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Retrieve details from SEC financial documents

Retrieves details from a company’s 10-K,10-Q or, 8-K filing from the SEC (U.S. Securities and Exchange Commission).

Common use cases​

  • Lead Enrichment

Category​

  • Security & Exchange Commission

Inputs (what you have)​

NameDescriptionData TypeRequired?Example
SEC filing linkLink to SEC filing file. This can be retrieved from the ‘Retrieve company filing from the SEC’ Wrk ActionURLYeshttps://www.sec.gov/Archives/edgar/data/1318605/000156459021004599/tsla-10k_20201231.htm
Document sectionSection within the filing document to retrievePredefined Choice ListYes10-K | 1A - Risk Factors
Output formatFormat the output should be returned inPredefined Choice ListYes

Wrk Action Outputs​

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NameData TypeRequiredDescription
Document contentText(Long)YesThe content extracted from the SEC filling

Wrk Action Outcomes​

NameDescription
SuccessThis status is selected if the details from the filing was successfully retrieved.
No resultThis status is selected in the event of the following scenarios:No content is returned for the section specified
Impossible to CompleteThis status is selected in the event of the following scenarios:The SEC filing link is invalidIf the “Document section” requested is incorrect for the document type provided

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