edgar_notes
Retrieve notes and disclosures from SEC filings to explain financial statement line items, including debt terms, revenue policies, lease schedules, and contingencies.
Instructions
Drill into the notes and disclosures behind financial statement numbers. Use this when you need to explain WHY a number is what it is — debt terms, revenue recognition policies, lease schedules, contingencies, etc.
Returns the note's narrative text, which statement line items it explains, and structured table data.
Examples:
What does Apple's debt note say? topic="debt", identifier="AAPL"
Revenue recognition policy: topic="revenue", identifier="MSFT"
All notes overview: identifier="TSLA" (no topic = table of contents)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| form | No | Filing form type (default: 10-K). Use 10-Q for quarterly notes. | 10-K |
| topic | No | Note topic to search for (e.g., 'debt', 'revenue', 'leases', 'contingencies'). Omit for table of contents. | |
| detail | No | Detail level: minimal (titles only), standard (context + tables), full (includes DataFrame data) | standard |
| identifier | Yes | Company ticker (AAPL), CIK (320193), or name |