Coverage

#History truncation notice

Each plan has a history window. List, range, and discovery endpoints return only data inside it and may attach a generic _warnings entry: POST /data/filings, POST /data/company (the coverage map), POST /metric/filings, POST /metric/historical, POST /screener/metrics, POST /ownership/transactions, POST /ownership/stats, POST /ownership/names, POST /screener/ownership, POST /ownership/initial-holdings, POST /ownership/initial-holdings/stats, POST /screener/initial-holdings (on filing_date), POST /events/filings and POST /screener/events. For /screener/metrics the lookback is clamped to your plan's window and billed only for that portion.

A filing named by ticker and fiscal_year before the window returns 403 PLAN_TIER_INSUFFICIENT_HISTORY before any credits are debited. A filing, metric group, transaction or holding requested by id outside your plan returns 403 PLAN_TIER_INSUFFICIENT. POST /ownership/transaction-ids and POST /ownership/initial-holding-ids list such ids in restricted_ids and return that 403 only when every id found is restricted.

#Coverage scope notice

Corporate event company coverage is the same across eligible paid plans.

Each plan covers a subset of companies. A request naming a company by ticker or cik outside your plan's scope returns 403 PLAN_TIER_INSUFFICIENT_COVERAGE with detail.required_tier. List, discovery, /screener/metrics, /screener/ownership, /screener/initial-holdings, and Form 4 / Form 3 /ownership/* requests that name no company are filtered to your plan's scope and attach a generic _warnings entry. POST /ownership/transaction-ids and POST /ownership/initial-holding-ids report out-of-scope ids in restricted_ids.

#Company symbols and CIKs

A ticker may be any symbol the company has traded under; a cik may be any CIK it has filed under. Responses name the company by its current symbol, and grouping and counting are per company. When the input is not the company's current symbol or CIK, or the company is delisted, _warnings says so.

#Industry classification (Pro+)

Pro-plan and higher responses attach an industry classification block per company, when the company has one, on POST /data/company/search, GET /data/company/list, POST /data/compare/line-items, POST /data/compare/facts, and POST /screener/metrics results, at no extra credits.

"classification": {
  "sectors": ["Technology"],
  "source": { "scheme": "US_SIC", "code": "3571", "url": "https://www.sec.gov/search-filings/standard-industrial-classification-sic-code-list" }
}

The 12 canonical buckets: Technology, Healthcare, Finance, Consumer Discretionary, Consumer Staples, Communications, Industrials, Energy, Utilities, Materials, Real Estate, Other. POST /screener/metrics (POST /screener/metrics), POST /screener/ownership (POST /screener/ownership) and POST /screener/initial-holdings (POST /screener/initial-holdings) accept a sectors filter over these.