CHANGELOG.md

Changelog

3.0.5 - 5/16/2020

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.

3.0.4 - 4/21/2020

Added

• Added support for 20-F filings.

3.0.3 - 4/8/2020

Added

• Added support for form 4 filings.

3.0.2 - 3/9/2020

Added

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

3.0.1 - 1/6/2020

Added

• Added support for S-1 filings.

3.0.0 - 1/5/2020

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)

2.2.1 - 9/18/2019

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

2.2.0 - 6/28/2019

• 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.

2.1.0 - 6/8/2019

• Added before_date parameter to each filing download method. If this value is not specified, it will default to the current date.
• Added include_amends parameter to each filing download method. If this value is not specified, it will default to false.
• Added support for passing relative (e.g. ./, ../) and user (e.g. ~/) download paths to the Downloader constructor
• An IOError is no longer thrown when an invalid download path is passed to the Downloader constructor. Instead,sec_edgar_downloader will create all the necessary directories in the path if they do not exist.
• Filing documents are no longer downloaded in streamed chunks.
• Downloads are now written to disk with UTF-8 encoding.
• Added __version__ variable to package.
• Travis CI now uses tox to lint and run tests.
• Added verbose flag to Downloader constructor to enable information printing (e.g. how many filings are found and downloaded). verbose will default to false, meaning that no download information will be printed by default.

2.0.1 - 5/13/2019

• Cleaned up README
• Tweaked package naming in setup.py

2.0.0 - 5/13/2019

• The method for obtaining 13F filings has been split up into two methods: one for obtaining 13F-NT filings and another one for obtaining 13F-HR filings
  • You can read about the differences here
• You can now specify the number of filings to download in the get_all_available_filings method
• Simplified API by combining ticker and CIK functionality into a single method for each filing type
  • Available methods: get_8k_filings, get_10k_filings, get_10q_filings, get_13f_nt_filings, get_13f_hr_filings, get_sc_13g_filings, get_sd_filings, get_all_available_filings
  • All these methods can be passed either a CIK or ticker string
• Removed ticker validation to facilitate this simplified API change
• Added a full suite of unit and integration tests along with an internal Travis CI pipeline for increased reliability
• Class methods now return the number of filings downloaded
• Added Python 3.8 support

1.2.0 - 2/14/2019

• Added the ability to specify the number of filings to download
  • For example, you can download the latest 10-K for MSFT with this command: downloader.get_10k_filing_for_ticker("MSFT", 1)
  • This is available for all non-bulk methods: get_8k_filing_for_ticker, get_10k_filing_for_ticker, get_10q_filing_for_ticker, get_13f_filing_for_ticker, get_sc_13g_filing_for_ticker, get_sd_filing_for_ticker, and the CIK equivalents

1.1.4 - 12/29/2018

• Internal renaming changes

1.1.3 - 12/28/2018

• Reduced size of ticker validation data by changing an internal data structure

1.1.2 - 12/27/2018

• Fixed the "FileNotFoundError" on import

1.1.1 - 12/26/2018

• Tweaked PyPI description

1.1.0 - 12/26/2018

• Filing downloads are now handled in chunks to improve download and save speed
• Removed get_select_filings_for_ticker() to reduce redundancy
• Added support for SC 13G filings
• Separated ticker and CIK class methods for easier use
• Added ticker symbol validation

1.0.1 - 12/20/2018

• Files now save as ".txt" rather than ".html"

1.0.0 - 12/20/2018

• Initial release