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venv/lib/python3.10/site-packages/edgar/entity/constants.py

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+"""
+Constants for entity classification and form types.
+
+This module contains constants used throughout the entity package for
+determining entity types and form classifications.
+"""
+
+# Performance optimization: use set for O(1) lookups
+COMPANY_FORMS = {
+    # Registration statements
+    "S-1", "S-3", "S-4", "S-8", "S-11",
+    # Foreign issuers registration forms
+    "F-1", "F-3", "F-4", "F-6", "F-7", "F-8", "F-9", "F-10", "F-80",
+    # Foreign form amendments and effectiveness
+    "F-6EF", "F-6 POS", "F-3ASR", "F-4MEF", "F-10EF", "F-3D", "F-3MEF",
+    # Exchange Act registration
+    "10-12B", "10-12G",
+    # Periodic reports
+    "10-K", "10-Q", "10-K/A", "10-Q/A",
+    "20-F", "40-F",  # Foreign issuers
+    "11-K",  # Employee benefit plans
+    # Current reports
+    "8-K", "6-K",
+    # Proxy materials
+    "DEF 14A", "PRE 14A", "DEFA14A", "DEFM14A",
+    # Other corporate filings
+    "424B1", "424B2", "424B3", "424B4", "424B5",
+    "ARS", "NT 10-K", "NT 10-Q",
+    "SC 13D", "SC 13G", "SC TO-I", "SC TO-T",
+    "SD", "PX14A6G",
+    # Specialized corporate filings
+    "N-CSR", "N-Q", "N-MFP", "N-CEN",
+    "X-17A-5", "17-H",
+    "TA-1", "TA-2",
+    "ATS-N",
+    # Corporate disclosures
+    "EFFECT", "FWP", "425", "CB",
+    "POS AM", "CORRESP", "UPLOAD"
+}
+
+# Fund-specific form types
+FUND_FORMS = {
+    # Investment company registration
+    "N-1A", "N-2", "N-3", "N-4", "N-5", "N-6",
+    # Investment company periodic reports
+    "N-CSR", "N-Q", "N-CEN", "N-MFP",
+    # Investment adviser forms
+    "ADV", "ADV-E", "ADV-H", "ADV-NR", "ADV-W",
+    # Private fund forms
+    "PF", "CPO-PQR", "CTA-PR",
+    # Municipal advisor forms
+    "MA", "MA-I", "MA-NR", "MA-W",
+    # Investment company shareholder reports
+    "N-30B-2", "N-30D", "485APOS", "485BPOS",
+    # Variable insurance products
+    "N-3/A", "N-4/A", "N-6/A",
+    # Closed-end funds
+    "N-2/A", "N-5/A",
+    # Business development companies
+    "N-6F", "N-54A", "N-54C",
+    # Exchange-traded funds
+    "N-1A/A",
+    # Portfolio holdings
+    "NPORT-P", "NPORT-EX", "N-PORT", "N-PORT/A"
+}
+
+# Individual/insider forms
+INDIVIDUAL_FORMS = {
+    # Ownership reports
+    "3", "4", "5", "3/A", "4/A", "5/A",
+    # Beneficial ownership
+    "SC 13D", "SC 13G", "SC 13D/A", "SC 13G/A",
+    # Tender offer schedules
+    "SC TO-I", "SC TO-C", "SC TO-T",
+    # Investment adviser representatives
+    "ADV-E", "DRS"
+}
+
+# All known form types for validation
+ALL_FORM_TYPES = COMPANY_FORMS | FUND_FORMS | INDIVIDUAL_FORMS