Edgar & Edgarette: SEC Filing Boards

io.github.HuangGoodmanAgencyPublished by GitHub account HuangGoodmanAgencyv1.1.0Updated Nov 5, 2026

SEC filing boards and actuarial checks: companies, portfolios vs insurers, reinsurers, cash records.

The publisher's own server: edgar.tools SEC Intelligence

VerifiedStreamable HTTPWeb executableFinanceSecurity & MonitoringData & Analytics

Overview

AI-generated overview

Remote, keyless MCP server exposing SEC filing boards and actuarial-style company cards built from EDGAR filings.

What you can do
  • Query daily boards of SEC 8-K and form filings: cyber incidents, officer moves, agreements, mergers, charter amendments, restructuring, IPOs, proxies, auditor changes
  • Look up any SEC filer by name, ticker or CIK for a performance card, brand record and filing feed links
  • Read portfolio and fund views: ETF holdings health, ETF league, 13F or weighted-holding portfolio health, continuation funds
  • Screen sector leader lists (AI, renewable energy) and cash-return leaders from audited annual figures
  • Read reinsurer strength metrics and a monthly cash-sweep record for money-market and short-term funds
  • Price a related corporate program from a catalogue and see sealed, scored forecast boards
When to use it
Useful when an assistant needs current, sourced facts about what US public companies have just disclosed to the SEC, or a quick filing-based read on a company, ETF or portfolio. It suits research, screening and drafting where every figure must trace back to a filing link.
Requirements
Remote streamable HTTP endpoint; no install, API key or account declared. Network access to the provider's host is required.
Before you install
Read-only lookups, but some tools return commercial pricing and contact details for a related corporate-gifts business, so treat those outputs as marketing. Forecast ranges are statistical estimates, not advice; the README states no buy or sell views and that breach deadlines are indicators, not legal advice. Data is CC BY 4.0 and requires credit.

Installation

In SourceWeft

  1. Open Edgar & Edgarette: SEC Filing Boards in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.HuangGoodmanAgency%2Fedgar-and-edgarette/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "edgar-edgarette-sec-filing-boards": {
      "type": "http",
      "url": "https://www.pops4.com/boards/mcp"
    }
  }
}

README

POPS4 Filing Boards

Twelve public tables built from United States SEC filings, published the business day after each filing from the settled SEC daily index, and a card for every filer on them.

Live boards: https://www.pops4.com/boards Licence: CC BY 4.0 — free to use with credit to POPS4.


The Pour: brand facts, ready to quote

https://www.pops4.com/boards/pour turns the filings into short facts anyone can read and repeat: who owns what, brand rivalries, what is new in annual reports, what was just filed, and forecasts sealed before the answer and then scored. Each fact has its own page and names its source.

FileWhat it holds
data/the-pour.csv, data/the-pour.jsonEvery fact, its date, its source and its page
data/brands.csvBrands traced to the company that files, each named in that company's annual report
data/numbers.jsonWhat the boards have read, each number with its source

Facts are made by software from public filings and USPTO trademark files. Trademark figures run through March 2024. Reporting, not advice.


What this is

When a public company has something material happen — a cybersecurity incident, a completed acquisition, a new officer, a charter amendment, a major agreement — it must tell the SEC, in public, that day. This repository publishes those filings as plain tables, sorted by what the company itself declared, with a link back to every original document.

Nothing here is written. Nothing is interpreted. It is a record, not an article.

