Datasets:
Public Hugging Face copy:
issuer_street1,issuer_street2andissuer_phoneare removed fromofferings.
Weio Form D dataset: data dictionary
Generated by formd.py build. Source: SEC EDGAR Form D filings (public domain), from two paths that produce identical columns:
sec_quarterly_dataset: the SEC's quarterly Form D data sets (FORMDSUBMISSION, ISSUERS, OFFERING, RECIPIENTS, RELATEDPERSONS tables), 2009Q1 onward.edgar_primary_doc: the filing's ownprimary_doc.xml(edgarSubmission, Form D XML technical specification), found through the EDGAR daily form index, for days after the last quarterly set.
Format: gzip CSV, UTF-8, header row, RFC 4180 quoting. Dates are ISO (YYYY-MM-DD); amounts are whole US dollars as plain integers (blank when missing); booleans are true/false (blank when the form left it unanswered); whitespace is trimmed and runs of whitespace inside a value collapse to one space; lists are semicolon-joined. Rows are sorted by filing_date then accession_number and are unique by accession_number (if both sources have a filing, the quarterly-dataset row is kept). CIKs have no leading zeros.
Privacy: the SEC SIGNATURES table is not published. related_persons carries each person's city and state/country only; street addresses and ZIP codes of individuals are dropped. sales_compensation omits recipient addresses.
Source field names: quarterly TSV names are TABLE.COLUMN as in the SEC readme (FormD_readme.html / FormD_metadata.json inside each zip); XML names are paths under edgarSubmission.
offerings.csv.gz (one row per filing)
| Column | Meaning | Quarterly dataset field | primary_doc.xml element |
|---|---|---|---|
accession_number |
SEC accession number (NNNNNNNNNN-YY-NNNNNN), the filing's unique id. | FORMDSUBMISSION.ACCESSIONNUMBER |
daily index File Name (accession in edgar/data/{cik}/{accession}.txt) |
filing_date |
Date the filing was made with the SEC, ISO YYYY-MM-DD. | FORMDSUBMISSION.FILING_DATE (DD-MON-YYYY) |
daily index Date Filed |
form_type |
D (new notice) or D/A (amendment). | FORMDSUBMISSION.SUBMISSIONTYPE |
daily index Form Type (= submissionType) |
is_amendment |
true if the filing amends an earlier notice. | OFFERING.ISAMENDMENT |
offeringData/typeOfFiling/newOrAmendment/isAmendment |
previous_accession_number |
Accession number of the notice being amended (amendments only). | OFFERING.PREVIOUSACCESSIONNUMBER |
offeringData/typeOfFiling/newOrAmendment/previousAccessionNumber |
cik |
CIK of the primary issuer, no leading zeros. | ISSUERS.CIK (IS_PRIMARYISSUER_FLAG = YES) |
primaryIssuer/cik |
entity_name |
Primary issuer name. | ISSUERS.ENTITYNAME |
primaryIssuer/entityName |
entity_type |
Corporation, Limited Partnership, Limited Liability Company, General Partnership, Business Trust, Other. | ISSUERS.ENTITYTYPE |
primaryIssuer/entityType |
jurisdiction_of_inc |
State or country of incorporation/organization, as filed (upper case name). | ISSUERS.JURISDICTIONOFINC |
primaryIssuer/jurisdictionOfInc |
year_of_inc |
Year of incorporation when the issuer gave one (blank for 'over five years ago' or 'yet to be formed'). | ISSUERS.YEAROFINC_VALUE_ENTERED |
primaryIssuer/yearOfInc/value |
issuer_street1 |
Issuer business address, line 1 (a company address, not an individual's). | ISSUERS.STREET1 |
primaryIssuer/issuerAddress/street1 |
issuer_street2 |
Issuer business address, line 2. | ISSUERS.STREET2 |
primaryIssuer/issuerAddress/street2 |
issuer_city |
Issuer city. | ISSUERS.CITY |
primaryIssuer/issuerAddress/city |
issuer_state_or_country |
Issuer state, province or country code (two letters for US states). | ISSUERS.STATEORCOUNTRY |
primaryIssuer/issuerAddress/stateOrCountry |
issuer_zip |
Issuer ZIP / postal code. | ISSUERS.ZIPCODE |
primaryIssuer/issuerAddress/zipCode |
issuer_phone |
Issuer phone number, as filed. | ISSUERS.ISSUERPHONENUMBER |
primaryIssuer/issuerPhoneNumber |
num_co_issuers |
Number of co-issuers besides the primary issuer. | count of ISSUERS rows for the accession with IS_PRIMARYISSUER_FLAG <> YES |
count of issuerList/issuer |
industry_group |
Industry group chosen on the form (e.g. Pooled Investment Fund, Other Technology, Biotechnology). | OFFERING.INDUSTRYGROUPTYPE |
offeringData/industryGroup/industryGroupType |
investment_fund_type |
