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verified live · 28h ago
regulatory-filings-mcp
SEC & institutional filings — Form 4, 8-K, 13F, Schedule 13D, Form D, IPO & earnings calendars.
Tools
17
GitHub stars
—
Installs / wk
—
Licence
—
Transport
streamable-http
Last checked
28h ago
Tools & capabilities
17 toolsRead from the running server on 28h ago.
detect_insider_cluster
read-only
tickerdays_windowmin_insiders
Detect insider buying clusters — multiple officers/directors buying the same stock inside a window. The smart-money signal hedge funds pay $200+/mo for. Returns one row per stock w… Detect insider buying clusters — multiple officers/directors buying the same stock inside a window. The smart-money signal hedge funds pay $200+/mo for. Returns one row per stock with cluster strength. Args: ticker: Optional ticker to filter days_window: Cluster detection window in days (default 30 — 30/60/90 supported) min_insiders: Minimum distinct insiders to qualify as a cluster (default 3)
get_13f_delta
read-only
days_backfiler_cik*
Compute the position delta between a 13F filer's two most recent filings. Returns new positions, increased stakes, reduced stakes, and full exits per CUSIP — the actionable signal… Compute the position delta between a 13F filer's two most recent filings. Returns new positions, increased stakes, reduced stakes, and full exits per CUSIP — the actionable signal WhaleWisdom Premium charges $999/yr for. Args: filer_cik: Filer CIK (e.g. "0001067983" for Berkshire) or fund name days_back: Lookback window for filings comparison (default 90 — informational)
get_analyst_targets
read-only
ticker*
Retrieve Wall Street analyst price targets for a ticker — high, low, mean, latest changes by firm. Args: ticker: Required ticker symbol Retrieve Wall Street analyst price targets for a ticker — high, low, mean, latest changes by firm. Args: ticker: Required ticker symbol
get_dividend_aristocrats
read-only
min_years
Retrieve S&P 500 Dividend Aristocrats — companies with 25+ consecutive years of dividend increases. Args: min_years: Minimum consecutive years of dividend increases (default 2… Retrieve S&P 500 Dividend Aristocrats — companies with 25+ consecutive years of dividend increases. Args: min_years: Minimum consecutive years of dividend increases (default 25)
get_earnings_calendar
read-only
tickerdays_forward
Retrieve upcoming earnings calendar — report dates, EPS estimates, revenue estimates. Args: days_forward: Calendar horizon in days (default 14) ticker: Optional ticker fil… Retrieve upcoming earnings calendar — report dates, EPS estimates, revenue estimates. Args: days_forward: Calendar horizon in days (default 14) ticker: Optional ticker filter (post-filtered)
get_earnings_estimates
read-only
ticker*days_back
Retrieve analyst earnings estimate revisions — EPS upgrades/downgrades over the lookback window. Args: ticker: Required ticker symbol days_back: Lookback window — maps to… Retrieve analyst earnings estimate revisions — EPS upgrades/downgrades over the lookback window. Args: ticker: Required ticker symbol days_back: Lookback window — maps to 30d / 60d / 90d
get_form_13f_holdings
read-only
quarterfiler_cik
Retrieve SEC Form 13F-HR holdings — institutional investor positions ($100M+ AUM funds). Pull Berkshire Hathaway, Renaissance, Citadel, Two Sigma quarterly position disclosures. A… Retrieve SEC Form 13F-HR holdings — institutional investor positions ($100M+ AUM funds). Pull Berkshire Hathaway, Renaissance, Citadel, Two Sigma quarterly position disclosures. Args: filer_cik: Filer CIK number (e.g. "0001067983" for Berkshire) or fund name (passed as query) quarter: Quarter in YYYY-QN format (e.g. "2025-Q4")
get_form_4_insider_trades
read-only
tickerdays_backmin_value_usd
Retrieve SEC Form 4 insider trades (officers/directors buying or selling their own stock). Replaces a WhaleWisdom Insider feed subscription. Returns transaction date, insider name… Retrieve SEC Form 4 insider trades (officers/directors buying or selling their own stock). Replaces a WhaleWisdom Insider feed subscription. Returns transaction date, insider name & role, shares, price, value. Args: ticker: Optional ticker filter (e.g. "NVDA") days_back: Lookback window in days (default 30) min_value_usd: Optional minimum transaction value filter (post-filtered)
