edgar-sec-filings
Installation
SKILL.md
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 |