# Edgar Sec Filings

SEC EDGAR filing analysis, 10-K, 10-Q, 8-K, proxy statements, insider Form 4.

- Repository: https://github.com/HKUDS/Vibe-Trading (37375 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add HKUDS/Vibe-Trading --skill edgar-sec-filings -g -a claude-code -y`
Codex: `npx skills add HKUDS/Vibe-Trading --skill edgar-sec-filings -g -a codex -y`
Cursor: `npx skills add HKUDS/Vibe-Trading --skill edgar-sec-filings -g -a cursor -y`
Gemini CLI: `npx skills add HKUDS/Vibe-Trading --skill edgar-sec-filings -g -a gemini-cli -y`

## Description

SEC EDGAR filing analysis, 10-K, 10-Q, 8-K, proxy statements, insider Form 4. Extract key financials, risk factors, management discussion, and generate investment signals from US public company filings.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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

```python
# 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)

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

The rest: https://github.com/HKUDS/Vibe-Trading/blob/HEAD/agent/src/skills/edgar-sec-filings/SKILL.md