SEC EDGAR

App · Accounting & Finance · 17 actions

Pull SEC filings and company financials into a workflow, straight from EDGAR: a company's profile and filing history, the numbers it reports in XBRL, and the text of any filing since 1993. Look a company up by ticker rather than by its ten-digit SEC id, read the figures behind an annual report, compare one line item across every company that reported it, or search the full text of every filing since 2001 for a phrase. Watch the live feed for 8-Ks as they are filed, walk the daily and quarterly indexes, and read or download any filing document. Free and public: no account, no API key, and nothing to pay for.

Actions

ActionWhat it does
Compare one figure across companiesOne financial concept for every company that reported it in a period, largest first: every filer's total assets last quarter, or every filer's revenue last year.
Download a filing documentDownload a filing as a file, so a later step can attach it to an email, post it to a chat or put it in storage.
Find companiesLook up a filer's CIK by name or ticker, across every company, fund and individual that has ever filed with the SEC.
Find mutual fundsLook up a mutual fund or ETF share class by its symbol, and get the CIK, series id and class id EDGAR files it under.
Get a companyEverything EDGAR publishes about one filer: its name and former names, tickers and exchanges, industry code, filer category, fiscal year end, state of incorporation and addresses, plus its most recent filing.
Get a financial conceptEvery figure one company has reported for one financial concept, newest first, straight from its XBRL filings: total assets each quarter, revenue each year, shares outstanding at each cover date.
Get several financial conceptsSeveral of a company's financial concepts at once, in a single request: assets, revenue and net income side by side for a summary or a spreadsheet row.
List a company's filingsOne company's filings, newest first, narrowed to the forms and dates you care about: its annual reports, the 8-Ks it filed last month, every insider trade this year.
List a company's financial conceptsThe financial line items one company reports in XBRL, with what each one means and how many figures it has, but none of the numbers.
List filing documentsEvery file in one filing: the report itself and each of its exhibits, press releases and data files, with a link and a size for each.
List filings for a dayEvery filing EDGAR disseminated on one day, from its daily index: the full list rather than the most recent few, which is what a nightly workflow reads.
List filings for a quarterEvery filing EDGAR received in one calendar quarter, from its full index, going back to 1993: for a study of who filed what, or to build the list a longer analysis runs over.
List form typesEDGAR's own catalog of what each form and each 8-K item code means, so a workflow can turn '8-K' and '5.02' into 'Current report' and 'Departure of Directors or Certain Officers' before it writes a message.
List listed companiesList the companies with a ticker on a US exchange, from the SEC's own ticker file: everything on Nasdaq, the NYSE, CBOE or OTC, or the ones whose name or ticker matches.
List the latest filingsThe filings EDGAR has just accepted, across every company, newest first.
Read a filing documentRead a filing as plain text, so a later step can summarise it, search it or answer questions about it.
Search filing textSearch the full text of every EDGAR filing since 2001 for a word or phrase: which companies mention a technology, name a competitor or disclose a risk.

Compare one figure across companies

One financial concept for every company that reported it in a period, largest first: every filer's total assets last quarter, or every filer's revenue last year. The SEC lines up the reporting dates that best fit a calendar quarter, so companies with different financial years can be compared. No API key required.

Inputs

Taxonomytaxonomytext
Which accounting vocabulary the concept belongs to. US GAAP covers almost every US company's financials; foreign private issuers report under IFRS; the cover-page facts of any filing (shares outstanding, fiscal year end) are in DEI.One of: us-gaap (US GAAP (most US company financials)), ifrs-full (IFRS (foreign private issuers)), dei (Document and Entity Information (cover-page facts)), srt (SEC Reporting Taxonomy (shared elements)). Default: us-gaap.
ConceptconcepttextRequired
Which financial line item to compare. This one is typed rather than chosen, because the concept is not tied to any one company; run List a company's financial concepts against a company in the industry to find the exact tag.
Unitunittext
What the figure is measured in. It has to match how the concept is reported: a money figure is USD, a share count is shares, earnings per share is USD-per-shares.One of: USD (US dollars), USD-per-shares (US dollars per share (e.g. earnings per share)), shares (A share count), pure (A ratio or plain number with no unit). Default: USD.
YearyearnumberRequired
The calendar year to compare. XBRL data starts in 2009, when the SEC first required it.From 2009 to 2027.
Periodquartertext
Which part of that year. A point-in-time figure is published per quarter only, so pick a quarter for one of those rather than the full year.One of: FY (Full year), Q1 (Q1 (Jan to Mar)), Q2 (Q2 (Apr to Jun)), Q3 (Q3 (Jul to Sep)), Q4 (Q4 (Oct to Dec)). Default: FY.
Measuredmeasuredtext
Whether the figure covers the period or is a snapshot at the end of it. Balance-sheet lines (Assets, Liabilities, StockholdersEquity) are snapshots; income and cash-flow lines (Revenues, NetIncomeLoss) cover the period. Choosing the wrong one is why a concept that exists comes back empty.One of: duration (Over the period (income statement and cash flow, e.g. Revenues)), instant (At the end of the period (balance sheet, e.g. Assets)). Default: duration.
Number of resultslimitnumber
How many companies to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 100.

