### Install websockets client

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Install the necessary Python library for WebSocket communication.

```bash
pip install websockets
```

--------------------------------

### Install SEC-API Python Library

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Install the SEC-API Python library using pip. Ensure you have Python and pip installed.

```bash
pip install sec-api
```

--------------------------------

### Example Response from Mapping API

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This is an example of the JSON response structure when resolving company details using the Mapping API. It includes various company attributes.

```json
[
  {
    "name": "Tesla Inc",
    "ticker": "TSLA",
    "cik": "1318605",
    "cusip": "88160R101",
    "exchange": "NASDAQ",
    "isDelisted": false,
    "category": "Domestic Common Stock",
    "sector": "Consumer Cyclical",
    "industry": "Auto Manufacturers",
    "sic": "3711",
    "sicSector": "Manufacturing",
    "sicIndustry": "Motor Vehicles & Passenger Car Bodies",
    "famaSector": "",
    "famaIndustry": "Automobiles and Trucks",
    "currency": "USD",
    "location": "California; U.S.A",
    "id": "e27d6e9606f216c569e46abf407685f3"
  }
]
```

--------------------------------

### Get Investment Adviser Brochures

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves a list of brochures for a given adviser ID. Requires the FormAdvApi to be initialized.

```python
response = formAdvApi.get_brochures(149777)
print(response["brochures"])
```

--------------------------------

### Form 1-K API

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This section explains how to use the Form1KApi class to retrieve Form 1-K filings. It provides a Python code example and an example of the response structure.

```APIDOC
## Form 1-K API

### Description
Use the `Form1KApi` class to search for and retrieve Form 1-K filings from the SEC. This API allows you to query filings based on various criteria and retrieve structured data.

### Method
`get_data(search_params)`

### Parameters
#### Request Body
- **search_params** (dict) - A dictionary containing search parameters such as `query`, `from`, `size`, and `sort`.

### Request Example
```python
from sec_api import Form1KApi

form1KApi = Form1KApi("YOUR_API_KEY")

search_params = {
    "query": "fileNo:24R-00472",
    "from": "0",
    "size": "50",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = form1KApi.get_data(search_params)
form1Ks = response["data"]

print(form1Ks)
```

### Response
#### Success Response (200)
- **total** (dict) - Contains the total number of results and the relation.
- **data** (list) - A list of Form 1-K filing objects, each containing details like `id`, `accessionNo`, `formType`, `filedAt`, `periodOfReport`, `cik`, `companyName`, `item1`, and `summaryInfo`.

#### Response Example
```json
{
  "total": { "value": 4, "relation": "eq" },
  "data": [
    {
      "id": "9e7259d5bfcc20d7bdf19c7037ab1186",
      "accessionNo": "0001493152-25-009865",
      "formType": "1-K",
      "filedAt": "2025-03-11T16:38:05-04:00",
      "periodOfReport": "2024-12-31",
      "cik": "1786471",
      "companyName": "Aptera Motors Corp",
      "item1": {
        "formIndication": "Annual Report",
        "fiscalYearEnd": "12-31-2024",
        "city": "Carlsbad",
        "stateOrCountry": "CA"
      },
      "summaryInfo": [
        {
          "commissionFileNumber": "024-11479",
          "offeringQualificationDate": "05-19-2021",
          "qualifiedSecuritiesSold": 14000000,
          "offeringSecuritiesSold": 12630689,
          "pricePerSecurity": 8.02,
          "aggregrateOfferingPrice": 101297126,
          "issuerNetProceeds": 99964154
        }
      ]
    }
  ]
}
```
```

--------------------------------

### Retrieve Form 13F Cover Pages with Python

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use Form13FCoverPagesApi to get metadata from Form 13F cover pages. This example queries filings within a specific date range for a given CIK and prints manager name, report period, and total value.

```python
from sec_api import Form13FCoverPagesApi

form13FCoverPagesApi = Form13FCoverPagesApi(api_key="YOUR_API_KEY")

response = form13FCoverPagesApi.get_data({
    "query": "cik:1350694 AND periodOfReport:[2023-01-01 TO 2024-12-31]",
    "from": "0",
    "size": "10",
    "sort": [{"filedAt": {"order": "desc"}}]
})

for filing in response["data"]:
    mgr = filing["filingManager"]
    print(f"{mgr['name']} | {filing['periodOfReport']} | Total value: ${filing['tableValueTotal']:,}")
```

