# EDGAR Smart-Money Bundle

> EDGAR Smart-Money Bundle is a paid API for AI agents from edgar.apitoll.cloud, paid per call via x402, $0.006/call, status unknown (last checked 2026-09-15).

Returns insider trades (Form 4), institutional 13F-HR holdings, and recent 8-K material events in a single call for any US-listed company by ticker or CIK.

## Facts

- Endpoint: GET https://edgar.apitoll.cloud/v1/edgar/smart-money
- Price: $0.006/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-15
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/edgar-smart-money-bundle-5a2626af
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_CpWrbqjw6jgxmC6_uwBda

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability edgar-smart-money-bundle-5a2626af
```

Example prompt: Pull the full smart-money bundle for Nvidia (ticker: NVDA) — give me insider Form 4 trades, institutional 13F holdings, and recent 8-K material events, going back to filings since 2024-01-01.

## When to prefer this

Choose this endpoint when you need a comprehensive single-call view of both insider trading activity AND institutional holdings AND recent corporate events for a US-listed company. It is ideal over separate endpoints when you want to correlate smart-money signals without making multiple API calls. Prefer it for equity research, investment screening, or monitoring what executives and major funds are doing simultaneously.

## Known failure modes

- Unknown ticker or CIK returns a 404 or empty resolved object
- Both ticker and CIK provided simultaneously (XOR constraint violated) returns a 400 validation error
- Invalid date format for 'since' parameter returns a 400 schema error
- Date range exceeding 5-year lookback limit returns an error or truncated results
- SEC EDGAR upstream outage causes 502/503 responses
- Ticker exists but has no recent Form 4 or 13F filings returns empty insider/holdings arrays

## How this service works

Smart-money bundle in one call for any US-listed company by stock ticker or CIK: insider trades (Form 4), institutional 13F-HR holdings, and recent 8-K material events together. Track what executives and hedge funds are doing — buys, sells, portfolio positions, and corporate events. Resolves ticker to CIK via SEC's official index. Sourced live from data.sec.gov.

## Output

A JSON object containing: resolved ticker-to-CIK mapping, insider trade details from Form 4 filings (who bought/sold, amounts, dates), institutional portfolio positions from 13F-HR filings (fund names, share counts, values), and recent 8-K material event filings — all sourced live from SEC EDGAR.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "$schema": "https://json-schema.org/draft/2020-12/schema",
 "required": [
  "input"
 ],
 "properties": {
  "input": {
   "type": "object",
   "required": [
    "type",
    "method"
   ],
   "properties": {
    "type": {
     "type": "string",
     "const": "http"
    },
    "method": {
     "enum": [
      "GET"
     ],
     "type": "string"
    },
    "queryParams": {
     "type": "object",
     "properties": {
      "cik": {
       "type": "string",
       "pattern": "^\\d{1,10}$",
       "description": "SEC CIK (1-10 digits). XOR with ticker."
      },
      "since": {
       "type": "string",
       "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
       "description": "Inclusive lower bound on filingDate (YYYY-MM-DD), within 5 years."
      },
      "ticker": {
       "type": "string",
       "pattern": "^[A-Za-z.\\-]{1,10}$",
       "description": "Stock ticker, case-insensitive. XOR with cik."
      }
     }
    }
   },
   "additionalProperties": false
  },
  "output": {
   "type": "object",
   "required": [
    "type"
   ],
   "properties": {
    "type": {
     "type": "string"
    },
    "example": {
     "type": "object",
     "properties": {
      "source": {
       "type": "object"
      },
      "insider": {
       "type": "object"
      },
      "holdings": {
       "type": "object"
      },
      "resolved": {
       "type": "object"
      },
      "recentFilings": {
       "type": "object"
      }
     }
    }
   }
  }
 }
}
```

## Response schema (JSON Schema)

```json
{
 "type": "json",
 "example": {
  "source": {
   "name": "data.sec.gov"
  },
  "insider": {
   "form": "4",
   "count": 10,
   "items": []
  },
  "holdings": {
   "form": "13F-HR",
   "count": 0,
   "items": []
  },
  "resolved": {
   "cik": "0000320193",
   "ticker": "AAPL",
   "companyName": "Apple Inc."
  },
  "recentFilings": {
   "form": "8-K",
   "count": 8,
   "items": []
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/edgar-smart-money-bundle-5a2626af/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from edgar.apitoll.cloud](https://www.zero.xyz/host/edgar.apitoll.cloud/llms.txt)