Sheet

Sheet is a class for downloading and working with tabular datasets constructed from SEC filings. It requires a datamule api_key.

Sheet is in beta. If you would like to suggest better indices or query patterns, my email is johnfriedman@datamule.xyz?subject=[Sheet Feature Request]. Or submit a GitHub issue.

get_table

Access datamule's MySQL RDS offerings.

get_table(self, database, **kwargs)

Databases

R2 Archive

Query SEC filings archive to get accession numbers matching specific criteria. Returns only accession numbers for matched filings.

from datamule import Sheet

sheet = Sheet('test')
result = sheet.get_table('sec-filings-lookup',
    cik=320193,
    submissionType='10-K',
    filingDate=('2024-01-01', '2024-12-31'),
    containsXBRL=1)

print(result)

Schema

Database: sec_filings_lookup

Queries across three tables: - sec_submission_details_table - Filing metadata - sec_accession_cik_table - CIK associations - sec_documents_table - Document details (conditionally joined)

Returns: Array of accession numbers matching the query criteria.

Parameters

Parameter	Type	Description
`cik`	int / list[int]	Filter by company CIK
`accessionNumber`	int / list[int]	Filter by accession number(s)
`submissionType`	str / list[str]	Filter by form type
`filingDate`	str / list[str] / tuple(str, str)	Filing date(s) or range
`reportDate`	str / list[str] / tuple(str, str)	Report date(s) or range
`detectedTime`	tuple(str, str)	Detected time range
`containsXBRL`	bool	Filter by XBRL presence
`documentType`	str / list[str]	Filter by document type
`filename`	str	LIKE match on filename
`sequence`	int / list[int]	Filter by document sequence
`page`	int	Page number (default: 1)
`pageSize`	int	Records per page (max: 25000)

SEC Filings Lookup

Metadata for SEC filings including submission details, CIKs, and document information.

sheet.get_table('sec-filings-lookup',
    cik=320193,
    submissionType=['10-K', '10-Q'],
    filingDate=('2024-01-01', '2024-12-31'),
    containsXBRL=True,
    returnCols=['accessionNumber', 'cik', 'submissionType', 'filingDate'])

Schema

Database: sec_filings_lookup

sec_submission_details_table

Column	Type	Description
`accessionNumber`	BIGINT UNSIGNED	Primary key
`submissionType`	VARCHAR(16)	Form type (e.g., '10-K', '10-Q')
`filingDate`	DATE	Date filed with SEC
`reportDate`	DATE	Period end date
`detectedTime`	DATETIME	When filing was detected
`containsXBRL`	BOOLEAN	Whether filing includes XBRL data

Indexes: - PRIMARY KEY: accessionNumber - idx_submission_filing, idx_filing_date, idx_time, idx_xbrl

sec_accession_cik_table

Column	Type	Description
`accessionNumber`	BIGINT UNSIGNED	SEC accession number
`cik`	BIGINT UNSIGNED	Company CIK

Indexes: - PRIMARY KEY: (accessionNumber, cik) - idx_cik

sec_documents_table

Column	Type	Description
`accessionNumber`	BIGINT UNSIGNED	SEC accession number
`documentType`	VARCHAR(128)	Document type
`sequence`	SMALLINT	Document sequence number
`filename`	VARCHAR(500)	Document filename
`description`	VARCHAR(1000)	Document description
`secsgmlSizeBytes`	INT	Document size in bytes

Indexes: - PRIMARY KEY: (accessionNumber, sequence) - idx_document_filename

Parameters

Parameter	Type	Description
`cik`	int / list[int]	Filter by company CIK
`accessionNumber`	int / list[int]	Filter by accession number(s)
`submissionType`	str / list[str]	Filter by form type
`filingDate`	str / list[str] / tuple(str, str)	Filing date(s) or range
`reportDate`	str / list[str] / tuple(str, str)	Report date(s) or range
`detectedTime`	tuple(str, str)	Detected time range
`containsXBRL`	bool	Filter by XBRL presence
`documentType`	str / list[str]	Filter by document type
`filename`	str	LIKE match on filename
`sequence`	int / list[int]	Filter by document sequence
`returnCols`	list[str]	Columns to return (default: all)
`page`	int	Page number (default: 1)
`pageSize`	int	Records per page (max: 25000)

Simple XBRL

Parsed XBRL facts from SEC filings. XBRL is a standardized format for financial reporting data.

