tapewire.

From disclosure to dataframe

Market research.
Without the plumbing.

Resolve an identity. Read its disclosures. Take the data into your research. One API, with the source always attached.

Get an API keyDownload OpenAPI

Base URL https://api.tapewire.io JSON · UTF-8 · HTTPS

Your first request

Fetch the latest insider filings, including amendments. No company identifier needed.

curl
curl --get 'https://api.tapewire.io/sec-edgar/filings' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY" \
  --data-urlencode 'form_type=4,4/A' \
  --data-urlencode 'limit=2'

Successful list responses use dataset-specific keys: filings, transactions, matches, or data. Don’t assume a universal envelope.

Authentication

Create a named key in API keys. Send it in the Authorization: Bearer … header. Keys are shown once, can be revoked individually, and must stay on your server—not in browser JavaScript or a URL.

Send a key to attribute requests to your account. Subscription-protected endpoints require a verified email and an active Personal API subscription. There is no per-request billing.

Keep concurrency modest and prefer exports for bulk research. A response failure is not permission to retry in a tight loop: retry transient 5xx errors with exponential backoff and jitter; honor Retry-After if returned.

Identity and time are part of the query

Entity ≠ security ≠ ticker

A company can issue multiple securities, with multiple listings. A ticker can change meaning. Resolve it, inspect the candidates, then keep the stable entity ID.

Transaction date ≠ publication

from/to filter when a transaction occurred. as_of limits the SEC acceptance timestamp. Never use transaction date as the information cutoff in a backtest.

On transaction endpoints, as_of=2026-09-04 means the end of September 4 UTC. A timestamp such as 2026-09-04T15:30:00Z remains exact. For the ticker resolver, use a calendar date.

The same as_of controls ticker resolution and disclosure visibility. Historical listing coverage starts with our observed snapshots; we do not invent earlier ticker history. Resolve a CIK to a stable entity ID when querying older disclosures.

The current cutoff is SEC acceptance time. Actual public dissemination can follow later, especially for overnight releases. This is not an exact historical public-availability clock; account for that limitation in latency-sensitive strategies. Names and symbols embedded in transaction rows are current labels, not historical name snapshots.

Resolve, then query

Python
import os
import requests

api = requests.Session()
api.headers["Authorization"] = f"Bearer {os.environ['TAPEWIRE_API_KEY']}"
base = "https://api.tapewire.io"

response = api.get(f"{base}/entities/resolve", params={"cik": "320193"}, timeout=30)
response.raise_for_status()
issuer = response.json()["matches"][0]
assert issuer["type"] == "entity"

response = api.get(
    f"{base}/entities/{issuer['id']}/ownership/transactions",
    params={"kind": "sale", "as_of": "2026-09-04", "limit": 100},
    timeout=30,
)
response.raise_for_status()
for row in response.json()["transactions"]:
    print(row.get("date"), row["published_at"], row.get("shares"))

Walk history without losing your place

Filings and transactions use keyset pagination: pass the returned next_cursor as after. It is omitted on the last page. Keep your filters and as_of unchanged; don’t construct or increment cursors yourself.

Python · all pages
params = {"form_type": "4,4/A", "as_of": "2026-09-04", "limit": 500}
while True:
    response = api.get(f"{base}/sec-edgar/filings", params=params, timeout=30)
    response.raise_for_status()
    page = response.json()
    for filing in page["filings"]:
        print(filing["accession_number"], filing["status"])
    cursor = page.get("next_cursor")
    if cursor is None:
        break
    params["after"] = cursor

Institutional endpoints use limit/offset. Increase offset by limit; stop on an empty or short page. Holdings and changes also return total. Pin both period and as_of for reproducible queries. Ongoing historical ingestion can still add previously unavailable records.

Errors and conditional requests

StatusMeaningNext step
400bad_requestFix the parameter named in message.
401unauthorizedSupply a valid, unrevoked Bearer key.
403subscription_requiredVerify email and check subscription status.
404not_foundCheck identity, accession and parsed report availability.
409ambiguous_tickerInspect matches and use a canonical entity ID.
JSON · invalid parameter
{
  "error": "bad_request",
  "message": "limit must be 1..500"
}

List filings, normalized transactions, resolvers and supported institutional reads return ETag and, where available, Last-Modified. Send If-None-Match or If-Modified-Since to revalidate the same URL. A 304 has no JSON body. Authenticate conditional requests too; validators never bypass entitlement checks.

Institutional changes and source ownership/detail responses do not currently promise these validators. Unknown optional fields may be added: clients should tolerate them.

Read the data correctly

Field / conceptContract
Missing valuesOptional JSON fields are commonly omitted, not zero-filled. An omitted planned field means unknown; false is an explicit negative disclosure.
IDs and CIKsTapewire IDs are integers. CIKs and accession numbers are strings; preserve leading zeroes.
Transaction amountsNormalized transaction shares/price/value are JSON numbers. Source fields and institutional decimal values may be strings. Use decimal arithmetic for financial calculations.
plannedFiling-level Rule 10b5-1 checkbox, not an LLM interpretation of each transaction's footnotes.
ownersAll joint reporting owners. Do not multiply the transaction amount by the owner count.
balance_afterThe source row's post-transaction balance, not necessarily the owner's consolidated holdings.
derivativeOptional object containing exercise price/date, expiry and underlying instrument. Exercise/conversion includes events such as RSU settlement.
sourcesystem + filing accession. Use the filing detail route for source documents and provenance.
Institutional valuesReported USD values are normalized from the filing's historical unit convention. Quantities distinguish shares/principal and put/call. No split adjustment is currently applied.
CoverageThe filing index is broader than parsed datasets. A record can be indexed without being parsed; amendments are separate filings. No invented zero holdings for missing reports.

From API to notebook

CSV & Parquet exports

Use background exports for issuer/owner transaction history or a reconstructed institutional portfolio. Both formats share named columns and source references. Parquet uses Zstandard compression, typed dates, UTC timestamps and exact decimal(38,12) financial amounts. A value outside that precision fails the export rather than silently rounding.

POST /exports requires a Bearer key. Specify dataset, file_format, and filters. Transactions require entity_id or owner_id; portfolios require the manager's entity_id. Ticker shortcuts are intentionally not accepted for bulk exports.

