The dataset viewer is not available because its heuristics could not detect any supported data files. You can try uploading some data files, or configuring the data files location manually.

TRY DATA HERE

OR

UNZIPPED SAMPLE HERE

OR

CREATE DATASETS
CREATE DATASETS

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

Downloads last month
38

Models trained or fine-tuned on DenyTranDFW/SEC_10K_FSNoNDS_Zip