sheet.get_table('simple-xbrl',
    accessionNumber=1234567890,
    taxonomy='us-gaap',
    namePattern='Revenue',
    periodDate=('2024-01-01', '2024-12-31'),
    hasValue=True)

Schema

Database: simple_xbrl
Table: simple_xbrl_table

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`context_id`	BIGINT UNSIGNED	XBRL context identifier
`taxonomy`	VARCHAR(16)	Taxonomy namespace (e.g., 'us-gaap', 'dei')
`name`	VARCHAR(256)	XBRL element name
`value`	TEXT	The reported value
`period_start_date`	DATE	Start date of the reporting period
`period_end_date`	DATE	End date of the reporting period
`members`	TEXT	Dimensional members/axes information

Indexes: - PRIMARY KEY: (id, accessionNumber) - idx_accession, idx_taxonomy_name, idx_period

Parameters

Parameter	Type	Description
`accessionNumber`	int / list[int]	Filter by accession number(s)
`taxonomy`	str / list[str]	Filter by taxonomy
`contextId`	int / list[int]	Filter by context ID
`name`	str / list[str]	Exact match on element name
`namePattern`	str	LIKE match on element name
`periodStartDate`	str / list[str]	Exact match on start date
`periodEndDate`	str / list[str]	Exact match on end date
`periodDate`	tuple(str, str)	Date range (finds overlapping periods)
`instantDate`	str / list[str]	Facts where start = end date
`members`	str / list[str]	Exact match on members
`membersPattern`	str	LIKE match on members
`hasValue`	bool	Filter by presence of value
`hasPeriod`	bool	Duration (True) vs instant (False)
`page`	int	Page number (default: 1)
`pageSize`	int	Records per page (max: 25000)

Institutional Holdings

13F institutional holdings data showing equity positions held by institutional investment managers.

sheet.get_table('institutional-holdings',
    accessionNumber=1234567890,
    cusip='037833100',
    value=(1000000, None),
    investmentDiscretion='SOLE')

Schema

Database: institutional_holdings
Table: institutional_holdings_table

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`cusip`	CHAR(9)	Security CUSIP identifier
`nameOfIssuer`	VARCHAR(256)	Name of the security issuer
`titleOfClass`	VARCHAR(256)	Class of security
`value`	BIGINT UNSIGNED	Position value in dollars
`sharesOrPrincipalAmount`	BIGINT UNSIGNED	Number of shares or principal amount
`sharesOrPrincipalAmountType`	VARCHAR(16)	Type: 'SH' (shares) or 'PRN' (principal)
`investmentDiscretion`	VARCHAR(16)	Investment discretion type
`putCall`	VARCHAR(16)	Put or call option indicator
`otherManager`	VARCHAR(256)	Other managers with shared voting authority
`votingAuthoritySole`	BIGINT UNSIGNED	Shares with sole voting authority
`votingAuthorityShared`	BIGINT UNSIGNED	Shares with shared voting authority
`votingAuthorityNone`	BIGINT UNSIGNED	Shares with no voting authority

Indexes: - PRIMARY KEY: (id, accessionNumber) - idx_accession, idx_cusip, idx_issuer, idx_value, idx_cusip_value

Parameters

Parameter	Type	Description
`accessionNumber`	int / list[int]	Filter by accession number(s)
`cusip`	str / list[str]	Filter by CUSIP
`nameOfIssuer`	str / list[str]	Exact match on issuer name
`nameOfIssuerPattern`	str	LIKE match on issuer name
`titleOfClass`	str / list[str]	Exact match on security class
`titleOfClassPattern`	str	LIKE match on security class
`value`	int / list[int] / tuple(int, int)	Position value(s) or range
`sharesOrPrincipalAmount`	int / list[int] / tuple(int, int)	Shares/principal or range
`sharesOrPrincipalAmountType`	str / list[str]	Filter by type ('SH' or 'PRN')
`investmentDiscretion`	str / list[str]	Filter by discretion type
`putCall`	str / list[str]	Filter by put/call indicator
`otherManager`	str / list[str]	Exact match on other manager
`otherManagerPattern`	str	LIKE match on other manager
`votingAuthoritySole`	int / list[int] / tuple(int, int)	Sole voting shares or range
`votingAuthorityShared`	int / list[int] / tuple(int, int)	Shared voting shares or range
`votingAuthorityNone`	int / list[int] / tuple(int, int)	No voting shares or range
`hasValue`	bool	Filter by value presence
`hasShares`	bool	Filter by shares presence
`hasPutCall`	bool	Filter by put/call presence
`hasOtherManager`	bool	Filter by other manager presence
`hasVotingSole`	bool	Filter by sole voting authority presence
`hasVotingShared`	bool	Filter by shared voting authority presence
`hasVotingNone`	bool	Filter by no voting authority presence
`returnCols`	list[str]	Columns to return (default: all)
`page`	int	Page number (default: 1)
`pageSize`	int	Records per page (max: 25000)

