> ## Documentation Index > Fetch the complete documentation index at: https://docs.financialdatasets.rip/llms.txt > Use this file to discover all available pages before exploring further. # Get activist stakes > Returns only the activist (Schedule 13D) subset of beneficial ownership, which is how Financial Datasets defines this route: it publishes no type parameter of its own, and this server pins type=activist regardless of any type a caller sends, so the route can never be inverted into its passive opposite. Records are the same BeneficialOwner shape /beneficial-ownership returns, but the envelope key is activist_owners, matching Financial Datasets' ActivistOwnershipResponse. Exactly one of ticker or filer_cik is required; passing both, or neither, answers a bad_request ErrorResponse body at zero cost. filer_cik is matched only against whichever CIK-like alias a feed row happens to carry, and the verified 13D/13G item shape carries none, so a filer_cik query legitimately returns an empty list rather than a guess. history is accepted for parity but history=true answers a bad_request ErrorResponse body: these feeds carry only each stake's latest reported state, never a full amendment chain. FRESHNESS: measured live on 2026-09-04, the newest 13D record was filed 2026-03-06, roughly six months behind. This is not a real-time feed; read each row's own filing_date/event_date to judge recency. ## OpenAPI ````yaml /api-reference/openapi.json get /activist-ownership openapi: 3.1.0 info: title: Monid Finance API version: 1.0.0 summary: A Financial Datasets-compatible finance REST API backed by Monid providers. description: >- US equities fundamentals, prices, filings, news, insider trades, and a stock screener, generated faithfully from this repository's Go source (go/httpapi/rest.go, go/service, go/fd). This server is drop-in compatible with the Financial Datasets REST and MCP interface: the same route shapes, the same query parameters, and response objects whose field names and field order match the Financial Datasets contract, captured 2026-09-04. It is an independent, Monid-backed implementation; it is not affiliated with or endorsed by Financial Datasets, and no Financial Datasets data or outputs are used. **Bring your own Monid API key.** Every request carries the caller's own key in the `X-API-KEY` header. Usage bills that caller's own Monid wallet; this server never stores or logs the key. Get a key at https://monid.ai. **Coverage.** All 54 Financial Datasets REST paths are registered. all 54 return data; most call live Monid providers, and a handful (the static catalogs and the accept-universe coverage lists; see each operation's description) never call Monid at all. Every registered path answers from a live source; there are no not_implemented stubs. /kpi/metrics/sectors returns the screener provider's own industry taxonomy and /index-funds/tickers the upstream fund universe, both scraped through Monid on demand. See docs/compatibility.md for every deliberate deviation and docs/openapi-notes.md for how this document was derived. **Errors and soft failures.** Every failure — real HTTP error and zero-cost soft failure alike — uses the two-key body `{"error": , "message": }`. Some routes answer `not_found` with HTTP 200 rather than a 4xx status (see each operation's description). **Pagination.** List routes return a wrapped envelope (e.g. `{"income_statements": [...], "next_page_url": "..."}`) with opaque, server-minted base64url `cursor` tokens. Pages hold 10 records (100 for /prices). `next_page_url` is an absolute URL on this deployment's own host, present only when more records remain. **Ticker coverage lists are accept-universes, not data-coverage claims.** The eight `*/tickers` routes (e.g. /company/facts/tickers, /kpi/metrics/tickers) all answer from the same ~3,227-ticker US equity catalog: the tickers a route will ACCEPT as input, never a promise that every one of them has data for that particular dataset - this server has not measured per-dataset coverage. Their own `limit` (default 1000, max 5000) and `cursor` query parameters page through that shared universe independently of every other route's pagination convention above. contact: url: https://docs.financialdatasets.rip license: name: MIT identifier: MIT servers: - url: https://financialdatasets.rip description: Production (Fly.io). security: - ApiKeyAuth: [] tags: - name: Financial statements description: Income statements, balance sheets, cash flow statements. - name: Financial metrics description: Historical financial metrics and the live snapshot. - name: Earnings description: Earnings records composed from SEC filing events. - name: Filings description: SEC filing index and extracted filing sections. - name: Prices description: Historical OHLCV prices and the live price snapshot. - name: News description: Ticker-matched news. - name: Insider trades description: SEC Form 4 insider trading transactions. - name: Screener description: Stock screener and its executable filter catalog. - name: Company description: Company facts. - name: KPIs description: >- KPI-taxonomy metrics, forward guidance, and non-GAAP metrics extracted from SEC filings. - name: Macroeconomics description: Central bank policy interest rates. - name: Index funds description: ETF / index-fund holdings. - name: Institutional