Initial commit

venv/lib/python3.10/site-packages/edgar/ownership/__init__.py

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+from edgar.ownership.html_render import ownership_to_html
+from edgar.ownership.ownershipforms import (
+    Address,
+    DerivativeHolding,
+    DerivativeHoldings,
+    DerivativeTransaction,
+    DerivativeTransactions,
+    Footnotes,
+    Form3,
+    Form4,
+    Form5,
+    Issuer,
+    NonDerivativeHolding,
+    NonDerivativeHoldings,
+    NonDerivativeTransaction,
+    NonDerivativeTransactions,
+    Owner,
+    Ownership,
+    OwnerSignature,
+    PostTransactionAmounts,
+    ReportingOwners,
+    ReportingRelationship,
+    TransactionCode,
+    TransactionSummary,
+    translate_ownership,
+)

venv/lib/python3.10/site-packages/edgar/ownership/core.py

@@ -0,0 +1,198 @@
+import re
+from decimal import Decimal
+from typing import Any, Optional, Tuple, Union
+
+import numpy as np
+import pandas as pd
+from lxml import etree
+
+__all__ = ['is_numeric', 'compute_average_price', 'compute_total_value', 
+           'format_currency', 'format_amount', 'safe_numeric', 'format_numeric']
+
+
+def is_numeric(series: pd.Series) -> bool:
+    if np.issubdtype(series.dtype, np.number):
+        return True
+    try:
+        series.astype(float)
+        return True
+    except ValueError:
+        return False
+
+def compute_average_price(shares: pd.Series, price: pd.Series) -> Decimal:
+    """
+    Compute the average price of the trades
+    :param shares: The number of shares as a series
+    :param price: The price per share as a series
+    :return:
+    """
+    if is_numeric(shares) and is_numeric(price):
+        shares = pd.to_numeric(shares)
+        price = pd.to_numeric(price)
+        value = (shares * price).sum() / shares.sum()
+        return Decimal(str(value)).quantize(Decimal('0.01'))
+
+
+def compute_total_value(shares: pd.Series, price: pd.Series) -> Decimal:
+    """
+    Compute the total value of the trades
+    :param shares: The number of shares as a series
+    :param price: The price per share as a series
+    :return:
+    """
+    if is_numeric(shares) and is_numeric(price):
+        shares = pd.to_numeric(shares)
+        price = pd.to_numeric(price)
+        value = (shares * price).sum()
+        return Decimal(str(value)).quantize(Decimal('0.01'))
+
+def format_currency(amount: Union[int, float]) -> str:
+    if amount is None or np.isnan(amount):
+        return ""
+    if isinstance(amount, (int, float)):
+        return f"${amount:,.2f}"
+    return str(amount)
+
+
+def format_amount(amount: Union[int, float]) -> str:
+    if amount is None:
+        return ""
+    if isinstance(amount, (int, float)):
+        # Can it be formatted as an integer?
+        if amount == int(amount):
+            return f"{amount:,.0f}"
+        return f"{amount:,.2f}"
+    return str(amount)
+
+
+def safe_numeric(value: Any) -> Optional[Union[int, float]]:
+    """
+    Safely convert a value to a number, handling footnote references and other special cases.
+
+    Args:
+        value: The value to convert (could be string, int, float, or None)
+
+    Returns:
+        Numeric value if conversion is possible, None otherwise
+    """
+    if value is None or pd.isna(value):
+        return None
+
+    # If already a number, return as is
+    if isinstance(value, (int, float)) and not np.isnan(value):
+        return value
+
+    # Handle string cases
+    if isinstance(value, str):
+        # Remove commas, dollar signs, and whitespace
+        cleaned = value.replace(',', '').replace('$', '').strip()
+
+        # Remove footnote references like [F1], [1], etc.
+        cleaned = re.sub(r'\[\w+]', '', cleaned)
+
+        # Try numeric conversion
+        try:
+            # Check if it's an integer
+            if '.' not in cleaned:
+                return int(cleaned)
+            else:
+                return float(cleaned)
+        except (ValueError, TypeError):
+            return None
+
+    return None
+
+
+def format_numeric(value: Any, currency: bool = False, default: str = "N/A") -> str:
+    """
+    Format a potentially non-numeric value for display, handling special cases.
