PR firm prompt library

For [TICKER] and meeting date [DATE], retrieve voting results, the related 8-K Item 5.07 section, and the current proxy compensation record. Draft a factual briefing with proposal outcomes, disclosed vote counts, and source citations. Do not add sentiment, causes, or a narrative not supported by the filing. Use events.voting_results, sections.get, comp.list, filings.search, and entities.resolve.

For [TICKER LIST] during [DATE RANGE], inventory 8-K filings and retrieve sections for items [ITEM LIST]. Return a client-by-client digest with filing date, accession, disclosed event, and a linkable source reference. Label unknowns and do not call an item material beyond the issuer's filing. Use filings.search, sections.search, sections.get, filings.latest, and entities.resolve. 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], retrieve Item 5.02 disclosures, relevant Form 4 activity, and current proxy compensation context. Produce a facts-first briefing: named person, disclosed role change, effective date, and source. Do not speculate about motive, succession, or market reaction. Use filings.search, sections.search, sections.get, insiders.list, and comp.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 [PEER LIST], retrieve current financial statements and recent 8-K filings for [TOPIC]. Provide a dated comparison table with each issuer's reported facts and citations. A factor-similar cohort is a research aid, not a communications benchmark. Use entities.resolve, factors.related_stocks, companies.financials, filings.search, and sections.search.

For [TICKER] and internal review window [START]-[END], list reported Form 4 transactions and current compensation disclosures. Provide reporting person, transaction code, transaction date, and filed date, with source references. Do not decide whether a transaction violates a policy or securities law. Use insiders.list, comp.list, filings.search, entities.resolve, 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 proposed announcement date [DATE], find recent 8-K Item 1.01, 2.01, and 8.01 disclosures and retrieve the relevant sections. Create a facts-only source sheet of disclosed parties, timing, consideration, and stated rationale. Do not draft a release or fill gaps with external reporting. Use filings.search, sections.search, sections.get, filings.latest, and entities.resolve.

Compare this draft text: [PASTE TEXT] against [TICKER]'s latest 8-K and 10-Q/10-K sections on [TOPIC]. List statements that are directly supported, unsupported, or need a source check, with filing citations. This is a factual comparison only, not a Regulation FD or legal compliance opinion. Use filings.search, filings.latest, sections.search, sections.get, and filings.render.

For [TICKER] and quarter [FISCAL QUARTER], retrieve the relevant income statement, 10-Q MD&A, and earnings-related 8-K. Make a table of reported revenue, margins, cash-flow measures, and management discussion with fiscal labels. Do not write forward-looking language or reconcile non-GAAP measures unless the issuer disclosure supplies it. Use companies.income_statements, companies.cash_flow_statements, sections.get, filings.search, and entities.resolve.

For [TICKER]'s [DATE] meeting, reconcile structured voting results, Item 5.07, and the applicable DEF 14A. Prepare a concise outcome record with proposal titles, reported vote outcomes, and citations. Do not claim shareholder sentiment beyond the disclosed vote. Use events.voting_results, sections.get, filings.search, comp.list, and entities.resolve.

For [TICKER LIST] in [DATE RANGE], retrieve Item 5.02 disclosures and list appointments and departures exactly as filed. Add current compensation and institutional-holder data only as dated context. Use `owners.institutional_holders` with each issuer ticker or issuer CIK; do not pass an issuer identifier to the manager-specific 13F holdings tool, which requires a manager CIK. Do not infer governance quality or a rationale for the change. Use filings.search, sections.search, sections.get, comp.compare, and owners.institutional_holders. 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], retrieve the latest segment footnote, annual income statement, and Item 8 financial-statement section. Build three discussion points that restate disclosed segment trends and label their fiscal period. Do not create segment margins or future claims not in the filing. Use intelligence.footnotes, companies.income_statements, sections.get, filings.search, and entities.resolve.

For [TICKER], create a dated context brief from factor-similar peers, intelligence-query leads for [TOPIC], and the latest reported changes for named 13F managers [13F MANAGER CIK LIST]. `owners.compare_13f` requires each manager CIK; use `owners.institutional_holders` first when you need to discover managers for an issuer. Separate analytics and delayed ownership reports from primary filing evidence. Do not present the output as real-time sentiment, media monitoring, or investor intent. Use entities.resolve, factors.related_stocks, owners.compare_13f, intelligence.query, and filings.search.