--------------------------------

### Get All Datasets

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves a raw JSON list of all available datasets. No API key is required.

```APIDOC
## Get All Datasets

### Description
Retrieves a raw JSON list of all available datasets. No API key is required.

### Method
```python
datasets.get_all()
```

### Response Example
```json
[
  {
    "datasetId": "1f11ba9b-e03a-6950-a464-a23fcc53ee6f",
    "datasetIdInUrl": "audit-fees",
    "name": "Audit Fees",
    "description": "Structured dataset of annual audit fees extracted from SEC filings...",
    "formTypes": ["DEF 14A"],
    "containerFormat": ".jsonl.gz",
    "fileTypes": ["JSONL"],
    "updatedAt": "2026-04-09T05:00:01.000Z",
    "earliestSampleDate": "2001-03-01",
    "totalRecords": null,
    "totalSize": 9792910
  }
]
```
```

--------------------------------

### Retrieve Form 1-K Filings with sec-api-python

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Utilize the Form1KApi to fetch Form 1-K filings. This example demonstrates setting up search parameters including a specific file number, date range, and sorting.

```python
from sec_api import Form1KApi

form1KApi = Form1KApi("YOUR_API_KEY")

search_params = {
    "query": "fileNo:24R-00472",
    "from": "0",
    "size": "50",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = form1KApi.get_data(search_params)
form1Ks = response["data"]

print(form1Ks)
```

--------------------------------

### Form 1-Z API

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This section describes the usage of the Form1ZApi class for retrieving Form 1-Z filings. It includes a Python code example and an example of the response structure.

```APIDOC
## Form 1-Z API

### Description
Use the `Form1ZApi` class to search for and retrieve Form 1-Z filings from the SEC. This API allows you to query filings based on various criteria and retrieve structured data.

### Method
`get_data(search_params)`

### Parameters
#### Request Body
- **search_params** (dict) - A dictionary containing search parameters such as `query`, `from`, `size`, and `sort`.

### Request Example
```python
from sec_api import Form1ZApi

form1ZApi = Form1ZApi("YOUR_API_KEY")

search_params = {
    "query": "cik:*",
    "from": "0",
    "size": "50",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = form1ZApi.get_data(search_params)
form1Zs = response["data"]

print(form1Zs)
```

### Response
#### Success Response (200)
- **total** (dict) - Contains the total number of results and the relation.
- **data** (list) - A list of Form 1-Z filing objects, each containing details like `id`, `accessionNo`, `formType`, `filedAt`, `cik`, `ticker`, `companyName`, `item1`, `summaryInfoOffering`, and `certificationSuspension`.

#### Response Example
```json
{
  "total": { "value": 361, "relation": "eq" },
  "data": [
    {
      "id": "9b9dfa9d1532fbe9150cea549881f0cc",
      "accessionNo": "0001683168-26-002068",
      "formType": "1-Z/A",
      "filedAt": "2026-03-23T06:02:42-04:00",
      "cik": "1585380",
      "ticker": "INKW",
      "companyName": "Greene Concepts, Inc",
      "item1": {
        "issuerName": "Greene Concepts, Inc.",
        "city": "Marion",
        "stateOrCountry": "NC"
      },
      "summaryInfoOffering": [
        {
          "offeringQualificationDate": "04-03-2023",
          "offeringSecuritiesQualifiedSold": 4500000000,
          "offeringSecuritiesSold": 3047136365,
          "pricePerSecurity": 0.0006,
          "issuerNetProceeds": 1932001
        }
      ],
      "certificationSuspension": [
        {
          "securitiesClassTitle": "Common Stock",
          "approxRecordHolders": 5050
        }
      ]
    }
  ]
}
```
```

