Coverage
What each endpoint group covers. Counts, distributions, and the limits around them.Not finding what you're looking for? Navigate our platform — it uses the same data. Open our platform.
Entities
Listings we publish, by category and venue, and how often a CIK, LEI, FIGI, or EDINET code is on the row.
- 1,569,911ListingsRows in the serving catalog snapshot.
- 961,937With a CIK
- 447,229With an LEI
- 70,536With a FIGI
- 15,347With an EDINET code
- 237VenuesDistinct exchange codes.
- 991,928On SEC filingsDistinct CIKs named on a filing, including issuers, funds, and people.
- 11,374On EDINET filingsDistinct companies named on an English EDINET filing.
Listings by category
One row is one listing. An issuer with several lines is several rows.
Listings by venue
The twelve venues with the most listings. exchange_code is the OpenFIGI venue code.
Categories on a row
autocomplete category, with the listing count from the serving snapshot.
| Category | Listings | Who it is |
|---|---|---|
| Private companies | 880,689 | A private company that appears in those filings. |
| People | 417,949 | A person who appears in the filings we ingest. |
| Funds | 178,331 | A mutual-fund share class. |
| Equities | 58,122 | A listed equity or depositary receipt. |
| ETFs | 29,437 | An ETF share class. |
| Uncategorized | 5,383 |
- Not a price tape. The catalog is the listings we publish. There are no prices on Entity Search or Entity Reference.
- ISIN and CUSIP. You may send an ISIN or CUSIP to match a row. We never return either one.
- One row is one listing. Apple is several rows if several lines trade. An entity id (CIK, LEI, series id) resolves to the primary listing. Entity Securities lists the rest.
Category, venue, and identifier-fill counts are one aggregation of the serving autocomplete snapshot (the same table Entity Search reads). The request returns that snapshot. It does not resolve a company and it does not call identifier vendors.
SEC Filings
How many SEC filings, documents, and chunks are indexed, which entities they name, and the year the history starts.
- 18,655,244Filings18,445,744 have a filing date and appear in the year chart.
- Jan 1980Since
- 54,805,652DocumentsFiles stored on the filing: the primary document, exhibits, and graphics.
- 1,443,741,969ChunksSearchable text pieces those documents were split into.
- 991,928EntitiesDistinct CIKs named on a filing, including issuers, funds, and people.
- 453Indexed form typesIncludes /A amendments.
- 13Type categories
Filings by year
Accessions on the SEC filings index, stacked by type category. A 10-K search does not include 8-K.
Document types
Filings that include at least one document of this type. A filing can appear in more than one row.
| Type | Filings |
|---|---|
| 4 | 4,645,553 |
| GRAPHIC | 3,753,675 |
| 8-K | 1,920,053 |
| EX-99.1 | 1,519,172 |
| ZIP | 1,104,983 |
| 424B2 | 729,146 |
| EXCEL | 721,176 |
| EX-31.1 | 647,607 |
| EX-31.2 | 585,171 |
| 6-K | 569,956 |
| 10-Q | 556,697 |
| EX-32.1 | 547,263 |
Type categories
The type_category values SEC Filing Search expands. Filing counts are accessions. Form types are how wide the filter is.
| Category | Filings | Form types |
|---|---|---|
| Insider ownership | 5,364,275 | 6 |
| Registrations | 3,891,509 | 245 |
| Events | 2,710,422 | 8 |
| Financials | 1,769,690 | 44 |
| Other ownership | 1,430,884 | 24 |
| Beneficial ownership | 924,714 | 8 |
| Exempt offerings | 822,997 | 20 |
| Other | 673,672 | 0 |
| Proxies | 603,504 | 58 |
| Filing review correspondence | 261,639 | 4 |
| SEC orders and notices | 110,425 | 10 |
| Tender offers and going private | 87,636 | 22 |
| Trust indenture filings | 3,877 | 4 |
Type groups
The group ids SEC Filing Search accepts. Filing counts roll the form-type aggregation into each group.
| Group | Filings | Form types |
|---|---|---|
| Annual reports | 313,264 | 10 |
| Interim and quarterly reports | 1,006,738 | 8 |
| Current reports | 2,710,335 | 6 |
| Proxy statements | 203,756 | 4 |
| Registration statements | 210,870 | 8 |
| Tender-offer documents | 50,968 | 6 |
| Beneficial-ownership filings | 924,714 | 8 |
| Insider-ownership filings | 5,364,275 | 6 |
- Live and backfill. New filings are taken from the EDGAR current-filings feed. Older accessions we did not have are backfilled with the same parser.
