Chat Expectations and Guidelines
1. Use Mergent Online
2. Search for your company's name or ticker symbol. Open the company's record (Mergent Online navigation video).
3. Navigate to the Filings tab; select Click Here for Edgar Search
4. Type in your company's ticker symbol or exact name
5. Select appropriate date range
6. For Select Type, choose 10K & 10Q
7. Press Search
7. A list of 10-Qs and 10-Ks will appear. Press the Excel button for the documents you wish to download.
NOTE: Company financial filings can also be found via Edgar Company Filings on the SEC.gov
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