SEC EDGAR Intelligence

Replaces Bloomberg/AlphaSense ($25,000-$100,000/year) using FREE SEC EDGAR data

Comprehensive SEC filing and financial data analysis powered by the SEC EDGAR XBRL API. Access structured financial metrics, filing histories, peer comparisons, and insider transaction data for all US public companies -- the same data used by institutional investors and regulators.

What It Does

This actor analyzes SEC EDGAR data including XBRL-tagged financial statements, company submissions, peer benchmarking frames, and insider ownership filings. All data is freely available from the SEC with no API key required.

Key Features

• Filing Tracker - Monitor 10-K, 10-Q, and 8-K filings with direct links to SEC documents
• Financial Fundamentals - Pull structured XBRL metrics: revenue, EPS, net income, assets, debt, and more
• Peer Benchmarking - Compare any financial metric across all reporting companies using XBRL Frames
• Insider Ownership - Track Form 3/4/5 insider transaction filings and activity patterns
• All Public Companies - Complete coverage of SEC-registered entities
• Historical Data - Access years of filing history and financial data

4 Analysis Modes

1. Filing Tracker (filing_tracker)

Monitor key SEC filings (10-K annual, 10-Q quarterly, 8-K current reports) for any public company. Returns filing dates, accession numbers, and direct links to documents.

2. Financial Fundamentals (financial_fundamentals)

Pull structured XBRL financial data including revenue, net income, EPS, assets, liabilities, equity, long-term debt, and cash. Returns historical values from 10-K filings.

3. Peer Benchmarking (peer_benchmarking)

Compare any US-GAAP concept across all reporting companies using the XBRL Frames API. Rank companies by revenue, assets, or any financial metric with statistical analysis.

4. Insider Ownership (insider_ownership)

Track Form 3 (initial ownership), Form 4 (changes in ownership), and Form 5 (annual) filings. Analyze insider transaction frequency and recent activity patterns.

Input Parameters

Parameter	Type	Default	Description
mode	string	filing_tracker	Analysis mode to run
companyName	string	Apple	Company name to search
cikNumber	string	``	SEC CIK number (optional, auto-lookup if empty)
concept	string	Revenues	XBRL concept for peer benchmarking
limit	integer	50	Maximum results (1-100)

Example Output

{
    "source": "SEC EDGAR",
    "mode": "financial_fundamentals",
    "companyName": "APPLE INC",
    "cik": "320193",
    "totalRecords": 12,
    "metrics": [
        {
            "concept": "Revenues",
            "latestValueFormatted": "$383.29B",
            "latestPeriod": "2023-09-30"
        }
    ],
    "summary": "APPLE INC (CIK 320193): 12 XBRL metrics found..."
}

Data Sources

• SEC EDGAR XBRL API - https://data.sec.gov/api/xbrl/
• SEC Submissions API - https://data.sec.gov/submissions/
• EDGAR Full-Text Search - https://efts.sec.gov/LATEST/
• All data is freely available under SEC open data requirements

Use Cases

• Equity Research - Pull financial fundamentals without expensive terminal subscriptions
• Competitive Analysis - Benchmark companies against peers on any financial metric
• Insider Trading Signals - Monitor insider buying/selling patterns for investment signals
• Filing Monitoring - Track new SEC filings for portfolio companies or watchlists
• Due Diligence - Comprehensive financial data for M&A or investment due diligence
• Academic Research - Access structured financial data for research studies

Pricing

This actor uses pay-per-event pricing. You are charged $0.05 per successful analysis run. Failed runs are not charged.

API Rate Limits

SEC EDGAR allows 10 requests per second with a required User-Agent header. The actor implements automatic retry with exponential backoff and proper rate limiting for reliability.

Technical Notes

• SEC requires User-Agent header with company name and email for API access
• CIK numbers are zero-padded to 10 digits (e.g., 0000320193)
• XBRL concepts use US-GAAP taxonomy (e.g., Revenues, NetIncomeLoss, Assets)
• XBRL Frames aggregate data across all filers for a given concept and period
• Form types: 10-K (annual), 10-Q (quarterly), 8-K (current), Form 4 (insider)