SECPlus - Creating Groups

When performing searches of SEC filings using the Search Selected SEC Filings filter, you can create and use a custom group of companies to filter your search. To create a custom group:

  1. Click the Create Group link in the Companies section of the template. 
  2.  
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  1. In the Create Company Group Wizard window, enter the company name you want to find in the Company Name field or the company ticker symbol in the Ticker Symbol field.

    Note:     If you do not know the full company name, you can search by using the first part of the name. This wizard will add a wildcard and return company names where the first part of the name is at the beginning of the company's current or former name." 
  1. You can use the SIC Code/Industry field to filter your company search to a specific SIC code. You can use the Find Industry Codes link to open the Find Industry Codes pop-up dialog. Use this to browse for specific Industry codes. 
  1. Click Next to go to the results list. Any company names matching the information you entered will display. Select the check box next to company names you want to add to your group. You can also use the Select All button to select all the companies in the results list.

    Note:     Click the "i" icon next to a company name to display a pop-up with specific data about the company.   
  1. Click the Next button. You can enter the name of your group in the Company Group Name field or click Add More to return to the initial Company Group Wizard screen to locate and add more companies. When you have finished adding companies to your group, enter your group name and click Finish to save your group.

Your group will now be visible in the Your Saved Groups drop-down menu on the Search Selected SEC Filings screen.

 
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