Accessing Public Company Financial Statements

Please type the solutions as formulas in the provided Excel file. and more specific instructions  on attached files. 

1. Start by going to www.sec.gov.

2. Under the ‘Filings’ Menu, select ‘Company Filings Search’ 

3. Type in the Company name and select ‘search’. 

4. A screen listing all filings for the Company you searched will be shown. Make sure the Company listed in the blue box is the company you were looking for. a. Note: For Apple, you want ‘Apple Inc’ with CIK 0000320193 b. Note: For Disney, you want ‘Walt Disney Co’ with CIK 0001001039 

5. Type ’10-K’ into the ‘Filing Type’ filter and select ‘search’. This will filter out all filings except for the 10-K which is the annual financial statements all public companies must submit. 

6. Open the most recent 10-K by selecting the ‘documents’ button next to the first 10-K shown and then selecting the first linked item in the next view (the one labeled ‘10-K’). 

7. Once the 10-K is open, use the table of contents to locate the ‘financial statements and supplementary data’ (should be in Part II, Item 8 of all 10-Ks).