SEC EDGAR

The SEC EDGAR dataset is the core of Thesma. It covers every US public company on NYSE and NASDAQ, normalises XBRL financials to canonical fields, extracts structured data from narrative sections of filings, and cross-indexes everything so you can pivot from a company to its filings, financials, ratios, events, insider trades, and institutional holders in one hop.

Coverage

Dimension	Value
Companies	6,005 active US public companies
Listing scope	Every US-listed NYSE + NASDAQ issuer
Market cap coverage	~98% of investable US market cap
Filings	10-K, 10-Q, 8-K, Form 4, 13F-HR, DEF 14A, SC 13D/G, and more
Historical financials	Typically 10+ years of annuals; quarterly since IPO or normalisation start
Normalisation	XBRL → canonical field names across filers (see XBRL mapping)

Ticker symbols and CIK numbers are interchangeable in every endpoint path. The {cik} path parameter accepts either — /v1/us/sec/companies/AAPL and /v1/us/sec/companies/0000320193 return the same company.

Known limitations

Shipped honestly. Each of these is a documented gap, not a surprise.

• IFRS 20-F filers have limited historical coverage. Foreign private issuers that file 20-F (Spotify, Nu Holdings, GlobalFoundries, and others) are partially normalised in the canonical financials schema. Native-currency IFRS support is targeted for Q2 2026. Raw 20-F filings are reachable via /v1/us/sec/filings; canonical financial-field coverage lags. See XBRL mapping.
• Delisted and acquired companies are included as historical records but are not eligible for ?include=labor_context enrichment (the BLS industry tie-out requires the company to be actively classified).
• Issuers in registration (S-1) without a first-filed 10-K/10-Q appear in /v1/us/sec/companies but have empty /financials until their first periodic filing lands.

Endpoints

Each row below is a tag group from the OpenAPI spec. See the API Reference for full parameter and response schemas.

Companies

Method	Path	Purpose
GET	/v1/us/sec/companies	List companies (paginated). Filter by ticker, search, sic, tier, state_fips, county_fips, exchange, domicile.
GET	/v1/us/sec/companies/{cik}	Company detail — identity fields, optional ?include=labor_context,lending_context enrichment.
GET	/v1/us/sec/companies/{cik}/filings	All filings for one company (paginated).

Filings

Method	Path	Purpose
GET	/v1/us/sec/filings	List filings across companies (paginated).
GET	/v1/us/sec/filings/{accession_number}	Filing detail — filed date, form type, source URL.
GET	/v1/us/sec/filings/{accession_number}/content	Full text content of the filing.

Financials

Method	Path	Purpose
GET	/v1/us/sec/financials/fields	Full list of canonical financial fields and their XBRL source tags.
GET	/v1/us/sec/companies/{cik}/financials	Income statement, balance sheet, cash flow per period.
GET	/v1/us/sec/companies/{cik}/financials/{metric}	Time series for a single canonical metric (e.g., revenue, net_income).

Ratios

Method	Path	Purpose
GET	/v1/us/sec/companies/{cik}/ratios	Computed ratios — margins, returns, leverage, growth YoY.
GET	/v1/us/sec/companies/{cik}/ratios/{ratio}	Time series for a single ratio.

Events

Method	Path	Purpose
GET	/v1/us/sec/events	Events across companies, categorised (earnings, leadership, governance, regulatory, material agreements, etc.).
GET	/v1/us/sec/events/categories	Event-category catalogue.
GET	/v1/us/sec/companies/{cik}/events	Events for one company.

Insider activity

Method	Path	Purpose
GET	/v1/us/sec/insider-trades	Form 4 transactions across companies.
GET	/v1/us/sec/companies/{cik}/insider-trades	Form 4 transactions for one company.
GET	/v1/us/sec/companies/{cik}/insider-holdings	Current insider beneficial-ownership snapshot.

Institutional holdings

Method	Path	Purpose
GET	/v1/us/sec/companies/{cik}/institutional-holders	13F holders of one company.
GET	/v1/us/sec/companies/{cik}/institutional-changes	Period-over-period changes in 13F holders.
GET	/v1/us/sec/funds	13F filers (institutional funds).
GET	/v1/us/sec/funds/{cik}/holdings	A fund’s reported holdings.
GET	/v1/us/sec/funds/{cik}/holding-changes	A fund’s period-over-period position changes.

