The Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) compiles data on company financials as submitted to the Securities and Exchange Commission (SEC). Information is available in full-text from 1993 to the present. This content is available in the EDGAR database as well as in Lexis Nexis and Mergent.
To access this and other online resources start at the library’s web page www.utdallas.edu/library. Click on the orange button in the upper right screen. Click on the letter E then scroll down to select EDGAR Database of Corporate Information from the list. Remember that from off campus you will be prompted to enter your NetID and password.
The Quick EDGAR Tutorial is very useful and will offer more in-depth guidance than this overview.
Click on “Search for Company Filings” and then click on “Company or Fund Name...”
In this search the company name or ticker symbol must be known. A ticker symbol gives more accurate results. Often a company name will bring back various companies using that same name.
We will use Starbucks. Their ticker symbol is SBUX; type this in the “CIK or Ticker Symbol” search box. The result list will show the company’s most recent filings, including annual reports, proxy statements, financials and others.
Select the filings by format or by date. Click on “Documents” to view the full report. The red hyperlink in the list will lead to the full report. These reports are extensive. It is a good idea to look at the Size column in the document list before clicking on the red hyperlink.
For assistance call the SOM Library Liaisons at 972-883-2126 or email [email protected]. You can also click on the green question mark on the library’s website.