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Equity Smart Money Brief — SEC Insider & Ownership Filings by Ticker
x402
Equity Smart Money Brief — SEC Insider & Ownership Filings by Ticker is a paid API for AI agents from x402.ottoai.services, paid per call via x402, $0.1/call, status unknown (last checked 2026-09-14).
Returns an AI-synthesized brief of SEC Form 4 insider trades, Schedule 13D/13G beneficial ownership events, and company fundamentals for any US-listed stock ticker
Price / call$0.1
Success—
StatusUnknown
How this service works
Smart-money filing brief for US-listed companies by ticker: SEC Form 4 insider purchases vs sales with filer roles, Schedule 13D/13G beneficial-ownership filing events (subject-validated; not 13F), fundamentals with one-time-item flags (TTM where available), regime-aware filings cadence — ONE AI read of the filing record. Observed filings only; buy/sell advice rejected at generation. Public-domain SEC EDGAR + AI. $0.10 per call.
Output
A structured JSON response containing an AI-generated narrative and data on: Form 4 insider buy/sell transactions with filer roles (CEO, director, etc.), Schedule 13D/13G beneficial ownership filing events, company fundamentals (TTM where available) with one-time item flags, and a regime-aware summary of the filing cadence — all sourced from public SEC EDGAR data. No buy/sell recommendations are included.
Example use cases
Monitor activist investor accumulation patterns
“Check Tesla for any new Schedule 13D filings — I need to know who's been building positions, how much they own now, and what their filing history tells us about their intent.”
Track insider buying conviction signals
“Give me the insider picture on Meta stock — show me which executives and board members have been buying or selling lately, what their roles are, and whether the trading pattern suggests confidence in the company.”
Identify regulatory smart-money shifts
“I need a snapshot of AMD's recent insider and beneficial owner activity — pull the Form 4 trades from officers and directors, flag any new 13D filings from major shareholders, and summarize whether the filing cadence looks unusual.”
Technical details
Endpoint
GEThttps://x402.ottoai.services/equity-smart-money-briefWhen to prefer
Use this endpoint when you need a consolidated AI-synthesized view of SEC insider trading activity and large beneficial ownership changes for a specific US-listed company. It is distinctly valuable when you want Form 4 and 13D/13G signals together in one call rather than scraping EDGAR manually. Prefer this over generic financial data APIs when the specific question is about regulatory smart-money signals (insider conviction, activist accumulation) rather than price or earnings data. Note: this covers Form 4 and 13D/13G but explicitly NOT 13F institutional holdings.
Side effects
- Invalid or unrecognized ticker symbol — endpoint returns error or empty data
- Ticker exists but has no recent Form 4 or 13D/13G filings — returns empty arrays for those sections
- Non-US-listed or OTC ticker may not have EDGAR coverage
- Network or upstream EDGAR data retrieval failure — service error response
- Payment failure (USDC x402 not settled) — request rejected before processing
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Output
Schema · Response
{
"type": "json",
"example": {
"data": {
"note": "A plain-language read of what th...",
"brief": "The latest Form 4 window shows s...",
"ticker": "NVDA",
"caveats": [],
"company": {
"cik": "1045810",
"name": "NVIDIA CORP"
},
"insider": {
"coverage": {
"filingsFailed": 0,
"filingsParsed": 8,
"filingsSelected": 8,
"windowLatestFiledAt": "2026-07-02",
"windowEarliestFiledAt": "2026-06-13",
"filingsSkippedOwnerSide": 0
},
"windowSummary": {
"saleCount": 6,
"latestDate": "2026-07-01",
"earliestDate": "2026-06-12",
"saleValueUsd": 48211320.5,
"purchaseCount": 0,
"purchaseValueUsd": 0,
"transactionCount": 9,
"saleUnvaluedCount": 0,
"sharesAcquiredTotal": 500000,
"sharesDisposedTotal": 812400,
"purchaseUnvaluedCount": 0,
"distinctSecurityTitles": 1,
"netPurchaseSaleValueUsd": -48211320.5,
"shareCountUnreportedCount": 0
},
"recentTransactions": []
},
"generatedAt": "2026-07-11T12:00:00.000Z",
"methodology": "https://docs.useotto.xyz/acp-swa...",
"fundamentals": {
"basis": "ttm",
"periodEnd": "2026-04-26",
"epsDiluted": 6.51,
"revenueUsd": 253491000000,
"netIncomeUsd": 159613000000,
"oneTimeItems": [],
"revenueYoYPct": 70.7,
"netIncomeYoYPct": 107.9,
"netIncomeChangeUsd": 82826000000,
"epsDilutedExOneTime": null,
"netIncomeTransition": null,
"epsDilutedIsEstimate": true,
"netIncomeExOneTimeUsd": null,
"oneTimeItemsEvaluated": true
},
"analysisStatus": "ok",
"filingsCadence": {
"reportingRegime": "us-domestic",
"latest10QFiledAt": "2026-05-20",
"latestAnnualReport": {
"form": "10-K",
"filedAt": "2026-02-25"
},
"currentReportCount90d": 6,
"latestCurrentReportFiledAt": "2026-07-02"
},
"beneficialOwnership": {
"events": [],
"windowEnd": "2026-07-10",
"windowStart": "2025-07-10",
"schedule13DCount": 0,
"schedule13GCount": 3
}
},
"meta": {
"degraded": false,
"validUntil": "",
"generatedAt": "",
"stalenessSec": 0
},
"status": "success"
}
}Tags
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