+
+    Args:
+        value: The value to format
+        currency: Whether to format as currency with $ symbol
+        default: Default string to return if value can't be converted to number
+
+    Returns:
+        Formatted string representation
+    """
+    number = safe_numeric(value)
+
+    if number is None:
+        # If the original value was a string with content, return it instead of default
+        if isinstance(value, str) and value.strip():
+            return value.strip()
+        return default
+
+    if currency:
+        return f"${number:,.2f}"
+    else:
+        # Format integers without decimal places
+        if isinstance(number, int) or (isinstance(number, float) and number.is_integer()):
+            return f"{int(number):,}"
+        return f"{number:,.2f}"
+
+  # Add a dedicated currency formatter
+def format_price(value: Any, default: str = "N/A") -> str:
+    """Format a price value with currency symbol"""
+    return format_numeric(value, currency=True, default=default)
+
+
+def _get_xml_value(elem: etree._Element, xpath: str, with_footnote: bool = True) -> str:
+    """Helper to safely get text from XML element with value tag and optional footnote
+
+    Args:
+        elem: XML element to search within
+        xpath: XPath expression to find target element
+        with_footnote: Whether to include footnote references in output
+
+    Returns:
+        Text value with optional footnote reference
+    """
+    # Handle both direct text elements and those with <value> wrapper
+    nodes = elem.xpath(xpath)
+    if not nodes:
+        return ''
+
+    node = nodes[0]
+
+    # Try to get text from <value> child first
+    value = node.find('value')
+    if value is not None:
+        text = value.text if value.text else ''
+    else:
+        # If no <value> tag, get direct text content
+        text = node.text if node.text else ''
+
+    # Add footnote reference if present and requested
+    if with_footnote:
+        footnote = node.find('footnoteId')
+        if footnote is not None:
+            footnote_id = footnote.get('id', '')
+            if footnote_id:
+                text = f"{text}<sup>({footnote_id})</sup>"
+
+    return text.strip()
+
+
+def _parse_name(name: str) -> Tuple[str, str, str]:
+    """Parse a full name into (last, first, middle) components"""
+    # Remove any extra whitespace
+    name = ' '.join(name.split())
+    parts = name.split(' ')
+
+    if len(parts) == 1:
+        return (parts[0], '', '')
+    elif len(parts) == 2:
+        return (parts[1], parts[0], '')
+    else:
+        return (parts[-1], parts[0], ' '.join(parts[1:-1]))
+
+def _format_xml_date(date_str: str) -> str:
+    """Format YYYY-MM-DD to MM/DD/YYYY"""
+    if not date_str:
+        return ''
+    try:
+        year, month, day = date_str.split('-')
+        return f"{month}/{day}/{year}"
+    except ValueError:
+        return date_str

venv/lib/python3.10/site-packages/edgar/ownership/html_render.py

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+# html_render.py - HTML rendering module for ownership forms
+
+import os
+import re
+from typing import TYPE_CHECKING, Any, Optional
+
+if TYPE_CHECKING:
+    from edgar.ownership.core import Ownership
+
+import pandas as pd
+from jinja2 import Environment, FileSystemLoader
+
+from edgar.ownership.core import format_numeric, format_price
+
+
+def _format_date(date_str: str) -> str:
+    if not date_str or pd.isna(date_str):
+        return "N/A"
+    try:
+        return pd.to_datetime(date_str).strftime('%m/%d/%Y')
+    except (ValueError, TypeError):
+        return str(date_str) # Return original if parsing fails
+
+def _escape_html(value: Any) -> str:
+    """Escape HTML special characters in a string."""
+    if value is None or (isinstance(value, float) and pd.isna(value)):
+        return "N/A"
+    s_val = str(value)
+    # Only escape HTML special characters (Jinja2 will handle this automatically in templates)
+    # but we still need it for our cell content preparation
+    return s_val.replace('&', '&amp;').replace('<', '&lt;').replace('>', '&gt;')
+
+def format_owner_name(owner_name: Optional[str]) -> str:
+    """Format owner name for display."""
+    if not owner_name:
+        return ""
+    return _escape_html(owner_name)
+
+def format_address(street1: Optional[str], street2: Optional[str], city: Optional[str], state: Optional[str], zip_code: Optional[str]) -> str:
+    """Format address components into a HTML address string."""
+    parts = []
+    if street1:
+        parts.append(_escape_html(street1))
+    if street2:
+        parts.append(_escape_html(street2))
+
+    city_state_zip_line_parts = []
+    if city:
+        city_state_zip_line_parts.append(_escape_html(city))
+    if state:
+        city_state_zip_line_parts.append(_escape_html(state))
+    if zip_code:
+        city_state_zip_line_parts.append(_escape_html(zip_code))
+
+    if city_state_zip_line_parts:
+        parts.append(" ".join(city_state_zip_line_parts).strip())
+
+    return "<br>".join(part for part in parts if part)
+
+
+def ownership_to_html(ownership: 'Ownership') -> str:
+    """Convert an Ownership object to HTML format matching official SEC layout.
