sec-edgar-downloader 5.1.0
Download SEC filings from the EDGAR database using Python
Requires Python: >=3.10
Keywords: sec, edgar, filing, financial, finance, stocks, mutual-funds, sec.gov

sec-edgar-downloader
====================

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    :alt: PyPI Version
    :target: https://python.org/pypi/sec-edgar-downloader

.. image:: https://img.shields.io/pypi/pyversions/sec-edgar-downloader.svg
    :alt: Supported Python Versions
    :target: https://python.org/pypi/sec-edgar-downloader

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    :alt: License
    :target: https://python.org/pypi/sec-edgar-downloader

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    :alt: Code Style: Black
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**sec-edgar-downloader** is a Python package for downloading `company filings <https://en.wikipedia.org/wiki/SEC_filing>`_ from the `SEC EDGAR database <https://www.sec.gov/edgar/searchedgar/companysearch.html>`_.
Searches can be conducted either by `stock ticker <https://en.wikipedia.org/wiki/Ticker_symbol>`_ or `Central Index Key (CIK) <https://en.wikipedia.org/wiki/Central_Index_Key>`_.
You can use the `SEC CIK lookup tool <https://www.sec.gov/edgar/searchedgar/cik.htm>`_ if you cannot find an appropriate ticker.

Quick Start
-----------

Installation
^^^^^^^^^^^^

Install and update this package using `pip <https://pip.pypa.io/en/stable/quickstart/>`_:

.. code-block:: console

    $ pip install -U sec-edgar-downloader

Basic Usage
^^^^^^^^^^^

.. code-block:: python

    from sec_edgar_downloader import Downloader

    # Initialize a downloader instance. Download filings to the current
    # working directory. Must declare company name and email address
    # to form a user-agent string that complies with the SEC Edgar's
    # programmatic downloading fair access policy.
    # More info: https://www.sec.gov/os/webmaster-faq#code-support
    # Company name and email are used to form a user-agent of the form:
    # User-Agent: <Company Name> <Email Address>
    dl = Downloader("MyCompanyName", "my.email@domain.com")

    # Get all 8-K filings for Apple (ticker: AAPL)
    dl.get("8-K", "AAPL")

    # Get all 8-K filings for Apple, including filing amends (8-K/A)
    dl.get("8-K", "AAPL", include_amends=True)

    # Get all 8-K filings for Apple after January 1, 2017 and before March 25, 2017
    # Note: after and before strings must be in the form "YYYY-MM-DD"
    dl.get("8-K", "AAPL", after="2017-01-01", before="2017-03-25")

    # Get the five most recent 8-K filings for Apple
    dl.get("8-K", "AAPL", limit=5)

    # Get all 10-K filings for Microsoft
    dl.get("10-K", "MSFT")

    # Get the latest 10-K filing for Microsoft
    dl.get("10-K", "MSFT", limit=1)

    # Get all 10-Q filings for Visa
    dl.get("10-Q", "V")

    # Get all 13F-NT filings for the Vanguard Group
    dl.get("13F-NT", "0000102909")

    # Get all 13F-HR filings for the Vanguard Group
    dl.get("13F-HR", "0000102909")

    # Get all SC 13G filings for Apple
    dl.get("SC 13G", "AAPL")

    # Get all SD filings for Apple
    dl.get("SD", "AAPL")

Advanced Usage
^^^^^^^^^^^^^^

.. code-block:: python

    from sec_edgar_downloader import Downloader

    # Download filings to the current working directory
    dl = Downloader("MyCompanyName", "my.email@domain.com", "/path/to/save/location")

    # Get all 10-K filings for Microsoft without the filing details
    dl.get("10-K", "MSFT", download_details=False)

    # Get the latest supported filings, if available, for Apple
    for filing_type in dl.supported_filings:
        dl.get(filing_type, "AAPL", limit=1)

    # Get the latest supported filings, if available, for a
    # specified list of tickers and CIKs
    equity_ids = ["AAPL", "MSFT", "0000102909", "V", "FB"]
    for equity_id in equity_ids:
        for filing_type in dl.supported_filings:
            dl.get(filing_type, equity_id, limit=1)

