From 0c1a66fa5ba939520661c47b6db7fc713879be3e Mon Sep 17 00:00:00 2001
From: justinpolygon <123573436+justinpolygon@users.noreply.github.com>
Date: Tue, 28 Apr 2026 11:20:16 -0700
Subject: [PATCH 1/6] Sync client-python with OpenAPI spec (#1014)

---
 massive/rest/models/financials.py | 254 ++++++++++++++++++++++++++++++
 massive/rest/reference.py         | 131 +++++++++++++++
 2 files changed, 385 insertions(+)

diff --git a/massive/rest/models/financials.py b/massive/rest/models/financials.py
index a2989f15..feda1341 100644
--- a/massive/rest/models/financials.py
+++ b/massive/rest/models/financials.py
@@ -922,6 +922,60 @@ def from_dict(d):
         )
 
 
+@modelclass
+@dataclass
+class Filing13F:
+    """SEC Form 13F filings data showing institutional investment manager holdings."""
+
+    accession_number: Optional[str] = None
+    cusip: Optional[str] = None
+    file_number: Optional[str] = None
+    filer_cik: Optional[str] = None
+    filing_date: Optional[str] = None
+    filing_url: Optional[str] = None
+    film_number: Optional[str] = None
+    form_type: Optional[str] = None
+    investment_discretion: Optional[str] = None
+    issuer_name: Optional[str] = None
+    market_value: Optional[int] = None
+    other_managers: Optional[List[str]] = None
+    period: Optional[str] = None
+    put_call: Optional[str] = None
+    shares_or_principal_amount: Optional[int] = None
+    shares_or_principal_type: Optional[str] = None
+    title_of_class: Optional[str] = None
+    voting_authority_none: Optional[int] = None
+    voting_authority_shared: Optional[int] = None
+    voting_authority_sole: Optional[int] = None
+
+    @staticmethod
+    def from_dict(d: Optional[Dict[str, Any]]) -> "Filing13F":
+        if not d:
+            return Filing13F()
+        return Filing13F(
+            accession_number=d.get("accession_number"),
+            cusip=d.get("cusip"),
+            file_number=d.get("file_number"),
+            filer_cik=d.get("filer_cik"),
+            filing_date=d.get("filing_date"),
+            filing_url=d.get("filing_url"),
+            film_number=d.get("film_number"),
+            form_type=d.get("form_type"),
+            investment_discretion=d.get("investment_discretion"),
+            issuer_name=d.get("issuer_name"),
+            market_value=d.get("market_value"),
+            other_managers=d.get("other_managers"),
+            period=d.get("period"),
+            put_call=d.get("put_call"),
+            shares_or_principal_amount=d.get("shares_or_principal_amount"),
+            shares_or_principal_type=d.get("shares_or_principal_type"),
+            title_of_class=d.get("title_of_class"),
+            voting_authority_none=d.get("voting_authority_none"),
+            voting_authority_shared=d.get("voting_authority_shared"),
+            voting_authority_sole=d.get("voting_authority_sole"),
+        )
+
+
 @modelclass
 class FilingSection:
     """SEC document text section from a 10-K/10-Q (raw text content)."""
@@ -947,6 +1001,206 @@ def from_dict(d):
         )
 