+
+    Args:
+        ownership: Ownership object containing SEC form data
+
+    Returns:
+        HTML string representation
+    """
+    # Set up Jinja2 environment
+    template_dir = os.path.join(os.path.dirname(os.path.abspath(__file__)), 'templates')
+    env = Environment(loader=FileSystemLoader(template_dir))
+    template = env.get_template('ownership_form.html')
+
+    # Extract basic information and prepare context
+    form_type = ownership.form
+
+    # Prepare context dictionary for template rendering
+    context = {'form_type': form_type, 'html_title': f"SEC Form {form_type}", 'form_name_display': f"FORM {form_type}",
+               'form_title_display': {
+                   '3': "INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES",
+                   '4': "STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP",
+                   '5': "ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP"
+               }.get(form_type, "STATEMENT OF OWNERSHIP"),
+               'issuer_name': _escape_html(ownership.issuer.name if ownership.issuer else "N/A"),
+               'ticker': _escape_html(ownership.issuer.ticker if ownership.issuer else "N/A"),
+               'reporting_period': _format_date(ownership.reporting_period) if ownership.reporting_period else ''}
+
+    # Issuer information
+
+    # Reporting owner information
+    reporting_owner = ownership.reporting_owners.owners[0] if ownership.reporting_owners.owners else None
+    if reporting_owner:
+        context['reporting_owner_name_str'] = format_owner_name(reporting_owner.name)
+        context['reporting_owner_address_str'] = format_address(
+            reporting_owner.address.street1 if reporting_owner.address else None,
+            reporting_owner.address.street2 if reporting_owner.address else None,
+            reporting_owner.address.city if reporting_owner.address else None,
+            reporting_owner.address.state_or_country if reporting_owner.address else None,
+            reporting_owner.address.zipcode if reporting_owner.address else None
+        )
+
+        # Reporting owner relationship
+        context['is_director'] = 'X' if reporting_owner.is_director else ''
+        context['is_officer'] = 'X' if reporting_owner.is_officer else ''
+        context['is_ten_pct'] = 'X' if reporting_owner.is_ten_pct_owner else ''
+        context['is_other'] = 'X' if reporting_owner.is_other else ''
+        context['officer_title'] = _escape_html(reporting_owner.officer_title) if reporting_owner.officer_title else ''
+
+    # Remarks
+    context['remarks'] = _escape_html(ownership.remarks) if ownership.remarks else ''
+
+    # Footnotes
+    if ownership.footnotes and ownership.footnotes._footnotes:
+        footnotes_list = []
+        for footnote in ownership.footnotes._footnotes:
+            footnotes_list.append(f"<p>{_escape_html(footnote)}</p>")
+        context['footnotes_html'] = "\n".join(footnotes_list)
+    else:
+        context['footnotes_html'] = ''
+
+    # Signature
+    if ownership.signatures and ownership.signatures.signatures:
+        first_signature = ownership.signatures.signatures[0]
+        if first_signature.signature:
+            context['sig_name'] = _escape_html(first_signature.signature)
+
+        if first_signature.date:
+            if isinstance(first_signature.date, str):
+                context['sig_date'] = _escape_html(_format_date(first_signature.date))
+            else:
+                context['sig_date'] = _escape_html(str(first_signature.date))
+
+    # Process Table I - Non-Derivative Securities
+    non_deriv_rows = []
+    non_derivative_table = getattr(ownership, 'non_derivative_table', None)
+    if non_derivative_table:
+        # Form 3 - Initial holdings
+        if form_type == '3' and hasattr(non_derivative_table, 'holdings') and non_derivative_table.holdings is not None and not non_derivative_table.holdings.empty:
+            for holding_tuple in non_derivative_table.holdings.data.itertuples(index=False):
+                # Convert tuple to dictionary for easier access with default values
+                holding = {col: getattr(holding_tuple, col, '') for col in holding_tuple._fields}
+
+                # Extract values using dictionary get() with defaults
+                security_title = str(holding.get('Security', ''))
+                shares_owned = format_numeric(str(holding.get('Shares', '')))
+                direct_indirect_code = str(holding.get('DirectIndirect', ''))
+                nature_of_ownership = str(holding.get('NatureOfOwnership', ''))
+
+                # Clean footnotes from values for table display
+                security_title_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', security_title).strip()
+
+                row = [
+                    f'<td class="TableCell">{security_title_clean}</td>',
+                    f'<td class="TableCell Right">{shares_owned}</td>',
+                    f'<td class="TableCell Centered">{direct_indirect_code}</td>',
+                    f'<td class="TableCell">{nature_of_ownership}</td>'
+                ]
+                non_deriv_rows.append(row)
+
+        # Form 4/5 - Transactions
+        elif form_type in ['4', '5'] and hasattr(non_derivative_table, 'transactions') and non_derivative_table.transactions is not None and not non_derivative_table.transactions.empty:
+            for transaction_tuple in non_derivative_table.transactions.data.itertuples(index=False):