Outputs

concepttext
The XBRL tag that was compared.
countnumber
How many records this step returned.
descriptiontext
The accounting definition of what the figure includes.
has_moretrue/false
Whether more records matched than were returned.
labeltext
What that tag is called in English.
periodtext
The period that was compared, in the SEC's own notation, e.g. 'CY2024Q1I'.
taxonomytext
The vocabulary the concept comes from.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
unittext
The unit the figures are in, as the SEC spells it.
valueslist
One figure per company, largest first.
Example output
{
  "concept": "Assets",
  "count": 1,
  "description": "Sum of the carrying amounts as of the balance sheet date of all assets that are recognized. Assets are probable future economic benefits obtained or controlled by an entity as a result of past transactions or events.",
  "has_more": true,
  "label": "Assets",
  "period": "CY2024Q3I",
  "taxonomy": "us-gaap",
  "total_matched": 5849,
  "unit": "USD",
  "values": [
    {
      "accession_number": "0000320193-24-000123",
      "cik": "0000320193",
      "company_name": "Apple Inc.",
      "end_date": "2024-09-28",
      "location": "US-CA",
      "start_date": null,
      "value": 364980000000
    }
  ]
}

Download a filing document

Download a filing as a file, so a later step can attach it to an email, post it to a chat or put it in storage. Leave the document blank for the filing itself rather than one of its exhibits. No API key required.

Inputs

CompanycompanytextRequired
The company that made the filing. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Accession numberaccession_numbertextRequired
The filing's accession number, which is EDGAR's id for one submission. Every filing listing reports it as 'accession_number'; both the dashed and undashed spellings are accepted.
Documentdocumenttext
Which file in the filing to read. Leave blank for the filing itself (the report rather than one of its exhibits), which is what almost every workflow wants. Run List filing documents to see the exhibits.

Outputs

accession_numbertext
The filing this came from.
byte_sizenumber
How large it is.
ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
content_typetext
What kind of file it is.
documenttext
Which file in the filing was downloaded.
document_reftext
The stored document's reference.
documentslist
The downloaded file, as a document a later step can attach or upload.
source_urltext
The document's own address on sec.gov.
urltext
Where this workspace can fetch it.
Example output
{
  "accession_number": "0000320193-24-000123",
  "byte_size": 1503780,
  "cik": "0000320193",
  "content_type": "text/html",
  "document": "aapl-20240928.htm",
  "document_ref": "doc_01JBQ8Z4W2K7N5R3T6V9X1Y0AB",
  "documents": [
    {
      "content_type": "text/html",
      "document_ref": "doc_01JBQ8Z4W2K7N5R3T6V9X1Y0AB",
      "filename": "aapl-20240928.htm",
      "size_bytes": 1503780,
      "url": "/actions/core/serve-document/doc_01JBQ8Z4W2K7N5R3T6V9X1Y0AB?teamId=64b0000000000000000000aa"
    }
  ],
  "source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-20240928.htm",
  "url": "/actions/core/serve-document/doc_01JBQ8Z4W2K7N5R3T6V9X1Y0AB?teamId=64b0000000000000000000aa"
}

Find companies

Look up a filer's CIK by name or ticker, across every company, fund and individual that has ever filed with the SEC. Start here when you know the company but not its EDGAR id. No API key required.

Inputs

Company name or tickerquerytextRequired
What to search for. A partial name works: 'tesla' finds Tesla, Inc. along with every fund with Tesla in its name.
Number of resultslimitnumber
How many companies to return, newest or most relevant first. Between 1 and 100.From 1 to 100. Default: 10.

