edgar-search

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:

1. Annual/quarterly reports: Fetching 10-K and 10-Q filings for financial statements.
2. Material events: Retrieving 8-K filings for earnings announcements or M&A disclosures.
3. 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.