# SEC EDGAR Company Financials & Filings (`agentictools/sec-edgar-financials`) Actor

Get company financials and SEC filings from EDGAR by ticker, CIK, or name. Key XBRL facts and recent 10-K, 10-Q, and 8-K filings.

- **URL**: https://apify.com/agentictools/sec-edgar-financials.md
- **Developed by:** [Ken Agland](https://apify.com/agentictools) (community)
- **Categories:** Business, Developer tools
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

$3.00 / 1,000 company returneds

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event

## What's an Apify Actor?

Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md):

```bash
npm install apify-client
```

In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md):

```bash
pip install apify-client
```

In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md):

````bash
# MacOS / Linux
curl -fsSL https://apify.com/install-cli.sh | bash
# Windows
irm https://apify.com/install-cli.ps1 | iex
```bash

In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md).

If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).


# README

## SEC EDGAR Company Financials & Filings

Get company financials and SEC filings from EDGAR by ticker, CIK, or name.

### What it does

Resolves companies by ticker, CIK, or name against the SEC's official ticker map, then returns headline financials pulled from XBRL company facts and a list of recent SEC filings (10-K, 10-Q, 8-K, and more) with direct links to the filed documents.

### Example input

```json
{
  "companies": ["AAPL", "0000789019", "Tesla"],
  "include": ["financials", "filings"],
  "filingForms": ["10-K", "10-Q", "8-K"],
  "maxFilings": 10
}
````

### Input

| Field | Type | Description |
|---|---|---|
| `companies` | array of strings | Tickers, CIKs, or company names to look up. Required. |
| `include` | array of strings | Sections to return: `financials`, `filings`, or both. Defaults to both. |
| `filingForms` | array of strings | Restrict recent filings to these form types (`10-K`, `10-Q`, `8-K`). |
| `maxFilings` | integer | Maximum recent filings to return per company, most recent first. Default 10. |

### Output

One dataset item per resolved company:

```json
{
  "ticker": "AAPL",
  "cik": "0000320193",
  "name": "Apple Inc.",
  "sic": "3571",
  "sicDescription": "Electronic Computers",
  "exchange": "Nasdaq",
  "recentFilings": [
    {
      "form": "10-Q",
      "filingDate": "2026-05-02",
      "reportDate": "2026-03-28",
      "accessionNumber": "0000320193-26-000050",
      "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000050/aapl-20260328.htm"
    }
  ],
  "financials": {
    "revenue": 391035000000,
    "netIncome": 93736000000,
    "assets": 364980000000,
    "liabilities": 308030000000,
    "equity": 56950000000,
    "cash": 29943000000,
    "eps": 6.11,
    "fiscalYear": 2025,
    "asOf": "2025-09-27"
  }
}
```

The run's default key-value store record `OUTPUT` holds a summary: companies requested, companies resolved, and companies that could not be matched.

### How it works

1. Downloads the SEC's `company_tickers.json` map once and builds an in-memory lookup by ticker, CIK, and company name (exact and fuzzy).
2. For each resolved company, fetches `data.sec.gov/submissions/CIK##########.json` for filing metadata (form, dates, accession number, exchange, SIC code) and builds a direct document URL for each filing.
3. If financials are requested, fetches `data.sec.gov/api/xbrl/companyfacts/CIK##########.json` and pulls the most recent annual (10-K) value for revenue, net income, assets, liabilities, equity, cash, and basic EPS.
4. Every request sends a descriptive User-Agent header, as required by SEC EDGAR, and requests are paced to stay within SEC's rate limits.

Companies that cannot be resolved are skipped and listed in the run summary. Missing financial tags are returned as `null` rather than failing the run.

# Actor input Schema

## `companies` (type: `array`):

Tickers, CIKs, or company names to look up (for example "AAPL", "0000320193", or "Apple Inc"). Each entry is resolved separately against the SEC ticker map.

## `include` (type: `array`):

Which sections to return for each company. Defaults to both financials and filings.

## `filingForms` (type: `array`):

Restrict recent filings to these form types. Leave empty to include all forms.

## `maxFilings` (type: `integer`):

Maximum number of recent filings to return per company, most recent first.

## Actor input object example

```json
{
  "companies": [
    "AAPL",
    "0000789019",
    "Tesla"
  ],
  "include": [
    "financials",
    "filings"
  ],
  "filingForms": [
    "10-K",
    "10-Q",
    "8-K"
  ],
  "maxFilings": 10
}
```

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "companies": [
        "AAPL",
        "MSFT"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("agentictools/sec-edgar-financials").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = { "companies": [
        "AAPL",
        "MSFT",
    ] }

# Run the Actor and wait for it to finish
run = client.actor("agentictools/sec-edgar-financials").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"])
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "companies": [
    "AAPL",
    "MSFT"
  ]
}' |
apify call agentictools/sec-edgar-financials --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "command": "npx",
            "args": [
                "mcp-remote",
                "https://mcp.apify.com/?tools=agentictools/sec-edgar-financials",
                "--header",
                "Authorization: Bearer <YOUR_API_TOKEN>"
            ]
        }
    }
}

```

## OpenAPI specification

