Filings

class calcbench.filing.Filing(**kwargs)
CIK: str
property accession_id: int

calcbench_id should have been accession_id

Return type

int

associated_earnings_press_release_SEC_URL: str
associated_proxy_SEC_URL: str
calcbench_accepted: datetime.datetime
calcbench_finished_load: datetime.datetime
calcbench_id: int
calendar_period: calcbench.api_client.Period
calendar_year: int
document_type: str
entity_id: int
entity_name: str
filing_date: datetime.datetime
filing_sub_type: str
filing_type: calcbench.filing.FilingType
fiscal_period: calcbench.api_client.Period
fiscal_year: int
is_wire: bool

AKA accession_id

is_xbrl: bool
link1: str
link2: str
link3: str
percentage_revenue_change: Optional[float]
period_end_date: datetime.datetime
period_index: int
sec_accession_id: str
sec_html_url: str
standardized_XBRL: bool
this_period_revenue: Optional[float]
ticker: str
class calcbench.filing.FilingType(value)

An enumeration.

BusinessWirePR_filedAfterAn8K = 'BusinessWirePR_filedAfterAn8K'
BusinessWirePR_replaced = 'BusinessWirePR_replaced'
Four24B = 'Four24B'
NT10KorQ = 'NT10KorQ'
S = 'S'
annualQuarterlyReport = 'annualQuarterlyReport'
commentLetter = 'commentLetter'
commentLetterResponse = 'commentLetterResponse'
eightk_conferenceCallTranscript = 'eightk_conferenceCallTranscript'
eightk_earningsPressRelease = 'eightk_earningsPressRelease'
eightk_earningsPressRelease_correction = 'eightk_earningsPressRelease_correction'
eightk_earningsPressRelease_preliminary = 'eightk_earningsPressRelease_preliminary'
eightk_guidanceUpdate = 'eightk_guidanceUpdate'
eightk_monthlyOperatingMetrics = 'eightk_monthlyOperatingMetrics'
eightk_nonfinancial = 'eightk_nonfinancial'
eightk_other = 'eightk_other'
eightk_presentationSlides = 'eightk_presentationSlides'
form_3 = 'form_3'
form_4 = 'form_4'
form_5 = 'form_5'
institutionalOwnsership_13F = 'institutionalOwnsership_13F'
proxy = 'proxy'
calcbench.filing.filings(company_identifiers=[], entire_universe=False, include_non_xbrl=True, received_date=None, start_date=None, end_date=None, filing_types=[])

SEC filings

https://www.calcbench.com/filings

Parameters
  • company_identifiers (Sequence[Union[str, int]]) – list of tickers or CIK codes

  • received_date (Optional[date]) – get all filings received on this date

  • entire_universe (bool) – filings for all companies

  • include_non_xbrl (bool) – include filings that do not have XBRL, 8-Ks, earnings releases etc.

  • received_data – only filings published on this date

  • start_date (Optional[date]) – filings received on or after this date

  • end_date (Optional[date]) – filings received on or before theis date

Usage::
>>> from datetime import date
>>> calcbench.filings(received_date=date.today(), entire_universe=True)
Return type

Iterable[Filing]