For a given company, either by ticker, CIK, or pre-fetched page, we extract 2 sets of information:

Company Information

Filing date, accepted date, etc.

Filings

Companies included in the filing

company_details(x, ownership = FALSE, type = "", before = "",
  count = 40, page = 1)

Arguments

x

either a stock ticker, CIK number, or XML document for a company page

ownership

boolean for inclusion of company change filings

type

Type of filing to fetch. NOTE: due to the way the SEC EDGAR system works, it is actually is a 'starts-with' search, so for instance specifying 'type = "10-K" will return "10-K/A" and "10-K405" filings as well. To ensure you only get the type you want, best practice would be to filter the results.

before

yyyymmdd format of latest filing to fetch

count

Number of filings to fetch per page. Valid options are 10, 20, 40, 80, or 100. Other values will result in the closest count.

page

Which page of results to return.

Value

A list with the following components

information

data.frame as returned by company_information

filings

data.frame as returned by company_filings

Examples

company_details("AAPL", before = "20170810")
#> $information #> name cik fiscal_year_end #> 1 APPLE INC 0000320193 0930 #> company_href #> 1 https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193&owner=exclude&count=40 #> sic sic_description state_location state_incorporation mailing_city #> 1 3571 ELECTRONIC COMPUTERS CA CA CUPERTINO #> mailing_state mailing_zip mailing_street mailing_street2 business_city #> 1 CA 95014 ONE APPLE PARK WAY <NA> CUPERTINO #> business_state business_zip business_street business_street2 #> 1 CA 95014 ONE APPLE PARK WAY <NA> #> business_phone #> 1 (408) 996-1010 #> #> $filings #> accession_number act file_number filing_date accepted_date #> 1 0000320193-17-000009 34 001-36743 2017-08-02 2017-08-02 #> 2 0000320193-17-000006 34 001-36743 2017-08-01 2017-08-01 #> 3 0001193125-17-208226 34 001-36743 2017-06-20 2017-06-20 #> 4 0001193125-17-203548 33 333-210983 2017-06-14 2017-06-14 #> 5 0001193125-17-202772 34 333-210983 2017-06-14 2017-06-13 #> 6 0001193125-17-201958 33 333-210983 2017-06-13 2017-06-13 #> 7 9999999997-17-006550 34 001-36743 2017-05-25 2017-05-25 #> 8 0001193125-17-181871 34 001-36743 2017-05-24 2017-05-24 #> 9 0001193125-17-181867 34 001-36743 2017-05-24 2017-05-24 #> 10 0001193125-17-175330 33 333-210983 2017-05-18 2017-05-18 #> 11 0001193125-17-173678 34 333-210983 2017-05-17 2017-05-17 #> 12 0001193125-17-172693 33 333-210983 2017-05-17 2017-05-17 #> 13 0001193125-17-167400 34 001-36743 2017-05-11 2017-05-11 #> 14 0001193125-17-160948 33 333-210983 2017-05-05 2017-05-05 #> 15 0001193125-17-159397 34 001-36743 2017-05-05 2017-05-05 #> 16 0001193125-17-159324 34 333-210983 2017-05-05 2017-05-04 #> 17 0001193125-17-157385 33 333-210983 2017-05-04 2017-05-04 #> 18 0001628280-17-004790 34 001-36743 2017-05-03 2017-05-03 #> 19 0001628280-17-004663 34 001-36743 2017-05-02 2017-05-02 #> 20 0001193125-17-069853 34 001-36743 2017-03-03 2017-03-03 #> 21 0001193125-17-064019 34 001-36743 2017-03-01 2017-03-01 #> 22 0001193125-17-044564 33 333-210983 2017-02-15 2017-02-15 #> 23 0001193125-17-042083 34 333-210983 2017-02-14 2017-02-14 #> 24 0001193125-17-041233 33 333-210983 2017-02-14 2017-02-13 #> 25 0001193125-17-036283 34 001-36743 2017-02-09 2017-02-09 #> 26 0000932471-17-000777 34 005-33632 2017-02-09 2017-02-09 #> 27 0001193125-17-030832 33 333-210983 2017-02-03 2017-02-03 #> 28 0001193125-17-029548 34 333-210983 2017-02-03 2017-02-02 #> 29 0001193125-17-028315 33 333-210983 2017-02-02 2017-02-02 #> 30 0001628280-17-000717 34 001-36743 2017-02-01 2017-02-01 #> 31 0001628280-17-000663 34 001-36743 2017-01-31 2017-01-31 #> 32 0001214659-17-000547 34 001-36743 2017-01-31 2017-01-31 #> 33 0000215457-17-001275 34 005-33632 2017-01-19 2017-01-19 #> 34 0001193125-17-003764 34 001-36743 2017-01-06 