LibGuides: Accounting: Financial

Financials

Mergent Online
For U.S. and international corporations, has downloadable annual and quarterly balance sheet and other financial data for 3-15 years. Data available as reported, standardized, or restated. Three simultaneous users only; please logoff when finished.

Includes 30 years of historical stock prices, SEC filings, financials for 15 years "as reported".

EDGAR: SEC Filings
(Electronic Data Gathering, Analysis, and Retrieval) is the electronic system that collects, validates, indexes, and provides public access to the filings companies submitted to the SEC. 20 million filings.

NetAdvantage
Summary financial data for U.S. public corporations. Usually covers 8-10 years.
Mergent Market Atlas

Provides information on company financials, ratios, business segments, descriptions, sustainability, officers and directors. Find a multitude of company, industry, index, ESG and economic data views and reports.

Find SEC Filings using the EDGAR: SEC Filings link in the box above.

DEF 14A- Proxy Statement (Board of Directors appointments, changes, etc)
10-K Annual Report to the SEC
10-KA Amended Annual Report
10-Q Quarterly Report
8-K Changes report that could affect the financial health of the company
6-K Non-US companies listed on one of the US stock exchanges report similar to 8-K
20-F Non-US company annual report to SEC
13-D Insider shares traded by board
13-FE Institutional Holders' trades
14-D1 Tender offer or Acquisition of another company
14-D9 Response to tender offer
S-1 New Issue Filing, often known as the Prospectus for an Initial Public Offering (IPO)
Form SB-Small Business IPO