Guides · SN Data
SN Data guides
How to get company financial statements from SEC filings into your code, Excel and Google Sheets, how SN Data sits beside other sources of the same filings, and plain answers on the US filings investors read, from Form 4 to 13F.
How-to guides
Getting the statements from SEC filings into the tools you already use.
Guide · SEC API
SN Data: an SEC API for company financial statements
One call returns a company's income statement, balance sheet and cash flow from its 10-K and 10-Q filings, each period linked to its filing.
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Guide · Finance APIs
SN Data, the Yahoo Finance API and the Google Finance API: what works today
What Yahoo and Google offer today for prices, and where to get financial statements through an API.
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Guide · Excel
SN Data: financial statements in Excel
Any US company's income statement, balance sheet and cash flow as an Excel workbook, with the filing named for every period.
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Guide · Google Sheets
SN Data: financial statements in Google Sheets, beside GOOGLEFINANCE
The =SN() formula puts revenue, margins, cash flow and other reported figures in any Google Sheets cell.
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Comparisons
SN Data beside another source of US company data, compared on what each returns and what it costs.
Filings explained
What each US filing is, who files it and when, with the newest real filings from our data.
Insider filings
Form 4
What is SEC Form 4?
Who files it, the two-day deadline, what each row shows, and the newest insider trades.
Form 4 transaction codes
Form 4 transaction codes: what P, S, A, M, F and G mean
Every code from P and S to A, M, F, G and J, and what each one means.
Form 144
What is SEC Form 144?
The notice of a planned insider sale: who files it, the threshold and what it shows.
Form 4 vs Form 144
Form 4 vs Form 144: what each insider filing means
One reports a trade that happened, the other a sale that is planned. How to read the two together.
10b5-1 trading plans
Rule 10b5-1 trading plans: how insiders trade on a schedule
How insiders trade on a schedule set in advance, the cooling-off period, and how plan trades show up.
Funds and large holders
Form 13F
What is Form 13F?
Which managers file, the $100 million threshold, the 45-day deadline and what the filing leaves out.
13F deadlines
13F filing deadlines for 2026 and 2027
Every 13F due date for 2026 and 2027, with the weekend and holiday moves worked out.
Schedule 13D and 13G
Schedule 13D and 13G: who must report a 5% stake
Who has to report after crossing 5% of a company's shares, and the deadlines since 2024.
13D vs 13G
13D vs 13G: the differences and the deadlines
The two large-holder schedules side by side: intent, the first filing and amendments.
Short interest
The data behind every guide is on the SN Data page, and the API, keys and limits are on the developers page.