Pulling Period of Report / Reporting Period for filings

[gweifu]

Hey everyone, I'm very new to all of this, so apologies in advance if this is a dumb question...

I'm attempting to use Python and edgartools to pull certain information by accession number. My current script is as follows:

from edgar import *
set_identity("John Smith johnsmith@gmail.com")

filing = get_by_accession_number("0000895421-24-000436")

print(filing)

The script returns the form, filing_date, company, cik, and accession_no for the filing. This contains most of the information I'm seeking, but it is does not contain the Period of Report / Reporting period.

In this example, the filing_date is 2024-08-16 and the period of report is 2024-03-31. The period of report can be identified using filing.header, filing.attachments, filing.obj, and filing.full_text_submission, but I have been unable to find a way to extract the date at scale.

Thanks for the help!

[dgunning]

The get_filings function uses the main filing indexes which only contain form, filing_date, company, cik, and accession_no for the filing.

The company filings data contains the reportDate so if you want to get the report date for filing for a give company first get the company then use that data.

c = Company(895421)
df = c.filings.to_pandas().query("reportDate !=''")
df

I'm assuming that by 'at scale' you need a performant way to get thousands of filings with report date. It might be faster to go through the companies especially if you use local storage and download company data.

[gweifu]

Makes sense, thank you! I appreciate the quick response!