claude-scientific-skills/scientific-skills/edgartools/references/companies.md

edgartools — Companies Reference

Table of Contents

• Finding Companies
• Company Properties
• Filing Access
• Financial Data Methods
• Company Screening
• Advanced Search
• Company API Reference
• Error Handling

---

Finding Companies

By Ticker (case-insensitive)

from edgar import Company
company = Company("AAPL")
company = Company("aapl")  # same result

By CIK (fastest, most reliable)

company = Company(320193)
company = Company("320193")
company = Company("0000320193")  # zero-padded

By Name Search

from edgar import find
results = find("Apple")
# Returns list: use results[0] or iterate
for c in results:
    print(f"{c.ticker}: {c.name}")
apple = results[0]

Multiple Share Classes

brk_a = Company("BRK-A")  # Class A
brk_b = Company("BRK-B")  # Class B
# Both share the same CIK

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Company Properties

company = Company("MSFT")
company.name             # "Microsoft Corporation"
company.cik              # 789019
company.display_name     # "MSFT - Microsoft Corporation"
company.ticker           # "MSFT"
company.tickers          # ["MSFT"] (list of all tickers)
company.industry         # "SERVICES-PREPACKAGED SOFTWARE"
company.sic              # "7372"
company.fiscal_year_end  # "0630" (June 30)
company.exchange         # "Nasdaq"
company.website          # "https://www.microsoft.com"
company.city             # "Redmond"
company.state            # "WA"
company.shares_outstanding  # float (from SEC company facts)
company.public_float        # float in dollars
company.is_company          # True
company.not_found           # False if found

---

Filing Access

get_filings()

# All filings
filings = company.get_filings()

# Filter by form type
annual = company.get_filings(form="10-K")
multi = company.get_filings(form=["10-K", "10-Q"])

# Filter by date
recent = company.get_filings(filing_date="2023-01-01:")
range_ = company.get_filings(filing_date="2023-01-01:2023-12-31")

# Filter by year/quarter
q4 = company.get_filings(year=2023, quarter=4)
multi_year = company.get_filings(year=[2022, 2023])

# Other filters
xbrl_only = company.get_filings(is_xbrl=True)
original = company.get_filings(amendments=False)

Parameters:

• form — str or list of str
• year — int, list, or range
• quarter — 1, 2, 3, or 4
• filing_date / date — "YYYY-MM-DD" or "YYYY-MM-DD:YYYY-MM-DD"
• amendments — bool (default True)
• is_xbrl — bool
• is_inline_xbrl — bool
• sort_by — field name (default "filing_date")

Returns: EntityFilings collection

latest()

latest_10k = company.latest("10-K")          # single Filing
latest_3 = company.latest("10-Q", 3)         # list of Filings

Convenience Properties

tenk = company.latest_tenk   # TenK object or None
tenq = company.latest_tenq   # TenQ object or None

---

Financial Data Methods

# Annual (from latest 10-K)
financials = company.get_financials()

# Quarterly (from latest 10-Q)
quarterly = company.get_quarterly_financials()

# XBRL facts
facts = company.get_facts()  # Returns EntityFacts

---

Company Screening

import pandas as pd
from edgar import Company

tickers = ["AAPL", "MSFT", "NVDA", "AMZN", "META"]
rows = []
for ticker in tickers:
    company = Company(ticker)
    rows.append({
        'ticker': ticker,
        'name': company.name,
        'industry': company.industry,
        'shares_outstanding': company.shares_outstanding,
        'public_float': company.public_float,
    })

df = pd.DataFrame(rows)
df = df.sort_values('public_float', ascending=False)

# Filter mega-caps (float > $1T)
mega_caps = df[df['public_float'] > 1e12]

---

Advanced Search

By Industry (SIC code)

from edgar.reference import get_companies_by_industry
software = get_companies_by_industry(sic=7372)

By Exchange

from edgar.reference import get_companies_by_exchanges
nyse = get_companies_by_exchanges("NYSE")
nasdaq = get_companies_by_exchanges("Nasdaq")

By State

from edgar.reference import get_companies_by_state
delaware = get_companies_by_state("DE")

---

Company API Reference

Constructor

Company(cik_or_ticker: Union[str, int])

Raises CompanyNotFoundError if not found.

Address Methods

addr = company.business_address()
# addr.street1, addr.city, addr.state_or_country, addr.zipcode

addr = company.mailing_address()

Utility Methods

ticker = company.get_ticker()       # primary ticker
exchanges = company.get_exchanges() # list of exchange names
company_data = company.data         # EntityData with former_names, entity_type, flags

Factory Functions

from edgar import get_company, get_entity
company = get_company("AAPL")   # same as Company("AAPL")
entity = get_entity("AAPL")

---

Error Handling

from edgar import Company

try:
    company = Company("INVALID")
except Exception as e:
    # fallback to search
    results = find("Invalid Corp")
    if results:
        company = results[0]

# Check if found
company = Company("MAYBE_INVALID")
if company.not_found:
    print("Not available")
else:
    filings = company.get_filings()

---

Batch Processing

tickers = ["AAPL", "MSFT", "GOOGL"]
companies = []

for ticker in tickers:
    try:
        company = Company(ticker)
        companies.append({
            'ticker': ticker,
            'name': company.name,
            'cik': company.cik,
            'industry': company.industry,
        })
    except Exception as e:
        print(f"Error with {ticker}: {e}")

Performance Tips

1. Use CIK when possible — faster than ticker lookup
2. Cache Company objects; avoid repeated API calls
3. Filter filings with specific parameters in get_filings()
4. Use reasonable date ranges to limit result sets