stocks_get_expected_report
Estimate when one company will next file a periodic report (10-K/10-Q/20-F).
Description
Estimate when one company will next file a periodic report (10-K/10-Q/20-F).
Use this for "when does this company report next?" after resolving a
company, and stocks_search_expected_reports for "who reports in the
next week?" across the universe. Use stocks_get_sec_filings instead
for what a company has already filed.
This is an estimate, not a schedule. Companies announce their actual
reporting dates in press releases and IR calendars, which this platform
does not ingest — nothing here is a confirmed or announced date. The
estimate is derived purely from the company's own SEC filing history, and
every estimate says so: data.estimate.basis is always
"derived-from-filing-cadence" and basis_lag is always "median".
Treat the result as a planning hint and confirm against the company's
investor-relations announcement before relying on a date.
How it is derived: the periodic forms are 10-K, 10-Q, and 20-F
(amendments excluded). cadence is read off the company's own recent
form mix — quarterly if it files 10-Qs, annual for an annual-only
filer such as a 20-F foreign private issuer — and expected_period_end
is one quarter (or one year) after the last period_of_report.
expected_filing_window is that period end plus the median lag from
period end to filed date over the company's own last 8 periodic filings,
widened to the observed min_lag_days/max_lag_days spread and clamped
to at least 3 and at most 30 days on each side. observations is how
many filings the statistics ran over, and last_filed is the filing the
whole estimate is anchored on (form, period, filed date, accession).
Two honest non-answers, both ordinary successes rather than errors:
data.estimate is null with a data.reason when the company has fewer
than 2 periodic filings on record (no cadence and no lag can be derived);
and a filer that appears to have stopped — over 400 days since its last
periodic filing for a quarterly filer, 730 for an annual one — still
gets the full derivation but with estimate.stale: true and a reason
saying so. Stale filers are excluded from
stocks_search_expected_reports.
meta.source is "sec-edgar-submissions" (public-domain SEC filing
metadata) and meta.as_of is when those filing rows were last ingested.
pagination is null — this is a single company's answer.
Errors carry a machine code: unknown_entity for a symbol or CIK we
hold no company for.
Example: stocks_get_expected_report(ticker_or_cik="AAPL").
Parameters
Input schema advertised to MCP clients and mirrored by the REST query string.
| Name | Type | Required | Default | Constraints | Description |
|---|---|---|---|---|---|
| ticker_or_cik | string | Yes | — | — | The company: a ticker symbol (AAPL, BRK.B) or a CIK (320193 or 0000320193). |
Provenance
Sources behind every value this tool returns.
- sec-edgar-submissionsU.S. Securities and Exchange Commission (EDGAR)
Dataset registry: stocks_filings