edgartools-sec-datalisted

# edgartools: SEC EDGAR data access `edgartools` is the desk's standard way to read SEC data. It is preinstalled in your environment. Work in Python (a script or `python -c`), not by fetching sec.gov pages by hand. ## Always set your identity first The SEC requires a contact identity on automated requests. Do this before any other call, every session: ```python from edgar import set_identity set_identity("Research Desk workshop attendee@example.com") # use the EDGAR_IDENTITY value you were given ``` (Equivalently, the `EDGAR_IDENTITY` environment variable, exported before running Python.) ## Companies and filings ```python from edgar import Company company = Company("NVDA") # by ticker (or CIK) company.name, company.cik, company.industry filings = company.get_filings(form="10-K") # also "10-Q", "8-K", "DEF 14A", ... latest_10k = filings.latest() # most recent of that form latest_10q = company.get_filings(form="10-Q").latest() latest_10k.form, latest_10k.filing_date, latest_10k.accession_no ``` Pick whichever of the latest 10-K / 10-Q is more recent when asked for "the most recent filing". Foreign private issuers file 20-F instead of 10-K. ## Reading the filing ```python filing = latest_10k tenk = filing.obj() # rich object for 10-K/10-Q: sections, financials # Sections (10-K item numbers; 10-Q uses Part/Item naming) risk_factors = tenk["Item 1A"] # Risk Factors text mda = tenk["Item 7"] # Management's Dis