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Finds stocks, 13F institutions, corporate insiders (Form 4 reporting persons) and politicians (members of the U.S. Congress). Tickers match exactly or by prefix, a CIK or a 9-character CUSIP matches exactly, and names need at least 2 characters. Superinvestors also match by fund or manager name, and large asset managers by their common name, such as Fidelity for FMR LLC, in English or Chinese. Politicians match by name, nickname, last name or bioguide ID, current members of Congress first.

Stocks come with the company in name, and active is false for a ticker that is no longer on the SEC's list (delisted or renamed). For institutions, detail is the manager of a superinvestor or "13F filer"; for insiders, it is their role and company. Insiders appear under their SEC names, last name first, for example "Cook Timothy D". Politicians are in the politicians group, with party (D, R or I), chamber, state, district and in_office.

The overview of one US-listed stock: SEC name, CIK, exchange, SIC industry and other share classes; open-market insider activity in the last 90 days (Form 4 codes P and S, non-derivative) as a number of filings and a USD total; institutional ownership for the latest complete 13F quarter, with the previous quarter for comparison; and the superinvestors that hold the stock.

A quarter counts as complete once its 45-day filing deadline has passed and the data is loaded. Share classes such as GOOG and GOOGL, or BRK.A and BRK.B, are separate tickers. A ticker that is no longer on the SEC's list keeps its page: delisted says whether the company has any listed common stock left, delisted_on is the delisting date from its Form 25 (null when not delisted or no Form 25 was found), and the 13F figures are for its last quarter with a full set of 13F holders, as f13.note explains.

financials summarizes the latest fiscal year and quarter (revenue, net income and free cash flow with their year-over-year growth, in the reporting currency) and short_interest the latest FINRA short interest (short shares, change, days to cover); each is null when there is no data.

market_cap is the company's market cap in USD: the latest daily close of its primary ticker (market_cap.ticker) times the shares outstanding on its latest 10-K or 10-Q cover page (shares, shares_as_of), adjusted for stock splits since then (split_factor, 1 = none), with the close_date used. No stock price is returned. When it is null, market_cap_unavailable gives the reason: no_price or stale_price (no close in the last 7 days), no_shares or stale_shares (no cover-page share count within about 400 days, common when the cover lists several share classes), foreign_filer (a Form 20-F filer whose US shares are usually ADSs), shares_mismatch (the cover-page share count does not match the listed shares: 13F holdings exceed 1.5 times it, or the company has several traded common lines whose closes differ by more than 1.25 times, as in multi-fund ETP trusts) or out_of_range (an implausible value, including a market cap below $1 million). Both are null when Livermore has no market cap row for the company.

One row per filing and transaction type. Same-day lots are combined (lots says how many), avg_price_usd is value-weighted, and shares_owned_after is the holding after the last lot. ownership_change_pct is the change in the insider's holding, or null for a new position.

A Form 4/A that restates only some lines of the original leaves the original's other transactions standing. They are listed under the amendment's accession, with the original's accession in carried_from and the original's filed_at and sec_url; carried_from is null on every other row.

With ticker or insider_cik, the whole history since July 2021 is searchable. Without either, the query covers the whole market and at most 30 days of filings; with no dates it covers the last 7 days, and note says when the range was narrowed. Transaction codes are explained in the glossary.

The same lists as the insider screens on the website. Windows count back from now by SEC filing time. Only non-derivative transactions count, and rows flagged as price outliers or without a ticker are left out. Cluster buys come back in companies; the other lists return trades with the same fields as get_insider_trades.

Each row gives shares, market value, pct_of_portfolio (the stock's share of that institution's 13F portfolio) and the change against the previous calendar quarter: action is new, added, reduced, unchanged or sold_out, plus share_change and share_change_pct. When the stock split between the two quarters, the previous quarter's shares are converted at the split ratio (split_factor) before comparing. The totals cover all holders, not just the current page.

Institutions that held the stock last quarter and filed this quarter without it are listed last as sold_out. Institutions that have not filed the quarter yet are not counted as sold out.

An institution or a curated superinvestor, looked up by SEC CIK: names (plus the manager and investment style for superinvestors), the newest 12 quarters it filed, its holdings for one quarter with changes against the previous calendar quarter, and the 10 largest positions sold out and option positions.

Portfolio value counts long positions and excludes options. If the institution did not file the previous quarter, changes and sold-out positions are not reported. Changes are converted for stock splits (split_factor on each holding), and a split that changed the CUSIP is one row under the new CUSIP. Securities without a ticker have url null.

Portfolio value (long positions, excluding options), number of positions, filing date and the 3 largest holdings, sorted by portfolio value, with Chinese names in name_zh and manager_zh. source_cik is set when the latest quarter was filed under a predecessor CIK.

