Edgartools

• You need income statements, balance sheets, or cash flow data from 10-K or 10-Q filings for one or more companies.
• You want to track insider transactions (Form 4) or institutional portfolio holdings (13F) for a specific ticker.
• You are building a multi-period financial model and need XBRL-tagged data stitched across quarters or years.
• You need to review proxy statement disclosures (DEF 14A) such as executive compensation or shareholder proposals.

• You need real-time market prices or intraday trading data — EDGAR filings are periodic disclosures, not live market feeds.
• You are working with private companies that do not file with the SEC.
• You need non-US regulatory filings (e.g., UK Companies House, EU ESMA).

Extracts income statements, balance sheets, and cash flow statements directly from 10-K and 10-Q filings as typed Python objects. Supports both annual and quarterly views with multi-period stitching.

Each supported SEC form maps to a dedicated structured object — TenK, TenQ, EightK, Form4, ThirteenF, ProxyStatement, and more — with typed properties instead of raw text.

Parses XBRL-tagged data from filings, enabling precise fact queries and standardized multi-period financial analysis across reporting periods.

Parses Form 4 insider transactions (reporting owner, transaction details) and 13F-HR institutional holdings (portfolio table, total value) into structured data.

Find any SEC registrant by ticker symbol, CIK number, or free-text name search. Batch and screening workflows are supported via the Companies API.

Any filing can be exported as plain text, HTML, or Markdown via .text(), .html(), or .markdown(), making it straightforward to feed filing content into LLM prompts.

Pull annual or quarterly financials for a public company and compare revenue, margins, or debt levels across multiple periods using structured statement objects.

Retrieve the latest Form 4 filings for a ticker to see which executives or directors bought or sold shares, including transaction dates and amounts.

Access 13F-HR filings to see what positions major institutional investors hold, their total portfolio value, and changes quarter over quarter.

Extract executive compensation tables and shareholder proposals from DEF 14A filings for governance research or ESG analysis.