# US Public Company Filings and Financials (`iocodo/us-company-filings`) Actor

Filings list and key financial facts of US-listed companies by ticker, CIK or name: 10-K, 10-Q, 8-K and every other company form with document links, plus revenue, net income, assets, cash and EPS from XBRL. Insider and ownership forms about persons are left out.

- **URL**: https://apify.com/iocodo/us-company-filings.md
- **Developed by:** [IOCODO LLC](https://apify.com/iocodo) (community)
- **Categories:** Business
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per event

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

### What does US Public Company Filings and Financials do?

US Public Company Filings and Financials returns the **filings and key financial facts** of US-listed companies as clean rows. Give it tickers such as `AAPL`, CIK numbers such as `0000789019`, or company names such as `nvidia`.

It works in two modes:

- **Filings**: one row per filing, with form type, filing date, period, accession number and direct links to the document and the filing index.
- **Companies**: one row per company, with its profile, its latest filings and, if you ask for them, key financial facts such as revenue, net income, assets, cash and earnings per share.

The data comes from the SEC's EDGAR system, through its public JSON files. No API key, no login, no browser.

### Why use it?

- **Investor research.** Pull every `10-K` and `10-Q` of a watchlist in one run, with links you can open or feed to a parser.
- **Compliance monitoring.** Track when suppliers, customers or competitors file, and what they file.
- **Alerts on `8-K` filings.** Schedule a daily run with `formTypes` set to `8-K` and get the new current reports of your companies.
- **Financial models.** Get the latest annual and quarterly revenue, profit, balance sheet and cash flow figures in one consistent format, ready for a spreadsheet.

On Apify you can schedule runs, call the Actor through the API, and send results to Google Sheets, Zapier, Make or a webhook.

### What data does it return?

#### Filings mode

| Field | Example |
|---|---|
| `ticker`, `exchange` | `TSLA`, `Nasdaq` |
| `cik` | `0001318605` |
| `companyName` | Tesla, Inc. |
| `form` | `8-K` |
| `filedOn` | `2026-10-21` |
| `reportDate` | `2026-10-21` |
| `acceptedAt` | `2026-10-22T00:41:42.000Z` |
| `accessionNumber` | `0001628280-26-066738` |
| `documentUrl` | link to the primary document |
| `indexUrl` | link to the filing index with every attachment |
| `documentDescription` | `8-K` |
| `isXbrl`, `isInlineXbrl` | `true`, `true` |
| `sizeBytes` | `5568283` |

#### Companies mode

| Field | Example |
|---|---|
| `name` | Apple Inc. |
| `tickers`, `exchanges` | `["AAPL"]`, `["Nasdaq"]` |
| `cik` | `0000320193` |
| `sic`, `sicDescription` | `3571`, Electronic Computers |
| `category` | Large accelerated filer |
| `fiscalYearEnd` | `0926` (month and day) |
| `stateOfIncorporation` | `CA` |
| `businessAddress` | One Apple Park Way, Cupertino, CA 95014; `country` reads `United States` when the source gives a US state code |
| `formerNames` | previous names with `from` and `to` dates |
| `latestFilings` | the 10 latest filings that pass your filters |
| `financials` | latest annual and quarterly value of 11 key facts (see below) |

Every record also carries `source`, `license`, `source_updated_at` and `retrieved_at`, so you know where a row came from and how fresh it is.

For a filing, `source_updated_at` is its acceptance time. For a company, it is the date of its newest filing at the source.

#### Key financial facts

With `includeFinancials` on, each company gets **11 metrics**: `revenue`, `netIncome`, `operatingIncome`, `assets`, `liabilities`, `stockholdersEquity`, `cashAndEquivalents`, `epsBasic`, `epsDiluted`, `operatingCashFlow` and `sharesOutstanding`.

Each metric has an **annual** value (from a `10-K`, `20-F` or `40-F`) and a **quarterly** value (a three-month period from a `10-Q`). Every value names the XBRL `concept` it comes from, with its `unit`, period, fiscal year, form, filing date and accession number.

US GAAP and IFRS filers are both covered. When a company reports a metric under more than one concept, **the newest period wins**, so a company that moved from `Revenues` to `RevenueFromContractWithCustomerExcludingAssessedTax` gets its current figure.

### How to get company filings

1. Open the Actor and type your companies into **Companies**, one per line.
2. Choose the output: one row per filing, or one row per company.
3. Optionally pick form types and a date range.
4. Click **Start** and download the results as JSON, CSV, Excel or HTML.

The Actor reads each line like this:

- digits are a CIK, with or without leading zeros
- text in capitals that matches a ticker is a ticker, so `FORD` is Forward Industries
- any other text is a company name: exact name first, then names that start with it, then names that contain it, so `ford` is Ford Motor

### How much does it cost?

- **Filings mode:** $1 per 1,000 filings returned ($0.001 each).
- **Companies mode:** $5 per 1,000 companies returned ($0.005 each), with or without financial facts.

