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57 changes: 57 additions & 0 deletions massive/rest/models/financials.py
Original file line number Diff line number Diff line change
Expand Up @@ -922,6 +922,63 @@ def from_dict(d):
)


@modelclass
class Disclosure:
"""
A single tagged disclosure within an SEC 8-K filing. A filing can produce
multiple disclosures, each classified into primary, secondary, and tertiary
categories with a supporting text excerpt.
"""

accession_number: Optional[str] = None
cik: Optional[str] = None
filing_date: Optional[str] = None
filing_url: Optional[str] = None
primary_category: Optional[str] = None
secondary_category: Optional[str] = None
supporting_text: Optional[str] = None
tertiary_category: Optional[str] = None
tickers: Optional[List[str]] = None

@staticmethod
def from_dict(d):
return Disclosure(
accession_number=d.get("accession_number"),
cik=d.get("cik"),
filing_date=d.get("filing_date"),
filing_url=d.get("filing_url"),
primary_category=d.get("primary_category"),
secondary_category=d.get("secondary_category"),
supporting_text=d.get("supporting_text"),
tertiary_category=d.get("tertiary_category"),
tickers=d.get("tickers"),
)


@modelclass
class DisclosureTaxonomy:
"""
A single 8-K disclosure classification, part of the complete list of
classifications used in the 8-K disclosures endpoint.
"""

description: Optional[str] = None
primary_category: Optional[str] = None
secondary_category: Optional[str] = None
taxonomy: Optional[str] = None
tertiary_category: Optional[str] = None

@staticmethod
def from_dict(d):
return DisclosureTaxonomy(
description=d.get("description"),
primary_category=d.get("primary_category"),
secondary_category=d.get("secondary_category"),
taxonomy=d.get("taxonomy"),
tertiary_category=d.get("tertiary_category"),
)


@modelclass
@dataclass
class Filing13F:
Expand Down
84 changes: 84 additions & 0 deletions massive/rest/reference.py
Original file line number Diff line number Diff line change
Expand Up @@ -28,6 +28,8 @@
ShortVolume,
RiskFactor,
RiskFactorTaxonomy,
Disclosure,
DisclosureTaxonomy,
FilingSection,
Filing8K,
Filing13F,
Expand Down Expand Up @@ -862,6 +864,88 @@ def list_stocks_taxonomies_risk_factors(
options=options,
)

def list_stocks_filings_8k_disclosures(
self,
cik: Optional[str] = None,
cik_any_of: Optional[str] = None,
tickers: Optional[str] = None,
tickers_all_of: Optional[str] = None,
tickers_any_of: Optional[str] = None,
filing_date: Optional[Union[str, date]] = None,
filing_date_any_of: Optional[str] = None,
filing_date_gt: Optional[Union[str, date]] = None,
filing_date_gte: Optional[Union[str, date]] = None,
filing_date_lt: Optional[Union[str, date]] = None,
filing_date_lte: Optional[Union[str, date]] = None,
tertiary_category: Optional[str] = None,
limit: Optional[int] = 100,
sort: Optional[Union[str, Sort]] = "filing_date.desc",
params: Optional[Dict[str, Any]] = None,
raw: bool = False,
options: Optional[RequestOptionBuilder] = None,
) -> Union[Iterator[Disclosure], HTTPResponse]:
"""
SEC 8-K filing disclosure categorization. A single 8-K filing can produce
multiple rows when it covers multiple disclosure types, each classified into
primary, secondary, and tertiary categories with a supporting text excerpt.
The full classification list is available at /stocks/taxonomies/vX/disclosures.
"""
url = "/stocks/filings/8-K/vX/disclosures"
return self._paginate(
path=url,
params=self._get_params(self.list_stocks_filings_8k_disclosures, locals()),
result_key="results",
deserializer=Disclosure.from_dict,
raw=raw,
options=options,
)

def list_stocks_taxonomies_disclosures(
self,
taxonomy: Optional[str] = None,
taxonomy_any_of: Optional[str] = None,
taxonomy_gt: Optional[str] = None,
taxonomy_gte: Optional[str] = None,
taxonomy_lt: Optional[str] = None,
taxonomy_lte: Optional[str] = None,
primary_category: Optional[str] = None,
primary_category_any_of: Optional[str] = None,
primary_category_gt: Optional[str] = None,
primary_category_gte: Optional[str] = None,
primary_category_lt: Optional[str] = None,
primary_category_lte: Optional[str] = None,
secondary_category: Optional[str] = None,
secondary_category_any_of: Optional[str] = None,
secondary_category_gt: Optional[str] = None,
secondary_category_gte: Optional[str] = None,
secondary_category_lt: Optional[str] = None,
secondary_category_lte: Optional[str] = None,
tertiary_category: Optional[str] = None,
tertiary_category_any_of: Optional[str] = None,
tertiary_category_gt: Optional[str] = None,
tertiary_category_gte: Optional[str] = None,
tertiary_category_lt: Optional[str] = None,
tertiary_category_lte: Optional[str] = None,
limit: Optional[int] = 200,
sort: Optional[Union[str, Sort]] = "taxonomy.desc",
params: Optional[Dict[str, Any]] = None,
raw: bool = False,
options: Optional[RequestOptionBuilder] = None,
) -> Union[Iterator[DisclosureTaxonomy], HTTPResponse]:
"""
The complete list of 8-K disclosure classifications used in the 8-K
disclosures endpoint.
"""
url = "/stocks/taxonomies/vX/disclosures"
return self._paginate(
path=url,
params=self._get_params(self.list_stocks_taxonomies_disclosures, locals()),
result_key="results",
deserializer=DisclosureTaxonomy.from_dict,
raw=raw,
options=options,
)

def list_stocks_filings_10k_sections(
self,
cik: Optional[str] = None,
Expand Down
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