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v5.30.0

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@dgunning dgunning released this 15 Apr 22:22
· 193 commits to main since this release
v5.30.0
9bfd417

What's New

Proxy Season Analysis

New ProxySeason and ProxyContest classes for grouping proxy filings by season and detecting contested director elections. Market-wide discovery is available via proxy_contests(). (#773)

Proxy HTML Data Extractors

Structured extraction from DEF 14A proxy statements now covers Summary Compensation Tables (executive pay), CEO pay ratio with footnote cross-validation, voting proposals, beneficial ownership tables, director compensation tables, and audit fees by category.

Full-Text Search Enhancements

EFTS search is enriched with relevance scores, aggregations, filtering, and pagination. A new .grep() method provides universal content search across filings.

Bug Fixes

  • Fiscal year labels for non-calendar FYE companies — Period labels for companies with early fiscal year ends (Jan–Mar) now follow the industry-standard convention (e.g., NVIDIA Q3 ending Oct 2025 is labeled "Q3 2026"). (#779)
  • Empty statements from forward-looking schedule data — Companies with XBRL-tagged footnote amortization schedules no longer produce phantom future periods that displace real quarterly data. (#781)
  • Missing XBRL instance from SEC — XBRL instance documents are now fetched directly from SEC when the local feed file lacks them. (#778)
  • XBRL parsing for bytes content — Parser hardened to handle bytes content and missing entity info without errors.
  • Concept panel display in viewer.search() — Restored section separator newlines inside Concept panels that were incorrectly removed in v5.29.0. (#776)

Performance

  • Replaced BeautifulSoup with lxml for proxy HTML parsing — faster and more memory-efficient.
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