Files

9.6 KiB

title, task, lineage_type, upstream_source, upstream_sha, imported_at, prompt_class, upstream_changes, author, validated
title task lineage_type upstream_source upstream_sha imported_at prompt_class upstream_changes author validated
SEC EDGAR API Reference import https://github.com/K-Dense-AI/scientific-agent-skills/blob/9c9bd2e9/skills/database-lookup/references/sec-edgar.md 9c9bd2e9 2026-06-26 prompt accepted upstream false

SEC EDGAR API Reference

Overview

SEC's Electronic Data Gathering, Analysis, and Retrieval system. Provides free access to corporate filings, company data, and XBRL financial data. No API key required, but a User-Agent header identifying you is mandatory.

Base URLs

  • EFTS (Full-Text Search): https://efts.sec.gov/LATEST
  • Company/Filings Data: https://data.sec.gov
  • EDGAR Website/Archives: https://www.sec.gov
  • XBRL API: https://data.sec.gov/api/xbrl

Authentication

  • API Key: Not required.
  • User-Agent Header: REQUIRED on every request. Must contain company/person name and email.
    User-Agent: MyCompany [email protected]
    
    Requests without a proper User-Agent are blocked (403).

Rate Limits

  • 10 requests per second per source IP.
  • Exceeding this results in temporary IP-based throttling (HTTP 429).
  • SEC asks users to make requests outside market hours (9:00 PM - 6:00 AM ET) when possible for bulk downloads.

Key Endpoints

1. Full-Text Search (EFTS)

GET https://efts.sec.gov/LATEST/search-index

Search across the full text of all EDGAR filings.

Parameters:

Parameter Type Required Description
q string Yes Search query text. Supports boolean operators (AND, OR, NOT), exact phrases in quotes.
dateRange string No custom to enable date filtering.
startdt string No Start date YYYY-MM-DD.
enddt string No End date YYYY-MM-DD.
forms string No Comma-separated form types, e.g. 10-K,10-Q,8-K.
from int No Pagination offset (default 0).
size int No Results per page (default 10, max varies).

Example:

https://efts.sec.gov/LATEST/search-index?q=%22artificial+intelligence%22&forms=10-K&startdt=2024-01-01&enddt=2024-12-31

Response:

{
  "hits": {
    "hits": [
      {
        "_id": "0001234567-24-000123:filing.htm",
        "_source": {
          "file_date": "2024-03-15",
          "display_date_filed": "2024-03-15",
          "entity_name": "EXAMPLE CORP",
          "file_num": "001-12345",
          "form_type": "10-K",
          "file_description": "Annual report",
          "period_of_report": "2023-12-31"
        }
      }
    ],
    "total": { "value": 150 }
  }
}

2. EDGAR Full-Text Search (Preferred newer endpoint)

GET https://efts.sec.gov/LATEST/search-index (also accessible as below)

GET https://efts.sec.gov/LATEST/search-index?q=...

Note: The EDGAR full-text search has also been exposed under a simpler URL:

GET https://efts.sec.gov/LATEST/search-index

The above is the canonical endpoint. Some documentation also references the EDGAR search UI which hits the same backend.


3. Company Tickers & CIK Lookup

GET https://www.sec.gov/cgi-bin/browse-edgar

Legacy EDGAR company search.

Parameters:

Parameter Type Required Description
company string No Company name search.
CIK string No CIK number or ticker symbol.
type string No Filing type filter (e.g., 10-K).
dateb string No Filed before date YYYY-MM-DD.
owner string No include, exclude, or only.
count int No Number of results (max 100).
action string Yes getcompany for company search.
output string No atom for XML/Atom feed.

Example:

https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=AAPL&type=10-K&dateb=&owner=include&count=10&output=atom

GET https://www.sec.gov/files/company_tickers.json

Returns a JSON mapping of all company tickers to CIK numbers.

Response:

{
  "0": {"cik_str": 320193, "ticker": "AAPL", "title": "Apple Inc."},
  "1": {"cik_str": 789019, "ticker": "MSFT", "title": "MICROSOFT CORP"},
  ...
}

GET https://www.sec.gov/files/company_tickers_exchange.json

Includes exchange information for each ticker.


4. Company Filings & Submissions

GET https://data.sec.gov/submissions/CIK{cik_padded}.json

Returns company metadata and recent filings for a given CIK (zero-padded to 10 digits).

