sec_filer: SEC filer

In abresler/fundManageR: Investment management toolkit for R

SEC filer

Description

This is function imports data for a specified SEC filing entity. An SEC filing entity can be a person, public company or private filer. This function requires that the entity has a Central Index Key [CIK].

Usage

sec_filer(
  entity_names = NULL,
  tickers = NULL,
  ciks = NULL,
  tables = NULL,
  nest_data = FALSE,
  parse_all_filing_url_data = FALSE,
  parse_xbrl = FALSE,
  parse_subsidiaries = FALSE,
  parse_13F = FALSE,
  parse_asset_files = FALSE,
  parse_small_offerings = FALSE,
  parse_complete_text_filings = FALSE,
  parse_form_d = FALSE,
  parse_form_3_4s = FALSE,
  assign_to_environment = TRUE,
  return_message = TRUE
)

Arguments

entity_names	vector names to search
tickers	character vector of ticker symbols to search
ciks	numeric vector of CIKs
tables	tables to include if they exist NULL, General, CIK Filings, Filings, Private Offerings, Related Parties, Traders, C Level, MDA, Owners, Insider Trades, Trades NULL: selects all tables General: general information about the filer CIK Filings: summarised filings for a CIK Filings: summarised filings for an entity, slightly different than CIK Filings Private Offerings: parses any private offerings Related Parties: parses any related parties [people] Traders: parses major traders C Level: parses information about executives MDA: parses text from company 10-K Management Discussion and Analysis [MDA] section Owners: parses information about major owners Insider Trades: parses insider trade information Trades: parses all trade information
nest_data	return a nested data frame TRUE, FALSE
parse_all_filing_url_data	TRUE parses every SEC fling link
parse_xbrl	TRUE parse XBRL for public companies, data starts in 2009
parse_subsidiaries	TRUE parse all filer subsidiaries (default)
parse_13F	TRUE parse 13F's for institutional managers
parse_asset_files	TRUE parses ABS XML for ABS Asset Data filing entities (default)
parse_small_offerings	TRUE parses Regulation CrowdFunding Form 1-A data if any exists for a filer (default)
assign_to_environment	true assigns individual data frames to your environment
return_message	TRUE return a message after data import

Details

The function acquires information for the specified tables and will auto parse forms if the filer has them and the user activates these parameters.

Value

where nest_data is TRUE a nested tibble by asset, where nest_data is FALSE a tibble

See Also

Other SEC: dictionary_sec_filing_codes(), dictionary_sec_form_codes(), dictionary_sic_codes(), edgar_filing_streams(), mmf_owned_debt_securities(), recent_insider_trades(), rf_leis(), rf_sec_13F_companies(), sec_bankruptcies(), sec_broker_dealers(), sec_ciks(), sec_closed_end_funds(), sec_cusips(), sec_failed_to_deliver_securities(), sec_filing_entities(), sec_foia_requests(), sec_investment_companies(), sec_money_market_funds(), sec_municipal_advisors(), sec_securities_filing_counts(), sec_securities_metrics_by_exchange(), sec_xbrl_periods(), securities_offerings(), us_public_companies()

Other Rank and Filed: mmf_owned_debt_securities(), recent_insider_trades(), rf_leis(), rf_sec_13F_companies(), sec_filing_entities(), securities_offerings(), us_public_companies()

Other entity search: adv_managers_current_period_summary(), adv_managers_filings(), adv_managers_metadata(), adv_managers_periods_summaries(), finra_entities(), nareit_entities(), reit_funds(), rf_leis(), rf_sec_13F_companies(), sec_bankruptcies(), sec_broker_dealers(), sec_ciks(), sec_closed_end_funds(), sec_cusips(), sec_filing_entities(), sec_investment_companies(), sec_money_market_funds(), sec_municipal_advisors(), sec_xbrl_periods(), securities_offerings(), us_public_companies(), ycombinator_alumni()

Other fund search: sec_investment_companies()

Examples

## Not run: 
sec_filer(entity_names = 'HLT Holdco', tickers = c('FB'),
nest_data = TRUE, parse_subsidiaries = TRUE, parse_all_filing_url_data = TRUE,
parse_13F = TRUE, assign_to_environment = TRUE,
return_message = TRUE)

## Small Asset Filer Example

## ABS Example

#XBRL Example


## End(Not run)

abresler/fundManageR documentation built on April 1, 2024, 5:46 p.m.