Why depend on this

  • Fresh every business day, with the receipt. The settled SEC daily index is read from 13:15 UTC the next business day and every hour after; the public record page shows filings read per index day, when they were first read, and who read them: https://www.pops4.com/boards/record (JSON: /boards/record.json).
  • Scored in the open. Every forecast range is hashed when it is logged and scored when the next 10-K lands. Inside rate and every receipt: https://www.pops4.com/boards/scorecard. 83.4% of 3,134 companies landed inside on the 2024 holdout year the method never saw.
  • One row, one document. No row exists without a link to its filing on sec.gov. Nothing is written or inferred.
  • Every shape a machine wants. JSON, CSV, RSS and Markdown twins for every board; an MCP endpoint with no key; a DataCatalog with a DOI (10.5281/zenodo.23672509); this repository and the Hugging Face mirror refreshed daily.
  • Read by the assistants already. Named AI readers and tool calls are counted on the record page, apart from registry probes, so the number you see is the true one.
  • The AI line in the filings. Annual-report documents using the phrase "artificial intelligence" went from 848 in 2021 to 3,904 by 28 October 2026; "AI governance" from 20 to 226 in two years. The house re-reads those lines on the first business day of each month and publishes the counts, sealed with a receipt.

The rule

Every value either comes from a document we link, or is a number we computed.

There is no author and no opinion. Where a row carries a quotation, it is the company's own sentence, verbatim, from the press release exhibit attached to its filing, with that filing linked beside it.

The only claim any row makes is this company filed this document on this date, which either is or is not true, and can be checked in one click. Where a filing is ambiguous we undercount rather than guess.

Edgar & Edgarette

The boards have two voices, and both keep the rule above.

  • Edgar, the reporter, says what happened: who filed what with the SEC, and when.
  • Edgarette, the actuary, says what it means in numbers, in the order of an actuarial report (ASOP No. 41, 25, 23): exposure, experience, credibility, an 80% range, cautions, and a comparison with industry peers. Every figure is the company's own, from its audited filings.

Ask about any SEC filer or brand at https://www.pops4.com/boards/ask.json?q=PEP, in the box on any board, or through the MCP tool get_company_performance. Brand names work too: ask.json?q=Hoka returns Deckers, with a brand field naming the owner. When a name is ambiguous it returns candidates rather than guessing.

  • The 80% range is tested, not asserted. It is set from how 7,847 SEC company-years actually turned out. The live method is v3: fitted on 11,128 company-years (2018–22), width tuned on 2023, then tested on 2024, a year the fit never saw — 83.2% of outcomes landed inside, at a median width of ±19.2%. Across all history it holds 69% of 7,172 company-years against an 80% target, which is published rather than buried. Two retired methods keep their record on the same page: v2 held 76% of 563, v1 held 26% of 506. Their logged ranges stay in the ledger and are still scored.
  • Misses are published. Every range is logged once per company per fiscal year and scored when the next 10-K arrives: https://www.pops4.com/boards/scorecard.
  • Credibility moves with the record. When a company files 8-K Item 4.02 (earlier statements should no longer be relied on), Edgarette marks her weight down one step until a new 10-K is filed, and links the filing.
  • Numbers, never advice. No buy or sell views, no price targets, no positions held.

The forecast ledger, and why it is anchored here

data/forecast-ledger.csv is the smallest and least replaceable thing in this repository.

Every board above can be rebuilt by anyone, because SEC filings are public. A range cannot. A range is only worth something if it was published before the outcome was known, and nothing that can be regenerated afterwards proves that. So each range is logged once per company per fiscal year, fingerprinted, and left alone until the company's next annual report arrives to settle it. A logged range is never quietly adjusted.

Each row carries its own fingerprint. What this repository adds is a fingerprint of the whole set, written into a commit whose timestamp belongs to GitHub rather than to us. Anyone can recompute a hash; nobody can back-date somebody else's commit.

FileWhat it holds
data/forecast-ledger.csvevery range: company, fiscal year end, low, high, method, row fingerprint, status
data/forecast-ledger-root.jsonthe root hash, the counts, and the exact steps to reproduce it
data/roots.logappend-only, one line per day — the chain

Verify it yourself, without trusting us:

  1. Take data/forecast-ledger.csv from any commit.
  2. For each row build cik|fiscalYearEnd|low|high|method|rowHash|status.
  3. Sort those strings ascending, join with newlines, SHA-256 the UTF-8 bytes.
  4. Compare with root in forecast-ledger-root.json. The commit's date is GitHub's, not ours.

Only those seven fields are hashed, so columns can be added for readability later without changing a root already published. Scored outcomes appear as the status changing from open to hit or miss — the range itself never moves.

