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FINANCIAL STATEMENTS AND NO NOTES DATA SETS - 10-K FILINGS

SECTIONED BY STANDARD INDUSTRIAL CLASSIFICATION

  • INDUSTRIAL_APPLICATIONS_AND_SERVICES
  • OFFICE_OF_CRYPTO_ASSETS
  • OFFICE_OF_ENERGY_AND_TRANSPORTATION
  • OFFICE_OF_FINANCE
  • OFFICE_OF_FINANCE_OR_OFFICE_OF_CRYPTO_ASSETS
  • OFFICE_OF_LIFE_SCIENCES
  • OFFICE_OF_MANUFACTURING
  • OFFICE_OF_REAL_ESTATE_AND_CONSTRUCTION
  • OFFICE_OF_TECHNOLOGY
  • OFFICE_OF_TRADE_AND_SERVICES

THIS REPOSITORY WILL CONTAIN THE FOLLOWING 10-K FINANCIAL STATEMENTS:
[CURRENTLY, ONLY AVAILABLE UP TO 2023 WITH NO PLANS FOR UPDATES AS OF THIS TIME]

  • INCOME STATEMENT
  • CASH FLOW STATEMENT
  • BALANCE SHEET

SOURCE:

  • THIS DATA WAS PARSED FROM THE SEC'S FINANCIAL STATEMENTS AND NOTES DATA SETS AS A PERSONAL PROJECT
  • IF YOU WANT THE ENTIRE DATASET (CREATED IN SQL SERVER), THE PARQUET FILES CAN BE FOUND HERE ALONG WITH THE SQL SCRIPTS TO REBUILD THE DATABASE

HOW THE FOLDERS ARE STRUCTURED:

  • <CIK_COMPANYNAME>/<YEAR>/<10K_[CF | IS | BS]_CIK_ADSH_FYFYE.parquet>
    WHERE:
    • [CF | IS | BS] = STATEMENT (CASH FLOW STATEMENT, INCOME STATEMENT, BALANCE SHEET)
    • CIK = CENTRAL INDEX KEY
    • COMPANYNAME = NAME OF COMPANY
    • ADSH = ACCESSION NUMBER
    • FY & YEAR = FISCAL YEAR (YYYY)
    • 10K = ANNUAL FINANCIAL REPORT (MORE INFO HERE)
    • FYE = FISCAL YEAR END (MMDD)

REGARDING COMPANY NAME:
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:

  • 0000077360_PENTAIR_INC
    • 2010
    • 2011
  • 0000077360_PENTAIR_LTD
    • 2012
    • 2013
  • 0000077360_PENTAIR_PLC
    • 2014
    • ...
    • 20XX
    • ...
    • 2023

THE DIRECTORY STRUCTURE WOULD THEN BECOME:

  • 0000077360_PENTAIR_PLC
    • 2014
    • ...
    • 20XX
    • ...
    • 2023
    • 0000077360_PENTAIR_INC
      • 2010
      • 2011
    • 0000077360_PENTAIR_LTD
      • 2012
      • 2013

ADDITIONAL NOTES:

  • THERE ARE SOME FILES MISSING FROM THIS, WHICH I WOULD NEED TO TROUBLESHOOT TO DETERMINE WHY (THOSE FILES WILL BE UPLOADED AT A LATER TIME).
  • IF A SINGLE STATEMENT DID NOT PROVIDE AN OUTPUT, ALL THREE WILL BE EXCLUDED UNTIL THE CAUSE IS DETERMINED
  • THE DATA WAS EXPORTED VIA A SCRIPT FROM MSSQL, USING PYTHON, WITH VERY LITTLE ERROR CHECKING, SO ASSUME ERRORS WILL BE PRESENT
  • FORGIVE ME IF THERE ARE OUTLIERS TO THIS, AS SOME OF THE SORTING ARE DONE MANUALLY
  • WITH THAT SAID, THIS DATA SHOULD BE TREATED AS, MORE-OR-LESS, A DUMMY DATA SET

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