parsimony-sec-edgar 0.5.0

SEC Edgar connector for the parsimony framework

parsimony-sec_edgar

SEC EDGAR connector plugin for parsimony — public-company filings, financial statements (XBRL), filing documents, and insider trades for U.S. issuers.

Part of the parsimony-connectors monorepo. Distributed standalone on PyPI as parsimony-sec_edgar.

Connectors

Name	Kind	Description
sec_edgar_find_company	connector	Search EDGAR by name, ticker, or CIK. Returns CIK, name, ticker.
sec_edgar_company_profile	connector	Profile for one company: name, CIK, ticker, industry, SIC, fiscal year end.
sec_edgar_income_statement	connector	Income statement from 10-K/10-Q XBRL — multi-period summary or single-filing detailed view.
sec_edgar_balance_sheet	connector	Balance sheet from 10-K/10-Q XBRL — multi-period summary or detailed view.
sec_edgar_cashflow_statement	connector	Cash flow statement from 10-K/10-Q XBRL — multi-period summary or detailed view.
sec_edgar_search_filings	connector	Full-text search across all EDGAR filings, optionally scoped by form and date.
sec_edgar_filings	connector	List filings for a company or across all companies, filtered by form and date.
sec_edgar_company_facts	connector	All XBRL company facts for a company (custom time-series base).
sec_edgar_filing_document	connector	Filing content as markdown by accession number.
sec_edgar_filing_metadata	connector	Form-specific metadata summary for a filing.
sec_edgar_filing_sections	connector	Table of contents (item identifiers + titles) for a filing.
sec_edgar_filing_item	connector	Specific section/item of a filing as text.
sec_edgar_filing_tables	connector	List tables in a filing with caption, type, and shape.
sec_edgar_filing_table	connector	Specific table from a filing as a DataFrame.
sec_edgar_insider_trades	connector	Structured insider transactions (Form 4) for a company.

Install

pip install parsimony-sec_edgar

Pulls in parsimony-core>=0.4,<0.5 automatically. Verify discovery:

python -c "from parsimony import discover; print([p.name for p in discover.iter_providers()])"

Quick start

import asyncio
from parsimony_sec_edgar import CONNECTORS

async def main():
    connectors = CONNECTORS.bind_env()
    result = await connectors["sec_edgar_find_company"](identifier="AAPL")
    print(result.data.head())

asyncio.run(main())

For multi-plugin composition:

from parsimony import discover
connectors = discover.load_all().bind_env()

EDGAR requires a user-agent identity per SEC fair-access policy. Set EDGAR_IDENTITY (or SEC_EDGAR_USER_AGENT) to a string of the form "YourApp [e-mail]" before issuing requests.

Provider

• Homepage: https://www.sec.gov
• EDGAR: https://www.sec.gov/edgar
• Fair-access policy: https://www.sec.gov/os/accessing-edgar-data

License

See LICENSE.