Scale, stated plainly: this is an evaluation-sized corpus, not a training-sized one.

The boards

FileFilingWhat it records
breaches8-K Item 1.05Material cybersecurity incidents
cmo-moves8-K Item 5.02Departures and appointments of directors and officers
agreements8-K Item 1.01Entry into material definitive agreements
mergers8-K Items 2.01, 5.01Completed acquisitions and changes in control
charter-amendments8-K Item 5.03Articles, bylaws, fiscal year. Genuine renames flagged
restructuring8-K Item 2.05Costs associated with exit or disposal activities
ipo-watchForm S-1Companies registering to go public
annual-meetingsForm DEF 14ADefinitive proxy statements
auditor-watch8-K Items 4.01, 4.02Auditor changes, and non-reliance on earlier financial statements

Edgarette's method, and the data behind it

Two files in data/ hold everything the actuarial reading is built on, so a figure on any card can be checked, reproduced or argued with.

FileWhat it is
data/industry-yardstick.jsonPeer medians by SIC industry group at three depths, for revenue growth, operating margin, equity as a share of assets, return on equity and payout of profit. Peers are filers with $50M+ of revenue; a group is only published once it has at least 8 of them. Built from SEC XBRL frames (CY2025) plus the SEC Financial Statement Data Sets for each filer's industry code.
data/range-calibration.jsonThe bands behind the 80% revenue range, live and retired.

How the range is built. Baseline = last revenue × (1 + the mean of the one-year and three-year pace). The band around it is the 10th to 90th percentile of how real company-years landed against that baseline, by size band, blended toward the whole pool by credibility (Z = n / (n + 400), in the sense of ASOP No. 25).

How it was tested. Method v3 is fitted on 11,128 company-years (2018–22), its width tuned on 2023, then tested on 2024 — a year the fit never saw. 83% of outcomes landed inside an 80% band. The retired v2 reported 83% too, but was measured on the years it was fitted on. Both are kept, and both are scored, at https://www.pops4.com/boards/scorecard

What is deliberately absent. Dividend yield, price/earnings and price/book need a share price; these boards carry filings only, so they are not shown rather than estimated. No card carries a buy or sell view.

Columns

ColumnSource
idSEC accession number — the filing's own permanent primary key
companyFiler name as it appears in the SEC daily index
ticker, exchangedata.sec.gov company submissions
cikSEC Central Index Key
itemsThe filer's own 8-K item tags. Not inferred
sectorThe SEC's own industry description
filerCategorye.g. Large accelerated filer — a size floor, from the SEC
revenue, revenueFYReported by the company in XBRL in its own annual filing
city, hqBusiness address from the filing header
formerNamePrevious registrant name, where EDGAR records one
eventPeriod of report — when it happened
filedWhen it was filed
deadlineBreach board only. Filing date plus the shortest common statutory window
quoteOne verbatim sentence from the EX-99 exhibit, where the filing has one
sourceLink to the filing index on SEC EDGAR
profileLink to the company's full EDGAR filing history

How it is built

The SEC publishes a machine-readable index of every filing, every business day, free. Every hour on business days a worker reads that index and fetches each filing's 852-byte header sidecar, which carries the filing's own item tags, industry code, state of incorporation and event date.

Because the header is small, every filing is read every day rather than a sample. A second pass opens the full document only for filings that land on a board, and takes one verbatim sentence from the press release exhibit. A third pass caches company facts per filer.

Also available

  • JSON and CSV per board — in data/, and live at https://www.pops4.com/boards/<board>.json
  • RSS — https://www.pops4.com/boards/<board>/feed.xml
  • MCP — https://www.pops4.com/boards/mcp, open, no authentication, 26 tools: one per board, plus get_company_performance (Edgarette's card), watch_company and price_program
  • Ask Edgar & Edgarette — https://www.pops4.com/boards/ask.json?q=<brand, name, ticker or CIK>
  • Weekly report — https://www.pops4.com/boards/report · Scorecard — https://www.pops4.com/boards/scorecard
  • For developers and AIs — https://www.pops4.com/boards/developers · https://www.pops4.com/boards/llms.txt
  • Embeddable table — https://www.pops4.com/boards/<board>/embed
  • Google Dataset Search — every board carries schema.org/Dataset markup

Updating

.github/workflows/daily.yml pulls the current tables from the live boards once a day and commits them if they changed. It needs no credentials. If a HF_TOKEN repository secret is present it also pushes the same files to Hugging Face.

