DenyTranDFW
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README.md
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---
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license: gpl
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language:
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- en
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tags:
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- parquet
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- securitiesandexchange
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- financial
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- balancesheet
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- incomestatement
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- cashflowstatement
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- sec.gov
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---
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[TRY DATA HERE](https://www.kaggle.com/code/denytran/hugging-face-fsnonotesdatasets-starter/notebook)
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<h1>FINANCIAL STATEMENTS AND <i>NO<i> <s>NOTES</s> DATA SETS - 10-K FILINGS</h1>
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- BAKERY PRODUCTS
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- COOKIES & CRACKERS
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- RETAIL FOOD STORES
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- MEAT PACKING PLANTS
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- RETAIL EATING PLACES
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- RETAIL GROCERY STORES
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- FOOD AND KINDRED PRODUCTS
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- ICE CREAM & FROZEN DESSERTS
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- RETAIL EATING & DRINKING PLACES
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- WHOLESALE GROCERIES GENERAL LINE
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- WHOLESALE GROCERIES & RELATED PRODUCTS
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- SAUSAGES & OTHER PREPARED MEAT PRODUCTS
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- CANNED FRUITS VEG PRESERVES JAMS & JELLIES
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- CANNED FROZEN & PRESERVD FRUIT VEG & FOOD SPECIALTIES
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- MISCELLANEOUS FOOD PREPARATIONS & KINDRED PRODUCTS
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**THIS REPOSITORY WILL CONTAIN THE FOLLOWING 10-K FINANCIAL STATEMENTS:**
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[CURRENTLY, ONLY AVAILABLE UP TO 2023 WITH NO PLANS FOR UPDATES AS OF THIS TIME]
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- INCOME STATEMENT
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- CASH FLOW STATEMENT
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- BALANCE SHEET
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<br>
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<br>
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**SOURCE**:
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- THIS DATA WAS PARSED FROM THE SEC'S [FINANCIAL STATEMENTS AND NOTES DATA SETS](https://www.sec.gov/dera/data/financial-statement-and-notes-data-set.html) AS A PERSONAL PROJECT
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- IF YOU WANT THE ENTIRE DATASET (CREATED IN SQL SERVER), THE PARQUET FILES CAN BE FOUND [HERE](https://huggingface.co/datasets/DenyTranDFW/SEC-Financial-Statements-And-Notes-Dataset) ALONG WITH THE SQL SCRIPTS TO REBUILD THE DATABASE
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<br>
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<br>
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**HOW THE FOLDERS ARE STRUCTURED**:
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- \<CIK_COMPANYNAME>/\<YEAR>/\<10K_[CF | IS | BS]_CIK_ADSH_FYFYE.parquet>
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WHERE:
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- [CF | IS | BS] = STATEMENT (CASH FLOW STATEMENT, INCOME STATEMENT, BALANCE SHEET)
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- CIK = CENTRAL INDEX KEY
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- COMPANYNAME = NAME OF COMPANY
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- ADSH = ACCESSION NUMBER
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- FY & YEAR = FISCAL YEAR (YYYY)
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- 10K = ANNUAL FINANCIAL REPORT (MORE INFO [HERE](https://www.sec.gov/files/form10-k.pdf))
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- FYE = FISCAL YEAR END (MMDD)
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<br>
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<br>
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**REGARDING COMPANY NAME**:
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IF A COMPANY HAS CHANGED IT'S NAME, THE ENTIRE DIRECTORY WAS MOVED INTO THE DIRECTORY WITH THE LATEST YEAR, FOR EXAMPLE, THE CIK ID OF 0000077360 HAS:
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- 0000077360_PENTAIR_INC
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- 2010
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- 2011
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- 0000077360_PENTAIR_LTD
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- 2012
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- 2013
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- 0000077360_PENTAIR_PLC
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- 2014
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- ...
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- 20XX
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- ...
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- 2023
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THE DIRECTORY STRUCTURE WOULD THEN BECOME:
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- 0000077360_PENTAIR_PLC
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- 2014
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- ...
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- 20XX
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- ...
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- 2023
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- 0000077360_PENTAIR_INC
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- 2010
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- 2011
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- 0000077360_PENTAIR_LTD
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- 2012
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- 2013
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<br>
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<br>
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**ADDITIONAL NOTES**:
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- THERE ARE SOME FILES MISSING FROM THIS [LIST](https://huggingface.co/datasets/DenyTranDFW/SEC_10K_FSNoNDS/blob/main/10k_submissions.tsv), WHICH I WOULD NEED TO TROUBLESHOOT TO DETERMINE WHY, THOSE FILES WILL BE UPLOADED THEREAFTER.
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- IF A SINGLE STATEMENT DID NOT PROVIDE AN OUTPUT, ALL THREE WILL BE EXCLUDED UNTIL THE CAUSE IS DETERMINED
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- THE DATA WAS EXPORTED VIA A SCRIPT FROM MSSQL, USING PYTHON, WITH VERY LITTLE ERROR CHECKING, SO ASSUME ERRORS WILL BE PRESENT
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- IF YOU FIND SOME OF THESE BUGGERS, GO [HERE](https://huggingface.co/datasets/DenyTranDFW/SEC_10K_FSNoNDS_AirTS/discussions) AND LEAVE A MESSAGE
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- FORGIVE ME IF THERE ARE OUTLIERS TO THIS, AS SOME OF THE SORTING ARE DONE MANUALLY
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- WITH THAT SAID, THIS DATA SHOULD BE TREATED AS, MORE-OR-LESS, A DUMMY DATA SET
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<br>
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<br>
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**ISSUES**:
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- IF YOU FIND ANY, PLEASE [PING](https://huggingface.co/datasets/DenyTranDFW/SEC_10K_FSNoNDS_AirTS/discussions) A MESSAGE AND ISSUE
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<br>
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<br>
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