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CHANGELOG.md

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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[3.11.1] - 2025-02-10

Fixed

  • Add code to align date headers over value columns in HTML table
  • Optimize the width of column headers and labels to fit more table data on the screen

Added

  • Added filtering by exchange to Filings e.g filings.filter(exchange='NASDAQ') will return filings for companies listed on the NASDAQ exchange

[3.11.0] - 2025-02-08

Changed

  • Improved the styling of the Filing class

Fixed

  • Fixed issue when passing a string path to download_file
  • Add 20-F to the list of filings from which financials can be created
  • Handle issue when parsing NPORT-EX with no XML attached

[3.10.6] - 2025-02-07

Fixed

  • Fixed bug when getting related filings when using local storage
  • Fixed bug when getting binary content from an attachment

[3.10.5] - 2025-02-03

Fixed

  • Nested HTML tables are now parsed and displayed correctly

Changed

  • Report attachments for 10-K filings now display just the primary table in the report

[3.10.4] - 2025-02-02

Added

  • Added function strip_ansi to remove ansi characters from text generated from rich objects

Changed

  • The rich_to_text function now uses the output of repr_rich and strip_ansi to remove ansi characters
  • Use rich_to_text when getting text of CurrentReport
  • Remove borders from panels when rendering text

Fixed

  • The text() function of Attachment and Filing now use an amended version of rich_to_text that strips ansi characters

[3.10.3] - 2025-02-01

Added

  • Add class CurrentReport as the data object for the 8-K and 6-K forms
  • Add class SixK as an alias for CurrentReport

Changed

  • EightK is now an alias for CurrentReport
  • Plain text files are now read as text rather than html
  • For Forms, 3, 4, 5 filings the html is downloaded from the filing homepage instead of from the SGML

Fixed

  • Made pct_value optional when parsing FundReports to avoid a ValidationError

[3.10.2] - 2025-01-30

Added

  • Add attachments.get_by_index to get attachments by index. Indexing starts at 0. There is also get_by_sequence that starts at 1

Changed

  • Improved the styling of Attachments using emoticons for different file types
  • Add descriptions of reports from the FilingSummary.xml
  • Add getting attachment text using attachment.text()
  • Getting attachments using[] uses get_by_sequence rather than get_by_index

Fixed

  • Fixed bug when calling repr(FilingSGML)

[3.10.1] - 2025-01-29

Added

  • Improved rich styling of attachments
  • Implement parsing of FilingSummary
  • Implement getting content of individual SGML reports
  • Implement viewing individual attachments in the SGML report e.g. balance sheet, income statement, etc.

Changed

  • EDGAR_USE_LOCAL_DATA now accepts more boolean values 'y', 'yes', 't', 'true', 'on', '1' or 'n', 'no', 'f', 'false', 'off', '0' to enable or disable local storage. This is to make it easier to set the environment variable in different environments.

[3.10.0] - 2025-01-26

Changed

  • This release uses SGML as the primary means of getting attachments and text from SEC filings. This is a significant change from the previous release that used the Filing homepage and access the documents directly. This will make it work better with local storage

Added

  • Implement getting attachments from the SGML text file
  • Implement getting html and xml from the SGML attachments
  • Add uu_decode function to decode uuencoded files

Fixed

  • Download related filings from the SEC when local storage is enabled but not yet refreshed
  • Return empty filings when no filings are found for a company

[3.9.1] - 2025-01-23

Fixed

  • Fixed bug when downloading data to local storage

[3.9.0] - 2025-01-20

Changed

  • Refactored the code that used HTTPX client connections to reuse connections. Reusing HTTPX client connections yields about a 20ms savings per request in retrieval in limited tests. (Thanks to paul @ igmo)
  • Consolidated the httpx client connection to a single edgartools.httpclient module. This will allow for more control over the client and the ability to pass the client explicitly to functions that need it.
  • More logging statements when downloading filings to local storage
  • Set throttling when listing the SEC filing bulk files

[3.8.4] - 2025-01-19

Added

  • edgar.company module to consolidate functions related to companies
  • public_companies iterator over the public companies in the SEC dcik tickers list

[3.8.3] - 2025-01-17

Fixed

  • Fix for Form F-1 files not being detected as HTML

[3.8.2] - 2025-01-16

Fixed

  • Fix issue with text being inadvertently printed to a notebook
  • Allow for filing HTML inside tags to be read as html

[3.8.1] - 2025-01-15

  • Minor fix for incorrect import statement introduced in 3.8.0

[3.8.0] - 2025-01-15

Added

  • edgar.storage module to consolidate functions related to local storage
  • Add edgar.storage.download_filings to download complete filings to local storage

Changed

  • Moved functions related to local storage to edgar.storage module