Documentation Index
Fetch the complete documentation index at: https://docs.wokelo.ai/llms.txt
Use this file to discover all available pages before exploring further.
1. Overview
The Company Filings and Transcripts APIs provide direct access to two categories of primary source regulatory and investor relations data for public companies: SEC filings via EDGAR, and earnings call transcripts. Both are synchronous GET endpoints that return data immediately in the HTTP response. Two endpoints, two data sources:| Company Filings | Earnings Transcripts | |
|---|---|---|
| Endpoint | GET /api/enterprise/company/filings/ | GET /api/enterprise/company/earnings-transcripts/ |
| Source | SEC EDGAR (US public companies) | Earnings call transcripts |
| Response pattern | Synchronous — data returned immediately | Synchronous — data returned immediately |
| What you get | Filing metadata + full raw HTML document content for 10-K, 10-Q, 8-K, DEF 14A, S-1, and other SEC forms | Full earnings call transcript with speaker-separated sections, Q&A, and prepared remarks |
| Coverage | US-listed public companies only | Public companies with earnings calls |
| Use case | Financial diligence, regulatory monitoring, LLM-powered document analysis | Management tone analysis, guidance extraction, analyst Q&A mining |
- 10-K annual report extraction — pull the full 10-K filing for a public target and feed
filingDatainto an LLM pipeline for automated risk factor extraction, segment revenue parsing, or MD&A summarisation - Material event monitoring — query 8-K filings on a rolling basis to surface significant corporate events (earnings pre-announcements, M&A disclosures, leadership changes, regulatory actions) as they are filed
- Earnings call analysis — retrieve the full earnings transcript, extract management prepared remarks and CFO guidance, and run sentiment and keyword analysis across consecutive quarters
- Pre-IC public company diligence — pull recent 10-K and 10-Q filings alongside the last two earnings transcripts to build a comprehensive financial and strategic context package before an investment committee meeting
- Proxy statement review — retrieve DEF 14A filings to analyse executive compensation structures, board composition, and shareholder voting matters
- Regulatory filing tracking — monitor S-1, S-4, or 424B filings for companies in a coverage universe approaching IPO or conducting secondary offerings
Both APIs are synchronous. Results are returned directly in the HTTP response — no job submission or polling required. Both APIs cover public companies only. Private company filings and transcripts are not available.
2. Quick Start
Company Filings — get the most recent 10-K for Tesla3. Authentication
All requests must include a Bearer token in theAuthorization HTTP header.
4. Request Reference
Company Filings
Endpoint| Parameter | Type | Required | Description |
|---|---|---|---|
company | string | Required | Ticker symbol of the public company (e.g. "TSLA", "AAPL", "MSFT"). Unlike most other Wokelo APIs, this endpoint uses the stock ticker, not a Wokelo permalink. |
form_type | string | Optional | SEC form type to filter by. If omitted, returns filings across all form types. See the supported form types table below. Examples: "10-K", "10-Q", "8-K". |
limit | integer | Optional | Maximum number of filing records to return. Default 10. |
offset | integer | Optional | Number of records to skip before returning results. Default 0. Use with limit for pagination. |
form_type value | Description |
|---|---|
10-K | Annual report — audited full-year financials, risk factors, MD&A |
10-Q | Quarterly report — unaudited quarterly financials and updates |
8-K | Current report — material events (earnings, M&A, leadership changes, regulatory actions) |
DEF 14A | Proxy statement — executive compensation, board composition, shareholder votes |
S-1 | IPO registration statement — business description, financials, risk factors |
S-4 | Business combination registration — used for M&A and merger filings |
424B4 | Prospectus supplement — used in secondary offerings and follow-ons |
SC 13G | Passive investor disclosure (>5% ownership) |
SC 13D | Active investor disclosure (>5% ownership with intent to influence) |
The
form_type parameter is case-sensitive. Pass "10-K" not "10k" or "10K". Omit form_type entirely to retrieve all available filing types for the company.Earnings Transcripts
Endpoint| Parameter | Type | Required | Description |
|---|---|---|---|
company | string | Required | Ticker symbol or company permalink (e.g. "AAPL", "MSFT", "tesla-motors"). |
limit | integer | Optional | Maximum number of transcript records to return. Default 10. |
offset | integer | Optional | Number of records to skip before returning results. Default 0. Use with limit for pagination. |
5. Response
Company Filings response
| Field | Type | Description |
|---|---|---|
status | string | "success" when data was returned successfully. |
data | object[] | Array of filing objects, ordered most recent first. |
| Field | Type | Description |
|---|---|---|
title | string | Human-readable title of the filing (e.g. "TSLA 10-K January 2023"). |
symbol | string | Ticker symbol of the company (e.g. "TSLA"). |
form | string | SEC form type (e.g. "10-K", "10-Q", "8-K"). |
filedDate | string | Date and time the filing was submitted to SEC EDGAR (YYYY-MM-DD HH:MM:SS). |
acceptedDate | string | Date and time the filing was accepted by SEC EDGAR (YYYY-MM-DD HH:MM:SS). |
reportUrl | string | Direct URL to the primary filing document on SEC EDGAR (e.g. the .htm file). Use this to link users to the source document. |
filingUrl | string | URL to the SEC EDGAR index page for the complete filing submission, which lists all associated files (exhibits, XBRL data, etc.). |
filingData | string | Full raw HTML content of the filing document as fetched from reportUrl. For annual and quarterly reports, this is the complete iXBRL-tagged document and can be hundreds of kilobytes to several megabytes. |
Earnings Transcripts response
| Field | Type | Description |
|---|---|---|
status | string | "success" when data was returned successfully. |
data | object[] | Array of transcript objects, ordered most recent first. |
| Field | Type | Description |
