The Scenario
You cover 25 mid-cap companies for a buy-side fund. Your Monday morning routine includes checking whether any of them filed a 10-K, 10-Q, or 8-K over the weekend — because a Friday evening 8-K is almost always something you want to see before the market opens on Monday.
You have the tickers in column A. You want the most recent 10-K and 10-Q for each, plus any 8-Ks from the past 90 days, with form type, filing date, and document URL in a sheet you can sort and share before 8 AM.
The bad version:
- Go to SEC EDGAR. Search the first company name. Navigate to their filing list. Filter to 10-K and 10-Q. Note the most recent of each. Copy the filing date and the index URL. Open a second tab. Repeat for the 10-Q. Paste both into the sheet. Next company.
- After 8 companies you realize the EDGAR search by name sometimes returns multiple registrants with similar names. You've been pulling data for the wrong subsidiary on two of them.
- Try the EDGAR full-text search API. Realize it requires ticker-to-CIK mapping first, then a separate request per filing type, then parsing the index XML to get the actual document URL.
Twenty-five companies, three filing types each, one person, before Monday's open. The math does not work.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the ticker list in column A and queries Composio Search's SEC EDGAR tool for each company, writing filing data into rows below each ticker.
For each ticker in column A, search SEC EDGAR for the most recent 10-K and 10-Q filings and write the form type, filing date, and index URL into new rows below the ticker, repeating the ticker in column A on each result row.
Twenty-five tickers, 50 filing rows, structured and sortable, in one pass.
What You Get
- Column A: Ticker repeated on each filing row
- Column B: Form type (10-K, 10-Q, or 8-K)
- Column C: Filing date
- Column D: EDGAR index URL for the filing
- Tickers with no matching filings return a row marked 'No filings found'
What If the Data Is Not Quite Ready
You want 8-K filings from the past 90 days added
Look up all 8-K filings from the past 90 days for each company ticker in column A and add the form type, filing date, and subject line to new rows below each company.
Some tickers have changed or been delisted
Column B has the current ticker but column C has the legacy ticker for companies that rebranded.
For each company in column A, try the ticker in column B first on EDGAR. If no results are returned, try the legacy ticker in column C. Write the most recent 10-K filing date and URL into columns D and E, noting which ticker matched in column F.
You want to sort by recency to find the freshest filings
For each ticker in column A, fetch the most recent 10-K, 10-Q, and any 8-K from the past 90 days from SEC EDGAR, write form type, date, and URL into rows, then sort all result rows by filing date descending so the most recent filings are at the top.
Kill chain: pull filings, flag weekend drops, mark companies with no recent 10-Q
For each ticker in column A, retrieve the most recent 10-K and 10-Q filing date and URL from SEC EDGAR and write them into new rows. Mark any 8-K filed on a Saturday or Sunday in column E as 'Weekend Filing'. Flag any company whose most recent 10-Q is more than 100 days old with 'Overdue' in column F.
One prompt builds the tracker, surfaces weekend surprises, and flags reporting delays.
Try It
Get the 7-day free trial of SheetXAI and open your company watchlist sheet. Ask it to pull the latest 10-K, 10-Q, and 8-K filings from EDGAR for every ticker in column A. See also: Enrich an Academic Reading List in a Google Sheet With Composio Search or the Composio Search hub.