Class FinancialReport

Namespace

MassiveDotNet.Rest.Models

Assembly

MassiveDotNet.Rest.dll

One set of financial statements for a company and period, derived from an SEC filing: the company, the fiscal period, the dates, the source filing, and the four statements.

public sealed record FinancialReport : IEquatable<FinancialReport>

Inheritance

object

FinancialReport

Implements

IEquatable<FinancialReport>

Inherited Members

object.Equals(object)

object.Equals(object, object)

object.GetHashCode()

object.GetType()

object.ReferenceEquals(object, object)

object.ToString()

Remarks

Reference data, so a class (decision D4). The three period dates are bare strings whose prose claims a compact YYYYMMDD form, while both the published example and the live wire carry ISO calendar dates; the map follows the example and the wire, which agree against the prose, and binds LocalDate (D-R9). This is the opposite reading from the SEC v1 filings, whose wire really is compact, so the two families differ on purpose. The published example omits the required timeframe and the optional tickers, both of which the live wire sends.

Properties

AcceptanceTimestamp

When EDGAR accepted the source filing, as the wire sends it. The description says the compact Eastern-time form, yyyyMMddHHmmss; the live wire sent RFC 3339 on 2026-09-03. Kept a string so either form deserializes.

[JsonPropertyName("acceptance_datetime")]
public string? AcceptanceTimestamp { get; init; }

Property Value

string

Cik

The CIK number for the company.

[JsonPropertyName("cik")]
public required string Cik { get; init; }

Property Value

string

CompanyName

The company name.

[JsonPropertyName("company_name")]
public required string CompanyName { get; init; }

Property Value

string

EndDate

The last day of the period the statements cover. The description types this a bare string; the wire carries an ISO calendar date (D-R9).

[JsonPropertyName("end_date")]
public LocalDate? EndDate { get; init; }

Property Value

LocalDate?

FilingDate

The date the source filing was made available, which is not necessarily the date its contents became public. The description types this a bare string; the wire carries an ISO calendar date (D-R9).

[JsonPropertyName("filing_date")]
public LocalDate? FilingDate { get; init; }

Property Value

LocalDate?

Financials

Structured financial statements with detailed data points and metadata.

[JsonPropertyName("financials")]
public required FinancialStatements Financials { get; init; }

Property Value

FinancialStatements

FiscalPeriod

Fiscal period of the report according to the company (Q1, Q2, Q3, Q4, or FY).

[JsonPropertyName("fiscal_period")]
public required string FiscalPeriod { get; init; }

Property Value

string

FiscalYear

Fiscal year of the report according to the company.

[JsonPropertyName("fiscal_year")]
public string? FiscalYear { get; init; }

Property Value

string

Sic

The Standard Industrial Classification (SIC) code for the company.

[JsonPropertyName("sic")]
public string? Sic { get; init; }

Property Value

string

SourceFilingFileUrl

The URL of the specific XBRL instance document within the SEC filing that these financials were derived from.

[JsonPropertyName("source_filing_file_url")]
public string? SourceFilingFileUrl { get; init; }

Property Value

string

SourceFilingUrl

The URL of the SEC filing that these financials were derived from.

[JsonPropertyName("source_filing_url")]
public string? SourceFilingUrl { get; init; }

Property Value

string

StartDate

The first day of the period the statements cover. The description types this a bare string; the wire carries an ISO calendar date (D-R9).

[JsonPropertyName("start_date")]
public LocalDate? StartDate { get; init; }

Property Value

LocalDate?

Tickers

The list of ticker symbols for the company.

[JsonPropertyName("tickers")]
[JsonConverter(typeof(PooledArrayConverter<string>))]
public string[]? Tickers { get; init; }

Property Value

string[]

Timeframe

The timeframe of the report (quarterly, annual or ttm).

[JsonPropertyName("timeframe")]
public required string Timeframe { get; init; }

Property Value

string