Recover shares-outstanding values from SEC filing text when XBRL data is missing.
npx skills add https://github.com/jefrnc/quant-llm-skills --skill xbrl-fallbacks
Please help me install this Agent Skill. Skill: xbrl-fallbacks Source: https://github.com/jefrnc/quant-llm-skills/tree/main/skills/xbrl-fallbacks Command: npx skills add https://github.com/jefrnc/quant-llm-skills --skill xbrl-fallbacks
XBRL gaps (404/empty/sparse company-facts) can make quant pipelines incorrectly conclude that share counts are missing, breaking dilution and float-based analyses for real issuers.
Use the xbrl-fallbacks skill to extract and validate shares-outstanding from the most recent relevant SEC filing text when company-facts XBRL is missing or empty.
High-intent search queries and answers about installing and using this skill.
To recover shares outstanding when SEC XBRL company-facts returns a 404 or empty data, apply a deterministic fallback search order to extract cover-page text counts from 10-Q, 10-K, 6-K, and 20-F filings. This text-based extraction normalizes numbers and captures the as-of date to restore missing datapoints.
The best way to estimate dilution for recent IPOs and SPAC pre-combination phases is to use text-based cover-page extraction from SEC filings. This approach recovers the earliest reliable share counts when structured XBRL data is delayed, absent, or sparse for these specific issuer types.
Extracting shares outstanding from SEC filing text while maintaining lookahead safety requires provenance-tagged output that distinguishes filed_date from as_of_date semantics. The process enforces validation rules and cross-checks against available XBRL and offering deltas to prevent future data leakage in quant pipelines.
Yes, this text extraction approach handles multi-class share structures and ADS ratios. It interprets Class A/B summation templated language and tracks ADS-to-ordinary share ratios without collapsing important share structures during the cover-page count normalization process.
Yes, you can use cover-page text extraction for quant float analysis when structured data is missing. It applies a fallback hierarchy across F-* registrations, 424B supplements, DEF 14A, and initial registration forms to find the earliest dependable source for missing share counts.
XBRL fails to return shares outstanding for foreign private issuers and amended filings because structured company-facts datapoints are often delayed, sparse, or absent. In these cases, the cover-page text count becomes the first dependable source, requiring fallback extraction to prevent broken dilution pipelines.
fall-development-robRetrieve SEC filings, XBRL company facts, and full-text content from EDGAR.
jefrncClassify SEC filing types and items for dilution risk analysis.
LeonChaoXExtract structured financial and ownership data from SEC EDGAR filings.
AlterLab-IEUFetch and parse SEC EDGAR filings into structured financial data.