Proxy Voting Records

Proxy voting records from institutional investors showing how they voted on corporate proposals.

sheet.get_table('proxy-voting-records',
    accessionNumber=1234567890,
    cusip='037833100',
    meetingDate=('2024-01-01', '2024-12-31'),
    howVoted='For')

Schema

Database: proxy_voting_records
Table: proxy_voting_records_table

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`cusip`	CHAR(9)	Security CUSIP identifier
`issuerName`	VARCHAR(256)	Name of the issuer
`meetingDate`	DATE	Date of shareholder meeting
`categoryType`	VARCHAR(256)	Category of vote (e.g., 'Director Election')
`voteDescription`	VARCHAR(8192)	Description of the proposal
`managementRecommendation`	VARCHAR(16)	Management's recommendation
`howVoted`	VARCHAR(16)	How the fund voted (e.g., 'For', 'Against')
`sharesVoted`	BIGINT UNSIGNED	Number of shares voted
`sharesOnLoan`	BIGINT UNSIGNED	Number of shares on loan

Indexes: - PRIMARY KEY: (id, accessionNumber) - idx_accession, idx_cusip, idx_meeting_date, idx_cusip_date

Parameters

Parameter	Type	Description
`accessionNumber`	int / list[int]	Filter by accession number(s)
`cusip`	str / list[str]	Filter by CUSIP
`issuerName`	str / list[str]	Exact match on issuer name
`issuerNamePattern`	str	LIKE match on issuer name
`meetingDate`	str / list[str] / tuple(str, str)	Meeting date(s) or range
`categoryType`	str / list[str]	Exact match on category
`categoryTypePattern`	str	LIKE match on category
`voteDescriptionPattern`	str	LIKE match on vote description
`managementRecommendation`	str / list[str]	Filter by management recommendation
`howVoted`	str / list[str]	Filter by vote choice
`sharesVoted`	int / list[int] / tuple(int, int)	Shares voted or range
`sharesOnLoan`	int / list[int] / tuple(int, int)	Shares on loan or range
`hasSharesVoted`	bool	Filter by shares voted presence
`hasSharesOnLoan`	bool	Filter by shares on loan presence
`returnCols`	list[str]	Columns to return (default: all)
`page`	int	Page number (default: 1)
`pageSize`	int	Records per page (max: 25000)

Insider Transactions

Insider trading data from Forms 3, 4, and 5 showing transactions and holdings by company insiders.

sheet.get_table('insider-transactions',
    table='non-derivative-transaction',
    accessionNumber=1234567890,
    transactionCode='P',
    transactionDate=('2024-01-01', '2024-12-31'))

Schema

Database: insider_transactions

The insider transactions database contains 7 related tables. Use the table parameter to specify which table to query.

metadata_ownership_table

Filing-level metadata for ownership reports.

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`issuerCik`	BIGINT UNSIGNED	Issuer company CIK
`issuerName`	VARCHAR(128)	Issuer company name
`issuerTradingSymbol`	VARCHAR(16)	Issuer ticker symbol
`documentType`	VARCHAR(8)	Form type (3, 4, 5)
`periodOfReport`	DATE	Report period date
`notSubjectToSection16`	VARCHAR(8)	Section 16 exemption status
`form3HoldingsReported`	BIGINT UNSIGNED	Number of Form 3 holdings
`form4TransactionsReported`	BIGINT UNSIGNED	Number of Form 4 transactions
`dateOfOriginalSubmission`	DATE	Original submission date
`noSecuritiesOwned`	BIGINT UNSIGNED	No securities owned flag
`aff10b5One`	VARCHAR(8)	10b5-1 plan indicator
`schemaVersion`	VARCHAR(8)	XML schema version

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

reporting_owner_ownership_table

Information about the reporting owner (insider).