--------------------------------

### Example Response from EDGAR Entities Database

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This is an example response from the EDGAR Entities Database API, showing details for a specific entity like Tesla, Inc. It includes address, financial, and filing information.

```json
{
  "total": { "value": 1, "relation": "eq" },
  "data": [
    {
      "id": "1318605",
      "cik": "1318605",
      "name": "Tesla, Inc.",
      "businessAddress": {
        "street1": "1 TESLA ROAD",
        "city": "AUSTIN",
        "state": "TX",
        "stateName": "TEXAS",
        "zip": "78725"
      },
      "mailingAddress": {
        "street1": "1 TESLA ROAD",
        "city": "AUSTIN",
        "state": "TX",
        "stateName": "TEXAS",
        "zip": "78725"
      },
      "stateOfIncorporation": "TX",
      "phone": "512-516-8177",
      "irsNo": "912197729",
      "fiscalYearEnd": "1231",
      "sic": "3711",
      "sicLabel": "3711 MOTOR VEHICLES & PASSENGER CAR BODIES",
      "formTypes": { "4": true, "144": true, "8-K": true, "10-Q": true, "10-K": true },
      "filerCategory": "Large Accelerated Filer",
      "currentReportingStatus": true,
      "wellKnownSeasonedIssuer": true,
      "auditorName": "PricewaterhouseCoopers LLP",
      "auditorLocation": "San Jose, California"
    }
  ]
}
```

--------------------------------

### Get Executive Compensation Data by CIK

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Use the ExecCompApi to retrieve executive compensation data for a given CIK. Requires an API key.

```python
from sec_api import ExecCompApi

execCompApi = ExecCompApi("YOUR_API_KEY")

# Get data by CIK
result_cik = execCompApi.get_data("789019")
```

--------------------------------

### Get All Datasets (Raw JSON)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves a raw JSON list of all available datasets. No API key is required for this operation.

```python
all_datasets = datasets.get_all()
```

--------------------------------

### Extract 10-Q Section

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This example demonstrates how to extract a section from a 10-Q filing. The API call is similar to 10-K extraction, requiring the filing URL and section identifier.

```python
#
# 10-Q example
#
# Tesla 10-Q filing
filing_url_10q = "https://www.sec.gov/Archives/edgar/data/1318605/000095017022006034/tsla-20220331.htm"

```

--------------------------------

### Get Executive Compensation Data by Ticker

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Use the ExecCompApi to retrieve executive compensation data for a given company ticker. Requires an API key.

```python
from sec_api import ExecCompApi

execCompApi = ExecCompApi("YOUR_API_KEY")

# Get data by ticker
result_ticker = execCompApi.get_data("TSLA")
```

--------------------------------

### Search Form N-CEN Filings with Python

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Utilize the FormNcenApi to retrieve Form N-CEN filings, which are annual reports by investment companies. This example searches for 'Exchange-Traded Fund' filings and requires an API key.

```python
from sec_api import FormNcenApi

formNcenApi = FormNcenApi("YOUR_API_KEY")

search_params = {
    "query": 'managementInvestmentQuestionSeriesInfo.fundTypes:"Exchange-Traded Fund"',
    "from": "0",
    "size": "10",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = formNcenApi.get_data(search_params)
print(response["data"])
```

--------------------------------

### Get Separately Managed Accounts (Schedule D, Section 5.K)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves details about separately managed accounts, including asset distributions, borrowings, derivatives, and custodians. Requires the 'formAdvApi' object.

```python
separately_managed_accounts = formAdvApi.get_separately_managed_accounts(crd="149777")
print(separately_managed_accounts)
```

--------------------------------

### Access Form 13F Holdings with Python

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Utilize Form13FHoldingsApi to retrieve institutional portfolio holdings. This example shows how to fetch the most recent 13F filing for a specific CIK and print summary information.

```python
from sec_api import Form13FHoldingsApi

form13FApi = Form13FHoldingsApi(api_key="YOUR_API_KEY")

# Get Berkshire Hathaway's most recent 13F holdings
response = form13FApi.get_data({
    "query": "cik:1067983",
    "from": "0",
    "size": "1",
    "sort": [{"filedAt": {"order": "desc"}}]
})

filing = response["data"][0]
print(f"Period: {filing['periodOfReport']} | Holdings: {len(filing['holdings'])}")
for holding in filing["holdings"][:5]:
    print(f"  {holding['nameOfIssuer']:<30} CUSIP:{holding['cusip']}  ${holding['value']:>15,}")
```

--------------------------------

### List Available SEC Datasets

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Initializes the Datasets object and lists all available SEC datasets.

```python
from sec_api import Datasets

datasets = Datasets()

```

--------------------------------

### Show All Datasets (Formatted Output)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Displays a formatted table of all available datasets in the terminal. This is a convenient way to browse dataset information.

```python
datasets.show_all()
```

