[{"slug":"ZV-2026-1296","server_name":"secedgar.caseyjhand.com","severity":"breaking","title":"secedgar.caseyjhand.com: Field form_types was removed from secedgar_company_search input; consumers still sending it may be rejected or silently ignored.","summary":"[breaking] Field form_types was removed from secedgar_company_search input; consumers still sending it may be rejected or silently ignored. [risky] Optional field forms was added to secedgar_company_search; may shift model behaviour. [breaking] Field ticker_or_cik was removed from secedgar_get_insider_transactions input; consumers still sending it may be rejected or silently ignored. [breaking] New required field company on secedgar_get_insider_transactions; requests without it will fail. [safe] Description of secedgar_get_institutional_holdings changed (4% word delta). [breaking] Field ticker_or_cik was removed from secedgar_get_institutional_holdings input; consumers still sending it may be rejected or silently ignored. [breaking] New required field company on secedgar_get_institutional_holdings; requests without it will fail. [breaking] Field end_date was removed from secedgar_search_filings input; consumers still sending it may be rejected or silently ignored. [breaking] Field start_date was removed from secedgar_search_filings input; consumers still sending it may be rejected or silently ignored. [risky] Optional field filed_after was added to secedgar_search_filings; may shift model behaviour. [risky] Optional field filed_before was added to secedgar_search_filings; may shift model behaviour.","changes":[{"kind":"input_property_removed","path":"inputSchema.properties.form_types","tool":"secedgar_company_search","before":{"type":"array","items":{"type":"string"},"description":"Filter filings to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, returns all form types."},"detail":"Field `form_types` was removed from `secedgar_company_search` input; consumers still sending it may be rejected or silently ignored.","severity":"breaking"},{"kind":"input_property_added","path":"inputSchema.properties.forms","tool":"secedgar_company_search","after":{"type":"array","items":{"type":"string"},"description":"Filter filings to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]), matched exactly (case-insensitive) — list an amendment such as \"10-K/A\" to include it. Without this, returns all form types."},"detail":"Optional field `forms` was added to `secedgar_company_search`; may shift model behaviour.","severity":"risky"},{"kind":"input_property_removed","path":"inputSchema.properties.ticker_or_cik","tool":"secedgar_get_insider_transactions","before":{"type":"string","minLength":1,"description":"Company ticker symbol (e.g., \"AAPL\") or 10-digit CIK number (e.g., \"0000320193\"). The issuer, not the reporting person."},"detail":"Field `ticker_or_cik` was removed from `secedgar_get_insider_transactions` input; consumers still sending it may be rejected or silently ignored.","severity":"breaking"},{"kind":"input_required_added","path":"inputSchema.properties.company","tool":"secedgar_get_insider_transactions","after":{"type":"string","minLength":1,"description":"The issuer whose Form 4 filings to read — the company, not the reporting person. A ticker symbol (e.g., \"AAPL\"), a CIK with or without zero-padding (e.g., \"320193\" or \"0000320193\"), or a company name (current or former). A name matching several companies resolves to the top-ranked one — exact name first, then prefix, then substring — so pass a ticker or CIK when the issuer must be exact."},"detail":"New required field `company` on `secedgar_get_insider_transactions`; requests without it will fail.","severity":"breaking"},{"kind":"description_changed","tool":"secedgar_get_institutional_holdings","after":"Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. company is the institutional filer — its 10-digit CIK (e.g. 0000102909), a ticker, or an entity name (names outside EDGAR's ticker file resolve through EDGAR entity search) — and the tool returns what that institution holds. A name that matches several EDGAR filers (some legal names are shared across entities) returns those candidates so you can retry with the exact CIK, rather than guessing. For the reverse direction — which institutions hold a given portfolio company — use secedgar_find_holders, whose filer_cik results feed straight back into this tool. The 13F information table lists each position: issuer name, CUSIP, shares held, market value (in whole USD), and put/call designation for options. Sub-lines for the same security are consolidated into distinct positions sorted by value by default (set consolidate=false for raw filing rows). The inline holdings list is one page of limit rows starting at offset — pass the returned next_offset to walk further down a large information table. The full parsed holdings set is also materialized as df_<id> when a canvas is available — inspect it with secedgar_dataframe_describe, then query it with secedgar_dataframe_query to aggregate the whole filing or self-join across quarters on cusip + reporting_period. Institutions with less than $100M in 13(f) securities are exempt and may not file. Use secedgar_search_filings with forms=[\"13F-HR\"] for broader search.","before":"Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. ticker_or_cik is the institutional filer — its 10-digit CIK (e.g. 0000102909), or an entity name resolved through EDGAR