fundManageR (version 0.5.02210501)

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

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

• 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

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 SEC: data_rf_leis, dictionary_sec_filing_codes, dictionary_sec_form_codes, dictionary_sic_codes, edgar_filing_streams, mmf_owned_debt_securities, recent_insider_trades, 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, securities_offerings, us_public_companies

Other Rank and Filed: data_rf_leis, mmf_owned_debt_securities, recent_insider_trades, 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, data_rf_leis, finra_entities, nareit_entities, reit_funds, 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, 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

# }