SEC Edgar API Service

Question

Does anyone know how to get segment data via the SEC Edgar API? For example, I am trying to pull Pepsi's revenue by its different segments. I can pull the overall revenue number without an issue using the following URL in Alteryx (https://data.sec.gov/api/xbrl/companyconcept/CIK0000077476/us-gaap/Revenues.json). I am not sure how to get the segment level details. I tried to rearrange the URL with other attributes given from the SEC but no luck.

Any help is greatly appreciated! Thank you!

jacobg0121 · Answer

Hey I am running into this same issue

Were you able to ever find a solution to this?

neelp0816 · Answer

Hi @BrandonB

Thanks for sharing your flow. My flow looks exactly the same as yours, but unfortunately I am not getting any luck with the data that I am looking for. I attached an image of the data that I am looking to pull from the API. This is a sub revenue line item for Pepsi. I noticed that the sub line items have a couple more dimensions (member and explicit member) vs. the annual figure. The fact that there is a tagging makes me believe that this data should be available.

Also, thank you for sharing the starter kit. Right now I am only looking for annual data but I am sure this will come in handy in the future.

1.JPG

BrandonB · Answer

@neelp0816 are you taking the same approach that I am in the screenshot below and attached workflow?

This is the deepest level of detail that I have seen from the APIs. If you want document level information I would recommend that you take a look at the SEC filings workflow in the Alteryx Business and Financial Services Analytics Starter Kit which is set up to analyze quarterly SEC 13-F filings from institutional managers managing over $100M in qualifying assets. You could cater this workflow to your specific needs:

You can find a link to the Alteryx starter kit here:

https://www.alteryx.com/starter-kit/banking-and-financial-services

SEC Filings.yxmd