Python · export to Parquet
import time
from pathlib import Path

# Reuse the authenticated api session and resolved issuer above.
response = api.post(f"{base}/exports", json={
    "dataset": "transactions",
    "file_format": "parquet",
    "filters": {"entity_id": issuer["id"], "as_of": "2026-09-04"},
}, timeout=30)
response.raise_for_status()
export_id = response.json()["id"]

for attempt in range(120):  # Stop after ten minutes, don't poll forever.
    response = api.get(f"{base}/exports/{export_id}", timeout=30)
    response.raise_for_status()
    job = response.json()
    if job["status"] == "completed":
        break
    if job["status"] in ("failed", "expired"):
        raise RuntimeError(job.get("error", job["status"]))
    time.sleep(5)
else:
    raise TimeoutError("Export is still running; check its status later")

with api.get(f"{base}{job['download_path']}", stream=True, timeout=60) as r:
    r.raise_for_status()
    with Path("transactions.parquet").open("wb") as output:
        for chunk in r.iter_content(chunk_size=1024 * 1024):
            output.write(chunk)

# pip install pandas pyarrow
import pandas as pd
frame = pd.read_parquet("transactions.parquet")
print(frame[["transaction_date", "kind", "shares", "accepted_at"]].head())

Export limits: 100,000 rows per export, two jobs in progress per account, ten requests per rolling 24 hours. Narrow the transaction date range if a request exceeds the row limit. Files expire after 24 hours; downloads and status remain private to the account that requested them.

The status response contains a manifest: schema version, columns, fixed cutoff, generation time and portfolio source filings. Transaction exports are ordered by transaction ID ascending; portfolio exports by disclosed value descending. These are snapshots of currently parsed data, not immutable historical ingestion snapshots.

Available datasets

transactions · 28 columns
ColumnParquet type
transaction_idint64
entity_idint64
issuer_namestring
owner_ids_jsonstring
owner_names_jsonstring
securitystring
transaction_datedate32
accepted_attimestamp_micros
kindstring
plannedboolean
acquiredboolean
sharesdecimal
pricedecimal
valuedecimal
balance_afterdecimal
derivativeboolean
exercise_pricedecimal
accession_numberstring
source_urlstring
source_locator_jsonstring
reporting_owners_jsonstring
footnotes_jsonstring
ownership_jsonstring
reported_valuedecimal
exercise_datedate32
expiration_datedate32
underlying_securitystring
underlying_sharesdecimal
institutional_holdings · 11 columns
ColumnParquet type
entity_idint64
manager_namestring
perioddate32
cusipstring
issuer_namestring
title_of_classstring
quantity_typestring
put_callstring
quantityint64
value_usdint64
source_rows_jsonstring

CSV encodes dates as ISO dates, timestamps in UTC, missing values as empty cells and nested owner/source lists as JSON strings. Text starting with spreadsheet formula characters is prefixed with an apostrophe for safety; Parquet preserves original text. CIKs/CUSIPs/accessions remain strings—configure spreadsheet imports to preserve leading zeroes.

Identity

Company logos

GET /entities/{entity_id}/logo

Retrieve curated SVG artwork using a resolved company ID. Coverage is partial: an unknown entity or missing logo returns 404. Use initials as a fallback. The response supports ETag / If-None-Match and follows the usual API authentication rules.

curl
curl 'https://api.tapewire.io/entities/ENTITY_ID/logo' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY" \
  --output company.svg

Company marks identify their respective owners and do not imply endorsement. Resolve ENTITY_ID first; do not substitute a ticker or CIK.

SEC filings

List filings

GET /sec-edgar/filings

Every indexed filing, including records not yet parsed. Newest acceptance first, then descending filing ID. Use status to distinguish discovery from parsed content.

ParameterMeaning
form_typeExact SEC form, or comma-separated forms. Include amendments explicitly: 4,4/A. URL-encode spaces in SCHEDULE 13D.
cikSEC CIK, with or without leading zeroes. For the filing index this matches the filing's primary CIK, not all involved parties.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
afterOpaque next_cursor from the previous response. Keep every other filter unchanged. Omitted next_cursor means the end.
curl
curl 'https://api.tapewire.io/sec-edgar/filings?form_type=4,4/A&limit=2' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Rows are returned under filings.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "filings": [
    {
      "accession_number": "0001193125-26-333151",
      "form_type": "4",
      "amendment": false,
      "cik": "0000927066",
      "sec_accepted_at": "2026-08-04T21:27:36.000Z",
      "status": "parsed",
      "source": "https://www.sec.gov/Archives/edgar/data/927066/000119312526333151/0001193125-26-333151.txt",
      "parties": [
        {
          "cik": "0000315090",
          "name": "BUFFETT WARREN E",
          "role": "reporting_owner"
        },
        {
          "cik": "0001067983",
          "name": "BERKSHIRE HATHAWAY INC",
          "role": "reporting_owner"
        },
        {
          "cik": "0000927066",
          "name": "DAVITA INC.",
          "role": "issuer"
        }
      ],
      "items": [],
      "documents": [
        {
          "sequence": 1,
          "document_type": "4",
          "name": "ownership.xml",
          "description": "4",
          "size_bytes": 5316
        }
      ]
    }
  ]
}

SEC filings

Retrieve a filing

GET /sec-edgar/filings/{accession_number}

One filing with source URL, involved parties, 8-K items and known component documents. An empty documents array does not mean the SEC filing had no attachments.

ParameterMeaning
accession_numberpath · requiredSEC accession including hyphens, for example 0001714465-26-000010.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
curl
curl 'https://api.tapewire.io/sec-edgar/filings/0001193125-26-333151' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"
Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "accession_number": "0001193125-26-333151",
  "form_type": "4",
  "amendment": false,
  "cik": "0000927066",
  "sec_accepted_at": "2026-08-04T21:27:36.000Z",
  "status": "parsed",
  "source": "https://www.sec.gov/Archives/edgar/data/927066/000119312526333151/0001193125-26-333151.txt",
  "parties": [
    {
      "cik": "0000315090",
      "name": "BUFFETT WARREN E",
      "role": "reporting_owner"
    },
    {
      "cik": "0001067983",
      "name": "BERKSHIRE HATHAWAY INC",
      "role": "reporting_owner"
    },
    {
      "cik": "0000927066",
      "name": "DAVITA INC.",
      "role": "issuer"
    }
  ],
  "items": [],
  "documents": [
    {
      "sequence": 1,
      "document_type": "4",
      "name": "ownership.xml",
      "description": "4",
      "size_bytes": 5316
    }
  ]
}

SEC filings

Retrieve an ownership report

GET /sec-edgar/filings/{accession_number}/ownership

Source-shaped Form 3/4/5 data, including amendments, footnotes, derivative and non-derivative rows. Rows include transactionFormType when supplied, independently of the containing form. Signatures and XML schema version stay internal. Source links and field footnotes support verification.

