Company reports
Understand annual and quarterly reports filed on SEC Forms 10-K, 10-Q, 20-F, and 40-F.
The Company Reports API lets you retrieve annual and quarterly SEC reports by ticker or accession number, with filing metadata and cleaned HTML. Annual reports cover a full fiscal year, while quarterly reports cover the first three quarters.
What company reports contain
Annual reports give a detailed account of a company's business and financial results for a fiscal year. Quarterly reports give an update for the first three fiscal quarters. The exact sections vary by form and issuer, but reports generally cover:
- financial statements and their notes, audited in annual reports and usually unaudited in 10-Qs
- the company's business, markets, and main risks
- management's discussion of results, cash flows, and financial condition
- legal matters, controls, governance, and other required disclosures
- exhibits or documents incorporated by reference
The API returns the report's original content as cleaned HTML.
How we process company reports
We turn each company report into clean HTML while preserving its content. We keep its text, tables, footnotes, page numbers, links, and supported images, while removing scripts and machine-only markup.
For each supported form, we prepare the report document or documents and the images they directly reference. Certifications, XBRL support files, earnings exhibits, and other filing attachments are not merged into the report. Some attachments can be useful source documents, but they remain outside the Company Reports response.
The documents included in a company report depend on the form:
- 10-Q: the primary quarterly report document
- 10-K: the primary report and, when clearly tied to it, one shareholder annual report filed as
ARSorEX-13 - 20-F: the primary annual report document
- 40-F: the SEC wrapper and the annual information form, audited financial statements, and management's discussion and analysis identified in its exhibits
How the forms differ
Form 10-K
Form 10-K is the annual report used by US domestic issuers. It follows the SEC's 10-K item structure and includes audited financial statements, business and risk disclosures, management's discussion and analysis, controls, and other required topics. A shareholder annual report can appear inside the filing or as a related document. See the SEC's Form 10-K page.
Form 10-Q
Form 10-Q is the quarterly report used by US domestic issuers for the first three fiscal quarters. It includes interim financial statements, management's discussion and analysis, controls, legal proceedings, risk-factor updates, and other required disclosures. The fourth quarter is covered by the annual report, so there is no Q4 value. See the SEC's Form 10-Q.
Form 20-F
Form 20-F is the annual report used by foreign private issuers. It covers many of the same subjects as Form 10-K, but it follows the foreign private issuer disclosure framework and can use a different accounting basis and presentation. See the SEC's Form 20-F.
Form 40-F
Form 40-F is used by eligible Canadian issuers under the multijurisdictional disclosure system. The SEC form often acts as a short wrapper around Canadian disclosure documents, including the annual information form, audited financial statements, and management's discussion and analysis. See the SEC's Form 40-F.