Glossary

10-K (Annual Report) — A comprehensive annual report filed by public companies, providing a detailed overview of financial performance, audited statements, and risk factors.

10-Q (Quarterly Report) — A quarterly filing containing unaudited financial statements and updates on company operations for each of the first three fiscal quarters.

11-K (Employee Benefit Plan Filing) — An annual report filed for employee stock purchase, savings, or similar plans under the Securities Exchange Act of 1934.

12b-25 (Notification of Late Filing) — A form used to request an extension for filing periodic reports such as Forms 10-K, 10-Q, or 20-F.

13D (Schedule 13D) — A filing required when an individual or entity acquires more than 5% of a company’s equity securities, disclosing ownership and intentions.

13G (Schedule 13G) — A shorter, alternative version of Schedule 13D used by certain passive investors or qualified institutions holding more than 5% of a company’s shares.

13F (Form 13F) — A quarterly report filed by institutional investment managers with discretion over $100 million or more in securities, listing all managed holdings.

13H (Large Trader Report) — A filing used by large traders to register with the SEC and obtain a Large Trader Identification Number (LTID).

15-12B / 15-15D (Termination of Registration) — Forms used to terminate or suspend the duty to file periodic reports under the Securities Exchange Act.

20-F (Foreign Annual Report) — The annual filing used by foreign private issuers to report financial and operational information to the SEC.

25 (Form 25 – Delisting / Deregistration) — A form filed with the SEC to remove a class of securities from listing on an exchange or terminate registration.

40-F (Canadian Annual Report) — The annual report form for certain Canadian issuers filing under the U.S.-Canada Multijurisdictional Disclosure System (MJDS).

424B1–424B8 (Prospectus Supplements) — Variations of prospectus supplement filings under Rule 424(b), used to provide final offering details in securities registrations.

8-K (Current Report) — A report filed by public companies to disclose major events or corporate changes that shareholders should know about between periodic filings.

A/B Exchange Offer — A process where issuers exchange privately placed securities for nearly identical securities registered with the SEC under the Securities Act.

Acknowledgement (SEC) — A message confirming that a filing has been successfully received or accepted by the EDGAR system.

Accelerated Filer — A classification for issuers with a public float between $75 million and $700 million, subject to specific SEC filing deadlines.

Acceptance Datetime — The exact timestamp recorded by EDGAR when a submission is successfully accepted by the system.

Accession Number — A unique 20-digit identifier assigned by EDGAR to every accepted filing, used for tracking and retrieval.

Account Administrator (EDGAR Next) — A user role under EDGAR Next authorized to manage access, assign permissions, and delegate filing authority.

Active/Live vs. Test Filing Flag — A status indicator showing whether a submission is an official live filing or a test submission.

Address (Business/Mailing) — The contact address of the filer or company included in the EDGAR header information. access.

Admin (Filer Management Role) — A user with administrative permissions to manage EDGAR account details, credentials, and user access.

Amendment (A) — A filing revision that updates or corrects a previously submitted form, indicated by “/A” in the form type.and HTML (structured markup) are both accepted.

ASCII/HTML EDGAR Submission — Refers to the file formats used in EDGAR filings; ASCII (plain text) and HTML (structured markup) are both accepted.

Asset-Backed Securities (ABS) — Securities backed by pools of loans or receivables, often registered on Form SF-1 or SF-3.

Audit Committee Financial Expert — A designation in SEC filings identifying a qualified individual on the company’s audit committee, as required under Sarbanes-Oxley Act rules.

Beneficial Owner — A person or entity that enjoys the benefits of ownership even though the title is in another name, often disclosed in Schedule 13D or 13G filings.

Blue Sheet — A data request from the SEC or FINRA requiring brokers to provide detailed trade information; not an EDGAR filing but relevant to regulatory reporting.

Business Address (Conformed) — The standardized company address shown in EDGAR filings, used for identification and correspondence purposes.

Business Development Company (BDC) — A type of closed-end investment company that invests in small and mid-sized businesses and files periodic reports with the SEC.

C&DIs (Compliance & Disclosure Interpretations) — Informal SEC staff interpretations that clarify disclosure and filing requirements under federal securities laws.

Calculation Linkbase (XBRL) — A component of an XBRL filing that defines how financial data elements relate mathematically (e.g., revenues minus expenses equals income).

CDE (Cover Page Data Extraction / EX-104) — The Inline XBRL exhibit file containing machine-readable cover page tagging data for certain SEC forms.