ParameterMeaning
accession_numberpath · requiredSEC accession including hyphens, for example 0001714465-26-000010.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
curl
curl 'https://api.tapewire.io/sec-edgar/filings/0001193125-26-333151/ownership' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"
Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "accession_number": "0001193125-26-333151",
  "form_type": "4",
  "amendment": false,
  "cik": "0000927066",
  "sec_accepted_at": "2026-08-04T21:27:36.000Z",
  "status": "parsed",
  "source": "https://www.sec.gov/Archives/edgar/data/927066/000119312526333151/0001193125-26-333151.txt",
  "parties": [
    {
      "cik": "0000315090",
      "name": "BUFFETT WARREN E",
      "role": "reporting_owner"
    },
    {
      "cik": "0001067983",
      "name": "BERKSHIRE HATHAWAY INC",
      "role": "reporting_owner"
    },
    {
      "cik": "0000927066",
      "name": "DAVITA INC.",
      "role": "issuer"
    }
  ],
  "items": [],
  "documents": [
    {
      "sequence": 1,
      "document_type": "4",
      "name": "ownership.xml",
      "description": "4",
      "size_bytes": 5316
    }
  ],
  "primary_document_url": "https://www.sec.gov/Archives/edgar/data/927066/000119312526333151/ownership.xml",
  "report": {
    "type": "4",
    "period": "2026-07-31",
    "planned": false,
    "issuer": {
      "cik": "0000927066",
      "name": "DAVITA INC.",
      "tradingSymbol": "DVA"
    },
    "reportingOwners": [
      {
        "id": {
          "cik": "0001067983",
          "name": "BERKSHIRE HATHAWAY INC"
        },
        "address": {
          "street1": "3555 FARNAM STREET",
          "city": "OMAHA",
          "state": "NE",
          "zipCode": "68131",
          "country": "US"
        },
        "relationship": {
          "director": false,
          "officer": false,
          "tenPercentOwner": true,
          "other": false
        }
      },
      {
        "id": {
          "cik": "0000315090",
          "name": "BUFFETT WARREN E"
        },
        "address": {
          "street1": "3555 FARNAM STREET",
          "city": "OMAHA",
          "state": "NE",
          "zipCode": "68131",
          "country": "US"
        },
        "relationship": {
          "director": false,
          "officer": false,
          "tenPercentOwner": true,
          "other": false
        }
      }
    ],
    "nonDerivative": {
      "transactions": [
        {
          "security": "Common Stock",
          "transactionFormType": "4",
          "date": "2026-07-31",
          "transactionCode": "S",
          "equitySwapInvolved": false,
          "acquired": false,
          "shares": 182980,
          "pricePerShare": 199.548,
          "sharesOwnedAfter": 28697229,
          "directOwnership": false,
          "natureOfOwnership": "See footnotes",
          "footnoteId": {
            "natureOfOwnership": [
              "F1",
              "F2"
            ]
          }
        }
      ],
      "holdings": []
    },
    "derivative": {
      "transactions": [],
      "holdings": []
    },
    "footnotes": [
      {
        "id": 123,
        "text": "13,723,621 of the total reported securities are owned by Government Employees Insurance Company, a subsidiary of Berkshire Hathaway Inc. (\"Berkshire\"). As Berkshire is in the chain of ownership of this subsidiary, it may be deemed presently to both beneficially own and have a pecuniary interest in all shares of Common Stock presently owned by the subsidiary. Warren E. Buffett, as the controlling stockholder of Berkshire, may be deemed presently to beneficially own, but only to the extent he has a pecuniary interest in, the shares of Common Stock presently owned by the subsidiary. Mr. Buffett disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein."
      },
      {
        "id": 123,
        "text": "14,973,608 of the total reported securities are owned by the following pension plans of Berkshire's subsidiaries: BNSF Master Retirement Trust (4,441,520) and Berkshire Hathaway Inc. Consolidated Pension Plan (10,532,088); each of Berkshire, Mr. Buffett and these pensions plan disclaim beneficial ownership in such shares."
      }
    ]
  }
}

SEC filings

Retrieve an institutional report

GET /sec-edgar/filings/{accession_number}/institutional

Parsed 13F cover and source holding rows. other_managers maps reporting-manager references to disclosed names. Multiple source rows can describe the same security.

