Post-event causal attribution — explains why a stock moved after 8-K earnings, compares against prediction, writes reusable lessons for future predictions. Production invocation via SDK embed (main session), not fork.

2026-05-043

neo4j-schema

faisalanjum/EventTrader

Core Neo4j schema reference with all labels, relationships, data types, and indexes. Use when exploring database structure, checking field types, or understanding the financial knowledge graph schema.

2026-04-243

test-v1105-long-desc

faisalanjum/EventTrader

V1105_LONGDESC_START_MARKER. This skill tests v2.1.105's skill-description cap raise from 250 to 1536 characters. If this description appears truncated in the skill listing system-reminder at around character 250, the cap was not raised; if it appears truncated at around 1536, the cap was raised correctly per changelog. The test sentinel markers are placed at specific character offsets: V1105_OFFSET_100 is at char 100 approximately, V1105_OFFSET_300 is at char 300 approximately (old cap would truncate this), V1105_OFFSET_700 is at char 700 approximately, V1105_OFFSET_1000 is at char 1000, V1105_OFFSET_1200 is at char 1200, V1105_OFFSET_1400 is at char 1400, and V1105_END_MARKER is the last visible sentinel. This description also contains deliberately redundant filler to reach the target length without substantive content since the purpose is only to verify truncation behavior rather than to provide meaningful guidance. filler filler filler filler filler filler filler filler filler filler filler filler filler

2026-04-193

test-v1107-nest-child

faisalanjum/EventTrader

Child skill for v2.1.107 nesting retest — writes marker and returns

2026-04-193

name	report-queries
description	Cypher query patterns for Report/filing nodes. Reference doc auto-loaded by neo4j-report agent.
user-invocable	false

Neo4j Report Queries

Queries for Report nodes and related content (sections, exhibits, financial statements).

Report Content Labels

Label	Count	Key properties	Relationship
ExtractedSectionContent	157,841	`content`, `section_name`, `filing_id`	Report-[:HAS_SECTION]->
ExhibitContent	30,812	`content`, `exhibit_number`, `filing_id`	Report-[:HAS_EXHIBIT]->
FinancialStatementContent	31,312	`value`, `statement_type`, `filing_id`	Report-[:HAS_FINANCIAL_STATEMENT]->
FilingTextContent	1,908	`content`, `filing_id`	Report-[:HAS_FILING_TEXT]->
AdminReport	16	`id`	Report-[:IN_CATEGORY]->

Basic Report Queries

Latest report for company

MATCH (c:Company {ticker: $ticker})<-[:PRIMARY_FILER]-(r:Report)
RETURN r ORDER BY r.created DESC LIMIT 1

Reports by form type

MATCH (r:Report {formType: $form_type})-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
RETURN r.id, r.accessionNo, r.created, r.periodOfReport
ORDER BY r.created DESC
LIMIT 10

Reports in date range

MATCH (r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.created >= $start_date AND r.created < $end_date
RETURN r.id, r.formType, r.created, r.items
ORDER BY r.created DESC

8-K Earnings Filings

8-K Item 2.02 filings for company

MATCH (r:Report {formType: '8-K'})-[pf:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.items CONTAINS 'Item 2.02'
RETURN r.id, r.created, r.market_session,
       pf.daily_stock, pf.daily_macro,
       round((pf.daily_stock - pf.daily_macro) * 100) / 100 AS daily_adj
ORDER BY r.created DESC

Top earnings movers in date range

MATCH (r:Report {formType: '8-K'})-[pf:PRIMARY_FILER]->(c:Company)
WHERE r.items CONTAINS 'Item 2.02'
  AND r.created >= $start_date AND r.created < $end_date
  AND pf.daily_stock IS NOT NULL AND NOT isNaN(pf.daily_stock)
RETURN c.ticker, r.id, r.created,
       round((pf.daily_stock - pf.daily_macro) * 100) / 100 AS daily_adj
ORDER BY abs(pf.daily_stock - pf.daily_macro) DESC
LIMIT 10