Supported SEC Filing Types
--------------------------

This package supports downloading all SEC filing types (6-K, 8-K, 10-K, DEF 14A, S-1, and many others).
You can learn more about the different SEC filing types `here <https://www.investopedia.com/articles/fundamental-analysis/08/sec-forms.asp>`_).
Below is an exhaustive list of all filings types that can be downloaded by this package:

- 1
- 1-A
- 1-A POS
- 1-A-W
- 1-E
- 1-E AD
- 1-K
- 1-SA
- 1-U
- 1-Z
- 1-Z-W
- 10-12B
- 10-12G
- 10-D
- 10-K
- 10-KT
- 10-Q
- 10-QT
- 11-K
- 11-KT
- 13F-HR
- 13F-NT
- 13FCONP
- 144
- 15-12B
- 15-12G
- 15-15D
- 15F-12B
- 15F-12G
- 15F-15D
- 18-12B
- 18-K
- 19B-4E
- 2-A
- 2-AF
- 2-E
- 20-F
- 20FR12B
- 20FR12G
- 24F-2NT
- 25
- 25-NSE
- 253G1
- 253G2
- 253G3
- 253G4
- 3
- 305B2
- 34-12H
- 4
- 40-17F1
- 40-17F2
- 40-17G
- 40-17GCS
- 40-202A
- 40-203A
- 40-206A
- 40-24B2
- 40-33
- 40-6B
- 40-8B25
- 40-8F-2
- 40-APP
- 40-F
- 40-OIP
- 40FR12B
- 40FR12G
- 424A
- 424B1
- 424B2
- 424B3
- 424B4
- 424B5
- 424B7
- 424B8
- 424H
- 425
- 485APOS
- 485BPOS
- 485BXT
- 486APOS
- 486BPOS
- 486BXT
- 487
- 497
- 497AD
- 497H2
- 497J
- 497K
- 5
- 6-K
- 6B NTC
- 6B ORDR
- 8-A12B
- 8-A12G
- 8-K
- 8-K12B
- 8-K12G3
- 8-K15D5
- 8-M
- 8F-2 NTC
- 8F-2 ORDR
- 9-M
- ABS-15G
- ABS-EE
- ADN-MTL
- ADV-E
- ADV-H-C
- ADV-H-T
- ADV-NR
- ANNLRPT
- APP NTC
- APP ORDR
- APP WD
- APP WDG
- ARS
- ATS-N
- ATS-N-C
- ATS-N/UA
- AW
- AW WD
- C
- C-AR
- C-AR-W
- C-TR
- C-TR-W
- C-U
- C-U-W
- C-W
- CB
- CERT
- CERTARCA
- CERTBATS
- CERTCBO
- CERTNAS
- CERTNYS
- CERTPAC
- CFPORTAL
- CFPORTAL-W
- CORRESP
- CT ORDER
- D
- DEF 14A
- DEF 14C
- DEFA14A
- DEFA14C
- DEFC14A
- DEFC14C
- DEFM14A
- DEFM14C
- DEFN14A
- DEFR14A
- DEFR14C
- DEL AM
- DFAN14A
- DFRN14A
- DOS
- DOSLTR
- DRS
- DRSLTR
- DSTRBRPT
- EFFECT
- F-1
- F-10
- F-10EF
- F-10POS
- F-1MEF
- F-3
- F-3ASR
- F-3D
- F-3DPOS
- F-3MEF
- F-4
- F-4 POS
- F-4MEF
- F-6
- F-6 POS
- F-6EF
- F-7
- F-7 POS
- F-8
- F-8 POS
- F-80
- F-80POS
- F-9
- F-9 POS
- F-N
- F-X
- FOCUSN
- FWP
- G-405
- G-405N
- G-FIN
- G-FINW
- IRANNOTICE
- MA
- MA-A
- MA-I
- MA-W
- MSD
- MSDCO
- MSDW
- N-1
- N-14
- N-14 8C
- N-14MEF
- N-18F1
- N-1A
- N-2
- N-23C-2
- N-23C3A
- N-23C3B
- N-23C3C
- N-2MEF
- N-30B-2
- N-30D
- N-4
- N-5
- N-54A
- N-54C
- N-6
- N-6F
- N-8A
- N-8B-2
- N-8F
- N-8F NTC
- N-8F ORDR
- N-CEN
- N-CR
- N-CSR
- N-CSRS
- N-MFP
- N-MFP1
- N-MFP2
- N-MFP3
- N-PX
- N-Q
- NO ACT
- NPORT-EX
- NPORT-NP
- NPORT-P
- NRSRO-CE
- NRSRO-UPD
- NSAR-A
- NSAR-AT
- NSAR-B
- NSAR-BT
- NSAR-U
- NT 10-D
- NT 10-K
- NT 10-Q
- NT 11-K
- NT 20-F
- NT N-CEN
- NT N-MFP
- NT N-MFP1
- NT N-MFP2
- NT NPORT-EX
- NT NPORT-P
- NT-NCEN
- NT-NCSR
- NT-NSAR
- NTFNCEN
- NTFNCSR
- NTFNSAR
- NTN 10D
- NTN 10K
- NTN 10Q
- NTN 20F
- OIP NTC
- OIP ORDR
- POS 8C
- POS AM
- POS AMI
- POS EX
- POS462B
- POS462C
- POSASR
- PRE 14A
- PRE 14C
- PREC14A
- PREC14C
- PREM14A
- PREM14C
- PREN14A
- PRER14A
- PRER14C
- PRRN14A
- PX14A6G
- PX14A6N
- QRTLYRPT
- QUALIF
- REG-NR
- REVOKED
- RW
- RW WD
- S-1
- S-11
- S-11MEF
- S-1MEF
- S-20
- S-3
- S-3ASR
- S-3D
- S-3DPOS
- S-3MEF
- S-4
- S-4 POS
- S-4EF
- S-4MEF
- S-6
- S-8
- S-8 POS
- S-B
- S-BMEF
- SC 13D
- SC 13E1
- SC 13E3
- SC 13G
- SC 14D9
- SC 14F1
- SC 14N
- SC TO-C
- SC TO-I
- SC TO-T
- SC13E4F
- SC14D1F
- SC14D9C
- SC14D9F
- SD
- SDR
- SE
- SEC ACTION
- SEC STAFF ACTION
- SEC STAFF LETTER
- SF-1
- SF-3
- SL
- SP 15D2
- STOP ORDER
- SUPPL
- T-3
- TA-1
- TA-2
- TA-W
- TACO
- TH
- TTW
- UNDER
- UPLOAD
- WDL-REQ
- X-17A-5

