Q4Widgets API Documentation

q4.regFilings

A Widget for displaying Non-Edgar Regulatory filings, templated for Organic sites.

Key Features:

The features below are available within the widget in order to fully utilize the API's features / make it easier for out-the-box use.

Institution ID
Can be provided via institutionIdinstead of the ticker in order to make a requests to the API.

Pagination
Can be turned on by providing a number greater than 0 for itemsPerPage.

Sorting
Add a data-sortBy attribute to the element that should trigger the sort on click. The value of the attribute should be the data field you wish to sort by (see API doc). At the moment due to API constraints, the widget can only sort by dates.

Filtering
Filters can be built out using the filters option. Filters include years, document type and companies. At the moment due to API constraints, company filtering is not avaiable but is expected to be added in an upcoming Product update.

Download Toggle
A trigger can be set up to reveal the documents when an element is clicked, using the downloadsContainer, downloadsTrigger, downloadsContent and downloadsToggleCls options.

Resources:

Non-EDGAR Regulatory Filings Confluence page
Studio Public API documentation

Script link
q4.studioApi.3.0.0.min.js
Source file
q4.studioApi.js, line 7225

This widget extends the q4.studioApi widget. It has all the options and methods of the parent widget, in addition to those below. See the parent widget's documentation for details.

Examples

<div class="regfilings_widget"></div>
<script>
$('.regfilings_widget').regFilings({
    studioApi: "", 
    ticker: "",
    itemsPerPage: 5,
    paginationSelector: ".regfilings_pager"
});
</script>

Options

institutionId string
The SNL institution of the company. If ticker is not used then the value provided for this option will be used.
defaultTemplate string
Default template for out of the box use.
'<div class="regfilings_filters-container">' +
    '<select class="regfilings_filter regfilings_filter--years"></select>'+
    '<select class="regfilings_filter regfilings_filter--documents"></select>'+
    '<select class="regfilings_filter regfilings_filter--company"></select>'+
    '</div>'+
'<div class="regfilings_results-container"></div>'+
'<div class="regfilings_pager"></div>'
filingsTpl string
The template for the table of filings.
'<table class="table table--responsive regFilings_table">'+
'<thead>'+
    '<tr>'+
        '<th class="regFilings_header-col--description">Filing Description</th>'+
        '<th class="regFilings_header-col--type">Filing Type</th>'+
        '<th class="regFilings_header-col--filing-date">Filing Date</th>'+
        '<th class="regFilings_header-col--event-date">Event Date</th>'+
        '<th class="regFilings_header-col--download">Download</th>'+
    '</tr>'+
'</thead>'+
'<tbody>'+ 
'{{#items}}'+
    '<tr class="regFilings_row {{#filingAbstract}}regFilings_row--hasAbstract{{/filingAbstract}}">'+
        '<td data-heading="Filing Description">'+
            '<a href="{{linkToDetailsPage}}" target="_blank">{{filingDescription}}</a>'+
        '</td>'+
        '<td data-heading="Filing Type">{{filingTypeMnemonic}}</td>'+
        '<td data-heading="Filing Date">{{filingDate}}</td>'+
        '<td data-heading="Event Date">{{eventDate}}</td>'+
        '<td data-heading="Download">'+
            '{{#documents}}'+
                '<a href="{{url}}" target="_blank" class="regFilings_download-item q4icons_icon"  aria-label="Filing {{filingTypeMnemonic}} dated {{filingDate}} in {{documentType}} format">'+
                    '<span class="sr-only">{{documentType}} (Opens in a new Window)</span>'+
                '</a>'+
            '{{/documents}}'+
        '</td>'+
    '</tr>'+
    '{{#filingAbstract}}'+
    '<tr class="regFilings_row--abstract">'+
        '<td colspan="5" data-heading="Abstract"><strong>Abstract:</strong> {{filingAbstract}}</td>'+
    '</tr>'+
    '{{/filingAbstract}}'+
'{{/items}}'+
'</tbody>'+ 
'</table>'
filingsResultsContainer string
The selector for where the filingsTpl should be rendered
Default value
.regfilings_results-container
paginationTpl string
The template for the pagination

paginationTrigger string
A selector for each element that will trigger the pagination's on click event.
Default value
li
pageRange number
The number of pages to show at one time. Recommend using odd numbers. Adds "pager-hide" and "js--hidden" classes to all items that should be hidden.
Default value
null
Example
5
itemsPerPage number
The number of items to render per page. If a value is given the widget will use it's built-in pagination feature.
Default value
0
filters Array.<object>
An array of filter configurations for filtering the data.
Each object in the array must contain the following fields:
  • type: This value should be the corresponding field in the GET Filters request (see Studio Public API)
  • selector: Where this filter should be rendered
  • tpl: template for the filter
Default:
[
    {
    type: "years",
    selector: ".regfilings_filter--years", 
    tpl: (
        '<option value="">All Years</option>'+
        '{{#.}}'+
            '<option value="{{.}}">{{.}}</option>'+
        '{{/.}}'
    )}, {
    type: "documentTypes",
    selector: ".regfilings_filter--documents", 
    tpl: (
        '<option value="">All Documents</option>'+
        '{{#.}}'+
            '<option value="{{.}}">{{.}}</option>'+
        '{{/.}}'
    )} , {
     type: "companies",
     selector: ".regfilings_filter--company", 
     tpl: (
         ''+
         '{{#.}}'+
             ''+
         '{{/.}}'
     )}
]
docTypes object
A mapping which is used to replace the value of a document's documentType.
Default value
{ 'CONVPDF': 'PDF' }
downloadsContainer string
A selector for the container of the downloadable documents section.
Default value
.regFilings_downloads
downloadsTrigger string
A selector for the trigger to reveal downloadsContent when clicked.
Default value
.regFilings_download-trigger
downloadsContent string
A selector for the section that gets revealed when downloadsTrigger is clicked.
Default value
.regFilings_download-div
downloadsToggleCls string
The class applied when the downloadsTrigger is clicked.
Default value
js--active
noFilingsFoundMsg string
A message or HTML string to display in the filingsResultsContainer if no filings are found.
Default value
<p class="regFilings_no-filings">No Filings Found</p>
beforeRerender function
A callback that fires before the full widget is rerendered due to a change in page, sorting or filtering. It is generally used to restructure/manipulate data before being passed into the filingsTpl, paginationTpl and filter templates (see filters option).
Parameters
event Event
The event object.
data Object
The data object.
rerenderComplete function
A callback function that fires after widget rerenders due to a change in page, sorting or filtering.
Parameters
event function
A callback function that fires after widget rerenders due to a change in page, sorting or filtering.