EDGAR Text Search

EDGAR Text Searching

You can search for certain text within a specific company's filings by entering a Company Name, Ticker Symbol, or Central Index Key (CIK) along with the text search or you can search all EDGAR filings by just filling out the Search Text field in Section 1.

Text Search Operators

• Quotations and Phrases:

  i.e. "Microsoft Windows"
  Quotation Marks denote a 'close to' situation. Including words in quotation marks searches for occurences of those words on the same line within a filing.

  i.e. Microsoft Office Systems
  You may also just enter a brand name or phrase without quotation marks.

• Stemming:

  * Asterisk - a *

  i.e. bank *
  In the example above the text search will look for all words that start with the letters "bank", and end with any of these common endings:
  "able, ally, ality, ation, ed, ent, er, es, est, ible, iest, ility, ing, ingly, ion, ist, less, ly, ment, nent, n, or, s, tion". For the example above the search will find banks, banker, banking, banked, bankable within the filings.

• Inclusions:

  AND operator - 'a' and 'b'

  i.e. bankruptcy and merger = bankruptcy+merger
  The AND operator will search both occurences of 'a' and 'b' in each filing. This does not assure close proximity of these words, but will assure both words occured at least once in the filings in the results.

• Exclusions:

  NOT operator - 'a' not 'b'

  i.e. Donald J Trump NOT Trump Entertainment Resorts Inc
  The NOT operator will search for the occurrence of 'a' but will not include those filings which also include 'b'.

• Grouping:

  ( ) Parenthesis - (a or b) and c

  i.e. (merger or acquisition) and bankruptcy
  The parenthesis denotes a group. A group will be searched before any other attached expressions. The results of the group will then be searched with the attached expressions then the results will be shown.

• Proximity:

  NEAR (C) - A near (C) B
  Where:
  A = First word
  C = Number of words within
  B = Second word

  i.e. Letter near (2) credit
  The NEAR operator will search for the occurrence of 'A' that are within 'C' words (on either side) of 'B'

  Join (C) - A join (C) B
  Where:
  A = First word
  C = Number of words after
  B = Second Word

  i.e. International join (1) Machines
  The JOIN ( ) operator will search for all occurences of 'B' that are within 'C' words after 'A'.

  Note: You can use any combination of the above operators in your text search string.

  ---

                   

  ---