Fund type when the industry group is Pooled Investment Fund (Hedge Fund, Private Equity Fund, Venture Capital Fund, Other Investment Fund). | OFFERING.INVESTMENTFUNDTYPE |
offeringData/industryGroup/investmentFundInfo/investmentFundType |
is_40_act |
true if the fund is registered under the Investment Company Act of 1940. | OFFERING.IS40ACT |
offeringData/industryGroup/investmentFundInfo/is40Act |
revenue_range |
Issuer revenue range as chosen (operating companies), e.g. '$1 - $1,000,000', 'Decline to Disclose'. | OFFERING.REVENUERANGE |
offeringData/issuerSize/revenueRange |
aggregate_nav_range |
Aggregate net asset value range (funds). | OFFERING.AGGREGATENETASSETVALUERANGE |
offeringData/issuerSize/aggregateNetAssetValueRange |
federal_exemptions |
Securities Act exemptions claimed, semicolon-joined (e.g. 06b;3C;3C.7). | OFFERING.FEDERALEXEMPTIONS_ITEMS_LIST (comma list) |
offeringData/federalExemptionsExclusions/item |
date_of_first_sale |
Date of first sale, ISO date (blank if yet to occur). | OFFERING.SALE_DATE |
offeringData/typeOfFiling/dateOfFirstSale/value |
first_sale_yet_to_occur |
true if the first sale has not happened yet. | OFFERING.YETTOOCCUR |
offeringData/typeOfFiling/dateOfFirstSale/yetToOccur |
more_than_one_year |
true if the offering will last more than one year. | OFFERING.MORETHANONEYEAR |
offeringData/durationOfOffering/moreThanOneYear |
securities_types |
Types of securities offered, semicolon-joined labels: Equity;Debt;Option/Warrant;Security to be acquired;Pooled investment fund;Tenant-in-common;Mineral property;Other. | OFFERING.ISEQUITYTYPE, ISDEBTTYPE, ISOPTIONTOACQUIRETYPE, ISSECURITYTOBEACQUIREDTYPE, ISPOOLEDINVESTMENTFUNDTYPE, ISTENANTINCOMMONTYPE, ISMINERALPROPERTYTYPE, ISOTHERTYPE |
offeringData/typesOfSecuritiesOffered/isEquityType ... isOtherType |
securities_other_desc |
Description when 'Other' securities are offered. | OFFERING.DESCRIPTIONOFOTHERTYPE |
offeringData/typesOfSecuritiesOffered/descriptionOfOtherType |
is_business_combination |
true if the offering is part of a business combination (merger, acquisition, exchange offer). | OFFERING.ISBUSINESSCOMBINATIONTRANS |
offeringData/businessCombinationTransaction/isBusinessCombinationTransaction |
minimum_investment |
Minimum investment accepted from an outside investor, whole US dollars. | OFFERING.MINIMUMINVESTMENTACCEPTED |
offeringData/minimumInvestmentAccepted |
total_offering_amount |
Total offering amount, whole US dollars; blank when the issuer entered 'Indefinite'. | OFFERING.TOTALOFFERINGAMOUNT |
offeringData/offeringSalesAmounts/totalOfferingAmount |
total_offering_indefinite |
true if the total offering amount was 'Indefinite'. | OFFERING.TOTALOFFERINGAMOUNT = Indefinite |
offeringSalesAmounts/totalOfferingAmount = Indefinite |
total_amount_sold |
Amount sold so far, whole US dollars. | OFFERING.TOTALAMOUNTSOLD |
offeringData/offeringSalesAmounts/totalAmountSold |
total_remaining |
Amount remaining to be sold, whole US dollars; blank when 'Indefinite'. | OFFERING.TOTALREMAINING |
offeringData/offeringSalesAmounts/totalRemaining |
total_remaining_indefinite |
true if the remaining amount was 'Indefinite'. | OFFERING.TOTALREMAINING = Indefinite |
offeringSalesAmounts/totalRemaining = Indefinite |
has_non_accredited_investors |
true if securities have been or may be sold to non-accredited investors. | OFFERING.HASNONACCREDITEDINVESTORS |
offeringData/investors/hasNonAccreditedInvestors |
num_non_accredited_investors |
Number of non-accredited investors already invested. | OFFERING.NUMBERNONACCREDITEDINVESTORS |
offeringData/investors/numberNonAccreditedInvestors |
total_number_already_invested |
Total number of investors already invested. | OFFERING.TOTALNUMBERALREADYINVESTED |
offeringData/investors/totalNumberAlreadyInvested |
sales_commissions_usd |
Sales commissions, whole US dollars (may be an estimate on the form). | OFFERING.SALESCOMM_DOLLARAMOUNT |
offeringData/salesCommissionsFindersFees/salesCommissions/dollarAmount |
finders_fees_usd |
Finders' fees, whole US dollars (may be an estimate). | OFFERING.FINDERSFEE_DOLLARAMOUNT |
offeringData/salesCommissionsFindersFees/findersFees/dollarAmount |
gross_proceeds_used_usd |
Gross proceeds used or proposed to be used for payments to executive officers, directors or promoters, whole US dollars. | OFFERING.GROSSPROCEEDSUSED_DOLLARAMOUNT |