get_form_8k_material_events
read-only
tickerdays_backevent_type
Retrieve SEC Form 8-K material event filings — M&A, executive changes, bankruptcy, earnings, going concerns. Replaces an 8-K Push subscription. Real-time material event monitoring… Retrieve SEC Form 8-K material event filings — M&A, executive changes, bankruptcy, earnings, going concerns. Replaces an 8-K Push subscription. Real-time material event monitoring for any public company. Args: ticker: Optional ticker filter event_type: Optional 8-K item filter (e.g. "1.01", "2.01", "5.02") days_back: Lookback window in days (default 14)
get_form_d_private_funding
read-only
statedays_backmin_amount
Retrieve SEC Form D private offerings — private rounds, hedge fund launches, exempt securities filings. VC and private equity intel for tracking who's raising and how much. Args:… Retrieve SEC Form D private offerings — private rounds, hedge fund launches, exempt securities filings. VC and private equity intel for tracking who's raising and how much. Args: state: Optional state filter (e.g. "CA", "NY") — passed as a query keyword days_back: Lookback window in days (default 30) min_amount: Optional minimum offering amount filter (post-filtered)
get_ipo_calendar
read-only
days_forward
Retrieve upcoming IPO calendar — pricing date, shares offered, price range, lead underwriters. Args: days_forward: Calendar horizon in days (default 30) — passed via the upstr… Retrieve upcoming IPO calendar — pricing date, shares offered, price range, lead underwriters. Args: days_forward: Calendar horizon in days (default 30) — passed via the upstream date_range enum
get_options_unusual_activity
read-only
tickermin_volume_ratio
Retrieve unusual options activity — volume vs open-interest spikes, large block trades, suspected smart-money positioning. Args: ticker: Optional ticker filter min_volume_… Retrieve unusual options activity — volume vs open-interest spikes, large block trades, suspected smart-money positioning. Args: ticker: Optional ticker filter min_volume_ratio: Minimum volume / open-interest ratio (default 2.0)
get_pre_ipo_secondary
read-only
company
Retrieve pre-IPO secondary market valuations — Forge, EquityZen, Hiive prices for SpaceX, Stripe, OpenAI tier names. Args: company: Optional company name filter (e.g. "SpaceX"… Retrieve pre-IPO secondary market valuations — Forge, EquityZen, Hiive prices for SpaceX, Stripe, OpenAI tier names. Args: company: Optional company name filter (e.g. "SpaceX", "Stripe")
get_schedule_13d_activist
read-only
filerdays_backtarget_ticker
Retrieve SEC Schedule 13D / 13G activist & beneficial-ownership filings (>5% stake). Track Carl Icahn, Elliott Management, Pershing Square, Trian moves — the activist signal. Args… Retrieve SEC Schedule 13D / 13G activist & beneficial-ownership filings (>5% stake). Track Carl Icahn, Elliott Management, Pershing Square, Trian moves — the activist signal. Args: target_ticker: Optional ticker of target company filer: Optional activist filer name (post-filtered) days_back: Lookback window in days (default 90)
get_short_interest
read-only
tickerdays_back
Retrieve short interest data — short ratio, days-to-cover, % of float short, changes vs prior period. Args: ticker: Optional ticker filter days_back: Informational; actor… Retrieve short interest data — short ratio, days-to-cover, % of float short, changes vs prior period. Args: ticker: Optional ticker filter days_back: Informational; actor returns latest reported short interest snapshot
get_stock_splits_corporate_actions
read-only
days_forward
Retrieve upcoming stock splits, spinoffs, mergers, special dividends, and other corporate actions. Args: days_forward: Calendar horizon in days (default 60) Retrieve upcoming stock splits, spinoffs, mergers, special dividends, and other corporate actions. Args: days_forward: Calendar horizon in days (default 60)
get_swf_holdings
read-only
fundquarter