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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, CIK, or accession number, with filing metadata and cleaned HTML. Annual reports cover a full fiscal year, while quarterly reports cover the first three quarters.

Choose a filing entity

A CIK identifies the entity that filed with the SEC. A ticker lookup selects the CIK associated with that ticker in the accepted SEC ticker snapshot. When a ticker moves to another CIK, use the older CIK to retrieve the older entity's reports. Reports from different CIKs remain separate.

Search stored companies by name, ticker association, or CIK with GET /v1/companies/search?query=..., then use the chosen CIK for a report lookup:

  • Annual: GET /v1/companies/reports?cik=0000034088&fiscal_year=2025&fiscal_period=FY
  • Quarterly: GET /v1/companies/reports?cik=0000034088&fiscal_year=2025&fiscal_period=Q3

Supply exactly one ticker or cik, plus the required fiscal_year and fiscal_period. Use FY for annual reports and Q1, Q2 or Q3 for quarterly reports. Omitting the period is invalid; FY is not Q4.

The former ticker/CIK annual and quarterly report URLs now return 404. SDK users should replace getByFiscalYear and getByFiscalPeriod with companyReports.get. MCP uses get_company_report in place of the two fiscal selection tools.

CIKs may contain one to ten decimal digits, with or without leading zeros. Each lookup returns the original report and its later amendments for that fiscal period. CIK retrieval also works when no company name or ticker is available for the issuer. Use the returned accession and content_url to retrieve one filing's metadata or cleaned HTML.

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 ARS or EX-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.

For one exact accession, use MCP get_company_report_by_accession or SDK companyReports.getByAccession. The company-and-period lookup uses get_company_report and companyReports.get. HTML retrieval keeps get_company_report_html and companyReports.getHtml.