Use the “Filings type lookup” tool

Last updated: June 9, 2025

What it is:

The Filings type lookup tool helps you identify which regulatory filing types are relevant for specific information (e.g., executive pay, risk factors).

What it’s for: Used before retrieving filings, especially when you’re not sure which form types contain what you need.

Example: "Which SEC filings would contain information about executive compensation?"

Key Features:

  • Maps search terms to relevant filing types (e.g., 10-K, DEF 14A)

  • Essential prep step before using Company Filings

  • Supports filtering by specific form types

  • Useful for unfamiliar regulatory queries