--------------------------------

### Download SEC Dataset as ZIP

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Downloads an entire SEC dataset as a single ZIP file. Useful for obtaining a complete snapshot.

```python
datasets.download("form-10k-content", strategy="zip")
```

--------------------------------

### Sync Dataset (Incremental Download)

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use the Datasets class with the 'sync' method (alias for download) to fetch only new or updated data containers. This is useful for daily updates.

```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# Sync (alias for download — only fetches new/updated containers)
datasets.sync("form-10k-content", path="./my-data/10k")

# Use in a daily cron job (0 6 * * * python sync.py)
datasets.sync("form-nport")
```

--------------------------------

### Form 1-A API

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This section details how to use the Form1AApi class to search and retrieve Form 1-A filings. It includes a Python code example and an example response structure.

```APIDOC
## Form 1-A API

### Description
Use the `Form1AApi` class to search for and retrieve Form 1-A filings from the SEC. This API allows you to query filings based on various criteria and retrieve structured data.

### Method
`get_data(search_params)`

### Parameters
#### Request Body
- **search_params** (dict) - A dictionary containing search parameters such as `query`, `from`, `size`, and `sort`.

### Request Example
```python
from sec_api import Form1AApi

form1AApi = Form1AApi("YOUR_API_KEY")

search_params = {
    "query": "summaryInfo.indicateTier1Tier2Offering:Tier1",
    "from": "0",
    "size": "50",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = form1AApi.get_data(search_params)
form1A = response["data"][0]

print(form1A)
```

### Response
#### Success Response (200)
- **total** (dict) - Contains the total number of results and the relation.
- **data** (list) - A list of Form 1-A filing objects, each containing details like `id`, `accessionNo`, `formType`, `filedAt`, `cik`, `companyName`, `issuerInfo`, and `summaryInfo`.

#### Response Example
```json
{
  "total": { "value": 1954, "relation": "eq" },
  "data": [
    {
      "id": "3049ff20a7a655422f33f02c192c75bf",
      "accessionNo": "0001493152-26-012984",
      "formType": "1-A",
      "filedAt": "2026-03-26T17:11:42-04:00",
      "cik": "1587603",
      "companyName": "WINNERS, INC.",
      "issuerInfo": {
        "street1": "401 RYLAND STREET",
        "city": "RENO",
        "stateOrCountry": "NV",
        "totalAssets": 475537,
        "totalLiabilities": 838770,
        "totalRevenues": 495,
        "netIncome": -978989
      },
      "summaryInfo": {
        "indicateTier1Tier2Offering": "Tier1",
        "financialStatementAuditStatus": "Unaudited",
        "securitiesOfferedTypes": ["Equity (common or preferred stock)"],
        "securitiesOffered": 10000000,
        "pricePerSecurity": 0.5,
        "totalAggregateOffering": 5000000
      }
    }
  ]
}
```
```

--------------------------------

### Search SRO Filings Database with Python

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Utilize the SroFilingsApi to query the SRO Filings database. This example demonstrates searching for filings from a specific SRO (NASDAQ) with pagination and sorting by issue date. An API key is required.

```python
from sec_api import SroFilingsApi

sroFilingsApi = SroFilingsApi("YOUR_API_KEY")

query = {
    "query": "sro:NASDAQ",
    "from": "0",
    "size": "10",
    "sort": [{"issueDate": {"order": "desc"}}],
}

response = sroFilingsApi.get_data(query)
print(response["data"])
```

--------------------------------

### Download All 10-K Filings Incrementally

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use the Datasets class to download all 10-K filings. This method supports incremental and resumable downloads, saving files to a default directory.

```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# Download all 10-K filings (incremental, resumable)
downloaded_files = datasets.download("form-10k-content")
# Saves to ./sec-api-datasets/form-10k-content/YYYY/YYYY-MM.zip
```