Known limitations, stated plainly

  • Roughly half of 8-K filings carry no press release exhibit, so most rows have no quotation.
  • Item 1.05 (cybersecurity) is genuinely rare — on the order of one a fortnight. A near-empty breach board is correct, not broken.
  • Item 5.03 covers articles or bylaws or fiscal year; most are not renames. Renames are flagged per row from the filer's own former name rather than assumed for the board.
  • The breach deadline column uses the shortest common statutory window. Real notification obligations follow where affected residents live, so a single incident can run several clocks. Treat the column as an indicator, not legal advice.
  • Item 4.01 (auditor change) is often routine: a firm merger or a fee decision. The board records the filing and says nothing more about it.
  • We undercount. That is deliberate.

The house these boards belong to

POPS4 is one house with two faces, and they pay for each other.

The record. Edgar and Edgarette read what companies file with the SEC and put it in public, free, the business day after it is filed, from the settled SEC daily index — twelve boards, an actuarial reading of any US filer, and a forecast ledger that is scored in the open. Free is the point: an open record that can be checked is what makes the house worth believing. It earns nothing directly, and the other face carries it.

The supply. The same house has run corporate identity programs since 1997 — 70,000+ products from 200+ authorized brands: corporate gifts, branded apparel, custom packaging, secure print, and the programs that go around them. One roof, one quote, no platform fee.

Procurement is mostly noise: chasing quotes, chasing proofs, chasing stock, reconciling four vendors who each own one piece. The house exists to take that away — one address for the programme, one number, one person accountable for it. The filing boards are the same instinct pointed at information: the answer already exists in a public document, so stop making people hunt for it.

Both faces answer machines directly, which is unusual and deliberate:

ForEndpointCost
Filings, company cards, the ledgerhttps://www.pops4.com/boards/mcpfree, no key, no install
Catalogue, tiered pricing, quote requestshttps://mcp.pops4.com/mcpfree to ask

An agent can read a company's filings and price the programme that filing calls for, in the same session, without a login on either side. Written for AIs to read: https://www.pops4.com/boards/llms.txt.

Source

All data originates from the U.S. Securities and Exchange Commission's EDGAR system, which is public domain. This repository adds structure and links, not content.

Maintained by Jenny Huang Goodman MPA MSc MHSA, Principal — Hako Shikin LLC, operating since 1997.

Source: README.md at commit 569d618

Tools

24

get_breaches

Answers: Which public companies have disclosed a cybersecurity incident to the SEC? The reply opens with a one-line answer and its date. Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_cyber_disclosures

Answers: Which public companies disclosed a cybersecurity incident voluntarily, without declaring it material? The reply opens with a one-line answer and its date. Cyber Disclosures. SEC 8-K Items 8.01 and 7.01 · cybersecurity incidents disclosed voluntarily · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_charter_amendments

Answers: Which public companies changed their name, charter or bylaws this week? The reply opens with a one-line answer and its date. Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_mergers

Answers: Which public companies completed an acquisition or changed control this week? The reply opens with a one-line answer and its date. Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_agreements

Answers: Which public companies signed a material agreement this week? The reply opens with a one-line answer and its date. Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_restructuring

Answers: Which public companies reported restructuring costs this week? The reply opens with a one-line answer and its date. Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_cmo_moves

Answers: Which public companies changed a top officer this week? The reply opens with a one-line answer and its date. Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_ipo_watch

Answers: Which companies filed to go public this week? The reply opens with a one-line answer and its date. IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_annual_meetings

Answers: Which public companies filed an annual meeting proxy this week? The reply opens with a one-line answer and its date. Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

get_auditor_watch

Answers: Which public companies changed auditors, or said past financials cannot be relied on, this week? The reply opens with a one-line answer and its date. Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Parameterslimit

watch_company

Follow a company's SEC filings: returns feed links to read whenever needed — the SEC's own Atom feed of every filing, plus Edgar & Edgarette's card and its JSON. Argument: company (name, ticker) or cik. No email is sent and nothing is stored.