8-K with specific item

MATCH (r:Report {formType: '8-K'})-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.items CONTAINS $item_code  // e.g., 'Item 1.01', 'Item 5.02'
RETURN r.id, r.created, r.items
ORDER BY r.created DESC

Report Content

Press release (Exhibit EX-99.1)

MATCH (r:Report {id: $report_id})-[:HAS_EXHIBIT]->(e:ExhibitContent)
WHERE e.exhibit_number = 'EX-99.1'
RETURN e.content

All exhibits for report

MATCH (r:Report {id: $report_id})-[:HAS_EXHIBIT]->(e:ExhibitContent)
RETURN e.exhibit_number, substring(e.content, 0, 500) AS preview
ORDER BY e.exhibit_number

Extracted sections (narrative)

MATCH (r:Report {id: $report_id})-[:HAS_SECTION]->(s:ExtractedSectionContent)
RETURN s.section_name, s.content

Financial statement content

MATCH (r:Report {id: $report_id})-[:HAS_FINANCIAL_STATEMENT]->(fs:FinancialStatementContent)
RETURN fs.statement_type, fs.value

Filing text content

MATCH (r:Report {id: $report_id})-[:HAS_FILING_TEXT]->(ft:FilingTextContent)
RETURN ft.form_type, ft.content

10-K/10-Q Section Queries

Financial Statements (Narrative)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name IN ['FinancialStatements', 'FinancialStatementsandSupplementaryData']
RETURN c.ticker, r.formType, substring(esc.content, 0, 2000) as financial_text,
       size(esc.content) as content_size
ORDER BY r.created DESC
LIMIT 10

Management Discussion & Analysis (MD&A)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name IN ['ManagementDiscussionandAnalysisofFinancialConditionandResultsofOperations',
                           'Management\'sDiscussionandAnalysisofFinancialConditionandResultsofOperations']
RETURN c.ticker, r.formType, substring(esc.content, 0, 3000) as mda_text
ORDER BY r.created DESC
LIMIT 10

Risk Factors

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'RiskFactors'
RETURN c.ticker, r.formType, substring(esc.content, 0, 3000) as risk_factors
ORDER BY r.created DESC
LIMIT 10

Cybersecurity Disclosures (Item 1C)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'Cybersecurity'
RETURN c.ticker, r.formType, substring(esc.content, 0, 2000) as cyber_disclosure
ORDER BY r.created DESC
LIMIT 10

Business Description (10-K)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '10-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'Business'
RETURN c.ticker, substring(esc.content, 0, 3000) as business_description
ORDER BY r.created DESC
LIMIT 10

Properties

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'Properties'
RETURN c.ticker, r.formType, substring(esc.content, 0, 1500) as properties_info
ORDER BY r.created DESC
LIMIT 10

Legal Proceedings

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'LegalProceedings'
RETURN c.ticker, r.formType, substring(esc.content, 0, 2000) as legal_matters
ORDER BY r.created DESC
LIMIT 20

Controls and Procedures

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'ControlsandProcedures'
RETURN c.ticker, r.formType, substring(esc.content, 0, 1500) as controls_info
ORDER BY r.created DESC
LIMIT 10

Executive Compensation

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'ExecutiveCompensation'
RETURN c.ticker, r.formType, substring(esc.content, 0, 2000) as compensation_info
ORDER BY r.created DESC
LIMIT 10

Directors and Corporate Governance

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'Directors,ExecutiveOfficersandCorporateGovernance'
RETURN c.ticker, r.formType, substring(esc.content, 0, 1500) as governance_info
ORDER BY r.created DESC
LIMIT 10

ExhibitContent Queries

Press Releases (EX-99.1)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_EXHIBIT]->(ec:ExhibitContent)
WHERE ec.exhibit_number = 'EX-99.1'
RETURN c.ticker, r.formType, substring(ec.content, 0, 2000) as press_release, r.created
ORDER BY r.created DESC
LIMIT 20

