You need to agree to share your contact information to access this dataset
This repository is publicly accessible, but you have to accept the conditions to access its files and content.
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
Log in or Sign Up to review the conditions and access this dataset content.
Stocks Yearly Sections 10K
The text of every section of every annual report (form 10-K) filed since 2001 by a company with a listed ticker, one row per filing and section.
Shape measured at the next refresh of dataset_cards/facts.json. Refreshed monthly.
Why It Matters
Three families of papers read the 10-K and could not be replicated without it: the tone and readability of the management discussion (Loughran-McDonald word lists, Fog index, length), the year-over-year change in the document as a signal that something moved, and the text-based measures of a firm's exposures -- product similarity to peers, foreign-sales mentions, named risks. Stocks-Daily-EdgarFilings dates the filing; this table holds what it says. section names the part of the form (business, risk factors, MD&A, ...) so a paper reads only the part it studies.
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-Yearly-Sections10K", 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. |
| section | The part of the 10-K the text comes from. |
| period_end | Fiscal period the report covers. |
| text | The section's text. |
| 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
- Downloads last month
- 52