 
+@modelclass
+@dataclass
+class FilingFootnote:
+    """Footnote from SEC Form 3/4 filings."""
+
+    id: Optional[str] = None
+    description: Optional[str] = None
+
+    @staticmethod
+    def from_dict(d: Optional[Dict[str, Any]]) -> "FilingFootnote":
+        if not d:
+            return FilingFootnote()
+        return FilingFootnote(
+            id=d.get("id"),
+            description=d.get("description"),
+        )
+
+
+@modelclass
+@dataclass
+class FilingForm3:
+    """SEC Form 3 filings reporting initial statements of beneficial ownership of securities.
+    Filed by corporate insiders (directors, officers, and 10%+ shareholders) when they first acquire a position.
+    """
+
+    accession_number: Optional[str] = None
+    aff_10b5_one: Optional[bool] = None
+    date_of_original_submission: Optional[str] = None
+    direct_or_indirect: Optional[str] = None
+    exercise_date: Optional[str] = None
+    exercise_price: Optional[float] = None
+    filing_date: Optional[str] = None
+    filing_url: Optional[str] = None
+    footnotes: Optional[List[FilingFootnote]] = None
+    form_type: Optional[str] = None
+    is_director: Optional[bool] = None
+    is_officer: Optional[bool] = None
+    is_other: Optional[bool] = None
+    is_ten_percent_owner: Optional[bool] = None
+    issuer_cik: Optional[str] = None
+    issuer_name: Optional[str] = None
+    nature_of_ownership: Optional[str] = None
+    not_subject_to_section_16: Optional[bool] = None
+    officer_title: Optional[str] = None
+    owner_cik: Optional[str] = None
+    owner_name: Optional[str] = None
+    period_of_report: Optional[str] = None
+    remarks: Optional[str] = None
+    security_title: Optional[str] = None
+    security_type: Optional[str] = None
+    shares_owned: Optional[float] = None
+    tickers: Optional[List[str]] = None
+    underlying_security_shares: Optional[float] = None
+    underlying_security_title: Optional[str] = None
+
+    @staticmethod
+    def from_dict(d: Optional[Dict[str, Any]]) -> "FilingForm3":
+        if not d:
+            return FilingForm3()
+        footnotes = d.get("footnotes")
+        return FilingForm3(
+            accession_number=d.get("accession_number"),
+            aff_10b5_one=d.get("aff_10b5_one"),
+            date_of_original_submission=d.get("date_of_original_submission"),
+            direct_or_indirect=d.get("direct_or_indirect"),
+            exercise_date=d.get("exercise_date"),
+            exercise_price=d.get("exercise_price"),
+            filing_date=d.get("filing_date"),
+            filing_url=d.get("filing_url"),
+            footnotes=(
+                [FilingFootnote.from_dict(f) for f in footnotes]
+                if footnotes is not None
+                else None
+            ),
+            form_type=d.get("form_type"),
+            is_director=d.get("is_director"),
+            is_officer=d.get("is_officer"),
+            is_other=d.get("is_other"),
+            is_ten_percent_owner=d.get("is_ten_percent_owner"),
+            issuer_cik=d.get("issuer_cik"),
+            issuer_name=d.get("issuer_name"),
+            nature_of_ownership=d.get("nature_of_ownership"),
+            not_subject_to_section_16=d.get("not_subject_to_section_16"),
+            officer_title=d.get("officer_title"),
+            owner_cik=d.get("owner_cik"),
+            owner_name=d.get("owner_name"),
+            period_of_report=d.get("period_of_report"),
+            remarks=d.get("remarks"),
+            security_title=d.get("security_title"),
+            security_type=d.get("security_type"),
+            shares_owned=d.get("shares_owned"),
+            tickers=d.get("tickers"),
+            underlying_security_shares=d.get("underlying_security_shares"),
+            underlying_security_title=d.get("underlying_security_title"),
+        )
+
+
+@modelclass
+@dataclass
+class FilingForm4:
+    """SEC Form 4 filings reporting changes in beneficial ownership of securities.
+    Filed by corporate insiders (directors, officers, and 10%+ shareholders) within two business days of a transaction.
+    """
+
+    accession_number: Optional[str] = None
+    aff_10b5_one: Optional[bool] = None
+    date_of_original_submission: Optional[str] = None
+    deemed_execution_date: Optional[str] = None
+    direct_or_indirect: Optional[str] = None
+    equity_swap_involved: Optional[bool] = None
+    exercise_date: Optional[str] = None
+    exercise_price: Optional[float] = None
+    expiration_date: Optional[str] = None
+    filing_date: Optional[str] = None
+    filing_url: Optional[str] = None
+    footnotes: Optional[List[FilingFootnote]] = None
+    form_type: Optional[str] = None
+    is_director: Optional[bool] = None
+    is_officer: Optional[bool] = None
+    is_other: Optional[bool] = None
+    is_ten_percent_owner: Optional[bool] = None
+    issuer_cik: Optional[str] = None
+    issuer_name: Optional[str] = None
