Structured data from the U.S. SEC EDGAR system. This dataset brings together:

• Filing metadata (one row per submission)
• XBRL financial facts extracted from 10-K/10-Q and related filings
• Form 13F institutional holdings (manager submissions, cover/signature pages, summary stats, other managers, and the detailed information table)
• Insider transactions (Forms 3/4/5) with submissions, reporting owners, non-derivative & derivative transactions/holdings, footnotes, and signatures

All timestamps are UTC. Use accession_number as the stable join key across tables; cik identifies the registrant/issuer (tickers may be missing for funds/trusts or older filings). Amendments are indicated by /A in the form (e.g., 10-K/A, 13F-HR/A, 4/A).

What’s inside

Filings

• metadata — one row per filing with core submission fields (CIK, company, form, filing/report periods, acceptance time, file/film numbers, XBRL flags).

XBRL

• financial_facts — one row per XBRL fact tied to a filing, including taxonomy, concept, human-readable label, unit, value, fiscal period, and optional XBRL frame (e.g., CY2011, CY2011Q3).

Form 13F (institutional holdings)

• holdings_submission — filing header (type, dates, filer CIK/period).
• holdings_coverpage — cover-page fields (report calendar/quarter, amendment/confidential treatment, manager address, report type, file numbers).
• holdings_signature — signatory block (name, title, phone, location, signature date).
• holdings_summarypage — aggregates (other managers count, table entries, total market value, confidentiality flag).
• holdings_othermanager / holdings_othermanager2 — managers reporting for / included in the filing.
• holdings_infotable — detailed security-level positions (issuer, class, CUSIP/FIGI, value, share/principal amounts, discretion, voting authority).
  Note: as of 2023-01-03, value is reported in dollars (previously in thousands).

Insider transactions (Forms 3/4/5)

• insider_transactions_submission — filing header, issuer identifiers, and flags (e.g., 10b5-1).
• insider_transactions_reportingowner — reporting owner identities and relationships to the issuer.
• insider_transactions_nonderiv_trans / insider_transactions_nonderiv_holding — non-derivative (Table I) transactions and holdings.
• insider_transactions_deriv_trans / insider_transactions_deriv_holding — derivative (Table II) transactions and holdings.
• insider_transactions_footnotes — explanatory text referenced across tables.
• insider_transactions_owner_signature — electronic signatures for attestation.