[rishsriv]

The plugin docs now say that FactIQ holds IPO registration statements and final prospectuses for US-listed companies, and they say how to read them. The data was already returned by the tools, but the docs did not name these filings, so a model that followed the docs had no reason to ask for them.

The docs left out filings that the tools already return

For companies that went public recently, FactIQ reads the S-1 or F-1 registration statement and the 424B4 or 424B1 final prospectus. From them it returns statement figures for the years before the company's first periodic report, the offering terms (price range, shares offered, proceeds), the management discussion, and the risk-factor headings. The skill and the filings schema reference listed only 10-K, 10-Q, 8-K, 20-F, 40-F and 6-K.

Two docs change, plus the version

• skills/factiq/SKILL.md, the search_company_filings row: names the registration statement and final prospectus, adds offering_terms to the metric_class values, and says that report_type="424B4" with search_target="commentary" reads only the prospectus.
• references/data/schemas.md, the filings row: names the new forms; describes the sec_registration and sec_offering dataset codes; says that filing_claims and filing_risks also hold prospectus rows; and says that describe_dataset does not describe these two codes, so they are read through search_company_filings or run_sql on source_series.
• Version 0.45.0 → 0.46.0 in both plugin.json files.

Evidence: the documented calls work today

Same company (Lyntris, LYNX, IPO in August 2026):

search_company_filings(company="LYNX", search_target="facts", metric_class="offering_terms", format="pretty")

Lyntris Inc.
└── FY 2026 · S-1/A · ending 2026-08-12 · Registration statement amendment (SEC)
    └── Offering Terms
        ├── Offering Price Range High ... 2026-08-12: 22 USD/share
        ├── Offering Price Range Low ... 2026-08-12: 19 USD/share
        ├── Securities Offered by Company ... 2026-08-12: 4,878,049 shares
        └── Securities Offered by Selling Holders ... 2026-08-12: 19,121,951 shares

search_company_filings(company="LYNX", search_target="commentary", report_type="424B4", limit=2, format="pretty")

Lyntris Inc.
└── 424B4 · filed 2026-08-19
    ├── defense technology positioning [competitive positioning · positive]: LYNX positions itself as a leading defense technology provider of sense-to-act connectivity solutions. · quote: "We are a leading defense technology company delivering "sense-to-act" connectivity solutions for the modern, connected battlespace."
    └── ...

run_sql(schema="filings", sql="SELECT dataset_code, count(*) FROM filings.source_series WHERE dataset_code IN ('sec_registration','sec_offering') GROUP BY 1") returns 3,937 sec_registration series and 2,480 sec_offering series. describe_dataset("filings", "sec_registration") returns "No dataset", which is why the schema reference names the other route.

Details

• pytest tests/: 77 passed, 14 subtests passed.
• The eval mock of the tool list (evals/mocks/factiq/_tools.json) is an older copy of the tool text and is not changed here.

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