Fundamentals & SEC Data

Financial statements, company facts, SEC filings, and insider trades sourced from SEC EDGAR.

Fundamental data is sourced from SEC EDGAR — the SEC’s public disclosure system for US-listed companies. This includes structured financial statements parsed from 10-K and 10-Q filings, company registration facts, a full filing index, and insider trading activity from Form 4 submissions.

Endpoints

Endpoint	Summary	Key use case
GET /stocks/income-statements	Income statements	Revenue, profit, EPS by period
GET /stocks/balance-sheets	Balance sheets	Assets, liabilities, equity by period
GET /stocks/cash-flow-statements	Cash flow statements	Operating, investing, and financing cash flows
GET /stocks/company-facts	Company facts	SEC CIK, SIC code, fiscal year end
GET /stocks/filings	SEC filings	Index of 10-K, 10-Q, 8-K, and other filings
GET /stocks/insider-trades	Insider trades	Form 4 transactions by insiders

Financial Statements

Endpoints: GET /stocks/income-statements · GET /stocks/balance-sheets · GET /stocks/cash-flow-statements

All three statement endpoints share the same filtering interface: ticker (required), period (annual for 10-K, quarterly for 10-Q), limit, and a set of report_date range filters (report_date_gte, report_date_lte, report_date_gt, report_date_lt). Results are ordered by report_date descending.

Income Statement

Revenue, profitability, and per-share metrics for each reporting period.

Key fields

Field	What it means
revenue	Total revenue (USD)
cost_of_revenue	Cost of goods sold
gross_profit	Revenue minus cost of revenue
operating_expenses	Total operating expenses excluding cost of revenue
operating_income	Gross profit minus operating expenses
net_income	Net income attributable to the company
eps	Basic earnings per share
eps_diluted	Diluted EPS — accounts for stock options and convertibles

Balance Sheet

Financial position at the end of each reporting period.

Key fields

Field	What it means
total_assets	Sum of all assets
current_assets	Assets expected to be converted to cash within one year
cash_and_equivalents	Cash and short-term liquid investments
total_liabilities	Sum of all liabilities
current_liabilities	Obligations due within one year
total_equity	total_assets minus total_liabilities
long_term_debt	Debt obligations due beyond one year
retained_earnings	Cumulative net income retained after dividend payments

Cash Flow Statement

Cash movements across operating, investing, and financing activities.

Key fields

Field	What it means
operating_cash_flow	Cash generated from core business operations
capital_expenditures	Cash spent on property, plant, and equipment — typically stored as a negative number
free_cash_flow	operating_cash_flow + capital_expenditures (computed field)
investing_cash_flow	Net cash from investments and acquisitions
financing_cash_flow	Net cash from debt and equity transactions
dividends_paid	Cash dividends paid to shareholders — typically negative
share_repurchases	Cash used to buy back shares — typically negative
net_change_in_cash	Net increase or decrease in cash for the period

Interpretation: free_cash_flow is a computed field. Because capital_expenditures is stored as a negative number (a cash outflow), the formula is addition: operating_cash_flow + capital_expenditures. A negative free_cash_flow is not unusual for companies in heavy investment phases.

When to use

• Screening stocks by revenue growth or profit margin across quarters
• Computing year-over-year changes in financial health metrics
• Verifying that a company generates sufficient cash to sustain operations or pay dividends

Example

# Last 4 quarterly income statements for AAPL
curl "https://api.tradewatch.io/stocks/income-statements?ticker=AAPL&period=quarterly&limit=4" \
  -H "api-key: YOUR_API_KEY"

# Annual balance sheets for MSFT since 2020
curl "https://api.tradewatch.io/stocks/balance-sheets?ticker=MSFT&period=annual&report_date_gte=2020-01-01" \
  -H "api-key: YOUR_API_KEY"

Company Facts

Endpoint: GET /stocks/company-facts

Returns static company registration information sourced from EDGAR. Useful as a lookup to resolve a ticker to its SEC identifiers or to understand the company’s industry classification.

Key fields

Field	What it means
cik	SEC Central Index Key — unique EDGAR identifier
company_name	Legal name as registered with the SEC
sic_code	Standard Industrial Classification code
sic_description	Human-readable industry description
state_of_incorporation	US state (or country) of legal incorporation
fiscal_year_end	Month-day of fiscal year end in MM-DD format (e.g. 12-31)

When to use

• Resolving a ticker to its SEC CIK for direct EDGAR lookups or cross-referencing with other SEC data sources
• Grouping companies by SIC industry in a screener
• Understanding whether a company’s fiscal year aligns with the calendar year when interpreting report_date values

Example

curl "https://api.tradewatch.io/stocks/company-facts?ticker=AAPL" \
  -H "api-key: YOUR_API_KEY"

SEC Filings

Endpoint: GET /stocks/filings

Returns an index of SEC EDGAR filings for a company. Includes 10-K (annual report), 10-Q (quarterly report), 8-K (current events/material news), and other filing types. Each record contains the accession number, dates, and a direct link to the document on EDGAR.

Key fields

Field	What it means
accession_number	Unique EDGAR filing identifier (e.g. 0000320193-23-000077)
filing_type	SEC filing type: 10-K, 10-Q, 8-K, etc.
filing_date	Date the document was submitted to the SEC
report_date	End date of the period covered by the filing
file_url	Direct URL to the filing document on SEC EDGAR

When to use

• Linking to source documents from a financial analysis UI
• Filtering for 8-K filings to track material events such as earnings releases or acquisitions
• Auditing the completeness of structured statement data against the original source filing

Example

# All 10-K filings for AAPL
curl "https://api.tradewatch.io/stocks/filings?ticker=AAPL&filing_type=10-K" \
  -H "api-key: YOUR_API_KEY"

Insider Trades

Endpoint: GET /stocks/insider-trades

Returns insider trading activity sourced from SEC Form 4 filings. Form 4 must be filed within two business days of a transaction by company officers, directors, and beneficial owners of more than 10% of a stock class. Results are ordered by filing_date descending.

Key fields

Field	What it means
insider_name	Name of the reporting insider
transaction_date	Date the trade occurred
filing_date	Date Form 4 was filed with the SEC
transaction_type	Type code: P (purchase), S (sale), G (gift), A (conversion), F (exercise price payment)
shares_transaction	Number of shares involved in the transaction
price_per_share	Price per share at time of transaction (USD)
transaction_value	Total value — computed as shares_transaction × price_per_share
securities_owned	Total shares held by the insider after the transaction

Interpretation: Insider purchases (P) are generally viewed as a bullish signal — insiders are buying with personal capital. Insider sales (S) are more ambiguous; they are often pre-planned under 10b5-1 plans and may reflect personal liquidity needs rather than a negative outlook. Filter by transaction_type=P to isolate open-market purchases.

When to use

• Screening for unusual insider buying activity
• Alerting users when an executive makes a large open-market purchase
• Cross-referencing insider transactions with earnings announcement dates

Example

# Open-market purchases for AAPL in 2025
curl "https://api.tradewatch.io/stocks/insider-trades?ticker=AAPL&transaction_type=P&filing_date_gte=2025-01-01&filing_date_lte=2025-12-31" \
  -H "api-key: YOUR_API_KEY"