VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Open Payments (CMS) vs SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Open Payments (CMS) adds Data Visualizations coverage that SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) skips.

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) includes IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, News, Alerts, and Education categories that Open Payments (CMS) omits.

Open Payments (CMS) highlights: Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., Web search/explorer with filtering and charts; program year downloads available from the portal., and Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style)..

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) is known for: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..

Open Payments (CMS) logo

Open Payments (CMS)

openpaymentsdata.cms.gov

U.S. federal open‑data program (Affordable Care Act ‘Sunshine Act’) that publishes financial relationships between drug/device manufacturers (and GPOs) and healthcare providers (physicians, NPPs since PY2021, and teaching hospitals). CMS publishes the prior program year’s full datasets on or before June 30 each year and issues a January refresh. Data are accessible via the web search tool, bulk downloads, and a REST Open Data API (filter, query, aggregate).

Platforms

Web
API

Pricing

Free

Quick highlights

  • Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests.
  • Web search/explorer with filtering and charts; program year downloads available from the portal.
  • Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style).
  • Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh.
  • Pre‑publication workflow: 45‑day recipient review & dispute (Apr 1–May 15) + 15‑day correction window (May 16–May 30).

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SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) logo

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)

sec.gov

Primary U.S. source for public company, fund, and insider filings. The Full‑Text Search covers filings since 2001 (including exhibits), while the ‘Latest Filings’ view shows near‑real‑time submissions as they are processed. Search tools include Company search, Mutual Fund & Variable Insurance product search, CIK lookup, and RSS subscriptions. Developers can consume JSON via data.sec.gov (Submissions, XBRL Company Facts/Concepts/Frames). Programmatic access must include a descriptive User‑Agent and respect the SEC fair‑access limit (currently 10 requests/sec).

Platforms

Web
API

Pricing

Free

Quick highlights

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
  • Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data APIs, APIs & SDKs, and Regulatory Filings Monitoring.

Where they differ

Open Payments (CMS)

Distinct strengths include:

  • Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests.
  • Web search/explorer with filtering and charts; program year downloads available from the portal.
  • Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style).
  • Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh.

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)

Distinct strengths include:

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).

Feature-by-feature breakdown

AttributeOpen Payments (CMS)SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)
Categories

Which research workflows each platform targets

Shared: Data APIs, APIs & SDKs, Regulatory Filings Monitoring

Unique: Data Visualizations

Shared: Data APIs, APIs & SDKs, Regulatory Filings Monitoring

Unique: IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, News, Alerts, Education

Asset types

Supported asset classes and universes

Other

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Hedge Funds, Private Funds, Real Estate, Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free

Free

Key features

Core capabilities called out by each vendor

Unique

  • Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests.
  • Web search/explorer with filtering and charts; program year downloads available from the portal.
  • Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style).
  • Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh.
  • Pre‑publication workflow: 45‑day recipient review & dispute (Apr 1–May 15) + 15‑day correction window (May 16–May 30).
  • Supplemental/lookup tables (e.g., Covered Recipient Profile Supplement; distinct physician profile) to aid joins.

Unique

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
  • Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).
  • EDGAR indexes (daily/full/quarterly) and browsable /Archives paths (raw .txt, SGML headers, HTML index pages; VPRR for scanned paper PDFs).
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Open Payments (CMS) and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) both support?

Both platforms cover Data APIs, APIs & SDKs, and Regulatory Filings Monitoring workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Open Payments (CMS) and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) require subscriptions?

Both Open Payments (CMS) and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Open Payments (CMS) and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)?

Both Open Payments (CMS) and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Open Payments (CMS) differentiates itself with Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., Web search/explorer with filtering and charts; program year downloads available from the portal., and Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style)., whereas SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) stands out for Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.