+                # Convert tuple to dictionary for easier access with default values
+                transaction = {col: getattr(transaction_tuple, col, '') for col in transaction_tuple._fields}
+
+                # Extract values using dictionary get() with defaults
+                security_title = str(transaction.get('Security', ''))
+                transaction_date = _format_date(transaction.get('Date', ''))
+                deemed_date = _format_date(transaction.get('DeemedDate', ''))
+                transaction_code = str(transaction.get('Code', ''))
+                transaction_v = str(transaction.get('V', ''))
+                shares = format_numeric(str(transaction.get('Shares', '')))
+                acquired_disposed = str(transaction.get('AcquiredDisposed', ''))
+                price = format_price(transaction.get('Price', ''))
+                owned_after_transaction = format_numeric(str(transaction.get('Remaining', '')))
+                direct_indirect_code = str(transaction.get('DirectIndirect', ''))
+                nature_of_ownership = str(transaction.get('NatureOfOwnership', ''))
+
+                # Clean footnotes from values for table display
+                security_title_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', security_title).strip()
+
+                row = [
+                    f'<td class="TableCell">{security_title_clean}</td>',
+                    f'<td class="TableCell">{transaction_date}</td>',
+                    f'<td class="TableCell">{deemed_date}</td>',
+                    f'<td class="TableCell">{transaction_code}</td>',
+                    f'<td class="TableCell">{transaction_v}</td>',
+                    f'<td class="TableCell Right">{shares}</td>',
+                    f'<td class="TableCell Centered">{acquired_disposed}</td>',
+                    f'<td class="TableCell Right">{price}</td>',
+                    f'<td class="TableCell Right">{owned_after_transaction}</td>',
+                    f'<td class="TableCell Centered">{direct_indirect_code}</td>',
+                    f'<td class="TableCell">{nature_of_ownership}</td>'
+                ]
+                non_deriv_rows.append(row)
+
+            # Process Holdings for Forms 4/5
+            if hasattr(non_derivative_table, 'holdings') and non_derivative_table.holdings is not None and not non_derivative_table.holdings.empty:
+                for holding_tuple in non_derivative_table.holdings.data.itertuples(index=False):
+                    # Convert tuple to dictionary for easier access with default values
+                    holding = {col: getattr(holding_tuple, col, '') for col in holding_tuple._fields}
+
+                    # Extract values using dictionary get() with defaults
+                    security_title = str(holding.get('Security', ''))
+                    shares_owned = format_numeric(str(holding.get('Shares', '')))
+                    direct_indirect_code = str(holding.get('DirectIndirect', ''))
+                    nature_of_ownership = str(holding.get('NatureOfOwnership', ''))
+
+                    # Clean footnotes from values for table display
+                    security_title_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', security_title).strip()
+
+                    row = [
+                        f'<td class="TableCell">{security_title_clean}</td>',
+                        '<td class="TableCell"></td>',  # Transaction Date
+                        '<td class="TableCell"></td>',  # Deemed Execution Date
+                        '<td class="TableCell"></td>',  # Transaction Code
+                        '<td class="TableCell"></td>',  # V
+                        '<td class="TableCell"></td>',  # Amount
+                        '<td class="TableCell"></td>',  # A/D
+                        '<td class="TableCell"></td>',  # Price
+                        f'<td class="TableCell Right">{shares_owned}</td>',
+                        f'<td class="TableCell Centered">{direct_indirect_code}</td>',
+                        f'<td class="TableCell">{nature_of_ownership}</td>'
+                    ]
+                    non_deriv_rows.append(row)
+
+    # Add non_deriv_rows to context
+    context['non_deriv_rows'] = non_deriv_rows
+
+    # Process Table II - Derivative Securities
+    deriv_rows = []
+    derivative_table = getattr(ownership, 'derivative_table', None)
+    if derivative_table:
+        # Form 3 - Initial derivative holdings
+        if form_type == '3' and hasattr(derivative_table, 'holdings') and derivative_table.holdings is not None and not derivative_table.holdings.empty:
+            for holding_tuple in derivative_table.holdings.data.itertuples(index=False):
+                # Convert tuple to dictionary for easier access with default values
+                holding = {col: getattr(holding_tuple, col, '') for col in holding_tuple._fields}
+
+                # Extract values using dictionary get() with defaults
+                security_title = str(holding.get('Security', ''))
+                conversion_price = format_price(holding.get('ExercisePrice', ''))
+                exercisable_date = _format_date(holding.get('ExerciseDate', ''))
+                expiration_date = _format_date(holding.get('ExpirationDate', ''))
+                exercisable_expiration = f"{exercisable_date} - {expiration_date}"
+                underlying_title = str(holding.get('Underlying', ''))
