metadata

license: gpl
language:
  - en
tags:
  - parquet
  - securitiesandexchange
  - financial
  - balancesheet
  - incomestatement
  - cashflowstatement
  - sec.gov

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