| name | 8-k-scanner |
| description | Scan SEC 8-K disclosures across a single ticker or a watchlist using Massive's pre-parsed disclosure taxonomy. Groups the underlying rows by filing (one 8-K carries N tagged Items), ranks by signal bucket (M&A / Restatement / Material agreement / Regulatory / Leadership change / Capital / Earnings / Corporate housekeeping / Other), and surfaces the highest-signal filings at the top with the supporting text quoted. Use when a PM or analyst asks "what material events hit my names this week?" Requires Stocks Basic. Runs on the free tier. |
8-k-scanner
You hand over a ticker or a watchlist. The skill pulls every 8-K
disclosure filed against those issuers over the lookback window,
groups the taxonomy rows into filings (one 8-K = many tagged Items,
one accession number), ranks by signal bucket (M&A / Restatement /
Material agreement / Regulatory / Leadership change / Capital /
Earnings / Corporate housekeeping / Other), and surfaces the
high-signal filings first with the supporting text quoted.
This is the "what materially happened this week" read a PM does by
skimming SEC filings each morning. It works because Massive already
parses and taxonomically classifies every Item in every 8-K into a
three-tier taxonomy (primary, secondary, tertiary). No text NLP on
our side.
When to invoke
- A PM asks "any material 8-Ks on my watchlist this week?"
- A trader wants a Monday-morning M&A scan across a sector basket
- A credit analyst wants to catch restatements, going-concern
disclosures, or debt-covenant events across a portfolio
- The user says "8-K scan", "material events", "any deals or
leadership changes", "did anyone in my book file an 8-K"
Not for: single-item drill-down on one specific 8-K (use the
underlying /8-K/vX/text endpoint or read the filing on EDGAR).
Not for the full 8-K narrative (this quotes supporting text at
~220 chars per Item).
What you need
- A ticker or watchlist (
--tickers, required, comma-separated)
MASSIVE_API_KEY exported in the environment- Stocks Basic plan minimum. The
/stocks/filings/8-K/vX/disclosures endpoint is included on
every Stocks plan.
Optional:
--lookback-days (default 30): calendar-day window back from today.--categories: comma-separated primary_category values to filter
to (e.g. strategic_transactions,leadership_and_governance).
What you get back
Two output layers from one run.
Layer 1: canonical JSON matching output-schema.json.
Per-filing block includes accession_number, filing_date,
tickers, filing_url, and every tagged categories[] tuple
(primary, secondary, tertiary, supporting_text). Top level
gives by_bucket (M&A / Leadership / etc counts), by_ticker
(per-name filing count with bucket breakdown), and
by_primary_category (raw category counts).
Layer 2: rendered note. Header + by-signal one-liner + filings
grouped by signal bucket in priority order, most-recent-first
within a bucket. Each filing lists its tagged Items with the
supporting text quoted. One-line Take at the end. See
references/rendering.md.
How it works
- Pull disclosures for the watchlist via
GET /stocks/filings/8-K/vX/disclosures?tickers.any_of={T1,T2,...}&filing_date.gte={D}&limit=1000&sort=filing_date.desc.
Massive returns one row per (accession, tagged Item) so a single
8-K with three Items produces three rows sharing an
accession_number.
- Group by accession_number. Union of tagged tuples per filing;
deduplicated
(primary, secondary, tertiary) triples with the
supporting text preserved.
- Assign a headline signal bucket based on the first primary
category the filing hits from the ranked bucket list. Buckets in
descending priority: M&A / Strategic → Restatement / Restructuring
→ Material agreement → Regulatory / Legal → Leadership change →
Capital / Debt → Earnings / Guidance → Corporate housekeeping →
Other.
- Sort filings by bucket priority first, then filing date
descending within a bucket. The reader sees the highest-signal
filings up top and can stop reading once they hit routine items.
- Take. One line summarizing which signal buckets fired.
Taxonomy reference: full primary/secondary/tertiary list at
/stocks/taxonomies/vX/disclosures. See
references/methodology.md for the
signal-bucket ranking.
Foundations used
Output mode: note
Narrative note. A watchlist-scale scan produces a small number of
filings (typically 5-50 for 30 days on 5-15 tickers); a wide table
would lose the supporting-text quotes that let a reader triage the
filing without opening EDGAR.
Endpoints used
GET /stocks/filings/8-K/vX/disclosures?tickers.any_of={T}&filing_date.gte={D}
All 8-K disclosure rows for the ticker set in the window.
Paginated; one call per page.
Doesn't handle (yet)
- Full 8-K text. The skill uses the
disclosures endpoint
(categorized Item excerpts). Full plain-text 8-K bodies live at
/stocks/filings/8-K/vX/text and would be a natural companion
for a "read the whole filing" flow.
- Sentiment scoring on 8-K text. No positive/negative label per
filing. Loughran-McDonald finance dictionary scoring would be a
clean PR extension for a
filing-sentiment skill; queued.
- Base rate context. No per-name "typical 8-K cadence." An
activist target that files 3 8-Ks in a week is different from
AAPL doing the same. Queued.
- Cross-reference to price reaction. A chain with
event-study
would compute the abnormal-return distribution around each 8-K by
category. Queued.
- Watchlist-of-watchlists. No group naming or per-group summary
yet. Callers who want to run against 3 sector baskets do 3 runs.
These are clean PR extensions. The output schema is
forward-compatible.
