Learn R Programming

fundManageR (version 0.5.0113)

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.

See Also

Other Rank and Filed: get_data_mmf_owned_debt_securities, get_data_recent_insider_trades, get_data_rf_leis, get_data_sec_13F_companies, get_data_sec_filing_entities, get_data_securities_offerings, get_data_us_public_companies

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)

Run the code above in your browser using DataLab