Articles and tutorials with ready-to-execute source code designed to assist you in navigating the world of SEC filings and datasets.
Learn about the content and concepts of auditor attestation of internal control over financial reporting (ICFR) requirements under the Sarbanes-Oxley Act (SOX) and their implications for public companies when disclosed in Form 10-K and 10-Q filings.
Stock price reactions to Item 4.02 disclosures between 2004 and 2023 with cumulative abnormal returns (CARs), and analysis of auditor involvements, disclosed information and seasonal patterns.
Understand the disclosure requirements for Item 4.01 in SEC Form 8-K filings under Regulation S-K, covering changes in independent accountants and associated consultations as per Items 304(a)(1) to (a)(3).
Learn how to download and convert SEC EDGAR filings and exhibits, such as 10-Ks, 8-Ks, and Form 4 filings, into PDFs using the PDF Generator API, while preserving original formatting, images, and tables for easy sharing and printing.
Find SEC Form 8-K filings and the URLs of Exhibit 99 files to download them using Python. Filter 8-K filings and Exhibit 99 files by triggering event category, filing date, and company tickers and more.
A first empirical explanation for the Halloween effect, linking seasonal SEC filing patterns to stock market performance.
Learn how to apply the Fama-French factor model to the monthly returns of the QQQ ETF from 2006 to 2023, and analyze the impact of the factors on the ETF's performance.
Learn how to calculate test statistics and p-values, what statistical tests to choose for what type of dataset, and how to perform hypothesis testing on financial data using Python.
Analyze investment manager and hedge fund performances with Python using Form 13F filings. Find the top performing funds, visualize performance and risk metrics, compare asset growth against benchmarks, and assess fund survival rates.
Analyze 8-K filings and material event disclosure activity with Python, and learn how to extract and visualize the most frequent 8-K event types and their trends over time.
Extract and analyze the federal funds rate predictions by FOMC meeting participants. From data retrieval and cleaning to visualizing multi-year forecasts in a heatmap.
Analyze EDGAR filing volume from 1994-2022 across dimensions like form types, sectors, and SEC offices, visualized with charts and insights on trends and anomalies.
Use Python to analyze SEC EDGAR filer trends across sectors, SIC codes, and SEC offices using visualization techniques like bar charts and heatmaps, while uncovering early warning signs of major market events such as the dot-com bubble, 2008/09 financial crisis, and the 2021 SPAC boom.
Learn how to find, download and analyze SEC Comment letters from the EDGAR database with Python, BERTopic, pandas and various APIs.
Download and save 10-K and 10-Q SEC filings to your local disk with Python, and learn how to convert any EDGAR filing to PDFs.
Download financial reports as Excel files attached to 10-K and 10-Q filings with Python, and learn how to search and filter the EDGAR database.
Extract revenue by product categories and regions from 10-K filings and XBRL data, and visualize the data over time in bar charts with Python.
Extract income statements from 10-Ks, convert them into dataframes, and visualize revenue metrics by product categories and geographical regions.
Learn how to extract content from SEC EDGAR 10-K filings and use pandas to convert extracted financial statements from HTML tables into dataframes.
This Python tutorial demonstrates how to download all SEC 10-K filings of Russell 3000 companies from the EDGAR database.
Learn how to extract counterparties of swap derivatives disclosed in SEC N-PORT filings using Python.
The tutorial explains how to find all URLs of XML files attached to SEC EDGAR filings to download the identified XML files with Python.
An overview of commonly used Lucene query expressions with examples.