I'm trying to write a Microsoft Excel UDF to pull information from the U.S. SEC's EDGAR database. The documentation I can find says that I can pull data (for example) this way, and I'll get a JSON response:
https://data.sec.gov/api/xbrl/companyconcept/CIK##########/us-gaap/AccountsPayableCurrent.json
This works, as long as the taxonomy is "us-gaap", but I would have assumed that if I needed something from the "dei" taxonomy, I would just change that section of the URI, but no dice. For example, a company quarterly filing would have, on its cover page, its ticker symbol, which is in the dei taxonomy as "TickerSymbol". This, however, doesn't work
https://data.sec.gov/api/xbrl/companyconcept/CIK##########/dei/TickerSymbol.json
Anybody have experience trying to get this data out? I'm sure I'm missing something obvious, but I've been banging my head on this too long.
The concept that you are after is called TradingSymbol
not TickerSymbol
. Have a look at this Microsoft filing and search for "Symbol":
https://www.sec.gov/ix?doc=/Archives/edgar/data/789019/000156459022026876/msft-10k_20220630.htm
It appears that the concept is reported using a dimensional breakdown so that it is reported for each class of share, and unfortunately, it appears that facts with dimensions are not included in the data.sec.gov
data. I can't find any documentation to this effect, but if I look at all facts for the company using this view, I can't find any dimensionally qualified facts:
https://data.sec.gov/api/xbrl/companyfacts/CIK0000789019.json
Given the amount of facts in a typical filing that are dimensionally qualified, this seems like quite an omission.
You might like to take a look at the XBRL US API, which I know does include all facts: