edgar-sec-filings

edgar-sec-filings is a skill for Claude Code, Codex from skloxo/TideTrading. It costs 53 tokens per session (3,029 once invoked), scanned A, a copy of edgar-sec-filings, MIT.

A guide to analysing filings that US publicly traded companies submit to the Securities and Exchange Commission, or SEC. It covers annual and quarterly reports, major event notices, proxy statements, insider trades, and institutional holdings.

In plain words
What is it for?
Use it to examine 10-K annual reports, 10-Q quarterly reports, 8-K event filings, proxy statements, insider Form 4 filings, and 13F institutional holdings.
Why use it?
It helps turn lengthy company disclosures into information about financial performance, risks, management decisions, governance, and possible investment signals.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to examine 10-K annual reports, 10-Q quarterly reports, 8-K event filings, proxy statements, insider Form 4 filings, and 13F institutional holdings.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/skloxo/tidetrading/edgar-sec-filings
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add skloxo/TideTrading --skill edgar-sec-filings
Clone the repo
git clone --depth 1 https://github.com/skloxo/TideTrading

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for edgar-sec-filings

README.md
[![agentmods](https://agentmods.dev/badge/skills/skloxo/tidetrading/edgar-sec-filings/github.svg)](https://agentmods.dev/skills/skloxo/tidetrading/edgar-sec-filings)
Your own site
<a href="https://agentmods.dev/skills/skloxo/tidetrading/edgar-sec-filings"><img src="https://agentmods.dev/badge/skills/skloxo/tidetrading/edgar-sec-filings/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for edgar-sec-filings

Your own site · 80×15
<a href="https://agentmods.dev/skills/skloxo/tidetrading/edgar-sec-filings"><img src="https://agentmods.dev/badge/skills/skloxo/tidetrading/edgar-sec-filings.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 53 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,029 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00053 $0.03029
Opus 5 $0.00026 $0.01515
Sonnet 5 $0.00011 $0.00606
Haiku 4.5 $0.00005 $0.00303

Measured 11d ago against content hash 9697ffbc7305, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

edgar-sec-filings scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to edgar-sec-filings — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

agent/src/skills/edgar-sec-filings/SKILL.md · 298 lines

How it starts

The opening of the file, as written. The whole thing — 298 lines — stays where its author put it; the contents beside it link to each section on GitHub.

SEC EDGAR Filing Analysis

Overview

Analyze US public company filings from SEC EDGAR to extract fundamental insights, risk signals, and investment-relevant information. Covers annual reports (10-K), quarterly reports (10-Q), current events (8-K), proxy statements (DEF 14A), and insider transactions (Form 4).

This skill provides the analytical framework for interpreting SEC filings. Data retrieval uses read_url tool with EDGAR URLs or yfinance Ticker objects for structured financial data.

Filing Types and Investment Relevance

Filing Frequency Key Content Signal Value
10-K Annual Full-year financials, risk factors, MD&A, segment data Comprehensive fundamental view
10-Q Quarterly Quarterly financials, interim MD&A, legal updates Trend confirmation / inflection detection
8-K Event-driven Material events: M&A, CEO change, restatement, guidance Catalyst / risk trigger
DEF 14A Annual (proxy) Executive comp, board composition, shareholder proposals Governance quality signal
Form 4 Within 2 days Insider buys / sells Insider conviction signal
13F Quarterly Institutional holdings >$100M AUM Smart money positioning
SC 13D/G Event-driven >5% ownership stake disclosure Activist / strategic investor signal

EDGAR Data Access

Direct EDGAR URLs

# Company filings search
# https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK={ticker}&type={filing_type}

# Example: Apple 10-K filings
url = "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=AAPL&type=10-K&dateb=&owner=include&count=10"

# EDGAR full-text search (EFTS)
# https://efts.sec.gov/LATEST/search-index?q={query}&dateRange=custom&startdt={start}&enddt={end}

Via yfinance (structured data)

import yfinance as yf
ticker = yf.Ticker("AAPL")

# Financial statements (derived from 10-K/10-Q)
income = ticker.financials           # Annual income statement
income_q = ticker.quarterly_financials  # Quarterly
balance = ticker.balance_sheet       # Balance sheet
cashflow = ticker.cashflow           # Cash flow statement

# Insider transactions (derived from Form 4)
insider = ticker.insider_transactions

# Institutional holders (derived from 13F)
institutions = ticker.institutional_holders
major = ticker.major_holders

Read the full file on GitHub · 298 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 298 lines · 53 tokens per session scan A 9697ffbc7305

Subscribe to this mod's changes

edgar-sec-filings is a skill published in the GitHub repository skloxo/TideTrading (10 stars, last pushed 4d ago), licensed MIT. It adds 53 tokens to every session and 3,029 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to edgar-sec-filings, differing in 0 lines, and is treated as a copy.

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