Contributing
------------

If you encounter a bug or would like to see a new company filing or feature added to **sec-edgar-downloader**, please `file an issue <https://github.com/jadchaar/sec-edgar-downloader/issues>`_ or `submit a pull request <https://help.github.com/en/articles/creating-a-pull-request>`_.

Development
^^^^^^^^^^^

In order to validate local code changes before creating a pull request, you can run the following commands:

.. code-block:: bash

    # Run unit test suite on all locally-installed Python versions
    $ tox

    # Run unit test suite on a single Python version (e.g. Python 3.11)
    $ tox -e py311

    # Run end-to-end integration tests
    $ tox -e integration

    # Lint
    $ tox -e lint

    # Validate documentation
    $ tox -e docs

Release
^^^^^^^

In order to create a new release, complete the following steps:

1. Outline changes made in the new release in ``CHANGELOG.md``.
2. Bump the version in ``_version.py`` and push change to master branch.
3. Ensure all unit and integration tests pass locally and in the GitHub Actions testing workflow.
4. Create and push tags for the latest version specified in ``_version.py`` by running ``make tag``.
5. Once the tag is pushed, a `GitHub Actions release workflow <https://github.com/jadchaar/sec-edgar-downloader/actions/workflows/release.yml>`_ will be kicked off that automatically creates the package artifacts and uploads them to PyPI.
6. Create a new version based off of the published tag on the `GitHub repository's release page <https://github.com/jadchaar/sec-edgar-downloader/releases>`_.

Documentation
-------------

For full documentation, please visit `sec-edgar-downloader.readthedocs.io <https://sec-edgar-downloader.readthedocs.io>`_.