Compares one quarter with the previous calendar quarter, for superinvestors that filed both. Added and reduced are decided by share count, not value, after converting the previous quarter's shares for stock splits (split_factor), and securities are merged by ticker (by CUSIP when there is no ticker).

Without superinvestor_cik it returns the stocks the most superinvestors bought (most_bought) and sold (most_sold), and the moves of each superinvestor (by_superinvestor). With superinvestor_cik it returns that superinvestor's moves, grouped by action.

Each holder has pct_of_class (the percent of the share class) and shares from its latest Schedule 13D or 13G, the change against the previous filing of the same position (previous_pct_of_class, and pct_of_class_change in percentage points; new_position is true for a first filing), the form, the filing and event dates, when the position was first filed and how many filings it has, with links to the holder's page and the SEC filing.

In a group filing each member reports the shares it counts as its own, so the figure is the largest single stake, not a sum. Share classes such as GOOG and GOOGL are split by the CUSIP in the filing. Holders stop filing after a company is acquired or delisted, and holders whose latest filing is an older SC 13D or SC 13G have no percent, so they are not counted.

13D is filed by holders who may seek to influence the company (activists) and 13G by passive holders; /A marks an amendment. Each row has the company, the filer (with the superinvestor name when it is one, and the number of reporting persons in a group filing), pct_of_class and shares, the change against the previous filing of the same position, below_5_pct for an exit or a drop below the threshold, the event date and links to livermore.club and the SEC.

With ticker or filer_cik the whole history is searchable. Otherwise the query covers the whole market and at most 365 days of filings; with no dates it covers the last 30 days, and note says when the range was narrowed. Older SC 13D and SC 13G filings (before December 18, 2024) are marked legacy and have no percent, shares or event date.

A Form 144 is a notice of a planned sale of restricted or control stock, not a completed sale. Each row has the company, the seller and their relationships to it, the shares to sell, the market value, the shares outstanding, the approximate sale date, the Rule 10b5-1 plan adoption date when given and the broker, with links to livermore.club and the SEC. Notices replaced by a Form 144/A are left out.

With ticker or seller_cik the whole history is searchable, and notices whose market value is clearly misreported are listed with value_outlier true. Otherwise the query covers the whole market and at most 365 days of filings (the last 30 days by default), and those notices are left out, as on the website.

One row per trade from House and Senate periodic transaction reports since 2020: the politician (politician_bioguide, politician_name, party, chamber, state), the asset and ticker, asset class, type, owner (self, spouse, joint or child), trade and filing dates, the filing delay in days, the amount range, the official source and links to the politician's and the stock's pages. totals summarize every trade that matches the filters, including the number of politicians.

Only listed securities are included by default: stocks (including ADRs), ETFs and options. asset=other returns Treasury bills and notes, municipal and corporate bonds, private companies, private funds, crypto and other assets, and asset=all returns everything.

Amounts are the statutory ranges members report: amount_min_usd to amount_max_usd, with amount_max_usd null for an “Over $X” range, and estimated volumes add up range midpoints. delay_days is null when the reported trade date is after the filing date (a typo, flagged by trade_date_error), and late is true for trades reported more than 45 days after the trade. Trades replaced by an amendment and duplicates are left out.

Looked up by bioguide ID or name: party, chamber, state and district, whether the politician is in office, the terms served, a profile (the official photo, the position, the district code, birthday and age, the official website, social accounts and Wikipedia, party leadership roles and, for politicians in office, current committee and subcommittee seats with titles), and statistics since 2020: trades, buys and sells, estimated volume, the median filing delay, late trades and the reports that contain them, the number of reports (and how many are paper or scanned) and the latest filing date, plus the 5 tickers the politician traded most.

The trade statistics and the tickers cover listed securities (stocks including ADRs, ETFs and options) unless asset says otherwise. unlisted_trades always counts the politician's trades in bonds, private holdings and other assets, and when there are no trades in the chosen assets, note explains how to get the others.

Use get_politician_trades with the bioguide ID for the trades themselves. Paper and scanned reports are listed on the politician's page, but their trades are not read, so they are not in the statistics.

Financial statements from the XBRL data in a company's 10-K, 10-Q, 20-F and 40-F filings, newest period first: the income statement, the balance sheet and the cash flow statement, plus the shares outstanding on the filings' cover pages. Each period has its source filing (form, filed_date, sec_url), reported_date (the first 8-K with Item 2.02 after the period), margins, year-over-year growth (yoy_pct), and derived and check_failed for values computed by subtraction or failing an accounting identity.