Outputs

companieslist
The filers that match, closest match first.
countnumber
How many records this step returned.
has_moretrue/false
Whether more records matched than were returned.
querytext
What was searched for.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "companies": [
    {
      "cik": "0000320193",
      "cik_number": 320193,
      "filings_url": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193&type=&dateb=&owner=include&count=40",
      "name": "Apple Inc.",
      "tickers": [
        "AAPL"
      ]
    }
  ],
  "count": 1,
  "has_more": false,
  "query": "Apple",
  "total_matched": 1
}

Find mutual funds

Look up a mutual fund or ETF share class by its symbol, and get the CIK, series id and class id EDGAR files it under. A fund family files as one CIK with many series and classes, which is why a fund symbol alone will not find its filings. No API key required.

Inputs

Symbol, series, class or CIKquerytext
What to look up: a fund symbol (VFIAX), a series id (S000002839), a class id (C000007774) or the fund family's CIK. Leave blank to list every class.
Number of resultslimitnumber
How many share classes to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 50.

Outputs

countnumber
How many records this step returned.
fundslist
The fund share classes that match.
has_moretrue/false
Whether more records matched than were returned.
querytext
What was searched for.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "count": 1,
  "funds": [
    {
      "cik": "0000036405",
      "cik_number": 36405,
      "class_id": "C000007774",
      "series_id": "S000002839",
      "symbol": "VFIAX"
    }
  ],
  "has_more": false,
  "query": "VFIAX",
  "total_matched": 1
}

Get a company

Everything EDGAR publishes about one filer: its name and former names, tickers and exchanges, industry code, filer category, fiscal year end, state of incorporation and addresses, plus its most recent filing. No API key required.

Inputs

CompanycompanytextRequired
The company to look up. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.

Outputs

companyobject
The filer's profile.
latest_filingobject
The most recent filing EDGAR holds for it.
Example output
{
  "company": {
    "business_address": {
      "city": "CUPERTINO",
      "country": null,
      "state_or_country": "CA",
      "street": "ONE APPLE PARK WAY",
      "zip_code": "95014"
    },
    "category": "Large accelerated filer",
    "cik": "0000320193",
    "ein": "942404110",
    "entity_type": "operating",
    "exchanges": [
      "Nasdaq"
    ],
    "filings_url": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193&type=&dateb=&owner=include&count=40",
    "fiscal_year_end": "0926",
    "former_names": [
      {
        "from": "1994-01-26",
        "name": "APPLE COMPUTER INC",
        "to": "2007-01-04"
      }
    ],
    "has_insider_transactions": true,
    "investor_website": null,
    "lei": null,
    "mailing_address": {
      "city": "CUPERTINO",
      "country": null,
      "state_or_country": "CA",
      "street": "ONE APPLE PARK WAY",
      "zip_code": "95014"
    },
    "name": "Apple Inc.",
    "phone": "(408) 996-1010",
    "sic": "3571",
    "sic_description": "Electronic Computers",
    "state_of_incorporation": "CA",
    "tickers": [
      "AAPL"
    ],
    "website": null
  },
  "latest_filing": {
    "accepted_at": "2024-11-01T06:01:36.000Z",
    "accession_number": "0000320193-24-000123",
    "act": "34",
    "document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-20240928.htm",
    "file_number": "001-36743",
    "filing_date": "2024-11-01",
    "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm",
    "form": "10-K",
    "is_xbrl": true,
    "items": [],
    "primary_document": "aapl-20240928.htm",
    "primary_document_description": "10-K",
    "report_date": "2024-09-28",
    "size_bytes": 10119681
  }
}

Get a financial concept

Every figure one company has reported for one financial concept, newest first, straight from its XBRL filings: total assets each quarter, revenue each year, shares outstanding at each cover date. Each figure carries the period it covers, the form it came from and when it was filed. No API key required.

Inputs

CompanycompanytextRequired
The company whose figures to read. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Taxonomytaxonomytext
Which accounting vocabulary the concept belongs to. US GAAP covers almost every US company's financials; foreign private issuers report under IFRS; the cover-page facts of any filing (shares outstanding, fiscal year end) are in DEI.One of: us-gaap (US GAAP (most US company financials)), ifrs-full (IFRS (foreign private issuers)), dei (Document and Entity Information (cover-page facts)), srt (SEC Reporting Taxonomy (shared elements)). Default: us-gaap.
ConceptconcepttextRequired
Which financial line item to read. The choices are the concepts this company actually reports, so pick the company first.
Unitunittext
Keep only the figures reported in one unit of measure. Leave blank for all of them; the answer lists which units this concept has been reported in.
Form typesform_typeslist
Keep only figures filed on these EDGAR forms: 10-K for an annual report, 10-Q for a quarterly one, 8-K for a material event, 4 for an insider trade. Amendments are included with the form they amend, so 10-K also matches 10-K/A. Choose none to keep every form.
Number of resultslimitnumber
How many figures to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 25.

