---
name: goodboy-change-brief
description: Build an evidence-linked company change brief with GoodBoy Data. Use when a user asks what changed at a supported company, requests insider purchase or sale filings, asks how institutional 13F positions changed, or needs SEC claims with exact source links and explicit coverage caveats.
---

# GoodBoy Change Brief

Use GoodBoy for SEC evidence retrieval and bounded change detection. Keep reported facts,
reported insider transactions, and inferred institutional position changes distinct.

## Workflow

1. Resolve the company with `get_company` when the user supplied a name rather than an
   exact ticker.
2. Start an ownership question with `get_ownership_activity`. Use
   `get_insider_transactions` or `get_institutional_position_changes` only when the user
   asks for one evidence type or needs different filters.
3. Use `list_sec_filings`, `get_sec_facts`, and `compare_sec_facts` for filing history and
   exact structured financial measures.
4. Preserve the returned release IDs, freshness, coverage, caveats, claims, and source
   URLs in the answer.
5. State when a result is empty or truncated. Never widen the ticker, date, concept, or
   transaction category silently.

## Interpretation rules

- Call Form 13F results `reported positions` or `position changes`. They are quarter-end
  holdings, not known purchases or sales, and do not reveal a trade date or trade price.
- Preserve `share_change_adjustment_status`. Do not treat an unadjusted share change as a
  corporate-action-adjusted trading signal.
- Call only insider transaction code `P` a purchase and code `S` a sale. Describe every
  other code using its returned meaning. Do not mix grants, exercises, gifts, tax
  withholding, or conversions into purchase or sale totals.
- Do not infer motive from an insider sale or expected price direction from any row.
- Treat amendments, missing prior reports, private-company exceptions, and empty coverage
  as data limitations rather than zero activity.
- Link every material claim to the returned SEC filing URL. Do not fabricate a source
  locator or replace an exact source with a generic SEC homepage.

## Output

Return a short plain-English answer followed by:

- what changed
- why the evidence is relevant
- exact filing links beside the claims they support
- coverage dates and immutable release IDs
- the returned caveats, condensed without changing their meaning

If GoodBoy authentication is unavailable, explain that a scoped pilot credential is
required. Never ask the user to automate or bypass the Cloudflare browser gate, and
never place a credential in a prompt, skill file, URL, source link, or generated report.