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Bump edgartools from 5.28.3 to 5.28.5 - #18

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Bump edgartools from 5.28.3 to 5.28.5#18
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Bumps edgartools from 5.28.3 to 5.28.5.

Release notes

Sourced from edgartools's releases.

v5.28.5

Bug Fixes

  • Fix HTML in to_dataframe() for disclosure TextBlock concepts (#762) — Disclosure/notes statements (e.g., segment tables) contained raw HTML markup in DataFrame cells. Now sanitized to plain text.
  • Add DividendsEquity standard concept for equity statement dividends (#763) — GOOGL's dividend concept (AdjustmentsToAdditionalPaidInCapitalDividendsInExcessOfRetainedEarnings) had no standard_concept mapping on the equity statement. Added DividendsEquity to the equity vocabulary.

Documentation

  • Equity statement data layers guide — New guide explaining why face statement totals, component breakdowns, and disclosure note values differ in XBRL equity data.

Thanks to @​BaraVaq for the detailed bug reports.

v5.28.4

Bug Fixes

  • fix: remove incorrect StockRepurchasesEquity mapping for tax withholding concept (#760) — Removed a wrong gaap_mappings.json entry that mapped AdjustmentsRelatedToTaxWithholdingForShareBasedCompensation to StockRepurchasesEquity (confidence 0.364). Tax withholding on RSU vests is not a stock repurchase — the misclassification caused duplicate rows in the statement of equity for companies like AAPL.

  • fix: add Q/YTD/FY period labels to equity and comprehensive income statements (#759) — Added StatementOfEquity and ComprehensiveIncome to the allow-list in rendering.py, so column headers now show friendly period labels (e.g., "Q1", "YTD") instead of raw date ranges, consistent with other financial statements.

Changelog

Sourced from edgartools's changelog.

[5.28.5] - 2026-04-08

Fixed

  • HTML markup in disclosure DataFrame outputto_dataframe() now strips HTML from XBRL TextBlock facts in disclosure/notes statements, producing clean plain text instead of raw markup. Uses the existing _is_html/html_to_text utilities. Includes regression test (#762)

  • Missing DividendsEquity standard concept for equity statement — Added DividendsEquity to the equity vocabulary (gaap_mappings.json, section_membership.json, display_names.json), fixing GOOGL's AdjustmentsToAdditionalPaidInCapitalDividendsInExcessOfRetainedEarnings being unmapped on the equity statement (#763)

  • Entity rich display alignmentEntity rich display now follows the same design language as Company, ensuring consistent visual presentation

Documentation

  • Equity statement data layers guide — New guide explaining why face statement totals, component breakdowns, and disclosure note values differ across XBRL data layers

[5.28.4] - 2026-04-05

Fixed

  • Q/YTD/FY period labels missing from equity and comprehensive income — Equity and comprehensive income statements now receive the same Q1/Q2/Q3/Q4/YTD/FY column labels applied to income and cash flow statements (#759)

  • Incorrect StockRepurchasesEquity mapping — Removed erroneous StockRepurchasesEquity standard concept mapping for tax withholding on vested shares, which caused misclassification on equity statements (#760)

  • Schedule 13D/G total_shares and total_percent overcounting — Changed aggregation from sum() to max() to correctly represent reported totals rather than double-counting across rows

  • 13F-HR TXT parser for pre-2013 filings — Rewrote the 13F-HR TXT parser to use column-position extraction, added regex fallback and decimal handling, achieving ~93% coverage of pre-2013 filings (#476)

  • Standard concept name misspellings — Corrected misspellings in standard concept names (#758)

Documentation

  • Document pre-2013 TXT format support and 93% coverage in 13F guides
Commits
  • 52b4fcf chore: bump version to 5.28.5
  • a898b3a fix: add DividendsEquity standard concept for equity statement dividends (#763)
  • aa583de docs: add guide for equity statement data layers in XBRL
  • 40a7554 fix: sanitize HTML in to_dataframe() for disclosure TextBlock concepts (#762)
  • c13b2dd fix: align Entity rich display with Company design language
  • 58e9ae4 chore: bump version to 5.28.4
  • cfa395f fix: add Q/YTD/FY period labels to equity and comprehensive income statements...
  • edc7f61 fix: remove incorrect StockRepurchasesEquity mapping for tax withholding conc...
  • 342ec91 fix: use max() instead of sum() for Schedule 13D/G total_shares/total_percent
  • 6f6dd72 docs: document pre-2013 TXT format support and 93% coverage in 13F guides
  • Additional commits viewable in compare view

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Bumps [edgartools](https://github.com/dgunning/edgartools) from 5.28.3 to 5.28.5.
- [Release notes](https://github.com/dgunning/edgartools/releases)
- [Changelog](https://github.com/dgunning/edgartools/blob/main/CHANGELOG.md)
- [Commits](dgunning/edgartools@v5.28.3...v5.28.5)

---
updated-dependencies:
- dependency-name: edgartools
  dependency-version: 5.28.5
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

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