offeringData/useOfProceeds/grossProceedsUsed/dollarAmount |
num_related_persons |
Number of related persons (executive officers, directors, promoters) listed. | count of RELATEDPERSONS rows |
count of relatedPersonsList/relatedPersonInfo |
num_sales_comp_recipients |
Number of sales-compensation recipients listed. | count of RECIPIENTS rows |
count of offeringData/salesCompensationList/recipient |
filing_index_url |
Link to the filing's folder on sec.gov. | derived: https://www.sec.gov/Archives/edgar/data/{cik}/{accession without dashes}/ |
derived (same) |
source |
sec_quarterly_dataset or edgar_primary_doc: where this row came from. A filing present in both appears once, as sec_quarterly_dataset. | - | - |
related_persons.csv.gz (one row per related person per filing)
| Column | Meaning | Quarterly dataset field | primary_doc.xml element |
|---|---|---|---|
accession_number |
Filing this person belongs to (joins to offerings). | RELATEDPERSONS.ACCESSIONNUMBER |
(parent filing) |
cik |
Primary issuer CIK of the filing. | ISSUERS.CIK |
primaryIssuer/cik |
filing_date |
Filing date, ISO. | FORMDSUBMISSION.FILING_DATE |
daily index Date Filed |
first_name |
First name as filed (entities often 'N/A'). | RELATEDPERSONS.FIRSTNAME |
relatedPersonName/firstName |
middle_name |
Middle name. Caveat: in the SEC quarterly sets a person whose filing has no middle name can show the previous related person's middle name in the same filing (checked against the XML of 123 filings from 2026Q1-Q2: every difference was of that kind); edgar_primary_doc rows are exact. | RELATEDPERSONS.MIDDLENAME |
relatedPersonName/middleName |
last_name |
Last name, or the entity name when the related person is an entity. | RELATEDPERSONS.LASTNAME |
relatedPersonName/lastName |
relationships |
Roles, semicolon-joined: Executive Officer;Director;Promoter. | RELATEDPERSONS.RELATIONSHIP_1..3 |
relatedPersonRelationshipList/relationship |
relationship_clarification |
Free-text clarification of the role (e.g. title). | RELATEDPERSONS.RELATIONSHIPCLARIFICATION |
relationshipClarification |
city |
City of the person's address. | RELATEDPERSONS.CITY |
relatedPersonAddress/city |
state_or_country |
State or country code of the person's address. | RELATEDPERSONS.STATEORCOUNTRY |
relatedPersonAddress/stateOrCountry |
source |
sec_quarterly_dataset or edgar_primary_doc. | - | - |
sales_compensation.csv.gz (one row per sales-compensation recipient per filing)
| Column | Meaning | Quarterly dataset field | primary_doc.xml element |
|---|---|---|---|
accession_number |
Filing this recipient belongs to (joins to offerings). | RECIPIENTS.ACCESSIONNUMBER |
(parent filing) |
cik |
Primary issuer CIK of the filing. | ISSUERS.CIK |
primaryIssuer/cik |
filing_date |
Filing date, ISO. | FORMDSUBMISSION.FILING_DATE |
daily index Date Filed |
recipient_name |
Person or firm receiving sales compensation. | RECIPIENTS.RECIPIENTNAME |
recipient/recipientName |
recipient_crd |
Recipient CRD number (blank when 'None'). | RECIPIENTS.RECIPIENTCRDNUMBER |
recipient/recipientCRDNumber |
associated_bd_name |
Associated broker or dealer (blank when 'None'). | RECIPIENTS.ASSOCIATEDBDNAME |
recipient/associatedBDName |
associated_bd_crd |
Associated broker or dealer CRD number (blank when 'None'). | RECIPIENTS.ASSOCIATEDBDCRDNUMBER |
recipient/associatedBDCRDNumber |
states_of_solicitation |
States (or countries) where the recipient solicited, semicolon-joined; blank when all_states is true. | RECIPIENTS.STATES_OR_VALUE_LIST |
recipient/statesOfSolicitationList/state |
all_states |
true if the recipient solicited in all states. | RECIPIENTS.STATES_OR_VALUE_LIST = 'All States' |
statesOfSolicitationList/value = All States |
foreign_solicitation |
true if the recipient solicited sales in foreign countries. | RECIPIENTS.FOREIGNSOLICITATION |
recipient/foreignSolicitation |
source |
sec_quarterly_dataset or edgar_primary_doc. | - | - |
Other files
manifest.json: generation time (UTC), per-table row counts, min/max filing_date, sha256 and size of each file, source quarters, last incremental date.stats.json: filings per year, top 15 issuer states, filings by industry group, last-30-days count and total_amount_sold, first-time filings in the last 30 days.sample_last30.csv.gz: every first-time (non-amendment) filing of the last 30 days, offerings columns only.