Fetching SEC Data#

This module helps gather company data from the SEC EDGAR API.

Hide code cell source
import sys
sys.path.append('../')
from sec_data.secData import secData

Example#

Get summary data for Disney (DIS). Includeing its ticker, exchange, name, logo, SEC filing page, most recent filing and more.

from IPython.display import Image, display

sec_obj = secData("DIS")
print(f' SEC Summary: Ticker: {sec_obj.ticker}, Exchange: {sec_obj.exchange}, Name: {sec_obj.name}')
display(Image(url=sec_obj.img_url))
 SEC Summary: Ticker: DIS, Exchange: NYSE, Name: Walt Disney Co

Financial Statements#

Get 10-Q and 10-K filings instantly. This example shows Disney’s most recent filing.

Income Statement#

sec_obj.get_latest('income_statement')
Walt Disney Co Income Statement Mar. 29, 2025 Mar. 30, 2024 Mar. 29, 2025 Mar. 30, 2024
0 Revenues $ 23,621 $ 22,083 $ 48,311 $ 45,632
1 Selling, general, administrative and other (3,981) (3,790) (7,911) (7,573)
2 Depreciation and amortization (1,324) (1,242) (2,600) (2,485)
3 Total costs and expenses (20,115) (19,204) (40,727) (39,817)
4 Restructuring and impairment charges (109) (2,052) (252) (2,052)
5 Interest expense, net (346) (311) (713) (557)
6 Equity in the income of investees 36 141 128 322
7 Income before income taxes 3087 657 6747 3528
8 Income taxes 314 (441) (702) (1,161)
9 Net income 3401 216 6045 2367
10 Net income attributable to noncontrolling inte... (126) (236) (216) (476)
11 Net income (loss) attributable to The Walt Dis... $ 3,275 $ (20) $ 5,829 $ 1,891
13 Diluted $ 1.81 $ (0.01) $ 3.21 $ 1.03
14 Basic $ 1.81 $ (0.01) $ 3.22 $ 1.03
16 Diluted (shares) 1814 1834 1816 1838
17 Basic (shares) 1808 1834 1810 1833
19 Revenues $ 21,258 $ 19,757 $ 43,306 $ 40,732
20 Costs (13,378) (12,663) (27,167) (26,585)
22 Revenues 2363 2326 5005 4900
23 Costs $ (1,432) $ (1,509) $ (3,049) $ (3,174)

Balance Sheet#

sec_obj.get_latest('balance_sheet')
Walt Disney Co Balance Sheet Mar. 29, 2025 Sep. 28, 2024
1 Cash and Cash Equivalents $ 5,852 $ 6,002
2 Receivables, net 12571 12729
3 Inventories 1999 2022
4 Content advances 1063 2097
5 Other current assets 1250 2391
6 Total current assets 22735 25241
7 Produced and licensed content costs 31820 32312
8 Investments 8794 4459
9 Parks Resorts And Other Property, Gross Exclud... 79721 76674
10 Accumulated depreciation (47,532) (45,506)
11 Parks, resorts and other property before proje... 32189 31168
12 Projects in progress 5740 4728
13 Land 1166 1145
14 Parks, resorts and other property 39095 37041
15 Intangible assets, net 10006 10739
16 Goodwill 73313 73326
17 Other assets 10070 13101
18 Total assets 195833 196219
20 Accounts payable and other accrued liabilities 20729 21070
21 Current portion of borrowings 6446 6845
22 Deferred revenue and other 6854 6684
23 Total current liabilities 34029 34599
24 Borrowings 36443 38970
25 Deferred income taxes 6298 6277
26 Other long-term liabilities 10297 10851
29 Preferred stock 0 0
30 Common stock, $0.01 par value, Authorized – 4.... 59199 58592
31 Retained earnings 53733 49722
32 Accumulated other comprehensive loss (2,877) (3,699)
33 Treasury stock, at cost, 63 million shares at ... (5,716) (3,919)
34 Total Disney Shareholders' equity 104339 100696
35 Noncontrolling interests 4427 4826
36 Total equity 108766 105522
37 Total liabilities and equity $ 195,833 $ 196,219

Cash Flow Statement#

sec_obj.get_latest('cash_flow')
Walt Disney Co Cash Flow Mar. 29, 2025 Mar. 30, 2024
0 Net Income $ 6,045 $ 2,367
2 Depreciation and amortization 2600 2485
3 Impairments of goodwill, produced and licensed... 240 2038
4 Deferred income taxes 93 (211)
5 Equity in the income of investees (128) (322)
6 Cash distributions received from equity investees 79 300
7 Net change in produced and licensed content co... 1889 1699
8 Equity-based compensation 647 675
9 Other, net (35) (6)
11 Receivables (367) (156)
12 Inventories (1) 26
13 Other assets 10 (185)
14 Accounts payable and other liabilities (1,025) (1,075)
15 Income taxes (89) (1,784)
16 Net Cash Provided by Operating Activities 9958 5851
18 Investments in parks, resorts and other property (4,328) (2,558)
19 Other, net (145) 5
20 Cash used in investing activities (4,473) (2,553)
22 Commercial paper borrowings (payments), net (791) 42
23 Borrowings 1057 133
24 Reduction of borrowings (2,913) (645)
25 Dividends 905 549
26 Repurchases of Common Stock (1,785) (1,001)
27 Acquisition of redeemable noncontrolling inter... 0 (8,610)
28 Other, net (216) (194)
29 Cash used in financing activities (5,553) (10,824)
30 Impact of Exchange Rate on Cash, Cash Equivale... (76) 17
31 Change in Cash, Cash Equivalents and Restricte... (144) (7,509)
32 Cash, Cash Equivalents and Restricted Cash, Be... 6102 14235
33 Cash, Cash Equivalents and Restricted Cash, En... $ 5,958 $ 6,726

Recent Financial Data#

Get the 5 most recent reports:

for financial in sec_obj.financials[:5]:
    print(financial['form_type'], financial['date'], financial['filing_url'])
10-Q 2025-05-07 https://www.sec.gov/Archives/edgar/data/1744489/000174448925000098/dis-20250329.htm
10-Q 2025-02-05 https://www.sec.gov/Archives/edgar/data/1744489/000174448925000067/dis-20241228.htm
10-K 2024-11-14 https://www.sec.gov/Archives/edgar/data/1744489/000174448924000276/dis-20240928.htm
10-Q 2024-08-07 https://www.sec.gov/Archives/edgar/data/1744489/000174448924000232/dis-20240629.htm
10-Q 2024-05-07 https://www.sec.gov/Archives/edgar/data/1744489/000174448924000152/dis-20240330.htm