--------------------------------

### Get Dataset Details

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves detailed information about a specific dataset, identified by its ID.

```APIDOC
## Get Dataset Details

### Description
Retrieves detailed information about a specific dataset, identified by its ID.

### Method
```python
details = datasets.get_dataset_details("form-10k-content")
```

### Response Example
```json
{
  "datasetId": "1f11bb55-d58b-6080-bace-e7a62567f4b9",
  "datasetDownloadUrl": "https://api.sec-api.io/datasets/form-10k-content.zip",
  "name": "Form 10-K - Annual Reports - Filing Contents",
  "description": "HTML and TXT files of all Form 10-K filings published since 1993...",
  "updatedAt": "2026-04-09T07:07:57.058Z",
  "earliestSampleDate": "1993-10-01",
  "totalRecords": 303021,
  "totalSize": 33809939825,
  "formTypes": [
    "10-K",
    "10-K/A",
    "10-K405",
    "10-K405/A",
    "10-KSB",
    "10-KSB/A",
    "10-KT",
    "10-KT/A"
  ],
  "containerFormat": "ZIP",
  "fileTypes": ["TXT", "JSON", "HTML", "PAPER"],
  "containers": [
    {
      "downloadUrl": "https://api.sec-api.io/datasets/form-10k-content/2026/2026-04.zip",
      "key": "2026/2026-04.zip",
      "size": 15593008,
      "records": 167,
      "updatedAt": "2026-04-09T07:07:57.058Z"
    }
  ]
}
```
```

--------------------------------

### Get Direct Owners (Schedule A)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves direct owner information for a given CRD number.

```APIDOC
## Get Direct Owners (Schedule A)

### Description
Retrieves direct owner information for a given CRD number.

### Method
`formAdvApi.get_direct_owners(crd)`

### Parameters
#### Path Parameters
- **crd** (string) - Required - The CRD number to query.

### Response
#### Success Response (200)
- Returns an array of direct owner objects.

### Response Example
```json
[
  {
    "name": "ZEMLYAK, JAMES MARK",
    "ownerType": "I",
    "titleStatus": "EXECUTIVE VICE PRESIDENT & DIRECTOR",
    "dateTitleStatusAcquired": "2002-08",
    "ownershipCode": "NA",
    "isControlPerson": true,
    "isPublicReporting": false,
    "crd": "1586132"
  },
  {
    "name": "STIFEL FINANCIAL CORP.",
    "ownerType": "DE",
    "titleStatus": "SHAREHOLDER",
    "dateTitleStatusAcquired": "1982-02",
    "ownershipCode": "E",
    "isControlPerson": true,
    "isPublicReporting": true
  }
]
```
```

--------------------------------

### Download Entire Dataset as Single ZIP

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use the Datasets class with the 'zip' strategy to download an entire dataset as a single ZIP archive.

```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# Download entire dataset as single ZIP
datasets.download("form-4", strategy="zip")
```

--------------------------------

### Query SEC Filings with Python

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use the QueryApi to retrieve a list of SEC filings based on specified criteria. Ensure the api_key is configured.

```python
filings = queryApi.get_filings({
    "query": "formType:\"10-K\"",
    "from": "0", "size": "5",
    "sort": [{"filedAt": {"order": "desc"}}]
})

```

--------------------------------

### Show All Datasets (Formatted)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Displays a formatted table of all available datasets in the terminal.

```APIDOC
## Show All Datasets (Formatted)

### Description
Displays a formatted table of all available datasets in the terminal.

### Method
```python
datasets.show_all()
```

### Terminal Output Example
```
  ID                                                 Name                                                    Format             Size
  ────────────────────────────────────────────────── ─────────────────────────────────────────────────────── ────────── ────────────
  audit-fees                                         Audit Fees                                              .jsonl.gz        9.8 MB
  earnings-results-form-8-k-item-2-02                Earnings Results - Form 8-K, Item 2.02 (2004-Present)   ZIP            154.6 GB
  ...

  28 datasets available. Browse all at https://sec-api.io/datasets
```
```

--------------------------------

### Get Indirect Owners (Schedule B)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves indirect owner information for a given CRD number.

```APIDOC
## Get Indirect Owners (Schedule B)

### Description
Retrieves indirect owner information for a given CRD number.

### Method
`formAdvApi.get_indirect_owners(crd)`

### Parameters
#### Path Parameters
- **crd** (string) - Required - The CRD number to query.

### Response
#### Success Response (200)
- Returns an array of indirect owner objects.

### Response Example
```json
[
  {
    "name": "CORIENT PARTNERS LLC",
    "ownerType": "DE",
    "entityOwned": "CORIENT PRIVATE WEALTH LLC",
    "status": "OWNER",
    "dateStatusAcquired": "2022-02",
    "ownershipCode": "E",
    "isControlPerson": true,
    "isPublicReporting": false,
    "crd": ""
  },
  {
    "name": "CI FINANCIAL CORP.",
    "ownerType": "FE",
    "entityOwned": "CORIENT HOLDINGS INC",
    "status": "OWNER",
    "dateStatusAcquired": "2019-11",
    "ownershipCode": "E",
    "isControlPerson": true,
    "isPublicReporting": false,
    "crd": ""
  }
]
```
```

