What's coming to 3spread
The datasets and endpoints we're working on, top to bottom. This is the plan, but as things evolve during the Public Beta our priorities may shift based on usage and feedback.
Live and available in Public Beta today
The backbone: a unified filing index, issuer and entity records, and coverage and freshness endpoints so you always know what's available.
- List and filter filings by entity, ticker, form type, SIC, and date (/v1/filings)
- Entity lookups by CIK plus coverage by issuer or filing family (/v1/entities, /v1/coverage)
- Freshness and change feeds (/v1/data-as-of, /v1/changes/{family})
- History spans the last 5 years at launch while we validate performance and quality
Standardized insider ownership and transaction data across Forms 3, 4, and 5.
- Transaction stream filterable by issuer, owner, transaction code, and date (/v1/insiders/transactions)
- Owner profiles, biographies, and per-filing detail (/v1/insiders/owners, /biography, /{filing_id})
- Derived buy/sell ratio endpoint (/v1/insiders/buy-sell-ratio)
Institutional positions and quarter-over-quarter changes from 13F filings.
- Holdings filterable by filer and security (/v1/institutional-holdings/holdings)
- Filing-level detail and entity index (/v1/institutional-holdings, /entities, /{filing_id})
Beneficial ownership stakes and intent from Schedule 13D and 13G filings.
- Ownership filings with entity and per-filing detail (/v1/beneficial-ownership, /entities, /{filing_id})
Portfolio holdings, fund census, money-market detail, and proxy voting records across the major fund filing types.
- Fund portfolio holdings stream and census (/v1/fund-portfolios/holdings, /v1/fund-census)
- Money-market fund NAV, flows, liquidity, and securities (/v1/money-market-funds/*)
- Proxy voting records (/v1/proxy-votes)
Private offerings, Reg A+ offerings, proposed insider sales, and registration statements.
- Form D private offerings filterable by issuer, industry, fund type, and offering size (/v1/private-offerings)
- Reg A+ offerings and Form 144 proposed sales (/v1/reg-a-offerings, /v1/proposed-sales)
- Registration statements across S-1, S-3, S-4, and more (/v1/registration-statements)
The start of our textual-data coverage: parsed, sectioned text from registration statements.
- Form types include S-1, S-3, S-4, S-11, F-1, and F-3
- Prospectus sections (risk factors, business, MD&A, use of proceeds, and more), split out and consistently labeled across filers
- Narrative text and embedded tables captured separately
- Early version: parsing on the long tail of older, less standardized filings is actively improving
What we're preparing to release
The full dataset of standardized, comparable financial statements: GAAP, ASC, and Regulation S-X compliant, broken down into the 25 GICS industry groups.
- GAAP, ASC, and Regulation S-X compliant
- Re-spread into the 25 GICS industry groups for consistent, comparable schemas across filers
- Detailed quality-scoring metrics and full source transparency on every figure
Extending history beyond the initial 5-year window, growing in blocks of 2 to 4 years as coverage expands.
- Each block lands as we apply community-reported fixes and review data quality
- Backfilling and re-processing run during off-peak hours to keep the live API fast
- Prioritized by real usage and feedback
On the horizon
Sectioned, parsed text from periodic reports and their amendments, in the same shape as registration statements.
- 10-K, 10-Q, and their associated amendments
- Sections like MD&A, risk factors, legal proceedings, and business descriptions, consistently labeled across filers
- Narrative text and embedded tables captured separately
Additional compute capacity is pending deployment to a data center when load and usage exceed what we can support through our current systems. This may require brief downtime during the Public Beta but will massively improve capacity.
- Better load distribution across our hardware
- Improved, lower latency on our APIs
Proxy statements as both structured data and parsed text.
- Structured: named-executive compensation, board, and proposal data
- Textual: sectioned proxy narrative, consistently labeled
Material events and their item codes, structured and parsed from 8-K filings.
- Event stream by issuer and item code
- Headline, body, and exhibit capture
We've been building for dozens more core SEC filing types than what you see here, and testing, validating, backfilling, and releasing each one takes time, so we'll keep this page updated as new datasets and tools are ready to roll out, or find their place on the roadmap.
Shape what's next. The fastest way to move a filing type or tool up the queue is to ask for it. Tell us what you need on Discord or through support.