The goal of this library is to provide a framework for collecting and organizing fillings from the SEC website.
The scope will initially be confined to stock ownership and insider transactions.
Based on: https://www.sec.gov/edgar/sec-api-documentation
Each entity’s current filing history is available at the following URL:
https://data.sec.gov/submissions/CIK##########.json Where the ########## is the entity’s 10-digit Central Index Key (CIK), including leading zeros.
Example for Microsoft: https://data.sec.gov/submissions/CIK0000789019.json
From the Submissions file above: https://data.sec.gov/submissions/CIK{CIK}.json
We can get each document by using the following End Point:
https://www.sec.gov/Archives/edgar/data/{CIK}/{AccessionNumber}/{PrimaryDocument}
Example from Microsoft: https://www.sec.gov/Archives/edgar/data/789019/000162643116000118/xslF345X03/edgar.xml
Note: Remove '-' from the Accession Number.
https://www.sec.gov/dera/data/form-13f
13G form is used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management.
SEC Form 4: Statement of Changes in Beneficial Ownership? SEC Form 4: Statement of Changes in Beneficial Ownership is a document that must be filed with the Securities and Exchange Commission (SEC) whenever there is a material change in the holdings of company insiders.
SEC Form 3: Is a document that a company insider or major shareholder must file with the SEC. The information provided on the form is meant to disclose the holdings of directors, officers, and beneficial owners of registered companies and becomes public record.
SEC Form 5: Annual Statement of Changes in Beneficial Ownership of Securities is a document that company insiders must file with the Securities and Exchange Commission (SEC) if they have conducted transactions in the company's securities during the year.
Accession Number: Unique for each filling