ParameterMeaning
accession_numberpath · requiredSEC accession including hyphens, for example 0001714465-26-000010.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
offsetNumber of institutional rows to skip. Default 0, nonnegative. Increment by limit.
curl
curl 'https://api.tapewire.io/sec-edgar/filings/0001193125-26-352200/institutional' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"
Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "id": 123,
  "amendment_number": null,
  "amendment_type": null,
  "confidential_omitted": false,
  "created_at": "2026-09-06T12:00:00.000Z",
  "filing_id": 123,
  "manager_id": 123,
  "period_of_report": "2026-06-30",
  "report_type": "13F HOLDINGS REPORT",
  "reported_entry_total": 89,
  "reported_value_total": 299253556246,
  "updated_at": "2026-09-06T12:00:00.000Z",
  "value_multiplier": 1,
  "warnings": [],
  "other_managers": [
    {
      "role": "included_in_report",
      "sequence": "1",
      "name": "Berkshire Hathaway Homestate Insurance Co.",
      "cik": null,
      "file_number": "28-2226"
    },
    {
      "role": "included_in_report",
      "sequence": "2",
      "name": "Berkshire Hathaway Life Insurance Co of Nebraska",
      "cik": null,
      "file_number": "28-5678"
    },
    {
      "role": "included_in_report",
      "sequence": "3",
      "name": "BH Finance LLC",
      "cik": null,
      "file_number": "28-14389"
    },
    {
      "role": "included_in_report",
      "sequence": "4",
      "name": "Buffett Warren E",
      "cik": null,
      "file_number": "28-554"
    },
    {
      "role": "included_in_report",
      "sequence": "5",
      "name": "Columbia Insurance Co",
      "cik": null,
      "file_number": "28-1517"
    },
    {
      "role": "included_in_report",
      "sequence": "6",
      "name": "Cypress Insurance Co",
      "cik": null,
      "file_number": "28-06102"
    },
    {
      "role": "included_in_report",
      "sequence": "7",
      "name": "General Re Corp",
      "cik": null,
      "file_number": "28-04922"
    },
    {
      "role": "included_in_report",
      "sequence": "8",
      "name": "GEICO Corp",
      "cik": null,
      "file_number": "28-852"
    },
    {
      "role": "included_in_report",
      "sequence": "9",
      "name": "Medical Protective Corp",
      "cik": null,
      "file_number": "28-12941"
    },
    {
      "role": "included_in_report",
      "sequence": "10",
      "name": "National Fire & Marine Insurance Co",
      "cik": null,
      "file_number": "28-1066"
    },
    {
      "role": "included_in_report",
      "sequence": "11",
      "name": "National Indemnity Co",
      "cik": null,
      "file_number": "28-718"
    },
    {
      "role": "included_in_report",
      "sequence": "12",
      "name": "National Liability & Fire Insurance Co",
      "cik": null,
      "file_number": "28-5006"
    },
    {
      "role": "included_in_report",
      "sequence": "13",
      "name": "Nebraska Furniture Mart",
      "cik": null,
      "file_number": "28-11222"
    },
    {
      "role": "included_in_report",
      "sequence": "14",
      "name": "U.S. Investment Corp",
      "cik": null,
      "file_number": "28-12947"
    }
  ],
  "accession_number": "0001193125-26-352200",
  "published_at": "2026-08-04T21:27:36.000Z",
  "source_url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm",
  "source_cover": {
    "name": "edgarSubmission",
    "attributes": {
      "schemaLocation": "http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd"
    },
    "children": [
      {
        "name": "schemaVersion",
        "attributes": {},
        "children": [
          "X0202"
        ]
      },
      {
        "name": "headerData",
        "attributes": {},
        "children": [
          {
            "name": "submissionType",
            "attributes": {},
            "children": [
              "13F-HR"
            ]
          },
          {
            "name": "filerInfo",
            "attributes": {},
            "children": [
              {
                "name": "liveTestFlag",
                "attributes": {},
                "children": [
                  "LIVE"
                ]
              },
              {
                "name": "flags",
                "attributes": {},
                "children": []
              },
              {
                "name": "filer",
                "attributes": {},
                "children": [
                  {
                    "name": "credentials",
                    "attributes": {},
                    "children": [
                      {
                        "name": "cik",
                        "attributes": {},
                        "children": [
                          "0001067983"
                        ]
                      },
                      {
                        "name": "ccc",
                        "attributes": {},
                        "children": [
                          "XXXXXXXX"
                        ]
                      }
                    ]
                  }
                ]
              },
              {
                "name": "periodOfReport",
                "attributes": {},
                "children": [
                  "06-30-2026"
                ]
              }
            ]
          }
        ]
      },
      {
        "name": "formData",
        "attributes": {},
        "children": [
          {
            "name": "coverPage",
            "attributes": {},
            "children": [
              {
                "name": "reportCalendarOrQuarter",
                "attributes": {},
                "children": [
                  "06-30-2026"
                ]
              },
              {
                "name": "isAmendment",
                "attributes": {},
                "children": [
                  "false"
                ]
              },
              {
                "name": "filingManager",
                "attributes": {},
                "children": [
                  {
                    "name": "name",
                    "attributes": {},
                    "children": [
                      "Berkshire Hathaway Inc"
                    ]
                  },
                  {
                    "name": "address",
                    "attributes": {},
                    "children": [
                      {
                        "name": "street1",
                        "attributes": {},
                        "children": [
                          "3555 Farnam Street"
                        ]
                      },
                      {
                        "name": "city",
                        "attributes": {},
                        "children": [
                          "Omaha"
                        ]
                      },
                      {
                        "name": "stateOrCountry",
                        "attributes": {},
                        "children": [
                          "NE"
                        ]
                      },
                      {
                        "name": "zipCode",
                        "attributes": {},
                        "children": [
                          "68131"
                        ]
                      }
                    ]
                  }
                ]
              },
              {
                "name": "reportType",
                "attributes": {},
                "children": [
                  "13F HOLDINGS REPORT"
                ]
              },
              {
                "name": "form13FFileNumber",
                "attributes": {},
                "children": [
                  "028-04545"
                ]
              },
              {
                "name": "provideInfoForInstruction5",
                "attributes": {},
                "children": [
                  "N"
                ]
              }
            ]
          },
          {
            "name": "signatureBlock",
            "attributes": {},
            "children": [
              {
                "name": "name",
                "attributes": {},
                "children": [
                  "Marc D. Hamburg"
                ]
              },
              {
                "name": "title",
                "attributes": {},
                "children": [
                  "Senior Vice President"
                ]
              },
              {
                "name": "phone",
                "attributes": {},
                "children": [
                  "402-346-1400"
                ]
              },
              {
                "name": "signature",
                "attributes": {},
                "children": [
                  "Marc D. Hamburg"
                ]
              },
              {
                "name": "city",
                "attributes": {},
                "children": [
                  "Omaha"
                ]
              },
              {
                "name": "stateOrCountry",
                "attributes": {},
                "children": [
                  "NE"
                ]
              },
              {
                "name": "signatureDate",
                "attributes": {},
                "children": [
                  "08-14-2026"
                ]
              }
            ]
          },
          {
            "name": "summaryPage",
            "attributes": {},
            "children": [
              {
                "name": "otherIncludedManagersCount",
                "attributes": {},
                "children": [
                  "14"
                ]
              },
              {
                "name": "tableEntryTotal",
                "attributes": {},
                "children": [
                  "89"
                ]
              },
              {
                "name": "tableValueTotal",
                "attributes": {},
                "children": [
                  "299253556246"
                ]
              },
              {
                "name": "isConfidentialOmitted",
                "attributes": {},
                "children": [
                  "false"
                ]
              },
              {
                "name": "otherManagers2Info",
                "attributes": {},
                "children": [
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "1"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-2226"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Berkshire Hathaway Homestate Insurance Co."
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "2"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-5678"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Berkshire Hathaway Life Insurance Co of Nebraska"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "3"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-14389"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "BH Finance LLC"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "4"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-554"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Buffett Warren E"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "5"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-1517"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Columbia Insurance Co"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "6"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-06102"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Cypress Insurance Co"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "7"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-04922"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "General Re Corp"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "8"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-852"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "GEICO Corp"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "9"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-12941"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Medical Protective Corp"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "10"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-1066"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "National Fire & Marine Insurance Co"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "11"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-718"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "National Indemnity Co"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "12"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-5006"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "National Liability & Fire Insurance Co"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "13"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-11222"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "Nebraska Furniture Mart"
                            ]
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "name": "otherManager2",
                    "attributes": {},
                    "children": [
                      {
                        "name": "sequenceNumber",
                        "attributes": {},
                        "children": [
                          "14"
                        ]
                      },
                      {
                        "name": "otherManager",
                        "attributes": {},
                        "children": [
                          {
                            "name": "form13FFileNumber",
                            "attributes": {},
                            "children": [
                              "28-12947"
                            ]
                          },
                          {
                            "name": "name",
                            "attributes": {},
                            "children": [
                              "U.S. Investment Corp"
                            ]
                          }
                        ]
                      }
                    ]
                  }
                ]
              }
            ]
          }
        ]
      }
    ]
  },
  "holdings": [
    {
      "cusip": "02005N100",
      "document_name": "56757.xml",
      "figi": null,
      "investment_discretion": "DFND",
      "issuer_name": "ALLY FINL INC",
      "other_manager": "4",
      "position": 1,
      "put_call": null,
      "quantity": 12561737,
      "quantity_type": "SH",
      "reported_value": 577211815,
      "title_of_class": "COM",
      "value_usd": 577211815,
      "voting_none": 0,
      "voting_shared": 0,
      "voting_sole": 12561737,
      "source_url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml"
    }
  ],
  "limit": 1,
  "offset": 0
}

