get_data_sec_filer: 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

get_data_sec_filer(entity_names = NULL, tickers = NULL, ciks = NULL, tables = NULL, nest_data = TRUE, parse_all_filing_url_data = FALSE, parse_xbrl_filings = FALSE, parse_subsidiaries = TRUE, parse_13Fs = TRUE, parse_asset_data = TRUE, parse_small_offering_data = TRUE, 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

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_filings

TRUE parse XBRL for public companies, data starts in 2009

parse_subsidiaries

TRUE parse all filer subsidiaries (default)

parse_13Fs

TRUE parse 13F's for institutional managers

parse_asset_data

TRUE parses ABS XML for ABS Asset Data filing entities (default)

parse_small_offering_data

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

Value

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

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.

Other SEC: get_data_mmf_owned_debt_securities, get_data_recent_insider_trades, get_data_rf_leis, get_data_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_sec_xbrl_periods, get_data_securities_offerings, get_data_us_public_companies, get_dictionary_sec_filing_codes, get_dictionary_sec_form_codes

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_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_sec_xbrl_periods, get_data_securities_offerings, get_data_us_public_companies, get_data_ycombinator_alumni

Other fund search: get_data_sec_investment_companies

Examples

Run this code

## Not run: 
# get_data_sec_filer(entity_names = 'HLT Holdco', tickers = c('BX', 'FB'),
# nest_data = TRUE, parse_subsidiaries = TRUE,
# parse_13Fs = TRUE, assign_to_environment = TRUE,
# return_message = TRUE)
# 
# ## Small Asset Filer Example
# 
# ## ABS Example
# 
# #XBRL Example
# 
# ## End(Not run)

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