SEC Meta

A Python package for fetching SEC EDGAR filings data for companies by ticker symbol or CIK number.

Overview

SEC Meta provides a simple and efficient way to retrieve SEC filing data from the EDGAR database. It supports searching by:

• Company ticker symbols (e.g., AAPL, MSFT)
• CIK numbers
• Lists of companies from CSV files

Features

• Multiple Search Options: Search by ticker, CIK, or CSV file containing multiple companies
• Form Filtering: Filter by specific filing types (10-K, 10-Q, 8-K, etc.)
• Date Range: Limit results to specific years
• Command Line Interface: Use directly from the terminal
• Python API: Integrate into your Python scripts and applications
• SEC Compliant: Built-in user-agent handling for SEC API requirements

Installation

Install from PyPI:

pip install secmeta

Usage

Command Line Interface

# Get filings for a ticker
secmeta AAPL -c "Your Name <your@email.com>"

# Get filings for multiple tickers
secmeta AAPL MSFT GOOGL -c "Your Name <your@email.com>"

# Get filings from a CSV file
secmeta -i companies.csv -c "Your Name <your@email.com>"

# Filter by form type and date range
secmeta AAPL --form 10-K --year-from 2020 --year-to 2025 -c "Your Name <your@email.com>"

Python API

from secmeta import Submissions

# Get filings by CIK
df_cik = Submissions(
    cik="0001288776",  # Google's CIK
    form="10-K", 
    name="John Doe", 
    email="example@email.com"
).to_dataframe()

# Get filings by ticker
df_ticker = Submissions(
    ticker="GOOGL", 
    form="10-K", 
    name="John Doe", 
    email="example@email.com"
).to_dataframe()

# Get filings from a CSV file
df_csv = Submissions(
    csv_path="input_companies.csv", 
    form="10-K", 
    name="John Doe", 
    email="example@email.com"
).to_dataframe()

CSV Input Format

For the -i option or csv_path parameter, your CSV file should contain company identifiers:

cik
0001288776
0000320193

or

ticker
AAPL
GOOGL

Requirements

• Python 3.8+
• pandas
• requests

SEC API Requirements

The SEC requires all EDGAR API users to identify themselves with a user-agent string including a name and email. You can provide this with:

# As credentials parameter
secmeta AAPL -c "Your Name <your@email.com>"

# Or as separate name and email
secmeta AAPL --name "Your Name" --email "your@email.com"

License

This project is licensed under the MIT License - see the LICENSE file for details.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Disclaimer

This tool is not affiliated with the U.S. Securities and Exchange Commission (SEC). When using this tool, please respect the SEC's fair access policy.