SEC Schedule 13D/13G — activist & 5% stakes, every reporting person

Every Schedule 13D and 13G filed on EDGAR in your window, parsed from the SEC's own XML — each reporting person as its own row with percent of class, shares and voting power, the issuer's CUSIP and tickers, the 13D's Item 4 "Purpose of Transaction" text with purpose flags, and isActivist for a new 13D. No browser, no proxy, no paid data, no start fee.

A Schedule 13D is the filing a holder must make within five business days of crossing 5% of a class with intent — activists, acquirers, control groups. A 13G is the passive version — index funds, advisers, banks. Since the SEC's structured-data rule (December 2024) both are filed as XML, so the cover page and the numbered items are fields. This Actor reads those fields; the multi-form scrapers that list "13D/G" still scrape the HTML rendering.

What you get that a summary-table scraper doesn't

Field	Why it matters
reportingPersons[]	Every person on the cover page, not just the first: name, CIK, SEC type code decoded (IA investment adviser, HC parent holding company, IN individual, PN partnership …), percent of class, aggregate shares, sole/shared voting and dispositive power, citizenship. A joint filing by a fund, its GP and its founder is three rows.
isActivist	true for an original Schedule 13D — not an amendment, not a 13G. The 4-8 filings a day that say someone crossed 5% on purpose.
purposeOfTransaction + purposeFlags	The 13D's Item 4 text (first 2,000 chars) and deterministic flags over it: board, proxy, nominate, merger, strategic-alternatives, management-change, capital-return, engage, financing. Keyword rules, listed below — no model, same input same output.
sourceOfFunds	Item 3: working capital, margin, borrowed funds.
eventDate, lagDays	The date that triggered the filing vs the filed date. A 13D filed 22 days after the event is a fact worth having as a number.
cusip, securityClass, tickers	CUSIP and class from the filing itself; tickers from the SEC's company_tickers.json, so the CIK-to-ticker map is the SEC's.
maxPercentOfClass, maxAggregateShares	The largest reporting person's numbers, for a one-glance filter.

A real record

Produced from live EDGAR data on 2026-09-24 (a Schedule 13D filed 2026-09-23; person names shortened):

{
  "type": "stake",
  "form": "SCHEDULE 13D",
  "schedule": "13D",
  "isAmendment": false,
  "isActivist": true,
  "accession": "0000921895-26-002628",
  "filedDate": "2026-09-23",
  "eventDate": "2026-09-18",
  "lagDays": 5,
  "issuerName": "URSB Bancorp, Inc.",
  "issuerCik": "0002045301",
  "tickers": ["URSB"],
  "cusip": "90323M102",
  "securityClass": "Common Stock, par value $0.01 per share",
  "personCount": 8,
  "maxPercentOfClass": 9.0,
  "reportingPersons": [
    {"name": "SEIDMAN & ASSOCIATES LLC ET AL", "cik": "0001000267", "typeCode": "OO", "type": "other", "percentOfClass": 2.2, "aggregateShares": 51642.0,
     "soleVoting": 51642.0, "sharedVoting": 0.0, "soleDispositive": 51642.0, "sharedDispositive": 0.0, "citizenship": "NJ"},
    {"name": "…", "typeCode": "IN", "type": "individual", "percentOfClass": 9.0, "aggregateShares": 209940.0, "…": "…"}
  ],
  "purposeOfTransaction": "The Reporting Persons originally purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued …",
  "purposeFlags": ["board", "engage"],
  "sourceOfFunds": "The Shares purchased by the Reporting Persons were purchased with working capital …",
  "primaryDocUrl": "https://www.sec.gov/Archives/edgar/data/1026081/000092189526002628/primary_doc.xml",
  "filingIndexUrl": "https://www.sec.gov/Archives/edgar/data/1026081/000092189526002628/0000921895-26-002628-index.htm"
}

Input

Field	Default	Notes
secContactEmail	—	Required. Sent in the User-Agent to sec.gov only. EDGAR returns 403 without it.
lookbackDays	3	Calendar days of daily indices back from endDate. Weekends/holidays are skipped.
endDate	today	YYYY-MM-DD.
schedules	both	["13D"], ["13G"] or empty.
includeAmendments	true	13D/A and 13G/A carry isAmendment: true.
activistOnly	false	Only original 13Ds (isActivist). Implies schedules=["13D"], no amendments.
tickers	any	Issuer tickers per the SEC's map.
minPercentOfClass	0	Largest reporting person must hold at least this percent.
purposeFlags	any	Keep 13Ds whose Item 4 carries one of the flags.
maxFilings	150	Newest first. Bounds runtime and cost.

Legacy SC 13D / SC 13G (HTML-only, pre-2025) are skipped and counted in the run summary as legacyHtmlSkipped.

Purpose flags — the rules

Case-insensitive regular expressions over Item 4. board: board / director(s) · proxy: proxy, solicit · nominate: nominat… · merger: merger, acquire/acquisition, tender offer · strategic-alternatives: "strategic alternatives", "sale of the company/issuer", going private · management-change: management within 60 chars of change/replace/remove · capital-return: buyback, repurchase, dividend, capital allocation · engage: engage, discussion(s), communicat… · financing: financ…, loan, credit. A flag is a pointer to the text, not a verdict.

Pricing

No start fee. You pay per event, so the bill tracks what the run actually did:

Event	Price	Charged when
Schedule 13D/13G filing	$0.001	per schedule whose XML was fetched and parsed. Errors are not charged.
Ownership stake record delivered	$0.001	per record pushed after your filters.
New Schedule 13D (activist stake) delivered	$0.02	per original 13D record delivered — the output you came for.

Worked examples, in cents. A full day (about 50 schedules, 4-8 new 13Ds): 50 × 0.1¢ + 50 × 0.1¢ + 6 × 2¢ = 22¢. activistOnly for a day: 6 parsed + 6 records + 6 activist = 13¢. A month of daily activist runs is about $3. Apify platform usage is billed separately and is small: this is a plain Python container with no browser.

SEC fair access

Requests carry your contact address and are paced at about 7.5 per second, under the SEC's published limit of 10. Neither is configurable, by design.

Output

Dataset: one record per filing (view Ownership stakes). Key-value store SUMMARY: filingsIndexed, legacyHtmlSkipped, filingsParsed, parseOutcomes, recordsPushed, activistPushed, and the per-event counts charged. Run it locally with python -m src.main — the parser is plain Python (requests + lxml).