Parameterscikcompany

price_program

Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.

Parameterstierboardrequiredattendees

get_company_performance

Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

Parameterspricecompanyrequired

get_brand_record

Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.

Parameterscompanyrequired

get_ai_leaders

AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.

Takes no parameters.

get_energy_leaders

Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.

Takes no parameters.

get_etf_health

Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. For stock funds: a fund under half in common stock (bond, cash or fund-of-funds) returns coverage.covered = false and no boat. Display only, not a rating. Free, CC BY 4.0.

Parameterstickerrequired

get_etf_league

Answers: which major US ETFs carry the fewest warning signs right now? SPY, QQQ, DIA, IWM and the 11 sector funds, each read through its latest SEC N-PORT holdings: boat (number of warning signs, each named), share of the fund in companies with warning filings, top-10 weight, effective holdings, largest sector and share checked. Ordered fewest signs first. No combined grade; display only, not a rating. Free, CC BY 4.0.

Takes no parameters.

get_continuation_funds

Answers: who is raising private-equity continuation funds? Every Form D / D/A in the last 12 months that names a continuation fund or vehicle, one row per fund (latest filing), with the amounts the fund itself reported: total offering, amount sold so far, first-sale date, state, and a link to the filing. Shows who is raising, not the size of the secondary market. Free, CC BY 4.0.

Takes no parameters.

get_portfolio_health

Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.

Parameterscikholdings

get_cash_leaders

This week’s cash leaders from audited SEC filings: the top 20 US companies ($2B+) by cash returned to owners (dividends + net buybacks ÷ market value), by operating cash earned ÷ market value, and by expected return among steady earners (income yield + Edgarette’s 80% revenue range). Also short-term places (Treasury-bill, floating-rate and ultra-short funds from their N-PORT filings: monthly returns, worst month, holdings mix) and monthly dividend payers (10-K verified, with yield, coverage, leverage, book value change, dividend cuts and warning signs). Every company passes a soundness screen first: no warning filing in 12 months, assets greater than liabilities, 4+ audited years. Ranked screens, not recommendations; prices are the latest quarter-end 13F prices.

Takes no parameters.

get_reinsurer_strength

Reinsurer strength from SEC filings, for placing reinsurance: capital and growth, premiums and reserves to capital, five years of reserve development (Schedule VI: strengthened or released, % of opening reserves), accident-year loss ratio, return on capital, debt, investments to net reserves, warning filings, and a boat (count of six published warning signs). Property & casualty reinsurers plus RGA (life). A description from filings, not a rating; ratings and regulatory capital are not SEC data.

Takes no parameters.

get_sweep_record

Kept its word: whether each place an actuary might sweep cash into did what it said, month by month, from SEC filings. Money-market funds (N-MFP3: SEC Rule 2a-7 liquidity and $1 price held every business day, 7-day yield), short-term Treasury and bond funds (N-PORT: months without a loss, worst month, compounded return), and monthly dividend payers (10-K: years the dividend held, yield, boat signs). Give a ticker for one record, or none for all. Facts from filings, not advice.

Parametersticker

get_board_test

The boards’ own calls, locked at the 6 Oct 2026 close with a SHA-256 receipt and scored against what happened: places for cash for 1, 3 and 6 months (paid what it said, no loss), cash cows and cash machines (beat the S&P 500 fund on total return, same dates), and Edgarette’s 12-month expected-return calls (landed inside her 80% range). A test of the boards, not advice.

Takes no parameters.

Version history

2
  1. v1.1.0LatestOct 8, 2026
  2. v1.0.0Sep 19, 2026

Score

100% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

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