2017-01-06 #> 35 0001193125-17-003753 34 001-36743 2017-01-06 2017-01-06 #> 36 0001628280-16-022047 34 001-36743 2016-12-15 2016-12-15 #> 37 9999999997-17-000002 34 001-36743 2016-12-05 2017-01-03 #> 38 9999999997-17-000809 34 001-36743 2016-10-27 2017-02-16 #> 39 9999999997-16-026607 34 001-36743 2016-10-26 2016-11-01 #> 40 0001628280-16-020309 34 001-36743 2016-10-26 2016-10-26 #> href #> 1 https://www.sec.gov/Archives/edgar/data/320193/000032019317000009/0000320193-17-000009-index.htm #> 2 https://www.sec.gov/Archives/edgar/data/320193/000032019317000006/0000320193-17-000006-index.htm #> 3 https://www.sec.gov/Archives/edgar/data/320193/000119312517208226/0001193125-17-208226-index.htm #> 4 https://www.sec.gov/Archives/edgar/data/320193/000119312517203548/0001193125-17-203548-index.htm #> 5 https://www.sec.gov/Archives/edgar/data/320193/000119312517202772/0001193125-17-202772-index.htm #> 6 https://www.sec.gov/Archives/edgar/data/320193/000119312517201958/0001193125-17-201958-index.htm #> 7 https://www.sec.gov/Archives/edgar/data/320193/999999999717006550/9999999997-17-006550-index.htm #> 8 https://www.sec.gov/Archives/edgar/data/320193/000119312517181871/0001193125-17-181871-index.htm #> 9 https://www.sec.gov/Archives/edgar/data/320193/000119312517181867/0001193125-17-181867-index.htm #> 10 https://www.sec.gov/Archives/edgar/data/320193/000119312517175330/0001193125-17-175330-index.htm #> 11 https://www.sec.gov/Archives/edgar/data/320193/000119312517173678/0001193125-17-173678-index.htm #> 12 https://www.sec.gov/Archives/edgar/data/320193/000119312517172693/0001193125-17-172693-index.htm #> 13 https://www.sec.gov/Archives/edgar/data/320193/000119312517167400/0001193125-17-167400-index.htm #> 14 https://www.sec.gov/Archives/edgar/data/320193/000119312517160948/0001193125-17-160948-index.htm #> 15 https://www.sec.gov/Archives/edgar/data/320193/000119312517159397/0001193125-17-159397-index.htm #> 16 https://www.sec.gov/Archives/edgar/data/320193/000119312517159324/0001193125-17-159324-index.htm #> 17 https://www.sec.gov/Archives/edgar/data/320193/000119312517157385/0001193125-17-157385-index.htm #> 18 https://www.sec.gov/Archives/edgar/data/320193/000162828017004790/0001628280-17-004790-index.htm #> 19 https://www.sec.gov/Archives/edgar/data/320193/000162828017004663/0001628280-17-004663-index.htm #> 20 https://www.sec.gov/Archives/edgar/data/320193/000119312517069853/0001193125-17-069853-index.htm #> 21 https://www.sec.gov/Archives/edgar/data/320193/000119312517064019/0001193125-17-064019-index.htm #> 22 https://www.sec.gov/Archives/edgar/data/320193/000119312517044564/0001193125-17-044564-index.htm #> 23 https://www.sec.gov/Archives/edgar/data/320193/000119312517042083/0001193125-17-042083-index.htm #> 24 https://www.sec.gov/Archives/edgar/data/320193/000119312517041233/0001193125-17-041233-index.htm #> 25 https://www.sec.gov/Archives/edgar/data/320193/000119312517036283/0001193125-17-036283-index.htm #> 26 https://www.sec.gov/Archives/edgar/data/320193/000093247117000777/0000932471-17-000777-index.htm #> 27 https://www.sec.gov/Archives/edgar/data/320193/000119312517030832/0001193125-17-030832-index.htm #> 28 https://www.sec.gov/Archives/edgar/data/320193/000119312517029548/0001193125-17-029548-index.htm #> 29 https://www.sec.gov/Archives/edgar/data/320193/000119312517028315/0001193125-17-028315-index.htm #> 30 https://www.sec.gov/Archives/edgar/data/320193/000162828017000717/0001628280-17-000717-index.htm #> 31 https://www.sec.gov/Archives/edgar/data/320193/000162828017000663/0001628280-17-000663-index.htm #> 32 https://www.sec.gov/Archives/edgar/data/320193/000121465917000547/0001214659-17-000547-index.htm #> 33 https://www.sec.gov/Archives/edgar/data/320193/000021545717001275/0000215457-17-001275-index.htm #> 34 https://www.sec.gov/Archives/edgar/data/320193/000119312517003764/0001193125-17-003764-index.htm #> 35 