Filings and reports
Historical reports from companies
Overview
The filings and reports dataset provides access to regular annual and quarterly earnings reports, 10-Ks and 10-Qs, and unique events like conferences, capital market days, annual general meetings, and M&A announcements. Each report is associated with a company and updated in the dataset when available.
How it works
The reports are provided in PDF format, which is widely supported by most devices and operating systems. The data is sourced from a variety of public sources, such as company websites, regulatory filings, and news outlets. The reports are processed and indexed to ensure easy retrieval and access.
How to access the data
The API allows you to query the filings and reports dataset using a variety of parameters, such as ticker, ISIN, date, and more. You can also use the API to retrieve a list of all reports available in the dataset. For more information on how to use the API, see the API reference.
If you have a subscription to all documents we offer, you can retrieve all documents in a single request using the Document endpoints.
The data is served through a global CDN, ensuring low latency and high availability. The URL is unique to each file and customer. It should not be shared with others or altered in any way as it may result in a loss of access.
API Reference
Explore the Report API endpoints.
Types and groups
There are two main ways to categorize reports: by type and by group. For most users, the groups are sufficient for filtering reports.
Document Groups
Document Groups
There are four groups of reports:
-
Earnings Release
-
Press Release
-
Interim Report
-
Annual Report
The earnings releases are technically a subset of press releases, but they have been separated since the use cases for the two are usually very different. The interim reports are usually either quarterly or semi-annual reports, while the annual reports are yearly reports.
In some countries, such as the US, the annual reports are also known as 10-K filings. These replace the quarterly 10-Q filings for last quarter of the fiscal year. The API allows you to specify multiple values and capture all reports that match any of the specified groups.
The integer values for the groups are used in the API requests to filter the reports. For example, to retrieve all annual reports, you would use the documentGroupIds query parameter with a value of 4.
Document Types
Document Types
Document types are more granular than groups and are used to filter reports by specific types. The groups are effectively a higher level grouping of the types. Since we constantly add new types, we recommend using the groups for most use cases.
The types include, but are not limited to: 8-K, 10-Q and 10-K.
The types are used in the API requests to filter the reports. For example, to retrieve all 10-K reports, you would use the typeIds query parameter with a value of 11.
The available types can be found in the document types endpoint. The endpoint also returns which group each type belongs to.