--------------------------------

### Access Form N-PORT Holdings with Python

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use FormNportApi to search for mutual fund and ETF portfolio holdings. This example retrieves filings for funds with a minimum asset threshold within a specified reporting period.

```python
from sec_api import FormNportApi

nportApi = FormNportApi("YOUR_API_KEY")

response = nportApi.get_data({
    "query": "fundInfo.totAssets:[500000000 TO *] AND genInfo.repPdEnd:[2026-01-01 TO 2026-12-31]",
    "from": "0",
    "size": "5",
    "sort": [{"filedAt": {"order": "desc"}}],
})

for filing in response["filings"]:
    info = filing["genInfo"]
    fund = filing["fundInfo"]
    print(f"{info['seriesName']} | Assets: ${fund['totAssets']:,.0f} | Holdings: {len(filing.get('invstOrSecs', []))}")
```

--------------------------------

### List All Available Datasets

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use the Datasets class to list all available bulk EDGAR filing datasets. No API key is required for this operation.

```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# List all available datasets (no API key required)
all_datasets = datasets.get_all()
datasets.show_all()
```

--------------------------------

### Get Subsidiary Data by Query

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieve subsidiary data using a custom query, such as by ticker, with sorting. Requires an API key.

```python
from sec_api import SubsidiaryApi

subsidiaryApi = SubsidiaryApi("YOUR_API_KEY")

query = {
    "query": "ticker:TSLA",
    "from": "0",
    "size": "50",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = subsidiaryApi.get_data(query)

print(response["data"])
```

--------------------------------

### Get Voting Records by Accession Number

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves the voting records associated with a specific N-PX filing, identified by its accession number.

```APIDOC
## Get Voting Records by Accession Number

### Description
Fetches the proxy voting records for a given N-PX filing using its accession number.

### Method
`formNpxApi.get_voting_records(accessionNo)`

### Parameters
#### Path Parameters
- **accessionNo** (str) - Required - The accession number of the N-PX filing.

### Request Example
```python
accessionNo = npx_filing_metadata[0]["accessionNo"]
response = formNpxApi.get_voting_records(accessionNo)
```

### Response
#### Success Response (200)
- **proxyVotingRecords** (list) - A list of proxy voting records.

#### Response Example
```json
{
  "id": "723cc6d725f186bd4436136332d7fc98",
  "accessionNo": "0001021408-25-003152",
  "formType": "N-PX",
  "filedAt": "2025-08-25T14:01:44-04:00",
  "periodOfReport": "2025-06-30",
  "cik": "884546",
  "companyName": "CHARLES SCHWAB INVESTMENT MANAGEMENT INC",
  "proxyVotingRecords": [
    {
      "issuerName": "10x Genomics, Inc.",
      "cusip": "88025U109",
      "meetingDate": "06/03/2025",
      "voteDescription": "To approve, on a non-binding, advisory basis, the compensation of our named executive officers.",
      "voteCategories": {
        "voteCategory": [{ "categoryType": "SECTION 14A SAY-ON-PAY VOTES" }]
      },
      "voteSource": "ISSUER",
      "sharesVoted": 653315,
      "vote": {
        "voteRecord": [
          {
            "howVoted": "AGAINST",
            "sharesVoted": 653315,
            "managementRecommendation": "AGAINST"
          }
        ]
      }
    }
  ]
}
```
```

