edgar.forms.schedule13 — com.github.clojure-finance/edgarjure 0.4.0

Schedule 13D / 13G parser — beneficial ownership reports of >5% positions.

Handles the structured-XML era (SEC mandated XML for Schedules 13D/G filed from December 2024; form types "SCHEDULE 13D" / "SCHEDULE 13G" and their /A amendments, with a primary_doc.xml). Legacy "SC 13D" / "SC 13G" filings are HTML/text-only and intentionally NOT registered — they fall through to filing-obj's :default raw-HTML result.

The 13D and 13G XML schemas differ in field naming (issuerCIK vs issuerCik, dateOfEvent vs eventDateRequiresFilingThisStatement, aggregateAmountOwned vs reportingPersonBeneficiallyOwnedAggregateNumber- OfShares, ...); this parser normalizes both into one result shape.

Usage: (require '[edgar.forms.schedule13]) ; side-effectful load registers methods (edgar.filing/filing-obj filing) ;=> {:form "SCHEDULE 13D" :schedule :13d ; :issuer {:cik ... :name ... :cusip ...} ; :reporting-persons [{:name ... :aggregate-owned ... :percent-of-class ...} ...]}

parse-schedule13 clj

(parse-schedule13 filing)

Parse a Schedule 13D/13G (XML era) filing map into a structured map. Returns nil when the filing carries no XML document. Otherwise: {:form "SCHEDULE 13D" | "SCHEDULE 13G" (from the XML submissionType; falls back to the filing's :form) :schedule :13d | :13g :security-class class of securities the schedule covers :event-date "MM/DD/YYYY" event date triggering the filing :rule designated rule (13G only, e.g. "Rule 13d-1(b)") :issuer {:cik ... :name ... :cusip ...} :reporting-persons [{:cik :name :citizenship :sole-voting :shared-voting :sole-dispositive :shared-dispositive :aggregate-owned :percent-of-class :type :fund-type :comments} ...]}