How do I find SEC filings using Mergent Online?

Answer

What are SEC filings?

The United States Securities and Exchange Commission (SEC) requires publicly owned companies to disclose financial information in reports commonly known as SEC filings. The filings are primarily comprised of the following forms:

  • Form 10-Q - unaudited quarterly financial information
  • Form 10-K, - audited annual financial information
  • Form 8-K, - up-to-date preliminary earning announcements

Accessing SEC filings

SEC filings may be retrieved from the SEC's EDGAR database, however some may find Mergent Online to be more user-friendly. Follow the steps below to try Mergent, or find the link to use EDGAR at the bottom of this page.

To begin, go to the Library's homepage and click the Databases tab. Click the letter M, then scroll the resulting page to find the link to Mergent Online.

 

Image of main search area with Databases tab selected

 

On the Mergent homepage, type the company name or symbol in the Company Search field, select the correct suggested company, and click Go.

 

Image of Mergent homepage with CVS entered into the Company Search field

 

When the company profile opens, you will find an abundance of financial information. There is a long row of tabs just below the basic company details. Click the Filings tab.

 

Image depicting location of Filings tab as described.

 

A table will display different filings, with the most recent at the top. You may view a 10-K or 10-Q here in your preferred format.

There is a link to search EDGAR for forms older than 90s days just above the table.

 

Image of Mergent's table of filings, listing by type first then date of report.

 


Need more? Learn how to use the SEC's EDGAR system to find SEC filings and other company financials.

 

  • Last Updated Apr 14, 2022
  • Views 78
  • Answered By Matt Young

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