MCP Server for SEC EDGAR Data

NVIDIA's latest 8-K was accepted July 2, 2026 at 9:23 AM ET.

Want me to pull the actual contents of the item?

Comparing FY2026 10-K (filed Aug 7, 2026, FYE Jun 28) against FY2025 10-K (filed Aug 11, 2025, FYE Jun 29). Item 1A grew from ~12,050 to ~14,450 words (+20%), same four categories, with one risk factor added and one removed.

Legal exposure. The IP claims factor was retitled to add “Misuse of Third-Party Information” and now warns that law enforcement may investigate or charge Lam or its employees over improper receipt or misuse of designated technology or third-party confidential information under national/economic-security measures — with civil or criminal liability. The regulatory factor adds a candid admission: “there have been, and may continue to be, instances of our compliance policies and procedures not being effective.”

Cybersecurity (+792 words, roughly doubled). The biggest single change. FY2025 described conventional threats plus a two-sentence nod to AI. FY2026 adds prompt injection, hallucinations, agentic AI learning to circumvent security controls, and LLMs retrieving data using a user's credentials as a data-leakage vector. It also concedes that AI may discover and exploit vulnerabilities faster than Lam or its providers can patch them, and — new — that they may be unable to anticipate, identify, or remediate incidents in time. Threat actors are now named explicitly: ransomware, state-sponsored intrusions, corporate espionage, credential harvesting.

…

The document. Boeing's most recent credit agreement is the $3.0 billion 364-Day Credit Agreement dated August 25, 2025, filed as Exhibit 10.1 to an 8-K on August 28, 2025 (Items 1.01, 2.03, 9.01), accession 0000012927-25-000064. Citibank is administrative agent and JPMorgan Chase syndication agent. It replaced the $3.0 billion three-year facility from 2022 that terminated the same day. Schedule I sets total commitments at $3,000,000,000, upsizable to $4.0 billion.

The covenants.

…

The shelf itself. Plug Power's current shelf is a Form S-3ASR filed May 27, 2025, Registration No. 333-287577, accession 0001104659-25-052737. As an automatic shelf from a well-known seasoned issuer it became effective immediately on filing, and the fee table registers an indeterminate amount of common stock, preferred stock, warrants, debt securities and units under Rules 456(b) and 457(r), so there is no dollar cap on the shelf itself.

The ATM takedown. The main program off it is a $1,000,000,000 at-the-market common stock offering, prospectus supplement dated August 15, 2025 (424B5, accession 0001104659-25-079028), sold through B. Riley Securities as sales agent or principal. Commission is up to 3.0% of the gross sales price in agency transactions and 5.0% in principal transactions. Prospectus Supplement No. 1, dated September 30, 2025, added Yorkville Securities as a second agent.

…

212 Item 2.02 filings from technology issuers between August 1 and 12, 2026, from 209 distinct companies, filtered to SIC 3570–3579, 3670–3679 and 7370–7379. The peak was Thursday August 6 with 72 filings in one day.

AMD and Arista both filed on August 4. AMD (accession 0000002488-26-000121) reports Q2 revenue of $11,536M for the quarter ended June 27, up 50% year over year, with GAAP diluted EPS of $1.38. Data Center alone was $6.7B, up 107%. Arista (0001596532-26-000174) posted its first $3 billion quarter: revenue of $3.036B, up 37.7%, GAAP diluted EPS of $0.95.

Palantir was the software outlier. Its August 3 filing (0001321655-26-000039) reports Q2 revenue of $1.935B, up 93% year over year, with US commercial revenue up 149%.

…

Seven Form 8-K filings carried Item 1.05, Material Cybersecurity Incidents, between July 1 and August 12, 2026. Three are new disclosures. The other four are amendments from a single filer updating one incident.

The three new disclosures. Amgen, filed July 31, accession 0000318154-26-000119: unauthorized activity in cloud environments hosted by third-party providers, with proprietary data and patient health information exfiltrated. Navient, filed July 2, accession 0001140361-26-027441: a ransomware attack on a third-party law firm exposed borrower names, dates of birth, addresses and Social Security numbers. AdaptHealth, filed July 2, accession 0001104659-26-080297: a social engineering attack compromised a contractor session and reached cloud-based patient systems. All three state the incident is not currently expected to be material.

…

Counts for 2026 to date. These are exhibits, not form types, so the search runs across filing documents rather than filtering by form. “Credit agreement” returns 22,883 matching documents, “Indenture, dated as of” returns 23,228, and “lease agreement” returns 11,108. Two caveats: these are document-level hits, so one 8-K can produce several, and the filter is on filing date, not signing date.

Credit agreements and indentures. IBM filed an 8-K on June 23, 2026 extending both its $2.5B three-year and $7.5B five-year credit agreements by one year, as Exhibits 10.1 and 10.2, accession 0000051143-26-000061. Sysco filed on February 13, 2026 for $600M of 4.400% senior notes due 2031 and $650M of 4.950% notes due 2036, issued under the Forty-Eighth and Forty-Ninth Supplemental Indentures, accession 0001193125-26-051566.

One pattern worth flagging. Most credit agreement and lease hits are amendments to existing instruments rather than newly executed ones. Booz Allen's eleventh amendment and Crescent Energy's fifteenth are typical. Isolating first-time agreements means filtering the exhibit text, not the search phrase.

…

178 draft registration statements hit EDGAR between May 1 and August 12, 2026: 93 original DRS filings, 84 DRS/A amendments and one DRSLTR, across 145 distinct CIKs. The bucket is not purely IPOs. Already-public issuers use confidential submission for follow-ons and de-SPAC registrations too. Filtering to first-time draft submissions leaves 89 companies.

Three that ran the full arc. Jersey Mike's Subs submitted confidentially on April 10, amended three times, filed publicly on Form S-1 July 2, and priced 43,478,261 Class A shares at $23.00 on the NYSE under JMKE via a 424B4 on July 31. Latigo Biotherapeutics went DRS March 27, S-1 July 17, 424B4 August 7. SK hynix took the foreign-issuer route: DRS March 24, four amendments, F-1 June 24, 424B4 July 10.

The mechanic behind those dates. Each DRS carries a March to June submission date but only became retrievable the day the company filed publicly. The draft sits non-public with Corp Fin until the S-1 or F-1 lands, then the whole confidential history is released at once with its original dates intact. A DRS query never surfaces anyone still in the confidential stage. It surfaces the ones who just crossed the line.

…