- Acceptance time. published_at and filed_at are the same UTC instant. The source clock is SEC acceptance in US Eastern time.
- The XBRL zip is not markdown. Graphics are not markdown. Tagged facts for 10-K, 10-Q, 20-F, and 40-F are the XBRL group.
Filing, document, chunk, and entity counts are one aggregation of the SEC filings index and the SEC chunks index. The year chart stacks filings by type category. Type groups roll the form-type aggregation into the ids SEC Filing Search accepts. The request returns that snapshot.
EDINET Translated Filings
How many English EDINET filings, documents, and chunks are indexed, which companies they name, and the year the history starts.
- 400,968Filings
- Oct 2015Since
- 791,040DocumentsFiles stored on the filing, including the translated statements and attachments.
- 25,400,721ChunksSearchable text pieces those documents were split into.
- 11,374EntitiesDistinct companies named on an English EDINET filing.
- 11Disclosure families5 of them have filings in the index.
Filings by year
English EDINET filings, stacked by disclosure family.
Document types
Filings that include at least one document of this type. A filing can appear in more than one row.
| Type | Filings |
|---|---|
| AUDITDOC | 208,598 |
| 10-Q | 83,952 |
| 10-K | 71,643 |
| MRQ | 67,250 |
| IR | 56,899 |
| PRS | 48,113 |
| OI | 36,583 |
| AR | 16,657 |
| POS | 12,386 |
| MA | 2,416 |
| ATTACHMENT | 1,581 |
| FRI | 87 |
Disclosure families
standardized_disclosure_type on the filings index. A zero means the family is in the taxonomy and has no translated filings yet.
| Family | Code | Filings |
|---|---|---|
| Financials and events | FRI | 231,977 |
| Equity | EQI | 79,636 |
| Listing and delisting | LID | 50,314 |
| Other | OI | 36,583 |
| M&A and legal | MA | 2,416 |
| Shareholder meetings | AGM | 0 |
| Investor communication | ICO | 0 |
| Investment vehicles | IVI | 0 |
| Management and remuneration | MRI | 0 |
| Debt | DEI | 0 |
| ESG | ESG | 0 |
- English HTML. The corpus is Japan FSA filings translated to English HTML. Calls require Japan access. The year span is the earliest and latest submission on the index.
- The code list is the types endpoint. EDINET Filing Types returns every code. This bundle is the family rollup a buyer uses to see the shape of the corpus.
Filing, document, chunk, and company counts are one aggregation of the EDINET filings index and the EDINET chunks index. The year chart stacks filings by disclosure family. The request returns that snapshot.
Fundamentals
How many metrics the fundamentals catalog publishes, by statement, ratio, and the other categories.
- 266Metrics
- 6Categories
Fundamentals metrics
266 ids, grouped the same way as Fundamentals Metrics.
| Id | Name | Subcategory |
|---|---|---|
| generalAndAdministrativeExpenses | General And Administrative Expenses | EXPENSES |
| incomeTaxExpense | Income Tax Expense | EXPENSES |
| operatingExpenses | Operating Expenses | EXPENSES |
| otherExpenses | Other Operating Expenses | EXPENSES |
| researchAndDevelopmentExpenses | Research and Development | EXPENSES |
| sellingAndMarketingExpenses | Selling And Marketing Expenses | EXPENSES |
| sellingGeneralAndAdministrativeExpenses | Selling, General & Admin | EXPENSES |
| grossProfit | Gross Profit | Income Statement |
| operatingIncome | Operating Income | Income Statement |
| incomeBeforeTax | Pretax Income | Income Statement |
| netIncomeFromContinuingOperations | Income from Cont Ops | Net Income |
| incomeInclMI_calc | Income Incl. MI | Net Income |
| bottomLineNetIncome | Net Income Avail To Common | Net Income |
| netIncome | Net Income, GAAP | Net Income |
| netIncomeDeductions | Prfrrd Div & Other | Net Income |
| interestExpense | Interest Expense | NON-OPERATING |
| interestIncome | Interest Income | NON-OPERATING |
| netInterestIncome | Interest Income, Net | NON-OPERATING |
| nonOperatingIncome_calc | Non Operating Income | NON-OPERATING |
| totalOtherIncomeExpensesNet | Other Non-Op Income | NON-OPERATING |
| netIncomeFromDiscontinuedOperations | Discounted operations | Non-Recurring Items |
| netExtraordinaryLosses_calc | Net Extraordinary Losses | Non-Recurring Items |
| otherAdjustmentsToNetIncome | XO & Accounting Changes | Non-Recurring Items |
| costOfRevenue | Cost of Revenue | Operating Cost |
| eps | EPS | Per Share |
| epsDiluted | EPS Diluted | Per Share |
| weightedAverageShsOut | Weighted Average Shs Out | Per Share |
| weightedAverageShsOutDil | Weighted Average Shs Out Dil | Per Share |
| revenue | Revenue | REVENUES |
| minorityInterests_calc | Minority Interests | SUPPLEMENTAL |
This table is a published snapshot and can lag the live catalog. For the current list, call Fundamentals Metrics.