```json
{
    "openapi": "3.0.1",
    "info": {
        "title": "SEC EDGAR Company Financials & Filings",
        "description": "Get company financials and SEC filings from EDGAR by ticker, CIK, or name. Key XBRL facts and recent 10-K, 10-Q, and 8-K filings.",
        "version": "0.1",
        "x-build-id": "qS66OcEdVJNF0Ud86"
    },
    "servers": [
        {
            "url": "https://api.apify.com/v2"
        }
    ],
    "paths": {
        "/acts/agentictools~sec-edgar-financials/run-sync-get-dataset-items": {
            "post": {
                "operationId": "run-sync-get-dataset-items-agentictools-sec-edgar-financials",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        },
        "/acts/agentictools~sec-edgar-financials/runs": {
            "post": {
                "operationId": "runs-sync-agentictools-sec-edgar-financials",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor and returns information about the initiated run in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK",
                        "content": {
                            "application/json": {
                                "schema": {
                                    "$ref": "#/components/schemas/runsResponseSchema"
                                }
                            }
                        }
                    }
                }
            }
        },
        "/acts/agentictools~sec-edgar-financials/run-sync": {
            "post": {
                "operationId": "run-sync-agentictools-sec-edgar-financials",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        }
    },
    "components": {
        "schemas": {
            "inputSchema": {
                "type": "object",
                "required": [
                    "companies"
                ],
                "properties": {
                    "companies": {
                        "title": "Companies",
                        "type": "array",
                        "description": "Tickers, CIKs, or company names to look up (for example \"AAPL\", \"0000320193\", or \"Apple Inc\"). Each entry is resolved separately against the SEC ticker map.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "include": {
                        "title": "Data to include",
                        "type": "array",
                        "description": "Which sections to return for each company. Defaults to both financials and filings.",
                        "items": {
                            "type": "string",
                            "enum": [
                                "financials",
                                "filings"
                            ],
                            "enumTitles": [
                                "Financials (XBRL facts)",
                                "Recent filings"
                            ]
                        },
                        "default": [
                            "financials",
                            "filings"
                        ]
                    },
                    "filingForms": {
                        "title": "Filing forms",
                        "type": "array",
                        "description": "Restrict recent filings to these form types. Leave empty to include all forms.",
                        "items": {
                            "type": "string",
                            "enum": [
                                "10-K",
                                "10-Q",
                                "8-K"
                            ],
                            "enumTitles": [
                                "10-K (annual report)",
                                "10-Q (quarterly report)",
                                "8-K (current report)"
                            ]
                        },
                        "default": [
                            "10-K",
                            "10-Q",
                            "8-K"
                        ]
                    },
                    "maxFilings": {
                        "title": "Max filings per company",
                        "minimum": 1,
                        "maximum": 100,
                        "type": "integer",
                        "description": "Maximum number of recent filings to return per company, most recent first.",
                        "default": 10
                    }
                }
            },
            "runsResponseSchema": {
                "type": "object",
                "properties": {
                    "data": {
                        "type": "object",
                        "properties": {
                            "id": {
                                "type": "string"
                            },
                            "actId": {
                                "type": "string"
                            },
                            "userId": {
                                "type": "string"
                            },
                            "startedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "finishedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "status": {
                                "type": "string",
                                "example": "READY"
                            },
                            "meta": {
                                "type": "object",
                                "properties": {
                                    "origin": {
                                        "type": "string",
                                        "example": "API"
                                    },
                                    "userAgent": {
                                        "type": "string"
                                    }
                                }
                            },
                            "stats": {
                                "type": "object",
                                "properties": {
                                    "inputBodyLen": {
                                        "type": "integer",
                                        "example": 2000
                                    },
                                    "rebootCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "restartCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "resurrectCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "computeUnits": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "options": {
                                "type": "object",
                                "properties": {
                                    "build": {
                                        "type": "string",
                                        "example": "latest"
                                    },
                                    "timeoutSecs": {
                                        "type": "integer",
                                        "example": 300
                                    },
                                    "memoryMbytes": {
                                        "type": "integer",
                                        "example": 1024
                                    },
                                    "diskMbytes": {
                                        "type": "integer",
                                        "example": 2048
                                    }
                                }
                            },
                            "buildId": {
                                "type": "string"
                            },
                            "defaultKeyValueStoreId": {
                                "type": "string"
                            },
                            "defaultDatasetId": {
                                "type": "string"
                            },
                            "defaultRequestQueueId": {
                                "type": "string"
                            },
                            "buildNumber": {
                                "type": "string",
                                "example": "1.0.0"
                            },
                            "containerUrl": {
                                "type": "string"
                            },
                            "usage": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "integer",
                                        "example": 1
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "usageTotalUsd": {
                                "type": "number",
                                "example": 0.00005
                            },
                            "usageUsd": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "number",
                                        "example": 0.00005
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            }
                        }
                    }
                }
            }
        }
    }
}
```