|---|---|---|
title | string | Human-readable title of the earnings call (e.g. "Apple Q1 FY2025 Earnings Call"). |
symbol | string | Ticker symbol of the company. |
date | string | Date of the earnings call (YYYY-MM-DD). |
quarter | string | Fiscal quarter (e.g. "Q1", "Q2", "Q3", "Q4"). |
year | integer | Fiscal year (e.g. 2025). |
content | object | The full transcript, split into prepared_remarks and qa_session arrays (see below). |
content.prepared_remarks — array of speaker objects:
| Field | Type | Description |
|---|---|---|
speaker | string | Name of the speaker (e.g. "Tim Cook", "Luca Maestri"). |
role | string | Title or role of the speaker (e.g. "CEO", "CFO", "Operator"). |
text | string | Full text of this speaker’s prepared remarks. |
content.qa_session — array of Q&A exchange objects:
| Field | Type | Description |
|---|---|---|
speaker | string | Name of the analyst or questioner. |
firm | string | Analyst’s firm (e.g. "Goldman Sachs", "Morgan Stanley"). |
question | string | Full text of the analyst’s question. |
answer | object | Management response, with speaker (name), role (title), and text (full response). |
The exact structure of the
content object may vary slightly by company and transcript provider. Always access prepared_remarks and qa_session via .get() with defaults, and check for the presence of speaker, role, and text fields on each item before accessing them. Some transcripts may use a flat sections array rather than the split structure above.6. Examples
Pulling the most recent 10-K for LLM analysis
Retrieve the latest annual report for a company and strip the HTML for processing.Monitoring 8-K material event filings
Pull the most recent 8-K filings to surface material corporate events for a watchlist of public companies.Last four earnings calls — management tone analysis
Retrieve four consecutive quarterly transcripts and extract prepared remarks for tone and guidance analysis.Pre-IC diligence package — filings and transcripts combined
Pull the most recent 10-K, last two 10-Q filings, and last two earnings transcripts for a target company in parallel.Paginating through all available filings for a company
JavaScript / Node.js — filings and transcripts
7. Error Handling
Both APIs use standard HTTP status codes and return errors synchronously.| Status | Meaning | Cause & Resolution |
|---|---|---|
200 OK | Success | Data returned in response body. |
400 Bad Request | Invalid parameters | Missing company parameter, invalid form_type value, or malformed query. Check the detail field. |
401 Unauthorized | Auth failed | The Authorization header is missing or contains an invalid token. Verify your key in Settings → API Keys. |
403 Forbidden | Insufficient access | Your plan does not include access to this endpoint. Contact support@wokelo.ai. |
404 Not Found | Company not found | The ticker symbol could not be resolved, or no filings / transcripts exist for this company. Verify the ticker is a US-listed public company. |
429 Too Many Requests | Rate limit exceeded | Implement exponential back-off. The response includes a Retry-After header. |
500 Internal Server Error | Server error | Retry after a brief delay. If the issue persists, contact support@wokelo.ai. |
Use a longer
timeout (60s or more) when requesting 10-K or 10-Q filings. The filingData field can be several megabytes, and network transfer time for large documents may exceed the default 30-second timeout used in other Wokelo API calls.8. Best Practices
Use ticker symbols, not permalinks, for the Company Filings API Unlike all other Wokelo APIs, the Company Filings endpoint identifies companies by their stock ticker (e.g."TSLA", "AAPL") rather than a Wokelo/Crunchbase permalink. Passing a permalink like "tesla-motors" will not resolve correctly and may return a 404. The ticker must be a US exchange-listed symbol:
filingData before processing
The filingData field contains raw iXBRL-tagged HTML — the full SEC filing document as fetched from EDGAR. It includes inline XBRL namespace declarations, <ix:> tagged elements, JavaScript snippets, and thousands of <div>, <span>, and <table> tags. Pass it through an HTML stripper before any text processing, embedding, or LLM ingestion:
timeout when fetching 10-K and 10-Q filings
Annual and quarterly reports can return several megabytes in the filingData field. Use a timeout of at least 60 seconds for requests that include these form types to avoid premature connection closure:
form_type to reduce response size and processing time
Omitting form_type returns all available filing types, which may include dozens of proxy filings, XBRL data updates, and exhibits. For most use cases, filter to the specific form type you need:
limit=1 when you only need the most recent filing
The default limit is 10. If you only need the most recent 10-K or earnings call, set limit=1 to minimise response size and processing time — particularly important for filings where each filingData can be large:
prepared_remarks and qa_session using .get() with defaults, and check for field presence before accessing nested keys:
404 or an empty data array. For private company intelligence, use Company Deep Intelligence or Company Research instead.
9. Related APIs
Company Instant Enrichment
Structured firmographic, funding, and public company financial data — includes
public_company_financials section with revenue, margins, and multiples.Company Research
Full async intelligence report including transaction highlights and executive summary — combines public and proprietary sources in a formatted deliverable.
Company Deep Intelligence
AI-synthesised product, strategy, and sentiment analysis — the right choice for private companies where SEC filings and transcripts are not available.
Company News Monitoring
Real-time news feed for any company — synchronous, source-cited. Use alongside filings to add current event context to regulatory disclosures.
Alternative Datasets
G2 product reviews and Glassdoor employee reviews — complements filings and transcripts with external signal data for comprehensive diligence packages.
Supporting APIs
Company Search — use to resolve company names to permalinks when switching between filing-based (ticker) and Wokelo-based (permalink) APIs.