tools-only edgartools — Data Objects Reference
Every SEC filing can be parsed into a structured Python object:
obj = filing.obj() # returns TenK, EightK, ThirteenF, Form4, etc.
Supported Forms
Annual & Quarterly Reports (10-K / 10-Q) → TenK / TenQ
tenk = filing.obj() # or tenq for 10-Q
# Financial statements
tenk.income_statement # formatted income statement
tenk.balance_sheet # balance sheet
tenk.financials # Financials object with all statements
# Document sections
tenk.risk_factors # full risk factors text
tenk.business # business description
tenk.mda # management discussion & analysis
# Usage via Financials
if tenk.financials:
income = tenk.financials.income_statement
balance = tenk.financials.balance_sheet
cashflow = tenk.financials.cash_flow_statement
Note: Always check tenk.financials before accessing — not all filings have XBRL data.
Current Events (8-K) → EightK
eightk = filing.obj()
eightk.items # list of reported event codes (e.g. ["2.02", "9.01"])
eightk.press_releases # attached press releases
print(f"Items: {eightk.items}")
Common 8-K item codes:
1.01— Entry into material agreement2.02— Results of operations (earnings)5.02— Director/officer changes8.01— Other events
Insider Trades (Form 4) → Form4 (Ownership)
form4 = filing.obj()
form4.reporting_owner # insider name
form4.transactions # buy/sell details with prices, shares, dates
# Get HTML table
html = form4.to_html()
Also covers:
- Form 3 — Initial ownership statement
- Form 5 — Annual changes in beneficial ownership
Beneficial Ownership (SC 13D / SC 13G) → Schedule13D / Schedule13G
schedule = filing.obj()
schedule.total_shares # aggregate beneficial ownership
schedule.items.item4_purpose_of_transaction # activist intent (13D only)
schedule.items.item5_interest_in_securities # ownership percentage
- SC 13D: Activist investors (5%+ with intent to influence)
- SC 13G: Passive holders (5%+)
Institutional Portfolios (13F-HR) → ThirteenF
thirteenf = filing.obj()
thirteenf.infotable # full holdings DataFrame
thirteenf.total_value # portfolio market value
# Analyze holdings
holdings_df = thirteenf.infotable
print(holdings_df.head())
print(f"Total AUM: ${thirteenf.total_value/1e9:.1f}B")
Proxy & Governance (DEF 14A) → ProxyStatement
proxy = filing.obj()
proxy.executive_compensation # pay tables (5-year DataFrame)
proxy.proposals # shareholder vote items
proxy.peo_name # "Mr. Cook" (principal exec officer)
proxy.peo_total_comp # CEO total compensation
Private Offerings (Form D) → FormD
formd = filing.obj()
formd.offering # offering details and amounts
formd.recipients # related persons
Crowdfunding Offerings (Form C) → FormC
formc = filing.obj()
formc.offering_information # target amount, deadline, securities
formc.annual_report_disclosure # issuer financials (C-AR)
Insider Sale Notices (Form 144) → Form144
form144 = filing.obj()
form144.proposed_sale_amount # shares to be sold
form144.securities # security details
Fund Voting Records (N-PX) → FundReport
npx = filing.obj()
npx.votes # vote records by proposal
ABS Distribution Reports (Form 10-D) → TenD (CMBS only)
ten_d = filing.obj()
ten_d.loans # loan-level DataFrame
ten_d.properties # property-level DataFrame
ten_d.asset_data.summary() # pool statistics
Municipal Advisors (MA-I) → MunicipalAdvisorForm
mai = filing.obj()
mai.advisor_name # advisor details
Foreign Private Issuers (20-F) → TwentyF
twentyf = filing.obj()
twentyf.financials # financial data for foreign issuers
Complete Form → Class Mapping
| Form | Class | Key Attributes |
|---|---|---|
| 10-K | TenK | financials, income_statement, risk_factors, business |
| 10-Q | TenQ | financials, income_statement, balance_sheet |
| 8-K | EightK | items, press_releases |
| 20-F | TwentyF | financials |
| 3 | Form3 | initial ownership |
| 4 | Form4 | reporting_owner, transactions |
| 5 | Form5 | annual ownership changes |
| DEF 14A | ProxyStatement | executive_compensation, proposals, peo_name |
| 13F-HR | ThirteenF | infotable, total_value |
| SC 13D | Schedule13D | total_shares, items |
| SC 13G | Schedule13G | total_shares |
| NPORT-P | NportFiling | fund portfolio |
| 144 | Form144 | proposed_sale_amount, securities |
| N-PX | FundReport | votes |
| Form D | FormD | offering, recipients |
| Form C | FormC | offering_information |
| 10-D | TenD | loans, properties, asset_data |
| MA-I | MunicipalAdvisorForm | advisor_name |
How It Works
from edgar import Company
apple = Company("AAPL")
filing = apple.get_latest_filing("10-K")
tenk = filing.obj() # returns TenK with all sections and financials
If a form type is not yet supported, filing.obj() raises UnsupportedFilingTypeError.
Pattern for Unknown Form Types
obj = filing.obj()
if obj is None:
# Fallback to raw content
text = filing.text()
html = filing.html()
xbrl = filing.xbrl()