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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: Common use cases:
  • 10-K annual report extraction — pull the full 10-K filing for a public target and feed filingData into 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 Tesla
Earnings Transcripts — get recent earnings calls for Apple

3. Authentication

All requests must include a Bearer token in the Authorization HTTP header.
API tokens are issued from your Wokelo account. Navigate to Account Details → API Credentials in the Wokelo dashboard to get your client id and client secret. Contact support@wokelo.ai if you do not yet have API access.
Never expose your token in client-side code, browser requests, or public repositories. A missing or invalid token returns 401 Unauthorized. A valid token without sufficient plan permissions returns 403 Forbidden.

4. Request Reference

Company Filings

Endpoint
All parameters are passed as URL query parameters. Supported form types:
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.
Full request example:

Earnings Transcripts

Endpoint
All parameters are passed as URL query parameters. Full request example:

5. Response

Company Filings response

Top-level response fields: Per-filing object fields:
The filingData field contains the full raw HTML of the SEC filing document, including inline XBRL tags (<ix:nonnumeric>, <ix:nonfraction>, etc.). For 10-K and 10-Q filings, this can be several megabytes of content. Do not render this in a UI directly. Strip HTML tags and XBRL markup before passing to an LLM or displaying to users. Avoid requesting multiple large filings (10-K, 10-Q) at the same time without accounting for response size.

Earnings Transcripts response

Top-level response fields: Per-transcript object fields: content.prepared_remarks — array of speaker objects: content.qa_session — array of Q&A exchange objects:
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.
Sample response (filings — TSLA 10-K):

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. Retry logic with exponential back-off:
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:
Always strip HTML from 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:
Set a high 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:
Filter by 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:
Request 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:
Access transcript content defensively — structure may vary Earnings transcript structure can vary by provider and company. Access prepared_remarks and qa_session using .get() with defaults, and check for field presence before accessing nested keys:
These APIs are for public companies only Both endpoints cover SEC-reporting US-listed public companies exclusively. Attempting to query a private company, a non-US listed company, or an unrecognised ticker will return a 404 or an empty data array. For private company intelligence, use Company Deep Intelligence or Company Research instead.

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.