From 97607e0bd42c7912a462aa4bed262ed9920a8632 Mon Sep 17 00:00:00 2001
From: Investor Flow Build <build@investor-flow.local>
Date: Tue, 30 Jun 2026 13:56:29 -0400
Subject: [PATCH] slice 6 fix (ornith-35): form4_tx double-.xml URL + correct
 Form 4 XML elements (rptOwnerCik/rptOwnerName/rptOwnerRelationship). qwopus
 re-review pending

---
 app/server/src/adapters/EdgarAdapter.ts | 35 ++++++++++++++++++++-----
 1 file changed, 28 insertions(+), 7 deletions(-)

diff --git a/app/server/src/adapters/EdgarAdapter.ts b/app/server/src/adapters/EdgarAdapter.ts
index 8a78ab5..3a2fc1b 100644
--- a/app/server/src/adapters/EdgarAdapter.ts
+++ b/app/server/src/adapters/EdgarAdapter.ts
@@ -421,7 +421,7 @@ export class EdgarAdapter implements SourceFetch {
     }
 
     // --- Step 2: fetch the XML document ------------------------------------
-    const xmlUrl = `https://www.sec.gov/Archives/edgar/data/${padded}/${accessionNoDashes}/${xmlName}.xml`;
+    const xmlUrl = `https://www.sec.gov/Archives/edgar/data/${padded}/${accessionNoDashes}/${xmlName}`;
     const xmlText = await this.edgarXmlFetch(xmlUrl);
 
     // --- Step 3: parse transactions ----------------------------------------
@@ -626,13 +626,34 @@ function parseForm4Transactions(text: string): Array<{
   if (!infotables) return transactions;
 
   for (const table of infotables) {
-    // Extract reporter name.
-    const reporterMatch = table.match(/<reporterCik>\s*(\d+[^<]*)/);
-    const reporter = reporterMatch ? reporterMatch[1].trim() : '';
+    // Extract reporter CIK and name from <rptOwner>.
+    const rptOwnerMatch = table.match(/<rptOwner>([\s\S]*?)<\/rptOwner>/i);
+    let reporter = '';
+    if (rptOwnerMatch) {
+      const ownerBlock = rptOwnerMatch[1];
+      const cikMatch = ownerBlock.match(/<rptOwnerCik>\s*(\d+)/);
+      const nameMatch = ownerBlock.match(/<rptOwnerName>\s*([\s\S]*?)<\/rptOwnerName>/i);
+      reporter = cikMatch ? cikMatch[1].trim() : '';
+      if (nameMatch) {
+        reporter = nameMatch[1].replace(/<[^>]+>/g, '').trim();
+      }
+    }
 
-    // Extract relationship (direct/indirect).
-    const relMatch = table.match(/<directOrIndirectOwner>\s*([ADI])/i);
-    const relationship = relMatch ? (relMatch[1] === 'D' ? 'Direct' : 'Indirect') : '';
+    // Extract relationship from <rptOwnerRelationship>.
+    const relBlockMatch = table.match(/<rptOwnerRelationship>([\s\S]*?)<\/rptOwnerRelationship>/i);
+    let relationship = '';
+    if (relBlockMatch) {
+      const relBlock = relBlockMatch[1];
+      const parts: string[] = [];
+      if (/<isDirector>\s*1/i.test(relBlock)) parts.push('Director');
+      if (/<isOfficer>\s*1/i.test(relBlock)) {
+        const titleMatch = relBlock.match(/<officerTitle>\s*([\s\S]*?)<\/officerTitle>/i);
+        parts.push(titleMatch ? titleMatch[1].replace(/<[^>]+>/g, '').trim() : 'Officer');
+      }
+      if (/<isTenPercentOwner>\s*1/i.test(relBlock)) parts.push('10% Owner');
+      if (/<isOther>\s*1/i.test(relBlock)) parts.push('Other');
+      relationship = parts.join(', ');
+    }
 
     // Extract security title.
     const titleMatch = table.match(/<securityTitle>\s*([\s\S]*?)<\/securityTitle>/i);