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EdgarTools 5.34.0

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@dgunning dgunning released this 02 Jun 10:36
· 58 commits to main since this release
v5.34.0
b7a32d4

SEC section extraction is now form-aware by design: form structure is declarative data rather than 10-K-shaped heuristics, link-less-TOC bank filings (Goldman Sachs, Citigroup) extract their items correctly, and wrong-content sections are flagged instead of trusted.

Added

  • Section.markdown() now works on TOC-detected sections — slices the section HTML and renders structure-preserving markdown (tables, lists) instead of falling back to flat text. Completes the Section.markdown() work from 5.32.0.
  • Per-form section schema — each form's extraction rules live in a declarative schema (form_schema.py) instead of branches in the TOC analyzer; supporting a new form is now a table entry.
  • Body-header item recovery — recovers canonical items from link-less-TOC 10-Ks (Goldman Sachs: 13 garbage sections → 21 correct items). Fires only when the linked-TOC parse is incomplete, so well-formed filings are untouched.
  • Section.warnings — flags sections whose content size is anomalous (truncated or over-captured) instead of returning them at high confidence.

Fixed

  • TenQ['Item 1'] returned Legal Proceedings instead of Financial Statements — pre-header 10-Q items were keyed without their Part prefix, so lookups fell through to Part II.
  • Fund get_company() silently returned None — SEC now types fund CIKs as numeric (225323.0), which broke key matching; CIKs are normalized through int so all forms key identically.
  • TenK.items now returns canonical SEC order (1, 1A, … 16) on all paths, not detection order.
  • Bare 10-K item keys get their canonical part prefix inferred from the item number; "Item 8" in sections still works.
  • Filer-specific item suffixes (e.g. Caterpillar "Item 1D") are accepted instead of dropped as non-canonical.
  • Descriptive free-text and bare Part labels no longer leak as sections in the generic TOC path.
  • 'part' no longer false-matches inside words like "counterparties" when inferring Part context.
  • TOC analyzer logs internal failures instead of silently degrading to the generic scraper.

Changed

  • Refreshed bundled reference data — ct.pq (CUSIP→ticker, 13F rendering) refreshed from SEC Fails-to-Deliver and merged to preserve coverage (68,512 CUSIPs); company_tickers.parquet (ticker↔CIK resolution) refreshed as a clean mirror of SEC's current data (10,365 entries).

Installation

pip install edgartools==5.34.0
Assets 4
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