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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