Outputs

ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
company_nametext
The company that reported them.
concepttext
The XBRL tag that was read.
countnumber
How many records this step returned.
descriptiontext
The accounting definition of what the figure includes.
has_moretrue/false
Whether more records matched than were returned.
labeltext
What that tag is called in English.
taxonomytext
The vocabulary the concept comes from.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
units_availablelist
Every unit this company has reported the concept in, whether or not it was filtered to one.
valueslist
The reported figures, most recent period first.
Example output
{
  "cik": "0000320193",
  "company_name": "Apple Inc.",
  "concept": "Revenues",
  "count": 1,
  "description": "Amount of revenue recognized from goods sold, services rendered, insurance premiums, or other activities that constitute an earning process. Includes, but is not limited to, investment and interest income before deduction of interest expense when recognized as a component of revenue, and sales and trading gain (loss).",
  "has_more": true,
  "label": "Revenues",
  "taxonomy": "us-gaap",
  "total_matched": 11,
  "units_available": [
    "USD"
  ],
  "values": [
    {
      "accession_number": "0000320193-18-000145",
      "concept": "Revenues",
      "end_date": "2018-09-29",
      "filed_date": "2018-11-05",
      "fiscal_period": "FY",
      "fiscal_year": 2018,
      "form": "10-K",
      "frame": "CY2018",
      "label": "Revenues",
      "start_date": "2017-10-01",
      "taxonomy": "us-gaap",
      "unit": "USD",
      "value": 265595000000
    }
  ]
}

Get several financial concepts

Several of a company's financial concepts at once, in a single request: assets, revenue and net income side by side for a summary or a spreadsheet row. Narrow to the concepts, forms and periods you want, because a large filer's full history runs to tens of thousands of figures. No API key required.

Inputs

CompanycompanytextRequired
The company whose figures to read. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Taxonomytaxonomytext
Which accounting vocabulary the concept belongs to. US GAAP covers almost every US company's financials; foreign private issuers report under IFRS; the cover-page facts of any filing (shares outstanding, fiscal year end) are in DEI.One of: us-gaap (US GAAP (most US company financials)), ifrs-full (IFRS (foreign private issuers)), dei (Document and Entity Information (cover-page facts)), srt (SEC Reporting Taxonomy (shared elements)). Default: us-gaap.
Conceptsconceptslist
Which financial line items to read. The choices are the concepts this company actually reports, so pick the company first. Choose none for every concept it reports.
Unitunittext
Keep only the figures reported in one unit of measure, e.g. USD. Leave blank for all of them.
Form typesform_typeslist
Keep only figures filed on these EDGAR forms: 10-K for an annual report, 10-Q for a quarterly one, 8-K for a material event, 4 for an insider trade. Amendments are included with the form they amend, so 10-K also matches 10-K/A. Choose none to keep every form.
Period ending on or afterreported_afterdate
Keep only the figures whose period ends on or after this date, which is how you ask for recent numbers rather than a company's whole history. Optional.
Number of resultslimitnumber
How many figures to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 100.

Outputs

ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
company_nametext
The company that reported them.
conceptslist
The concepts these figures cover.
countnumber
How many records this step returned.
factslist
The reported figures, most recent period first.
has_moretrue/false
Whether more records matched than were returned.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "cik": "0000320193",
  "company_name": "Apple Inc.",
  "concepts": [
    "Assets",
    "NetIncomeLoss"
  ],
  "count": 1,
  "facts": [
    {
      "accession_number": "0000320193-24-000123",
      "concept": "Assets",
      "end_date": "2024-09-28",
      "filed_date": "2024-11-01",
      "fiscal_period": "FY",
      "fiscal_year": 2024,
      "form": "10-K",
      "frame": "CY2024Q3I",
      "label": "Assets",
      "start_date": null,
      "taxonomy": "us-gaap",
      "unit": "USD",
      "value": 364980000000
    }
  ],
  "has_more": true,
  "total_matched": 180
}

List a company's filings

One company's filings, newest first, narrowed to the forms and dates you care about: its annual reports, the 8-Ks it filed last month, every insider trade this year. The recent history covers at least the last thousand filings; turn on the full history to reach back to 1994. No API key required.