CEF (Closed-End Fund) — A type of investment company that raises a fixed amount of capital through an IPO and lists its shares for trading on an exchange.

CIK (Central Index Key) — A unique, permanent number assigned by the SEC to identify each filer, company, or individual submitting filings through EDGAR.

CIK Lookup — The SEC’s online tool that allows users to search and retrieve an entity’s Central Index Key and filing history.

CIK/CCC Token Reset — A recovery process in EDGAR used to generate new CIK Confirmation Codes or passwords when credentials are lost or compromised.

CIK Confirmation Code (CCC) — A confidential, 8-character alphanumeric code used with the CIK to authorize and authenticate SEC filings.

Class ID — A unique identifier used in EDGAR for specific share classes within investment companies, typically beginning with “C000…”.

Confidential Treatment (CT Order) — An SEC-granted permission allowing companies to redact sensitive information in filings under Regulation S-K Item 601.

Control Person — An individual or entity with the power to direct a company’s management or policies, often disclosed in ownership filings.

CORRESP (Correspondence) — A filing type used to submit written communications between a registrant and the SEC, often related to review comments.

Cover Page Tagging (Inline XBRL) — The practice of embedding machine-readable data into the cover page of SEC filings using Inline XBRL tags.

COV (Cover Letter) — A supporting document sometimes included with EDGAR filings, typically used for explanatory or administrative correspondence.

CUSIP — A nine-character alphanumeric identifier assigned to securities to facilitate clearing and settlement; often referenced in SEC filings.

DEF 14A (Definitive Proxy Statement) — A filing that provides shareholders with detailed information before an annual or special meeting, including executive compensation, voting matters, and board elections.

DEFA14A / DEFR14A / DEFM14A / DEFA14C — Variations of definitive proxy and information statements filed to report amendments, mergers, or special meeting materials

DEI (Document and Entity Information) — The section of an XBRL filing containing standardized metadata about the filer, form type, and reporting period.

Delisting (Form 25) — The process of removing a security from a national exchange, formally reported using Form 25.

DERA (Division of Economic and Risk Analysis) — The SEC division responsible for economic and statistical analysis supporting policy and enforcement actions.

CIK Lookup — The SEC’s online tool that allows users to search and retrieve an entity’s Central Index Key and filing history.

Dissemination (Public Dissemination Service, PDS) — The SEC’s mechanism for distributing accepted filings to the public through EDGAR’s dissemination feed.

Document Sequence / Document Description — Fields within an EDGAR filing that identify each attached document and its purpose or type.

DRS (Draft Registration Statement) — A confidential draft version of a registration statement submitted by Emerging Growth Companies before a public filing.

Dual-Class Share Structure — A corporate structure where different classes of stock carry different voting rights, typically disclosed in registration statements.

EDGAR (Electronic Data Gathering, Analysis, and Retrieval) — The SEC’s online system for receiving, reviewing, and disseminating corporate filings submitted by public companies and other entities.

EDGAR Acceptance — The confirmation by the SEC’s EDGAR system that a submission has been successfully received and accepted for public posting.

EDGAR Company Database — The SEC’s searchable online index containing detailed company information, filing history, and identifiers like CIK numbers.

EDGAR Daily Index / Master Index / Quarterly Index — Public indexes that list all filings submitted to EDGAR for a specific day, quarter, or year, used for research and data extraction.

EDGAR Filer Manual (EFM) — The official SEC document that specifies technical standards, formatting rules, and submission procedures for electronic filings.

EDGAR Filer Management (Portal) — The SEC’s online portal where filers manage access codes, update company data, and enroll for EDGAR Next.

EDGAR Filing Website / OnlineForms — The SEC’s interface for submitting and managing filings through predefined online forms or file uploads.

EDGARLink Online — The legacy filing software used to create and transmit filings to the SEC, now largely replaced by online form submission.

EDGAR Next — The SEC’s modernization initiative introducing Login.gov-based authentication, multi-factor access, and role-based account management for filers.

EFFECT (Notice of Effectiveness) — A filing indicating that a registration statement has become effective under the Securities Act of 1933.

Emerging Growth Company (EGC) — A classification under the JOBS Act for smaller issuers that qualify for reduced disclosure and compliance requirements.

Enrolled Filer (EDGAR Next Status) — A filer who has completed the transition to EDGAR Next, using Login.gov credentials for access.

