Data Objects

Data Objects in EdgarTools provide structured access to filing content in a format specific to each filing type. These specialized objects extract, organize, and expose the relevant data from SEC filings, making it much easier to work with different filing types programmatically.

Overview

Data Objects represent parsed SEC filings with type-specific properties and methods. For example, a TenK object provides structured access to an annual report's business description, risk factors, and financial data, while a ThirteenF object organizes investment holdings into tabular data.

The following filing types are supported:

Form	Data Object	Description
10-K	TenK	Annual report
10-Q	TenQ	Quarterly report
8-K	EightK	Current report
MA-I	MunicipalAdvisorForm	Municipal advisor initial filing
Form 144	Form144	Notice of proposed sale of securities
C, C-U, C-AR, C-TR	FormC	Form C Crowdfunding Offering
D	FormD	Form D Offering
3, 4, 5	Ownership	Ownership reports
13F-HR	ThirteenF	13F Holdings Report
NPORT-P	FundReport	Fund Report
EFFECT	Effect	Notice of Effectiveness
Any filing with XBRL	FilingXbrl	XBRL-enabled filing

Converting Filings to Data Objects

To get a Data Object from a Filing, use the obj() method:

from edgar import get_filings, get_company

# Get a Form 4 filing
filings = get_filings(form="4")
filing = filings[0]
form4 = filing.obj()

# Get the most recent 10-K for Apple
apple = get_company("AAPL")
tenk = apple.get_filings(form="10-K").latest(1)[0].obj()

Data Object Features

Each Data Object provides specialized methods and properties that match the filing type:

For 10-K Annual Reports (TenK)

tenk = filing.obj()

# Access sections by name
business_description = tenk.business
risk_factors = tenk.risk_factors
md_and_a = tenk.management_discussion

# Access financial statements
balance_sheet = tenk.balance_sheet
income_stmt = tenk.income_statement
cash_flow = tenk.cash_flow_statement

# Convert to DataFrame
df = tenk.balance_sheet.to_dataframe()

For 8-K Current Reports (EightK)

eightk = filing.obj()

# Check for press releases
if eightk.has_press_release:
    press_releases = eightk.press_releases

# Get report date
report_date = eightk.date_of_report

# Access specific items
if "Item 2.01" in eightk:
    completion_info = eightk["Item 2.01"]

For Form 4 Ownership Reports (Form4)

form4 = filing.obj()

# Access transaction data
trades = form4.market_trades
shares = form4.shares_traded

# Get insider trading summary
trade_summary = form4.get_insider_market_trade_summary()

For 13F Holdings Reports (ThirteenF)

thirteen_f = filing.obj()

# Get holdings data
holdings = thirteen_f.infotable
total_value = thirteen_f.total_value
count = thirteen_f.total_holdings

# Convert to DataFrame
holdings_df = holdings.to_dataframe()

Rich Display

Most Data Objects include rich display formatting for use in terminals or notebooks:

# Display formatted information in a terminal or notebook
from rich import print
print(tenk)
print(form4)

Implementation Details

Data Objects are implemented using a mix of regular classes, dataclasses, and Pydantic models, depending on the complexity of the filing type. They handle parsing of HTML, XML, and XBRL content automatically, providing a clean interface to work with filing data.