Inputs

CompanycompanytextRequired
The company whose filings to list. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Form typesform_typeslist
Keep only filings filed on these EDGAR forms: 10-K for an annual report, 10-Q for a quarterly one, 8-K for a material event, 4 for an insider trade. Amendments are included with the form they amend, so 10-K also matches 10-K/A. Choose none to keep every form.
Filed on or afterfiled_afterdate
Keep only filings filed on or after this date. Optional.
Filed on or beforefiled_beforedate
Keep only filings filed on or before this date. Optional.
Search the full historyinclude_oldertrue/false
Look past the recent filings into the company's whole history back to 1994. Leave off unless you are searching for something older than its last thousand filings: it costs an extra request per page of history.Default: false.
Number of resultslimitnumber
How many filings to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 25.

Outputs

ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
company_nametext
The company whose filings these are.
countnumber
How many records this step returned.
filingslist
The filings that match, newest first.
form_typeslist
The form types that were filtered on.
has_moretrue/false
Whether more records matched than were returned.
searched_full_historytrue/false
Whether the whole history was searched, or only the recent filings.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "cik": "0000320193",
  "company_name": "Apple Inc.",
  "count": 1,
  "filings": [
    {
      "accepted_at": "2024-11-01T06:01:36.000Z",
      "accession_number": "0000320193-24-000123",
      "act": "34",
      "document_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-20240928.htm",
      "file_number": "001-36743",
      "filing_date": "2024-11-01",
      "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm",
      "form": "10-K",
      "is_xbrl": true,
      "items": [],
      "primary_document": "aapl-20240928.htm",
      "primary_document_description": "10-K",
      "report_date": "2024-09-28",
      "size_bytes": 10119681
    }
  ],
  "form_types": [
    "10-K"
  ],
  "has_more": true,
  "searched_full_history": false,
  "total_matched": 11
}

List a company's financial concepts

The financial line items one company reports in XBRL, with what each one means and how many figures it has, but none of the numbers. Run this to find the concept name to ask Get a financial concept for. No API key required.

Inputs

CompanycompanytextRequired
The company whose reported concepts to list. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Taxonomytaxonomytext
Which accounting vocabulary the concept belongs to. US GAAP covers almost every US company's financials; foreign private issuers report under IFRS; the cover-page facts of any filing (shares outstanding, fiscal year end) are in DEI.One of: us-gaap (US GAAP (most US company financials)), ifrs-full (IFRS (foreign private issuers)), dei (Document and Entity Information (cover-page facts)), srt (SEC Reporting Taxonomy (shared elements)). Default: us-gaap.
Concept name containsquerytext
Keep only the concepts whose tag or label contains this text. Leave blank to list them all.
Number of resultslimitnumber
How many concepts to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 100.

Outputs

ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
company_nametext
The company these concepts belong to.
conceptslist
The concepts the company reports.
countnumber
How many records this step returned.
has_moretrue/false
Whether more records matched than were returned.
querytext
The text that was filtered on.
taxonomytext
The taxonomy that was filtered on.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "cik": "0000320193",
  "company_name": "Apple Inc.",
  "concepts": [
    {
      "concept": "Revenues",
      "description": "Amount of revenue recognized from goods sold, services rendered, insurance premiums, or other activities that constitute an earning process. Includes, but is not limited to, investment and interest income before deduction of interest expense when recognized as a component of revenue, and sales and trading gain (loss).",
      "label": "Revenues",
      "taxonomy": "us-gaap",
      "units": [
        "USD"
      ],
      "value_count": 11
    }
  ],
  "count": 1,
  "has_more": true,
  "query": "revenue",
  "taxonomy": "us-gaap",
  "total_matched": 8
}

List filing documents

Every file in one filing: the report itself and each of its exhibits, press releases and data files, with a link and a size for each. Run this to find the exhibit you want before reading or downloading it. No API key required.

Inputs

CompanycompanytextRequired
The company that made the filing. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Accession numberaccession_numbertextRequired
The filing's accession number, which is EDGAR's id for one submission. Every filing listing reports it as 'accession_number'; both the dashed and undashed spellings are accepted.