+                underlying_shares = format_numeric(holding.get('UnderlyingShares', ''))
+                title_amount_underlying = f"{underlying_title} - {underlying_shares}"
+                direct_indirect_code = holding.get('DirectIndirect', '')
+                nature_of_ownership = str(holding.get('Nature Of Ownership', ''))
+
+                # Clean footnotes from values for table display
+                security_title_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', security_title).strip()
+                exercisable_expiration_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', exercisable_expiration).strip()
+                title_amount_underlying_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', title_amount_underlying).strip()
+
+                row = [
+                    f'<td class="TableCell">{security_title_clean}</td>',
+                    f'<td class="TableCell Right">{conversion_price}</td>',
+                    '<td class="TableCell">N/A</td>',  # Transaction Date (blank for F3 initial holding)
+                    '<td class="TableCell">N/A</td>',  # Deemed Execution Date (blank for F3 initial holding)
+                    '<td class="TableCell">N/A</td>',  # Transaction Code (blank for F3 initial holding)
+                    '<td class="TableCell">N/A</td>',  # V (blank for F3 initial holding)
+                    '<td class="TableCell">N/A</td>',  # Shares in transaction (blank for F3 initial holding)
+                    '<td class="TableCell">N/A</td>',  # A/D (blank for F3 initial holding)
+                    f'<td class="TableCell">{exercisable_expiration_clean}</td>',
+                    f'<td class="TableCell">{title_amount_underlying_clean}</td>',
+                    '<td class="TableCell">N/A</td>',  # Price (blank for F3 initial holding)
+                    '<td class="TableCell">N/A</td>',  # Amount owned after transaction (blank for F3 initial holding)
+                    f'<td class="TableCell Centered">{direct_indirect_code}</td>',
+                    f'<td class="TableCell">{nature_of_ownership}</td>'
+                ]
+                deriv_rows.append(row)
+
+        # Form 4/5 - Derivative Transactions
+        elif form_type in ['4', '5'] and hasattr(derivative_table, 'transactions') and derivative_table.transactions is not None and not derivative_table.transactions.empty:
+            for transaction_tuple in derivative_table.transactions.data.itertuples(index=False):
+                # Convert tuple to dictionary for easier access with default values
+                transaction = {col: getattr(transaction_tuple, col, '') for col in transaction_tuple._fields}
+
+                # Extract values using dictionary get() with defaults
+                security_title = str(transaction.get('Security', ''))
+                conversion_price = format_price(transaction.get('ExercisePrice', ''))
+                transaction_date = _format_date(transaction.get('Date', ''))
+                deemed_date = _format_date(transaction.get('DeemedDate', ''))
+                transaction_code = str(transaction.get('Code', ''))
+                transaction_v = str(transaction.get('V', ''))
+                shares = format_numeric(str(transaction.get('Shares', '')))
+                acquired_disposed = str(transaction.get('AcquiredDisposed', ''))
+                exercisable_date = _format_date(transaction.get('ExerciseDate', ''))
+                expiration_date = _format_date(transaction.get('ExpirationDate', ''))
+                exercisable_expiration = f"{exercisable_date} - {expiration_date}"
+                underlying_title = str(transaction.get('Underlying', ''))
+                underlying_shares = format_numeric(transaction.get('UnderlyingShares', ''))
+                title_amount_underlying = f"{underlying_title} - {underlying_shares}"
+                price = format_price(transaction.get('Price', ''))
+                owned_after_transaction = format_numeric(str(transaction.get('Remaining', '')))
+                direct_indirect_code = str(transaction.get('DirectIndirect', ''))
+                nature_of_ownership = str(transaction.get('NatureOfOwnership', ''))
+
+                # Clean footnotes from values for table display
+                security_title_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', security_title).strip()
+                exercisable_expiration_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', exercisable_expiration).strip()
+                title_amount_underlying_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', title_amount_underlying).strip()
+
+                row = [
+                    f'<td class="TableCell">{security_title_clean}</td>',
+                    f'<td class="TableCell Right">{conversion_price}</td>',
+                    f'<td class="TableCell">{transaction_date}</td>',
+                    f'<td class="TableCell">{deemed_date}</td>',
+                    f'<td class="TableCell">{transaction_code}</td>',
+                    f'<td class="TableCell">{transaction_v}</td>',
+                    f'<td class="TableCell Right">{shares}</td>',
+                    f'<td class="TableCell Centered">{acquired_disposed}</td>',
+                    f'<td class="TableCell">{exercisable_expiration_clean}</td>',
+                    f'<td class="TableCell">{title_amount_underlying_clean}</td>',
+                    f'<td class="TableCell Right">{price}</td>',
+                    f'<td class="TableCell Right">{owned_after_transaction}</td>',
