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Finance Research Resources: Finding SEC Filings & Annual Reports

This guide gathers in one place the links to company financial datasets, industry ratios, background information, news on finance topics and academic research articles for corporate finance and financial markets.

How do I find the SEC filings for my companies?

These resources provide alternative ways to get the SEC filings, fyi.

You can go right to the SEC’s EDGAR database of public company filings, http://www.sec.gov/edgar/searchedgar/webusers.htm.

Mergent Online,  houses links to the SEC filings via http://uclibs.org/PID/115823 . If you use the ‘Government Filings’ tab, you can download these filings easily into excel or to grab any graphics for your presentations

 

Which SEC filings give me the most relevant information for my analysis?

The 10-K is a good place to be thorough. Especially check out the footnotes to the financials and the Management Discussion.

ARS —the annual report; SC-13 changes in beneficial ownership, S-8 changes in employee benefit plans, DEF 14 proxy series. For a complete list of the forms and what they cover see http://www.sec.gov/about/forms/secforms.htm

 

Company Annual Reports

Research Help

Adele Barsh's picture
Adele Barsh
Contact:
Economics & Business Librarian

UC San Diego Library

University of California, San Diego

9500 Gilman Dr. 0175R

La Jolla, CA 92093-0175
Subjects:Business, Economics