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`rptOwnerCik`	BIGINT UNSIGNED	Reporting owner CIK
`rptOwnerName`	VARCHAR(256)	Reporting owner name
`rptOwnerStreet1`	VARCHAR(64)	Address line 1
`rptOwnerStreet2`	VARCHAR(64)	Address line 2
`rptOwnerCity`	VARCHAR(64)	City
`rptOwnerState`	CHAR(4)	State code
`rptOwnerStateDescription`	VARCHAR(64)	State name
`rptOwnerZipCode`	VARCHAR(16)	ZIP code
`rptOwnerIsDirector`	VARCHAR(8)	Is director flag
`rptOwnerIsOfficer`	VARCHAR(8)	Is officer flag
`rptOwnerIsTenPercentOwner`	VARCHAR(8)	Is 10% owner flag
`rptOwnerIsOther`	VARCHAR(8)	Other relationship flag
`rptOwnerOfficerTitle`	VARCHAR(64)	Officer title
`rptOwnerOtherText`	VARCHAR(64)	Other relationship text

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

non_derivative_transaction_ownership_table

Non-derivative security transactions (common stock, etc.).

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`securityTitle`	VARCHAR(128)	Security name
`transactionDate`	DATE	Transaction date
`deemedExecutionDate`	DATE	Deemed execution date
`transactionFormType`	BIGINT UNSIGNED	Form type
`transactionCode`	CHAR(1)	Transaction code (P, S, A, D, etc.)
`equitySwapInvolved`	VARCHAR(8)	Equity swap indicator
`transactionShares`	BIGINT UNSIGNED	Number of shares
`transactionPricePerShare`	BIGINT UNSIGNED	Price per share
`transactionAcquiredDisposedCode`	CHAR(1)	Acquired (A) or Disposed (D)
`sharesOwnedFollowingTransaction`	BIGINT UNSIGNED	Shares owned after
`valueOwnedFollowingTransaction`	BIGINT UNSIGNED	Value owned after
`directOrIndirectOwnership`	CHAR(1)	Direct (D) or Indirect (I)
`natureOfOwnership`	VARCHAR(256)	Nature of indirect ownership
`transactionTimeliness`	CHAR(1)	Timely or late filing

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

non_derivative_holding_ownership_table

Non-derivative security holdings (no transactions).

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`securityTitle`	VARCHAR(128)	Security name
`sharesOwnedFollowingTransaction`	BIGINT UNSIGNED	Shares owned
`valueOwnedFollowingTransaction`	BIGINT UNSIGNED	Value owned
`directOrIndirectOwnership`	CHAR(1)	Direct (D) or Indirect (I)
`natureOfOwnership`	VARCHAR(256)	Nature of indirect ownership
`transactionFormType`	BIGINT UNSIGNED	Form type

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

derivative_transaction_ownership_table

Derivative security transactions (options, warrants, etc.).

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`securityTitle`	VARCHAR(128)	Derivative security name
`conversionOrExercisePrice`	BIGINT UNSIGNED	Conversion/exercise price
`transactionDate`	DATE	Transaction date
`deemedExecutionDate`	DATE	Deemed execution date
`transactionFormType`	BIGINT UNSIGNED	Form type
`transactionCode`	CHAR(1)	Transaction code
`equitySwapInvolved`	VARCHAR(8)	Equity swap indicator
`transactionShares`	BIGINT UNSIGNED	Number of derivative securities
`transactionPricePerShare`	BIGINT UNSIGNED	Price per derivative
`transactionAcquiredDisposedCode`	CHAR(1)	Acquired (A) or Disposed (D)
`transactionTotalValue`	BIGINT UNSIGNED	Total transaction value
`exerciseDate`	DATE	Exercise date
`expirationDate`	DATE	Expiration date
`underlyingSecurityTitle`	VARCHAR(128)	Underlying security name
`underlyingSecurityShares`	BIGINT UNSIGNED	Underlying shares
`underlyingSecurityValue`	BIGINT UNSIGNED	Underlying value
`sharesOwnedFollowingTransaction`	BIGINT UNSIGNED	Derivatives owned after
`valueOwnedFollowingTransaction`	BIGINT UNSIGNED	Value owned after
`directOrIndirectOwnership`	CHAR(1)	Direct (D) or Indirect (I)
`natureOfOwnership`	VARCHAR(256)	Nature of indirect ownership
`transactionTimeliness`	CHAR(1)	Timely or late filing

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

derivative_holding_ownership_table

Derivative security holdings (no transactions).