+                    f'<td class="TableCell Centered">{direct_indirect_code}</td>',
+                    f'<td class="TableCell">{nature_of_ownership}</td>'
+                ]
+                deriv_rows.append(row)
+
+            # Process Holdings for Forms 4/5
+            if hasattr(derivative_table, 'holdings') and derivative_table.holdings:
+                for holding_tuple in derivative_table.holdings.data.itertuples(index=False):
+                    # Convert tuple to dictionary for easier access with default values
+                    holding = {col: getattr(holding_tuple, col, '') for col in holding_tuple._fields}
+
+                    # Extract values using dictionary get() with defaults
+                    security_title = str(holding.get('Security', ''))
+                    conversion_price = format_price(holding.get('ExercisePrice', ''))
+                    exercisable_date = _format_date(holding.get('ExerciseDate', ''))
+                    expiration_date = _format_date(holding.get('ExpirationDate', ''))
+                    exercisable_expiration = f"{exercisable_date} - {expiration_date}"
+                    underlying_title = str(holding.get('Underlying', ''))
+                    underlying_shares = format_numeric(holding.get('UnderlyingShares', ''))
+                    title_amount_underlying = f"{underlying_title} - {underlying_shares}"
+                    owned_after_transaction = format_numeric(holding.get('Remaining', ''))
+                    direct_indirect_code = holding.get('DirectIndirect', '')
+                    nature_of_ownership = str(holding.get('NatureOfOwnership', ''))
+
+                    # Clean footnotes from values for table display
+                    security_title_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', security_title).strip()
+                    exercisable_expiration_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', exercisable_expiration).strip()
+                    title_amount_underlying_clean = re.sub(r'<[Ss][Uu][Pp]>.*?</[Ss][Uu][Pp]>', '', title_amount_underlying).strip()
+
+                    row = [
+                        f'<td class="TableCell">{security_title_clean}</td>',
+                        f'<td class="TableCell Right">{conversion_price}</td>',
+                        '<td class="TableCell"></td>',  # Transaction Date
+                        '<td class="TableCell"></td>',  # Deemed Execution Date
+                        '<td class="TableCell"></td>',  # Transaction Code
+                        '<td class="TableCell"></td>',  # V
+                        '<td class="TableCell"></td>',  # Shares in transaction
+                        '<td class="TableCell"></td>',  # A/D
+                        f'<td class="TableCell">{exercisable_expiration_clean}</td>',
+                        f'<td class="TableCell">{title_amount_underlying_clean}</td>',
+                        '<td class="TableCell"></td>',  # Price
+                        f'<td class="TableCell Right">{owned_after_transaction}</td>',
+                        f'<td class="TableCell Centered">{direct_indirect_code}</td>',
+                        f'<td class="TableCell">{nature_of_ownership}</td>'
+                    ]
+                    deriv_rows.append(row)
+    # Add deriv_rows to context
+    context['deriv_rows'] = deriv_rows
+
+    # Render the template with the context
+    return template.render(**context)
+
+def _parse_name(name: str):
+    """Parse a full name into (last, first, middle) components"""
+    if not name:
+        return '', '', ''
+
+    # Check for comma format: "Last, First Middle"
+    if ',' in name:
+        last, rest = name.split(',', 1)
+        parts = rest.strip().split()
+        first = parts[0] if parts else ''
+        middle = ' '.join(parts[1:]) if len(parts) > 1 else ''
+    else:
+        # Assume format "First Middle Last"
+        parts = name.split()
+        last = parts[-1] if parts else ''
+        first = parts[0] if parts else ''
+        middle = ' '.join(parts[1:-1]) if len(parts) > 1 else ''
+
+    return last.strip(), first.strip(), middle.strip()

venv/lib/python3.10/site-packages/edgar/ownership/templates/base.html

@@ -0,0 +1,35 @@
+<!doctype html public "-//w3c//dtd xhtml">
+<html>
+<head>
+    <title>{{ html_title }}</title>
+    <style>
+        body {font-family: Arial, sans-serif; margin: 20px; font-size: 9pt; color: #000;}
+        table {border-collapse: collapse; width: 100%;}
+        th, td {border: 1px solid #777; padding: 3px; text-align: left; vertical-align: top; font-size:8pt;}
+        th {background-color: #f0f0f0; font-weight: bold; text-align:center;}
+        .TableCell {font-size:8pt;}
+        .Centered {text-align: center;}
+        .Right {text-align: right;}
+        .Bold {font-weight: bold;}
+        .SmallText {font-size: 7pt;}
+        .FormTitle {font-size: 12pt; font-weight: bold; text-align: center; margin-bottom: 5px;}
+        .Header {font-size: 10pt; font-weight: bold; text-align: center; margin-bottom: 5px;}
+        .SubHeader {font-size: 9pt; text-align: center; margin-bottom: 15px;}
+        .SectionHeader {font-size: 10pt; font-weight: bold; margin-top: 10px; margin-bottom: 5px;}
+        .IssuerInfo, .ReportingOwnerInfo {border: 1px solid #000; padding: 5px; margin-bottom:10px; width: 48%; display:inline-block; vertical-align:top;}
+        .InfoBoxTable td {border:none; font-size:8pt; padding:1px;}
