getMgmtDisc: Retrieves management's discussion and analysis section

In edgar: Tool for the U.S. SEC EDGAR Retrieval and Parsing of Corporate Filings

Retrieves management's discussion and analysis section

Description

getMgmtDisc retrieves "Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations" section of firms from annual statements based on CIK number and filing year.

Usage

getMgmtDisc(cik.no, filing.year, useragent)

Arguments

cik.no	vector of firm CIK numbers in integer format. Suppress leading zeroes from CIKs.
filing.year	vector of four digit numeric year
useragent	Should be in the form of "YourName [e-mail]"

Details

getMgmtDisc function takes firm CIK(s) and filing year(s) as input parameters from a user and provides "Item 7" section extracted from annual statements along with filing information. The function imports annual filings downloaded via getFilings function; otherwise, it downloads the filings which are not already been downloaded. It then reads, cleans, and parse the required section from the filings. It creates a new directory with the name "edgar_MgmtDisc" in the current working directory to save scrapped "Item 7" sections in text format. It considers "10-K", "10-K405", "10KSB", and "10KSB40" form types as annual statements. User must follow the US SEC's fair access policy, i.e. download only what you need and limit your request rates, see www.sec.gov/os/accessing-edgar-data.

Value

Function saves scrapped "Item 7" section from annual filings in "MD&A section text" directory present in the working directory. The output dataframe contains information on CIK number, company name, date of filing, and accession number. For a successful extraction of M&A section, 'extract.status' column returns 1, other return 0 for failed extraction.

Examples

## Not run: 

output <- getMgmtDisc(cik.no = c(1000180, 38079), filing.year = 2005, useragent)

## saves scrapped "Item 7" section from 10-K filings for CIKs in 
## "MD&A section text" directory present in the working directory. 
## Also, it provides filing information in the output datframe.

output <- getMgmtDisc(cik.no = c(1000180, 38079), 
                      filing.year = c(2005, 2006), useragent)

## End(Not run)

edgar documentation built on April 3, 2025, 7:47 p.m.