Bug: Not Capturing 10-K Item 1 text

[hadoopjax]

I've been running some tests on "Item 1" extraction across multiple symbols and have found a few that don't get picked up in the code blow.

Code:

symbol = "PR" #EE also has this behavior if you need another test
filing = Company(symbol).get_filings(form="10-K").latest(1)

tenk = filing.obj()
output = tenk['Item 1']

[dgunning]

There are 2 different issues. The items for Permian Energy the items are mostly accurate except for the first item which says Items 1 and 2. Will have to figure out to handle that one

filing = Filing(company='Permian Resources Corp', 
                cik=1658566, 
                form='10-K',
                filing_date='2024-02-29', 
                accession_no='0001658566-24-000018')
tenk=filing.obj()
tenk.items

['Item 1A',
 'Item 1B',
 'Item 1C',
 'Item 3',
 'Item 4',
 'Item 5',
 'Item 6',
 'Item 7',
 'Item 7A',
 'Item 8',
 'Item 9',
 'Item 9A',
 'Item 9B',
 'Item 9C',
 'Item 10',
 'Item 11',
 'Item 12',
 'Item 13',
 'Item 14',
 'Item 15',
 'Item 16']

[dgunning]

The second one for Excelerate Energy seems like a straightforward miss, so I will focus on that one first

[dgunning]

The Excelerate fix is done, and being tested

For Permian I'm not sure what to do about it using the current item detection method

[dgunning]

Fixed in 2.21.1

• the issue with not detecting Items in normal Items "Item 1: Business" Not fixed is Items 1 and 2: Business and Properties. The issue is that this has to be detected semantically and we need to think about it. Maybe we need to create a separate ticket