derivativeHoldingsPullAndScrape: derivativeTransactionsPullAndScrape

Description Usage Arguments Value Examples

View source: R/derivativeHoldingsPullAndScrape.R

Description

The function takes the specifieid quarter (1-4), year (2004- 2021), and form type (4 or 5) and returns a dataframe of all the derivative holdings that meet the keyword crtiera from the specified financial quarter. If no criteria is set, all holdings from the financial quarter are scraped. Note that the logic for the keywords is "OR." Thus if a user sets multiple footnoteKeywords and a keyword for issuerKeywords, if a holding has only one of the footnoteKeywords and none of the issuerKeywords, the holding will still be scraped.

Usage

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derivativeHoldingsPullAndScrape(
  quarter,
  year,
  form,
  name,
  email,
  footnoteKeywords = NA,
  issuerKeywords = NA,
  issuerTradingSymbol = NA,
  rptOwnerKeywords = NA
)

Arguments

quarter

Specify the financial reporting quarter. Options are 1, 2, 3, and 4.

year

Specify the calendar year. Options range from 2004 to present.

form

Specify the form type. Options are 4 or 5.

name

Specify your name. This is required by the SEC.

email

Specify your email. This is required by the SEC.

footnoteKeywords

The character vector containing any specified key words to be searched in the form's footnotes. Default is NA.

issuerKeywords

The character vector containing any specified key words to be searched within the issuer block. Criteria can include the firms CIK or name. Values must be captilized to match against SEC values. Default value is NA.

issuerTradingSymbol

The character vector containing any specified stock tickers. Values must be captilized to match against SEC values. Default value is NA.

rptOwnerKeywords

The character vector contianing any specified key words to be searched within the rptOwner block. Values must be captilized to match against SEC values. Additionally, the format is LAST NAME, FIRST NAME. The criteria can include the individuals CIK, address, or name. Default value is NA.

Value

A dataframe containing containing the scraped information where each row represents a derivative holding The holding observations can be grouped by form through the URL variable within the dataframe.

Examples

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dat <- derivativeHoldingsPullAndScrape(quarter = 3, year = 2012, form = 4,
name = "Your Name", email = "yourEmail@yourEmail.com",
footnoteKeywords = c("gift", "charity"))

insiderTrades documentation built on Oct. 5, 2021, 1:06 a.m.