Entity Registrant Name (Header) — The official legal name of the company or filer as shown in the EDGAR header data.

EX-31 / EX-32 (Certifications) — Exhibits containing CEO and CFO certifications required under Sections 302 and 906 of the Sarbanes-Oxley Act.

EX-101 (XBRL Exhibits) — The standard exhibit code for XBRL data files attached to SEC filings.

EX-104 (Cover Page Interactive Data File) — The Inline XBRL exhibit that includes machine-readable cover page tagging information.

Exhibit Index — A table included in certain SEC filings that lists all attached exhibits and their corresponding codes.

Exhibit Table — The structured section of a filing that identifies exhibits submitted with a form.

Explanatory Note — A section included in amended or complex filings to clarify changes, updates, or special conditions.

Filer CIK — The Central Index Key assigned by the SEC to identify a specific filer or registrant in the EDGAR system.

Filer CCC — The confidential CIK Confirmation Code used in combination with the CIK to authenticate submissions made through EDGAR.

Filer Category — The SEC classification of a company (Large Accelerated Filer, Accelerated Filer, Non-Accelerated Filer, or Smaller Reporting Company) based on its public float and filing history.

Filer Management Dashboard — The EDGAR Filer Management interface where authorized users manage access credentials, contact information, and delegated roles.

Filing Agent — A third-party service provider authorized to prepare and submit SEC filings on behalf of a registrant or issuer.

Filing Fee Table (EX-Fee) — A structured table required in certain filings that discloses registration fees and corresponding securities information.

Filing Status (Accepted/Suspended) — Indicates the current status of a filing within EDGAR; “accepted” means publicly available, while “suspended” means under review or error correction.

Fiscal Year End (FYE) — The month and day marking the end of a company’s fiscal year, disclosed in registration and periodic reports.

Foreign Private Issuer (FPI) — A company incorporated outside the United States that qualifies for special SEC reporting and disclosure requirements under Regulation S-K.

Form D — A notice of exempt securities offering filed under Regulation D of the Securities Act of 1933, typically used for private placements.

Form ID — The initial application submitted to the SEC to obtain EDGAR access codes such as CIK, CCC, and password credentials.

Form PF — A confidential filing required from certain investment advisers to private funds, used for systemic risk monitoring by the SEC.

Form S-1 / S-1/A — A registration statement used for the initial sale of securities under the Securities Act, with “/A” indicating an amendment.

Form S-3 / S-4 / S-8 / S-11 — Various registration forms under the Securities Act, used for different types of securities offerings and corporate transactions.

FOIA Confidential Treatment — A request under the Freedom of Information Act (FOIA) to keep certain sensitive information in a filing confidential.

Former Company Name — A previous legal name of the company listed in the EDGAR header, maintained for reference and traceability.

GAAP Taxonomy (U.S. GAAP) — The standardized financial reporting taxonomy developed by the Financial Accounting Standards Board (FASB) and required by the SEC for XBRL tagging of U.S. GAAP financial statements.

Global Document (XBRL) — A term used to describe the overarching or consolidated XBRL document that combines all taxonomy linkbases and instance data in one structure.

Graphical Exhibits (HTML Constraints) — Visual materials such as charts or images included in HTML filings; must comply with EDGAR formatting and file-size requirements.

Header (EDGAR Submission Header) — The metadata section at the beginning of every EDGAR submission that contains key identifiers such as CIK, form type, period of report, and company name.

Held in Suspense — A temporary status assigned by EDGAR when a filing is incomplete or awaiting acceptance due to technical or validation errors.

iXBRL (Inline XBRL) — A filing format that embeds machine-readable XBRL tags directly into human-readable HTML documents, allowing data and text to coexist in one file.

IFRS Taxonomy — The standardized reporting taxonomy for International Financial Reporting Standards, required for foreign private issuers that report under IFRS.

Incorporation by Reference — The practice of referring to previously filed SEC documents instead of re-filing identical information, used to reduce redundancy.

Insider (Section 16) — A company officer, director, or beneficial owner of more than 10% of a registered class of equity securities, required to file ownership reports on Forms 3, 4, and 5.

Insider Transactions (Forms 3, 4, 5) — SEC filings that disclose purchases, sales, or other changes in ownership by company insiders.

Interactive Data — Machine-readable financial information filed with the SEC using XBRL or Inline XBRL formats to facilitate data analysis and comparison.