Companies that match nothing cost nothing. A run stops by itself at the maximum charge you set. The monthly credit of the free Apify plan is enough to try it.

### Input

See the input tab for every option. In short:

- `companies`: tickers, CIKs or names
- `outputMode`: `filings` (default) or `companies`
- `formTypes`: for example `10-K`, `10-Q`, `8-K`; empty means every form the Actor returns
- `includeAmendments`: also return amendments such as `10-K/A` (default on)
- `filedAfter`, `filedBefore`: dates as `YYYY-MM-DD`
- `maxFilingsPerCompany`: newest first, up to 5,000 (default 50)
- `includeFinancials`: key financial facts, companies mode only
- `maxMatchesPerName`: how many companies a name can match, up to 10 (default 1)

### Output

One filing, from a run with `companies` set to `TSLA`, `formTypes` to `8-K` and `filedAfter` to `2026-01-01`:

```json
{
    "query": "TSLA",
    "cik": "0001318605",
    "companyName": "Tesla, Inc.",
    "ticker": "TSLA",
    "exchange": "Nasdaq",
    "form": "8-K",
    "filedOn": "2026-10-21",
    "reportDate": "2026-10-21",
    "acceptedAt": "2026-10-22T00:41:42.000Z",
    "accessionNumber": "0001628280-26-066738",
    "documentUrl": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/tsla-20261021.htm",
    "indexUrl": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/0001628280-26-066738-index.htm",
    "documentDescription": "8-K",
    "isXbrl": true,
    "isInlineXbrl": true,
    "sizeBytes": 5568283,
    "source": { "name": "U.S. Securities and Exchange Commission, EDGAR public APIs", "url": "https://www.sec.gov/search-filings/edgar-application-programming-interfaces" },
    "license": { "name": "U.S. government work, public domain (17 U.S.C. § 105)", "url": "https://www.sec.gov/about/privacy-information#dissemination" },
    "source_updated_at": "2026-10-22T00:41:42.000Z",
    "retrieved_at": "2026-10-24T18:51:18.309Z"
}
```

One company with financial facts, shortened to two filings and two metrics:

```json
{
    "query": "AAPL",
    "cik": "0000320193",
    "name": "Apple Inc.",
    "tickers": ["AAPL"],
    "exchanges": ["Nasdaq"],
    "sic": "3571",
    "sicDescription": "Electronic Computers",
    "category": "Large accelerated filer",
    "entityType": "operating",
    "fiscalYearEnd": "0926",
    "stateOfIncorporation": "CA",
    "businessAddress": { "street1": "ONE APPLE PARK WAY", "street2": null, "city": "CUPERTINO", "stateOrCountry": "CA", "zipCode": "95014", "country": "United States" },
    "website": null,
    "formerNames": [{ "name": "APPLE INC", "from": "2007-01-10", "to": "2019-08-05" }],
    "latestFilings": [
        { "form": "8-K/A", "filedOn": "2026-09-01", "accessionNumber": "0001140361-26-035325", "documentUrl": "https://www.sec.gov/Archives/edgar/data/320193/000114036126035325/ef20081427_8ka.htm" },
        { "form": "10-Q", "filedOn": "2026-07-31", "accessionNumber": "0000320193-26-000020", "documentUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000020/aapl-20260627.htm" }
    ],
    "financials": {
        "revenue": {
            "annual": { "concept": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax", "value": 416161000000, "unit": "USD", "periodStart": "2024-09-29", "periodEnd": "2025-09-27", "fiscalYear": 2025, "fiscalPeriod": "FY", "form": "10-K", "filedOn": "2025-10-31", "accessionNumber": "0000320193-25-000079" },
            "quarterly": { "concept": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax", "value": 109417000000, "unit": "USD", "periodStart": "2026-03-29", "periodEnd": "2026-06-27", "fiscalYear": 2026, "fiscalPeriod": "Q3", "form": "10-Q", "filedOn": "2026-07-31", "accessionNumber": "0000320193-26-000020" }
        },
        "assets": {
            "annual": { "concept": "us-gaap:Assets", "value": 359241000000, "unit": "USD", "periodStart": null, "periodEnd": "2025-09-27", "fiscalYear": 2025, "fiscalPeriod": "FY", "form": "10-K", "filedOn": "2025-10-31", "accessionNumber": "0000320193-25-000079" }
        }
    },
    "source_updated_at": "2026-10-22",
    "retrieved_at": "2026-10-24T18:50:54.132Z"
}
```

A `SUMMARY` record in the key-value store lists, for each line of your input, the CIK it matched, how many rows it produced and why a company was skipped.

