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Creating a SEC 13D filing table with web query

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  1. #1
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    08-27-2012
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    Excel 2007
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    Question Creating a SEC 13D filing table with web query

    Hello everyone,

    I have very little Excel experience, but I would like to create a spreadsheet that, I imagine, will involve macros and programming (of which I know nothing about).

    Here's my goal: I'm interested in importing Securities Exchange Commission 13D/G filings from the internet into a spreadsheet in order to know whenever a hedge fund or other investor files a 13D or 13G.

    I have found a website that provides live updates on 13D/G filings called WhaleWisdom (http://whalewisdom.com/schedule13d). I was able to copy some code I found online and I made a simple web query that imports the most current table from WhaleWisdom into Excel (I got the code from here: http://www.teachexcel.com/free-excel...port-data.html).

    My first question: The columns on WhaleWisdom's table, as you can see on the website, contain data for: Type, File Ownership History, Filed By, Subject Company, Ticker, Date, Reason. When I run the web query, it imports the data using those categoies, in that order. However, I want to change both the order and the categories, but keep the data. So, I want to have the following columns, in the following order, titled as follows: "Date", "Type", "Total Reported Shares", "Filed By", "Subject Company", "Ticker". I don't want columns for "Ownership File" or "Reason." How could I do that? What would I need to do to modify the web query macro?

    My second question: Let's say I have the WhaleWisdom table in Sheet1 in Excel. I would like to be able automatically search through that table and update tables in Sheet2 with specific information.

    Specifically, on Sheet2, I want to have a table with the following columns: "Name", "Date", "13D", "13D/A", "13G", "Subject Company." The "Name" Column would be a set list of hedge funds that I determine ahead of time. So, let's say Third Point LLC (a hedge fund) files a 13D; the WhaleWisdom table in Sheet1 would show this filing. On Sheet2, Third Point would be in the name column ahead of time. I would want code that would search Sheet1, find the Third Point entries, and then fill in Sheet2 with a check mark in the 13D, 13D/A, 13G columns (depending on what Third Point filed), and fill in the correct Subject Company. What kind of code could do these functions?

    Thank you so much in advance. I'm sure this is a tall order for a help forum, and I'm trying to teach myself through tutorials, but any guidance, ideas, or sample code, would be very, very helpful.

    Best,
    mm1099


    I would like to be able to automatically search through that table, on Sheet1, for specific names in the "Filed By" and "Subject Company" columns and then
    Last edited by mm1099; 08-27-2012 at 12:40 PM. Reason: fixed html links

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