Pp Edgar

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SEC EDGAR — Printing Press CLI

Prerequisites: Install the CLI

This skill drives the edgar-pp-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. Install via the Printing Press installer. It defaults binaries to $HOME/.local/bin on macOS/Linux and %LOCALAPPDATA%\Programs\PrintingPress\bin on Windows:

   npx -y @mvanhorn/printing-press-library install edgar --cli-only

2. Verify: edgar-pp-cli --version
3. Ensure the reported install directory is on $PATH for the agent/runtime that will invoke this skill.

If the npx install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.6 or newer):

go install github.com/mvanhorn/printing-press-library/library/other/edgar/cmd/edgar-pp-cli@latest

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

When to Use This CLI

Use edgar-pp-cli when an agent needs structured SEC filing data shaped for token-efficient consumption — primary-source bundles, insider-summary with S/F discrimination, cross-quarter MD&A diffs, or local FTS5 over cached filings. The compound primary-sources command is the LODESTAR shape: one call returns the full evidence pack for a Gate 1/2/3 thesis. Do not use this CLI for Federal Register searches, regulations.gov dockets, activist short reports, or NASDAQ short interest — those are out of scope and handled elsewhere.

When Not to Use This CLI

Do not activate this CLI for requests that require creating, updating, deleting, publishing, commenting, upvoting, inviting, ordering, sending messages, booking, purchasing, or changing remote state. This printed CLI exposes read-only commands for inspection, export, sync, and analysis.

Unique Capabilities

These capabilities aren't available in any other tool for this API.

Local state that compounds

• since — Return only the filings filed since a given timestamp, using a per-CIK local cursor — the entire LODESTAR /$recheck loop in one call.

  For quarterly thesis rechecks, reach for this before fetching the full submissions index — it eliminates re-paying token cost on filings already seen.

  edgar-pp-cli since AAPL --as-of 2026-05-08 --json

• fts — Full-text search over locally-cached filing bodies via FTS5 — ticker- and form-scoped — with snippet windows and byte offsets for precise re-read.

  Reach for fts during deep-dives where you re-query the same filing body multiple times; reach for the absorbed efts command for the first lookup or for cross-issuer queries.

  edgar-pp-cli fts "going concern" --ticker AAPL --form 10-Q --json

Service-specific content patterns

• eightk-items — Enumerate 8-Ks with parsed Item numbers and a --material-only flag that excludes exhibits-only (Item 9.01 alone) refilings.

  Use this instead of pulling 8-K bodies when you need 'has anything material happened?' — answers in one call without reading filing text.

  edgar-pp-cli eightk-items AAPL --since 2026-05-08 --material-only --json

• ownership-crosses — Enumerate 13D and 13G filings against an issuer (when someone else crosses 5% of the ticker), with filer name, percent owned, and filed-at.

  Use in LODESTAR Gate 3 asymmetric-structure checks to spot activist or institutional concentration without scrolling submissions.

  edgar-pp-cli ownership-crosses AAPL --json

• governance-flags — Compose three independent service-specific signals into one call: 8-K Item 4.01 auditor changes, Item 4.02 non-reliance restatements, and NT-10-K late-filing notices (Form 12b-25).

  Use as an early disqualifier check — if any flag fires, surface to LODESTAR before spending tokens on the full thesis.

  edgar-pp-cli governance-flags AAPL --since 2y --json

Cross-entity joins

• insider-followthrough — For every senior-officer code-S sale of ≥$1M, scan the next 90 days of 8-Ks for material items and emit (sale, subsequent material 8-K, days-between) pairs.

  Reach for this in LODESTAR Gate 2 execution-validation when an insider sale precedes material disclosures — surface management exits before bad news.

  edgar-pp-cli insider-followthrough AAPL --json

  Form 4 ingest cap. insider-summary, insider-followthrough, and primary-sources ingest Form 4 filings through a shared --max-form4 N cap (default 200) that bounds DB/API pressure on high-volume filers. When the cap clips older filings, the output surfaces form4_truncated: true and form4_total_in_window: <N> under form4_skipped plus a stderr WARN — never silent. Pass --max-form4 0 to disable; pass a larger value to widen the window.

• xbrl-pivot — Multi-ticker XBRL pivot that resolves concept aliases (Revenues ↔ RevenueFromContractWithCustomerExcludingAssessedTax ↔ SalesRevenueNet) into a flat ticker×quarter×concept table.

  For cross-sectional quality screens — pivot before parsing 50 companyfacts JSON blobs by hand.

  edgar-pp-cli xbrl-pivot --tickers AAPL,MSFT,GOOGL --concepts Revenues,NetIncomeLoss --quarters 8 --csv

Token-efficient extraction

• sections — Extract requested Items from a 10-K or 10-Q with byte-offset boundaries; emits ONLY the requested items in compact JSON instead of the full 100KB-10MB HTML body.

  Use this instead of fetching the raw 10-K body — saves an order of magnitude in tokens when you only need Risk Factors and MD&A.

  edgar-pp-cli sections AAPL --form 10-K --items 1A,7,7A --json

Command Reference

companies — Company identifiers (ticker → CIK) and per-issuer submissions index

• edgar-pp-cli companies lookup — Resolve ticker → CIK (and company name + SIC) from SEC's nightly index. Cache 24h in local SQLite.
• edgar-pp-cli companies submissions — Structured submissions index for a company (filing history with accession numbers, form types, filed-at).

companyfacts — XBRL company facts (financial concepts: revenue, net income, assets, cash flow, etc.) for a CIK

• edgar-pp-cli companyfacts <cik> — All XBRL company facts for a CIK. Optionally filter to a single concept client-side.

efts — EDGAR full-text search across all filings (efts.sec.gov). For offline FTS5 over cached filing bodies, use the offline fts command instead.

• edgar-pp-cli efts <q> — Online full-text search across EDGAR filings. For offline FTS5 over cached bodies, use edgar-pp-cli fts.

filings — Per-form-type filing retrieval and individual filing document fetch

• edgar-pp-cli filings browse — EDGAR filing index for a CIK + form type. Returns HTML/Atom; the generator wraps it but parsing happens in the...
• edgar-pp-cli filings get — Fetch raw filing index page or document for a specific accession. Accession must be the no-dashes form (e.g.,...

Finding the right command

When you know what you want to do but not which command does it, ask the CLI directly:

edgar-pp-cli which "<capability in your own words>"

which resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code 0 means at least one match; exit code 2 means no confident match — fall back to --help or use a narrower query.

Recipes

Full LODESTAR research pull

edgar-pp-cli primary-sources AAPL --json --select shares_outstanding,senior_insider_sales,recent_eightk_items,def14a_governance

Compact JSON for an agent — primary-sources returns the full bundle; --select narrows to only the fields LODESTAR Gate evaluations actually need, dropping boilerplate.