Kaleidoscope API Documentation

Authentication

All requests require an API key.

Inputs

Parameter	Type	Description
API-KEY	String	Generated through the developer portal (Required)

cURL

Python

JavaScript

JSON

Free Tier: 300 queries/day

Filing Search

Search over 18M SEC filings with keywords, Boolean expressions, and 20+ filters.

Parameters

Parameter	Type	Description
identifier	String	Restrict results to ticker, CIK (Required)
content	String	Content to search against. Available values: sec, exhibits, agreements (Required)
limit	Int	Limit results
start	Int	Used as a way to page through data. If end is 100 then the next start be 100
sd	Int	Start from a date with a timestamp (Unix Timestamp)
ed	Int	End at a date with a timestamp (Unix Timestamp)
exp	String	Boolean expression
form	String	Restrict results to passed form(s). Use ; between forms to pass more than one form

cURL

Python

JavaScript

JSON

Holdings

Retrieve equity holdings from Form 13F filings for institutional managers with $100M+ in assets.

Parameters

Parameter	Type	Description
identifier	String	Restrict results to cusip, ticker, CIK (Required)
type	String	Format: HTML, PDF, Word, XLS, XBRL, XBRL-HTML (Required)
limit	Int	Limit results

cURL

Python

JavaScript

JSON

[
  {
    "acc": "0001600035-23-000004",
    "cusip": "037833100",
    "diff_value": 7402583,
    "diff_votingAuthority_Total": -11217,
    "hccn": "STONEBRIDGE CAPITAL ADVISORS LLC",
    "hcik": 1600035,
    "id": "0001600035-23-000004|921",
    "ides": "SOLE",
    "issuer": "APPLE INC COM",
    "per": 1688083200,
    "per_sshp": -3.4043315163949353,
    "per_value": 13.624392743559541,
    "per_votingAuthority_Total": -3.4043315163949353,
    "prev_value": 54333306,
    "prev_votingAuthority_Total": 329492,
    "pt": 941287911,
    "sshp": 318275,
    "sspt": "SH",
    "stamp": 1692748800,
    "toc": "Stock",
    "val": 61735889,
    "vnone": 0,
    "vshare": 0,
    "vsole": 318275,
    "vtotal": 318275
  },
  {
    "acc": "0001990195-23-000011",
    "cusip": "037833100",
    "diff_value": 1418783,
    "diff_votingAuthority_Total": -8751,
    "hccn": "RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC",
    "hcik": 1990195,
    "id": "0001990195-23-000011|75",
    "ides": "SOLE",
    "issuer": "Apple Inc",
    "per": 1688083200,
    "per_sshp": -8.164141225647532,
    "per_value": 8.028020094961276,
    "per_votingAuthority_Total": -8.165074270359035,
    "prev_value": 17672888,
    "prev_votingAuthority_Total": 107176,
    "pt": 239507250,
    "sshp": 98426,
    "sspt": "SH",
    "stamp": 1692748800,
    "toc": "Stock",
    "val": 19091671,
    "vnone": 0,
    "vshare": 0,
    "vsole": 98425,
    "vtotal": 98425
  }
]

Form D - Private Securities Offerings

Access exempt registrations for small companies and funds pre-IPO.

Parameters

Parameter	Type	Description
identifier	String	Restrict results to acc, CIK (Required)
limit	Int	Limit results

