Company API Reference

The Company class is the primary interface for working with public companies in EdgarTools. It provides access to company information, SEC filings, and financial data.

Class Overview

from edgar import Company

class Company(Entity):
    """Represents a public company with SEC filings."""

Inheritance: SecFiler → Entity → Company

Constructor

Company(cik_or_ticker)

Create a Company instance using either a CIK number or ticker symbol.

Company(cik_or_ticker: Union[str, int])

Parameters: - cik_or_ticker (Union[str, int]): Company identifier - CIK: Central Index Key as integer or string (with or without padding) - Ticker: Stock ticker symbol (case-insensitive)

Examples:

# By ticker symbol (case-insensitive)
company = Company("AAPL")
company = Company("aapl")

# By CIK number
company = Company(320193)
company = Company("320193")
company = Company("0000320193")  # Zero-padded

Raises: - CompanyNotFoundError: When company cannot be found - ValueError: When identifier format is invalid

Core Properties

Basic Information

name

@property
def name(self) -> str

Official company name as registered with the SEC.

company = Company("AAPL")
print(company.name)  # "Apple Inc."

cik

@property
def cik(self) -> int

Central Index Key - unique identifier assigned by the SEC.

print(company.cik)  # 320193

display_name

@property
def display_name(self) -> str

Formatted display name combining ticker and company name.

print(company.display_name)  # "AAPL - Apple Inc."

tickers

@property
def tickers(self) -> List[str]

List of all ticker symbols associated with the company.

berkshire = Company("BRK-A")
print(berkshire.tickers)  # ["BRK-A", "BRK-B"]

Industry & Classification

industry

@property
def industry(self) -> str

Industry description based on SIC code.

print(company.industry)  # "ELECTRONIC COMPUTERS"

sic

@property
def sic(self) -> str

Standard Industrial Classification code.

print(company.sic)  # "3571"

fiscal_year_end

@property
def fiscal_year_end(self) -> str

Fiscal year end date in MMDD format.

print(company.fiscal_year_end)  # "0930" (September 30)

Company Status

is_company

@property
def is_company(self) -> bool

Always True for Company instances. Used to distinguish from other entities.

print(company.is_company)  # True

not_found

@property
def not_found(self) -> bool

Whether the company data was found in SEC database.

print(company.not_found)  # False if found, True if not

Filing Access

get_filings()

Get company filings with extensive filtering options.

def get_filings(
    self,
    *,
    year: Union[int, List[int], range] = None,
    quarter: Union[int, List[int]] = None,
    form: Union[str, List[str]] = None,
    accession_number: Union[str, List[str]] = None,
    file_number: Union[str, List[str]] = None,
    filing_date: str = None,
    date: str = None,
    amendments: bool = True,
    is_xbrl: bool = None,
    is_inline_xbrl: bool = None,
    sort_by: str = "filing_date",
    trigger_full_load: bool = False
) -> EntityFilings

Parameters: - year: Filter by year(s) - int, list of ints, or range - quarter: Filter by quarter(s) - 1, 2, 3, or 4 - form: SEC form type(s) - e.g., "10-K", ["10-K", "10-Q"] - accession_number: Specific accession number(s) - file_number: SEC file number(s) - filing_date: Date or date range (YYYY-MM-DD or YYYY-MM-DD:YYYY-MM-DD) - date: Alias for filing_date - amendments: Include amended filings (default: True) - is_xbrl: Filter for XBRL filings - is_inline_xbrl: Filter for inline XBRL filings - sort_by: Sort field (default: "filing_date") - trigger_full_load: Load all filing details upfront

Returns: EntityFilings - Collection of company filings

Examples:

# Get all filings
all_filings = company.get_filings()

# Get specific form types
annual_reports = company.get_filings(form="10-K")
quarterly_reports = company.get_filings(form=["10-K", "10-Q"])

# Filter by date
recent = company.get_filings(filing_date="2023-01-01:")
date_range = company.get_filings(filing_date="2023-01-01:2023-12-31")