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`securityTitle`	VARCHAR(128)	Derivative security name
`conversionOrExercisePrice`	BIGINT UNSIGNED	Conversion/exercise price
`exerciseDate`	DATE	Exercise date
`expirationDate`	DATE	Expiration date
`underlyingSecurityTitle`	VARCHAR(128)	Underlying security name
`underlyingSecurityShares`	BIGINT UNSIGNED	Underlying shares
`underlyingSecurityValue`	BIGINT UNSIGNED	Underlying value
`sharesOwnedFollowingTransaction`	BIGINT UNSIGNED	Derivatives owned
`valueOwnedFollowingTransaction`	BIGINT UNSIGNED	Value owned
`directOrIndirectOwnership`	CHAR(1)	Direct (D) or Indirect (I)
`natureOfOwnership`	VARCHAR(256)	Nature of indirect ownership
`transactionFormType`	BIGINT UNSIGNED	Form type

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

owner_signature_ownership_table

Signature information for the filing.

Column	Type	Description
`id`	BIGINT UNSIGNED	Auto-increment primary key
`accessionNumber`	BIGINT UNSIGNED	SEC filing accession number
`signatureName`	VARCHAR(256)	Name of signatory
`signatureDate`	DATE	Signature date

Indexes: PRIMARY KEY (id, accessionNumber), idx_accession

Parameters

Required Parameter

Parameter	Type	Description
`table`	str	Required. Table to query: 'metadata', 'reporting-owner', 'non-derivative-transaction', 'non-derivative-holding', 'derivative-transaction', 'derivative-holding', or 'signature'

Common Parameters (Available for All Tables)

Parameter	Type	Description
`accessionNumber`	int / list[int]	Filter by accession number(s)
`returnCols`	list[str]	Columns to return (default: all)
`page`	int	Page number (default: 1)
`pageSize`	int	Records per page (max: 25000)

Metadata Table Parameters

Parameter	Type	Description
`issuerCik`	int / list[int]	Filter by issuer CIK
`issuerName`	str / list[str]	Exact match on issuer name
`issuerNamePattern`	str	LIKE match on issuer name
`issuerTradingSymbol`	str / list[str]	Filter by ticker symbol
`documentType`	str / list[str]	Filter by form type
`periodOfReport`	str / list[str] / tuple(str, str)	Period of report date(s) or range
`dateOfOriginalSubmission`	str / list[str] / tuple(str, str)	Submission date(s) or range
`notSubjectToSection16`	str / list[str]	Section 16 exemption values
`form3HoldingsReported`	int / list[int] / tuple(int, int)	Form 3 holdings count or range
`form4TransactionsReported`	int / list[int] / tuple(int, int)	Form 4 transactions count or range
`noSecuritiesOwned`	int / list[int] / tuple(int, int)	No securities flag or range
`aff10b5One`	str / list[str]	10b5-1 plan values
`schemaVersion`	str / list[str]	Schema version
`hasForm3Holdings`	bool	Filter by Form 3 holdings presence
`hasForm4Transactions`	bool	Filter by Form 4 transactions presence
`hasNoSecurities`	bool	Filter by no securities flag

Reporting Owner Table Parameters

Parameter	Type	Description
`rptOwnerCik`	int / list[int]	Filter by reporting owner CIK
`rptOwnerName`	str / list[str]	Exact match on owner name
`rptOwnerNamePattern`	str	LIKE match on owner name
`rptOwnerCity`	str / list[str]	Exact match on city
`rptOwnerCityPattern`	str	LIKE match on city
`rptOwnerState`	str / list[str]	Filter by state code
`rptOwnerStateDescription`	str / list[str]	Exact match on state name
`rptOwnerStateDescriptionPattern`	str	LIKE match on state name
`rptOwnerStreet1Pattern`	str	LIKE match on street 1
`rptOwnerStreet2Pattern`	str	LIKE match on street 2
`rptOwnerZipCode`	str / list[str]	Filter by ZIP code
`rptOwnerIsDirector`	str / list[str]	Director flag values
`rptOwnerIsOfficer`	str / list[str]	Officer flag values
`rptOwnerIsTenPercentOwner`	str / list[str]	10% owner flag values
`rptOwnerIsOther`	str / list[str]	Other flag values
`rptOwnerOfficerTitle`	str / list[str]	Exact match on officer title
`rptOwnerOfficerTitlePattern`	str	LIKE match on officer title
`rptOwnerOtherText`	str / list[str]	Exact match on other text
`rptOwnerOtherTextPattern`	str	LIKE match on other text
`isDirector`	bool	Filter for directors
`isOfficer`	bool	Filter for officers
`isTenPercentOwner`	bool	Filter for 10% owners
`isOther`	bool	Filter for other relationships