+    nature_of_ownership: Optional[str] = None
+    not_subject_to_section_16: Optional[bool] = None
+    officer_title: Optional[str] = None
+    owner_cik: Optional[str] = None
+    owner_name: Optional[str] = None
+    period_of_report: Optional[str] = None
+    record_type: Optional[str] = None
+    remarks: Optional[str] = None
+    security_title: Optional[str] = None
+    security_type: Optional[str] = None
+    shares_owned_following_transaction: Optional[float] = None
+    tickers: Optional[List[str]] = None
+    transaction_acquired_disposed: Optional[str] = None
+    transaction_code: Optional[str] = None
+    transaction_date: Optional[str] = None
+    transaction_price_per_share: Optional[float] = None
+    transaction_shares: Optional[float] = None
+    transaction_timeliness: Optional[str] = None
+    transaction_value: Optional[float] = None
+    underlying_security_shares: Optional[float] = None
+    underlying_security_title: Optional[str] = None
+
+    @staticmethod
+    def from_dict(d: Optional[Dict[str, Any]]) -> "FilingForm4":
+        if not d:
+            return FilingForm4()
+        footnotes = d.get("footnotes")
+        return FilingForm4(
+            accession_number=d.get("accession_number"),
+            aff_10b5_one=d.get("aff_10b5_one"),
+            date_of_original_submission=d.get("date_of_original_submission"),
+            deemed_execution_date=d.get("deemed_execution_date"),
+            direct_or_indirect=d.get("direct_or_indirect"),
+            equity_swap_involved=d.get("equity_swap_involved"),
+            exercise_date=d.get("exercise_date"),
+            exercise_price=d.get("exercise_price"),
+            expiration_date=d.get("expiration_date"),
+            filing_date=d.get("filing_date"),
+            filing_url=d.get("filing_url"),
+            footnotes=(
+                [FilingFootnote.from_dict(f) for f in footnotes]
+                if footnotes is not None
+                else None
+            ),
+            form_type=d.get("form_type"),
+            is_director=d.get("is_director"),
+            is_officer=d.get("is_officer"),
+            is_other=d.get("is_other"),
+            is_ten_percent_owner=d.get("is_ten_percent_owner"),
+            issuer_cik=d.get("issuer_cik"),
+            issuer_name=d.get("issuer_name"),
+            nature_of_ownership=d.get("nature_of_ownership"),
+            not_subject_to_section_16=d.get("not_subject_to_section_16"),
+            officer_title=d.get("officer_title"),
+            owner_cik=d.get("owner_cik"),
+            owner_name=d.get("owner_name"),
+            period_of_report=d.get("period_of_report"),
+            record_type=d.get("record_type"),
+            remarks=d.get("remarks"),
+            security_title=d.get("security_title"),
+            security_type=d.get("security_type"),
+            shares_owned_following_transaction=d.get(
+                "shares_owned_following_transaction"
+            ),
+            tickers=d.get("tickers"),
+            transaction_acquired_disposed=d.get("transaction_acquired_disposed"),
+            transaction_code=d.get("transaction_code"),
+            transaction_date=d.get("transaction_date"),
+            transaction_price_per_share=d.get("transaction_price_per_share"),
+            transaction_shares=d.get("transaction_shares"),
+            transaction_timeliness=d.get("transaction_timeliness"),
+            transaction_value=d.get("transaction_value"),
+            underlying_security_shares=d.get("underlying_security_shares"),
+            underlying_security_title=d.get("underlying_security_title"),
+        )
+
+
 @modelclass
 class Filing8K:
     """Parsed 8-K filing with item-level text content."""
diff --git a/massive/rest/reference.py b/massive/rest/reference.py
index 06ad037f..69a29479 100644
--- a/massive/rest/reference.py
+++ b/massive/rest/reference.py
@@ -30,6 +30,9 @@
     RiskFactorTaxonomy,
     FilingSection,
     Filing8K,
+    Filing13F,
+    FilingForm3,
+    FilingForm4,
     FilingIndex,
 )
 from urllib3 import HTTPResponse
@@ -991,3 +994,131 @@ def list_stocks_filings_index(
             raw=raw,
             options=options,
         )
+
+    def list_stocks_filings_13f(
+        self,
+        filer_cik: Optional[str] = None,
+        filer_cik_any_of: Optional[str] = None,
+        filing_date: Optional[Union[str, date]] = None,
+        filing_date_gt: Optional[Union[str, date]] = None,
+        filing_date_gte: Optional[Union[str, date]] = None,
+        filing_date_lt: Optional[Union[str, date]] = None,
+        filing_date_lte: Optional[Union[str, date]] = None,
+        limit: Optional[int] = 100,
+        sort: Optional[Union[str, Sort]] = "filing_date.desc",
+        params: Optional[Dict[str, Any]] = None,
+        raw: bool = False,
+        options: Optional[RequestOptionBuilder] = None,
+    ) -> Union[Iterator[Filing13F], HTTPResponse]:
