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SEC-Data-Project

This project pulls structured SEC data for UTStarcom Holdings Corp and Apple. It demonstrates how to retrieve and process both filing metadata and detailed financial facts.

Output Files:

COMPANY_FILINGS.csv.

Contains a list of all filings returned by the Submissions API for the listed companies in part 1 of the script.

These include:

  • Form type (e.g., 20-F, 6-K)
  • Filing date
  • Accession number
  • Primary document
  • Company name and CIK

COMPANY_FACTS.csv

Contains all structured DEI and US GAAP facts available through the Company Facts API:

  • Concept name (e.g., Assets, EntityPublicFloat)
  • Value
  • Fiscal period start/end
  • Filing date
  • Form type (e.g., 20-F)
  • Unit (e.g., USD, shares)
  • CIK and company name (added for visual clarity)

How It Works: The main script:

  • Accepts one or more company CIKs
  • Queries both the Submissions and Company Facts APIs
  • Outputs cleaned, analysis-ready CSVs
  • Is modular and ready for expansion to additional companies or more advanced analysis

This project was completed in Jupiyter.

To run outside:

You will need:

pip install requests pandas
python sec_data_etl.py

About

Pulling SEC filing data for desired companies into CSV for comparison. Will expand in future iteration.

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