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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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OR |
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[UNZIPPED SAMPLE HERE](https://huggingface.co/datasets/DenyTranDFW/SEC_10K_FSNoNDS_Eat) |
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OR |
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[CREATE DATASETS](https://www.kaggle.com/code/denytran/tabular-financial-data-generator) |
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<h1>FINANCIAL STATEMENTS AND <i>NO<i> <s>NOTES</s> DATA SETS - 10-K FILINGS</h1> |
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SECTIONED BY [STANDARD INDUSTRIAL CLASSIFICATION](https://www.sec.gov/search-filings/standard-industrial-classification-sic-code-list) |
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- INDUSTRIAL_APPLICATIONS_AND_SERVICES |
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- OFFICE_OF_CRYPTO_ASSETS |
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- OFFICE_OF_ENERGY_AND_TRANSPORTATION |
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- OFFICE_OF_FINANCE |
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- OFFICE_OF_FINANCE_OR_OFFICE_OF_CRYPTO_ASSETS |
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- OFFICE_OF_LIFE_SCIENCES |
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- OFFICE_OF_MANUFACTURING |
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- OFFICE_OF_REAL_ESTATE_AND_CONSTRUCTION |
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- OFFICE_OF_TECHNOLOGY |
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- OFFICE_OF_TRADE_AND_SERVICES |
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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, WHICH I WOULD NEED TO TROUBLESHOOT TO DETERMINE WHY (THOSE FILES WILL BE UPLOADED AT A LATER TIME). |
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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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- 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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