+        """
+        SEC Form 13F filings data showing institutional investment manager holdings.
+        Form 13F is required to be filed quarterly by institutional investment managers
+        with at least $100 million in qualifying assets under management.
+        """
+        url = "/stocks/filings/vX/13-F"
+
+        return self._paginate(
+            path=url,
+            params=self._get_params(self.list_stocks_filings_13f, locals()),
+            result_key="results",
+            deserializer=Filing13F.from_dict,
+            raw=raw,
+            options=options,
+        )
+
+    def list_stocks_filings_form_3(
+        self,
+        issuer_cik: Optional[str] = None,
+        issuer_cik_any_of: Optional[str] = None,
+        owner_cik: Optional[str] = None,
+        owner_cik_any_of: Optional[str] = None,
+        tickers: Optional[str] = None,
+        tickers_all_of: Optional[str] = None,
+        tickers_any_of: Optional[str] = None,
+        form_type: Optional[str] = None,
+        filing_date: Optional[Union[str, date]] = None,
+        filing_date_gt: Optional[Union[str, date]] = None,
+        filing_date_gte: Optional[Union[str, date]] = None,
+        filing_date_lt: Optional[Union[str, date]] = None,
+        filing_date_lte: Optional[Union[str, date]] = None,
+        max_ticker: Optional[str] = None,
+        max_ticker_any_of: Optional[str] = None,
+        max_ticker_gt: Optional[str] = None,
+        max_ticker_gte: Optional[str] = None,
+        max_ticker_lt: Optional[str] = None,
+        max_ticker_lte: Optional[str] = None,
+        min_ticker: Optional[str] = None,
+        min_ticker_any_of: Optional[str] = None,
+        min_ticker_gt: Optional[str] = None,
+        min_ticker_gte: Optional[str] = None,
+        min_ticker_lt: Optional[str] = None,
+        min_ticker_lte: Optional[str] = None,
+        limit: Optional[int] = 100,
+        sort: Optional[Union[str, Sort]] = "filing_date.desc",
+        params: Optional[Dict[str, Any]] = None,
+        raw: bool = False,
+        options: Optional[RequestOptionBuilder] = None,
+    ) -> Union[Iterator[FilingForm3], HTTPResponse]:
+        """
+        SEC Form 3 filings reporting initial statements of beneficial ownership of securities.
+        Filed by corporate insiders (directors, officers, and 10%+ shareholders) when they first acquire a position.
+        """
+        url = "/stocks/filings/vX/form-3"
+
+        return self._paginate(
+            path=url,
+            params=self._get_params(self.list_stocks_filings_form_3, locals()),
+            result_key="results",
+            deserializer=FilingForm3.from_dict,
+            raw=raw,
+            options=options,
+        )
+
+    def list_stocks_filings_form_4(
+        self,
+        issuer_cik: Optional[str] = None,
+        issuer_cik_any_of: Optional[str] = None,
+        owner_cik: Optional[str] = None,
+        owner_cik_any_of: Optional[str] = None,
+        tickers: Optional[str] = None,
+        tickers_all_of: Optional[str] = None,
+        tickers_any_of: Optional[str] = None,
+        form_type: Optional[str] = None,
+        transaction_code: Optional[str] = None,
+        filing_date: Optional[Union[str, date]] = None,
+        filing_date_gt: Optional[Union[str, date]] = None,
+        filing_date_gte: Optional[Union[str, date]] = None,
+        filing_date_lt: Optional[Union[str, date]] = None,
+        filing_date_lte: Optional[Union[str, date]] = None,
+        max_ticker: Optional[str] = None,
+        max_ticker_any_of: Optional[str] = None,
+        max_ticker_gt: Optional[str] = None,
+        max_ticker_gte: Optional[str] = None,
+        max_ticker_lt: Optional[str] = None,
+        max_ticker_lte: Optional[str] = None,
+        min_ticker: Optional[str] = None,
+        min_ticker_any_of: Optional[str] = None,
+        min_ticker_gt: Optional[str] = None,
+        min_ticker_gte: Optional[str] = None,
+        min_ticker_lt: Optional[str] = None,
+        min_ticker_lte: Optional[str] = None,
+        limit: Optional[int] = 100,
+        sort: Optional[Union[str, Sort]] = "filing_date.desc",
+        params: Optional[Dict[str, Any]] = None,
+        raw: bool = False,
+        options: Optional[RequestOptionBuilder] = None,
+    ) -> Union[Iterator[FilingForm4], HTTPResponse]:
+        """
+        SEC Form 4 filings reporting changes in beneficial ownership of securities.
+        Filed by corporate insiders (directors, officers, and 10%+ shareholders) within two business days of a transaction.
+        """
+        url = "/stocks/filings/vX/form-4"
+
+        return self._paginate(
+            path=url,
+            params=self._get_params(self.list_stocks_filings_form_4, locals()),
+            result_key="results",
+            deserializer=FilingForm4.from_dict,
+            raw=raw,
+            options=options,
+        )