Amounts are in the company's reporting currency (currency), not always US dollars: TSMC reports in TWD. For other currencies usd_rate gives US dollars per unit at FRED H.10 rates: multiply income statement and cash flow amounts by usd_rate.average and balance sheet amounts by usd_rate.period_end.

Known gaps: foreign companies that file Form 20-F or 40-F have annual statements only; EPS and share counts are as filed, not adjusted for later stock splits (stock_splits lists the splits in the range); for ADRs, EPS is per ordinary share, not per ADS; Q4 and single-quarter cash flows are mostly derived by subtraction; banks' revenue may be interest income only; companies with several share classes may have no EPS or cover-page share count. note explains what applies to the company, including why it has no statements (ETFs and funds have none).

A company's SEC filings, or the whole market's, newest first: 10-K (including 10-KT), 10-Q, 8-K, 20-F and 40-F, each with its amendments. Each row has the form, the 8-K item codes with descriptions (2.02 results of operations, 4.02 non-reliance on previously issued financial statements, 5.02 departure or appointment of directors or officers), the filing date, the acceptance time, the period of report, the company, url (the company's filings page), sec_url (the main document on SEC.gov) and index_url (the filing index with every exhibit).

Livermore does not store the text of filings. To read what an 8-K reports, or a 10-K or 10-Q's business description, risk factors or management's discussion, fetch sec_url; an earnings press release (8-K Item 2.02) is usually exhibit EX-99.1 on index_url.

With ticker or cik, the company's whole history is searchable, including filings under a former CIK. Without either, the query covers the whole market (companies with a ticker) and at most 30 days of filing dates; with no dates it covers the last 7 days, and note says when the range was narrowed.

Four sections, newest first: short_interest (FINRA, twice a month since 2021: short shares, change, average daily volume, days to cover), short_volume (FINRA Reg SHO daily off-exchange short volume, last two years), fails_to_deliver (SEC, last two years: shares, the SEC's price and the value) and ats_weekly (FINRA weekly ATS and OTC volume per tier, since December 2021). Without dates you get 24 settlement dates of short interest (about a year), 30 trading days of short volume and of fails-to-deliver, and 12 weeks of ATS volume; with from or to, each section covers that range, up to 200 rows.

Short interest and daily short volume are different things: short volume counts the shares sold short on one day among off-exchange trades only, and short_volume_pct is not a sentiment indicator, because market makers' hedging short sales are normally around half of that volume. days_to_cover is null, with dtc_capped true, when FINRA reports its cap of 999.99. There is no short interest as a percent of float.

The same ranking as livermore.club/en/shorts: every stock's short interest on one settlement date (default the latest), with the change since the previous settlement date. Stocks with an average daily volume below min_avg_volume (default 100,000 shares) are left out, which keeps thinly traded stocks with huge percentage changes off the list. Rows with missing values, and with days to cover at FINRA's cap (dtc_capped), are listed last in either direction.

A date that is not a settlement date returns an error listing the latest ones, and every answer has the latest 12 in recent_settlement_dates. Rows whose FINRA symbol is not matched to a listed company have ticker and url null.

US-listed companies with a market cap, largest first (dir asc for smallest first), optionally between min_market_cap_usd and max_market_cap_usd (US dollars, both inclusive). Market cap is the latest daily close of the company's primary ticker times the shares outstanding on its latest 10-K or 10-Q cover page, adjusted for stock splits since then, and it is recalculated every US trading day after the close. No stock price is returned.

Companies without a market cap are not listed: no close in the last 7 days (OTC or halted stocks), no recent cover-page share count (common when the cover lists several share classes, such as Alphabet, Berkshire Hathaway or Meta), Form 20-F filers whose US shares are ADSs, share counts that do not match the listed shares (13F holdings far above the cover-page count, or multi-fund ETP trusts whose products share one cover-page count), and implausible values, including market caps below $1 million.

Each row has the priced ticker, name, exchange, SIC industry, market_cap_usd, close_date, shares, shares_as_of, split_factor and url. total counts every matching company and as_of is the newest close date. To research a company, follow up with get_stock, get_financials and get_insider_trades.

Finds stocks and ETFs listed on the Taiwan Stock Exchange (TWSE) or the Taipei Exchange (TPEx) that are still trading, by code, Chinese short or full name, or English name such as TSMC. Matches come in tiers: exact code, code prefix, exact short name, short name prefix, short name contains, then full or English names. Within a tier, companies come before ETFs, then larger market caps. 2330.TW and 2330.TWO are read as codes.

Each result has the code, the short and full names in Traditional Chinese, name_en, market (TWSE or TPEx), kind (stock, etf or other) and a link to tw.livermore.club, whose pages are in Traditional Chinese only. The US tools do not cover Taiwan listings, so start here for any Taiwan stock.

