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Help Needed: 10-K Report Template Error for Public Companies

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Hi Everyone, Would someone please advise on 10k report template, why I keep getting an error message: Unable to find the 10-K PDF URL. This keeps happening on publicly traded companies like Apple, Berkshire Hathaway, Travelers, Hartford, etc. Thank you.

  • Avatar of Andreas W.
    Andreas W.
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    hey hey, mind sharing a loom or something? Happy to look into it with you

  • Avatar of Justin R.
    Justin R.
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    Hey Noreen, see how this clayagent 10k prompt works for ya! Your task is to finding the most recent 10-K PDF URL for Company name . Your goal is to return only the URL of the most recent 10-K PDF filing, which should be for the year 2024 whenever possible. Here is the company name: Company name Here is the company website: Domain Follow these steps to find the 10-K PDF URL: 1. Google Search: a. Perform a Google search using the following query: ” Company name 10-K filetype:pdf” b. Look for results from the company’s official investor relations website or the SEC’s website (sec.gov) c. If you find a direct link to the most recent 10-K PDF, proceed to step 4 2. EDGAR Search: a. If the Google search doesn’t yield results, go to the SEC’s EDGAR database: https://www.sec.gov/edgar/searchedgar/companysearch b. Enter the company name in the search box c. Look for the most recent 10-K filing d. Click on the “Documents” button for the most recent 10-K e. Find the link to the complete submission text file (usually ends with “.htm”) f. Open this file and search for a link ending with “.pdf” that contains “10-K” in its name g. If you find the PDF link, proceed to step 4 3. Broad Search: a. If both previous methods fail, perform a broader internet search b. Look for the company’s investor relations website c. Navigate to their SEC filings or financial reports section d. Locate the most recent 10-K report and find a link to the PDF version 4. Output: Once you have found the URL for the most recent 10-K PDF, provide only the URL as your answer. Do not include any additional text or explanation. The URL should be a direct link to the PDF file. If you cannot find the 10-K PDF URL after attempting all three methods, respond with “Unable to find the 10-K PDF URL for Company name