Example:

https://data.sec.gov/submissions/CIK0000320193.json

Response:

{
  "cik": "320193",
  "entityType": "operating",
  "sic": "3571",
  "sicDescription": "Electronic Computers",
  "name": "Apple Inc.",
  "tickers": ["AAPL"],
  "exchanges": ["Nasdaq"],
  "filings": {
    "recent": {
      "accessionNumber": ["0000320193-24-000123", ...],
      "filingDate": ["2024-11-01", ...],
      "reportDate": ["2024-09-28", ...],
      "form": ["10-K", ...],
      "primaryDocument": ["aapl-20240928.htm", ...],
      "primaryDocDescription": ["10-K", ...]
    },
    "files": [
      {"name": "CIK0000320193-submissions-001.json", "filingCount": 1000}
    ]
  }
}

The filings.recent object contains the most recent ~1000 filings. Older filings are in separate paginated files referenced by filings.files.


5. Company Concept (XBRL Data)

GET https://data.sec.gov/api/xbrl/companyconcept/CIK{cik}/{taxonomy}/{tag}.json

Returns all values reported by a company for a specific XBRL tag across all filings.

Path Parameters:

Parameter Description
cik Zero-padded CIK (10 digits).
taxonomy XBRL taxonomy: us-gaap, ifrs-full, dei, srt.
tag XBRL concept tag, e.g., Revenue, Assets, AccountsPayableCurrent.

Example:

https://data.sec.gov/api/xbrl/companyconcept/CIK0000320193/us-gaap/Revenue.json

Response:

{
  "cik": 320193,
  "taxonomy": "us-gaap",
  "tag": "Revenue",
  "label": "Revenue",
  "description": "Amount of revenue recognized...",
  "entityName": "Apple Inc.",
  "units": {
    "USD": [
      {
        "start": "2023-10-01",
        "end": "2024-09-28",
        "val": 391035000000,
        "accn": "0000320193-24-000123",
        "fy": 2024,
        "fp": "FY",
        "form": "10-K",
        "filed": "2024-11-01"
      }
    ]
  }
}

6. Company Facts (All XBRL for one company)

GET https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json

Returns ALL XBRL concepts reported by a company across all filings.

Example:

https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json

Response: Same structure as companyconcept but with all tags nested under facts.us-gaap, facts.dei, etc.

{
  "cik": 320193,
  "entityName": "Apple Inc.",
  "facts": {
    "dei": {
      "EntityCommonStockSharesOutstanding": { "units": { "shares": [...] } }
    },
    "us-gaap": {
      "Revenue": { "units": { "USD": [...] } },
      "Assets": { "units": { "USD": [...] } }
    }
  }
}

7. Frames (Cross-Company XBRL for a period)

GET https://data.sec.gov/api/xbrl/frames/{taxonomy}/{tag}/{unit}/{period}.json

Returns a specific XBRL concept value for ALL companies for a given reporting period.

Path Parameters:

Parameter Description
taxonomy us-gaap, ifrs-full, dei, srt.
tag XBRL tag, e.g., Assets.
unit USD, shares, pure, etc.
period Instant: CY2023Q4I; Duration: CY2023, CY2023Q1.

Period format:

  • CY2023 = calendar year 2023 (full year duration)
  • CY2023Q1 = Q1 2023 duration
  • CY2023Q4I = instant at end of Q4 2023 (balance sheet items)

Example:

https://data.sec.gov/api/xbrl/frames/us-gaap/Assets/USD/CY2023Q4I.json

Response:

{
  "taxonomy": "us-gaap",
  "tag": "Assets",
  "ccp": "CY2023Q4I",
  "uom": "USD",
  "label": "Assets",
  "description": "Sum of the carrying amounts...",
  "pts": 8500,
  "data": [
    {"accn": "0000320193-24-000123", "cik": 320193, "entityName": "Apple Inc.", "loc": "US-CA", "end": "2023-12-30", "val": 352583000000}
  ]
}

8. Filing Archives (Direct Document Access)

GET https://www.sec.gov/Archives/edgar/data/{cik}/{accession_number_no_dashes}/{filename}

Direct access to any filing document.

Example:

https://www.sec.gov/Archives/edgar/data/320193/000032019324000123/aapl-20240928.htm

The accession number format in the URL is stripped of dashes: 0000320193-24-000123 becomes 000032019324000123.


Common XBRL Tags Reference

Tag Description
Revenue / Revenues Total revenue
NetIncomeLoss Net income
Assets Total assets
Liabilities Total liabilities
StockholdersEquity Total equity
EarningsPerShareBasic Basic EPS
EarningsPerShareDiluted Diluted EPS
OperatingIncomeLoss Operating income
CashAndCashEquivalentsAtCarryingValue Cash and equivalents
LongTermDebt Long-term debt
CommonStockSharesOutstanding Shares outstanding

Notes

  • CIK numbers must be zero-padded to 10 digits in data.sec.gov URLs.
  • The EFTS full-text search indexes the text content of filings, not XBRL data.
  • For bulk downloads, SEC provides index files at https://www.sec.gov/Archives/edgar/full-index/.
  • All responses are JSON unless otherwise noted. Filing documents can be HTML, XML, or plain text.