Law firm prompt library

For [TICKER] during [DATE RANGE], resolve the issuer and inventory 10-K, 10-Q, 8-K, and DEF 14A filings. Retrieve the latest 10-K Item 3 and Item 1A, recent Item 5.02 disclosures, and Form 4 activity. Deliver a chronology with form, filed date, accession, section, and short neutral description. Do not call something enforcement history unless an SEC or issuer source expressly says so. Use entities.resolve, filings.search, sections.get, sections.search, 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] and [DATE RANGE], locate 8-K Item 1.01 disclosures and retrieve each matching section and filing metadata. Identify only counterparties, agreement type, dates, and terms actually disclosed; export a selected accession in [PDF OR DOCX] only after confirming it. Return a citation table and unanswered-diligence questions. Do not infer terms from a filing title. Use entities.resolve, filings.search, sections.search, sections.get, and filings.export. 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] and meeting date [DATE], retrieve structured voting results, the related Item 5.07 disclosure, and the relevant DEF 14A compensation record. Reconcile proposal labels and vote outcomes to the source filings, noting the meeting type and reporting date. Do not characterize a vote as contested or infer investor intent without filing support. Use entities.resolve, events.voting_results, sections.get, comp.list, and filings.search.

For [TICKER LIST] over [24 MONTHS], find 10-K/A and 10-Q/A filings, search for restatement, revision, and non-reliance language, and retrieve related Item 9A or 4.02 sections. Map original and amended accessions where available. An amendment is not necessarily a restatement; report the issuer's wording and affected periods. Use entities.resolve, filings.search, sections.search, sections.get, and filings.latest. 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], collect the latest 10-K, the latest [N] 10-Qs, and 8-Ks matching [SEARCH TERMS]. Produce a manifest with accession, form, filed date, source URL, and requested export format [PDF/DOCX]. After selecting each manifest row, call `filings.export` with that row's `accessionNumber` and the requested `format` (`pdf` or `docx`); do not use `filings.render` for binder exports. Record hashes or identifiers returned. The output is a research binder, not a chain-of-custody certification. Use entities.resolve, filings.search, filings.latest, and filings.export.

For [TICKER LIST] in [DATE RANGE], locate Item 5.02 disclosures and retrieve the complete section. State the filing's description of appointment, resignation, retirement, termination, or board change; add latest disclosed compensation and Form 4 context only for confirmed people. Do not infer cause or legal significance. 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] in [DATE RANGE], list Form 4 transactions by reporting person, transaction code, date, price, and reported shares. Compare the result with proxy compensation disclosures and relevant Form 4 footnotes where available. Flag transactions for reviewer attention using objective thresholds [THRESHOLD], not a conclusion of compliance or noncompliance. Use entities.resolve, insiders.list, comp.list, filings.search, and sections.get. 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] and peer list [TICKERS], retrieve each latest 10-K Item 1A and build a topic matrix using explicit source excerpts. You may use factors.related_stocks to suggest candidates, but confirm issuer and fiscal-year comparability first. Report differences in disclosure, not missing legal obligations or proposed drafting. Use entities.resolve, factors.related_stocks, sections.get, sections.search, and filings.search.

Research how issuers discuss [TOPIC] in [FORM] filed during [DATE RANGE]. Use intelligence.query to find leads, then retrieve and quote the minimal relevant filing sections for [N] representative issuers. Classify the disclosed approaches and cite every excerpt. The search is not a complete survey and cannot establish market practice. Use intelligence.query, sections.search, sections.get, filings.search, and filings.export. 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 [DATE RANGE], search 10-K and 10-Q filings for going-concern and substantial-doubt language. Retrieve matching sections plus current balance-sheet and cash-flow data, preserving fiscal periods. Report management's stated plans and reported liquidity; do not calculate a solvency opinion or legal conclusion. Use sections.search, sections.get, companies.balance_sheets, companies.cash_flow_statements, and filings.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.

For [TICKER] as of [DATE], retrieve latest annual and quarterly financial statements, key ratios, and a current market snapshot. Build a source table that distinguishes reported values from computed ratios and labels each period. Do not supply damages, valuation, causation, or loss opinions. Use entities.resolve, companies.financials, companies.ratios, market.snapshots, and filings.search.

For [TICKER], assemble the latest proxy compensation record, prior-year compensation comparison, latest available institutional-holder snapshot, and [12 MONTHS] of Form 4 transactions. Deliver a neutral governance binder with filing/report dates and sources, keeping delayed 13F data separate from issuer disclosures. Use `owners.institutional_holders` with the issuer ticker or issuer CIK; the manager-specific 13F holdings tool requires a named manager CIK. Do not assess fiduciary duty, board conduct, or D&O coverage. Use comp.list, comp.compare, owners.institutional_holders, insiders.list, and filings.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.