Material Contracts (EX-10.x)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_EXHIBIT]->(ec:ExhibitContent)
WHERE ec.exhibit_number STARTS WITH 'EX-10.'
RETURN c.ticker, r.formType, ec.exhibit_number,
       substring(ec.content, 0, 1500) as contract_excerpt, r.created
ORDER BY r.created DESC
LIMIT 20

Presentations (EX-99.2)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_EXHIBIT]->(ec:ExhibitContent)
WHERE ec.exhibit_number = 'EX-99.2'
RETURN c.ticker, r.formType, substring(ec.content, 0, 1500) as presentation_content, r.created
ORDER BY r.created DESC
LIMIT 20

Search Within Exhibits (Fulltext)

CALL db.index.fulltext.queryNodes('exhibit_content_ft', $search_term)
YIELD node, score
MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {id: node.filing_id})
RETURN c.ticker, r.formType, node.exhibit_number,
       substring(node.content, 0, 1000) as matching_excerpt, r.created, score
ORDER BY score DESC
LIMIT 20

Data Inventory Query

Run first to know what data exists for a company in a date range:

MATCH (c:Company {ticker: $ticker})
OPTIONAL MATCH (r:Report {formType: '8-K'})-[:PRIMARY_FILER]->(c)
  WHERE r.items CONTAINS 'Item 2.02' AND r.created >= $start_date AND r.created <= $end_date
OPTIONAL MATCH (n:News)-[:INFLUENCES]->(c)
  WHERE n.created >= $start_date AND n.created <= $end_date
OPTIONAL MATCH (t:Transcript)-[:INFLUENCES]->(c)
  WHERE t.conference_datetime >= $start_date AND t.conference_datetime <= $end_date
OPTIONAL MATCH (xr:Report)-[:PRIMARY_FILER]->(c)
  WHERE xr.formType IN ['10-K', '10-Q']
OPTIONAL MATCH (c)-[:DECLARED_DIVIDEND]->(div:Dividend)
  WHERE div.declaration_date >= $start_date AND div.declaration_date <= $end_date
OPTIONAL MATCH (c)-[:DECLARED_SPLIT]->(sp:Split)
  WHERE sp.execution_date >= $start_date AND sp.execution_date <= $end_date
RETURN c.ticker, c.name,
       count(DISTINCT r) AS reports_8k,
       count(DISTINCT n) AS news_count,
       count(DISTINCT t) AS transcript_count,
       count(DISTINCT xr) AS xbrl_reports,
       count(DISTINCT div) AS dividends,
       count(DISTINCT sp) AS splits

Fulltext Search

Search extracted sections

CALL db.index.fulltext.queryNodes('extracted_section_content_ft', $query)
YIELD node, score
RETURN node.section_name, node.filing_id, substring(node.content, 0, 300), score
ORDER BY score DESC
LIMIT 20

Search exhibits

CALL db.index.fulltext.queryNodes('exhibit_content_ft', $query)
YIELD node, score
RETURN node.exhibit_number, node.filing_id, substring(node.content, 0, 300), score
ORDER BY score DESC
LIMIT 20

SEC Item Codes (8-K)

Report.items contains SEC Item codes. Common codes:

Item	Name	Data Location	Notes
2.02	Results of Operations	EX-99.1 (94%)	Earnings - real data in exhibit
7.01	Regulation FD	EX-99.1 (85%)	Disclosure materials
1.01	Material Agreement	EX-10.x (69%)	Contracts in exhibit
8.01	Other Events	Check both (64%)	Varies
5.02	Personnel Changes	Check both (57%)	Officer appointments
5.07	Voting Results	Section (79%)	Data in section itself
2.06	Material Impairments	Section (64%)	Data in section itself

Key insight: Sections are often pointers (1.4KB avg) → Exhibits have real data (49KB avg).

