# Jive Data – Google Workspace™ Marketplace Listing (Overview)

The sections below are the source copy for the Google Workspace™ Marketplace console. Use plain text only in the listing fields (no Markdown: no asterisk-bold, no `#` headings, no `|` tables).

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## Short description (e.g. ~80 chars)

📊 SEC filings, insider trades, 13F data & statement line items in Google Sheets™.

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## Long description / Overview

Stop copy-pasting from EDGAR. Jive Data brings clean SEC data into Google Sheets™ with one custom function:

=jivedata(symbol, type)
=jivedata(ticker, lineItem, year or TTM)

No CSV hunts, no manual refreshes for static exports—build models and dashboards that update when you recalculate. Perfect for analysts, investors, and anyone who lives in spreadsheets.

📌 AT A GLANCE

📈 SEC filings — 10-K, 10-Q, 8-K, and more for U.S. tickers.

👤 Insider transactions — Form 4 (and 3/5) parsed into clear rows.

🏦 Institutional ownership — 13F/13D/13G holders plus full 13F by filer.

📊 Financial statements — Full 10-K tables, or a single line item in one cell.

⚡ One formula — =jivedata("AAPL","filings") — no extra UI after you authorize once.

📑 DATA YOU CAN PULL IN

• Insider transactions — Form 3/4/5 activity, one row per transaction: date, insider name(s), SEC transaction type, shares, value, price per share, filing link.
Example: =jivedata("GME","insider")

• SEC filings — Company filing list: date, company name, form type (10-K, 10-Q, 8-K, etc.), accession number, URL.
Example: =jivedata("AAPL","filings")

• Ownership — 13F/13D/13G holders for a stock: holder type, name, filing date, position value, portfolio value, link to the filer.
Example: =jivedata("NVDA","ownership")

• 13F holdings — A specific fund’s latest 13F: issuer, CUSIP, class, value, shares, filing date, filer name.
Example: =jivedata("berkshire-hathaway-inc","13F")

• Financials (full tables) — 10-K statements from SEC XBRL: income statement, balance sheet, cash flow; line items with fiscal-year columns and units.
Example: =jivedata("AAPL","financials")
Optional trailing cell (e.g. $A$1) is ignored and can be used only to force Sheets recalc: =jivedata("AAPL","financials",$A$1)

• Financial line items (single number) — Pull one income statement, balance sheet, or cash flow figure into a cell. Year omitted = latest annual (SEC fiscal year). Pass a year for that fiscal year, or "TTM" for trailing twelve months when quarterly data supports it. A cell reference that is empty or not a year/TTM is treated as latest annual (refresh-friendly).
Examples:
=jivedata("GME","Revenue",2015)
=jivedata("GME","Revenue")
=jivedata("GME","Revenue","TTM")
=jivedata("GME","Cash")
=jivedata("GME","Total Cash")
=jivedata("GME","Marketable Securities")
=jivedata("GME","Digital Assets")
=jivedata("GME","Shares Outstanding")
=jivedata("AAPL","Net Income")
=jivedata("MSFT","EBITDA","TTM")
=jivedata("AAPL","Total Debt")
=jivedata("AAPL","Capex",2023)

Common items include Revenue, Net Income, EBITDA, Capex, Free Cash Flow, Total Assets, Equity, Total Debt, EPS, and:
• Cash — cash & cash equivalents only
• Total Cash — cash + marketable securities + digital assets (when tagged)
• Marketable Securities
• Digital Assets
• Shares Outstanding — basic shares from the latest 10-K cover page (or that fiscal year’s 10-K); "TTM" = latest reported outstanding (often a later 10-Q). Not weighted-average diluted shares used for EPS.

Aliases like Rev, NetIncome, TotalCash, SharesOutstanding, gross profit work. Coverage depends on what the company tags in SEC XBRL.

🚀 HOW TO USE

For insider, filings, ownership, financials, and line items, the first argument is a U.S. stock ticker (e.g. GME, AAPL, NVDA).

For 13F, the first argument is the filer slug (e.g. berkshire-hathaway-inc). Browse filers and exact slugs at https://jivedata.com

Coverage depends on SEC XBRL company facts for that ticker. Some items or TTM may be unavailable when the company does not report the underlying concept.