| name | Edgar Search |
| description | Query the SEC EDGAR database to retrieve official company filings including 10-K, 10-Q, 8-K, and proxy statements. |
SEC Filing Search
When to Use
Use this skill for:
- Annual/quarterly reports: Fetching 10-K and 10-Q filings for financial statements.
- Material events: Retrieving 8-K filings for earnings announcements or M&A disclosures.
- Primary source verification: Confirming figures against official SEC-filed documents.
Supported Filing Types
| Type | Description |
|---|
| 10-K | Annual report |
| 10-Q | Quarterly report |
| 8-K | Current report (material events) |
| DEF 14A | Proxy statement |
| S-1 | Registration statement (IPO) |
Definition
def edgar_search(company: str, filing_type: str = '10-K', limit: int = 3) -> list[dict]:
"""Search SEC EDGAR for company filings.
Args:
company: Company name or CIK number
filing_type: Type of filing (10-K, 10-Q, 8-K, etc.)
limit: Maximum filings to return
Returns:
List of filing metadata with download URLs
"""
filings = edgar_client.search(
company=company,
form_type=filing_type,
count=limit,
)
return [
{
"filing_date": f.date,
"form_type": f.form_type,
"url": f.document_url,
"description": f.description,
}
for f in filings
]
Best Practices
- Prefer CIK numbers over company names for unambiguous lookups.
- Respect EDGAR rate limits: max 10 requests per second.
- Set
User-Agent header to a valid contact email when calling the API directly.