# Filter by year and quarter
q4_2023 = company.get_filings(year=2023, quarter=4)
multi_year = company.get_filings(year=[2022, 2023])

# XBRL filings only
xbrl_filings = company.get_filings(is_xbrl=True)

# Exclude amendments
original_only = company.get_filings(amendments=False)

latest()

Get the latest filing(s) of a specific form type.

def latest(self, form: str, n: int = 1) -> Union[Filing, List[Filing]]

Parameters: - form: SEC form type (e.g., "10-K", "10-Q", "8-K") - n: Number of latest filings to return (default: 1)

Returns: - Single Filing if n=1 - List[Filing] if n>1

Examples:

# Get latest 10-K
latest_10k = company.latest("10-K")

# Get latest 3 quarterly reports
latest_10qs = company.latest("10-Q", 3)

Convenience Properties

latest_tenk

@property
def latest_tenk(self) -> Optional[TenK]

Latest 10-K filing as a TenK object with enhanced functionality.

tenk = company.latest_tenk
if tenk:
    print(tenk.filing_date)
    financials = tenk.financials

latest_tenq

@property  
def latest_tenq(self) -> Optional[TenQ]

Latest 10-Q filing as a TenQ object with enhanced functionality.

tenq = company.latest_tenq
if tenq:
    print(tenq.filing_date)
    financials = tenq.financials

Financial Data

get_financials()

Get financial statements from the latest 10-K filing.

def get_financials(self) -> Optional[Financials]

Returns: Financials object with balance sheet, income statement, and cash flow data

Example:

financials = company.get_financials()
if financials:
    balance_sheet = financials.balance_sheet
    income_statement = financials.income
    cash_flow = financials.cash_flow

    # Access specific metrics
    revenue = income_statement.loc['Revenue'].iloc[0]
    total_assets = balance_sheet.loc['Total Assets'].iloc[0]

get_quarterly_financials()

Get financial statements from the latest 10-Q filing.

def get_quarterly_financials(self) -> Optional[Financials]

Returns: Financials object from latest quarterly report

Example:

quarterly = company.get_quarterly_financials()
if quarterly:
    q_income = quarterly.income
    quarterly_revenue = q_income.loc['Revenue'].iloc[0]

get_facts()

Get structured XBRL facts for the company.

def get_facts(self) -> Optional[EntityFacts]

Returns: EntityFacts object containing all XBRL facts

Example:

facts = company.get_facts()
if facts:
    # Convert to pandas DataFrame
    facts_df = facts.to_pandas()

    # Get number of facts
    num_facts = facts.num_facts()
    print(f"Company has {num_facts} XBRL facts")

Address Information

business_address()

Get the company's business address.

def business_address(self) -> Optional[Address]

Returns: Address object or None

Example:

address = company.business_address()
if address:
    print(f"{address.street1}")
    print(f"{address.city}, {address.state_or_country} {address.zipcode}")

mailing_address()

Get the company's mailing address.

def mailing_address(self) -> Optional[Address]

Returns: Address object or None

Utility Methods

get_ticker()

Get the primary ticker symbol for the company.

def get_ticker(self) -> Optional[str]

Returns: Primary ticker symbol or None

Example:

ticker = company.get_ticker()
print(ticker)  # "AAPL"

get_exchanges()

Get all exchanges where the company's stock is traded.

def get_exchanges(self) -> List[str]

Returns: List of exchange names

Example:

exchanges = company.get_exchanges()
print(exchanges)  # ["NASDAQ"]

get_icon()

Get company icon (if available).

def get_icon(self)

Returns: Icon data or placeholder

Data Access

data

Access the underlying company data object.