Identity

Resolve a ticker

GET /tickers/resolve

Resolve a ticker at as_of to matching entities, securities and listings, with stable IDs and nullable share_class_figi. Status is resolved or ambiguous; unknown tickers return 404. Use exchange or venue to narrow multiple matches. Omitted as_of means today.

ParameterMeaning
tickerTicker shortcut. Resolve first when identity is ambiguous; historical queries require observed listing history.
exchangeOptional exchange filter with ticker, for example Nasdaq. Cannot be used alone.
venueOptional venue MIC, such as XNAS or XNYS.
marketOptional market context; currently US.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
curl
curl 'https://api.tapewire.io/tickers/resolve?ticker=AAPL' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Rows are returned under matches.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "query": {
    "ticker": "AAPL"
  },
  "status": "resolved",
  "matches": [
    {
      "type": "entity",
      "id": 123,
      "name": "Apple Inc.",
      "cik": "0000320193",
      "securities": [
        {
          "type": "security",
          "id": 123,
          "public_id": "sec_00000000000000000000000000000000",
          "kind": "equity",
          "name": "Apple Inc. equity represented by AAPL",
          "share_class_figi": null,
          "share_class": null,
          "listings": [
            {
              "type": "listing",
              "id": 123,
              "public_id": "lst_00000000000000000000000000000000",
              "ticker": "AAPL",
              "exchange": "Nasdaq",
              "currency": "USD"
            }
          ]
        }
      ]
    }
  ]
}

Identity

Resolve a dated security identifier

GET /securities/resolve

Resolve a ticker, CUSIP or CINS at as_of. Returns query, status and compact security matches with issuer, share class, stable IDs and nullable share_class_figi. Status is resolved, ambiguous or not_found. Omitted as_of means today; future dates are rejected. An assignment continues until a recorded change, end or conflict; dates before the first known assignment are not filled.

ParameterMeaning
schemeTyped security identifier: ticker, cusip or cins. A CIK identifies a party, not a security.
valueExact reported identifier or full ticker, including class suffix.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
marketOptional market context; currently US.
venueOptional venue MIC, such as XNAS or XNYS.
curl
curl 'https://api.tapewire.io/securities/resolve?scheme=cusip&value=02079K305&as_of=2026-06-30' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Rows are returned under matches.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "query": {
    "scheme": "cusip",
    "value": "02079K305",
    "as_of": "2026-06-30"
  },
  "status": "not_found",
  "matches": []
}

Identity

Inspect a security

GET /securities/{public_id}

Security details, issuer, share class and nullable share_class_figi. Duplicate and retired handles stay inspectable; duplicates include canonical_public_id.

ParameterMeaning
public_idpath · requiredStable sec_ public handle returned by security resolution.
curl
curl 'https://api.tapewire.io/securities/SECURITY_PUBLIC_ID' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"
Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "type": "security",
  "id": 123,
  "public_id": "sec_00000000000000000000000000000000",
  "kind": "equity",
  "name": "Apple Inc. equity represented by AAPL",
  "share_class_figi": null,
  "share_class": null,
  "issuer": {
    "type": "entity",
    "id": 123,
    "name": "Apple Inc.",
    "cik": "0000320193"
  }
}

Identity

Resolve a CIK

GET /entities/resolve

Resolve a SEC CIK to an entity or person and their securities and listings. A company can issue several distinct securities, each with its own public_id and nullable share_class_figi.

ParameterMeaning
cikSEC CIK, with or without leading zeroes. For the filing index this matches the filing's primary CIK, not all involved parties.
curl
curl 'https://api.tapewire.io/entities/resolve?cik=320193' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Rows are returned under matches.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "query": {
    "scheme": "cik",
    "value": "0000320193"
  },
  "status": "resolved",
  "matches": [
    {
      "type": "entity",
      "id": 123,
      "name": "Apple Inc.",
      "cik": "0000320193",
      "securities": [
        {
          "type": "security",
          "id": 123,
          "public_id": "sec_00000000000000000000000000000000",
          "kind": "equity",
          "name": "Apple Inc. equity represented by AAPL",
          "share_class_figi": null,
          "share_class": null,
          "listings": [
            {
              "type": "listing",
              "id": 123,
              "public_id": "lst_00000000000000000000000000000000",
              "ticker": "AAPL",
              "exchange": "Nasdaq",
              "currency": "USD"
            }
          ]
        }
      ]
    }
  ]
}

Insider ownership

List transactions

GET /ownership/transactions

One row per disclosed transaction with SEC source locator, reporting-owner roles and inline field footnotes. value is shares × price; reported_value is the separate disclosed total. Sorted by publication descending, then transaction ID. as_of filters SEC acceptance and resolves the ticker on that UTC date. Use entity_id to query a known issuer independently of ticker history.

