Activist Filings

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Live SEC Schedule 13D and 13G ownership filings - activist stakes, 5% owners, amendments and exits - read directly from EDGAR by ORTEX, typically within minutes of the filing hitting the SEC.

Each row carries the subject company, the reporting filer with an ORTEX-hosted image URL, the percent of class held and its change versus the filer's prior filing, and a link to the filing on sec.gov.

Available Data Points:

  • Company / Exchange / Ticker: The subject company of the filing.
  • Filed Date / Event Date: When the filing was made, and the transaction date it discloses.
  • Filing Type: 13D, 13G, amendments (/A), and 13G>13D for a passive holder turning activist.
  • Filer Name / Filer CIK: The reporting person and their stable SEC identifier.
  • Filer Image URL: The filer's portrait or logo, hosted on the ORTEX CDN (empty when none is available).
  • Percent Of Class: The stake disclosed in the filing.
  • Percent Change: The change versus the same filer's prior filing on the same company.
  • Shares Owned: Aggregate shares beneficially owned.
  • SEC URL: The filing's index page on sec.gov.
  • Filer Kind: 'Active', or 'Passive giant' for index-fund mega-managers.

Filtering

from_date/to_date bound the filed date (both optional; the window may span at most one year and defaults to the year to today). filingType, ticker, filerName and filerKind narrow the feed; filerKind=Active removes the passive mega-manager noise so only genuinely activist filings remain.

13G>13D conversions

When a filer who previously held a stock passively (13G) files a 13D on it, the filing type reads 13G>13D - the moment a passive holder turns activist, which is the highest-signal event in this dataset.

Try it out! You can test the API with the trial key TEST. Simply include it in your request headers; either here, or add the header "Ortex-Api-Key": "TEST" to your http request.

Trial key restrictions: Trial keys may be limited to a specific date range and set of regions. Requests outside the allowed regions or entirely outside the allowed date range are rejected; a date window that partially overlaps the allowed range is trimmed to it, reported in meta.restriction.

Get full access! Get a key at app.ortex.com/apis

Query Params
string

'Active' excludes the passive index-fund mega-managers; 'Passive giant' returns only them.

string

Filer name (case-insensitive substring match).

string

Schedule type. Amendments carry the /A suffix; 13G-to-13D conversions read 13G>13D.

string
enum
Defaults to json

Response format. "json" (default) or "csv".

Allowed:
date

Inclusive earliest filed date. Format: YYYY-MM-DD. Defaults to one year before to_date.

integer

Page number within the paginated result set. Must be >= 1. Defaults to 1.

integer

Number of rows per page. The default and the maximum allowed depend on the API tier; values above the tier maximum are clamped down to it.

string

Stock ticker of the subject company.

date

Inclusive latest filed date (defaults to today). Format: YYYY-MM-DD. The window may span at most one year.

Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

Language
Credentials
Header
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Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json
text/csv