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v5.23.0 — 424B Prospectus Parser

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@dgunning dgunning released this 11 Mar 11:16
· 938 commits to main since this release
v5.23.0
8c3840f

Highlights

424B Prospectus Parser — Full multi-phase parser for 424B prospectus filings (424B1–424B8). Extracts cover page data, classifies offering types, and parses underwriting terms, selling stockholder tables, and structured note details. Access via filing.obj() on any 424B filing.

Deal Object — Deal provides a normalized summary of a prospectus: issuer, security type, pricing, aggregate proceeds, underwriters, and key dates.

ShelfLifecycle Object — Traces a shelf registration (S-3) through its full lifecycle: original filing, effectiveness, takedowns, amendments, and expiration.

What's New

Added

  • 424B Prospectus Parser with cover page extraction and offering type classification
  • Deal object for normalized 424B deal summaries
  • ShelfLifecycle object for prospectus lifecycle insights
  • XBRL filing fees extraction from 424B fee exhibits
  • Selling stockholder extraction with numeric properties, warrant support, and to_dataframe()
  • to_context() on Prospectus424B and ShelfLifecycle for AI workflows

Fixed

  • XBRLS detailed view overwriting totals with dimensional segment values (#687)
  • Filer type classification fallback for ~955 companies missing state_of_incorporation (#562)
  • Small business form hyphen corrections (10KSB → 10-KSB)
  • Document stitching dimension skip applied unconditionally
  • 17 bugs fixed across 424B parser review passes

Performance

  • 424B HTML parsed once instead of 4 times
  • ShelfLifecycle uses SGML file_number, skips full filing loads

Changed

  • CI test matrix reduced to Python 3.10 and 3.13
  • 195 network tests moved out of fast test suite

Full Changelog: v5.22.0...v5.23.0

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