pretty_name: Stocks Daily Text 8K
language:
- en
license: other
task_categories:
- text-classification
- time-series-forecasting
tags:
- finance
- quantitative-trading
- backtesting
- stocks
- equities
- sec-filings
- text
- daily
- 8-k
- corporate-events
size_categories:
- 1M<n<10M
extra_gated_prompt: >-
This dataset is free to browse and gated for download. Approval is tied to a
Papers With Backtest subscription, which also covers the other datasets in
this organisation and the strategy catalogue at
https://paperswithbacktest.com. Plans and what each one includes:
https://paperswithbacktest.com/pricing
Stocks Daily Text 8K
The full text of the items of every current report (form 8-K) filed since 1999 by a company with a listed ticker, one row per filing.
Shape measured at the next refresh of dataset_cards/facts.json. Refreshed monthly.
Why It Matters
The 8-K is the document a company files when something happens: a deal, a departure, a guidance change, a covenant breach, a scheduled investor day. Stocks-Daily-Disclosures8K classifies these events from 2020; this table carries the text itself back to 1999, for the papers that measure tone, extract a date or an amount, or build an event calendar the classification does not have -- the announcement of an upcoming analyst or investor day is the standing example.
Rows carry the filer's CIK and a symbol resolved from it through the tickers reference and the EDGAR index, one ticker per filer. Registrants with no listed equity at all -- private companies with public debt, trusts, subsidiaries -- and delisted names whose CIK neither reference knows are not in this copy: no strategy can hold them. Measured on the source, that is the larger part of the filers in the early years and a shrinking one since, so the coverage is of the listed market, not of EDGAR. date is the filing date, the day the text became public.
Load It
pip install --upgrade pwb-toolbox
from pwb_toolbox import datasets as pwb_ds
df = pwb_ds.load_dataset("Stocks-Daily-Text8K", symbols=["AAPL"])
print(df.iloc[-1, :])
Columns
| Column Name | Description |
|---|---|
| symbol | Ticker resolved from the filer's CIK. |
| date | Filing date on EDGAR. |
| cik | Filer's SEC Central Index Key. |
| accession_number | EDGAR accession number. |
| form_type | 8-K or 8-K/A. |
| items_text | The text of the filed items. |
| filing_url | The document on sec.gov. |
Access
Browsing the card and the schema is open to anyone. Downloading the files needs an approved request, tied to a subscription: what each plan includes. The same subscription covers every dataset in this organisation and the strategy catalogue.
Elsewhere
- The strategy catalogue
pwb-toolbox, the loader used in the snippet above- Every dataset in this organisation