Outputs

accession_numbertext
The filing these documents belong to.
ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
countnumber
How many records this step returned.
documentslist
The files in the filing.
filing_urltext
The filing's index page on sec.gov.
formtext
The form the filing was made on.
has_moretrue/false
Whether more records matched than were returned.
primary_documenttext
Which of these files is the filing itself, as opposed to an exhibit.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "accession_number": "0000320193-24-000123",
  "cik": "0000320193",
  "count": 1,
  "documents": [
    {
      "content_type": "text/html",
      "document": "aapl-20240928.htm",
      "last_modified": "2024-11-01 06:01:36",
      "size_bytes": 1503780,
      "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-20240928.htm"
    }
  ],
  "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm",
  "form": "10-K",
  "has_more": true,
  "primary_document": "aapl-20240928.htm",
  "total_matched": 105
}

List filings for a day

Every filing EDGAR disseminated on one day, from its daily index: the full list rather than the most recent few, which is what a nightly workflow reads. EDGAR publishes an index for each day the market is open. No API key required.

Inputs

Datefiling_datedateRequired
The day to list. EDGAR publishes an index for each day the market is open, so a weekend or a federal holiday has none.
Form typesform_typeslist
Keep only filings filed on these EDGAR forms: 10-K for an annual report, 10-Q for a quarterly one, 8-K for a material event, 4 for an insider trade. Amendments are included with the form they amend, so 10-K also matches 10-K/A. Choose none to keep every form.
Number of resultslimitnumber
How many filings to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 100.

Outputs

countnumber
How many records this step returned.
filing_datetext
The day that was listed.
filingslist
The filings disseminated that day.
form_typeslist
The form types that were filtered on.
has_moretrue/false
Whether more records matched than were returned.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "count": 1,
  "filing_date": "2025-02-14",
  "filings": [
    {
      "accession_number": "0000100122-25-000004",
      "cik": "0000100122",
      "company_name": "TUCSON ELECTRIC POWER CO",
      "filing_date": "2025-02-14",
      "filing_url": "https://www.sec.gov/Archives/edgar/data/100122/000010012225000004/0000100122-25-000004-index.htm",
      "form": "10-K"
    }
  ],
  "form_types": [
    "10-K"
  ],
  "has_more": true,
  "total_matched": 113
}

List filings for a quarter

Every filing EDGAR received in one calendar quarter, from its full index, going back to 1993: for a study of who filed what, or to build the list a longer analysis runs over. Narrow it to the filings that carry XBRL financial data when the numbers are what you are after. No API key required.

Inputs

YearyearnumberRequired
The calendar year to list. EDGAR's archives start in 1993.From 1993 to 2027.
QuarterquarternumberRequired
Which quarter of that year to list.From 1 to 4.
Form typesform_typeslist
Keep only filings filed on these EDGAR forms: 10-K for an annual report, 10-Q for a quarterly one, 8-K for a material event, 4 for an insider trade. Amendments are included with the form they amend, so 10-K also matches 10-K/A. Choose none to keep every form.
Only filings with XBRL dataxbrl_onlytrue/false
Keep only the filings that carry tagged financial data, which is the subset Get a financial concept can read. Also much the smaller index to read.Default: false.
Number of resultslimitnumber
How many filings to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 100.

Outputs

countnumber
How many records this step returned.
filingslist
The filings received that quarter.
form_typeslist
The form types that were filtered on.
has_moretrue/false
Whether more records matched than were returned.
quarternumber
The quarter that was listed.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
xbrl_onlytrue/false
Whether only XBRL filings were listed.
yearnumber
The year that was listed.
Example output
{
  "count": 1,
  "filings": [
    {
      "accession_number": "0000950170-25-038693",
      "cik": "0001000209",
      "company_name": "MEDALLION FINANCIAL CORP",
      "filing_date": "2025-03-13",
      "filing_url": "https://www.sec.gov/Archives/edgar/data/1000209/000095017025038693/0000950170-25-038693-index.htm",
      "form": "10-K"
    }
  ],
  "form_types": [
    "10-K"
  ],
  "has_more": true,
  "quarter": 1,
  "total_matched": 4497,
  "xbrl_only": true,
  "year": 2025
}

List form types

EDGAR's own catalog of what each form and each 8-K item code means, so a workflow can turn '8-K' and '5.02' into 'Current report' and 'Departure of Directors or Certain Officers' before it writes a message. No API key required.

Inputs

Form or description containsquerytext
Keep only the forms and item codes whose code or description contains this text. Leave blank for the whole catalog.
Number of resultslimitnumber
How many form types and item codes to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 100.