Investment Company (’40 Act) — A company primarily engaged in investing or trading securities, regulated under the Investment Company Act of 1940, and required to file forms such as N-1A or N-CEN.

IRS Employer Identification Number (EIN) — A unique nine-digit number assigned by the Internal Revenue Service to identify business entities, included in SEC filings for reference.

Issuer (Ownership Filings) — The company whose securities are the subject of an SEC filing, particularly in ownership or registration statements.

JOBS Act (Jumpstart Our Business Startups Act) — A U.S. law enacted in 2012 that eases securities regulations for small businesses and Emerging Growth Companies (EGCs), allowing confidential draft registration submissions and expanded crowdfunding provisions.

Key Performance Indicators (KPIs) — Quantitative business metrics included in SEC filings to help investors evaluate a company’s financial or operational performance trends.

Large Accelerated Filer (LAF) — A public company with a public float of $700 million or more, subject to the shortest SEC filing deadlines.

Late Filing (Form 12b-25) — A filing submitted to request an extension when a company cannot meet its standard SEC filing deadline for forms such as 10-K or 10-Q.

Letter to SEC (CORRESP / UPLOAD / RESPONSE) — Written communications submitted via EDGAR to address SEC staff comments or provide clarifications during the filing review process.

Linkbases (XBRL) — Components of XBRL taxonomy that define relationships between data elements, including calculation, presentation, definition, and label linkbases.

Live Filing (vs. Test Filing) — An official submission to the SEC’s EDGAR system intended for public disclosure, as opposed to a test filing used for validation purposes.

Login.gov Credentials (EDGAR Next) — Secure authentication credentials required under EDGAR Next for filers to access and manage EDGAR accounts using multi-factor authentication.

LTID (Large Trader Identification Number) — A unique identifier assigned by the SEC to large traders who file Form 13H to report their trading activity.

Master Index (EDGAR) — A comprehensive quarterly file published by the SEC listing all filings accepted into the EDGAR system, including accession numbers and form types.

Material Definitive Agreement (8-K Item 1.01) — A disclosure in Form 8-K describing the execution or termination of a significant agreement not made in the ordinary course of business.

Metadata (EDGAR/XBRL) — Descriptive data embedded within EDGAR or XBRL files that provides information about document properties, filer identity, and data relationships.

Multi-Class / Series Funds (N-PORT / N-CEN Context) — Investment companies offering multiple share classes or series under one registration, each identified by a unique Series ID and Class ID.

Multi-Factor Authentication (MFA) — A security process used in EDGAR Next requiring users to verify identity through multiple methods, such as password and verification code.

N-1A — The SEC registration form used by open-end management investment companies (mutual funds) to register shares under the Investment Company Act and Securities Act.

N-2 — The registration form for closed-end investment companies to offer shares to the public.

N-3 / N-4 / N-6 — Registration forms used by insurance company separate accounts that issue variable annuity or variable life insurance contracts.

N-CSR (Certified Shareholder Report) — A form filed semiannually by registered management investment companies containing shareholder reports and certifications.

N-CEN (Annual Census Report) — A form requiring investment companies to file annual census-type information, replacing Form N-SAR.

N-PORT / N-PORT-P — Forms used by registered investment companies to report portfolio holdings on a monthly basis (N-PORT) and publicly disclose them quarterly (N-PORT-P).

Non-Accelerated Filer — A public company with a public float of less than $75 million, subject to longer filing deadlines and certain reporting exemptions.

Notice of Effectiveness (EFFECT) — A filing notification confirming that the SEC has declared a registration statement effective.

Notarized Form ID — A Form ID that includes a notarized authentication page required for verifying filer identity during initial EDGAR registration or access recovery.

Officer / Director (Section 16) — Individuals who hold key management or board positions in a public company and are required to report ownership transactions to the SEC.

OMB Control Number — A number assigned by the Office of Management and Budget to each SEC form to indicate compliance with the Paperwork Reduction Act.

OnlineForms (EDGAR) — The SEC’s web-based interface that allows filers to complete and submit forms electronically without using standalone EDGARLink software.

Ownership XML (Forms 3, 4, 5 Schema) — The standardized XML schema format used for filing beneficial ownership reports under Section 16 of the Exchange Act.

N-CEN (Annual Census Report) — A form requiring investment companies to file annual census-type information, replacing Form N-SAR.

N-PORT / N-PORT-P — Forms used by registered investment companies to report portfolio holdings on a monthly basis (N-PORT) and publicly disclose them quarterly (N-PORT-P).

