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Filings through 2026-08-31 — 16,172 rows

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  1. README.md +6 -6
README.md CHANGED
@@ -16,8 +16,8 @@ size_categories:
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  # 10-K Supply-Chain Graph
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  Customer and supplier relationships that US-listed companies name **in their own
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- SEC 10-K filings**, extracted into a directed graph. **17,039 rows
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- across 2,753 filers**, of which 3,588
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  resolve to a counterparty we also cover.
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  Every row carries the accession number of the filing it came from, so any single
@@ -77,14 +77,14 @@ edges[(edges.source_ticker == "NVDA") & (edges.relation_type == "supplier")]
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  ticker — Hon Hai resolves to `2317`, its code on the Taiwan exchange — so
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  joining it against a US-only security master will silently drop rows rather
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  than fail.
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- - **`related_name` is verbatim, and not normalised.** 12,377
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- distinct strings appear across 17,039 rows, so one company can
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  show up under several spellings ("Walmart", "Walmart Inc.", "Walmart, Inc.").
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  That is deliberate — the string is what the filing said, and normalising it in
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  place would break the audit trail back to the source document. Entity
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  resolution beyond `related_ticker` is yours to do.
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- - **The history is thin, and the date range flatters it.** 16,741
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- of the 17,039 rows come from filings in the last
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  2 years. Earlier filings are in here and reach back much
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  further, but they are a tail, not a panel: this is a current-state graph with
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  some history, not a time series you can difference.
 
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  # 10-K Supply-Chain Graph
17
 
18
  Customer and supplier relationships that US-listed companies name **in their own
19
+ SEC 10-K filings**, extracted into a directed graph. **16,172 rows
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+ across 2,659 filers**, of which 3,568
21
  resolve to a counterparty we also cover.
22
 
23
  Every row carries the accession number of the filing it came from, so any single
 
77
  ticker — Hon Hai resolves to `2317`, its code on the Taiwan exchange — so
78
  joining it against a US-only security master will silently drop rows rather
79
  than fail.
80
+ - **`related_name` is verbatim, and not normalised.** 11,623
81
+ distinct strings appear across 16,172 rows, so one company can
82
  show up under several spellings ("Walmart", "Walmart Inc.", "Walmart, Inc.").
83
  That is deliberate — the string is what the filing said, and normalising it in
84
  place would break the audit trail back to the source document. Entity
85
  resolution beyond `related_ticker` is yours to do.
86
+ - **The history is thin, and the date range flatters it.** 15,888
87
+ of the 16,172 rows come from filings in the last
88
  2 years. Earlier filings are in here and reach back much
89
  further, but they are a tail, not a panel: this is a current-state graph with
90
  some history, not a time series you can difference.