Metrics by category
Every metric Fundamentals Metrics can return, including statement lines.
- This is the catalog. A count of metrics is not a count of companies or years. History for one company is the Fundamentals call.
- The screener is a snapshot. Screener filters the latest value. It is not a substitute for statement history.
- Statement lines also sit under Financials. Income, balance sheet, and cash flow are in this catalog and again on Financials coverage, which is only those statements.
Counts walk the compiled fundamentals catalog (the same rows as Fundamentals Metrics). The request does not read statement tables.
Financials
Standardized income, balance sheet, and cash-flow lines, plus what revenue segments cover.
- 78Statement lines
- 3StatementsIncome, balance sheet, and cash flow.
- 2Segment viewsProduct and geography, from XBRL.
Financials metrics
78 ids, grouped the same way as Financials Metrics.
| Id | Name | Row |
|---|---|---|
| costOfRevenue | Cost of Revenue | normal |
| netIncomeFromDiscontinuedOperations | Discounted operations | normal |
| eps | EPS | normal |
| epsDiluted | EPS Diluted | normal |
| generalAndAdministrativeExpenses | General And Administrative Expenses | normal |
| grossProfit | Gross Profit | subtotal |
| netIncomeFromContinuingOperations | Income from Cont Ops | subtotal |
| incomeInclMI_calc | Income Incl. MI | subtotal |
| incomeTaxExpense | Income Tax Expense | normal |
| interestExpense | Interest Expense | normal |
| interestIncome | Interest Income | normal |
| netInterestIncome | Interest Income, Net | normal |
| minorityInterests_calc | Minority Interests | normal |
| netExtraordinaryLosses_calc | Net Extraordinary Losses | normal |
| bottomLineNetIncome | Net Income Avail To Common | total |
| netIncome | Net Income, GAAP | total |
| nonOperatingIncome_calc | Non Operating Income | normal |
| operatingExpenses | Operating Expenses | subtotal |
| operatingIncome | Operating Income | subtotal |
| totalOtherIncomeExpensesNet | Other Non-Op Income | normal |
| otherExpenses | Other Operating Expenses | normal |
| incomeBeforeTax | Pretax Income | subtotal |
| netIncomeDeductions | Prfrrd Div & Other | normal |
| researchAndDevelopmentExpenses | Research and Development | normal |
| revenue | Revenue | normal |
| sellingAndMarketingExpenses | Selling And Marketing Expenses | normal |
| sellingGeneralAndAdministrativeExpenses | Selling, General & Admin | normal |
| weightedAverageShsOut | Weighted Average Shs Out | normal |
| weightedAverageShsOutDil | Weighted Average Shs Out Dil | normal |
| otherAdjustmentsToNetIncome | XO & Accounting Changes | normal |
This table is a published snapshot and can lag the live catalog. For the current list, call Financials Metrics.
Lines on each statement
Standardized lines Financials Metrics lists for income, balance sheet, and cash flow.
How a statement is returned
The same line can be read on more than one periodicity.
| Periodicity | What it is |
|---|---|
| Annual | Fiscal year. |
| Quarter | Fiscal quarter. |
| Trailing twelve months | Last twelve months, where the catalog publishes it. |
- Currency. Values can be converted with the latest forex spots. The listing currency comes from the company profile.