+        .Footnotes {margin-top: 20px; font-size: 8pt;}
+        .FootnoteList {list-style-type: none; padding-left: 0;}
+        .FootnoteList li {margin-bottom: 3px;}
+        .SignatureBlock {margin-top:30px; font-size:9pt;}
+        .SignatureBlock .SignatureDate {float:right;}
+        .Remarks {margin-top:15px; font-size:9pt;}
+        .RemarkText {margin-left:10px; font-size:8pt;}
+        .Checkbox {display: inline-block; width: 12px; height: 12px; border: 1px solid #000; text-align: center; line-height: 12px;}
+        .NoBorder, .NoBorder td, .NoBorder th {border: none;}
+    </style>
+</head>
+<body>
+    {% block content %}{% endblock %}
+</body>
+</html>

venv/lib/python3.10/site-packages/edgar/ownership/templates/ownership_form.html

@@ -0,0 +1,234 @@
+{% extends "base.html" %}
+
+{% block content %}
+<!-- OMB Header -->
+<div class="SmallText Right">
+    OMB APPROVAL<br>
+    OMB Number: 3235-0287<br>
+    Estimated average burden<br>
+    hours per response: 0.5
+</div>
+
+<div class="FormTitle">{{ form_name_display }}</div>
+<div class="SubHeader">Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). <span class="Checkbox"></span></div>
+
+<div class="Header">UNITED STATES SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549</div>
+<div class="Header">{{ form_title_display }}</div>
+<div class="SmallText Centered" style="margin-bottom:10px;">Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934<br>or Section 30(h) of the Investment Company Act of 1940</div>
+
+<table class="NoBorder" style="margin-bottom:10px;">
+    <tr>
+        <td style="width:60%; vertical-align:top;">
+            <div><span class="Bold">1. Name and Address of Reporting Person*</span></div>
+            <div style="margin-left:10px; margin-top:2px;">
+                {{ reporting_owner_name_str }}<br>
+                {{ reporting_owner_address_str|safe }}
+            </div>
+            
+            <div style="margin-top:5px;"><span class="Bold">1a. IRS/SSN Identification Number of Reporting Person</span></div>
+            <div style="margin-left:10px; margin-top:2px;">&nbsp;</div>
+        </td>
+        <td style="width:40%; vertical-align:top;">
+            <div><span class="Bold">2. Issuer Name and Ticker or Trading Symbol</span></div>
+            <div style="margin-left:10px; margin-top:2px;">{{ issuer_name }} [{{ ticker }}]</div>
+            
+            <div style="margin-top:5px;"><span class="Bold">3. Date of Earliest Transaction (Month/Day/Year)</span></div>
+            <div style="margin-left:10px; margin-top:2px;">{{ reporting_period }}</div>
+
+            <div style="margin-top:5px;"><span class="Bold">4. If Amendment, Date of Original Filed (Month/Day/Year)</span></div>
+             <div style="margin-left:10px; margin-top:2px;">&nbsp;</div>
+        </td>
+    </tr>
+    <tr>
+        <td colspan="2" style="padding-top:5px;">
+            <span class="Bold">5. Relationship of Reporting Person(s) to Issuer</span><br>
+            <span class="SmallText">(Check all applicable)</span>
+            <div style="margin-left:10px; margin-top:2px;">
+                <span class="Checkbox">{% if is_director %}X{% else %}&nbsp;{% endif %}</span> Director 
+                &nbsp;&nbsp; <span class="Checkbox">{% if is_officer %}X{% else %}&nbsp;{% endif %}</span> Officer (give title below) 
+                &nbsp;&nbsp; <span class="Checkbox">{% if is_ten_pct_owner %}X{% else %}&nbsp;{% endif %}</span> 10% Owner <br>
+                <span class="Checkbox">{% if is_other %}X{% else %}&nbsp;{% endif %}</span> Other (specify below)
+                <div style="margin-left:25px; margin-top:2px; font-size:7pt;">{{ officer_title }}</div>
+                <div style="margin-left:25px; margin-top:2px; font-size:7pt;">{{ relationship_str }}</div>
+            </div>
+        </td>
+    </tr>
+    <tr>
+        <td colspan="2" style="padding-top:5px;">
+            <span class="Bold">6. Individual or Joint/Group Filing (Check Applicable Line)</span>
+            <div style="margin-left:10px; margin-top:2px;">
+                <span class="Checkbox">{% if is_individual_filing %}X{% else %}&nbsp;{% endif %}</span> Form filed by One Reporting Person<br>
+                <span class="Checkbox">{% if is_joint_filing %}X{% else %}&nbsp;{% endif %}</span> Form filed by More than One Reporting Person
+            </div>
+        </td>
+    </tr>
+</table>
+
+<!-- Table I - Non-Derivative Securities -->
+<h4 class="SectionHeader" style="text-align:center;">
+    Table I - Non-Derivative Securities {% if form_type == '3' %}Beneficially Owned{% else %}Acquired, Disposed of, or Beneficially Owned{% endif %}
+</h4>
+
+<table class="ReportTable">
+    <thead>
+        {% if form_type == '3' %}
+        <!-- Form 3 Table I Header -->
+        <tr>
+            <th>1. Title of Security (Instr. 3)</th>
+            <th>2. Amount of Securities Beneficially Owned (Instr. 4)</th>
+            <th>3. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)</th>
+            <th>4. Nature of Indirect Beneficial Ownership (Instr. 4)</th>
+        </tr>
+        {% else %}
+        <!-- Forms 4 & 5 Table I Header -->
+        <tr>
+            <th rowspan="2">1. Title of Security (Instr. 3)</th>
+            <th rowspan="2">2. Transaction Date (Month/Day/Year)</th>
+            <th rowspan="2">2A. Deemed Execution Date, if any (Month/Day/Year)</th>
+            <th colspan="2">3. Transaction Code (Instr. 8)</th>
