# SEC EDGAR Filings & XBRL Financial Data API (`datawharf-tools/sec-edgar-api`) Actor

Get SEC EDGAR filings (10-K, 10-Q, 8-K, Form 4 lists), XBRL financial facts such as revenue and net income, and company profiles by ticker or CIK. Uses the free official data.sec.gov API. No API key needed. Export to JSON, CSV or Excel.

- **URL**: https://apify.com/datawharf-tools/sec-edgar-api.md
- **Developed by:** [Datawharf Tools](https://apify.com/datawharf-tools) (community)
- **Categories:** Business, Developer tools, Automation
- **Security:** Limited permissions
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $0.34 / 1,000 result items

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/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
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.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## 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.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC EDGAR Filings & XBRL Financial Data API

Get **SEC EDGAR filings, XBRL financial facts and company profiles** for any US-listed company by ticker or CIK. The Actor reads the free **official SEC data APIs** (`data.sec.gov`): no API key, no proxies, no HTML scraping. Results come back as clean rows you can export to JSON, CSV or Excel, or pull through the Apify API.

The SEC states that information on sec.gov "is considered public information and may be copied or further distributed by users of the web site without the SEC's permission."

### Who is this for?

- **Analysts and researchers** who need a company's 10-K, 10-Q and 8-K list with direct document links.
- **Developers and data teams** building a fundamentals table (revenue, net income, assets, EPS) straight from XBRL, without parsing filings by hand.
- **Compliance and due-diligence teams** who need company profiles (SIC code, state of incorporation, exchanges, former names).
- **Anyone tracking filings** for a watchlist: schedule the Actor and compare runs.

### What you get

| Mode | Returns |
|---|---|
| `filings` | Every filing for each company (10-K, 10-Q, 8-K, Form 4, S-1, DEF 14A and more) with filing date, report date, items, XBRL flags and a direct document link. Filter by form type and date. Newest first. |
| `companyFacts` | XBRL facts, one row per reported data point (revenue, net income, assets, EPS ...) with period, fiscal year, form and accession number. |
| `company` | Company profile: name, tickers, exchanges, SIC code, state of incorporation, addresses, former names. |

Form 4 (insider transaction reports) are returned as filings with links to the documents. The Actor does not parse the transactions inside them.

### How to use it (1 minute)

1. Click **Start**. The prefilled input lists the latest 10-K and 10-Q filings for Apple and Microsoft (20 rows).
2. Pick a **Mode**, enter **tickers or CIKs** (up to 500 per run) and optional **form types** and **dates**.
3. Open the **Overview** table, or download JSON, CSV or Excel.
4. Optional: add a **User-Agent** with your contact (the SEC asks automated tools to identify themselves).

### Example input: recent annual and current reports

```json
{
  "mode": "filings",
  "companies": ["AAPL", "MSFT"],
  "forms": ["10-K", "8-K"],
  "filedAfter": "2025-01-01",
  "maxResults": 200
}
```

### Example input: revenue and net income facts

```json
{
  "mode": "companyFacts",
  "companies": ["AAPL"],
  "concepts": ["RevenueFromContractWithCustomerExcludingAssessedTax", "NetIncomeLoss"],
  "forms": ["10-K"],
  "maxResults": 500
}
```

### Sample output (filings mode)

| type | ticker | companyName | form | filingDate | reportDate | documentUrl |
|---|---|---|---|---|---|---|
| filing | AAPL | Apple Inc. | 10-K | 2026-11-03 | 2026-09-26 | https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/aapl-20260926.htm |

```json
{ "type": "filing", "cik": "0000320193", "ticker": "AAPL", "companyName": "Apple Inc.", "accessionNumber": "0000320193-26-000026",
  "form": "10-K", "filingDate": "2026-11-03", "reportDate": "2026-09-26", "isInlineXBRL": true,
  "documentUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/aapl-20260926.htm" }
```

`companyFacts` rows have these fields: `type`, `cik`, `ticker`, `companyName`, `taxonomy`, `concept`, `label`, `unit`, `value`, `periodStart`, `periodEnd`, `fiscalYear`, `fiscalPeriod`, `form`, `filed`, `accessionNumber`, `frame`. Values are exactly as the SEC publishes them.

