v5.1.0

What's New in 5.1.0

Added

• ProxyStatement Data Object for DEF 14A Filings

  • Added comprehensive support for Form DEF 14A (Proxy Statement) filings
  • New ProxyStatement class accessible via filing.obj() for DEF 14A filings
  • Full data model including meeting information, proposals, voting procedures, and executive compensation
  • Rich display with formatted tables showing proxy details and proposal summaries

• parent_abstract_concept Column in XBRL Facts

  • Added parent_abstract_concept column to XBRL facts DataFrames
  • Provides better understanding of financial statement hierarchy
  • Distinguishes between metric parents (calculations) and abstract/section parents (presentation)

Fixed

• XBRL Date Discrepancy Correction (#513)

  • Fixed incorrect DocumentPeriodEndDate in XBRL instance documents
  • Now uses SGML header <PERIOD> field as authoritative source for document period
  • Corrects cases where XBRL instance has wrong date (e.g., Netflix 2012 10-K)

• 20-F Section Detection Enhancement

  • Improved section detection for Form 20-F (foreign issuer annual reports)
  • Reduces false positives in section identification

• TOC Section Text Extraction

  • Fixed handling of HTML comment nodes in table of contents section text extraction

• Notebooks Directory Structure (#531)

  • Restored Jupyter notebooks to root notebooks/ directory

Changed

• Documentation improvements with accurate code examples and cleaner structure

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Full Changelog: v5.0.2...v5.1.0