cURL

Python

JavaScript

JSON

{
  "count": 1,
  "items": [
    {
      "acc": "0000919574-13-005814",
      "cik": "0001452994",
      "issuerList": [],
      "offeringData": {
        "businessCombinationTransaction": {
          "clarificationOfResponse": null,
          "isBusinessCombinationTransaction": "false"
        },
        "durationOfOffering": {
          "moreThanOneYear": "true"
        },
        "federalExemptionsExclusions": [
          "06b",
          "3C",
          "3C.1"
        ],
        "industryGroup": {
          "industryGroupType": "Pooled Investment Fund",
          "investmentFundInfo": {
            "investmentFundType": "Hedge Fund",
            "is40Act": "false"
          }
        },
        "investors": {
          "hasNonAccreditedInvestors": "false",
          "totalNumberAlreadyInvested": "82"
        },
        "issuerSize": {
          "aggregateNetAssetValueRange": "Decline to Disclose"
        },
        "minimumInvestmentAccepted": null,
        "offeringSalesAmounts": {
          "clarificationOfResponse": null,
          "totalAmountSold": "168811146",
          "totalOfferingAmount": "Indefinite",
          "totalRemaining": "Indefinite"
        },
        "salesCommissionsFindersFees": {
          "clarificationOfResponse": null,
          "findersFees": {
            "dollarAmount": "0",
            "isEstimate": "true"
          },
          "salesCommissions": {
            "dollarAmount": "0",
            "isEstimate": "true"
          }
        },
        "salesCompensationList": [],
        "signatureBlock": [
          {
            "issuerName": "HORSEMAN EUROPEAN SELECT FUND, L.P.",
            "nameOfSigner": "Kevin Blanchfield",
            "signatureDate": "2013-10-10",
            "signatureName": "/s/Kevin Blanchfield",
            "signatureTitle": "Director of the General Partner of the Issuer"
          },
          {
            "issuerName": "HORSEMAN EUROPEAN SELECT FUND, L.P.",
            "nameOfSigner": "Kevin Blanchfield",
            "signatureDate": "2013-10-10",
            "signatureName": "/s/Kevin Blanchfield",
            "signatureTitle": "Director of the General Partner of the Issuer"
          }
        ],
        "typeOfFiling": {
          "dateOfFirstSale": {
            "dateOfFirstSale": "2008-01-01"
          },
          "newOrAmendment": {
            "isAmendment": "true",
            "previousAccessionNumber": "0000919574-12-005654"
          }
        },
        "typesOfSecuritiesOffered": {
          "isPooledInvestmentFundType": "true"
        },
        "useOfProceeds": {
          "clarificationOfResponse": null,
          "grossProceedsUsed": {
            "dollarAmount": "0",
            "isEstimate": "true"
          }
        }
      },
      "primaryIssuer": {
        "ccc": null,
        "cik": "0001452994",
        "edgarPreviousNameList": {
          "previousName": "HORSEMAN EUROPEAN SELECT FUND LP"
        },
        "entityName": "HORSEMAN EUROPEAN SELECT FUND, L.P.",
        "entityType": "Limited Partnership",
        "entityTypeOtherDesc": null,
        "issuerAddress": {
          "city": "LONDON",
          "stateOrCountry": "X0",
          "stateOrCountryDescription": "UNITED KINGDOM",
          "street1": "Horseman Capital International Limited",
          "street2": "9 CHESTER CLOSE",
          "zipCode": "SW1X 7BE"
        },
        "issuerPhoneNumber": "44 (0)20 7838 7580",
        "issuerPreviousNameList": null,
        "jurisdictionOfInc": "DELAWARE",
        "yearOfInc": {
          "overFiveYears": "true"
        }
      },
      "relatedPersonsList": [
        {
          "relatedPersonAddress": {
            "city": "London",
            "stateOrCountry": "X0",
            "stateOrCountryDescription": "UNITED KINGDOM",
            "street1": "c/o Horseman Capital Management, L.P.",
            "street2": "9 Chester Close",
            "zipCode": "SW1X 7BE"
          },
          "relatedPersonName": {
            "firstName": "John",
            "lastName": "Horseman"
          },
          "relatedPersonRelationshipList": [
            "Director"
          ]
        },
        {
          "relatedPersonAddress": {
            "city": "New York",
            "stateOrCountry": "NY",
            "stateOrCountryDescription": "NEW YORK",
            "street1": "c/o Meteora Partners, LLC",
            "street2": "11 Broadway, Suite 965",
            "zipCode": "10004"
          },
          "relatedPersonName": {
            "firstName": "Kevin",
            "lastName": "Blanchfield"
          },
          "relatedPersonRelationshipList": [
            "Director"
          ]
        },
        {
          "relatedPersonAddress": {
            "city": "New York",
            "stateOrCountry": "NY",
            "stateOrCountryDescription": "NEW YORK",
            "street1": "19 East 88 Street",
            "zipCode": "10128"
          },
          "relatedPersonName": {
            "firstName": "Marsha",
            "lastName": "Roth"
          },
          "relatedPersonRelationshipList": [
            "Director"
          ]
        },
        {
          "relatedPersonAddress": {
            "city": "Athens",
            "stateOrCountry": "J3",
            "stateOrCountryDescription": "GREECE",
            "street1": "KO 4A Voula",
            "zipCode": "16673"
          },
          "relatedPersonName": {
            "firstName": "Paschalis",
            "lastName": "Economidis"
          },
          "relatedPersonRelationshipList": [
            "Director"
          ]
        }
      ]
    }
  ]
}

Form C - Crowdfunding

Retrieve crowdfunding offering statements filed via Form C.

