omni-sec agents prompts read pr-firm-voting-results-narrative
omni-sec agents prompts copy pr-firm-voting-results-narrative | pbcopy

For a corporate IR client, pull the most recent annual meeting voting results, list every proposal with vote tallies and percentages, surface the named-executive comp context, and identify the top 5 factor-similar peer companies whose annual meetings ran in the same window. Output a recap memo + comparative table for the IR client briefing.

For a portfolio of 25 PR clients, sweep the past 30 days of 8-K filings, search for any Item 8.01 (Other Events) disclosure that references a 'material' announcement, and pull the full text of each match. Output a daily monitoring digest with one paragraph per event and a recommended client-comms posture.

Sweep the past 7 days of 8-K filings for any Item 5.02 (Departure of Directors or Certain Officers) disclosure. For each match, extract the full text, identify the officer's most recent compensation, and check Form 4 trading activity in the past 30 days. Output a crisis-comms prep packet ranked by reputational risk.

For an IR client (e.g., NFLX), generate the top 10 factor-similar peers, pull each peer's most recent annual financials and named-executive comp, and produce a comparison table. Output a crisis-comms briefing with three messages framed by where the client's metrics sit vs the peer cohort.

For a corporate client, list all Form 4 insider transactions in the past 90 days, identify any that occurred within 14 days of an earnings announcement (quiet period), and surface any 'trading window' or 'quiet period' language in recent filings. Output a comms advisory + compliance flags.

For an upcoming acquisition announcement, pull the most recent 8-K Item 1.01 (Material Definitive Agreement) for the acquirer, extract the deal terms, resolve the target entity, and pull comp comparison context for the acquirer's executives. Output a press-release ready brief with deal-terms summary, target profile, and exec-comp implications.

For a client's draft press release, pull the most recent 8-K filing that includes an Item 7.01 (Reg FD Disclosure) section, render the 8-K to markdown, run a semantic comparison against the press release content, and surface any material claim in the draft that lacks 8-K corroboration. Output a Reg FD compliance review.

For an upcoming earnings announcement (e.g., AAPL), pull consensus estimates, the most recent 4 quarters of income statement, and the latest 8-K Item 2.02 (Results of Operations and Financial Condition) section. Output a press-release outline with the headline beat/miss framing, three supporting bullets, and a draft management quote pulled from the 8-K narrative.

For a corporate IR client's most recent shareholder meeting, pull the structured voting results, named-executive comp from the same DEF 14A cycle, and the 8-K Item 5.07 (Submission of Matters to a Vote of Security Holders) text. Cross-reference with intelligence.query for any analyst or media commentary in the same window. Output a 1-page post-meeting narrative for the annual letter.

For a watchlist of 25 corporate clients, sweep the past 60 days of 8-K filings for Item 5.02 (officer/director departure or appointment) disclosures, extract the full text, identify the new appointee or departing director, pull comp comparison context, and check institutional ownership snapshot. Output a governance-comms digest.

For an IR client (diversified issuer), pull the segment-disclosure footnote from the latest 10-K, align with the latest annual segment-level income statement, and surface the segment with the largest absolute revenue growth and the segment with the largest margin compression. Output a roadshow narrative with three segment-level talking points.

For a corporate IR client, surface a sentiment pulse: build the factor-similar peer set, pull quarter-over-quarter institutional rotation across the cohort, and run a semantic intelligence query for analyst sentiment in the past 60 days. Output a 1-page stakeholder-sentiment briefing with three takeaways.