Insurance and risk prompt library

Build a D&O renewal research note for [TICKER] as of [DATE]. Resolve the issuer, retrieve its latest 10-K and relevant 8-Ks, then read Item 1A risk factors and Item 7 MD&A. Add current named-executive compensation, recent Form 4 activity, and the latest available institutional-holder context. Use `owners.institutional_holders` with the issuer ticker or issuer CIK; the manager-specific 13F holdings tool requires a named manager CIK. Separate facts from underwriting interpretation. Cite each finding with form, filing date, accession number, and section or transaction reference. Flag only disclosed auditor changes, restatement language, control weaknesses, executive departures, or unusually concentrated ownership; do not infer fraud, claim likelihood, or coverage. Use entities.resolve, filings.search, sections.get, comp.list, insiders.list, and owners.institutional_holders.

For [TICKER LIST] during [START DATE] through [END DATE], search 8-K sections for Item 4.01 and phrases such as "certifying accountant." For each candidate, retrieve the issuer's Item 4.01 section and report the predecessor, successor, stated reason, disagreements if disclosed, and filing accession. Search the same issuer's latest 10-K and 10-K/A for material-weakness language. Deliver a triage table with a direct filing link or accession for every row. This is a keyword-led disclosure review: absence of a result is not proof that no auditor event occurred. Use sections.search, sections.get, filings.search, and intelligence.query only as a secondary lead. For a date window, MCP `filings.search` and `sections.search` do not filter by date: fetch candidate records, then post-filter the returned `filingDate` locally before selecting sections or reporting results.

Review [TICKER LIST] for disclosures filed in the last [12 MONTHS]. Search 10-K and 10-Q sections for "material weakness" and "internal control over financial reporting," then retrieve the applicable control discussion from the source filing. Check for amended annual reports and summarize remediation language, affected period, and whether management states the weakness remains open. Output a source table followed by a short issuer-by-issuer note. Quote only the minimum necessary text and attach form, fiscal period, filing date, accession, and section key. Do not convert disclosure language into a severity score or an audit opinion. Use sections.search, sections.get, filings.search, and companies.overview. For a date window, MCP `filings.search` and `sections.search` do not filter by date: fetch candidate records, then post-filter the returned `filingDate` locally before selecting sections or reporting results.

For [TICKER LIST] and the last [24 MONTHS], locate 10-K/A and 10-Q/A filings, then search those filings and the related original reports for "restatement," "revision," and "non-reliance." For every match, identify the financial periods affected, the issuer's stated reason, any Item 4.02 or Item 9A disclosure, and the accession numbers for both original and amendment where available. Produce a review queue sorted by filing date, not an actuarial or claims ranking. State clearly when an amendment does not itself establish a restatement. Use filings.search, sections.search, sections.get, and companies.financials. For a date window, MCP `filings.search` and `sections.search` do not filter by date: fetch candidate records, then post-filter the returned `filingDate` locally before selecting sections or reporting results.

Monitor [TICKER LIST] for [DATE RANGE]. Find 8-K Item 5.02 disclosures, retrieve the full section for each event, and classify the disclosed event as appointment, retirement, resignation, termination, board change, or other. Add the latest proxy compensation record and the reporting person's Form 4 activity only when the identity can be matched confidently. Provide an alert digest with exact filing evidence and a separate "questions for review" column. Do not label a routine transition a claims trigger or speculate about undisclosed reasons. Use filings.search, sections.search, sections.get, comp.list, and insiders.list. For a date window, MCP `filings.search` and `sections.search` do not filter by date: fetch candidate records, then post-filter the returned `filingDate` locally before selecting sections or reporting results.

For [TICKER], create a public-disclosure peer context note. Use factors.related_stocks to propose up to [10] comparable names, then retrieve each company's latest annual financial statements and named-executive compensation. For the subject and peers, identify disclosed control weaknesses, restatements, or auditor-change filings in [LOOKBACK]. Present the raw measures and citations; explain why a factor-similar peer is only a screening cohort, not an underwriting comparable. Do not recommend premium, retention, limits, or terms. Use factors.related_stocks, companies.financials, comp.list, filings.search, and sections.search. For a date window, MCP `filings.search` and `sections.search` do not filter by date: fetch candidate records, then post-filter the returned `filingDate` locally before selecting sections or reporting results.