Compensation and governance

Method	Path	Purpose
GET	/v1/us/sec/companies/{cik}/executive-compensation	Named-executive pay breakdown + CEO-to-median-worker ratio.
GET	/v1/us/sec/companies/{cik}/board	Board members from DEF 14A.
GET	/v1/us/sec/companies/{cik}/proxy-votes	Proxy vote results.
GET	/v1/us/sec/companies/{cik}/beneficial-ownership	SC 13D/13G beneficial-ownership stakes.
GET	/v1/us/sec/beneficial-ownership	Beneficial-ownership events across companies.

Filing sections (text extraction)

Method	Path	Purpose
GET	/v1/us/sec/filings/{accession_number}/sections	List sections extracted from one filing.
GET	/v1/us/sec/filings/{accession_number}/sections/{section_type}	One named section (e.g., Risk Factors, MD&A).
GET	/v1/us/sec/filings/{accession_number}/sections/{section_type}/changes	Period-over-period diffs of a section’s text.
GET	/v1/us/sec/companies/{cik}/sections	Cross-filing section index for one company.
GET	/v1/us/sec/companies/{cik}/sections/{section_type}/entities	Entities (people, companies, places) mentioned in a section across filings.
GET	/v1/us/sec/sections/search	Semantic search across extracted section text.

Screener

Method	Path	Purpose
GET	/v1/us/sec/screener	Multi-factor company screener across SEC, BLS, and SBA filters.

Data export

Method	Path	Purpose
GET	/v1/us/sec/export/companies	Bulk export.
GET	/v1/us/sec/export/financials	Bulk export.
GET	/v1/us/sec/export/insider-trades	Bulk export.
GET	/v1/us/sec/export/events	Bulk export.
GET	/v1/us/sec/export/ratios	Bulk export.
GET	/v1/us/sec/export/holdings	Bulk export.
GET	/v1/us/sec/export/compensation	Bulk export.
GET	/v1/us/sec/export/beneficial-ownership	Bulk export.

Exports stream CSV or JSONL and are available on the Business tier and above.

Cross-dataset enrichment

Two include parameters add data from adjacent verticals without a second API call. Both work on /v1/us/sec/companies/{cik} and on list endpoints that return company context.

?include=labor_context

Adds a labor_context object with BLS industry data for the company’s NAICS industry — current employment, YoY change, average hourly earnings, YoY wage change, and the CES series vintage.

curl -H "X-API-Key: $THESMA_API_KEY" \
  "https://api.thesma.dev/v1/us/sec/companies/AAPL?include=labor_context"

See the flagship recipe for the full worked example.

?include=lending_context

Adds a lending_context object with SBA 7(a) lending aggregates for the company’s headquarters county — loan count, total amount, charge-off rate, and jobs supported.

curl -H "X-API-Key: $THESMA_API_KEY" \
  "https://api.thesma.dev/v1/us/sec/companies/AAPL?include=lending_context"

Both enrichments can be combined: ?include=labor_context,lending_context.

Screener filters

The /v1/us/sec/screener endpoint supports multi-factor filtering across all three datasets. Common SEC-side filters:

• ticker, cik, sic, exchange, domicile, state_fips, county_fips
• Financial bands: revenue_min/revenue_max, net_income_min/max, market_cap_min/max, eps_min/max
• Ratio bands: gross_margin_min/max, roe_min/max, debt_to_equity_max
• Growth bands: revenue_yoy_min/max, net_income_yoy_min/max
• Cross-dataset: industry_employment_yoy_min (BLS), county_charge_off_rate_max (SBA)

Run curl https://api.thesma.dev/openapi.json | jq '.paths["/v1/us/sec/screener"]' for the full parameter list — the screener’s parameter surface is large and additive.

Response envelopes

All list endpoints return the standard envelope:

{
  "data": [ /* array of entities */ ],
  "pagination": {
    "page": 1,
    "per_page": 25,
    "total": 6005,
    "total_pages": 241
  }
}

Detail endpoints return a single entity wrapped in data:

{
  "data": { "ticker": "AAPL", "...": "..." }
}

See Pagination for iteration patterns and the semantic-search footnote.

Example: AAPL financials snapshot

curl -H "X-API-Key: $THESMA_API_KEY" \
  "https://api.thesma.dev/v1/us/sec/companies/AAPL/financials?period=annual&limit=1" \
  | jq '.data[0] | {fiscal_year, revenue, gross_profit, operating_income, net_income}'

Returns a single-period snapshot. For multi-year time series, use the {metric} endpoint or iterate with &offset= / &page=. The SEC financials recipe walks through a 5-year pull end-to-end.

See also

• XBRL mapping — how filings are normalised to canonical fields
• SEC financials recipe — 5 years of annual financials, curl + Python
• Cross-dataset labor-context recipe — flagship enrichment
• API Reference — SEC EDGAR — full schema detail