Non-Accelerated Filer — A public company with a public float of less than $75 million, subject to longer filing deadlines and certain reporting exemptions.

Notice of Effectiveness (EFFECT) — A filing notification confirming that the SEC has declared a registration statement effective.

Notarized Form ID — A Form ID that includes a notarized authentication page required for verifying filer identity during initial EDGAR registration or access recovery.

PMAC (Password Modification Authorization Code) — A confidential eight-character code used to reset an EDGAR password prior to the EDGAR Next transition.

Passphrase (EDGAR Next Enrollment) — A one-time use code required for enrolling in EDGAR Next, consisting of at least eight characters including one number and one special character.

Password (Legacy EDGAR Login) — The confidential access credential paired with a CIK to authenticate login to EDGAR; being replaced by Login.gov credentials.

Period of Report — The date representing the end of the reporting period covered by a filing, included in the EDGAR submission header.

POS AM (Post-Effective Amendment) — A filing that updates or amends a registration statement after it has become effective.

PDS (Public Dissemination Service) — The SEC’s system that distributes accepted EDGAR filings to the public in near real time.

PRE 14A / PRE 14C (Preliminary Proxy / Information Statement) — Early versions of proxy or information statements filed to notify shareholders before the definitive version is submitted.

Presentation Linkbase (XBRL) — An XBRL component that defines how tagged data elements are organized and displayed in financial statements.

Primary Document — The main file in an EDGAR submission that contains the core disclosure or report being filed, such as a 10-K or S-1.

Prospectus — A formal disclosure document describing a securities offering, included in registration filings like Form S-1 or 424B.

Proxy Statement (Schedule 14A) — A filing that provides shareholders with information required to vote on corporate matters such as board elections or executive compensation.

Q&A / FAQ (SEC Filings Context) — Sections within SEC guidance or filer manuals that address common questions related to filing procedures, compliance rules, or technical submission issues.

Quarterly Index (EDGAR) — A file published every quarter by the SEC listing all filings received during that period, including accession numbers, form types, and company names.

Quiet Period — The timeframe before and immediately after a securities offering during which companies must limit public communications to avoid influencing market activity.

RBAC (Role-Based Access Control) — A security framework used in EDGAR Next that allows account administrators to assign specific permissions to users based on their roles.

Redaction (Regulation S-K Item 601) — The process of omitting confidential portions of material contracts or exhibits filed with the SEC, subject to specified conditions.

Reg S-K / Reg S-T / Reg S-X — Key SEC regulations governing disclosure requirements (S-K), electronic filing rules (S-T), and financial statement presentation (S-X).

Registration Statement — A comprehensive filing required under the Securities Act of 1933 to register securities offerings with the SEC.

Reporting Owner (Section 16) — An insider or major shareholder required to report ownership changes in a company’s securities on Forms 3, 4, and 5.

RESPONSE (to SEC Comments) — A correspondence filing in which registrants formally respond to SEC staff comment letters during the filing review process.

Restricted Securities — Securities acquired through private placements or other non-public offerings that cannot be freely traded until certain conditions are met.

Risk Factors (Item 1A / Regulation S-K) — A required section in registration statements and annual reports disclosing the major risks that could impact a company’s business or financial performance.

RW (Registration Withdrawal) — A filing used to formally withdraw a previously filed registration statement that has not yet become effective.

S-1 / S-3 / S-4 / S-8 / S-11 — Registration statement forms under the Securities Act used for different types of securities offerings, mergers, and employee benefit plans.

S-1MEF (Registration of Additional Securities) — A short-form registration filed to register additional securities for an offering previously declared effective.

S-K Item 601 (Exhibits) — The regulation that specifies the list and format of exhibits required to be filed with registration statements and periodic reports.

S-T (Regulation S-T) — The regulation governing the SEC’s electronic filing rules, submission requirements, and technical standards for EDGAR filings.

SAFE Act (Simplifying Access for Filing Entities) — An informal reference to modernization initiatives aimed at improving electronic filing efficiency and access to EDGAR systems.

Schedule 14A / 14C / TO / 13D / 13G — Different schedules used for proxy solicitations, tender offers, and beneficial ownership disclosures under SEC rules.

SEC CIK vs. Ticker Mapping — The association between a company’s SEC Central Index Key and its stock ticker symbol, used for identification and tracking.

SEC File Number — A unique number assigned by the SEC to track filings and proceedings associated with a specific registrant or matter.

SEC Header Fields — Key data elements in the EDGAR header such as accession number, filing date, form type, and period of report.

SEC.gov Company Search — The SEC’s online tool that allows the public to search for company filings, registration details, and ownership reports.

Series ID — A unique identifier in EDGAR assigned to each investment company series within a multi-series registration, typically beginning with “S000…”.

Shell Company — A company with nominal operations or assets, often used for reverse mergers, and subject to additional SEC disclosure requirements.

SIC Code (Standard Industrial Classification) — A four-digit numerical code that categorizes companies by industry type for statistical and regulatory purposes.

Smaller Reporting Company (SRC) — An issuer with a public float below $250 million (or annual revenues below $100 million if no float) eligible for scaled disclosure requirements.

Submission Type — The EDGAR form code (e.g., 10-K, 8-K, S-1) indicating the kind of filing being submitted to the SEC.

Submission ID — The internal identifier generated by EDGAR for tracking an individual filing submission.

Subsidiary List (Exhibit 21) — An exhibit in SEC filings that lists the company’s subsidiaries and their jurisdictions of incorporation.

Suspense Status (Submission) — A temporary filing state indicating that a submission is being held by EDGAR pending correction or review before acceptance.

Tagging (Inline XBRL) — The process of applying machine-readable labels (tags) to financial data elements within SEC filings to enable automated analysis.

Taxonomy (U.S. GAAP / IFRS) — The structured dictionary of financial reporting concepts used for XBRL and Inline XBRL tagging in SEC filings.

Test Filing — A trial submission sent to EDGAR for validation and troubleshooting before submitting a live, official filing.

Ticker Symbol — The unique alphabetic code used to identify a company’s publicly traded securities on an exchange, often referenced in EDGAR filings.

Transfer Agent — A registered entity that maintains shareholder records, processes securities transfers, and ensures compliance with SEC registration requirements.

UPLOAD (SEC Staff Comment Upload) — A submission type used by SEC staff to post comment letters to the EDGAR system during the review of registration statements or periodic filings.

User Management (EDGAR Next) — The administrative function in EDGAR Next that allows Account Administrators to add, edit, or remove users and assign permissions.

U.S. GAAP Taxonomy — The official taxonomy developed by the Financial Accounting Standards Board (FASB) for tagging financial data reported under U.S. GAAP in XBRL or Inline XBRL format.

Validation (EDGAR / XBRL) — The automated process EDGAR performs to check that a submission meets required formatting, data integrity, and schema standards before acceptance.

VeriSign Passcode (Legacy) — A code formerly used in EDGAR access processes for digital identity verification before being replaced by Login.gov credentials.

Viewer (EDGAR Next Role) — A user role in EDGAR Next that allows read-only access to filings and account information without permission to submit or modify data.

Voluntary Filer — An entity that submits filings to the SEC even though it is not legally required to do so, often for transparency or investor relations purposes.

Well-Known Seasoned Issuer (WKSI) — A large, established public company that meets SEC criteria allowing it to file automatically effective registration statements (Form S-3ASR).

Withdrawal (RW) — A filing submitted to formally withdraw a registration statement or other filing that has not yet become effective.

Workflows (Filer Management) — The structured processes within the EDGAR Filer Management system for managing filings, credentials, and delegated r

XBRL Instance Document — The core file in an XBRL submission that contains actual tagged financial data corresponding to the taxonomy concepts.

XBRL Schema — The structural definition file that outlines the elements, relationships, and attributes of data tags in an XBRL taxonomy.

XBRL Linkbases (Calculation / Definition / Presentation / Label) — Components of an XBRL taxonomy defining relationships between data items, how they are displayed, and how they interconnect.

XFP (XBRL Footnotes) — The tagged footnote information embedded within XBRL or Inline XBRL filings to explain or qualify financial data

Year-End (FYE) Field (Header) — The field in the EDGAR header that indicates a company’s fiscal year-end date for reporting purposes.

YAML / JSON EDGAR APIs — Data interchange formats used by developers to retrieve EDGAR filings and metadata through SEC-provided API endpoints.

Zero-Coupon (Contextual Disclosure Term) — A type of bond or debt instrument that does not pay interest periodically but is issued at a discount and matures at face value, sometimes discussed in SEC filings.

Zip Code (Address Fields) — The postal code element included in the business or mailing address section of EDGAR header data for filer identification.