From f3128f6aec6a8e5efb7693418f9fb9bca211a9ea Mon Sep 17 00:00:00 2001
From: justinpolygon <123573436+justinpolygon@users.noreply.github.com>
Date: Mon, 4 May 2026 11:54:26 -0700
Subject: [PATCH 2/6] Update Futures vX with v1 endpoints (#1015)

---
 massive/rest/futures.py        | 34 +++++++++++++++++-----------------
 massive/rest/models/futures.py | 14 +++++++-------
 2 files changed, 24 insertions(+), 24 deletions(-)

diff --git a/massive/rest/futures.py b/massive/rest/futures.py
index 9ef4e603..a57f69fb 100644
--- a/massive/rest/futures.py
+++ b/massive/rest/futures.py
@@ -21,7 +21,7 @@
 class FuturesClient(BaseClient):
     """
     Client for the Futures REST Endpoints
-    (aligned with the paths from /futures/vX/...)
+    (aligned with the paths from /futures/v1/...)
     """
 
     def list_futures_aggregates(
@@ -40,7 +40,7 @@ def list_futures_aggregates(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesAgg], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/aggs/{ticker}
+        Endpoint: GET /futures/v1/aggs/{ticker}
 
         Get aggregates for a futures contract in a given time range.
         This endpoint returns data that includes:
@@ -48,7 +48,7 @@ def list_futures_aggregates(
         - volume, dollar_volume, etc.
         If `next_url` is present, it will be paginated.
         """
-        url = f"/futures/vX/aggs/{ticker}"
+        url = f"/futures/v1/aggs/{ticker}"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_aggregates, locals()),
@@ -96,11 +96,11 @@ def list_futures_contracts(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesContract], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/contracts
+        Endpoint: GET /futures/v1/contracts
 
         The Contracts endpoint returns a paginated list of futures contracts.
         """
-        url = "/futures/vX/contracts"
+        url = "/futures/v1/contracts"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_contracts, locals()),
@@ -151,11 +151,11 @@ def list_futures_products(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesProduct], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/products
+        Endpoint: GET /futures/v1/products
 
         Returns a list of futures products (including combos).
         """
-        url = "/futures/vX/products"
+        url = "/futures/v1/products"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_products, locals()),
@@ -184,11 +184,11 @@ def list_futures_quotes(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesQuote], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/quotes/{ticker}
+        Endpoint: GET /futures/v1/quotes/{ticker}
 
         Get quotes for a contract in a given time range (paginated).
         """
-        url = f"/futures/vX/quotes/{ticker}"
+        url = f"/futures/v1/quotes/{ticker}"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_quotes, locals()),
@@ -217,11 +217,11 @@ def list_futures_trades(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesTrade], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/trades/{ticker}
+        Endpoint: GET /futures/v1/trades/{ticker}
 
         Get trades for a contract in a given time range (paginated).
         """
-        url = f"/futures/vX/trades/{ticker}"
+        url = f"/futures/v1/trades/{ticker}"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_trades, locals()),
@@ -257,12 +257,12 @@ def list_futures_schedules(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesSchedule], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/schedules
+        Endpoint: GET /futures/v1/schedules
 
         Returns a list of trading schedules for multiple futures products on a specific date.
         If `next_url` is present, this is paginated.
         """
-        url = "/futures/vX/schedules"
+        url = "/futures/v1/schedules"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_schedules, locals()),
@@ -284,7 +284,7 @@ def list_futures_market_statuses(
         raw: bool = False,
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesMarketStatus], HTTPResponse]:
-        url = "/futures/vX/market-status"
+        url = "/futures/v1/market-status"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_market_statuses, locals()),
@@ -313,7 +313,7 @@ def get_futures_snapshot(
         raw: bool = False,
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesSnapshot], HTTPResponse]:
-        url = "/futures/vX/snapshot"
+        url = "/futures/v1/snapshot"
         return self._paginate(
             path=url,
             params=self._get_params(self.get_futures_snapshot, locals()),
@@ -330,11 +330,11 @@ def list_futures_exchanges(
         options: Optional[RequestOptionBuilder] = None,
     ) -> Union[Iterator[FuturesExchange], HTTPResponse]:
         """
-        Endpoint: GET /futures/vX/exchanges
+        Endpoint: GET /futures/v1/exchanges
 
         US futures exchanges and trading venues including major derivatives exchanges (CME, CBOT, NYMEX, COMEX) and other futures market infrastructure for commodity, financial, and other derivative contract trading.
         """
-        url = "/futures/vX/exchanges"
+        url = "/futures/v1/exchanges"
         return self._paginate(
             path=url,
             params=self._get_params(self.list_futures_exchanges, locals()),
diff --git a/massive/rest/models/futures.py b/massive/rest/models/futures.py
index d6502844..1016fa30 100644
--- a/massive/rest/models/futures.py
+++ b/massive/rest/models/futures.py
@@ -6,7 +6,7 @@
 class FuturesAgg:
     """
     A single aggregate bar for a futures contract in a given time window.
-    Corresponds to /futures/vX/aggs/{ticker}.
+    Corresponds to /futures/v1/aggs/{ticker}.
     """
 
     ticker: Optional[str] = None
@@ -42,7 +42,7 @@ def from_dict(d):
 class FuturesContract:
     """
     Represents a single futures contract (or a 'combo' contract).
-    Corresponds to /futures/vX/contracts endpoints.
+    Corresponds to /futures/v1/contracts endpoints.
     """
 
     ticker: Optional[str] = None
@@ -90,7 +90,7 @@ def from_dict(d):
 class FuturesProduct:
     """
     Represents a single futures product (or product 'combo').
-    Corresponds to /futures/vX/products endpoints.
+    Corresponds to /futures/v1/products endpoints.
     """
 
     product_code: Optional[str] = None
@@ -138,7 +138,7 @@ def from_dict(d):
 class FuturesQuote:
     """
     Represents a futures NBBO quote within a given time range.
-    Corresponds to /futures/vX/quotes/{ticker}
+    Corresponds to /futures/v1/quotes/{ticker}
     """
 