### Pricing

Pay per result: **$0.00034 per result row, about $0.34 per 1,000 rows**, plus standard Apify platform usage and a tiny per-run start fee.

| What you run | Rows | Approx. result cost |
|---|---|---|
| Latest 20 filings (the prefilled run) | 20 | about $0.007 |
| 10-K and 10-Q lists for 50 companies, 10 rows each | 500 | about $0.17 |
| 1,000 filings or data points | 1,000 | about $0.34 |

One row = one filing, one financial data point or one company profile. A failed or empty run returns no result rows and is not charged per result. Set the **maximum charge per run** to cap spend.

### Why run it on Apify

Schedule runs, call it from the Apify API, send results to Google Sheets, webhooks, Zapier, Make or your own code, and keep each run's dataset and run report.

### How Max results is shared between companies

With several companies, Max results is spread fairly. Each company first gets ceil(Max results / number of companies) rows, newest first; for example 3 companies and Max results 15 give up to 5 rows each. A share a company does not use goes to companies that have more rows, so the total never exceeds Max results. Set **Max results per company** to cap every company (for example 3 filings each).

### Fair access and limits

- Follows the SEC fair-access policy: throttles to 5 requests per second per run (the SEC limit of 10 per second applies across all your traffic, so stagger overlapping runs) and sends a User-Agent with a contact (`datawharf-tools datawharf@gmail.com` by default). Set your own contact in the `userAgent` input for large or repeated runs.
- Retries rate-limit (HTTP 429 or the SEC 403 'Rate Threshold' page), 5xx and timeout responses with exponential backoff, then stops with a clear message. Rows already fetched are kept (the message starts with "PARTIAL RESULT").
- Unknown tickers and CIKs are skipped and listed in the `RUN_REPORT` record; if none are found the run fails with a message. A company listed twice (ticker and CIK) is returned once.
- Filings beyond the newest 1,000 are read from the SEC history files (one extra request per 1,000 filings).
- `companyFacts` downloads a company's whole facts file (tens of MB for the largest filers) before filtering, so for big companies use a few `concepts` and expect a longer run.
- Form filters match exactly: `10-K` does not include amendments; add `10-K/A` (and `20-F`, `40-F` for foreign filers) explicitly.
- In `companyFacts`, `fiscalYear` and `fiscalPeriod` are the SEC's labels for the filing that reported the point; use `periodStart` and `periodEnd` for the period the value covers. The same value can repeat because it is reported in several filings.
- Concept names are case-sensitive and differ by company (Apple reports `RevenueFromContractWithCustomerExcludingAssessedTax`, not `Revenues`). Concepts a company does not report are listed in `RUN_REPORT` under `unmatchedConcepts`.
- Companies are matched by current ticker or CIK only, not by name. Renamed tickers need the CIK (for example FB is CIK 1326801). Companies without a ticker: use the CIK.
- `companyFacts` covers US-GAAP and IFRS XBRL filers only. Full-text search is not included.

### FAQ

**Do I need an SEC API key?** No. The SEC data APIs are free and keyless.

**Is the data up to date?** Rows reflect what the SEC has published at the time of your run, newest filings first. The Actor does not push filings as they arrive; schedule runs to check regularly.

**Is it legal to use and redistribute this data?** The SEC says its public information may be copied and further distributed without permission. Do not use the SEC seal or logos and do not imply SEC endorsement. This Actor is not affiliated with or endorsed by the SEC.

**Is this investment advice or audited data?** No. Data is passed through as published; verify before making decisions.

**Why is there a User-Agent input?** The SEC asks automated tools to declare who they are.

**Can I get the full text of a filing?** You get the direct link to each filing document. Full-text search is not included.

