SEC EDGAR Company Lookup

SEC EDGAR Company Lookup

Certified

Look up companies on SEC EDGAR by ticker

Resolves stock tickers to the company's CIK (the identifier the other EDGAR tasks use), name and exchange, from SEC's company ticker file. Tickers are matched case-insensitively, and BRK.B also matches EDGAR's BRK-B. The task fails, naming them, if SEC lists no company for one or more tickers.

SEC allows at most 10 requests per second from all your tools together; see maxRequestsPerSecond.

yaml
type: io.kestra.plugin.edgar.company.Lookup

Look up a company's CIK and use it in the next task.

yaml
id: edgar_lookup
namespace: company.team

tasks:
  - id: lookup
    type: io.kestra.plugin.edgar.company.Lookup
    userAgent: "Example Co admin@example.com"
    tickers:
      - AAPL
    fetchType: FETCH_ONE

  - id: log
    type: io.kestra.plugin.core.log.Log
    message: "{{ outputs.lookup.row.name }} has CIK {{ outputs.lookup.row.cik }}"

Look up several companies at once.

yaml
id: edgar_lookup_many
namespace: company.team

tasks:
  - id: lookup
    type: io.kestra.plugin.edgar.company.Lookup
    userAgent: "Example Co admin@example.com"
    tickers:
      - AAPL
      - MSFT
      - BRK.B
Properties
SubTypestring

Tickers to look up

For example AAPL or BRK.B. Results keep this order.

User-Agent sent to SEC

SEC requires automated tools to identify themselves with a name and a contact email, for example Example Co admin@example.com, and rejects requests without one. See SEC fair access.

Assets this task consumes as inputs or produces as outputs, for lineage tracking and the asset graph (Enterprise Edition). A flow declaring this property on a task is rejected in the open-source edition.

Definitions
assetFailureBehaviorstring
Possible Values
IGNOREFAILWARN

Asset failure behavior

Behavior applied to the task state when a declared asset fails to render, emit, or be persisted (e.g. a lock conflict): FAIL escalates it to FAILED, WARN (default) warns it if it would otherwise succeed, IGNORE leaves the state untouched.

enableAutobooleanstring

Whether to auto-register assets referenced dynamically at runtime that are not statically declared in inputs or outputs.

inputsarray

The assets consumed as inputs.

id*string
Min length1
typestring
outputs

The assets produced as outputs.

id*string
Min length1
Max length150
type*object
descriptionstring
displayNamestring
metadataobject
Default{}
namespacestring
Min length1
Max length150
id*string
Min length1
Max length150
type*object
descriptionstring
displayNamestring
metadataobject
Default{}
namespacestring
Min length1
Max length150
id*string
Min length1
Max length150
type*object
descriptionstring
displayNamestring
metadataobject
Default{}
namespacestring
Min length1
Max length150
id*string
Min length1
Max length150
type*object
descriptionstring
displayNamestring
metadataobject
Default{}
namespacestring
Min length1
Max length150
id*string
Min length1
Max length150
type*object
descriptionstring
displayNamestring
metadataobject
Default{}
namespacestring
Min length1
Max length150
id*string
Min length1
Max length150
type*string
Min length1

Custom asset type

descriptionstring
displayNamestring
metadataobject
Default{}
namespacestring
Min length1
Max length150
Defaulthttps://www.sec.gov

Base URL of the SEC website

Where company tickers and filing documents are read from. Change it only to go through a proxy or a test server.

Defaulthttps://data.sec.gov

Base URL of SEC's data API

Where filing lists and XBRL data are read from. Change it only to go through a proxy or a test server.

DefaultFETCH
Possible Values
STOREFETCHFETCH_ONENONE

How to return the companies

FETCH (default) returns them in rows, FETCH_ONE returns the first in row, STORE writes them to an ION file in internal storage and returns its uri, NONE returns only size.

Default5

Maximum requests per second

Requests made by this task are spaced so they stay at or under this rate. Defaults to 5, at most 10, which is SEC's limit. The limit applies to each task run: tasks that run in parallel each count against SEC's limit, so lower this value when several EDGAR tasks run at the same time. A request rejected with HTTP 429 or 503 is retried after SEC's Retry-After delay, then up to twice more, 10 and 20 seconds later.

The first company

Set when fetchType is FETCH_ONE.

Definitions
cikstring

CIK

SEC's Central Index Key, as the 10-digit zero-padded string EDGAR URLs use, for example 0000320193.

exchangestring

Exchange

For example Nasdaq or NYSE; empty when SEC lists none.

namestring

Company name

As registered with SEC.

tickerstring

Ticker

As listed by SEC; class shares use a hyphen, for example BRK-B.

The companies, in the order of tickers

Set when fetchType is FETCH.

Definitions
cikstring

CIK

SEC's Central Index Key, as the 10-digit zero-padded string EDGAR URLs use, for example 0000320193.

exchangestring

Exchange

For example Nasdaq or NYSE; empty when SEC lists none.

namestring

Company name

As registered with SEC.

tickerstring

Ticker

As listed by SEC; class shares use a hyphen, for example BRK-B.

Number of companies found

Formaturi

URI of the ION file holding the companies

Set when fetchType is STORE.