Legal

Structured XBRL financial data from SEC filings

Changed on

Retrieve structured financial values reported to the SEC in XBRL, via data.sec.gov. Use this endpoint when you need numbers (net income, assets, shares outstanding, and so on); use sec-filing to find filing documents. Three types: "concept" returns one line item for one company over time; "facts" returns a catalog of every concept a company reports (or normalized facts for the concepts you name); "frames" returns one concept across all reporting companies for one calendar period. Each fact links back to its EDGAR filing index via secUrl. The same value is re-reported in later filings as a prior-period comparative, so by default (dedupe: true) only facts the SEC assigned a calendar frame are returned; set dedupe to false for every reported fact. Free.

post/legal/v1/sec-xbrl

Request

  • Base URL
    https://api.case.dev
  • URL
    https://api.case.dev/legal/v1/sec-xbrl
  • Auth
    HTTP bearer

Request body

type'concept' | 'facts' | 'frames' required

concept: one line item for one company over time. facts: all concepts for one company (catalog, or values for the concepts you list). frames: one concept across all companies for one period.

cikstring

Company CIK, padded or unpadded (concept and facts). Provide exactly one of cik or ticker.

tickerstring

Company ticker (concept and facts). Provide exactly one of cik or ticker.

taxonomy'us-gaap' | 'ifrs-full' | 'dei' | 'srt'

XBRL taxonomy. For facts it only filters the catalog and has no default.

tagstring

XBRL element name such as NetIncomeLoss (required for concept and frames)

conceptsstring[]

facts only. "taxonomy:tag" strings or bare tags (default us-gaap). Omit to get the concept catalog, which has no values.

unitstring

Unit such as USD, shares, or USD/shares. Optional filter for concept; defaults to USD for frames (the SEC URL form USD-per-shares is also accepted).

periodstring

frames only, required. CY2024 = annual duration, CY2024Q1 = quarterly duration, CY2024Q1I = instantaneous (balance sheet items).

ciksstring[]

frames only. Restrict results to these CIKs (peer set).

tickersstring[]

frames only. Restrict results to these tickers (peer set).

sort'value_desc' | 'value_asc'

frames only. Sort order by value.

formTypesstring[]

concept and facts. Filter by SEC form type such as 10-K or 10-Q.

fiscalPeriodsstring[]

concept and facts. Filter by fiscal period.

dateAfterstring date

concept and facts. Only facts whose period end date is on or after this date (YYYY-MM-DD).

dateBeforestring date

concept and facts. Only facts whose period end date is on or before this date (YYYY-MM-DD).

dedupeboolean

concept and facts. When true, keep only facts the SEC assigned a calendar frame (its canonical fact per period), dropping prior-period comparatives re-reported in later filings. When false, return every reported fact.

limitinteger

Maximum rows to return

offsetinteger

Result offset for pagination

Response

XBRL data retrieved successfully

type'concept' | 'facts' | 'frames'
cikstring

Padded CIK (concept and facts)

tickerstring nullable
entityNamestring nullable
taxonomystring nullable
tagstring

concept and frames

unitstring nullable
periodstring

frames only

sortstring

frames only

labelstring nullable
descriptionstring nullable
dedupeboolean

concept and facts with concepts

formTypesstring[]
fiscalPeriodsstring[]
dateAfterstring date nullable
dateBeforestring date nullable
limitinteger
offsetinteger
totalinteger

Rows matching before pagination

Changes