**Something looks wrong.** Open an issue on the Actor page with your input and run ID.

# Actor input Schema

## `mode` (type: `string`):

filings = list a company's filings (10-K, 10-Q, 8-K, Form 4 ...) with document links. companyFacts = XBRL financial facts (revenue, net income, assets ...) one row per reported data point. company = company profile (SIC, address, exchanges, former names).

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

Stock tickers (AAPL, MSFT) and/or CIK numbers (320193). Up to 500 per run.

## `forms` (type: `array`):

filings and companyFacts modes: only these forms, e.g. 10-K, 10-Q, 8-K, 4, S-1, DEF 14A. Leave empty for all.

## `filedAfter` (type: `string`):

YYYY-MM-DD. Filing date lower bound.

## `filedBefore` (type: `string`):

YYYY-MM-DD. Filing date upper bound.

## `includeOlderFilings` (type: `boolean`):

filings mode: also read the older history files for companies with many filings (extra requests). Pages outside your date range are skipped.

## `concepts` (type: `array`):

companyFacts mode: concept names to return, e.g. RevenueFromContractWithCustomerExcludingAssessedTax (most companies' revenue), Revenues (older/some filers), NetIncomeLoss, Assets, EarningsPerShareBasic. Concepts a company does not report are listed in RUN_REPORT.unmatchedConcepts.

## `allConcepts` (type: `boolean`):

companyFacts mode: return every concept (very large; thousands of rows per company).

## `taxonomy` (type: `string`):

companyFacts mode: XBRL taxonomy.

## `fiscalPeriod` (type: `string`):

companyFacts mode: only FY, Q1, Q2, Q3 or Q4 data points.

## `userAgent` (type: `string`):

SEC fair-access policy asks automated tools to identify themselves, ideally with contact info, e.g. 'Acme Research research@acme.com'. Optional; the default is "datawharf-tools datawharf@gmail.com". Set your own contact for large or repeated runs.

## `maxResultsPerCompany` (type: `integer`):

Optional. Caps the rows returned for each company; Max results still caps the total. Without it, Max results is shared evenly: each company first gets its share (Max results divided by the number of companies, rounded up), and any share a company does not use goes to companies that have more rows. Newest filings come first.

## `maxResults` (type: `integer`):

Maximum rows returned in total across all companies, shared evenly between them (see Max results per company). You are charged per row returned.

## Actor input object example

```json
{
  "mode": "filings",
  "companies": [
    "AAPL",
    "MSFT"
  ],
  "forms": [
    "10-K",
    "10-Q"
  ],
  "includeOlderFilings": true,
  "concepts": [
    "RevenueFromContractWithCustomerExcludingAssessedTax",
    "NetIncomeLoss",
    "Assets"
  ],
  "allConcepts": false,
  "taxonomy": "us-gaap",
  "maxResults": 20
}
```

# Actor output Schema

## `results` (type: `string`):

All result items in the default dataset (table, CSV, JSON, Excel).

## `report` (type: `string`):

Summary of the run written to the default key-value store.

# 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"
    ],
    "forms": [
        "10-K",
        "10-Q"
    ],
    "concepts": [
        "RevenueFromContractWithCustomerExcludingAssessedTax",
        "NetIncomeLoss",
        "Assets"
    ],
    "maxResults": 20
};

// Run the Actor and wait for it to finish
const run = await client.actor("datawharf-tools/sec-edgar-api").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",
    ],
    "forms": [
        "10-K",
        "10-Q",
    ],
    "concepts": [
        "RevenueFromContractWithCustomerExcludingAssessedTax",
        "NetIncomeLoss",
        "Assets",
    ],
    "maxResults": 20,
}

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

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).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"
  ],
  "forms": [
    "10-K",
    "10-Q"
  ],
  "concepts": [
    "RevenueFromContractWithCustomerExcludingAssessedTax",
    "NetIncomeLoss",
    "Assets"
  ],
  "maxResults": 20
}' |
apify call datawharf-tools/sec-edgar-api --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,datawharf-tools/sec-edgar-api"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/QfaDvasQ4fkVb7I4k/builds/JSEoGFBEp0CUxBN3B/openapi.json