edgar

EDGAR

A small library to access files from SEC's edgar.

Installation

pip install edgar

Example

To get a company's latest 5 10-Ks, run

from edgar import Company
company = Company("Oracle Corp", "0001341439")
tree = company.get_all_filings(filing_type = "10-K")
docs = Company.get_documents(tree, no_of_documents=5)

or

from edgar import Company, TXTML

company = Company("INTERNATIONAL BUSINESS MACHINES CORP", "0000051143")
doc = company.get_10K()
text = TXTML.parse_full_10K(doc)

To get all companies and find a specific one, run

from edgar import Edgar
edgar = Edgar()
possible_companies = edgar.find_company_name("Cisco System")

To avoid pull of all company data from sec.gov on Edgar initialization, pass in a local path to the data

from edgar import Edgar
edgar = Edgar("/path/to/cik-lookup-data.txt")
possible_companies = edgar.find_company_name("Cisco System")

To get XBRL data, run

from edgar import Company, XBRL, XBRLElement

company = Company("Oracle Corp", "0001341439")
results = company.get_data_files_from_10K("EX-101.INS", isxml=True)
xbrl = XBRL(results[0])
XBRLElement(xbrl.relevant_children_parsed[15]).to_dict() // returns a dictionary of name, value, and schemaRef

API

Company

Company(name, cik, timeout=10)

• name (company name)
• cik (company CIK number)
• timeout (optional) (default: 10)

Methods

get_filings_url(self, filing_type="", prior_to="", ownership="include", no_of_entries=100) -> str

Returns a url to fetch filings data

• filing_type: The type of document you want. i.e. 10-K, S-8, 8-K. If not specified, it'll return all documents
• prior_to: Time prior which documents are to be retrieved. If not specified, it'll return all documents
• ownership: defaults to include. Options are include, exclude, only.
• no_of_entries: defaults to 100. Returns the number of entries to be returned. Maximum is 100.

get_all_filings(self, filing_type="", prior_to="", ownership="include", no_of_entries=100) -> lxml.html.HtmlElement

Returns the HTML in the form of lxml.html

• filing_type: The type of document you want. i.e. 10-K, S-8, 8-K. If not specified, it'll return all documents
• prior_to: Time prior which documents are to be retrieved. If not specified, it'll return all documents
• ownership: defaults to include. Options are include, exclude, only.
• no_of_entries: defaults to 100. Returns the number of entries to be returned. Maximum is 100.

get_10Ks(self, no_of_documents=1, as_documents=False) -> List[lxml.html.HtmlElement]

Returns the HTML in the form of lxml.html of concatenation of all the documents in the 10-K

• no_of_documents (default: 1): numer of documents to be retrieved
• When as_documents is set to True, it returns -> List[edgar.document.Documents] a list of Documents

get_10Ks_metadata(self) -> List[dict]

Returns the HTML in the form of a dictionary of concatenation of all the document metadata in the 10-K

get_document_type_from_10K(self, document_type, no_of_documents=1) -> List[lxml.html.HtmlElement]

Returns the HTML in the form of lxml.html of the document within 10-K

• document_type: Tye type of document you want, i.e. 10-K, EX-3.2
• no_of_documents (default: 1): numer of documents to be retrieved

get_data_files_from_10K(self, document_type, no_of_documents=1, isxml=False) -> List[lxml.html.HtmlElement]

Returns the HTML in the form of lxml.html of the data file within 10-K

• document_type: Tye type of document you want, i.e. EX-101.INS
• no_of_documents (default: 1): numer of documents to be retrieved
• isxml (default: False): by default, things aren't case sensitive and is parsed with html in lxml. If this is True, then it is parsed with etree` which is case sensitive

Class Method

get_documents(self, tree: lxml.html.Htmlelement, no_of_documents=1, debug=False, as_documents=False) -> List[lxml.html.HtmlElement] Returns a list of strings, each string contains the body of the specified document from input

• tree: lxml.html form that is returned from Company.getAllFilings
• no_of_documents: number of document returned. If it is 1, the returned result is just one string, instead of a list of strings. Defaults to 1.
• debug (default: False): if True, displays the URL and form
• When as_documents is set to True, it returns -> List[edgar.document.Documents] a list of Documents

Edgar

Gets all companies from EDGAR

get_cik_by_company_name(company_name: str) -> str: Returns the CIK if given the exact name or the company

get_company_name_by_cik(cik: str) -> str: Returns the company name if given the CIK (with the 000s)

find_company_name(words: str) -> List[str]: Returns a list of company names by exact word matching

find_company_name_cik(words: str) -> List[tuple[str, str]]: Return a list of company names and their CIK values

match_company_by_company_name(self, name, top=5) -> List[Dict[str, Any]]: Returns a list of dictionarys, with company names, CIK, and their fuzzy match score

• top (default: 5) returns the top number of fuzzy matches. If set to None, it'll return the whole list (which is a lot)

XBRL

Parses data from XBRL

Properties

relevant_children

• get children that are not context relevant_children_parsed
• get children that are not context, unit, schemaRef
• cleans tags

Documents

Filing and Documents Details for the SEC EDGAR Form (such as 10-K)

Documents(url, timeout=10)

Properties

url: str: URL of the document

content: dict: Dictionary of meta data of the document

content['Filing Date']: str: Document filing date

content['Accepted']: str: Document accepted datetime

content['Period of Report']: str: The date period that the document is for

element: lxml.html.HtmlElement: The HTML element for the Document (from the url) so it can be further parsed

Contribution