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Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/OctagonAI/skills --skill sec-amendments-review命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
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| name | sec-amendments-review |
| description | Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings. |
Review amendments to SEC filings and identify material changes or corrections for public companies using the Octagon MCP server.
Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
Determine the following before querying:
Use the octagon-agent tool with a natural language prompt:
Review recent amendments to SEC filings for <TICKER> and identify material changes or corrections.
MCP Call Format:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt"
The agent returns structured amendment analysis including:
Recent Amendments:
Related Filings:
Data Sources: octagon-sec-agent, octagon-web-search-agent
See references/interpreting-results.md for guidance on:
General Amendment Review:
Review recent amendments to SEC filings for AMZN and identify material changes or corrections.
10-K Amendments:
Has TSLA filed any 10-K/A amendments in the past year and what changes were made?
Restatement Search:
Identify any financial restatements or 10-Q/A amendments filed by META in 2025.
S-1 Amendment Tracking:
Track the S-1/A amendments filed by Reddit during their IPO process.
8-K Corrections:
Find any 8-K/A amendments for NVDA that corrected prior disclosures.
Proxy Amendments:
Review DEF 14A amendments for AAPL and identify changes to compensation disclosures.
| Form | Original | Amendment |
|---|---|---|
| Annual Report | 10-K | 10-K/A |
| Quarterly Report | 10-Q | 10-Q/A |
| Current Report | 8-K | 8-K/A |
| Transition Report | 10-KT | 10-KT/A |
| Form | Original | Amendment |
|---|---|---|
| IPO Registration | S-1 | S-1/A |
| Shelf Registration | S-3 | S-3/A |
| M&A Registration | S-4 | S-4/A |
| Employee Plans | S-8 | S-8/A |
| Form | Original | Amendment |
|---|---|---|
| Definitive Proxy | DEF 14A | DEFA14A |
| Preliminary Proxy | PRE 14A | PREA14A |
| Contested Proxy | DEFC14A | N/A |
| Form | Description |
|---|---|
| Form 144/A | Amended proposed securities sale |
| Schedule 13D/A | Amended beneficial ownership (>5%) |
| Schedule 13G/A | Amended passive investor disclosure |
| Form 3/A, 4/A, 5/A | Amended insider ownership |
| Reason | Severity |
|---|---|
| Accounting Error | High |
| Revenue Recognition | High |
| Expense Timing | Medium |
| Classification Error | Medium |
| Rounding/Typo | Low |
| Reason | Typical Content |
|---|---|
| Additional Information | Expanded details |
| Clarification | Improved explanation |
| Correction | Fixed errors |
| Subsequent Events | New developments |
| Exhibit Updates | New or corrected exhibits |
| Reason | Purpose |
|---|---|
| SEC Comments | Response to staff review |
| Pricing Update | Final terms |
| Financial Update | More recent financials |
| Material Change | Business developments |
| Risk Factor Update | New risks identified |
| Type | Indicators |
|---|---|
| Restatement | Changed reported numbers |
| Control Weakness | Internal control issues |
| Regulatory | Government action response |
| Legal | Litigation developments |
| M&A | Deal term changes |
| Type | Indicators |
|---|---|
| Clarification | Expanded disclosure |
| Reclassification | Changed categories |
| Exhibit | New supporting documents |
| Officer | Management updates |
| Type | Indicators |
|---|---|
| Typographical | Spelling, formatting |
| Administrative | Signatures, dates |
| Cross-reference | Citation fixes |
| Exhibit | Technical corrections |
| Amendment | Typical Content |
|---|---|
| S-1/A #1 | SEC comment responses |
| S-1/A #2 | Additional responses, updates |
| S-1/A #3+ | Further refinements |
| Final S-1/A | Pricing, final terms |
| Section | What Changes |
|---|---|
| Risk Factors | New risks, updated language |
| Financials | More recent quarters |
| Valuation | Price range updates |
| Use of Proceeds | Refined allocation |
| Shares Offered | Final share count |
| Reason | Frequency |
|---|---|
| Restatement | Uncommon, serious |
| Control Disclosure | Moderate |
| Exhibit Filing | Common |
| Signature | Common |
| XBRL Correction | Common |
| Change | How to Assess |
|---|---|
| Revenue | Compare restated vs. original |
| Earnings | Impact on EPS, net income |
| Balance Sheet | Asset/liability changes |
| Cash Flow | Operating cash adjustments |
| Ratios | Covenant, metric impacts |
| Purpose | Content |
|---|---|
| Correction | Fix errors in original |
| Additional Info | Complete disclosure |
| Exhibit | Add omitted documents |
| Financial Statements | Required within 71 days |
| Timing | Interpretation |
|---|---|
| Same day | Quick correction |
| Within week | Discovered error |
| Within month | Deliberate update |
| Extended | Potential concern |
Track over time:
Compare to industry:
Compare versions: Use SEC compare tools to see exact changes.
Read cover page: Amendment reason often stated upfront.
Check exhibits: Often key documents added/corrected.
Note timing: Gaps between filings reveal issues.
Track patterns: Recurring amendments signal problems.
Cross-reference 8-Ks: Material amendments often disclosed.
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