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How To Download SEC Financial Data into Excel Spreadsheets

There are two ways to pull financial data in Excel format from the SEC site (http://www.sec.gov/edgar.shtml), depending on how recent the information is.

OPTION 1: For filings that are a year or two old

· Go to www.sec.gov.

· In the Filings & Forms box, click on Search for Company Filings.

· Then click on Company or fund name, ticker symbol, CIK (Central Index Key), file number, state, country, or SIC (Standard Industrial Classification).

· Enter either a company name or ticker symbol into the appropriate box. (Note: it may be easier to use a ticker symbol because this guarantees you have the right company.) Choose Find Companies.

· On the next screen, select the appropriate filing or filter by filing type (10-K).

· Newer filings have two button options: Documents and Interactive Data. Select Interactive Data if that is an option.

· Once in Interactive Data, select financial statements. A drop-down box will appear in the left-hand column. Select the statement that you want. Then, click View Excel Document above the left-hand column.

OPTION 2: For older filings

· Follow the steps in Option 1 to get to the company filing screen. Since Interactive Data will not be available, click on Documents.

· There will be several options. Find the link containing the full filing. This is usually the first link but not always. For a 10-K filing look for a link titled 10-K.

· Open Excel. Click on the Data tab in the ribbon and select From Web, the second icon from the left.

· A web browser will open up. Copy the link from the company 10-K and insert it into the New Web Query browser that opened up. Click Go to be taken to the filing. (Note: The browser sometimes runs slow.)

· Find the financial tables you wish to import. Above the tables you should see a yellow box with a black arrow pointing to the right. Click on each box corresponding with each financial table that you wish to import. The box will turn green with a check mark.

· Once all desired tables are selected, click the Import button at the bottom right of the web browser.

· You will be taken back into the Excel spreadsheet with an Import Data box open. To import the data, select either a cell in the existing worksheet or New Worksheet and click OK.

· Data will be uploaded into Excel. Note that this process does a poor job of formatting the tables. Brackets indicating negativity and currency symbols are often placed in adjacent cells, necessitating manual entry. For year-over-year analysis across multiple filings be careful to ensure that financial sheet items line up with one another.