8-K Content Structure

Content Distribution (23,836 8-K reports)

67% have BOTH section + exhibit: Section is a pointer → Exhibit has real data
33% have section only: Data embedded directly in section
2% fallback: FilingTextContent (690KB avg) when parsing fails

Exhibit Types

Type	%	Purpose	Used With
EX-99.x	84%	Press releases, presentations	Item 2.02, 7.01, 8.01
EX-10.x	16%	Material contracts, agreements	Item 1.01, 5.02

Section Name → Item Code Mapping

The section_name field stores SEC section names without spaces. Map to Item codes:

section_name	Item	% of 8-Ks
`FinancialStatementsandExhibits`	9.01	79%
`ResultsofOperationsandFinancialCondition`	2.02	36%
`RegulationFDDisclosure`	7.01	24%
`DepartureofDirectorsorCertainOfficers...`	5.02	21%
`OtherEvents`	8.01	20%
`EntryintoaMaterialDefinitiveAgreement`	1.01	11%
`SubmissionofMatterstoaVoteofSecurityHolders`	5.07	10%
`CreationofaDirectFinancialObligation...`	2.03	6%
`MaterialImpairments`	2.06	0.2%
`MaterialCybersecurityIncidents`	1.05	0.1%

Extraction Strategy by Item

EXHIBIT-FIRST (check EX-99.1/EX-10.x first):
  Item 2.02 (94%), Item 7.01 (85%), Item 1.01 (69%)

CHECK BOTH (data may be in either):
  Item 8.01 (64% exhibit), Item 5.02 (57% exhibit)

SECTION-FIRST (data usually in section itself):
  Item 5.07 (79% section), Item 2.06 (64% section)

Data Analysis

Return data coverage in PRIMARY_FILER

MATCH ()-[pf:PRIMARY_FILER]->()
WITH COUNT(*) as total,
     COUNT(pf.daily_stock) as has_daily_stock,
     COUNT(pf.hourly_stock) as has_hourly_stock,
     COUNT(pf.session_stock) as has_session_stock
RETURN total,
       ROUND(100.0 * has_daily_stock / total) as daily_coverage,
       ROUND(100.0 * has_hourly_stock / total) as hourly_coverage,
       ROUND(100.0 * has_session_stock / total) as session_coverage

10-Q filings with negative market reactions

MATCH (c:Company)<-[pf:PRIMARY_FILER]-(r:Report)
WHERE r.formType = '10-Q' AND pf.daily_stock < -2.0
  AND datetime(r.created) > datetime() - duration('P90D')
RETURN c.ticker, r.created, r.formType, pf.daily_stock, pf.daily_industry, pf.daily_sector, pf.daily_macro
ORDER BY pf.daily_stock LIMIT 20

Find amended reports

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)
WHERE r.isAmendment = true
RETURN c.ticker, r.formType, r.created, r.description
ORDER BY r.created DESC LIMIT 20

Amended reports with descriptions

MATCH (r:Report)
WHERE r.isAmendment = true AND r.description IS NOT NULL
RETURN r.accessionNo, r.formType, r.description, r.created
ORDER BY r.created DESC LIMIT 20

Companies with recent 10-K filings

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)
WHERE r.formType = '10-K' AND datetime(r.created) > datetime() - duration('P120D')
RETURN c.ticker, r.created, r.accessionNo
ORDER BY r.created DESC LIMIT 20

Recent 10-K reports and stock impact

MATCH (c:Company)<-[pf:PRIMARY_FILER]-(r:Report)
WHERE r.formType = '10-K' AND datetime(r.created) > datetime() - duration('P180D')
  AND pf.daily_stock IS NOT NULL
RETURN c.ticker, r.created, r.accessionNo,
       pf.daily_stock as daily_return, pf.daily_macro as market_return,
       pf.daily_stock - pf.daily_macro as excess_return
ORDER BY r.created DESC LIMIT 20

Reports filed in last 30 days

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)
WHERE datetime(r.created) > datetime() - duration('P30D')
RETURN c.ticker, r.formType, r.created
ORDER BY r.created DESC LIMIT 50

Reports with complete return data

MATCH (c:Company)<-[pf:PRIMARY_FILER]-(r:Report)
WHERE pf.daily_stock IS NOT NULL AND pf.daily_industry IS NOT NULL
  AND pf.daily_sector IS NOT NULL AND pf.daily_macro IS NOT NULL
  AND pf.hourly_stock IS NOT NULL AND pf.session_stock IS NOT NULL
RETURN c.ticker, r.formType, r.created,
       pf.daily_stock, pf.daily_industry, pf.daily_sector, pf.daily_macro
LIMIT 20