The overview of one Taiwan stock or ETF: company facts from TWSE, TPEx and MOPS; the latest quote with the P/E, P/B and dividend yield the exchanges publish, plus the percentage change and the market cap calculated by Livermore; the latest month of revenue; the latest quarter's revenue, profits, EPS, margins, growth, ROE and debt ratio; and five years of dividends with the latest ex-dividend date.

intro is a company profile written by AI from the company's latest annual report: products and their share of revenue, markets, customers, suppliers, competitors, industry position, results, outlook and milestones, in Traditional Chinese. It may contain errors, and the annual report's figures prevail. production_sites lists factories researched by AI from public sources, with coordinates; coordinates from OpenStreetMap come with the credit to show. industry_chains gives the company's segments in TPEx's industry value chains with up to 5 peers each.

Parts without data are null; ETFs and other securities usually have only the facts, the quote and dividends. Every Taiwan result has currency TWD and an attribution with the sources, the Open Government Data License and the fields Livermore calculated. Keep it when you present the data.

Revenue for each month, newest first, with the previous month, the same month a year earlier, the month-over-month, year-over-year and year-to-date changes, and the company's own explanation of the change in Traditional Chinese. Taiwanese companies report monthly revenue by the 10th of the following month. The percentages are reported by the company through MOPS, not calculated by Livermore. ETFs and other securities have none.

Financial statements since 2013 Q1, newest first: the latest 8 single quarters or 5 fiscal years. Each period has the income statement, the balance sheet and the cash flow statement in TWD, plus margins, year-over-year growth, ROE and the debt ratio calculated by Livermore.

Companies file Q4 only as the full year, so a single Q4 is derived by subtraction and Q4 EPS is full-year EPS minus the first three quarters; both are flagged. template is the industry format (general, bank, securities, financial holding, insurer or other), and revenue means something different in each, so do not compare revenue across formats. Insurers' revenue from 2026 follows IFRS 17 and cannot be compared with earlier years. Quarterly ROE is not annualized.

Day by day since 2021, newest first: open, high, low and close (raw prices, not adjusted for dividends), change, volume and value traded; buying and selling by foreign investors, investment trusts and dealers; margin purchases and short sales with their balances; short sales of borrowed securities; and foreign holding with its legal limit. All counts are shares.

Taiwan's daily prices are government open data, so they are returned. Margin, securities lending and foreign holding data arrive at about 10:30 PM Taiwan time, so on the latest day those parts can be null.

For TWSE and TPEx each: the total value traded and the number of companies up, down and flat, added up and counted by Livermore from the official quotes. Three rankings of companies, without ETFs: largest value traded, largest gains and largest losses in percent. A date without quotes, such as a weekend or a holiday, returns an error that names the latest trading day.

Net buying or selling by one type of institutional investor over a period ending on a recent trading day, companies only. Each row has the net shares, the estimated value (each day's net shares times that day's close), the last close and change, and the change over the period. The estimated value, the period change and multi-day totals are calculated by Livermore. The period can end on any of the latest 30 trading days with institutional data.

Companies listed on TWSE or TPEx and still trading, 100 per page, with the latest close and change, the published P/E and the market cap calculated by Livermore (the latest close times shares issued). The result lists every industry code with its Chinese name and number of companies, so a first call without an industry shows the codes: 24 is semiconductors, and etf lists ETFs instead of companies. Rows carry Chinese names only; use tw_get_stock for English names.

The 47 industry value chains of the TPEx Industry Value Chain Information Platform, such as semiconductors (D000), to find companies by what they do. Without chain, the list of chains with their number of companies; with chain, its upstream, midstream and downstream segments with the companies in each, listed companies by market cap first; with chain and segment, only that segment and its sub-segments. Names are in Traditional Chinese. The chain data is not government open data and is credited separately in the attribution.

The Form 4 filing-date range, the 13F quarters with market-wide data and the latest complete quarter, the number of superinvestors, the filing-date ranges of Schedule 13D, 13G and Form 144 and of the politicians' reports to Congress (congress), the date ranges of company filings, FINRA short interest, daily short volume, weekly ATS volume and SEC fails-to-deliver, the number of companies with financial statements, the number of companies with a market cap and the newest close date used (market_caps), the Taiwan stock data of the tw_ tools (taiwan: the latest date of each daily table, the latest month of revenue and quarter of financial statements, and where each dataset starts), the last successful updates, the update schedule and the server's usage limits. Each newer dataset is null until it is loaded and has its own last_updated. Call it to check whether a date or a quarter is covered.