dgunning / edgartools

Python library for working with SEC Edgar
MIT License
324 stars 70 forks source link

Get latest press release per company / query by attachment name and date #34

Closed paulommaia closed 3 months ago

paulommaia commented 4 months ago

I think press releases are typically encoded as EX 99.1, which is an attachment of 8-K. This worked for me in ~200 out of 500 companies, by iterating through every 8-K and checking for that - but the other ones were missing

Is there an easier way to get the latest press release per company?

There are functions to get the latest 8-K but this doesn't always have the correct attachment

dgunning commented 4 months ago

Thanks for the suggestion. I will look into it, maybe add press release as a property of 8-Ks

dgunning commented 4 months ago

Not all 8-K's have a Press Release attached, as your numbers show. I have added a property called press_release that will return the press release if it has one

filings = get_filings(form='8-K')
filiing = filings[0]
eightk = filing.obj()
press_release = eight.press_release
dgunning commented 4 months ago

I have completed and tested this feature. Will release tomorrow

dgunning commented 3 months ago

Released version 2.11.0

paulommaia commented 3 months ago

Thanks for the quick update, I've actually found that some companies name the press release as EX 99 and not EX 99.1, see for example ACN:

cik = 'ACN'
after = '2023-01-01'
filings = Company(cik).get_filings(form="8-K").filter(date=f"{after}:")

NEWS RELEASE OF ACCENTURE, DATED DECEMBER 19, 2023 fy24q1earnings8-kexhibit.htm EX-99 324.4 KB

So we need to check for both. Maybe they aggregate all EX.* exhibits under the same in this case

dgunning commented 3 months ago

OK. Good catch. Will look into this.

dgunning commented 3 months ago

There are many different ways to label Exhibit 99.

ExhibitCounts
dgunning commented 3 months ago
PressRelease
dgunning commented 3 months ago

Released 2.13.0

eightk = filing.obj()

# if press release present
press_releases:PressReleases = eightk.press_releases
press_release:PressRelease = press_releases[0]
dgunning commented 3 months ago

Fixed in 2.13.0