lower bound on filed (YYYY-MM-DD). schema: type: string format: date - name: to in: query required: false description: Inclusive upper bound on filed (YYYY-MM-DD). schema: type: string format: date responses: "200": description: One page of earnings release summaries (no text). content: application/json: schema: $ref: "#/components/schemas/EarningsReleasePageResponse" examples: page: value: data: - accession: 0000320193-25-000001 filed: 2025-01-31 period: 2024-12-28 title: Apple Reports First Quarter Results title_source: llm_verified exhibit_type: EX-99.1 exhibit_description: EX-99.1 items: - "2.02" - "9.01" exhibit_url: https://www.sec.gov/Archives/edgar/data/320193/000032019325000001/ex991.htm filing_url: https://www.sec.gov/Archives/edgar/data/320193/000032019325000001/0000320193-25-000001-index.htm meta: snapshot_id: earn-1 as_of: 2026-11-06T05:08:32Z next_cursor: null "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/earnings-releases/{accession}: get: operationId: getCompanyEarningsRelease summary: One earnings release with its plain-text exhibit body. parameters: - $ref: "#/components/parameters/CompanyId" - name: accession in: path required: true schema: type: string pattern: ^\d{10}-\d{2}-\d{6}$ responses: "200": description: One earnings release including text. content: application/json: schema: $ref: "#/components/schemas/EarningsReleaseResponse" examples: release: value: data: accession: 0000320193-25-000001 filed: 2025-01-31 period: 2024-12-28 title: Apple Reports First Quarter Results title_source: llm_verified exhibit_type: EX-99.1 exhibit_description: EX-99.1 items: - "2.02" - "9.01" exhibit_url: https://www.sec.gov/Archives/edgar/data/320193/000032019325000001/ex991.htm filing_url: https://www.sec.gov/Archives/edgar/data/320193/000032019325000001/0000320193-25-000001-index.htm text: Apple Reports First Quarter Results\n\nCupertino — … meta: snapshot_id: earn-1 as_of: 2026-11-06T05:08:32Z next_cursor: null "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/financials: get: operationId: getCompanyFinancials summary: Normalized core financials from printed statement lines, newest period first. Only fields that passed the publish bar are served. Unknown query parameters get 400. parameters: - $ref: "#/components/parameters/CompanyId" - name: field in: query required: false description: "Served today (25): revenue, gross_profit, operating_income, sga, research_development, pretax_income, income_tax, net_income, basic_eps, diluted_eps, weighted_diluted_shares, cash_and_equivalents, receivables, current_assets, ppe_net, intangibles, total_assets, accounts_payable, current_liabilities, total_liabilities, retained_earnings, total_equity, operating_cash_flow, investing_cash_flow and financing_cash_flow. Any other NormalizedField value returns 400." schema: $ref: "#/components/schemas/NormalizedField" - name: period in: query required: false description: annual keeps quarters 4 (flows) and balances (quarters 0) dated on a fiscal year end, meaning the company has a quarters-4 figure ending that day; quarterly keeps quarters 1 and every balance. schema: $ref: "#/components/schemas/Frequency" - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 100 default: 40 - name: cursor in: query required: false schema: type: string responses: "200": description: One page of normalized facts. content: application/json: schema: $ref: "#/components/schemas/FinancialsResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/segments: get: operationId: getCompanySegments summary: Single-axis product, geographic and business-segment revenue figures from SEC Financial Statement Data Sets (including rows folded from ConsolidationItems=OperatingSegments). Multi-axis cross-tabs and sign-sensitive expense lines are not served. Newest filing first. parameters: - $ref: "#/components/parameters/CompanyId" - name: axis in: query required: false schema: type: string enum: - ProductOrService - ProductsAndServices - Producttype - BusinessLine - Geographical - GeographicalAreas - GeographicDistribution - BusinessSegments - Segments - Subsegments - name: period_end in: query required: false description: Filing period end (YYYY-MM-DD), matching the document's period field. schema: type: string format: date - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 50 default: 20 - name: cursor in: query required: false schema: type: string responses: "200": description: One page of segment documents. Every figure carries its source accession. content: application/json: schema: $ref: "#/components/schemas/DocumentPageResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/companies/{id}/holders: get: operationId: getCompanyHolders summary: Form 13F holders of an issuer for one report period (newest when period is omitted). Top 25 by value_usd by default; page the full list with limit and cursor. About 35% of 13F rows cannot be linked to a company with two pieces of evidence and are left out. parameters: - $ref: "#/components/parameters/CompanyId" - name: period in: query required: false description: Report period end (YYYY-MM-DD). Defaults to the newest period on file. schema: type: string format: date - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 100 default: 25 - name: cursor in: query required: false schema: type: string responses: "200": description: One page of holder rows. Every row carries its source accession. content: application/json: schema: $ref: "#/components/schemas/DocumentPageResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" /v1/macro/{series}: get: operationId: getMacroSeries summary: One official macro series document. Series included only when the source's own terms clearly allow resale. Unknown query parameters get 400. parameters: - name: series in: path required: true schema: type: string enum: - cpi_u_all_items_sa - unemployment_rate_sa responses: "200": description: The series document. content: application/json: schema: $ref: "#/components/schemas/MacroResponse" "400": $ref: "#/components/responses/BadRequest" "401": $ref: "#/components/responses/Unauthorized" "404": $ref: "#/components/responses/NotFound" "429": $ref: "#/components/responses/RateLimited" "500": $ref: "#/components/responses/Internal" "503": $ref: "#/components/responses/Unavailable" components: securitySchemes: ApiKey: type: apiKey in: header name: X-API-Key parameters: CompanyId: name: id in: path required: true description: A ticker in any case (`BRK.B` and `BRK-B` reach the same company) or a CIK with or without leading zeros. schema: type: string responses: BadRequest: description: The request is malformed or has an unknown query parameter. content: application/json: schema: $ref: "#/components/schemas/Error" Unauthorized: description: The key is missing, unknown or revoked. content: application/json: schema: $ref: "#/components/schemas/Error" NotFound: description: No company matches this ticker or CIK. content: application/json: schema: $ref: "#/components/schemas/Error" RateLimited: description: The key is over its per-minute limit. headers: Retry-After: description: Seconds to wait before trying again. schema: type: integer content: application/json: schema: $ref: "#/components/schemas/Error" Internal: description: Something failed on our side. content: application/json: schema: $ref: "#/components/schemas/Error" Unavailable: description: The database can't be reached, or no data is loaded yet for this route. The code is `internal`. Try again after the wait given in Retry-After. headers: Retry-After: description: Seconds to wait before trying again. schema: type: integer content: application/json: schema: $ref: "#/components/schemas/Error" schemas: Error: type: object additionalProperties: false required: - error properties: error: type: object additionalProperties: false required: - code - message properties: code: type: string enum: - unauthorized - not_found - bad_request - rate_limited - internal message: type: string Meta: type: object additionalProperties: false required: - snapshot_id - as_of - next_cursor properties: snapshot_id: type: - string - "null" description: The snapshot served. Null only on /v1/status. as_of: type: - string - "null" format: date-time description: When the source data was published. Null only on /v1/status with nothing loaded. next_cursor: type: - string - "null" description: Pass as `cursor` for the next page. Null on the last page. MetricKey: type: string enum: - revenue - net_income - diluted_eps - operating_cash_flow - cash_and_equivalents Frequency: type: string enum: - annual - quarterly StatementKind: type: string description: Balance sheet, income, cash flow, comprehensive income. enum: - BS - IS - CF - CI Source: type: object description: The filing a figure came from. additionalProperties: false required: - accession - filing_url - form - filed properties: accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filing_url: type: string format: uri form: type: string filed: type: string format: date FirstReported: type: object description: The first filing to report this figure's exact period under this tag and unit, and the value it reported. Equal to `source` and `value` when the figure was never restated. Periodic reports rank first, the same rule `source` follows, so an 8-K or proxy counts only when no periodic report carries the period. A first report under an older tag is not traced. additionalProperties: false required: - value - accession - filed properties: value: type: number accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filed: type: string format: date Operand: type: object description: One of the two filed figures a derived quarter is computed from. The figure is minuend minus subtrahend. additionalProperties: false required: - role - accession - filing_url - form - filed - start - end - value properties: role: type: string enum: - minuend - subtrahend accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filing_url: type: string format: uri form: type: string filed: type: string format: date start: type: string format: date end: type: string format: date value: type: number Adjustment: type: object description: | Something the extractor did beyond copying one filed figure. The value depends on the kind: - `scale_corrected_from`: filings of this figure differ by a thousand or a million, and another filing's was taken. Usually the replaced figure was mis-tagged. A real 1-for-1000 split can look the same. Value is the figure replaced; `value` on the point and `source` are the sibling that was used. - `scale_dispute_resolved`: another filing states this figure at a thousand or a million times this value, and the series, the other frequency or the count of filings backs this one. Value is the other filing's figure, which can also be `first_reported`. - `negative_replaced_from`: the tag held a negative sub-line for this period, such as intersegment sales, so `value` is the listed total. Value is the figure replaced. - `negative_kept`: the figure is negative and was kept. Value is `total_over:` when the tag is the filer's total in other periods and `` is a positive part of it, or `no_listed_figure` when no listed tag has a positive figure for the period. - `source_replaced_from`: the newest filing of this period was a form that can carry another company's figures, such as an 8-K, so the figure comes from the filer's own filing of it. Value is the accession passed over. - `cash_aligned_from`: the annual and quarterly series held different figures for this balance under one tag, and this point now holds the newest figure a periodic filing's balance sheet shows for the date, named in `source`. Value is the figure replaced. - `cash_measure`: the figure includes restricted cash, because the company tags no cash and cash equivalents figure without it for this date. Value `includes_restricted`. - `balance_sheet_cash_over`: a figure that includes restricted cash was also filed for this date; the point takes the cash and cash equivalents figure the filing tags without it. Value is the tag passed over. - `zero_replaced_from`: a filed zero was replaced by a figure from another tag. Value is that tag. - `stitched_under`: this period came from an older tag, under the series' main tag. Value is the main tag. - `revenue_total_over`: the series uses a larger total over a tag that looked like a sub-line. Value is the tag passed over. Listed on every point of the series. - `fallback_measure`: the series uses a different measure, because no listed tag covers it. Value is the measure's tag. Listed on every point of the series. - `fallback_promoted_over`: the listed tags stopped being filed. Value is their last period end. Listed on every point of the series. - `ladder_stitched`: older tags filled in periods. Value is `tag:count`, comma separated. - `ambiguous_overlap`: other tags reported periods this series covers, and this series' figure was kept. Value is `tag:count`, comma separated. - `ignored_currency`: the filer also reported this tag in another unit, such as a convenience translation. Value lists the units. additionalProperties: false required: - kind - value properties: kind: type: string enum: - scale_corrected_from - scale_dispute_resolved - negative_replaced_from - negative_kept - source_replaced_from - cash_aligned_from - cash_measure - balance_sheet_cash_over - zero_replaced_from - stitched_under - revenue_total_over - fallback_measure - fallback_promoted_over - ladder_stitched - ambiguous_overlap - ignored_currency value: type: - string - number MetricPoint: type: object description: One figure. A filed figure names its filing, usually the newest within this frequency of it in `source` and the first in `first_reported`. A derived quarter has `source` and `first_reported` null and names both filings in `operands`. additionalProperties: false required: - metric - value - currency - period_end - start - frequency - fiscal_year - fiscal_quarter - concept - derived - adjustments - source - first_reported - operands properties: metric: $ref: "#/components/schemas/MetricKey" value: type: number currency: type: - string - "null" period_end: type: string format: date start: type: - string - "null" format: date description: First day of the period the figure covers. Null for a balance-sheet figure, or a filing that stated no start. On a derived quarter, the day after the subtrahend ends. frequency: $ref: "#/components/schemas/Frequency" fiscal_year: type: - integer - "null" fiscal_quarter: type: - integer - "null" minimum: 1 maximum: 4 concept: type: string description: The XBRL tag the figure was filed under. derived: type: boolean adjustments: type: array items: $ref: "#/components/schemas/Adjustment" source: oneOf: - $ref: "#/components/schemas/Source" - type: "null" first_reported: oneOf: - $ref: "#/components/schemas/FirstReported" - type: "null" operands: oneOf: - type: array minItems: 2 maxItems: 2 items: $ref: "#/components/schemas/Operand" - type: "null" if: properties: derived: const: true then: properties: source: type: "null" first_reported: type: "null" operands: type: array else: properties: source: $ref: "#/components/schemas/Source" first_reported: $ref: "#/components/schemas/FirstReported" operands: type: "null" MetricDocument: type: object description: The stored form, one per company, metric and frequency, in the `doc` column of `metric_docs.tsv.gz`. Not a response. Points are newest first. additionalProperties: false required: - metric - frequency - points properties: metric: $ref: "#/components/schemas/MetricKey" frequency: $ref: "#/components/schemas/Frequency" points: type: array items: $ref: "#/components/schemas/MetricPoint" StatementValue: type: object additionalProperties: false required: - period_end - quarters - value - display_value - unit if: properties: value: type: "null" required: - value then: properties: display_value: type: "null" properties: period_end: type: string format: date description: The SEC rounds this to the nearest month end, so Sep. 27, 2025 reads 2025-09-30 and a period ending Jan. 14, 2025 reads 2024-12-31. A metric point keeps the filed date, so the two can differ by days. quarters: type: integer minimum: 0 description: The value's duration in whole quarters, which the SEC rounds to the nearest whole number. So 3 can be eight months, and two periods that round to the same month end and quarters share one value, because the data sets keep one. 0 means under about six weeks, which is a balance or a short period. On a balance sheet it is always a balance, and on an income or comprehensive income statement always a short period. On a cash flow statement it is a balance for opening and closing cash, and a short period on a flow line, and the value does not say which. Across the pilot's documents, 4,445 of the 241,550 cash flow values with 0 are short periods. value: type: - number - "null" description: The value as tagged in the filing, with no sign change. Null when the filing left it blank, never 0. display_value: type: - number - "null" description: "The figure with the sign the filing displays: `value`, or its opposite when `negating` is true. Null when `value` is null, or when `negating` is null." unit: type: - string - "null" description: "The unit of this value, such as USD or USD/shares. It sits on the value because one tag and period can be filed in two units (Pemex: MXN and USD), and both are listed." StatementEntry: type: object description: One tag on one statement. Values sit on the tag, not on a display line, because the data sets don't say which period each line shows. A tag the filing lists twice, typically beginning and ending cash, is one entry with two labels. No claim is made about which label a value belongs to. A tag with nothing reported has empty `values`. Lines tagged with a dimension, such as Apple's Products and Services net sales or figures for variable interest entities, are left out while totals are kept, so a statement can have lines its document lacks, and a line whose figures are all dimensional has empty `values`. additionalProperties: false required: - tag - taxonomy - is_custom - labels - line_numbers - negating - values if: properties: negating: type: "null" required: - negating then: properties: values: items: properties: display_value: type: "null" properties: tag: type: string taxonomy: type: string description: The tag's taxonomy and version such as us-gaap/2024.: null is_custom: type: boolean description: True when the filer defined this tag itself. labels: type: array minItems: 1 description: "The filing's own labels for this tag, in statement order. The data sets hold ASCII only, so other characters are lost: `stockholders’` reads `stockholders`." items: type: string line_numbers: type: array minItems: 1 description: The tag's positions on the statement, in order, matching `labels`. items: type: integer negating: type: - boolean - "null" description: "True when the filing displays this tag with the opposite sign, which `display_value` applies and `value` does not. Null when the tag's lines disagree, so no single displayed sign exists: 28 of the 6,629 multi-line tags in 2026q3." values: type: array items: $ref: "#/components/schemas/StatementValue" StatementDocument: type: object description: One statement of one filing. Periodic forms only (10-K, 10-Q, 20-F, 40-F, 10-KT and their amendments). additionalProperties: false required: - accession - filing_url - statement - form - amends - fiscal_year - fiscal_period - period - filed - entries properties: accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filing_url: type: string format: uri statement: $ref: "#/components/schemas/StatementKind" form: type: string amends: type: boolean description: True when this filing is an amendment. The data sets don't name the filing it amends. fiscal_year: type: - integer - "null" fiscal_period: type: - string - "null" period: type: - string - "null" format: date description: The filing's balance-sheet date, rounded by the SEC to the nearest month end. filed: type: string format: date entries: type: array items: $ref: "#/components/schemas/StatementEntry" Company: type: object additionalProperties: false required: - cik - name - sic - country - fiscal_year_end - tickers - metrics_from - statements_from - reorganization properties: cik: type: string pattern: ^\d{10}$ name: type: string sic: type: - string - "null" country: type: - string - "null" fiscal_year_end: type: - string - "null" description: Month and day as MMDD. tickers: type: array description: "Every ticker that reaches this company. Empty for a filer with none, which still works by CIK. A ticker reaches one CIK, and may not be where the SEC's ticker file lists it: see `reorganization`." items: type: string metrics_from: type: - string - "null" format: date statements_from: type: - string - "null" format: date reorganization: oneOf: - $ref: "#/components/schemas/Reorganization" - type: "null" Reorganization: type: object description: This company is one of two CIKs of one business, after a holding company reorganization or a change of domicile, and the record is the same on both. The SEC's ticker file lists the tickers under `new_cik`, while the older statements sit under `filings_cik`. The tickers reach `filings_cik` until `new_cik` has statements of its own, then `new_cik`. Each CIK's metrics and statements come from that CIK alone and are never joined, so ask for the other CIK by number to see its figures. Until the tickers move, newer figures can sit under `new_cik`. additionalProperties: false required: - new_cik - filings_cik - tickers - evidence properties: new_cik: type: string pattern: ^\d{10}$ filings_cik: type: string pattern: ^\d{10}$ tickers: type: array minItems: 1 items: type: string evidence: type: string description: The SEC filings that show the reorganization. DataAge: type: object additionalProperties: false required: - snapshot_id - as_of - loaded_at - age_hours properties: snapshot_id: type: string as_of: type: string format: date-time loaded_at: type: string format: date-time age_hours: type: number OwnershipRecord: type: object description: One reporting owner on one Schedule 13D or 13G filing. Multiple owners on one filing are separate records; their shares must not be summed as if they were separate holdings. `shares` and `percent_of_class` are text as filed. Blank is null, never zero. Pre-2024-12-18 SC 13D/13G text filings are out of scope. additionalProperties: false required: - issuer_cik - owner_name - owner_cik - form - event_date - filed - shares - percent_of_class - amendment_number - prior_accession - accession - filing_url properties: issuer_cik: type: string pattern: ^\d{10}$ owner_name: type: - string - "null" owner_cik: type: - string - "null" pattern: ^\d{10}$ form: type: string event_date: type: - string - "null" format: date filed: type: string format: date shares: type: - string - "null" description: Aggregate amount owned as filed text.: null percent_of_class: type: - string - "null" description: Percent of class as filed text. amendment_number: type: - integer - "null" minimum: 0 prior_accession: type: - string - "null" pattern: ^\d{10}-\d{2}-\d{6}$ description: An earlier accession named by an amendment, when present. accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filing_url: type: string format: uri MacroPoint: type: object additionalProperties: false required: - date - value - unit - source_url - fetched_at - seasonal_adjustment - revision_status properties: date: type: string format: date value: type: - number - string - "null" unit: type: string source_url: type: string format: uri fetched_at: type: string format: date-time seasonal_adjustment: type: string revision_status: type: string MacroDocument: type: object additionalProperties: false required: - series - series_id - title - unit - seasonal_adjustment - revision_status - keep_vintages - source_url - fetched_at - points properties: series: type: string series_id: type: string title: type: string unit: type: string seasonal_adjustment: type: string revision_status: type: string keep_vintages: type: boolean description: False for the pilot. CPI and unemployment are revised; this build keeps the latest published reading only, not vintages. source_url: type: string format: uri fetched_at: type: string format: date-time points: type: array items: $ref: "#/components/schemas/MacroPoint" NormalizedField: type: string enum: - revenue - cost_of_revenue - gross_profit - operating_income - net_income - net_income_attributable - basic_eps - diluted_eps - weighted_diluted_shares - sga - research_development - interest_expense - income_tax - pretax_income - cash_and_equivalents - total_assets - total_liabilities - total_equity - equity_attributable - current_assets - current_liabilities - receivables - inventory - ppe_net - goodwill - intangibles - long_term_debt - short_term_debt - accounts_payable - retained_earnings - operating_cash_flow - investing_cash_flow - financing_cash_flow - capital_expenditure - depreciation_amortization - dividends_paid - share_repurchases - stock_compensation NormalizedFact: type: object additionalProperties: false required: - cik - period_end - quarters - field - value - unit - derived - source_accession - tag properties: cik: type: string pattern: ^[0-9]{10}$ period_end: type: string format: date quarters: type: integer minimum: 0 field: $ref: "#/components/schemas/NormalizedField" value: type: number unit: oneOf: - type: string - type: "null" derived: type: boolean source_accession: type: string tag: oneOf: - type: string - type: "null" Status: type: object additionalProperties: false required: - metrics - statements - ownership - macro - insider - form13f - filings - normalized - segments - holders - earnings properties: metrics: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" statements: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" ownership: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" macro: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" insider: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" form13f: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" filings: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" normalized: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" segments: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" holders: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" earnings: oneOf: - $ref: "#/components/schemas/DataAge" - type: "null" EarningsReleaseListItem: type: object additionalProperties: false required: - accession - filed - period - title - title_source - exhibit_type - exhibit_description - items - exhibit_url - filing_url properties: accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filed: oneOf: - type: string format: date - type: "null" period: oneOf: - type: string format: date - type: "null" title: oneOf: - type: string - type: "null" title_source: oneOf: - type: string - type: "null" exhibit_type: oneOf: - type: string - type: "null" exhibit_description: oneOf: - type: string - type: "null" items: type: array items: type: string exhibit_url: type: string format: uri filing_url: type: string format: uri EarningsRelease: type: object additionalProperties: false required: - accession - filed - period - title - title_source - exhibit_type - exhibit_description - items - exhibit_url - filing_url - text properties: accession: type: string pattern: ^\d{10}-\d{2}-\d{6}$ filed: oneOf: - type: string format: date - type: "null" period: oneOf: - type: string format: date - type: "null" title: oneOf: - type: string - type: "null" title_source: oneOf: - type: string - type: "null" exhibit_type: oneOf: - type: string - type: "null" exhibit_description: oneOf: - type: string - type: "null" items: type: array items: type: string exhibit_url: type: string format: uri filing_url: type: string format: uri text: oneOf: - type: string - type: "null" EarningsReleasePageResponse: type: object additionalProperties: false required: - data - meta properties: data: type: array items: $ref: "#/components/schemas/EarningsReleaseListItem" meta: $ref: "#/components/schemas/Meta" EarningsReleaseResponse: type: object additionalProperties: false required: - data - meta properties: data: $ref: "#/components/schemas/EarningsRelease" meta: $ref: "#/components/schemas/Meta" FinancialsResponse: type: object additionalProperties: false required: - data - meta properties: data: type: array items: $ref: "#/components/schemas/NormalizedFact" meta: $ref: "#/components/schemas/Meta" DocumentPageResponse: type: object additionalProperties: false required: - data - meta properties: data: type: array items: type: object meta: $ref: "#/components/schemas/Meta" StatusResponse: type: object additionalProperties: false required: - data - meta properties: data: $ref: "#/components/schemas/Status" meta: $ref: "#/components/schemas/Meta" CompanyResponse: type: object additionalProperties: false required: - data - meta properties: data: $ref: "#/components/schemas/Company" meta: $ref: "#/components/schemas/Meta" MetricsResponse: type: object additionalProperties: false required: - data - meta properties: data: type: array items: $ref: "#/components/schemas/MetricPoint" meta: $ref: "#/components/schemas/Meta" StatementsResponse: type: object additionalProperties: false required: - data - meta properties: data: type: array items: $ref: "#/components/schemas/StatementDocument" meta: $ref: "#/components/schemas/Meta" OwnershipResponse: type: object additionalProperties: false required: - data - meta properties: data: type: array items: $ref: "#/components/schemas/OwnershipRecord" meta: $ref: "#/components/schemas/Meta" MacroResponse: type: object additionalProperties: false required: - data - meta properties: data: $ref: "#/components/schemas/MacroDocument" meta: $ref: "#/components/schemas/Meta"