holdings description: SEC Form 13F institutional-holdings rows. - name: Ownership description: Insider, beneficial (13D/13G) and activist ownership state. - name: Not implemented description: >- Routes registered for Financial Datasets route parity; always a zero-cost not_implemented stub today. paths: /activist-ownership: get: tags: - Ownership summary: Get activist stakes description: >- Returns only the activist (Schedule 13D) subset of beneficial ownership, which is how Financial Datasets defines this route: it publishes no type parameter of its own, and this server pins type=activist regardless of any type a caller sends, so the route can never be inverted into its passive opposite. Records are the same BeneficialOwner shape /beneficial-ownership returns, but the envelope key is activist_owners, matching Financial Datasets' ActivistOwnershipResponse. Exactly one of ticker or filer_cik is required; passing both, or neither, answers a bad_request ErrorResponse body at zero cost. filer_cik is matched only against whichever CIK-like alias a feed row happens to carry, and the verified 13D/13G item shape carries none, so a filer_cik query legitimately returns an empty list rather than a guess. history is accepted for parity but history=true answers a bad_request ErrorResponse body: these feeds carry only each stake's latest reported state, never a full amendment chain. FRESHNESS: measured live on 2026-09-04, the newest 13D record was filed 2026-03-06, roughly six months behind. This is not a real-time feed; read each row's own filing_date/event_date to judge recency. operationId: get_activist_ownership parameters: - name: ticker in: query required: false schema: type: string description: >- Ticker of the issuer whose activist stakes to list, for example AAPL. - name: filer_cik in: query required: false schema: type: string description: >- SEC CIK of a reporting person. See the route description: the verified feed shape carries no CIK, so this legitimately returns an empty list. - name: history in: query required: false schema: type: boolean default: false description: >- Accepted for Financial Datasets parameter parity. history=true answers a bad_request ErrorResponse body; only each stake's current reported state is available. - name: filing_date in: query required: false schema: type: string format: date description: >- Restricts to stakes whose filing_date exactly equals this date (YYYY-MM-DD). - name: filing_date_gte in: query required: false schema: type: string format: date description: Restricts to stakes filed on or after this date (YYYY-MM-DD). - name: filing_date_lte in: query required: false schema: type: string format: date description: Restricts to stakes filed on or before this date (YYYY-MM-DD). - name: filing_date_gt in: query required: false schema: type: string format: date description: Restricts to stakes filed strictly after this date (YYYY-MM-DD). - name: filing_date_lt in: query required: false schema: type: string format: date description: Restricts to stakes filed strictly before this date (YYYY-MM-DD). - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 1000 default: 10 description: 'Number of records to retrieve (default: 10, max: 1000).' - name: cursor in: query required: false schema: type: string description: >- Opaque base64url pagination cursor from a previous response's next_page_url. Omit for the first page. responses: '200': description: >- Illustrative shape (no captured live sample committed for this route); values are structural placeholders, not a claim about real reported figures. content: application/json: schema: $ref: '#/components/schemas/ActivistOwnershipResponse' examples: example: value: activist_owners: - ticker: AAPL reporting_person_name: Example Activist Partners LP form_type: SCHEDULE 13D type: activist filing_date: '2026-03-06' aggregate_amount_beneficially_owned: 52000000 percent_of_class: 6.4 '400': $ref: '#/components/responses/BadRequest' '401': $ref: '#/components/responses/Unauthorized' '402': $ref: '#/components/responses/PaymentRequired' '429': $ref: '#/components/responses/TooManyRequests' '502': $ref: '#/components/responses/BadGateway' '504': $ref: '#/components/responses/GatewayTimeout' components: schemas: ActivistOwnershipResponse: type: object title: ActivistOwnershipResponse description: >- List envelope for /activist-ownership: {"activist_owners": [...]}. Financial Datasets keys this route differently from /beneficial-ownership even though both carry the same BeneficialOwner record, so this server does too. properties: activist_owners: type: array items: $ref: '#/components/schemas/BeneficialOwner' next_page_url: type: string description: >- Absolute URL of the next page. Present only when more records remain. required: - activist_owners BeneficialOwner: type: object title: BeneficialOwner description: >- One Schedule 13D/13G beneficial-ownership stake. Sourced from SECForm4's 13D and 13G feeds. Every field is a pointer with omitempty in the Go source: unsourced values are omitted, never nulled or fabricated. The Financial Datasets BeneficialOwner contract also declares issuer_name, issuer_cik, issuer_cusip, security_class_title, reporting_person_cik, type_of_reporting_person, citizenship_or_place_of_organization, is_amendment, amendment_number, accession_number, the four voting/dispositive power