# SequelSEC datasets Normalised financial statement data for US public companies, built from SEC EDGAR XBRL company facts. Snapshot of 2026-09-18. The live version, rebuilt daily, is at . ## Files | File | Rows | Size | |---|---:|---:| | `filing-timeliness.csv.gz` | 184,550 | 4.9 MB | | `us-public-company-fundamentals.csv.gz` | 3,346,388 | 35.5 MB | | `company-revenue-history.csv.gz` | 100,272 | 0.9 MB | | `free-cash-flow.csv.gz` | 66,636 | 0.6 MB | | `corporate-debt.csv.gz` | 58,282 | 0.4 MB | | `research-development-spending.csv.gz` | 41,471 | 0.3 MB | | `companies.csv.gz` | 5,060 | 0.1 MB | Gzipped CSV, UTF-8, header row. Join them on `cik`. ## Columns: the value files | Column | Meaning | |---|---| | `cik` | SEC Central Index Key, zero-padded. The stable company identifier. | | `ticker` | Trading symbol where one is known. Tickers change; `cik` does not. | | `metric` | Which figure this row holds. See the dictionary below. | | `fiscal_year` | The company's fiscal year, not the calendar year. | | `fiscal_period` | `Q1`-`Q4`, `FY` for a full year, `TTM` for trailing twelve months. | | `start_date` | First day covered. Empty for balance sheet items, which are a point in time. | | `end_date` | Last day covered, or the date a balance was struck. | | `value` | The figure, in `unit`. | | `unit` | `USD`, another ISO currency code for filers reporting in one, `shares`, `ratio` or `multiple`. | | `quality` | `reported` or `derived`. See below. | | `formula` | How a derived value was arrived at, e.g. `ocf - capex`. Empty when reported. | ## The `quality` column This is what makes these files different from a plain fundamentals feed, and it should not be dropped when redistributing them. - **`reported`** - the filer tagged this figure in XBRL. It came from the filing. - **`derived`** - the filer did not tag it, and it was calculated from figures they did. The `formula` column says how. Deriving is not a fallback for missing data so much as the normal case for whole categories of figure. No filer tags free cash flow, so every value of it anywhere is somebody's arithmetic. Fourth quarters are frequently published only as a cumulative full year and have to be recovered by subtracting the first three. Treating these files as "what the company filed" would be wrong about more than a third of them. Values that could not be resolved confidently are absent rather than guessed at. ## One row per company, metric and period The same figure is republished by later filings. These files carry one row per company, metric and period, from the most recent filing that reported it, so summing a column does not double-count. Where two filings disagree, the later figure is the company's own correction and is the one kept. ## Metric dictionary | Metric | Label | Unit | Statement | |---|---|---|---| | `accounts_payable` | Accounts payable | USD | Balance | | `assets` | Total assets | USD | Balance | | `capex` | Capital expenditures | USD | Cash flow | | `capex_ratio` | CapEx / revenue | ratio | Derived | | `cash` | Cash & equivalents | USD | Balance | | `cost_revenue` | Cost of revenue | USD | Income | | `current_assets` | Current assets | USD | Balance | | `current_liabilities` | Current liabilities | USD | Balance | | `current_ratio` | Current ratio | multiple | Derived | | `debt_equity` | Long-term debt / equity | multiple | Derived | | `depreciation_amortization` | Depreciation & amortization | USD | Cash flow | | `diluted_eps` | Diluted EPS | USD/shares | Income | | `diluted_shares` | Weighted-average diluted shares | shares | Income | | `dividends` | Common dividends paid | USD | Cash flow | | `effective_tax_rate` | Effective tax rate | ratio | Derived | | `equity` | Total equity incl. NCI | USD | Balance | | `exchange_rate_effect` | Effect of exchange rates on cash | USD | Cash Flow | | `fcf` | Free cash flow | USD | Derived | | `fcf_margin` | FCF margin | ratio | Derived | | `financing_cf` | Financing cash flow | USD | Cash flow | | `general_administrative` | General & administrative | USD | Income | | `goodwill` | Goodwill | USD | Balance | | `gross_margin` | Gross margin | ratio | Derived | | `gross_profit` | Gross profit | USD | Income | | `inventory` | Inventory | USD | Balance | | `investing_cf` | Investing cash flow | USD | Cash flow | | `liabilities` | Total liabilities | USD | Balance | | `long_term_debt` | Long-term debt | USD | Balance | | `net_change_cash` | Net change in cash | USD | Cash flow | | `net_income` | Net income | USD | Income | | `net_margin` | Net margin | ratio | Derived | | `ocf` | Operating cash flow | USD | Cash flow | | `operating_income` | Operating income | USD | Income | | `operating_margin` | Operating margin | ratio | Derived | | `pretax_income` | Pretax income | USD | Income | | `rd` | Research & development | USD | Income | | `rd_ratio` | R&D / revenue | ratio | Derived | | `receivables` | Accounts receivable | USD | Balance | | `repurchases` | Common share repurchases | USD | Cash flow | | `revenue` | Revenue | USD | Income | | `revenue_growth` | Revenue YoY growth | ratio | Derived | | `sbc` | Stock-based compensation | USD | Cash flow | | `sbc_ratio` | SBC / revenue | ratio | Derived | | `selling_marketing` | Selling & marketing | USD | Income | | `sga` | Selling, general & administrative | USD | Income | | `tax_expense` | Income tax expense | USD | Income | | `temporary_equity` | Temporary (mezzanine) equity | USD | Balance | ## Filing timeliness `filing-timeliness.csv.gz` is a different shape: one row per filing, with `report_date` (the period it covers), `filed` (when it reached EDGAR) and `days_to_file`. Both dates are EDGAR's own, so nothing in that file depends on any figure this pipeline worked out. ## Licence and attribution Creative Commons Attribution 4.0, . Being exact about what that covers: the underlying filings are US Securities and Exchange Commission records, which are United States government works in the public domain, and no licence here applies to them. What is licensed is the layer built on top - the period normalisation, the derived values and their formulas, the quality labelling, and the selection and arrangement of the whole. Facts are not copyrightable in the United States, so the attribution request is a request, made because credit is how work like this continues. Please cite as: > SequelSEC (2026). *SequelSEC datasets* [Data set]. https://sequelsec.com/datasets ## Caveats - Figures are normalised from filings and may contain errors. Verify anything material against the original filing, which `filing-timeliness.csv.gz` links to. - Coverage begins around 2013, when XBRL tagging became broadly usable. - Fiscal periods are the company's own. A "2024" fiscal year may end in any month. - Filers reporting in a currency other than the US dollar keep that currency. Nothing is converted. Check `unit` before aggregating across companies. - Informational only. Not investment advice, and not affiliated with or endorsed by the SEC.