     ticker: Optional[str] = None
@@ -174,7 +174,7 @@ def from_dict(d):
 class FuturesTrade:
     """
     Represents a futures trade within a given time range.
-    Corresponds to /futures/vX/trades/{ticker}
+    Corresponds to /futures/v1/trades/{ticker}
     """
 
     ticker: Optional[str] = None
@@ -202,7 +202,7 @@ def from_dict(d):
 class FuturesSchedule:
     """
     Represents a single schedule event for a given session_end_date and product.
-    Corresponds to /futures/vX/schedules
+    Corresponds to /futures/v1/schedules
     """
 
     event: Optional[str] = None
@@ -397,7 +397,7 @@ def from_dict(d):
 class FuturesExchange:
     """
     Represents a futures exchange or trading venue.
-    Corresponds to /futures/vX/exchanges endpoint.
+    Corresponds to /futures/v1/exchanges endpoint.
     """
 
     acronym: Optional[str] = None

From f707f139a3415c7bcf50a0442570454966be3b12 Mon Sep 17 00:00:00 2001
From: justinpolygon <123573436+justinpolygon@users.noreply.github.com>
Date: Sun, 24 May 2026 09:25:08 -0700
Subject: [PATCH 3/6] Update CODEOWNERS (#1018)

---
 .github/CODEOWNERS | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/.github/CODEOWNERS b/.github/CODEOWNERS
index d7105d15..05eac546 100644
--- a/.github/CODEOWNERS
+++ b/.github/CODEOWNERS
@@ -1 +1 @@
-* @justinpolygon @penelopus @davidwf-polygonio
+* @justinpolygon

From 3c247d78c603fc13d274fda1aa26749e7c8c3710 Mon Sep 17 00:00:00 2001
From: justinpolygon <123573436+justinpolygon@users.noreply.github.com>
Date: Tue, 26 May 2026 01:17:21 -0700
Subject: [PATCH 4/6] fix(futures): align snapshot, quote, trade, and schedules
 models with OpenAPI spec (#1020)

---
 massive/rest/futures.py        |  1 -
 massive/rest/models/futures.py | 24 +++++++++++++++---------
 2 files changed, 15 insertions(+), 10 deletions(-)

diff --git a/massive/rest/futures.py b/massive/rest/futures.py
index a57f69fb..8973c7af 100644
--- a/massive/rest/futures.py
+++ b/massive/rest/futures.py
@@ -239,7 +239,6 @@ def list_futures_schedules(
         product_code_lt: Optional[str] = None,
         product_code_lte: Optional[str] = None,
         session_end_date: Optional[str] = None,
-        session_end_date_any_of: Optional[str] = None,
         session_end_date_gt: Optional[str] = None,
         session_end_date_gte: Optional[str] = None,
         session_end_date_lt: Optional[str] = None,
diff --git a/massive/rest/models/futures.py b/massive/rest/models/futures.py
index 1016fa30..c2be928c 100644
--- a/massive/rest/models/futures.py
+++ b/massive/rest/models/futures.py
@@ -1,4 +1,4 @@
-from typing import Optional, List
+from typing import Optional, List, Union
 from ...modelclass import modelclass
 
 
@@ -150,6 +150,7 @@ class FuturesQuote:
     bid_price: Optional[float] = None
     bid_size: Optional[float] = None
     bid_timestamp: Optional[int] = None
+    channel: Optional[int] = None
     report_sequence: Optional[int] = None
     sequence_number: Optional[int] = None
 
@@ -165,6 +166,7 @@ def from_dict(d):
             bid_price=d.get("bid_price"),
             bid_size=d.get("bid_size"),
             bid_timestamp=d.get("bid_timestamp"),
+            channel=d.get("channel"),
             report_sequence=d.get("report_sequence"),
             sequence_number=d.get("sequence_number"),
         )
@@ -180,6 +182,7 @@ class FuturesTrade:
     ticker: Optional[str] = None
     timestamp: Optional[int] = None
     session_end_date: Optional[str] = None
+    channel: Optional[int] = None
     price: Optional[float] = None
     size: Optional[float] = None
     report_sequence: Optional[int] = None
@@ -191,6 +194,7 @@ def from_dict(d):
             ticker=d.get("ticker"),
             timestamp=d.get("timestamp"),
             session_end_date=d.get("session_end_date"),
+            channel=d.get("channel"),
             price=d.get("price"),
             size=d.get("size"),
             report_sequence=d.get("report_sequence"),
@@ -248,13 +252,17 @@ def from_dict(d):
 @modelclass
 class FuturesSnapshotDetails:
     open_interest: Optional[int] = None
-    settlement_date: Optional[int] = None
+    settlement_date: Optional[Union[str, int]] = None
+    ticker: Optional[str] = None
+    product_code: Optional[str] = None
 
     @staticmethod
     def from_dict(d):
         return FuturesSnapshotDetails(
             open_interest=d.get("open_interest"),
             settlement_date=d.get("settlement_date"),
+            ticker=d.get("ticker"),
+            product_code=d.get("product_code"),
         )
 