fields, purpose_of_transaction, rule_filed_under and is_latest; these feeds never carry them, so they are absent from every response rather than present-and-null. FRESHNESS: measured live on 2026-09-04, the newest record in the 13D feed was filed 2026-03-06, roughly six months behind. This is not a real-time feed; read each row's own filing_date/event_date to judge recency. properties: ticker: type: string description: Uppercase ticker symbol of the issuer whose stake is reported. filer_cik: type: string description: >- SEC CIK of the reporting person, when the feed row carries a CIK-like value. reporting_person_name: type: string description: Name of the reporting person (the filer) as the feed reports it. form_type: type: string description: SCHEDULE 13D for activist stakes, SCHEDULE 13G for passive ones. type: type: string enum: - activist - passive description: activist for 13D rows, passive for 13G rows. filing_date: type: string format: date description: Date the schedule was filed (YYYY-MM-DD). event_date: type: string format: date description: Date of the event that triggered the filing (YYYY-MM-DD). aggregate_amount_beneficially_owned: type: number description: >- Shares beneficially owned, parsed from the feed's compound shares/percent field. percent_of_class: type: number description: >- Percent of the class beneficially owned, parsed from the same compound field. share_change: type: number description: >- Change in shares versus the filer's previous report. Not part of the Financial Datasets BeneficialOwner contract; kept because SECForm4 genuinely reports it. share_change_percent: type: number description: >- The same change expressed as a percent. Not part of the Financial Datasets contract; see share_change. ErrorResponse: type: object title: ErrorResponse description: >- Uniform error/soft-failure body: {"error": , "message": }. Used both for real HTTP error statuses and for 200 OK "not_found"/"not_implemented" soft failures that this API never bills for. properties: error: type: string description: >- Machine-readable error code, e.g. bad_request, unauthorized, payment_required, rate_limited, upstream_error, upstream_schema_changed, upstream_timeout, unsupported, invalid_cursor, not_found, not_implemented. message: type: string description: Human-readable detail. required: - error - message responses: BadRequest: description: >- 400 Bad Request. Validation failed before any paid Monid call was made (bad_request), or the request is well-formed but names a capability this server deliberately rejects (unsupported), e.g. as_reported=true or a non-USD currency. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: bad_request: summary: Validation failure value: error: bad_request message: ticker must be 1-20 letters, digits, dots, or hyphens unsupported: summary: Deliberately rejected capability value: error: unsupported message: >- as_reported is not supported by the Monid-backed server; as_reported=True cannot be answered honestly. invalid_cursor: summary: Malformed pagination cursor value: error: invalid_cursor message: cursor is not a valid opaque pagination token Unauthorized: description: >- 401 Unauthorized. The X-API-KEY header was missing, empty, or contained control characters, or (if the operator configured an allowlist) the key is not on it. This check runs before any Monid call. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: unauthorized: value: error: unauthorized message: Missing or invalid API key. PaymentRequired: description: >- 402 Payment Required. The caller's own Monid wallet could not cover the call (Monid returned a blocked/insufficient-funds result). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: payment_required: value: error: payment_required message: 'Monid run blocked: insufficient wallet balance.' TooManyRequests: description: >- 429 Too Many Requests. Per-API-key token-bucket rate limit exceeded (default 60/min per key; 10/min for keyless demo traffic, where enabled). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: rate_limited: value: error: rate_limited message: Rate limit exceeded. Retry shortly. BadGateway: description: >- 502 Bad Gateway. The upstream Monid provider call failed for a reason other than auth/funds/timeout (upstream_error), or its payload no longer matches the shape this server parses (upstream_schema_changed). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: upstream_error: summary: Generic upstream failure value: error: upstream_error message: provider returned HTTP 500 upstream_schema_changed: summary: Upstream payload shape drifted value: error: upstream_schema_changed message: provider payload is not valid JSON GatewayTimeout: description: 504 Gateway Timeout. The upstream Monid provider call timed out. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: upstream_timeout: value: error: upstream_timeout message: provider request timed out securitySchemes: ApiKeyAuth: type: apiKey in: header name: X-API-KEY description: >- The caller's own Monid API key (get one at https://monid.ai?fpr=dhruv-15136b). Passed straight through to Monid on every call, so usage bills the caller's own wallet — this is never a shared server-side credential, and the server never logs or stores it. Missing, empty, or malformed values answer 401 unauthorized before any paid call is attempted. ````