Filings

Optional research tools: the SEC filings Roadstar stores for public companies. A business’s own clients and suppliers are in companies.

How to use it

What find_tools sends with these tools, word for word:

SEC filings stored for companies: 10-K, 10-Q, 8-K, 20-F, proxies and more.

Tools

Tool	What it does	Owner’s yes
filings.latest	Each company’s latest filings	No
filings.read	One filing’s text	No

latest

filings.latest · Each company’s latest filings.

Owner’s yes: No. Nothing of the owner’s changes.

Input	Type	Required	Limits
companyIds	list of id	yes	1–50 items

Returns:

{
  items: Pick<CompanyListItem, "id" | "latestFiling">[];
}

read

filings.read · One filing’s text.

Owner’s yes: No. Nothing of the owner’s changes.

Input	Type	Required	Limits
accession	text	yes	1–40 characters

Returns:

{
  state: string;
  title?: never;
  url?: never;
  text?: never;
} | {
  title: string | null;
  url: string | null;
  text: string;
  state?: never;
}

Types

Named types in the results above.

type CompanyListItem = {
  id: string;
  manual?: boolean;
  handle: string;
  ticker: string | null;
  name: string;
  kind: string | null;
  kindLabel: string | null;
  quote: Quote | null;
  marketCap: number | null;
  watchlistMetrics: {
    sector: string | null;
    valuation: {
      label: string;
      value: string;
      period: string | null;
      sortValue?: number | null;
    } | null;
    revenueGrowth: {
      value: number;
      period: string;
    } | null;
    profitability: {
      label: string;
      value: number;
      period: string;
    } | null;
  };
  latestFiling: Pick<FilingItem, "what" | "filedAt"> | null;
  written: boolean;
  figures: {
    id: string;
    label: string;
    value: string;
    sortValue?: number | null;
    sortGroup?: string;
  }[];
  projects: {
    id: string;
    name: string;
  }[];
}

type Quote = {
  price: number;
  changePercent: number;
  asOf: string;
}

type FilingItem = {
  accession: string;
  form: string;
  what: string;
  period: string | null;
  filedAt: string;
}