Version 4.0.1

Fixed

• Downloads will no longer halt prematurely if a filing document (full or detail) cannot be found (e.g. when the EDGAR Search API outputs incorrect download URLs). Now, the package will automatically catch such network errors, print a helpful warning message, and then proceed to download the remaining filings.

Version 4.0.0

This is a major breaking release. Please see the v4 migration guide for information on how to upgrade and adapt your existing codebase to the new package version.

Added

• The SEC Edgar Full-Text Search API is now used to fetch filing download URLs. This approach replaces the existing fragile scraping and ATOM RSS implementation used in existing versions of this package.
  • Note: this API only allows for fetching filings after December 1, 2000.
• Added support for searching and downloading filings via a query kwarg:

dl = Downloader()
# Download all Apple proxy statements that contain the word "antitrust"
dl.get("DEF 14A", "AAPL", query="antitrust")

• Filing details, whose extensions vary based on filing type, are now downloaded in addition to the full submission txt file. See the migration guide for information on the revamped folder structure.
• Added the ability to download all available SEC filings. Please see the README for a full list of all supported filings.
• Path objects can now be used to specify a download_folder when constructing a Downloader object.
• Added type annotations throughout the codebase.

Changed

• The current working directory is now used as the default download location. Custom paths can be specified when constructing Downloader objects.
• All arguments passed to dl.get() other than filing and ticker_or_cik must be used with a keyword:

dl = Downloader()
dl.get(
    "10-K",
    "AAPL",
    # All other arguments must be used with a keyword
    amount=1,
    after="2019-01-01",
    before="2021-01-01",
    include_amends=True,
    download_details=True,
    query="sample query"
)

• The after_date, before_date, and num_filings_to_download kwargs have been renamed to after, before, and amount, respectively.

Version 3.0.5

Added

• Added support for DEF 14A filings (proxy statements).
• Added tox.ini and Makefile to distribution package.

Fixed

• Fixed a failing test in the distributed package due to missing sample filings test data.

Version 3.0.4

Added

• Added support for 20-F filings.

Version 3.0.3

Added

• Added support for form 4 filings.

Version 3.0.2

Added

• Added a 0.15s delay to download logic in order to prevent rate-limiting by SEC Edgar.

Version 3.0.1

Added

• Added support for S-1 filings.

Version 3.0.0

Added

• Added the ability to download more than 100 filings.
• Added the ability to specify an after_date argument to the get method. Example usage:

from sec_edgar_downloader import Downloader
dl = Downloader()

# Get all 8-K filings for Apple after January 1, 2017 and before March 25, 2017
dl.get("8-K", "AAPL", after_date="20170101", before_date="20170325")

• Added a supported_filings property to the Downloader class, which gets a list of all filings supported by the sec_edgar_downloader package. Example usage:

from sec_edgar_downloader import Downloader
dl = Downloader()

dl.supported_filings

Changed

• Package has been completely re-written from the ground up.
• The Downloader class now has a single get entry point method. This change was made to improve and ease maintainability. Here is the new stub for the get method:

class Downloader:
    def get(
        self,
        filing_type,
        ticker_or_cik,
        num_filings_to_download=None,
        after_date=None,
        before_date=None,
        include_amends=False
    )

Example usage of the new method:

from sec_edgar_downloader import Downloader
dl = Downloader()

# Get all 8-K filings for Apple
dl.get("8-K", "AAPL")

Removed

• Replaced retrieval methods for each filing type with a single point of entry. The bulk method get_all_available_filings has also been removed, so any bulk actions need to be completed manually as follows:

# Get the latest supported filings, if available, for Apple
for filing_type in dl.supported_filings:
    dl.get(filing_type, "AAPL", 1)

# Get the latest supported filings, if available, for a
# specified list of tickers and CIKs
symbols = ["AAPL", "MSFT", "0000102909", "V", "FB"]
for s in symbols:
    for filing_type in dl.supported_filings:
        dl.get(filing_type, s, 1)

Version 2.2.1

• Added support for form 10-KSB.
• Added docs and tests to PyPI distribution package.
• Locked the requests dependency to v2.22.0 or greater to ensure optimal performance and compatibility.

Version 2.2.0

• sec-edgar-downloader is now fully documented 🎉. You can view the latest documentation at sec-edgar-downloader.readthedocs.io.
• Changed file encoding for filing downloads from utf-8 to ascii. This switch was made because SEC filings should be submitted in ASCII format.
• Locked the lxml dependency to v4.3.4 or greater to fix Python 3.8 install issues.