A set of methods to access and parse live filing information from the U.S. Securities and Exchange Commission (SEC - < https://sec.gov>) including company and fund filings along with all associated metadata.
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.
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.
|Fund Voting Records||https://www.sec.gov/edgar/searchedgar/n-px.htm||N/A|
|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|
Once a filing is found via any of the above, there are a number of functions to process the result -
filing_details()- returns all 4 of the filing components in a list.
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.
edgarWebR is available from CRAN, so can be simply installed via
To install the development version,
# Install the development version from GitHub:# install.packages("devtools")devtools::install_github("mwaldstein/edgarWebR")
company_filings("AAPL", type = "10-K", count = 10)#> accession_number act file_number filing_date accepted_date#> 1 0000320193-17-000070 34 001-36743 2017-11-03 2017-11-03#> 2 0001628280-16-020309 34 001-36743 2016-10-26 2016-10-26#> href#> 1#> 2#> type film_number#> 1 10-K 171174673#> 2 10-K 161953070#> 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>#> size#> 1 14 MB#> 2 13 MB#> [ reached getOption("max.print") -- omitted 8 rows ]