Reports with completed XBRL processing

MATCH (r:Report)
WHERE r.xbrl_status = 'COMPLETED' AND datetime(r.created) > datetime() - duration('P30D')
RETURN r.formType, r.accessionNo, r.created, r.xbrl_status
ORDER BY r.created DESC LIMIT 20

FinancialStatementContent Queries (JSON)

Balance Sheets

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_FINANCIAL_STATEMENT]->(fsc:FinancialStatementContent)
WHERE fsc.statement_type = 'BalanceSheets'
RETURN c.ticker, r.formType,
       substring(fsc.value, 0, 1000) as balance_sheet_json,
       size(fsc.value) as json_size
ORDER BY r.created DESC
LIMIT 10

Income Statements

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_FINANCIAL_STATEMENT]->(fsc:FinancialStatementContent)
WHERE fsc.statement_type = 'StatementsOfIncome'
RETURN c.ticker, r.formType,
       substring(fsc.value, 0, 1000) as income_statement_json
ORDER BY r.created DESC
LIMIT 10

Cash Flow Statements

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_FINANCIAL_STATEMENT]->(fsc:FinancialStatementContent)
WHERE fsc.statement_type = 'StatementsOfCashFlows'
RETURN c.ticker, r.formType,
       substring(fsc.value, 0, 1000) as cash_flow_json
ORDER BY r.created DESC
LIMIT 10

Shareholders Equity Statements

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_FINANCIAL_STATEMENT]->(fsc:FinancialStatementContent)
WHERE fsc.statement_type = 'StatementsOfShareholdersEquity'
RETURN c.ticker, r.formType,
       substring(fsc.value, 0, 1000) as equity_statement_json
ORDER BY r.created DESC
LIMIT 10

FilingTextContent Queries

Proxy Solicitations (425 filings)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_FILING_TEXT]->(ftc:FilingTextContent)
WHERE ftc.form_type = '425'
RETURN c.ticker, substring(ftc.content, 0, 2000) as proxy_text, r.created
ORDER BY r.created DESC
LIMIT 20

Schedule 13D/A (Activist/Ownership)

MATCH (c:Company)<-[:REFERENCED_IN]-(r:Report)-[:HAS_FILING_TEXT]->(ftc:FilingTextContent)
WHERE ftc.form_type CONTAINS 'SCHEDULE 13D'
RETURN c.ticker, ftc.form_type,
       substring(ftc.content, 0, 1500) as ownership_disclosure, r.created
ORDER BY r.created DESC
LIMIT 20

Foreign Private Issuer (6-K)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report)-[:HAS_FILING_TEXT]->(ftc:FilingTextContent)
WHERE ftc.form_type = '6-K'
RETURN c.ticker, substring(ftc.content, 0, 1500) as foreign_issuer_content, r.created
ORDER BY r.created DESC
LIMIT 20

Additional 8-K Event Sections

Results of Operations (Item 2.02 - Section)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'ResultsofOperationsandFinancialCondition'
RETURN c.ticker, r.created, substring(esc.content, 0, 2000) as earnings_announcement
ORDER BY r.created DESC
LIMIT 20

Other Events (Item 8.01)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'OtherEvents'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as other_event
ORDER BY r.created DESC
LIMIT 20

Shareholder Voting Results (Item 5.07)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'SubmissionofMatterstoaVoteofSecurityHolders'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as voting_results
ORDER BY r.created DESC
LIMIT 20

Financial Statements and Exhibits (Item 9.01)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'FinancialStatementsandExhibits'
RETURN c.ticker, r.created, substring(esc.content, 0, 1000) as exhibit_info
ORDER BY r.created DESC
LIMIT 20

Debt/Financial Obligations (Item 2.03)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'CreationofaDirectFinancialObligationoranObligationunderanOff-BalanceSheetArrangementofaRegistrant'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as debt_details
ORDER BY r.created DESC
LIMIT 20

