SEC Filing Screens — Filter the Entire EDGAR Universe
Free · 5 min read
Build saved screens that slice the SEC filing universe by form type, sector, exchange, market cap, and domicile. Watch matching filings arrive in real-time.
What it does
Screens let you define a persistent slice of the SEC filing universe — combine company filters (GICS sectors, exchanges, domicile, market cap tiers) with filing stream filters (9 form groups covering 30+ form types) into a single saved view. Once saved, click "Watch Live" to see only the filings that match your screen in real-time.
Why it matters
The SEC publishes thousands of filings every business day across tens of thousands of companies. If you're an analyst covering NASDAQ large-cap tech, you don't want to scroll through Form D private placements from micro-cap mining companies. If you're tracking insider trading at healthcare firms, you need Form 3/4/5 filings from that sector — not the full firehose.
Before Screens, the only option was to manually filter the filing stream each time you opened edgar.tools, or save individual company watchlists that missed the broader universe. Screens solve this by letting you define your universe once and connect it to a live filing stream permanently. You define the filter, give it a name, and it's always there — one click to watch.
How it works
View your screens
Navigate to /screens after logging in. The My Screens page shows all your saved screens as cards, each displaying the screen name, active filter badges (form groups, exchanges, sectors, domicile, market cap), resolved company count, and action buttons. The counter in the top right shows your usage against the 10-screen limit (e.g., "2/10 screens").
Create a new screen
Click + New Screen to open the screen builder. The builder has two sections:
- Filing Stream — What filings to capture. Choose from 9 form groups (Financial Reports, Material Events, Insider Trading, Institutional Holdings, Proxy & Governance, Registrations, Deals & Offerings, Ownership Stakes, Fund Portfolios) or add specific form codes. Toggle "Exclude amendments" to skip /A forms.
- Company Universe — Which companies to watch. Filter by GICS sector or industry group, stock exchange, US/international domicile, market cap tier, and tradeable-only.
The sticky preview header at the top updates live as you select filters, showing the resolved company count and a summary of your active filters. When you're ready, name your screen and click Save Screen.
Edit an existing screen
From the My Screens page, click Edit on any screen card. A slideout panel opens with the screen's current filters pre-selected, the preview header showing the company count and active filter chips, and the full builder form for making changes. Make your changes and click Update to save.
Watch the live filing stream
Click Watch Live on any screen card to open a filtered filing stream that shows only filings matching your screen's criteria. The stream applies both your company universe filter (only companies matching your sector/exchange/domicile/cap selections) and your filing type filter (only the form types you selected).
The filtered stream works exactly like the main filing stream — click any filing to open the analysis panel, see related filings grouped together, and get real-time SSE updates (Professional tier).
What you can screen for
Filing types (9 groups)
| Group | Forms included |
|---|---|
| Financial Reports | 10-K, 10-Q, 20-F, 40-F |
| Material Events | 8-K, 6-K |
| Insider Trading | Form 3, 4, 5 |
| Institutional Holdings | 13F-HR |
| Proxy & Governance | DEF 14A, DEFA14A |
| Registrations | S-1, S-3, S-4, F-1 |
| Deals & Offerings | 424B2, 424B3, 424B4, 424B5, FWP |
| Ownership Stakes | SC 13D, SC 13G |
| Fund Portfolios | NPORT-P, N-CSR |
You can also add individual form codes beyond these groups for precise control.
Company universe dimensions
- GICS sectors — 11 sectors (Energy, Materials, Industrials, etc.) or drill down to 24 industry groups
- Exchanges — NYSE, NASDAQ, AMEX, or any combination
- Domicile — All, US only, or International only
- Market cap — Nano, Micro, Small, Mid, Large, Mega
- Tradeable only — Restrict to companies with active ticker symbols
Dimensions combine with AND logic: selecting "NASDAQ + Technology + Large Cap" returns only companies that are on NASDAQ AND in the Technology sector AND are large-cap.
Use cases
Track insider trading at large-cap tech firms. Create a screen with the Insider Trading form group, NASDAQ exchange, Technology sector, and Large cap. Watch Live to see every Form 4 filed by officers and directors at companies like Apple, Microsoft, and Google — without the noise from thousands of small-cap insider filings.
Monitor 8-K material events from your coverage universe. If you cover industrial companies on the NYSE, create a screen with Material Events, NYSE, and the Industrials sector. When a company in your universe discloses a CEO departure, acquisition, or earnings restatement, you see it immediately.
Build an IPO pipeline tracker. Select the Registrations form group (S-1, S-3, S-4, F-1) with no company filters. Every new registration statement from any company appears in your stream — useful for tracking the IPO pipeline and secondary offerings across the entire market.
Availability
Saving screens requires a Professional plan or higher. Free accounts can browse the screen builder and preview company counts, but saving and the Watch Live stream require an upgrade.
- Free tier — Preview the builder; saving is gated.
- Professional tier ($24.99/month) — Up to 10 saved screens with Watch Live filtered streams.
- Analyst tier ($79.99/month) — Up to 10 saved screens, plus webhook delivery for screen matches.
- Enterprise tier — Custom limits. Contact sales.
See Compare Plans for full tier details.