Non-Derivative Transaction Table Parameters

Parameter	Type	Description
`securityTitle`	str / list[str]	Exact match on security name
`securityTitlePattern`	str	LIKE match on security name
`transactionDate`	str / list[str] / tuple(str, str)	Transaction date(s) or range
`deemedExecutionDate`	str / list[str] / tuple(str, str)	Deemed execution date(s) or range
`transactionFormType`	int / list[int]	Filter by form type
`transactionCode`	str / list[str]	Transaction code(s)
`equitySwapInvolved`	str / list[str]	Equity swap values
`transactionShares`	int / list[int] / tuple(int, int)	Transaction shares or range
`transactionPricePerShare`	int / list[int] / tuple(int, int)	Price per share or range
`transactionAcquiredDisposedCode`	str / list[str]	Acquired/Disposed code
`sharesOwnedFollowingTransaction`	int / list[int] / tuple(int, int)	Shares owned after or range
`valueOwnedFollowingTransaction`	int / list[int] / tuple(int, int)	Value owned after or range
`directOrIndirectOwnership`	str / list[str]	Direct/Indirect code
`natureOfOwnership`	str / list[str]	Exact match on ownership nature
`natureOfOwnershipPattern`	str	LIKE match on ownership nature
`transactionTimeliness`	str / list[str]	Timeliness code
`hasTransactionShares`	bool	Filter by transaction shares presence
`hasTransactionPrice`	bool	Filter by price presence
`isAcquisition`	bool	Filter for acquisitions (code 'A')
`isDisposal`	bool	Filter for disposals (code 'D')

Non-Derivative Holding Table Parameters

Parameter	Type	Description
`securityTitle`	str / list[str]	Exact match on security name
`securityTitlePattern`	str	LIKE match on security name
`sharesOwnedFollowingTransaction`	int / list[int] / tuple(int, int)	Shares owned or range
`valueOwnedFollowingTransaction`	int / list[int] / tuple(int, int)	Value owned or range
`directOrIndirectOwnership`	str / list[str]	Direct/Indirect code
`natureOfOwnership`	str / list[str]	Exact match on ownership nature
`natureOfOwnershipPattern`	str	LIKE match on ownership nature
`transactionFormType`	int / list[int]	Filter by form type

Derivative Transaction Table Parameters

Includes all Non-Derivative Transaction parameters plus:

Parameter	Type	Description
`conversionOrExercisePrice`	int / list[int] / tuple(int, int)	Conversion/exercise price or range
`transactionTotalValue`	int / list[int] / tuple(int, int)	Total value or range
`exerciseDate`	str / list[str] / tuple(str, str)	Exercise date(s) or range
`expirationDate`	str / list[str] / tuple(str, str)	Expiration date(s) or range
`underlyingSecurityTitle`	str / list[str]	Exact match on underlying security
`underlyingSecurityTitlePattern`	str	LIKE match on underlying security
`underlyingSecurityShares`	int / list[int] / tuple(int, int)	Underlying shares or range
`underlyingSecurityValue`	int / list[int] / tuple(int, int)	Underlying value or range

Derivative Holding Table Parameters

Parameter	Type	Description
`securityTitle`	str / list[str]	Exact match on security name
`securityTitlePattern`	str	LIKE match on security name
`conversionOrExercisePrice`	int / list[int] / tuple(int, int)	Conversion/exercise price or range
`exerciseDate`	str / list[str] / tuple(str, str)	Exercise date(s) or range
`expirationDate`	str / list[str] / tuple(str, str)	Expiration date(s) or range
`underlyingSecurityTitle`	str / list[str]	Exact match on underlying security
`underlyingSecurityTitlePattern`	str	LIKE match on underlying security
`underlyingSecurityShares`	int / list[int] / tuple(int, int)	Underlying shares or range
`underlyingSecurityValue`	int / list[int] / tuple(int, int)	Underlying value or range
`sharesOwnedFollowingTransaction`	int / list[int] / tuple(int, int)	Shares owned or range
`valueOwnedFollowingTransaction`	int / list[int] / tuple(int, int)	Value owned or range
`directOrIndirectOwnership`	str / list[str]	Direct/Indirect code
`natureOfOwnership`	str / list[str]	Exact match on ownership nature
`natureOfOwnershipPattern`	str	LIKE match on ownership nature
`transactionFormType`	int / list[int]	Filter by form type

Signature Table Parameters

Parameter	Type	Description
`signatureName`	str / list[str]	Exact match on signature name
`signatureNamePattern`	str	LIKE match on signature name
`signatureDate`	str / list[str] / tuple(str, str)	Signature date(s) or range