### Tips

- **Daily `8-K` alerts:** set `formTypes` to `8-K` and `filedAfter` to yesterday's date, and schedule the run every morning. You pay only for the new filings.
- **Long histories:** without `filedAfter`, the Actor reads the latest 1,000 filings of each company (at least one year). Set `filedAfter` to go further back.
- **Financial facts** add one larger download per company, a few megabytes for a big filer, so a companies run with `includeFinancials` on takes longer than one without.
- Write tickers in capitals. Lower-case text is read as a company name first.
- Quarterly values are three-month periods. Many companies report cash flow only as a year-to-date sum in their `10-Q`, so a quarterly `operatingCashFlow` can be older than the other quarterly figures or missing.

### Fair pacing for all users

The source allows a limited number of requests per second from each client, and every run of this Actor counts as the same client. So the Actor paces its requests across **all runs of all users together**, with a margin under that limit. Each run gets its share. When many people use it at once, a large run takes a little longer, and a run that starts while others are working waits a few seconds before its first request.

### What is left out on purpose

- **Insider and beneficial-ownership forms**: `3`, `4`, `5`, `144`, Schedules `13D` and `13G`, and their amendments. They are about persons.
- **Filers who are persons**: a CIK with no industry code and no ticker is skipped whole.
- **Names of people**: no officers, directors, owners or signers, no filing text, no phone numbers. Address lines that route mail to a person (`c/o`, `attn`) are removed. Document descriptions that name a third-party filer, such as shareholder solicitation notices, are left empty.
- **Filing documents**: the Actor links to them and never downloads them.

### Data source and licence

- **Source:** the public [EDGAR application programming interfaces](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) of the U.S. Securities and Exchange Commission: company submissions, XBRL company facts and the company ticker list.
- **Licence:** works of the U.S. government are in the public domain (17 U.S.C. § 105). The Commission states that information presented on its website is public information and may be copied or further distributed ([website dissemination](https://www.sec.gov/about/privacy-information#dissemination)).

The Actor selects and renames fields; it does not change values.

Not affiliated with or approved by the U.S. Securities and Exchange Commission.

Filings and XBRL data can contain errors or be corrected later, so check the filing itself before any decision that depends on it.

### FAQ

#### Can I get companies that have no ticker?

Yes, by CIK. Name search covers only companies that have a ticker.

#### Why is a company missing from my results?

The usual reasons:

- the name you typed matches another company, or none
- no filing passes your filters
- it is a filer the Actor skips on purpose

The `SUMMARY` record gives the reason for each line.

#### Why is a financial value `null`?

The company does not report that concept in XBRL, or not in an annual or quarterly report. Foreign filers on `20-F` usually have annual values only.

#### Found a problem?

Open an issue in the Issues tab and describe the input that went wrong.

# Actor input Schema

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

One per line: a ticker in capitals (AAPL), a CIK (digits, with or without leading zeros) or a company name. Names are matched against the list of companies that have a ticker: exact name first, then names that start with it, then names that contain it.

## `outputMode` (type: `string`):

Filings: one row per filing. Companies: one row per company with its profile, its latest filings and, if you turn it on, key financial facts.

## `formTypes` (type: `array`):

Optional, for example 10-K, 10-Q, 8-K, 20-F, S-1, DEF 14A. Leave empty for every form this Actor returns. Insider and beneficial-ownership forms (3, 4, 5, 144, Schedules 13D and 13G) are never returned.

## `includeAmendments` (type: `boolean`):

When on, an amendment such as 10-K/A comes with its form type 10-K.

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

Optional, YYYY-MM-DD. Setting it also lets the Actor read filings older than the latest 1,000 when your range needs them.

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

Optional, YYYY-MM-DD.

## `maxFilingsPerCompany` (type: `integer`):

Upper limit of filings returned for each company, newest first. You pay per filing returned.

## `includeFinancials` (type: `boolean`):

Companies output only. Adds the latest annual and quarterly revenue, net income, operating income, assets, liabilities, equity, cash, EPS, operating cash flow and shares outstanding. Each company then needs one larger download.

## `maxMatchesPerName` (type: `integer`):

How many companies a name can match. Tickers and CIKs always match one.

## Actor input object example

```json
{
  "companies": [
    "AAPL",
    "nvidia",
    "0000789019"
  ],
  "outputMode": "filings",
  "formTypes": [],
  "includeAmendments": true,
  "maxFilingsPerCompany": 50,
  "includeFinancials": false,
  "maxMatchesPerName": 1
}
```

# Actor output Schema

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

No description

## `summary` (type: `string`):

No description

# 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",
        "nvidia",
        "0000789019"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("iocodo/us-company-filings").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",
        "nvidia",
        "0000789019",
    ] }

# Run the Actor and wait for it to finish
run = client.actor("iocodo/us-company-filings").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",
    "nvidia",
    "0000789019"
  ]
}' |
apify call iocodo/us-company-filings --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,iocodo/us-company-filings"
        }
    }
}
```

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/NqNeZ0YeDDrUw58UX/builds/eDS1ir1WZNHdWfdDJ/openapi.json