 
@@ -354,6 +362,7 @@ def from_dict(d):
 class FuturesSnapshot:
     ticker: Optional[str] = None
     product_code: Optional[str] = None
+
     details: Optional[FuturesSnapshotDetails] = None
     last_minute: Optional[FuturesSnapshotMinute] = None
     last_quote: Optional[FuturesSnapshotQuote] = None
@@ -362,14 +371,11 @@ class FuturesSnapshot:
 
     @staticmethod
     def from_dict(d):
+        details_dict = d.get("details") or {}
         return FuturesSnapshot(
-            ticker=d.get("ticker"),
-            product_code=d.get("product_code"),
-            details=(
-                FuturesSnapshotDetails.from_dict(d.get("details", {}))
-                if d.get("details")
-                else None
-            ),
+            ticker=d.get("ticker") or details_dict.get("ticker"),
+            product_code=d.get("product_code") or details_dict.get("product_code"),
+            details=FuturesSnapshotDetails.from_dict(details_dict),
             last_minute=(
                 FuturesSnapshotMinute.from_dict(d.get("last_minute", {}))
                 if d.get("last_minute")

From fc8cdafe1da5a85b78f647052827ce363c7adf25 Mon Sep 17 00:00:00 2001
From: justinpolygon <123573436+justinpolygon@users.noreply.github.com>
Date: Mon, 6 Jul 2026 10:14:33 -0700
Subject: [PATCH 5/6] [DEVREL-139] Update CODEOWNERS (#1024)

---
 .github/CODEOWNERS | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/.github/CODEOWNERS b/.github/CODEOWNERS
index 05eac546..4d083eed 100644
--- a/.github/CODEOWNERS
+++ b/.github/CODEOWNERS
@@ -1 +1 @@
-* @justinpolygon
+* @justinpolygon @suever @kschoche @lukeoleson @mmoghaddam385 @jbonzo

From 481e5c270ea85e8eae5e96f8b9fda34e5e2a674a Mon Sep 17 00:00:00 2001
From: justinpolygon <123573436+justinpolygon@users.noreply.github.com>
Date: Thu, 9 Jul 2026 08:25:36 -0700
Subject: [PATCH 6/6] [bot] Add 8-K disclosures and disclosure categories
 endpoints (#1025)

Add support for two new SEC filings vX endpoints:

- GET /stocks/filings/8-K/vX/disclosures via
  list_stocks_filings_8k_disclosures, returning Disclosure results.
- GET /stocks/taxonomies/vX/disclosures via
  list_stocks_taxonomies_disclosures, returning DisclosureTaxonomy results.

Both methods live in ContractsClient alongside the other filings
endpoints, and the Disclosure/DisclosureTaxonomy models mirror the
existing RiskFactor/RiskFactorTaxonomy pattern.
---
 massive/rest/models/financials.py | 57 +++++++++++++++++++++
 massive/rest/reference.py         | 84 +++++++++++++++++++++++++++++++
 2 files changed, 141 insertions(+)

diff --git a/massive/rest/models/financials.py b/massive/rest/models/financials.py
index feda1341..3266da1d 100644
--- a/massive/rest/models/financials.py
+++ b/massive/rest/models/financials.py
@@ -922,6 +922,63 @@ def from_dict(d):
         )
 
 
+@modelclass
+class Disclosure:
+    """
+    A single tagged disclosure within an SEC 8-K filing. A filing can produce
+    multiple disclosures, each classified into primary, secondary, and tertiary
+    categories with a supporting text excerpt.
+    """
+
+    accession_number: Optional[str] = None
+    cik: Optional[str] = None
+    filing_date: Optional[str] = None
+    filing_url: Optional[str] = None
+    primary_category: Optional[str] = None
+    secondary_category: Optional[str] = None
+    supporting_text: Optional[str] = None
+    tertiary_category: Optional[str] = None
+    tickers: Optional[List[str]] = None
+
+    @staticmethod
+    def from_dict(d):
+        return Disclosure(
+            accession_number=d.get("accession_number"),
+            cik=d.get("cik"),
+            filing_date=d.get("filing_date"),
+            filing_url=d.get("filing_url"),
+            primary_category=d.get("primary_category"),
+            secondary_category=d.get("secondary_category"),
+            supporting_text=d.get("supporting_text"),
+            tertiary_category=d.get("tertiary_category"),
+            tickers=d.get("tickers"),
+        )
+
+
+@modelclass
+class DisclosureTaxonomy:
+    """
+    A single 8-K disclosure classification, part of the complete list of
+    classifications used in the 8-K disclosures endpoint.
+    """
+
+    description: Optional[str] = None
+    primary_category: Optional[str] = None
+    secondary_category: Optional[str] = None
+    taxonomy: Optional[str] = None
+    tertiary_category: Optional[str] = None
+
+    @staticmethod
+    def from_dict(d):
+        return DisclosureTaxonomy(
+            description=d.get("description"),
+            primary_category=d.get("primary_category"),
+            secondary_category=d.get("secondary_category"),
+            taxonomy=d.get("taxonomy"),
+            tertiary_category=d.get("tertiary_category"),
+        )
+
+
 @modelclass
 @dataclass
 class Filing13F:
diff --git a/massive/rest/reference.py b/massive/rest/reference.py
index 69a29479..b6886c55 100644
--- a/massive/rest/reference.py
+++ b/massive/rest/reference.py
@@ -28,6 +28,8 @@
     ShortVolume,
     RiskFactor,
     RiskFactorTaxonomy,
+    Disclosure,
+    DisclosureTaxonomy,
     FilingSection,
     Filing8K,
     Filing13F,
@@ -862,6 +864,88 @@ def list_stocks_taxonomies_risk_factors(
             options=options,
         )
 