Parameters

Parameter	Type	Description
identifier	String	Restrict results to acc, CIK (Required)
limit	Int	Limit results

cURL

Python

JavaScript

JSON

{
  "count": 1,
  "items": [
    {
      "acc": "0001665160-19-000404",
      "annualReportDisclosureRequirements": {
        "actReceivedMostRecentFiscalYear": "16802.00",
        "actReceivedPriorFiscalYear": "0.00",
        "cashEquiMostRecentFiscalYear": "21269.00",
        "cashEquiPriorFiscalYear": "0.00",
        "costGoodsSoldMostRecentFiscalYear": "0.00",
        "costGoodsSoldPriorFiscalYear": "0.00",
        "currentEmployees": "1",
        "issueJurisdictionSecuritiesOffering": [
          "AL",
          "AK",
          "AZ",
          "AR",
          "CA",
          "CO",
          "CT",
          "DC",
          "DE",
          "FL",
          "GA",
          "HI",
          "ID",
          "IL",
          "IN",
          "IA",
          "KS",
          "KY",
          "LA",
          "ME",
          "MD",
          "MA",
          "MI",
          "MN",
          "MS",
          "MO",
          "MT",
          "NE",
          "NV",
          "NH",
          "NJ",
          "NM",
          "NY",
          "NC",
          "ND",
          "OH",
          "OK",
          "OR",
          "PA",
          "PR",
          "RI",
          "SC",
          "SD",
          "TN",
          "TX",
          "UT",
          "VT",
          "VA",
          "WA",
          "WV",
          "WI",
          "WY"
        ],
        "longTermDebtMostRecentFiscalYear": "0.00",
        "longTermDebtPriorFiscalYear": "0.00",
        "netIncomeMostRecentFiscalYear": "-147186.00",
        "netIncomePriorFiscalYear": "0.00",
        "revenueMostRecentFiscalYear": "0.00",
        "revenuePriorFiscalYear": "0.00",
        "shortTermDebtMostRecentFiscalYear": "0.00",
        "shortTermDebtPriorFiscalYear": "0.00",
        "taxPaidMostRecentFiscalYear": "0.00",
        "taxPaidPriorFiscalYear": "0.00",
        "totalAssetMostRecentFiscalYear": "38071.00",
        "totalAssetPriorFiscalYear": "0.00"
      },
      "cik": "0001744851",
      "issuerInformation": {
        "commissionCik": "0001665160",
        "commissionFileNumber": "007-00007",
        "companyName": "StartEngine Capital, LLC",
        "isAmendment": "true",
        "issuerInfo": {
          "issuerAddress": {
            "city": "Sagle",
            "stateOrCountry": "ID",
            "street1": "273 Birch Banks",
            "zipCode": "83860"
          },
          "issuerWebsite": "www.rhino-hide.com",
          "legalStatus": {
            "dateIncorporation": "06-13-2018",
            "jurisdictionOrganization": "ID",
            "legalStatusForm": "Limited Liability Company",
            "legalStatusOtherDesc": null
          },
          "nameOfIssuer": "Rhino Hide LLC"
        },
        "natureOfAmendment": "Issuer has updated its offering with full year 2018 financials and extended the end date of the offering."
      },
      "offeringInformation": {
        "compensationAmount": "6 percent",
        "deadlineDate": "06-24-2019",
        "descOverSubscription": [
          "At issuer's discretion"
        ],
        "financialInterest": "N/A",
        "maximumOfferingAmount": "1070000.00",
        "noOfSecurityOffered": "10000",
        "offeringAmount": "10000.00",
        "overSubscriptionAccepted": "Y",
        "overSubscriptionAllocationType": "Other",
        "price": "1.00000",
        "priceDeterminationMethod": "N/A",
        "securityOfferedOtherDesc": null,
        "securityOfferedType": "Common Stock"
      },
      "signatureInfo": {
        "issuerSignature": {
          "issuer": "Rhino Hide LLC",
          "issuerSignature": "Jason Giddings",
          "issuerTitle": "CEO, Principal Executive Officer and Manager, Principal Financial Officer and Principal Accounting Officer"
        },
        "signaturePersons": [
          {
            "personSignature": "Jason Giddings",
            "personTitle": "CEO, Principal Executive Officer and Manager, Principal Financial Officer and Principal Accounting Officer",
            "signatureDate": "04-24-2019"
          }
        ]
      }
    }
  ]
}

Form 144 - Restricted Sales

Retrieve Form 144 filings for proposed sales of restricted or control securities by providing an identifier (accession number, timestamp, SEC file number, or issuer CIK) and optional filters.

