SEC EDGAR Filing Search and US Annual Report Downloader

What It Solves

In US equity audit, compliance, and financial analysis workflows, teams often need SEC EDGAR filings for a specific company and period, while manually resolving CIKs, navigating indexes, and downloading PDF or HTM files is fragmented. This skill turns a Ticker, date range, and form type into a repeatable search and download workflow.

How It Works

• Uses SEC public JSON APIs: resolves AAPL-style tickers to CIKs via company_tickers.json, then queries submissions/CIK...json.
• Provides search and download subcommands for metadata lookup or primary-document retrieval.
• Filters filings by --form, such as 10-K, 10-Q, 8-K, and 20-F, and caps results with --max-records.
• Outputs structured JSON or .xlsx files with fields like document_url, index_url, filing_date, and report_date.

Boundaries and Notes

It focuses on locating and downloading public disclosure documents, not extracting financial metrics or producing audit conclusions. SEC requests require a User-Agent header, and the script should enforce rate limiting around 10 requests per second. Downloaded formats depend on the original filing and are commonly .htm, .html, or occasionally .pdf.