Acquisitions/Dispositions (Item 2.01)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'CompletionofAcquisitionorDispositionofAssets'
RETURN c.ticker, r.created, substring(esc.content, 0, 2000) as transaction_details
ORDER BY r.created DESC
LIMIT 20

Material Impairments (Item 2.06)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'MaterialImpairments'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as impairment_details
ORDER BY r.created DESC
LIMIT 20

Bankruptcy/Receivership (Item 1.03)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'BankruptcyorReceivership'
RETURN c.ticker, r.created, substring(esc.content, 0, 2000) as bankruptcy_info
ORDER BY r.created DESC
LIMIT 20

Delisting Notices (Item 3.01)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'NoticeofDelistingorFailuretoSatisfyaContinuedListingRuleorStandard;TransferofListing'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as delisting_notice
ORDER BY r.created DESC
LIMIT 20

Executive Changes (Item 5.02)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'DepartureofDirectorsorCertainOfficers;ElectionofDirectors;AppointmentofCertainOfficers:CompensatoryArrangementsofCertainOfficers'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as executive_change
ORDER BY r.created DESC
LIMIT 20

Regulation FD Disclosure (Item 7.01)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'RegulationFDDisclosure'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as fd_disclosure
ORDER BY r.created DESC
LIMIT 20

Material Agreements (Item 1.01)

MATCH (c:Company)<-[:PRIMARY_FILER]-(r:Report {formType: '8-K'})-[:HAS_SECTION]->(esc:ExtractedSectionContent)
WHERE esc.section_name = 'EntryintoaMaterialDefinitiveAgreement'
RETURN c.ticker, r.created, substring(esc.content, 0, 1500) as agreement_details
ORDER BY r.created DESC
LIMIT 20

Get All Content for a Report

MATCH (c:Company {ticker: $ticker})<-[:PRIMARY_FILER]-(r:Report)
WHERE r.created > datetime() - duration('P30D')
OPTIONAL MATCH (r)-[:HAS_SECTION]->(esc:ExtractedSectionContent)
OPTIONAL MATCH (r)-[:HAS_EXHIBIT]->(ec:ExhibitContent)
OPTIONAL MATCH (r)-[:HAS_FINANCIAL_STATEMENT]->(fsc:FinancialStatementContent)
OPTIONAL MATCH (r)-[:HAS_FILING_TEXT]->(ftc:FilingTextContent)
RETURN c.ticker, r.formType, r.created,
       COUNT(DISTINCT esc) as section_count,
       COUNT(DISTINCT ec) as exhibit_count,
       COUNT(DISTINCT fsc) as financial_statement_count,
       COUNT(DISTINCT ftc) as filing_text_count,
       COLLECT(DISTINCT esc.section_name)[0..5] as sample_sections,
       COLLECT(DISTINCT ec.exhibit_number)[0..5] as sample_exhibits
ORDER BY r.created DESC
LIMIT 10

PIT-Safe Envelope Queries

Queries for PIT (Point-in-Time) mode. All use <= $pit (boundary-inclusive) and return the standard envelope format. Pass pit in the params dict alongside other Cypher parameters.

Filings in Date Range (PIT)

MATCH (c:Company {ticker: $ticker})<-[:PRIMARY_FILER]-(r:Report)
WHERE r.created >= $start_date AND r.created <= $pit
WITH r ORDER BY r.created DESC
WITH collect({
  available_at: r.created,
  available_at_source: 'edgar_accepted',
  accessionNo: r.accessionNo,
  formType: r.formType,
  items: r.items,
  created: r.created
}) AS items
RETURN items AS data, [] AS gaps

8-K Earnings Item 2.02 (PIT)

MATCH (c:Company {ticker: $ticker})<-[:PRIMARY_FILER]-(r:Report)
WHERE r.formType = '8-K'
  AND r.items CONTAINS 'Item 2.02'
  AND r.created <= $pit
WITH r ORDER BY r.created DESC
WITH collect({
  available_at: r.created,
  available_at_source: 'edgar_accepted',
  accessionNo: r.accessionNo,
  formType: r.formType,
  items: r.items,
  created: r.created
}) AS items
RETURN items AS data, [] AS gaps

