# Company Filing Research

> Collect, read, and summarize company filings and formal disclosures for investment research. Use for SEC filings, annual reports, 10-K, 10-Q, 8-K, proxies, risk factors, management discussion, regulatory notices, and disclosure-change analysis.

- Skill: `ifuryst/company-filing-research` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add ifuryst/company-filing-research`
- Raw SKILL.md: https://api.skillmd.com/api/skills/ifuryst/company-filing-research/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Research & Search
- Author: ifuryst (https://skillmd.com/u/ifuryst)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/ifuryst/company-filing-research

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# Company Filing Research

Use this skill for the primary-disclosure layer of an AIFi memo. It should
extract what the company formally reported, what changed from prior disclosures,
and which parts need follow-up from financial, news, or risk skills.

## Workflow

1. Load the `ResearchTarget` and existing filing archive.
2. Identify relevant filing systems for the issuer's market.
3. Collect recent filings for the requested period.
4. Prioritize filings by research question: 10-K/annual report, 10-Q/interim
   report, 8-K/current report, proxy, registration statement, investor
   presentation, or local-market equivalent.
5. Extract material sections and preserve source links or raw files.
6. Compare against prior filings when change detection matters.
7. Save summaries under `research/targets/<target>/evidence/filings/`.

Read `references/filing-review-checklist.md` before summarizing filings.

## Output

Return:

- filing inventory with dates and source links
- key disclosure changes
- business and segment updates
- risk-factor changes
- accounting, liquidity, debt, litigation, or going-concern flags
- handoffs to financials, earnings, news, and risk skills
- archive files created or updated

## Quality Gate

Before finishing:

- state which filings were reviewed and which were unavailable
- distinguish company disclosure from agent interpretation
- preserve exact filing dates and periods covered
- label excerpts from old filings as background
- avoid copying long copyrighted passages into generated memos