+            <th colspan="3">4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)</th>
+            <th rowspan="2">5. Amount of Securities Beneficially<br/>Owned Following Reported Transaction(s)<br/>(Instr. 3 and 4)</th>
+            <th rowspan="2">6. Ownership Form: Direct (D) or Indirect (I) <br/>(Instr. 4)</th>
+            <th rowspan="2">7. Nature of Indirect Beneficial Ownership <br/>(Instr. 4)</th>
+        </tr>
+        <tr>
+            <th>Code</th>
+            <th>V</th>
+            <th>Amount</th>
+            <th>(A) or (D)</th>
+            <th>Price</th>
+        </tr>
+        {% endif %}
+    </thead>
+    <tbody>
+        {% if non_deriv_rows %}
+            {% for row in non_deriv_rows %}
+                <tr>
+                    {% for cell in row %}
+                    {{ cell|safe }}
+                    {% endfor %}
+                </tr>
+            {% endfor %}
+        {% else %}
+            <tr>
+                <td colspan="{% if form_type == '3' %}4{% else %}11{% endif %}" class="Centered">No non-derivative securities reported</td>
+            </tr>
+        {% endif %}
+    </tbody>
+</table>
+
+<!-- Table II - Derivative Securities -->
+<h4 class="SectionHeader" style="text-align:center; margin-top:20px;">
+    {% if form_type == '3' %}
+    Table II - Derivative Securities Beneficially Owned
+    {% else %}
+    Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
+    {% endif %}
+    <br>
+    <span style="font-weight:normal; font-size:8pt;">(e.g., puts, calls, warrants, options, convertible securities)</span>
+</h4>
+
+<table class="ReportTable">
+    <thead>
+        {% if form_type == '3' %}
+        <!-- Form 3 Table II Header -->
+        <tr>
+            <th>1. Title of Derivative Security (Instr. 5)</th>
+            <th>2. Date Exercisable and Expiration Date (Month/Day/Year)</th>
+            <th>3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)</th>
+            <th>4. Conversion or Exercise Price of Derivative Security</th>
+            <th>5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)</th>
+            <th>6. Nature of Indirect Beneficial Ownership (Instr. 5)</th>
+        </tr>
+        {% else %}
+        <!-- Forms 4 & 5 Table II Header -->
+        <tr>
+            <th rowspan="2">1. Title of Derivative Security (Instr. 5)</th>
+            <th rowspan="2">2. Conversion or Exercise Price of Derivative Security</th>
+            <th rowspan="2">3. Transaction Date (Month/Day/Year)</th>
+            <th rowspan="2">3A. Deemed Execution Date, if any (Month/Day/Year)</th>
+            <th colspan="2">4. Transaction Code (Instr. 8)</th>
+            <th colspan="2">5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)</th>
+            <th rowspan="2">6. Date Exercisable and Expiration Date (Month/Day/Year)</th>
+            <th rowspan="2">7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)</th>
+            <th rowspan="2">8. Price of Derivative Security</th>
+            <th rowspan="2">9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)</th>
+            <th rowspan="2">10. Ownership Form of Derivative Security: Direct (D) or Indirect (I) (Instr. 4)</th>
+            <th rowspan="2">11. Nature of Indirect Beneficial Ownership (Instr. 5)</th>
+        </tr>
+        <tr>
+            <th>Code</th>
+            <th>V</th>
+            <th>Amount or Number of Shares</th>
+            <th>(A) or (D)</th>
+        </tr>
+        {% endif %}
+    </thead>
+    <tbody>
+        {% if deriv_rows %}
+            {% for row in deriv_rows %}
+                <tr>
+                    {% for cell in row %}
+                    {{ cell|safe }}
+                    {% endfor %}
+                </tr>
+            {% endfor %}
+        {% else %}
+            <tr>
+                <td colspan="{% if form_type == '3' %}6{% else %}16{% endif %}" class="Centered">No derivative securities reported</td>
+            </tr>
+        {% endif %}
+    </tbody>
+</table>
+
+<!-- Remarks Section -->
+{% if remarks %}
+<div class="Remarks">
+    <span class="Bold">Remarks:</span><br>
+    <div class="RemarkText">{{ remarks }}</div>
+</div>
+{% endif %}
+
+<!-- Footnotes Section -->
+{% if footnotes %}
+<div class="Footnotes">
+    <h4 class="SectionHeader">Explanation of Responses:</h4>
+    <div class="FootnoteList">
+        {% for footnote in footnotes %}
+        <li><span class="Bold">{{ footnote.id }}:</span> {{ footnote.text }}</li>
+        {% endfor %}
+    </div>
+</div>
+{% endif %}
+
+<!-- Signature Section -->
+<div class="SignatureBlock">
+    <table style="width:auto; border:none;">
+        <tr>
+            {% if sig_name %}
+            <td style="padding-right:30px;">
+                <div class="SmallText">** Signature of Reporting Person</div>
+                <div>/s/ {{ sig_name }}</div>
+            </td>
+            {% else %}
+            <td></td>
+            {% endif %}
+            
+            {% if sig_date %}
+            <td>
+                <div class="SmallText">Date</div>
+                <div>{{ sig_date }}</div>
+            </td>
+            {% else %}
+            <td></td>
+            {% endif %}
+        </tr>
+    </table>
+</div>
+
+<!-- Disclaimer and OMB Notice -->
+<div style="margin-top:10px; font-size:7pt; font-style:italic;">
+    Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.<br>
+    Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
+</div>
+{% endblock %}