--------------------------------

### Download Entire Datasets of SEC Filings

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

This snippet shows how to download entire datasets of SEC filings, such as all 10-K filings or all 13-F holdings, using the `Datasets` class. The `download` method takes a dataset identifier.

```APIDOC
## Download Entire Datasets of SEC Filings

### Description
This function downloads entire datasets of SEC filings, such as all 10-K filings or all 13-F holdings.

### Method
`download(dataset_name: str)`

### Parameters
#### Path Parameters
- **dataset_name** (str) - Required - The name of the dataset to download (e.g., "form-10k-content", "form-13f-holdings").

### Request Example
```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# downloads all 10-K filings (1993-present) to ./sec-api-datasets/form-10k-content/YYYY/YYYY-MM.zip
datasets.download("form-10k-content")
# all 13-F institutional holdings
datasets.download("form-13f-holdings")
```

### Response
#### Success Response (200)
- **None** - The function downloads the dataset to a local directory.
```

--------------------------------

### Get Other Business Names

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieves a list of other business names associated with an entity, as reported in Schedule D, Section 1.B of Form ADV.

```APIDOC
## Get Other Business Names (Schedule D, Section 1.B)

### Description
Retrieves a list of other business names associated with an entity.

### Method
```python
formAdvApi.get_other_business_names(crd: str)
```

### Parameters
#### Path Parameters
- **crd** (string) - Required - The CRD number of the entity.

### Response
#### Success Response (200)
- **name** (string) - The name of the other business.
- **jurisdictions** (list of strings) - A list of state abbreviations where the business operates.

### Request Example
```python
other_business_names = formAdvApi.get_other_business_names(crd="149777")
```

### Response Example
```json
[
  {
    "name": "MORGAN STANLEY SMITH BARNEY",
    "jurisdictions": [
      "AL",
      "AK",
      "AZ",
      "AR",
      "CA",
      "CO",
      "CT",
      "DE",
      "DC",
      "FL"
    ]
  }
]
```
```

--------------------------------

### Show Specific Dataset Details (Formatted Output)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Displays the details of a specific dataset in a formatted manner in the terminal. This is useful for quickly viewing dataset properties.

```python
datasets.show_dataset_details("form-10k-content")
```

--------------------------------

### Get Direct Owners (Schedule A)

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Retrieve direct owner information for a given CRD number. This is useful for understanding who directly owns a firm.

```python
direct_owners = formAdvApi.get_direct_owners(crd="793")
print(direct_owners)
```

--------------------------------

### Configure Proxy Support for API Wrappers

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Pass HTTP and HTTPS proxies into API wrappers like QueryApi and DownloadApi to resolve SSL certificate errors in corporate IT environments. Consult your IT administrator for proxy details.

```python
from sec_api import QueryApi, DownloadApi, ...

proxies = {
  "http": "http://your-proxy.com",
  "https": "https://your-proxy.com",
}

queryApi = QueryApi(api_key="YOUR_API_KEY", proxies=proxies)
downloadApi = DownloadApi(api_key="YOUR_API_KEY", proxies=proxies)
```

--------------------------------

### Extract Section from 8-K Filing

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Demonstrates how to extract a specific section from an 8-K filing. You can choose to get the content as plain text or as HTML.

```APIDOC
## Extract Section from 8-K Filing

### Description
This example shows how to retrieve a specific section from an 8-K filing. The `get_section` method allows you to specify the filing URL, the desired section identifier, and the output format (text or html).

### Method
`extractorApi.get_section(filing_url, section_id, output_format)`

### Parameters
#### Path Parameters
- **filing_url** (string) - Required - The URL of the SEC filing.
- **section_id** (string) - Required - The identifier of the section to extract (e.g., "1.01", "2.02").
- **output_format** (string) - Required - The desired format for the output ('text' or 'html').

### Request Example
```python
from sec_api import ExtractorApi

extractorApi = ExtractorApi("YOUR_API_KEY")
filing_url_8k = "https://www.sec.gov/Archives/edgar/data/1000045/000119312523174508/0001193125-23-174508-index.htm"

# Get the standardized and cleaned text of section 1.01 "Entry into a Material Definitive Agreement"
section_text = extractorApi.get_section(filing_url_8k, "1.01", "text")

# Get the original HTML of section 2.02 "Results of Operations and Financial Condition"
section_html = extractorApi.get_section(filing_url_8k, "2.02", "html")
```

### Response
#### Success Response
- **section_content** (string) - The extracted content of the specified section in the requested format (text or html).
```

