Anyone who buys more than 5% of a public company's voting stock and may try to influence it files Schedule 13D within ten days. Activists, acquirers and large holders use it, and the purpose section often says what they want. Passive investors file the shorter Schedule 13G instead.
EDGAR renamed the form from SC 13D to SCHEDULE 13D in December 2024, so the query covers both.
Query syntax
Fields: formType, ticker, cik, companyName, filedAt, accessionNo, items (8-K item numbers), sic, state, periodOfReport. Join terms with AND, OR and NOT and group them with parentheses.
- Exact value:
formType:"10-K"(quotes keep the hyphen and spaces) - Any of a list:
ticker:(AAPL, MSFT, NVDA) - Date range:
filedAt:[2026-01-01 TO 2026-06-30] - Prefix:
formType:10-K*also matches 10-K/A and 10-KT - Part of a name:
companyName:"bank of"
Full reference with every field: filing search docs.