https://www.sec.gov/Archives/edgar/data/320193/000119312517003753/0001193125-17-003753-index.htm #> 36 https://www.sec.gov/Archives/edgar/data/320193/000162828016022047/0001628280-16-022047-index.htm #> 37 https://www.sec.gov/Archives/edgar/data/320193/999999999717000002/9999999997-17-000002-index.htm #> 38 https://www.sec.gov/Archives/edgar/data/320193/999999999717000809/9999999997-17-000809-index.htm #> 39 https://www.sec.gov/Archives/edgar/data/320193/999999999716026607/9999999997-16-026607-index.htm #> 40 https://www.sec.gov/Archives/edgar/data/320193/000162828016020309/0001628280-16-020309-index.htm #> type film_number #> 1 10-Q 171000359 #> 2 8-K 17997093 #> 3 8-K 17921171 #> 4 424B2 17911569 #> 5 FWP 17910189 #> 6 424B2 17907933 #> 7 CERTNYS 17010416 #> 8 8-A12B 17867595 #> 9 8-K 17867578 #> 10 424B2 17855370 #> 11 FWP 17852308 #> 12 424B2 17850239 #> 13 8-K 17835158 #> 14 424B2 17819168 #> 15 SD 17816013 #> 16 FWP 17815909 #> 17 424B2 17811979 #> 18 10-Q 17809653 #> 19 8-K 17805508 #> 20 8-K 17664239 #> 21 8-K 17651574 #> 22 424B2 17613002 #> 23 FWP 17602904 #> 24 424B2 17601961 #> 25 8-K 17588362 #> 26 SC 13G/A 17586504 #> 27 424B2 17572868 #> 28 FWP 17570099 #> 29 424B2 17566778 #> 30 10-Q 17565317 #> 31 8-K 17561519 #> 32 PX14A6G 17559872 #> 33 SC 13G/A 17536781 #> 34 DEFA14A 17512909 #> 35 DEF 14A 17512896 #> 36 8-K 162054250 #> 37 NO ACT 16005019 #> 38 NO ACT 20160005 #> 39 NO ACT 16005137 #> 40 10-K 161953070 #> form_name #> 1 Quarterly report [Sections 13 or 15(d)] #> 2 Current report #> 3 Current report #> 4 Prospectus [Rule 424(b)(2)] #> 5 Filing under Securities Act Rules 163/433 of free writing prospectuses #> 6 Prospectus [Rule 424(b)(2)] #> 7 Certification by the New York Stock Exchange approving securities for listing #> 8 Registration of securities [Section 12(b)] #> 9 Current report #> 10 Prospectus [Rule 424(b)(2)] #> 11 Filing under Securities Act Rules 163/433 of free writing prospectuses #> 12 Prospectus [Rule 424(b)(2)] #> 13 Current report #> 14 Prospectus [Rule 424(b)(2)] #> 15 <NA> #> 16 Filing under Securities Act Rules 163/433 of free writing prospectuses #> 17 Prospectus [Rule 424(b)(2)] #> 18 Quarterly report [Sections 13 or 15(d)] #> 19 Current report #> 20 Current report #> 21 Current report #> 22 Prospectus [Rule 424(b)(2)] #> 23 Filing under Securities Act Rules 163/433 of free writing prospectuses #> 24 Prospectus [Rule 424(b)(2)] #> 25 Current report #> 26 Statement of acquisition of beneficial ownership by individuals #> 27 Prospectus [Rule 424(b)(2)] #> 28 Filing under Securities Act Rules 163/433 of free writing prospectuses #> 29 Prospectus [Rule 424(b)(2)] #> 30 Quarterly report [Sections 13 or 15(d)] #> 31 Current report #> 32 Notice of exempt solicitation #> 33 Statement of acquisition of beneficial ownership by individuals #> 34 Additional definitive proxy soliciting materials and Rule 14(a)(12) material #> 35 Other definitive proxy statements #> 36 Current report #> 37 No Action Letter #> 38 No Action Letter #> 39 No Action Letter #> 40 Annual report [Section 13 and 15(d), not S-K Item 405] #> description size #> 1 <NA> 10 MB #> 2 items 2.02 and 9.01 406 KB #> 3 items 8.01 and 9.01 217 KB #> 4 <NA> 426 KB #> 5 <NA> 16 KB #> 6 <NA> 422 KB #> 7 <NA> 1 KB #> 8 <NA> 17 KB #> 9 items 8.01 and 9.01 309 KB #> 10 <NA> 469 KB #> 11 <NA> 30 KB #> 12 <NA> 462 KB #> 13 items 8.01 and 9.01 514 KB #> 14 <NA> 460 KB #> 15 <NA> 835 KB #> 16 <NA> 54 KB #> 17 <NA> 428 KB #> 18 <NA> 9 MB #> 19 items 2.02 and 9.01 430 KB #> 20 items 8.01 and 9.01 234 KB #> 21 item 5.07 49 KB #> 22 <NA> 476 KB #> 23 <NA> 13 KB #> 24 <NA> 476 KB #> 25 items 8.01 and 9.01 675 KB #> 26 <NA> 37 KB #> 27 <NA> 544 KB #> 28 <NA> 96 KB #> 29 <NA> 498 KB #> 30 <NA> 8 MB #> 31 items 2.02 and 9.01 390 KB #> 32 <NA> 28 KB #> 33 <NA> 13 KB #> 34 <NA> 674 KB #> 35 <NA> 5 MB #> 36 items 5.03 and 9.01 248 KB #> 37 <NA> 1 KB #> 38 <NA> 1 KB #> 39 <NA> 1 KB #> 40 <NA> 13 MB #>