Fulltext Search Sections (PIT)

CALL db.index.fulltext.queryNodes('extracted_section_content_ft', $query)
YIELD node, score
MATCH (node)<-[:HAS_SECTION]-(r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.created <= $pit
WITH r, node, score ORDER BY score DESC LIMIT 20
WITH collect({
  available_at: r.created,
  available_at_source: 'edgar_accepted',
  accessionNo: r.accessionNo,
  formType: r.formType,
  section_name: node.section_name,
  content_preview: left(node.content, 500),
  ft_score: score
}) AS items
RETURN items AS data, [] AS gaps

Fulltext Search Exhibits (PIT)

CALL db.index.fulltext.queryNodes('exhibit_content_ft', $query)
YIELD node, score
MATCH (node)<-[:HAS_EXHIBIT]-(r:Report)-[:PRIMARY_FILER]->(c:Company {ticker: $ticker})
WHERE r.created <= $pit
WITH r, node, score ORDER BY score DESC LIMIT 20
WITH collect({
  available_at: r.created,
  available_at_source: 'edgar_accepted',
  accessionNo: r.accessionNo,
  formType: r.formType,
  exhibit_number: node.exhibit_number,
  content_preview: left(node.content, 500),
  ft_score: score
}) AS items
RETURN items AS data, [] AS gaps

Latest Filing (PIT)

MATCH (c:Company {ticker: $ticker})<-[:PRIMARY_FILER]-(r:Report)
WHERE r.created <= $pit
WITH r ORDER BY r.created DESC LIMIT 5
WITH collect({
  available_at: r.created,
  available_at_source: 'edgar_accepted',
  accessionNo: r.accessionNo,
  formType: r.formType,
  items: r.items,
  created: r.created
}) AS items
RETURN items AS data, [] AS gaps

PIT-Safe Query Rules

Use r.created <= $pit (boundary-inclusive; items at PIT are valid)
NEVER include PRIMARY_FILER relationship properties (daily_stock, daily_macro, etc.)
Always include available_at: r.created and available_at_source: 'edgar_accepted'
Use collect({...}) to produce data[] array
Always RETURN items AS data, [] AS gaps
Pass pit in the params dict alongside other Cypher parameters
If query returns 0 results, the envelope {"data":[],"gaps":[]} passes the gate

Notes

Report.items is a JSON string. Use CONTAINS for item matching. Example: ["Item 2.02", "Item 9.01"].
Report.created is ISO string with timezone. Example: 2023-01-04T13:48:33-05:00.
Returns (daily_stock, daily_macro) live on PRIMARY_FILER relationship, not Report node.
market_session indicates pre/post/regular market timing.
For Item 2.02 (earnings), check EX-99.1 exhibit first - section usually just references it.
FinancialStatementContent.statement_type values: BalanceSheets, StatementsOfIncome, StatementsOfCashFlows, StatementsOfShareholdersEquity.
FilingTextContent.form_type values include: 425, 8-K, SCHEDULE 13D/A, 6-K, etc.
Key 10-K/10-Q section_name values: Business, RiskFactors, ManagementDiscussionandAnalysisofFinancialConditionandResultsofOperations, LegalProceedings, ExecutiveCompensation, Properties, ControlsandProcedures, Cybersecurity.
Key 8-K section_name values: ResultsofOperationsandFinancialCondition (2.02), OtherEvents (8.01), RegulationFDDisclosure (7.01), FinancialStatementsandExhibits (9.01).

Known Data Gaps

Date	Gap	Affected	Mitigation
2026-01-11	Missing exhibit content for some 8-K filings	Report:0000048465-25-000042 has 0 exhibits despite Item 9.01 listing EX-99	Check exhibit_count before querying; use News/Transcript for key figures

Version 2.1 | 2026-01-11 | Added self-improvement protocol