--------------------------------

### Extract Section from 10-Q Filing

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Demonstrates how to extract a specific section from a 10-Q filing. You can choose to get the content as plain text or as HTML.

```APIDOC
## Extract Section from 10-Q Filing

### Description
This example shows how to retrieve a specific section from a 10-Q filing. The `get_section` method allows you to specify the filing URL, the desired section identifier, and the output format (text or html).

### Method
`extractorApi.get_section(filing_url, section_id, output_format)`

### Parameters
#### Path Parameters
- **filing_url** (string) - Required - The URL of the SEC filing.
- **section_id** (string) - Required - The identifier of the section to extract (e.g., "1", "1A", "2").
- **output_format** (string) - Required - The desired format for the output ('text' or 'html').

### Request Example
```python
from sec_api import ExtractorApi

extractorApi = ExtractorApi("YOUR_API_KEY")
filing_url_10q = "https://www.sec.gov/Archives/edgar/data/1318605/000095017022006034/tsla-20220331.htm"

# Get the standardized and cleaned text of section 1 "Financial Statements"
section_text = extractorApi.get_section(filing_url_10q, "1", "text")

# Get the original HTML of section 1A "Risk Factors"
section_html = extractorApi.get_section(filing_url_10q, "1A", "html")
```

### Response
#### Success Response
- **section_content** (string) - The extracted content of the specified section in the requested format (text or html).
```

--------------------------------

### Download Entire Datasets of SEC Filings

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Utilize the Datasets class to download comprehensive collections of SEC filings, such as all 10-K reports or 13-F holdings. Specify the dataset name to download. Replace YOUR_API_KEY with your actual API key.

```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# downloads all 10-K filings (1993-present) to ./sec-api-datasets/form-10k-content/YYYY/YYYY-MM.zip
datasets.download("form-10k-content")
# all 13-F institutional holdings
datasets.download("form-13f-holdings")
```

--------------------------------

### Search Form N-PORT Filings with Python

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Use the FormNportApi to search for N-PORT filings based on specified criteria. Requires an API key and defines search parameters like query, size, and sorting.

```python
from sec_api import FormNportApi

nportApi = FormNportApi("YOUR_API_KEY")

search_params =  {
    "query": "fundInfo.totAssets:[100000000 TO *]",
    "from": "0",
    "size": "10",
    "sort": [{"filedAt": {"order": "desc"}}],
}

response = nportApi.get_data(search_params)

print(response["filings"])
```

--------------------------------

### Extract Section from 10-K Filing

Source: https://github.com/sec-api-io/sec-api-python/blob/master/README.md

Demonstrates how to extract a specific section from a 10-K filing. You can choose to get the content as plain text or as HTML.

```APIDOC
## Extract Section from 10-K Filing

### Description
This example shows how to retrieve a specific section from a 10-K filing. The `get_section` method allows you to specify the filing URL, the desired section identifier, and the output format (text or html).

### Method
`extractorApi.get_section(filing_url, section_id, output_format)`

### Parameters
#### Path Parameters
- **filing_url** (string) - Required - The URL of the SEC filing.
- **section_id** (string) - Required - The identifier of the section to extract (e.g., "1A", "7").
- **output_format** (string) - Required - The desired format for the output ('text' or 'html').

### Request Example
```python
from sec_api import ExtractorApi

extractorApi = ExtractorApi("YOUR_API_KEY")
filing_url_10k = "https://www.sec.gov/Archives/edgar/data/1318605/000156459021004599/tsla-10k_20201231.htm"

# Get the standardized and cleaned text of section 1A "Risk Factors"
section_text = extractorApi.get_section(filing_url_10k, "1A", "text")

# Get the original HTML of section 7 "Management’s Discussion and Analysis of Financial Condition and Results of Operations"
section_html = extractorApi.get_section(filing_url_10k, "7", "html")
```

### Response
#### Success Response
- **section_content** (string) - The extracted content of the specified section in the requested format (text or html).
```

--------------------------------

### Get Details for a Specific Dataset

Source: https://context7.com/sec-api-io/sec-api-python/llms.txt

Use the Datasets class to retrieve details for a particular EDGAR filing dataset. No API key is required.

```python
from sec_api import Datasets

datasets = Datasets(api_key="YOUR_API_KEY")

# Get details for a specific dataset (no API key required)
details = datasets.get_dataset_details("form-10k-content")
datasets.show_dataset_details("form-10k-content")
```