Outputs

countnumber
How many records this step returned.
form_typeslist
The form types EDGAR accepts.
has_moretrue/false
Whether more records matched than were returned.
item_code_countnumber
How many item codes were returned.
item_codeslist
The 8-K item codes, which say what a current report is reporting.
querytext
The text that was filtered on.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "count": 1,
  "form_types": [
    {
      "description": "Current report",
      "form_type": "8-K",
      "short_name": "Current report"
    }
  ],
  "has_more": true,
  "item_code_count": 1,
  "item_codes": [
    {
      "description": "Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers",
      "item_code": "5.02"
    }
  ],
  "query": "8-K",
  "total_matched": 5
}

List listed companies

List the companies with a ticker on a US exchange, from the SEC's own ticker file: everything on Nasdaq, the NYSE, CBOE or OTC, or the ones whose name or ticker matches. For building a watchlist to run the rest of a workflow over. No API key required.

Inputs

Exchangeexchangetext
Keep only the companies listed on one exchange. Leave blank for every exchange.
Name or ticker containsquerytext
Keep only the companies whose name or ticker contains this text. Leave blank to list them all.
Number of resultslimitnumber
How many companies to return, newest or most relevant first. Between 1 and 500.From 1 to 500. Default: 50.

Outputs

companieslist
The listed companies that match.
countnumber
How many records this step returned.
exchangetext
The exchange that was filtered on.
has_moretrue/false
Whether more records matched than were returned.
querytext
The text that was filtered on.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "companies": [
    {
      "cik": "0000789019",
      "cik_number": 789019,
      "exchange": "Nasdaq",
      "name": "MICROSOFT CORP",
      "ticker": "MSFT"
    }
  ],
  "count": 1,
  "exchange": "Nasdaq",
  "has_more": true,
  "query": "micro",
  "total_matched": 16
}

List the latest filings

The filings EDGAR has just accepted, across every company, newest first. This is the live feed: a scheduled workflow can watch it for 8-Ks as they are filed, or for anything a particular company files. No API key required.

Inputs

Form typeform_typetext
Watch one form only, e.g. 8-K for material events or 4 for insider trades. Leave blank for every form.
Companycompanytext
The company to watch. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want. Leave blank to search across every filer.
Ownership formsownershiptext
Insiders file forms 3, 4 and 5 whenever they trade, and there are enough of them to crowd everything else out of the feed. This is how you set them aside, or watch only them.One of: include (Include ownership forms (3, 4 and 5)), exclude (Exclude ownership forms), only (Only ownership forms). Default: include.
Number of resultslimitnumber
How many filings to return, newest or most relevant first. Between 1 and 100.From 1 to 100. Default: 40.

Outputs

countnumber
How many records this step returned.
filingslist
The most recently accepted filings.
form_typetext
The form type that was watched.
has_moretrue/false
Whether more records matched than were returned.
ownershiptext
How ownership forms were treated.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "count": 1,
  "filings": [
    {
      "accepted_at": "2026-08-26T12:11:00-04:00",
      "accession_number": "0001493152-26-040184",
      "cik": "0001722731",
      "company_name": "FDCTECH, INC.",
      "filing_date": "2026-08-26",
      "filing_url": "https://www.sec.gov/Archives/edgar/data/1722731/000149315226040184/0001493152-26-040184-index.htm",
      "form": "8-K",
      "items": [
        "3.02: Unregistered Sales of Equity Securities",
        "9.01: Financial Statements and Exhibits"
      ],
      "size": "5 MB"
    }
  ],
  "form_type": "8-K",
  "has_more": true,
  "ownership": "include",
  "total_matched": 10
}

Read a filing document

Read a filing as plain text, so a later step can summarise it, search it or answer questions about it. The markup and the inline XBRL tagging are stripped, so the text starts where the report starts. Leave the document blank for the filing itself rather than one of its exhibits. No API key required.

Inputs

CompanycompanytextRequired
The company that made the filing. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want.
Accession numberaccession_numbertextRequired
The filing's accession number, which is EDGAR's id for one submission. Every filing listing reports it as 'accession_number'; both the dashed and undashed spellings are accepted.
Documentdocumenttext
Which file in the filing to read. Leave blank for the filing itself (the report rather than one of its exhibits), which is what almost every workflow wants. Run List filing documents to see the exhibits.
Maximum charactersmax_charactersnumber
How much of the text to return. An annual report runs past 200,000 characters, which is more than most later steps can take at once, so the text is cut here and the answer says it was.From 1 to 200000. Default: 20000.