entity search — and the tool returns what that institution holds. A name that matches several EDGAR filers (some legal names are shared across entities) returns those candidates so you can retry with the exact CIK, rather than guessing. For the reverse direction — which institutions hold a given portfolio company — use secedgar_find_holders, whose filer_cik results feed straight back into this tool. The 13F information table lists each position: issuer name, CUSIP, shares held, market value (in whole USD), and put/call designation for options. Sub-lines for the same security are consolidated into distinct positions sorted by value by default (set consolidate=false for raw filing rows). The inline holdings list is one page of limit rows starting at offset — pass the returned next_offset to walk further down a large information table. The full parsed holdings set is also materialized as df_<id> when a canvas is available — inspect it with secedgar_dataframe_describe, then query it with secedgar_dataframe_query to aggregate the whole filing or self-join across quarters on cusip + reporting_period. Institutions with less than $100M in 13(f) securities are exempt and may not file. Use secedgar_search_filings with forms=[\"13F-HR\"] for broader search.","detail":"Description of `secedgar_get_institutional_holdings` changed (4% word delta).","severity":"safe","descriptionDelta":0.036363636363636376},{"kind":"input_property_removed","path":"inputSchema.properties.ticker_or_cik","tool":"secedgar_get_institutional_holdings","before":{"type":"string","minLength":1,"description":"The institutional filer whose 13F to fetch — a 10-digit CIK (e.g. \"0000102909\" for VANGUARD GROUP INC, the most reliable form) or an entity name. Names resolve through EDGAR entity search, which covers institutional managers absent from the ticker file; a name matching several filers (some legal names are shared across entities) returns those candidates so you can retry with the exact CIK. This is NOT the portfolio company — passing an issuer ticker like \"AAPL\" finds that operating company's own filings (it files no 13F), not who holds it; use secedgar_find_holders for that direction."},"detail":"Field `ticker_or_cik` was removed from `secedgar_get_institutional_holdings` input; consumers still sending it may be rejected or silently ignored.","severity":"breaking"},{"kind":"input_required_added","path":"inputSchema.properties.company","tool":"secedgar_get_institutional_holdings","after":{"type":"string","minLength":1,"description":"The institutional filer whose 13F to fetch — a 10-digit CIK (e.g. \"0000102909\" for VANGUARD GROUP INC, the most reliable form), a ticker, or an entity name. A name is matched against the registrants in EDGAR's ticker file first (current and former names) and, when none match, resolved through EDGAR entity search, which covers institutional managers absent from that file; a name matching several filers (some legal names are shared across entities) returns those candidates so you can retry with the exact CIK. This is NOT the portfolio company — passing an issuer ticker like \"AAPL\" finds that operating company's own filings (it files no 13F), not who holds it; use secedgar_find_holders for that direction."},"detail":"New required field `company` on `secedgar_get_institutional_holdings`; requests without it will fail.","severity":"breaking"},{"kind":"input_property_removed","path":"inputSchema.properties.end_date","tool":"secedgar_search_filings","before":{"anyOf":[{"type":"string","const":""},{"type":"string","pattern":"^\\d{4}-\\d{2}-\\d{2}$","description":"YYYY-MM-DD"}],"description":"End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering."},"detail":"Field `end_date` was removed from `secedgar_search_filings` input; consumers still sending it may be rejected or silently ignored.","severity":"breaking"},{"kind":"input_property_removed","path":"inputSchema.properties.start_date","tool":"secedgar_search_filings","before":{"anyOf":[{"type":"string","const":""},{"type":"string","pattern":"^\\d{4}-\\d{2}-\\d{2}$","description":"YYYY-MM-DD"}],"description":"Start of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering."},"detail":"Field `start_date` was removed from `secedgar_search_filings` input; consumers still sending it may be rejected or silently ignored.","severity":"breaking"},{"kind":"input_property_added","path":"inputSchema.properties.filed_after","tool":"secedgar_search_filings","after":{"anyOf":[{"type":"string","const":""},{"type":"string","pattern":"^\\d{4}-\\d{2}-\\d{2}$","description":"YYYY-MM-DD"}],"description":"Only include filings filed on or after this date (YYYY-MM-DD). This tool filters by date only with both bounds — pair it with filed_before."},"detail":"Optional field `filed_after` was added to `secedgar_search_filings`; may shift model behaviour.","severity":"risky"},{"kind":"input_property_added","path":"inputSchema.properties.filed_before","tool":"secedgar_search_filings","after":{"anyOf":[{"type":"string","const":""},{"type":"string","pattern":"^\\d{4}-\\d{2}-\\d{2}$","description":"YYYY-MM-DD"}],"description":"Only include filings filed on or before this date (YYYY-MM-DD). This tool filters by date only with both bounds — pair it with filed_after."},"detail":"Optional field `filed_before` was added to `secedgar_search_filings`; may shift model behaviour.","severity":"risky"}],"published_at":"2026-09-22T06:57:12.825Z"}]