Company Filings

---

Implementation details

Class names

Model name	Parameters class	Data class
CompanyFilings	CompanyFilingsQueryParams	CompanyFilingsData

Import Statement

from openbb_core.provider.standard_models.company_filings import (
CompanyFilingsData,
CompanyFilingsQueryParams,
)

Parameters

• standard
• fmp
• intrinio
• nasdaq
• sec
• tmx

symbol: str | None
Symbol to get data for.

symbol: str | None
Symbol to get data for.

cik: str | None
CIK number to look up. Overrides symbol.

start_date: date | None | str
Start date for filtering filings. Default is one year ago.

end_date: date | None | str
End date for filtering filings.

limit: int | None
Default: 1000
Number of results to return. Max results is 1000.

page: int | None
Default: 0
Page number for paginated results. Max page is 100.

symbol: str | None
Symbol to get data for.

form_type: str | None
SEC form type to filter by.

start_date: date | None | str
Start date of the data, in YYYY-MM-DD format.

end_date: date | None | str
End date of the data, in YYYY-MM-DD format.

limit: int | None
The number of data entries to return.

thea_enabled: bool | None
Return filings that have been read by Intrinio's Thea NLP.

symbol: str | None
Symbol to get data for.

year: int | None
Calendar year of the data, default is current year. The earliest year available is 1994, for all companies and form types.

form_group: Literal['annual', 'quarterly', 'proxy', 'insider', '8k', 'registration', 'comment'] | None
Default: 8k
The form group to fetch, default is 8k.

symbol: str | None
Symbol to get data for.

cik: str | int | None
Lookup filings by Central Index Key (CIK) instead of by symbol.

start_date: date | None | str
Start date of the data, in YYYY-MM-DD format.

end_date: date | None | str
End date of the data, in YYYY-MM-DD format.

form_type: str | None
SEC form type to filter by.

limit: int | None
The number of data entries to return.

use_cache: bool | None
Default: True
Whether or not to use cache. If True, cache will store for one day.

symbol: str | None
Symbol to get data for.

start_date: date | None | str
The start date to fetch.

end_date: date | None | str
The end date to fetch.

Data

• standard
• fmp
• intrinio
• nasdaq
• sec
• tmx

filing_date: date
The date of the filing.

report_type: str | None
Type of filing.

report_url: str
URL to the actual report.

filing_date: date
The date of the filing.

report_type: str | None
Type of filing.

report_url: str
URL to the actual report.

filing_url: str | None
URL to the filing page.

symbol: str | None
Symbol representing the entity requested in the data.

cik: str | None
Central Index Key (CIK) for the requested entity.

accepted_date: date | None
Accepted date of the filing.

filing_date: date
The date of the filing.

report_type: str | None
Type of filing.

report_url: str
URL to the actual report.

id: str
Intrinio ID of the filing.

period_end_date: date | None
Ending date of the fiscal period for the filing.

accepted_date: datetime | None
Accepted date of the filing.

sec_unique_id: str
SEC unique ID of the filing.

filing_url: str | None
URL to the filing page.

instance_url: str | None
URL for the XBRL filing for the report.

industry_group: str
Industry group of the company.

industry_category: str
Industry category of the company.

word_count: int | None
Number of words in the filing, if available.

filing_date: date
The date of the filing.

report_type: str | None
Type of filing.

report_url: str
URL to the actual report.

period_ending: date | None
The ending date for the reporting period, if available.

name: str | None
The name of the company, if available.

reporting_owner: str | None
The name of the reporting owner, if applicable.

pdf_url: str | None
The URL to the PDF document, if available.

xls_url: str | None
The URL to the XLS document, if available.

xbr_url: str | None
The URL to the XBR document, if available.

doc_link: str | None
The URL to the DOC document, if available.

filing_date: date
The date of the filing.

report_type: str | None
Type of filing.

report_url: str
URL to the actual report.

report_date: date | None
The date of the filing.

act: str | int | None
The SEC Act number.

items: str | float | None
The SEC Item numbers.

primary_doc_description: str | None
The description of the primary document.

primary_doc: str | None
The filename of the primary document.

accession_number: str | int | None
The accession number.

file_number: str | int | None
The file number.

film_number: str | int | None
The film number.

is_inline_xbrl: str | int | None
Whether the filing is an inline XBRL filing.

is_xbrl: str | int | None
Whether the filing is an XBRL filing.

size: str | int | None
The size of the filing.

complete_submission_url: str | None
The URL to the complete filing submission.

filing_detail_url: str | None
The URL to the filing details.

filing_date: date
The date of the filing.

report_type: str | None
Type of filing.

report_url: str
URL to the actual report.

description: str
The description of the filing.

size: str | None
The file size of the PDF document.