You need to agree to share your Hugging Face 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 Daily Disclosures 8K

Every material event a US-listed company reported on an SEC form 8-K since 2020, classified in a three-level taxonomy, with the sentence that supports the label.

Shape measured at the next refresh of dataset_cards/facts.json. Refreshed monthly.

Why It Matters

Corporate events had to be inferred from news text, and All-Daily-News carries no event category. Here the SEC filing is the event and the category is given: deal announcements and completions, management changes, guidance, restructurings, financing, delistings. An event study on 8-K categories, or an event-conditioned signal, reads this table directly.

One row per ticker and classified event. A filing naming two tickers appears under each; one classified under two categories appears twice. accession_number groups the rows back into their filing. The feed starts in 2020, a hard limit for anything needing a longer history; Stocks-Daily-EdgarFilings dates every 8-K back to 1993 without the classification.

Load It

pip install --upgrade pwb-toolbox
from pwb_toolbox import datasets as pwb_ds

df = pwb_ds.load_dataset("Stocks-Daily-Disclosures8K", symbols=["MSFT"])
print(df.iloc[-1, :])

Columns

Column Name Description
symbol Stock ticker the filing is attached to.
date Filing date on EDGAR.
cik Filer's SEC Central Index Key.
accession_number EDGAR accession number of the filing.
primary_category Top level of the taxonomy (strategic_transactions, operations_and_strategy, leadership, ...).
secondary_category Second level (deal_completions, material_agreements, ...).
tertiary_category Third level (asset_purchase_or_sale, partnership_or_collaboration, ...).
supporting_text The passage of the filing the classification rests on.
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

Downloads last month
30