- Segments are not a fourth statement. Revenue segments are product and geography lines tied from XBRL for the forms we cite. They are not an income-statement table.
- Statement columns can cite the filing. Where a winner accession is known, the statement column points at the 10-K, 10-Q, 20-F, or 40-F.
Line counts are the statement metrics in the fundamentals catalog (the same rows as Financials Metrics). Segment coverage is the documented XBRL tie (product and geography), not a scan of xbrl_facts.
XBRL
Which statement forms carry tagged facts, and the caps on a concepts, search, or filing read.
- 8Statement forms
- 200Concepts on one call
- 50Facts on one searchAt most 20 concepts in the filter.
- 500Facts on one filing
Forms with tagged facts
XBRL is these statement forms. Other EDGAR forms stay on SEC Filings as markdown.
| Form | Role |
|---|---|
| 10-K | Annual report |
| 10-K/A | Amended annual report |
| 10-Q | Quarterly report |
| 10-Q/A | Amended quarterly report |
| 20-F | Annual report, foreign private issuer |
| 20-F/A | Amended 20-F |
| 40-F | Annual report, Canadian issuer |
| 40-F/A | Amended 40-F |
- Concepts are per filing. There is no global concept dump. XBRL Concepts lists tags on the filings you name.
- This response does not scan facts. The facts table is not aggregated here. A coverage build must not GROUP BY that table by company.
The form window and caps are the request-path limits in the XBRL package. Coverage does not GROUP BY xbrl_facts. A concept list is per company, from XBRL Concepts.
Screener
How many screenable fields each category publishes. The screen itself is the latest snapshot, not history.
- 1,553,091Snapshot rowsRows in the primary screener snapshot.
- 3,186Screenable fields
- 14Categories
- 6UniversesEquity, ETF, fund, person, private company, or every security.
Screener metrics
3,186 ids, grouped the same way as Screener Metrics.
| Id | Name | Type |
|---|---|---|
| autocomplete_category | Entity Type | keyword |
| screener_primary_only | Show primary security only | boolean |
| screener_universe | Universe | keyword |
This table is a published snapshot and can lag the live catalog. For the current list, call Screener Metrics.
Fields by category
A field in two categories counts in both. The field total is the stat above.
Universes
screener_universe on the screen. Primary-only is a separate flag.
| Universe | Who is in it |
|---|---|
| equity | Equity listings. |
| etf | ETFs. |
| fund | Mutual funds. |
| person | People in the catalog. |
| private_company | Private companies in the catalog. |
| securities | Equity, ETF, and fund listings together. |
- Latest snapshot. A screen is the latest value we publish for that field. It is not an annual or quarterly history.
- Identifiers you should not expect back. ISIN and CUSIP are not screen result fields. Pass display_ticker to Entity Reference.
Field counts walk the screener schema (the same rows as Screener Metrics). A row count of the latest snapshot is added when the coverage build can read the warehouse. The request does not run a screen.
Time Series
How many dated series each category publishes, and that values stay in the stored currency.
- 1,535Series
- 7Categories
- 8Companies per call
- 8Series per call
Time series metrics
1,535 ids, grouped the same way as Time Series Metrics.
No metrics match that search.
This table is a published snapshot and can lag the live catalog. For the current list, call Time Series Metrics.
Series by category
Dated series Time Series Metrics can search.
- Stored currency. Points stay in the currency stored on the series. This group does not convert.
- The window is the request. range is 3M, 1Y, 3Y, 5Y, 10Y, or ALL. from and to replace range. Empty points means that company has no values in the window.
Series counts walk the compiled time series catalog (the same categories as Time Series Metrics). The request does not read the series tables.
Forex
Listed spot pairs used to convert statement values and to quote a currency.
- 1,550Listed pairs
- 284CurrenciesDistinct 3-letter codes in the listed pairs.
How convert picks a rate
Forex Convert walks this list and stops at the first rate it can price.
| Order | Rate |
|---|---|
| 1 | The listed pair. |
| 2 | The inverse of the listed pair. |
| 3 | A cross through USD. |
- Latest spot. Quotes are the latest warehouse spot. This group has no history.
- The same spots convert statements. Financials currency conversion uses this table, not a second FX source.
When the coverage build can read the warehouse, pair and currency counts are one aggregation of the latest-spot table (the same table as Forex Quotes). Otherwise the bundle states the convert order and that spots are latest-only.