Securities and Exchange Commission (SEC) EDGAR database. EDGAR containsregulatory filings from publicly-traded US corporations including their annualand quarterly reports:
All companies, foreign and domestic, are required to file registrationstatements, periodic reports, and other forms electronically through EDGAR.Anyone can access and download this information for free. [from the SECwebsite]
![Download Xbrl Data From Sec Download Xbrl Data From Sec](/uploads/1/2/6/1/126123732/778201310.jpg)
Automated Import of 10-Q and 10-K Statements in XBRL Format from SEC.gov. Are the names of document and its web-address at SEC standardized, so that I can download the files automatically in a job? (see Automated 10-K XBRL data grab using the SEC file structure)? There are numerous ways to download multiple Company files from the SEC web site, although it is not something they make simple to select specific companies. Probably the simplest is from the current and historical RSS feeds, accessible from XBRL.SEC.GOV, from which you can access multiple zip files based on filing date.
Human Interface
See http://www.sec.gov/edgar/searchedgar/companysearch.html
Bulk Data
Each company in EDGAR gets an identifier known as the CIK which is a 10 digitnumber. You can find the CIK by searching EDGAR using a name of stock marketticker.
For example, searching for IBM by ticker shows us thatthe the CIK is
0000051143
.
Note that leading zeroes are often omitted (e.g. in the ftp access) so thiswould become
51143
.
Next each submission receives an 'Accession Number' (acc-no). For example,IBM's quarterly financial filing (form 10-Q) in October 2013 had accessionnumber:
0000051143-13-000007
.
HTTPS File Paths
Given a company with CIK (company ID) XXX (omitting leading zeroes) anddocument accession number YYY (acc-no on search results) the path would be:
File paths are of the form:
For example, for the IBM data above it would be:
EDGAR has retired HTTP services. Instead use the HTTPS equivalent.
Note, if you are looking for a nice HTML version you can find it at in theArchives section with a similar URL (just add -index.html):
Indices
If you want to get a list of all filings you'll want to grab an Index. As the help page explains:
The EDGAR indices are a helpful resource for HTTPS retrieval, listing thefollowing information for each filing: Company Name, Form Type, CIK, DateFiled, and File Name (including folder path).
Four types of indexes are available:
- company — sorted by company name
- form — sorted by form type
- master — sorted by CIK number
- XBRL — list of submissions containing XBRL financial files, sorted by CIKnumber; these include Voluntary Filer Program submissions
URLs are like:
Download Xbrl Data From Sec 1
That is, they have the following general form:
So for XBRL in the 3rd quarter of 2010 we'd do:
CIK lists and lookup
There's a full list of all companies along with their CIK code here: http://www.sec.gov/edgar/NYU/cik.coleft.c
If you want to look up a CIK or company by its ticker you can do the following query against the normal search system:
Then parse the atom to grab the CIK. (If you prefer HTML output just omit output=atom).
There is also a full-text company name to CIK lookup here:
(Note this does a POST to a 'text' API at http://www.sec.gov/cgi-bin/cik.pl.c)
Parsing XBRL Data
See
scripts
and README file there.
Xbrl Tool Download
References
- CorpWatch have an excellent API and DB dump covering a lot of EDGAR info - see the CorpWatch DataHub Entry
The SEC’s website is a treasure trove for fundamental analysis. You’ll find all the financial forms you need. All the fundamental data are stored in the SEC’s Electronic Data Gathering, Analysis and Retrieval, or EDGAR, database. You can use EDGAR to look up any public company’s filings and even download the financial statements to your computer so you can do further analysis.
Now that you know how powerful EDGAR is, it’s time to dive in and discover how to get what you need from it. In the example below, you get the 10-Q, 10-K, and proxy statement for General Electric. Just follow these steps:
- Log into the SEC’s website.
- Click the Company Filings link on the upper right-hand corner of the page.
- Enter the name of the company in the Company name blank.
It’s the first blank in the top page as shown. Type in general electric for this example. If you know the company’s symbol, GE in our example, you can enter that in the Fast Search blank. - Click the Search button.
- Choose the company name.
Because General Electric has separate business units, you’ll see companies like General Electric Capital Assurance Co. But you want the main company, so click on the red numbers to the left of where it says General Electric Co. - Click on the form you want.
If you want GE’s 10-Q, scroll down until you see the form 10-Q listed and click on the Documents button. If you want the 10-K, choose 10-K, and the proxy is marked as 14-A. You’ll be taken to a page outlining everything contained in that filing. - Click on the red code under the document column in the first line.
This line should have the form under the Type head, which in this case is the 10-Q. When you’re downloading the 10-K, the line should read 10-K.
Xbrl Us
When you’re scrolling down through the list of forms, you might notice that some have a blue button that says Interactive Data. These forms are presented in a special format that computers can read, called eXtensive Business Reporting Language or XBRL. Financial statements available in XBRL can be easily processed and downloaded. If you click on the Voluntary Interactive Data button, you’ll be moved to an area of the SEC’s website that lets you view financial reports using XBRL. You can easily skip between the income statement and balance sheet without scrolling, for instance. XBRL also lets you easily download the financial statements to a spreadsheet. Because it’s not required to file using XBRL, only a few companies do. But that’s changing.
Download Xbrl Data From Second
Most of the major web portals, such as Yahoo! and MSN provide summaries of companies’ primary financial statements. Most companies, too, put their financial data on their websites. But as a fundamental analyst, it’s important to know how to get the data direct from the source: The SEC’s EDGAR database.