Parameters

Parameter	Type	Description
identifier	String	Unique identifier: accession number (e.g., '0001234567-23-000123'), timestamp (e.g., '1234567890'), SEC file number (e.g., '001-40244'), or issuer CIK (e.g., '0001840776') (Required)
name_of_person	String	Name of the insider (e.g., 'KAUFFMAN ROBERT I')
notice_date	String	Exact notice date of the filing (format: YYYY-MM-DD, e.g., '2025-04-28')
notice_date_gte	String	Start date for notice date range (format: YYYY-MM-DD, e.g., '2025-04-01')
notice_date_lte	String	End date for notice date range (format: YYYY-MM-DD, e.g., '2025-04-30')
securities_exchange_name	String	Stock exchange (e.g., 'NYSE', 'NASDAQ')
broker_name	String	Broker name (e.g., 'Merrill Lynch')
issuer_city	String	City of the issuer (e.g., 'TRAVERSE CITY')
limit	Int	Number of results to return (1 to 10000, default=50)
offset	Int	Starting index for pagination (default=0)
sort_by	String	Sort field: 'notice_date' or 'acc_stamp' (default='notice_date')
sort_order	String	Sort order: 'asc' or 'desc' (default='desc')

cURL

Python

JavaScript

JSON

{
  "total": {
    "value": 5,
    "relation": "eq"
  },
  "data": [
    {
      "acc": "0001234567-23-000123",
      "acc_stamp": 1234567890,
      "filer_info": {
        "filer_credentials": {
          "cik": "0001124462",
          "ccc": "XXXXXXXX"
        },
        "live_test_flag": "LIVE",
        "contact": {},
        "flags": {
          "override_internet_flag": false
        },
        "notifications": {
          "notification_email": []
        }
      },
      "form_data": {
        "issuer_info": {
          "issuer_cik": "0001840776",
          "issuer_name": "Hagerty, Inc.",
          "sec_file_number": "001-40244",
          "issuer_address": {
            "city": "TRAVERSE CITY",
            "state_or_country": "MI",
            "zip_code": "49684",
            "street1": "121 DRIVERS EDGE",
            "street2": ""
          },
          "issuer_contact_phone": "800-922-4050",
          "name_of_person_for_whose_account_the_securities_are_to_be_sold": "KAUFFMAN ROBERT I",
          "relationships_to_issuer": {
            "relationship_to_issuer": ["Director"]
          }
        },
        "securities_information": [
          {
            "securities_class_title": "Common",
            "broker_or_market_maker_details": {
              "name": "Merrill Lynch",
              "address": {
                "street1": "200 Park Ave, 13th Fl",
                "street2": "",
                "city": "New York",
                "state_or_country": "NY",
                "zip_code": "10166"
              }
            },
            "no_of_units_sold": 1149,
            "aggregate_market_value": 10364.0,
            "no_of_units_outstanding": 90032391,
            "approx_sale_date": "2025-04-25",
            "securities_exchange_name": "NYSE"
          }
        ],
        "securities_to_be_sold": [],
        "notice_signature": {
          "notice_date": "2025-04-28",
          "plan_adoption_dates": {
            "plan_adoption_date": ["2024-08-09"]
          },
          "signature": "Robert I. Kauffman"
        },
        "documents": [],
        "remarks": "",
        "nothing_to_report_flag_on_securities_sold_in_past_3_months": "N",
        "securities_sold_in_past_3_months": []
      }
    }
  ]
}

Free Tier: Limited daily queries, access to recent filings.

Insider Transactions

Fetch insider transaction details for non-derivative and derivative securities.

Parameters

Parameter	Type	Description
identifier	String	Restrict results to ticker, CIK (Required)
limit	Int	Limit results
start	Int	Start results from
sd	String	Start date
ed	String	End date

Parameter	Type	Description
identifier	String	Restrict results to ticker, CIK (Required)
limit	Int	Limit results

Authentication

Inputs

SEC Filings

Filing Search

Parameters

Holdings

Parameters

Form D - Private Securities Offerings

Parameters

Form C - Crowdfunding

Parameters

Form 144 - Restricted Sales

Parameters

Insider Transactions

Parameters

Compensation Summary

Parameters

Compensation Director

Parameters

Corporate Actions

Parameters

Stocks

Stock Real-Time

Parameters

Stock Historical

Parameters

SEDAR

SEDAR

Parameters

Press Releases

Press Releases

Parameters

Error Codes

General Error Codes