@property
def data(self) -> EntityData

Returns: EntityData object with complete company information

Example:

# Access detailed company data
company_data = company.data
print(company_data.former_names)  # Previous company names
print(company_data.entity_type)   # Entity type
print(company_data.flags)         # SEC flags

EntityFilings

Collection of SEC filings returned by get_filings().

filings = company.get_filings(form="10-K")

# Collection methods
latest = filings.latest()           # Get latest filing
first_five = filings.head(5)        # Get first 5 filings
random_sample = filings.sample(3)   # Get 3 random filings

# Filtering
recent = filings.filter(filing_date="2023-01-01:")
xbrl_only = filings.filter(is_xbrl=True)

# Indexing
first_filing = filings[0]           # Get first filing
second_filing = filings[1]          # Get second filing

# Iteration
for filing in filings:
    print(f"{filing.form}: {filing.filing_date}")

# Conversion
filings_df = filings.to_pandas()    # Convert to DataFrame

Address

Physical address representation.

class Address:
    street1: str
    street2: Optional[str]
    city: str
    state_or_country: str
    zipcode: str
    state_or_country_desc: str

Example:

address = company.business_address()
full_address = f"{address.street1}, {address.city}, {address.state_or_country}"

EntityFacts

XBRL facts data container.

facts = company.get_facts()

# Convert to DataFrame
df = facts.to_pandas()

# Get fact count
count = facts.num_facts()

Factory Functions

Alternative ways to create Company instances:

from edgar import get_company, get_entity

# Factory function
company = get_company("AAPL")

# More general entity function (returns Company for companies)
entity = get_entity("AAPL")

Import Options

# Primary import
from edgar import Company

# Alternative imports
from edgar.entity import Company
from edgar.entity.core import Company

Error Handling

try:
    company = Company("INVALID")
except CompanyNotFoundError:
    print("Company not found")
except ValueError as e:
    print(f"Invalid identifier: {e}")

# Check if company was found
company = Company("MAYBE_INVALID")
if company.not_found:
    print("Company data not available")
else:
    filings = company.get_filings()

Performance Tips

Use CIK when possible - faster than ticker lookup
Cache Company objects - avoid repeated API calls
Filter filings efficiently - use specific parameters in get_filings()
Limit result sets - use reasonable date ranges and form filters

# Efficient: specific filtering
recent_10k = company.get_filings(form="10-K", filing_date="2023-01-01:")

# Less efficient: get all then filter
all_filings = company.get_filings()
filtered = all_filings.filter(form="10-K").filter(filing_date="2023-01-01:")

Complete Example

from edgar import Company

# Create company instance
company = Company("AAPL")

# Basic information
print(f"Company: {company.name}")
print(f"CIK: {company.cik}")
print(f"Industry: {company.industry}")
print(f"Fiscal Year End: {company.fiscal_year_end}")

# Get recent filings
recent_filings = company.get_filings(
    form=["10-K", "10-Q"], 
    filing_date="2023-01-01:",
    limit=5
)

print(f"\nRecent Filings ({len(recent_filings)}):")
for filing in recent_filings:
    print(f"  {filing.form}: {filing.filing_date}")

# Get financial data
financials = company.get_financials()
if financials:
    revenue = financials.income.loc['Revenue'].iloc[0]
    print(f"\nLatest Revenue: ${revenue/1e9:.1f}B")

# Get company facts
facts = company.get_facts()
if facts:
    print(f"Total XBRL Facts: {facts.num_facts()}")

# Address information
address = company.business_address()
if address:
    print(f"Location: {address.city}, {address.state_or_country}")

Company API Reference

Class Overview

Constructor

Company(cik_or_ticker)

Core Properties

Basic Information

name

cik

display_name

tickers

Industry & Classification

industry

sic

fiscal_year_end

Company Status

is_company

not_found

Filing Access

get_filings()

latest()

Convenience Properties

latest_tenk

latest_tenq

Financial Data

get_financials()

get_quarterly_financials()

get_facts()

Address Information

business_address()

mailing_address()

Utility Methods

get_ticker()

get_exchanges()

get_icon()

Data Access

data

Related Classes

EntityFilings

Address

EntityFacts

Factory Functions

Import Options

Error Handling

Performance Tips

Complete Example

See Also