Sec.Edgar

Preparing EDGAR client:

CIK, ticker and title information will be obtain anc cached from SEC

var clientInfo = new ClientInfoBuilder()
    .WithUserAgent("My Demo Company [email protected]")
    .WithCikProvider(CikProviderType.Json, EdgarConstants.CikJsonCompanyTicker)
    .Build();

In the case below, CIK number must be provided as int or string when using the client, otherwise Exception will be thrown:

var clientInfo = new ClientInfoBuilder()
    .WithUserAgent("My Demo Company [email protected]")
    .Build();

By default, a rate limit is applied, set by SEC to 10 requests per second. It can be overridden with .WithRateLimit(). SEC uses a CIK with a length of 10, if requirements are changed it can be overridden with .WithCikIdentifierLength().

Getting the client:

var client = new EdgarClient(clientInfo);

Get submission (e.g. Northrop Grumman Corp):

var submissionsByTicker = await client.GetAllSubmissions("noc");
var submissionsByName = await client.GetAllSubmissions("Northrop Grumman"); // By name or its part
var submissionsByCikStrFull = await client.GetAllSubmissions("0001133421");
var submissionsByCikStrShort = await client.GetAllSubmissions("1133421");
var submissionsByCik = await client.GetAllSubmissions(1133421);

Filings can be found inside Filings property of the Submission, it contains only partial information from SEC, specifically: AccessionNumber, FilingDate, ReportDate, AcceptanceDateTime, Act, Form, FileNumber, FilmNumber (Document Control Number), Items, Size, IsXBRL, IsInlineXBRL, PrimaryDocument, PrimaryDocDescription.

Get Uri to the most recent 10-K report:

var lastYearReport = submissions.Filings
    .Where(x => x.Form == FormType.Form10K)
    .MaxBy(x => x.FilingDate);

var link = await lastYearReport.GetLink();

Get company concepts data for a company into a single API call

The following example demonstrate obtaining all EntityCommonStockSharesOutstanding expressed in shares units using Dei taxonomy:

var company = await client.GetCompanyFacts("noc");
company.Facts[Taxonomy.Dei]["EntityCommonStockSharesOutstanding"].Units["shares"]

Get company concepts data for XBRL tag

The following example demonstrate obtaining all EntityCommonStockSharesOutstanding expressed in shares units using Dei taxonomy:

var concept = await client.GetCompanyConcept("noc", Taxonomy.Dei, "EntityCommonStockSharesOutstanding");

The library targets .Net Standard 2.0 and the latests .NET. If possible target the latest .NET since it uses optimization coming from System.Text.Json

For a set of examples using various endpoints please see: Sec.Edgar.Example