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Overview

The filings and reports dataset provides access to regular annual and quarterly earnings reports, 10-Ks and 10-Qs, 8-K 99.1, 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.

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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.

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How to access this data

REST API

Query with filtering by ticker, ISIN, date, and more.

Webhooks

Subscribe to report.created events for real-time updates.

Snowflake

Query the reports view directly via SQL.

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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.
There are four groups of reports:
  1. Earnings Release
  2. Press Release
  3. Interim Report
  4. Annual Report
  5. Proxy Statement
  6. Registration Statement
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 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 type IDs are not sequential and may change over time as new types are added. Always refer to the document types endpoint for the most up-to-date list of types and their corresponding IDs.