Datasets

Available Datasets

datamule provides access to several SEC datasets:

  • FTD Data (1.3GB, ~60s to download)

    • Every FTD since 2004

    • dataset='ftd'

  • 10-Q Filings

    • Every 10-Q since 2001

    • 500MB-3GB per year, ~5 minutes to download

    • dataset='10q_2023' (replace year as needed)

  • 10-K Filings

    • Every 10-K from 2001 to September 2024

    • dataset='10k_2002' (replace year as needed)

  • 13F-HR Information Tables

    • Every 13F-HR Information Table since 2013

    • Updated to current date

    • dataset='13f_information_table'

  • MD&A Collection

    • 100,000 MD&As since 2001

    • Requires free API key (beta)

Usage Example

downloader.download_dataset(dataset='ftd')
downloader.download_dataset(dataset='10q_2023')
downloader.download_dataset(dataset='13f_information_table')

Notes

  • Bulk datasets may become out of date. Use download_dataset() + download() to fill gaps

  • The 13f_information_table dataset automatically implements gap-filling

Package Data

The package includes several useful CSV datasets:

  • company_former_names.csv: Former names of companies

  • company_metadata.csv: Metadata including SIC classification

  • company_tickers.csv: CIK, ticker, name mappings

  • sec-glossary.csv: Form types and descriptions

  • xbrl_descriptions.csv: Category fact descriptions

Usage Example

from datamule import load_package_dataset
company_tickers = pd.DataFrame(load_package_dataset('company_tickers'))

Updating Package Data

You can update the package data using:

downloader.update_company_tickers()
downloader.update_metadata()