Outputs

accession_numbertext
The filing this came from.
charactersnumber
How many characters were returned.
ciktext
The company's CIK, EDGAR's ten-digit id for a filer. Every other action accepts it in place of a ticker.
content_typetext
What kind of file it was.
documenttext
Which file in the filing was read.
filing_urltext
The filing's index page on sec.gov.
texttext
The document's text, with its markup stripped.
total_charactersnumber
How many the whole document holds.
truncatedtrue/false
Whether the text was cut short.
urltext
A direct link to it on sec.gov.
Example output
{
  "accession_number": "0000320193-24-000123",
  "characters": 246,
  "cik": "0000320193",
  "content_type": "text/html",
  "document": "aapl-20240928.htm",
  "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/0000320193-24-000123-index.htm",
  "text": "aapl-20240928 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 28 , 2024",
  "total_characters": 204421,
  "truncated": true,
  "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-20240928.htm"
}

Search filing text

Search the full text of every EDGAR filing since 2001 for a word or phrase: which companies mention a technology, name a competitor or disclose a risk. Put a phrase in double quotes to match it exactly, and put a minus in front of a quoted phrase to exclude it. No API key required.

Inputs

Search forquerytextRequired
What to look for in the filing text. "in quotes" matches the exact phrase; -"in quotes" excludes one. Without quotes, all of the words must appear.
Form typesform_typeslist
Keep only filings filed on these EDGAR forms: 10-K for an annual report, 10-Q for a quarterly one, 8-K for a material event, 4 for an insider trade. Amendments are included with the form they amend, so 10-K also matches 10-K/A. Choose none to keep every form.
Companycompanytext
The company to search within. Give a ticker (AAPL), a CIK (0000320193) or the company's name; whichever you use is looked up against the SEC's ticker list and EDGAR's own filer index. Run Find companies first if you are not sure which filer you want. Leave blank to search across every filer.
Filed on or afterfiled_afterdate
Keep only filings filed on or after this date. Optional.
Filed on or beforefiled_beforedate
Keep only filings filed on or before this date. Optional.
Locationlocationtext
Keep only the filings from companies in one state or country. Leave blank for everywhere.
Location meanslocation_typetext
Whether the location above is where the company operates or where it is incorporated. The two differ for most US companies, which incorporate in Delaware.One of: located (Where the filer is located (principal place of business)), incorporated (Where the filer is incorporated). Default: located.
Skipoffsetnumber
How many results to skip, for walking a long list a page at a time. Each run returns 100; pass the previous run's 'next_offset' to get the next 100. EDGAR will not serve a result past the ten-thousandth.From 0 to 9900. Default: 0.

Outputs

countnumber
How many records this step returned.
has_moretrue/false
Whether more records matched than were returned.
next_offsetnumber
What to pass as 'Skip' to get the next page, or empty when there is no next page.
offsetnumber
How many results this run skipped.
querytext
What was searched for.
resultslist
The matching filing documents, best match first.
total_is_exacttrue/false
Whether the total is the real count. EDGAR stops counting at ten thousand, so a false here means 'at least that many'.
total_matchednumber
How many records matched in total, which is larger than the count when the batch size cut the list short.
Example output
{
  "count": 1,
  "has_more": true,
  "next_offset": 100,
  "offset": 0,
  "query": "\"climate risk\"",
  "results": [
    {
      "accession_number": "0000815097-24-000011",
      "business_locations": [
        "Miami, FL"
      ],
      "ciks": [
        "0000815097",
        "0001125259"
      ],
      "company_names": [
        "CARNIVAL CORP",
        "CARNIVAL PLC"
      ],
      "document": "ccl-20231130.htm",
      "document_description": "10-K",
      "document_url": "https://www.sec.gov/Archives/edgar/data/815097/000081509724000011/ccl-20231130.htm",
      "filing_date": "2024-01-26",
      "filing_url": "https://www.sec.gov/Archives/edgar/data/815097/000081509724000011/0000815097-24-000011-index.htm",
      "form": "10-K",
      "incorporation_states": [
        "DE"
      ],
      "items": [],
      "period_ending": "2023-11-30",
      "root_form": "10-K",
      "score": 7.683369,
      "sic_codes": [
        "4400"
      ]
    }
  ],
  "total_is_exact": true,
  "total_matched": 300
}

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