ParameterMeaning
tickerTicker shortcut. Resolve first when identity is ambiguous; historical queries require observed listing history.
exchangeOptional exchange filter with ticker, for example Nasdaq. Cannot be used alone.
owner_idStable Tapewire reporting-owner ID. Matches any owner jointly reporting the transaction; does not allocate the amount to that owner.
kindpurchase, sale, grant, exercise, tax_withholding, gift, disposition_to_issuer, or other. Purchase/sale can include private transactions.
fromInclusive transaction date, YYYY-MM-DD. This is not the publication date.
toInclusive transaction date, YYYY-MM-DD.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
afterOpaque next_cursor from the previous response. Keep every other filter unchanged. Omitted next_cursor means the end.
curl
curl 'https://api.tapewire.io/ownership/transactions?ticker=AAPL&kind=sale&limit=2' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Rows are returned under transactions.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "transactions": [
    {
      "id": 123,
      "issuer": {
        "id": 123,
        "kind": "organization",
        "name": "DAVITA INC.",
        "symbol": "DVA"
      },
      "owners": [
        {
          "id": 123,
          "kind": "organization",
          "name": "BERKSHIRE HATHAWAY INC",
          "position": 1,
          "cik": "0001067983",
          "reported_name": "BERKSHIRE HATHAWAY INC",
          "relationship": {
            "director": false,
            "officer": false,
            "ten_percent_owner": true,
            "other": false
          }
        },
        {
          "id": 123,
          "kind": "person",
          "name": "BUFFETT WARREN E",
          "position": 2,
          "cik": "0000315090",
          "reported_name": "BUFFETT WARREN E",
          "relationship": {
            "director": false,
            "officer": false,
            "ten_percent_owner": true,
            "other": false
          }
        }
      ],
      "security": "Common Stock",
      "published_at": "2026-08-04T21:27:36.000Z",
      "date": "2026-07-31",
      "kind": "sale",
      "planned": false,
      "acquired": false,
      "shares": 182980,
      "price": 199.548,
      "value": 36513293.04,
      "ownership": {
        "direct": false,
        "nature": "See footnotes"
      },
      "footnotes": [
        {
          "field": "ownership.nature",
          "element": "natureOfOwnership",
          "label": "F1",
          "text": "13,723,621 of the total reported securities are owned by Government Employees Insurance Company, a subsidiary of Berkshire Hathaway Inc. (\"Berkshire\"). As Berkshire is in the chain of ownership of this subsidiary, it may be deemed presently to both beneficially own and have a pecuniary interest in all shares of Common Stock presently owned by the subsidiary. Warren E. Buffett, as the controlling stockholder of Berkshire, may be deemed presently to beneficially own, but only to the extent he has a pecuniary interest in, the shares of Common Stock presently owned by the subsidiary. Mr. Buffett disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein."
        },
        {
          "field": "ownership.nature",
          "element": "natureOfOwnership",
          "label": "F2",
          "text": "14,973,608 of the total reported securities are owned by the following pension plans of Berkshire's subsidiaries: BNSF Master Retirement Trust (4,441,520) and Berkshire Hathaway Inc. Consolidated Pension Plan (10,532,088); each of Berkshire, Mr. Buffett and these pensions plan disclaim beneficial ownership in such shares."
        }
      ],
      "balance_after": 28697229,
      "source": {
        "system": "sec-edgar",
        "filing": "0001193125-26-333151",
        "document": "ownership.xml",
        "document_sequence": 1,
        "table": "nonDerivative",
        "row_type": "transaction",
        "position": 1,
        "url": "https://www.sec.gov/Archives/edgar/data/927066/000119312526333151/ownership.xml",
        "form_type": "4"
      }
    }
  ]
}

Insider ownership

List issuer transactions

GET /entities/{entity_id}/ownership/transactions

The same transaction representation, scoped to a stable issuer identity. Security classes remain separate in each row; name and ticker changes do not change the issuer ID.

ParameterMeaning
entity_idpath · requiredStable Tapewire organization ID from an entity or ticker resolution. Not a CIK or ticker.
owner_idStable Tapewire reporting-owner ID. Matches any owner jointly reporting the transaction; does not allocate the amount to that owner.
kindpurchase, sale, grant, exercise, tax_withholding, gift, disposition_to_issuer, or other. Purchase/sale can include private transactions.
fromInclusive transaction date, YYYY-MM-DD. This is not the publication date.
toInclusive transaction date, YYYY-MM-DD.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
afterOpaque next_cursor from the previous response. Keep every other filter unchanged. Omitted next_cursor means the end.
curl
curl 'https://api.tapewire.io/entities/ENTITY_ID/ownership/transactions' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Replace ENTITY_ID with the ID returned by a CIK/ticker resolution. IDs in examples are not portable across databases.

