Company Filings
- 02:47
Finding and extracting company filings in FactSet.
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Company filings. If I want to get company filings for a company, we need to start off at the main snapshot page. And here in the left sidebar, you can see that there is a section called News, Research, and Filings. I can select all, which shows me everything, but then if I wanted to be a little more finessed about this, I could choose just Press Releases, and then I could search for something within this category. In this case, I've chosen Earnings, and then it will just pick up all the filings that have the keyword "earnings" in the filing. And then if I just hit Enter, it returns to showing all of the press releases. So there's a lot of information here.
I can then just choose to view earnings releases. And the nice thing about this feature is it splits it by year. So you can see in 2022, we've got Q1, Q2, Q3, and fiscal year for '22. But then I can also see that for 2023, there are only two quarters that have been reported. We can also see that for each quarterly earnings date, we have the earnings call transcript, the press release, and the full quarterly file. If I click on the Excel link here, that will download the income statement, the balance sheet, and the cashflow statement for that particular filing. And if I open up the filing, you can see here it's got related contents on the right, but what we also have on the left is a nice, structured layout of the document. So if I wanted to jump to the management's discussion and analysis, I can jump to that using the headings here on the left, or I can jump to the balance sheet, the income statement, the statement of shareholders equity, and then any of the footnotes. So if I wanted to jump to a particular footnote, in this case, income taxes, I can just click on the heading. If I wanted to select one of these tables in the filing, I could either copy the whole table, or I can create a link to the table, creating either a public link or a workstation link, or I can download the table to Excel. If I select one of the numbers, I can add a comment to it, and that will allow me to annotate the filing. Or if I click on it, I can create a link to this number in the filing. And that's, again, either a workstation link, which is just for my workstation, or a public link that I can share with anyone. And you can see that when you create a link, that that's then just copied to my clipboard. So that is the filings information in FactSet, and that covers all of the filings that the company has issued to investors.