Librarian Relations Consultant Research Tip: Search SEC Filings by Form Type on Lexis Advance®

SEC Filings are included within the Company and Financial content category on the Lexis Advance service. When you search “Everything” or just this category, you are automatically searching SEC Filings as well. When you need to limit your search to particular form types, there are options available to you through Explore Content and through the Securities Practice Center.

In Explore Content, follow this path: Explore Content / Company and Financial / SEC Filings to a page where you will see the form types available for refined searching:

Click on the form type and you will be taken to the Advanced Search page where you can start your search.

To search from the Securities Practice Page, follow this path: Browse / Practice Centers / By Practice Area or Industry / Securities. Within the “Top Sources” pod, find SEC filings and click on the pull-down menu to see the form types:

To search any of these as an individual source, click on the magnifying glass icon to add the source to the search:

Then run your search in the Red Search Box:

Your results will now be limited to those from the form type you need.