v5.7.1 - Critical Bug Fix: Statement of Equity NaN Values

Critical Bug Fix Release

This release fixes a data accuracy regression introduced in v5.7.0 that caused Statement of Equity and Comprehensive Income to show mostly NaN values.

Fixed

• Statement of Equity and Comprehensive Income NaN Values (Issue #571)
  • v5.7.0 regression caused these statements to show mostly NaN values
  • Root cause: The include_dimensions=False default filtered out dimensional data that these statements require
  • Statement of Equity and Comprehensive Income are inherently dimensional statements (tracking changes across equity components)
  • Changed default for statement_of_equity() and comprehensive_income() to include_dimensions=True
  • Also fixed in StitchedStatements class for multi-period analysis
  • AAPL values improved from 4/13 concepts with values (31%) to 12/27 (44%)
  • Users can still explicitly set include_dimensions=False for previous behavior

Upgrade

pip install --upgrade edgartools

Verification

from edgar import Company

company = Company("AAPL")
filing = company.get_filings(form="10-K").latest()
stmt = filing.xbrl().statements.statement_of_equity()
df = stmt.to_dataframe()

# Should now have values for concepts like:
# - StockIssuedDuringPeriodValueNewIssues
# - Dividends
# - ShareBasedCompensation

This release is highly recommended for all users working with equity statements.

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Full changelog: https://github.com/dgunning/edgartools/blob/main/CHANGELOG.md