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Step Guide: SEC Filing

Research

Pull audited SEC financial data for any public company

Overview

The SEC Filing step fetches standardized financial data from SEC XBRL filings for a publicly traded company. It returns structured arrays sourced directly from regulatory filings, including revenue, net income, assets, liabilities, equity, and cash flow data across multiple fiscal years.

When to Use

  • Pull audited financial statements for compliance or due diligence workflows
  • Compare SEC-reported data against market data from the Financial Data step
  • Build historical trend analysis using multi-year filing data
  • Generate research reports from official regulatory filings

How It Works

Provide a stock ticker symbol as input. The step returns the company name, SEC identifier, fiscal years covered, and historical lists for revenue, net income, profit, assets, liabilities, equity, debt, cash flow, capital expenditure, and earnings per share.

Tips
  • SEC data comes directly from regulatory filings. Use it for audited/official figures
  • Combine with Financial Data step for both market and regulatory views of a company
  • Use Evaluate steps to compute year-over-year growth or ratios from the data arrays

Frequently Asked Questions

What's the difference between SEC Filing and Financial Data?
SEC Filing returns audited regulatory data directly from SEC XBRL filings. Financial Data returns market-derived metrics like current price and market cap. Use SEC for official figures, Financial Data for live market info.
Does SEC Filing cover international companies?
Only companies that file with the SEC (primarily US-listed companies and foreign issuers that file 20-F or 6-K forms).
How many years of historical data are returned?
Multi-year arrays covering all fiscal years available in SEC filings for that company, typically 5-10+ years depending on filing history.