Abstract

This dataset is a mirror of the Financial Statement and Notes Data Set (https://www.sec.gov/dera/data/financial-statement-and-notes-data-set.html) hosted by the SEC and is updated monthly.

Methodology

From this page:

%3E The Financial Statement and Notes Data Sets provide the text and detailed numeric information from all financial statements and their notes. This data is extracted from exhibits to corporate financial reports filed with the Commission using eXtensible Business Reporting Language (XBRL). As compared to the more compact Financial Statement Data Sets which provide only the numeric information from face financials, the Financial Statement and Notes Data Sets provide significantly more disclosure data. The information is presented without change from the "as filed" financial reports submitted by each registrant. The data is presented in a flattened format to help users analyze and compare corporate disclosure information over time and across registrants. The data sets also contain additional fields such as a company's Standard Industrial Classification to facilitate the data's use.

%3E DISCLAIMER: The Financial Statement and Notes Data Sets contain information derived from structured data filed with the Commission by individual registrants as well as Commission-generated filing identifiers. Because the data sets are derived from information provided by individual registrants, we cannot guarantee the accuracy of the data sets. In addition, it is possible inaccuracies or other errors were introduced into the data sets during the process of extracting the data and compiling the data sets. Finally, the data sets do not reflect all available information, including certain metadata associated with Commission filings. The data sets are intended to assist the public in analyzing data contained in Commission filings; however, they are not a substitute for such filings. Investors should review the full Commission filings before making any investment decision.

Once a month, the second-to-latest dump of data (ex: August 2022 dump is downloaded in October 2022) is downloaded from the page and then the tables are extracted and appended to the existing ones in this Redivis dataset.

Usage

Please refer to this documentation file created by the SEC, which provides documentation of scope, organization, file formats and table definitions.