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].
get_data_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)vector names to search
character vector of ticker symbols to search
numeric vector of CIKs
tables to include if they exist
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
return a nested data frame TRUE, FALSE
TRUE parses every SEC fling link
TRUE parse XBRL for public companies, data starts in 2009
TRUE parse all filer subsidiaries (default)
TRUE parse 13F's for institutional managers
TRUE parses ABS XML for ABS Asset Data
filing entities (default)
TRUE parses Regulation CrowdFunding
Form 1-A data if any exists for a filer (default)
true assigns individual data frames to your environment
TRUE return a message after data import
where nest_data is TRUE a nested data_frame by asset,
where nest_data is FALSE a data_frame
The function acquires information for the specified tables and will auto parse forms if the filer has them and the user activates these parameters.
Other SEC: get_data_edgar_filing_streams,
get_data_mmf_owned_debt_securities,
get_data_recent_insider_trades,
get_data_rf_leis,
get_data_rf_sec_13F_companies,
get_data_sec_bankruptcies,
get_data_sec_broker_dealers,
get_data_sec_ciks,
get_data_sec_closed_end_funds,
get_data_sec_cusips,
get_data_sec_failed_to_deliver_securities,
get_data_sec_filing_entities,
get_data_sec_foia_requests,
get_data_sec_investment_companies,
get_data_sec_money_market_funds,
get_data_sec_municipal_advisors,
get_data_sec_securities_filing_counts,
get_data_sec_securities_metrics_by_exchange,
get_data_securities_offerings,
get_data_us_public_companies,
get_dictionary_sec_filing_codes,
get_dictionary_sec_form_codes,
get_dictionary_sic_codes
Other Rank and Filed: get_data_mmf_owned_debt_securities,
get_data_recent_insider_trades,
get_data_rf_leis,
get_data_rf_sec_13F_companies,
get_data_sec_filing_entities,
get_data_securities_offerings,
get_data_us_public_companies
Other entity search: get_data_adv_managers_current_period_summary,
get_data_adv_managers_filings,
get_data_adv_managers_metadata,
get_data_adv_managers_periods_summaries,
get_data_finra_entities,
get_data_nareit_entities,
get_data_reit_funds,
get_data_rf_leis,
get_data_rf_sec_13F_companies,
get_data_sec_bankruptcies,
get_data_sec_broker_dealers,
get_data_sec_ciks,
get_data_sec_closed_end_funds,
get_data_sec_cusips,
get_data_sec_filing_entities,
get_data_sec_investment_companies,
get_data_sec_money_market_funds,
get_data_sec_municipal_advisors,
get_data_securities_offerings,
get_data_us_public_companies,
get_data_ycombinator_alumni
Other fund search: get_data_sec_investment_companies
# NOT RUN {
get_data_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
# }
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