+    def list_stocks_filings_8k_disclosures(
+        self,
+        cik: Optional[str] = None,
+        cik_any_of: Optional[str] = None,
+        tickers: Optional[str] = None,
+        tickers_all_of: Optional[str] = None,
+        tickers_any_of: Optional[str] = None,
+        filing_date: Optional[Union[str, date]] = None,
+        filing_date_any_of: Optional[str] = None,
+        filing_date_gt: Optional[Union[str, date]] = None,
+        filing_date_gte: Optional[Union[str, date]] = None,
+        filing_date_lt: Optional[Union[str, date]] = None,
+        filing_date_lte: Optional[Union[str, date]] = None,
+        tertiary_category: Optional[str] = None,
+        limit: Optional[int] = 100,
+        sort: Optional[Union[str, Sort]] = "filing_date.desc",
+        params: Optional[Dict[str, Any]] = None,
+        raw: bool = False,
+        options: Optional[RequestOptionBuilder] = None,
+    ) -> Union[Iterator[Disclosure], HTTPResponse]:
+        """
+        SEC 8-K filing disclosure categorization. A single 8-K filing can produce
+        multiple rows when it covers multiple disclosure types, each classified into
+        primary, secondary, and tertiary categories with a supporting text excerpt.
+        The full classification list is available at /stocks/taxonomies/vX/disclosures.
+        """
+        url = "/stocks/filings/8-K/vX/disclosures"
+        return self._paginate(
+            path=url,
+            params=self._get_params(self.list_stocks_filings_8k_disclosures, locals()),
+            result_key="results",
+            deserializer=Disclosure.from_dict,
+            raw=raw,
+            options=options,
+        )
+
+    def list_stocks_taxonomies_disclosures(
+        self,
+        taxonomy: Optional[str] = None,
+        taxonomy_any_of: Optional[str] = None,
+        taxonomy_gt: Optional[str] = None,
+        taxonomy_gte: Optional[str] = None,
+        taxonomy_lt: Optional[str] = None,
+        taxonomy_lte: Optional[str] = None,
+        primary_category: Optional[str] = None,
+        primary_category_any_of: Optional[str] = None,
+        primary_category_gt: Optional[str] = None,
+        primary_category_gte: Optional[str] = None,
+        primary_category_lt: Optional[str] = None,
+        primary_category_lte: Optional[str] = None,
+        secondary_category: Optional[str] = None,
+        secondary_category_any_of: Optional[str] = None,
+        secondary_category_gt: Optional[str] = None,
+        secondary_category_gte: Optional[str] = None,
+        secondary_category_lt: Optional[str] = None,
+        secondary_category_lte: Optional[str] = None,
+        tertiary_category: Optional[str] = None,
+        tertiary_category_any_of: Optional[str] = None,
+        tertiary_category_gt: Optional[str] = None,
+        tertiary_category_gte: Optional[str] = None,
+        tertiary_category_lt: Optional[str] = None,
+        tertiary_category_lte: Optional[str] = None,
+        limit: Optional[int] = 200,
+        sort: Optional[Union[str, Sort]] = "taxonomy.desc",
+        params: Optional[Dict[str, Any]] = None,
+        raw: bool = False,
+        options: Optional[RequestOptionBuilder] = None,
+    ) -> Union[Iterator[DisclosureTaxonomy], HTTPResponse]:
+        """
+        The complete list of 8-K disclosure classifications used in the 8-K
+        disclosures endpoint.
+        """
+        url = "/stocks/taxonomies/vX/disclosures"
+        return self._paginate(
+            path=url,
+            params=self._get_params(self.list_stocks_taxonomies_disclosures, locals()),
+            result_key="results",
+            deserializer=DisclosureTaxonomy.from_dict,
+            raw=raw,
+            options=options,
+        )
+
     def list_stocks_filings_10k_sections(
         self,
         cik: Optional[str] = None,