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Retrieve company filing from the SEC

Retrieve a company’s filing link from the SEC (U.S. Securities and Exchange Commission).

Common use cases​

  • Lead Enrichment

Category​

  • Security & Exchange Commission

Inputs (what you have)​

NAMEDESCRIPTIONTYPEREQUIREDEXAMPLE
Company nameThe company name that will be used in the search.TextYesGoogle
Form typeThe type of filing to be retrieved from the SECPredefinedChoice ListYesS-11MEF
Company ticker symbolTicker symbol of a companyTextNoGOOGL

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data Library. These variables in the Data Library section are the outputs of previous Wrk Actions in the Wrkflow.

Outputs (what you get)​

NAMEDESCRIPTIONTYPEREQUIREDEXAMPLE
SEC filing linkLink to SEC company filing fileURLYeshttps://secfiling/document/d/Lcrzit

Outcomes​

NAMEDESCRIPTION
SuccessThis status is selected if the correct company filing was successfully retrieved.
UnsuccessfulThis status is selected in the event of the following scenarios:- Web page link not provided- Application site is down- Instructions to search for information are not provided

Requirements​

  • N/A