SEC Next Generation EDGAR Information

The following is information which is helpful in making use of the XBRL data within the SEC Next Generation EDGAR system. These demos and examples hopefully help people to begin to see the potential of what is possible and what is needed to make it possible.  Think Linked data.

If you have an example that you would like to have on this list, please send me an email (CharlesHoffman@olywa.net). There are a few rules.  The information needs to be publicly available, readable by computers and by humans (not just by humans).

(Appologies that these renderings are only verified to work in Microsoft IE 8.  I wish I had the knowlege and the time to get them to work in Safari, Chrome, and Firefox; but I am not a developer, I am a CPA.  If anyone wants to tweak style sheets to make these work on other broswers, I am happy to use those style sheets or post to links to where you are using those style sheets which work with other browsers.)

  1. SEC Next Generation EDGAR Search Page: This HTML page is simply the main search page of the SEC Next Generation EDGAR system.
  2. SEC XBRL RSS Feed: This RSS feedprovides information on the last 100 XBRL filings received by the SEC.
  3. XBRL Cloud List of XBRL Filers:  This can be thought of as an improved RSS feed.  Rather than have the latest 100 filings like the SEC's RSS feed, it has ALL the XBRL filings submitted.  This HTML version is useful. But this XML version is even more useful because you can write software applications which make use of the list and do really interesting things.
  4. Public Float Query Demo: This is a little demo I put together of the power of XBRL and linked data.  This demo has a readable HTML page, an XML page, and an XSLT style sheet.  The data in the XML file was grabbed from the SEC Next Generation EDGAR system using the SEC RSS Feed of the last 100 filings. That list was used to go into the XBRL filings, find the element "dei:EntityPublicFloat", and return that value.  The query then summarizes the values on the list.  For more information see this blog entry.  The point of this is not to say that the public float information is useful or to say that this is the total public float or provide any real meaningful value.  The point is to show that you can get at information, across company filings, using automated processes.  Other more useful queries of information will most likely be provided.  This is just a demo.
  5. Entity Extension Information Demo: This little demo uses an Excel spreadsheet to read information provided by the XBRL Cloud List of XBRL Filers (above).  That list has information about taxonomy concepts added by filers.  The Excel spreadsheet reads that information and puts it into one Excel spreadsheet so that it is more readable.  This is the most current Excel spreadsheet.  (This spreadsheet contains macro code which grabs the information.) This blog entry has more information.
  6. Fortune 100 Listing Demo: This is a demo which provides a list of the Fortune 100 companies. The list looks somewhat similar to the human readable list provided by CNN Money.  But, there are several important differences.  First, the list is really in XML.  A style sheetmakes it look more appealing to humans, but computers can read this list. Second, the SEC CIK number is included on this list.  This may not seem like a big deal, but it really is.  It allows for this list to be cross referenced to other lists, such as the SEC EDGAR system, via the CIK number.  Really look how this one list connects the SEC system, the CNN Money list, and this list together by checking out the links on the page. Third, an industry is provided for these companies which allows for filtering and comparisons by industry (i.e. metadata is important).
  7. Compare Extension Concepts Added. This allows you to select two companies and then compare the extension concepts added to their taxonomy of each, side-by-side.

Ideas for additional demos

Here are some ideas for additional demos:

  • Dynamically created Fortune 100, 500, and 100 lists.  There may not be enough XBRL filings to do this for all companies. For example, a number of the Fortune 100 have not even done XBRL filings yet.  Eventually, it will be easy to read XBRL instance information and dynamically create these lists in a bunch of different ways.
  • Total market capitalization for all SEC filers. Cannot do it until everyone files XBRL.
  • Analysis of extention concepts added by filers.  Lots of different possibilities for analyzing the extension concepts added by SEC filers.
  • Types of validation errors.  Lots of different analysis for the types of validation errors and other inconsistencies in the XBRL filings.  This is important to help make the inconsistencies go away.
  • iPhone application.  Some sort of iPhone application would be interesting.

Mashup Information Console

Here is a web page which has information about SEC XBRL filingsphysically located on three different web sites, pulled together on one web page.  This is not a mashup, but it contains information helpful in creating mashups.  Information on this page includes:

  • Company name of the SEC filer.
  • SEC CIK number of the filer (this is a unique ID assigned to each SEC filer by the SEC).
  • Asseccention number of the filing (this is basically a unique ID assigned to each filing by the SEC).
  • Link the HTML Interactive Datawhich is provided by the SEC and is a rendering of what is contained in the SEC XBRL filing.
  • Link to Excel Datawhich is provided by the SEC and is an Excel file which has a rendering of what is contained in the SEC XBRL filing.
  • Link to XBRL Instance which is the actual XBRL instance filed on the SEC web site.
  • Link to Taxonomy Presentation HTMLwhich is provided by XBRL Site.com and is an HTML rendering of the presentation linkbase of the SEC filer.
  • Link to Taxonomy Presentation XMLwhich is provided by XBRL Site.com and is an XML file containing an easy to use hierarchy of the presentation linkbase.
  • Link to Extension Concepts Informationwhich is provided by XBRL Cloud and is a listing of extension concepts created by the SEC filer for the filing.
  • Link to Error Reportwhich is provided by XBRL Cloud and is a listing of validation error detected by XBRL Cloud.

Again, check out the information here: http://www.xbrlsite.com/demos/console/console.htm.  If you want any information you provide publically listed here for others to use, let me know.