Introduction

edgarWebR provides an interface to access the SEC’s EDGAR system for company financial filings.

EdgarWebR does not provide any functionality to extract financial data or other information from filings, only the metadata and company information. For processing of the financia data.

EDGAR Tools

The EDGAR System provides a number of tools for filing and entity lookup and examination. edgarWebR will eventually support all of the provided tools, but for now it is focused on covering company and fund search and resultant filings.

Search Interfaces:

Tool URL edgarWebR function(s)
Company https://www.sec.gov/edgar/searchedgar/companysearch.html company_information(), company_details(), company_filings()
Recent Filings https://www.sec.gov/cgi-bin/browse-edgar?action=getcurrent N/A
Full Text http://searchwww.sec.gov/EDGARFSClient/jsp/EDGAR_MainAccess.jsp N/A
Adv. Search https://www.sec.gov/cgi-bin/srch-edgar N/A
Fund Disclosures https://www.sec.gov/edgar/searchedgar/prospectus.htm N/A
Fund Voting Records https://www.sec.gov/edgar/searchedgar/n-px.htm N/A
Fund Search https://www.sec.gov/edgar/searchedgar/mutualsearch.html fund_search()
Var. Insurance Products https://www.sec.gov/edgar/searchedgar/vinsurancesearch.html N/A
Confidential treatment orders https://www.sec.gov/edgar/searchedgar/ctorders.htm N/A
Effectiveness notices https://www.sec.gov/cgi-bin/browse-edgar?action=geteffect N/A
CIK https://www.sec.gov/edgar/searchedgar/cik.htm N/A
Daily Filings https://www.sec.gov/edgar/searchedgar/currentevents.htm N/A
Correspondence https://www.sec.gov/answers/edgarletters.htm N/A

Once a filing is found via any of the above, there are a number of functions to process the result -

Parsing Tools

While edgarWebR is primarily focused on providing an interface to the online SEC tools, there are a few activities for handling filing documents for which no current tools exist.

  • parse_submission() - takes a full submission SGML document and parses out compontent documents. Most of the time, the documents of interest in a particular submission will be online and accessible via filing_documents() - this function is to unpack the raw submission to get all the doucments. You may also find it more efficient if you’re regularly downloading all of the files in a given submission.
  • parse_filing() - Takes a HTML narrative filing and annotates each paragraph with item and part numbers.

Installation

edgarWebR is available from CRAN, so can be simply installed via

install.packages("edgarWebR")

To install the development version,

# Install the development version from GitHub:
# install.packages("devtools")
devtools::install_github("mwaldstein/edgarWebR")

Example

company_filings("AAPL", type = "10-K", count = 10)
#>        accession_number act file_number filing_date accepted_date
#> 1  0001628280-16-020309  34   001-36743  2016-10-26    2016-10-26
#> 2  0001193125-15-356351  34   001-36743  2015-10-28    2015-10-28
#> 3  0001193125-14-383437  34   000-10030  2014-10-27    2014-10-27
#> 4  0001193125-13-416534  34   000-10030  2013-10-30    2013-10-29
#> 5  0001193125-12-444068  34   000-10030  2012-10-31    2012-10-31
#> 6  0001193125-11-282113  34   000-10030  2011-10-26    2011-10-26
#> 7  0001193125-10-238044  34   000-10030  2010-10-27    2010-10-27
#> 8  0001193125-10-012091  34   000-10030  2010-01-25    2010-01-25
#> 9  0001193125-09-214859  34   000-10030  2009-10-27    2009-10-27
#> 10 0001193125-08-224958  34   000-10030  2008-11-05    2008-11-05
#>                                                                                                href
#> 1  https://www.sec.gov/Archives/edgar/data/320193/000162828016020309/0001628280-16-020309-index.htm
#> 2  https://www.sec.gov/Archives/edgar/data/320193/000119312515356351/0001193125-15-356351-index.htm
#> 3  https://www.sec.gov/Archives/edgar/data/320193/000119312514383437/0001193125-14-383437-index.htm
#> 4  https://www.sec.gov/Archives/edgar/data/320193/000119312513416534/0001193125-13-416534-index.htm
#> 5  https://www.sec.gov/Archives/edgar/data/320193/000119312512444068/0001193125-12-444068-index.htm
#> 6  https://www.sec.gov/Archives/edgar/data/320193/000119312511282113/0001193125-11-282113-index.htm
#> 7  https://www.sec.gov/Archives/edgar/data/320193/000119312510238044/0001193125-10-238044-index.htm
#> 8  https://www.sec.gov/Archives/edgar/data/320193/000119312510012091/0001193125-10-012091-index.htm
#> 9  https://www.sec.gov/Archives/edgar/data/320193/000119312509214859/0001193125-09-214859-index.htm
#> 10 https://www.sec.gov/Archives/edgar/data/320193/000119312508224958/0001193125-08-224958-index.htm
#>      type film_number
#> 1    10-K   161953070
#> 2    10-K   151180619
#> 3    10-K   141175110
#> 4    10-K   131177575
#> 5    10-K   121171452
#> 6    10-K   111159350
#> 7    10-K   101145250
#> 8  10-K/A    10545024
#> 9    10-K   091139493
#> 10   10-K   081162315
#>                                                 form_name description
#> 1  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 2  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 3  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 4  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 5  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 6  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 7  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 8  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 9  Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#> 10 Annual report [Section 13 and 15(d), not S-K Item 405]        <NA>
#>     size
#> 1  13 MB
#> 2   9 MB
#> 3  12 MB
#> 4  11 MB
#> 5   9 MB
#> 6   9 MB
#> 7  13 MB
#> 8   5 MB
#> 9   3 MB
#> 10  1 MB

Code of Conduct

Please note that this project is released with a Contributor Code of Conduct. By participating in this project you agree to abide by its terms. Report violations to (micah@waldste.in).