Rows are returned under transactions.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "transactions": [
    {
      "id": 123,
      "issuer": {
        "id": 123,
        "kind": "organization",
        "name": "DAVITA INC.",
        "symbol": "DVA"
      },
      "owners": [
        {
          "id": 123,
          "kind": "organization",
          "name": "BERKSHIRE HATHAWAY INC",
          "position": 1,
          "cik": "0001067983",
          "reported_name": "BERKSHIRE HATHAWAY INC",
          "relationship": {
            "director": false,
            "officer": false,
            "ten_percent_owner": true,
            "other": false
          }
        },
        {
          "id": 123,
          "kind": "person",
          "name": "BUFFETT WARREN E",
          "position": 2,
          "cik": "0000315090",
          "reported_name": "BUFFETT WARREN E",
          "relationship": {
            "director": false,
            "officer": false,
            "ten_percent_owner": true,
            "other": false
          }
        }
      ],
      "security": "Common Stock",
      "published_at": "2026-08-04T21:27:36.000Z",
      "date": "2026-07-31",
      "kind": "sale",
      "planned": false,
      "acquired": false,
      "shares": 182980,
      "price": 199.548,
      "value": 36513293.04,
      "ownership": {
        "direct": false,
        "nature": "See footnotes"
      },
      "footnotes": [
        {
          "field": "ownership.nature",
          "element": "natureOfOwnership",
          "label": "F1",
          "text": "13,723,621 of the total reported securities are owned by Government Employees Insurance Company, a subsidiary of Berkshire Hathaway Inc. (\"Berkshire\"). As Berkshire is in the chain of ownership of this subsidiary, it may be deemed presently to both beneficially own and have a pecuniary interest in all shares of Common Stock presently owned by the subsidiary. Warren E. Buffett, as the controlling stockholder of Berkshire, may be deemed presently to beneficially own, but only to the extent he has a pecuniary interest in, the shares of Common Stock presently owned by the subsidiary. Mr. Buffett disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein."
        },
        {
          "field": "ownership.nature",
          "element": "natureOfOwnership",
          "label": "F2",
          "text": "14,973,608 of the total reported securities are owned by the following pension plans of Berkshire's subsidiaries: BNSF Master Retirement Trust (4,441,520) and Berkshire Hathaway Inc. Consolidated Pension Plan (10,532,088); each of Berkshire, Mr. Buffett and these pensions plan disclaim beneficial ownership in such shares."
        }
      ],
      "balance_after": 28697229,
      "source": {
        "system": "sec-edgar",
        "filing": "0001193125-26-333151",
        "document": "ownership.xml",
        "document_sequence": 1,
        "table": "nonDerivative",
        "row_type": "transaction",
        "position": 1,
        "url": "https://www.sec.gov/Archives/edgar/data/927066/000119312526333151/ownership.xml",
        "form_type": "4"
      }
    }
  ]
}

Institutional portfolios

List manager reports

GET /institutions/{entity_id}/reports

Parsed manager reports known by the cutoff, newest publication first. Includes original reports, amendments and notice reports; indexed-but-unparsed reports are not returned.

ParameterMeaning
entity_idpath · requiredStable Tapewire organization ID from an entity or ticker resolution. Not a CIK or ticker.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
offsetNumber of institutional rows to skip. Default 0, nonnegative. Increment by limit.
curl
curl 'https://api.tapewire.io/institutions/ENTITY_ID/reports' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Replace ENTITY_ID with the ID returned by a CIK/ticker resolution. IDs in examples are not portable across databases.

Rows are returned under data.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "data": [
    {
      "id": 123,
      "amendment_number": null,
      "amendment_type": null,
      "confidential_omitted": false,
      "created_at": "2026-09-06T12:00:00.000Z",
      "filing_id": 123,
      "manager_id": 123,
      "period_of_report": "2026-06-30",
      "report_type": "13F HOLDINGS REPORT",
      "reported_entry_total": 89,
      "reported_value_total": 299253556246,
      "updated_at": "2026-09-06T12:00:00.000Z",
      "value_multiplier": 1,
      "warnings": [],
      "other_managers": [
        {
          "role": "included_in_report",
          "sequence": "1",
          "name": "Berkshire Hathaway Homestate Insurance Co.",
          "cik": null,
          "file_number": "28-2226"
        },
        {
          "role": "included_in_report",
          "sequence": "2",
          "name": "Berkshire Hathaway Life Insurance Co of Nebraska",
          "cik": null,
          "file_number": "28-5678"
        },
        {
          "role": "included_in_report",
          "sequence": "3",
          "name": "BH Finance LLC",
          "cik": null,
          "file_number": "28-14389"
        },
        {
          "role": "included_in_report",
          "sequence": "4",
          "name": "Buffett Warren E",
          "cik": null,
          "file_number": "28-554"
        },
        {
          "role": "included_in_report",
          "sequence": "5",
          "name": "Columbia Insurance Co",
          "cik": null,
          "file_number": "28-1517"
        },
        {
          "role": "included_in_report",
          "sequence": "6",
          "name": "Cypress Insurance Co",
          "cik": null,
          "file_number": "28-06102"
        },
        {
          "role": "included_in_report",
          "sequence": "7",
          "name": "General Re Corp",
          "cik": null,
          "file_number": "28-04922"
        },
        {
          "role": "included_in_report",
          "sequence": "8",
          "name": "GEICO Corp",
          "cik": null,
          "file_number": "28-852"
        },
        {
          "role": "included_in_report",
          "sequence": "9",
          "name": "Medical Protective Corp",
          "cik": null,
          "file_number": "28-12941"
        },
        {
          "role": "included_in_report",
          "sequence": "10",
          "name": "National Fire & Marine Insurance Co",
          "cik": null,
          "file_number": "28-1066"
        },
        {
          "role": "included_in_report",
          "sequence": "11",
          "name": "National Indemnity Co",
          "cik": null,
          "file_number": "28-718"
        },
        {
          "role": "included_in_report",
          "sequence": "12",
          "name": "National Liability & Fire Insurance Co",
          "cik": null,
          "file_number": "28-5006"
        },
        {
          "role": "included_in_report",
          "sequence": "13",
          "name": "Nebraska Furniture Mart",
          "cik": null,
          "file_number": "28-11222"
        },
        {
          "role": "included_in_report",
          "sequence": "14",
          "name": "U.S. Investment Corp",
          "cik": null,
          "file_number": "28-12947"
        }
      ],
      "accession_number": "0001193125-26-352200",
      "published_at": "2026-08-04T21:27:36.000Z",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm"
    }
  ],
  "limit": 1,
  "offset": 0
}

Institutional portfolios

Retrieve a portfolio

GET /institutions/{entity_id}/holdings

Reconstruct a quarter from the base/restatement plus applicable additions. Aggregate by CUSIP, title, put/call and share type. source_filings links the included filings; warnings explain reconstruction limitations. Default ordering is disclosed value descending.

ParameterMeaning
entity_idpath · requiredStable Tapewire organization ID from an entity or ticker resolution. Not a CIK or ticker.
periodQuarter-end date: YYYY-03-31, YYYY-06-30, YYYY-09-30, or YYYY-12-31. Default: latest available quarter known at as_of.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
identitySet to 1 to add security details and resolution status to normalized holdings. Option rows identify the underlying, not the option contract.
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
offsetNumber of institutional rows to skip. Default 0, nonnegative. Increment by limit.
curl
curl 'https://api.tapewire.io/institutions/ENTITY_ID/holdings' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Replace ENTITY_ID with the ID returned by a CIK/ticker resolution. IDs in examples are not portable across databases.

