edgar-sec-filings

SEC EDGAR filings are parsed to extract key financials, MD&A tone shifts, risk-factor evolution, and insider activity to generate a composite investment signal. This structured framework computes liquidity, leverage, and governance indicators for US-listed companies.

Supported SEC filing types include 10-K, 10-Q, 8-K, DEF 14A, and Form 4. The analysis covers related governance disclosures to compute financial health indicators and insider or institutional transaction signals.

Risk-factor evolution and MD&A tone shifts are tracked by parsing filing text to identify changes in disclosed risks and management commentary. This signal extraction highlights qualitative shifts in corporate disclosures for investment analysis.

Insider activity and institutional signals are extracted from Form 4 and related governance disclosures. The framework parses these SEC filings to track insider transactions and institutional holdings for a composite investment score.

A consolidated financial health and risk snapshot is generated by extracting key financials, liquidity indicators, and governance signals from 10-K and 10-Q filings. This provides equity analysts with actionable investment signals from the latest disclosures.

The framework applies to US-listed companies with filings on the SEC EDGAR system. It parses 10-K, 10-Q, 8-K, DEF 14A, and Form 4 disclosures to generate composite investment scores based on financial health and governance signals.