Turn real-time SEC filings into action.
Automate the collection of public SEC information and transform relevant filings into instant, structured, integration-ready datasets built around your requirements.
Talk through your requirementsFiling data, organized.
A sample view of a structured delivery workflow
- 10-KAnnual filingCompany disclosureMetadata
- 10-QQuarterly filingFinancial updatesFields
- 8-KCurrent reportMaterial eventsUpdates
- DEF 14AProxy statementShareholder infoContent
Designed for data-driven workflows: investment research, financial analytics, compliance research, and business intelligence.
Less manual collection. More useful data.
SEC disclosures are valuable, but collecting and maintaining the right information can be time-consuming. We help automate the process from source to destination.
Filing collection: Collect relevant filing types, including 10-K, 10-Q, 8-K, registration statements, proxy filings, and other agreed forms.
Metadata and fields: Capture company identifiers, form types, filing dates, accession numbers, document references, and selected content.
Scheduled updates: Set up recurring collection and refresh workflows based on your data needs and applicable source-access guidance.
Flexible delivery: Deliver agreed outputs in formats such as CSV, JSON, database-ready tables, or cloud storage destinations.
Quality controls: Use validation, deduplication, field checks, and exception reporting where appropriate to your requirements.
Integration-ready: Fit the data into downstream systems and analytics workflows through an agreed delivery or integration pattern.
Get alerted by form type and company
Start with a defined set of companies, filing types, fields, and historical coverage. We work with you to establish a practical approach and output that supports the way your team works.
- Target specific companies, filing forms, and date ranges
- Extract selected disclosures, text sections, or tables where feasible
- Choose delivery formats and refresh schedules around your use case
- Choose how you will be notified
Example project scope
- Companies and identifiers: Defined list or agreed universe
- Filing types: 10-K · 10-Q · 8-K · Proxy
- Data elements: Metadata, selected fields, text
- Output: CSV · JSON · Tables · Cloud
- Refresh cadence: Agreed to fit requirements
- Quality approach: Validation and exception handling
Simple to scope. Built to fit.
You define what you need, we create samples, you validate, and we deliver.
- Define: Set the companies, forms, fields, historical range, cadence, and destination.
- Validate: Review a representative sample and agree on extraction rules and edge cases.
- Deliver: Configure the collection workflow and deliver data in the agreed format.
- Maintain: Monitor performance, handle source changes, and refine as requirements evolve.
Stop waiting for the EDGAR file
Even with paid access, the file is rarely on time and often not available. If consistency and reliability are important to you, we can help.
Responsible collection
Our approach considers:
- SEC-published access policies and fair-access guidance
- Appropriate request pacing and source-aware scheduling
- Error handling, monitoring, and data validation
- Source format, volume, and feasibility of requested fields
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Let’s define your SEC data requirements.
Tell us which filings and fields you need, how often the data should refresh, and where it needs to go. We’ll help assess a practical approach for your workflow.
Start a conversation
At Liberty Metrics we don't just have clients. We have partnerships. We view your business as an extension of ours.
We tailor our technology to your business needs. We do it while maintaining a high level of respect and confidentiality for your business.
We value responsiveness, contact us now and we will reply within an hour.
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