Rows are returned under data.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "manager": {
    "entity_id": 123,
    "name": "BERKSHIRE HATHAWAY INC"
  },
  "period": "2026-06-30",
  "as_of": "2026-09-06T12:00:00.000Z",
  "available": true,
  "notice": false,
  "warnings": [],
  "scope": "Public 13F holdings only; not total assets or current ownership",
  "reported_value_usd": 299253556246,
  "source_filings": [
    {
      "accession_number": "0001193125-26-352200",
      "published_at": "2026-08-04T21:27:36.000Z",
      "amendment_type": null,
      "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm"
    }
  ],
  "data": [
    {
      "cusip": "037833100",
      "title_of_class": "COM",
      "quantity_type": "SH",
      "put_call": null,
      "issuer_name": "APPLE INC",
      "quantity": 227917808,
      "value_usd": 65950296923,
      "source_rows": [
        {
          "accession_number": "0001193125-26-352200",
          "position": 15,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 200237120,
          "value_multiplier": 1,
          "other_manager": "4",
          "quantity": 692000,
          "value_usd": 200237120,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 16,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 1111142400,
          "value_multiplier": 1,
          "other_manager": "1,2,4,11",
          "quantity": 3840000,
          "value_usd": 1111142400,
          "investment_discretion": "DFND",
          "managers": [
            "Berkshire Hathaway Homestate Insurance Co.",
            "Berkshire Hathaway Life Insurance Co of Nebraska",
            "Buffett Warren E",
            "National Indemnity Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 17,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 9838240,
          "value_multiplier": 1,
          "other_manager": "2,4,11",
          "quantity": 34000,
          "value_usd": 9838240,
          "investment_discretion": "DFND",
          "managers": [
            "Berkshire Hathaway Life Insurance Co of Nebraska",
            "Buffett Warren E",
            "National Indemnity Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 18,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 10047736640,
          "value_multiplier": 1,
          "other_manager": "4,5",
          "quantity": 34724000,
          "value_usd": 10047736640,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "Columbia Insurance Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 19,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 788216640,
          "value_multiplier": 1,
          "other_manager": "4,6",
          "quantity": 2724000,
          "value_usd": 788216640,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "Cypress Insurance Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 20,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 4494339520,
          "value_multiplier": 1,
          "other_manager": "4,7",
          "quantity": 15532000,
          "value_usd": 4494339520,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "General Re Corp"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 21,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 17808079008,
          "value_multiplier": 1,
          "other_manager": "4,8,11",
          "quantity": 61542988,
          "value_usd": 17808079008,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "GEICO Corp",
            "National Indemnity Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 22,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 2084549440,
          "value_multiplier": 1,
          "other_manager": "4,5,9",
          "quantity": 7204000,
          "value_usd": 2084549440,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "Columbia Insurance Co",
            "Medical Protective Corp"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 23,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 4187617920,
          "value_multiplier": 1,
          "other_manager": "4,10",
          "quantity": 14472000,
          "value_usd": 4187617920,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "National Fire & Marine Insurance Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 24,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 23341172315,
          "value_multiplier": 1,
          "other_manager": "4,11",
          "quantity": 80664820,
          "value_usd": 23341172315,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "National Indemnity Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 25,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 784744320,
          "value_multiplier": 1,
          "other_manager": "4,12",
          "quantity": 2712000,
          "value_usd": 784744320,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "National Liability & Fire Insurance Co"
          ]
        },
        {
          "accession_number": "0001193125-26-352200",
          "position": 26,
          "document": "56757.xml",
          "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
          "figi": null,
          "reported_value": 1092623360,
          "value_multiplier": 1,
          "other_manager": "4,14",
          "quantity": 3776000,
          "value_usd": 1092623360,
          "investment_discretion": "DFND",
          "managers": [
            "Buffett Warren E",
            "U.S. Investment Corp"
          ]
        }
      ],
      "weight_percent": "22.0383"
    }
  ],
  "total": 29,
  "limit": 1,
  "offset": 0
}

Institutional portfolios

Compare quarters

GET /institutions/{entity_id}/changes

Compare adjacent-quarter reported positions after corporate-action adjustments. change is newly_reported, increased, decreased, unchanged or no_longer_reported. These are reported changes, not confirmed trades. Adjusted quantities are integers or exact numerator/denominator strings. Includes raw positions and the dates and ratios of applied events.

ParameterMeaning
entity_idpath · requiredStable Tapewire organization ID from an entity or ticker resolution. Not a CIK or ticker.
periodQuarter-end date: YYYY-03-31, YYYY-06-30, YYYY-09-30, or YYYY-12-31. Default: latest available quarter known at as_of.
as_ofISO 8601 timestamp with timezone and up to six fractional digits, or YYYY-MM-DD. Invalid dates and nonscalar values return 400. Identity lookups use its UTC date, defaulting to today; filing queries use the acceptance cutoff (end of day for a date).
limitPage size. Default 100; 1–500 for filings/transactions, 1–1000 for institutional endpoints.
offsetNumber of institutional rows to skip. Default 0, nonnegative. Increment by limit.
curl
curl 'https://api.tapewire.io/institutions/ENTITY_ID/changes' \
  --header "Authorization: Bearer $TAPEWIRE_API_KEY"

Replace ENTITY_ID with the ID returned by a CIK/ticker resolution. IDs in examples are not portable across databases.

Rows are returned under data.

Example response · fixture-backed

A representative disclosure from our regression corpus, not the current live response. Environment-specific IDs are shown as 123; ingestion timestamps are fixed for reproducibility.

JSON · 200
{
  "manager": {
    "entity_id": 123,
    "name": "BERKSHIRE HATHAWAY INC"
  },
  "period": "2026-06-30",
  "as_of": "2026-09-06T12:00:00.000Z",
  "available": true,
  "notice": false,
  "warnings": [],
  "scope": "Public 13F holdings only; not total assets or current ownership",
  "reported_value_usd": 299253556246,
  "source_filings": [
    {
      "accession_number": "0001193125-26-352200",
      "published_at": "2026-08-04T21:27:36.000Z",
      "amendment_type": null,
      "url": "https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/0001193125-26-352200-index.htm"
    }
  ],
  "changes": {
    "available": false,
    "version": "institutional-splits-v3",
    "availability": "unavailable",
    "reason": "Comparison unavailable",
    "reason_codes": [
      "incomplete_reports"
    ]
  },
  "data": [],
  "total": 0,
  "limit": 1,
  "offset": 0
}