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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

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