Datasets:

ttchopper
/

openfundex

cik int64	ticker large_string	company_name large_string	adsh large_string	sic int32	fiscal_year int64	fiscal_quarter large_string	filing_date date32	period_end_date date32	total_assets float64	current_assets float64	cash_and_equivalents float64	short_term_investments float64	accounts_receivable float64	inventory float64	property_plant_equipment float64	goodwill float64	intangible_assets float64	total_liabilities float64	current_liabilities float64	accounts_payable float64	long_term_debt float64	total_debt float64	stockholders_equity float64	retained_earnings float64	revenue float64	cost_of_revenue float64	gross_profit float64	operating_income float64	net_income float64	eps_basic float64	eps_diluted float64	interest_expense float64	income_tax_expense float64	depreciation_amortization float64	research_development float64	sga_expense float64	operating_cash_flow float64	capex float64	dividends_paid float64	shares_outstanding float64	free_cash_flow float64	book_value_per_share float64	gross_margin float64	operating_margin float64	net_margin float64	roe float64	roa float64	debt_to_equity float64	current_ratio float64	f_roa int8	f_cfo int8	f_delta_roa int8	f_accrual int8	f_delta_lever int8	f_delta_liquid int8	f_equity int8	f_delta_margin int8	f_delta_turn int8	f_score int8	z_prime_score float64	z_prime_zone large_string	is_distressed bool	beneish_coverage int8	graham_number float64	ncav_per_share float64	tangible_book_value_per_share float64	net_working_capital_per_share float64	graham_defensive_score int8	cash_conversion_ratio float64	accrual_ratio float64	free_cash_flow_margin float64	composite_quality_score float64	is_financial bool	qa_impossible_value bool	qa_temporal_anomaly bool	qa_pass bool	source_file large_string	parse_timestamp timestamp[us]	enrichment_timestamp timestamp[us]	is_bankrupt bool	bankruptcy_date date32	bankruptcy_chapter large_string	target_bvps_growth_1y float64	target_equity_growth_1y float64	target_earnings_growth_1y float64	target_revenue_growth_1y float64	target_ocf_growth_1y float64	target_fcf_growth_1y float64	target_roe_fwd_1y float64	target_margin_expansion_1y float64	target_roa_improved_1y bool	target_fundamentals_improved_1y bool	target_value_created_1y bool	target_survived_1y bool	target_bankrupt_1y bool	target_bvps_growth_2y float64	target_equity_growth_2y float64	target_earnings_growth_2y float64	target_revenue_growth_2y float64	target_ocf_growth_2y float64	target_fcf_growth_2y float64	target_survived_2y bool	target_bankrupt_2y bool	target_bvps_growth_1y_rank float64	target_equity_growth_1y_rank float64	target_earnings_growth_1y_rank float64	target_revenue_growth_1y_rank float64	target_ocf_growth_1y_rank float64	target_fcf_growth_1y_rank float64	target_roe_fwd_1y_rank float64	target_margin_expansion_1y_rank float64	target_bvps_growth_2y_rank float64	target_equity_growth_2y_rank float64	target_earnings_growth_2y_rank float64	target_revenue_growth_2y_rank float64	target_ocf_growth_2y_rank float64	target_fcf_growth_2y_rank float64	label_timestamp timestamp[us]	split large_string
929,887	null	APOLLO GROUP INC	0000950123-10-000976	8,200	2,010	Q1	2010-01-07	2009-11-30	3,265,034,000	1,857,002,000	905,262,000	null	340,973,000	null	577,453,000	527,177,000	198,020,000	1,749,460,000	1,461,397,000	74,809,000	null	null	1,450,281,000	3,435,185,000	1,270,301,000	null	null	392,895,000	240,142,000	1.55	1.54	2,911,000	149,918,000	32,303,000	null	72,427,000	405,230,000	37,574,000	null	154,824	367,656,000	9,367.288017	null	0.309293	0.189043	0.165583	0.07355	null	1.270703	1	1	null	1	null	null	null	null	null	null	4.375127	safe	false	1	571.562918	694.608071	4,683.279078	2,555.191702	null	1.68746	-0.050562	0.289424	0.648224	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	-0.999014	-0.093279	-1.266667	-0.174504	null	null	-0.048698	-0.331264	false	false	false	true	false	-0.999075	-0.251524	-0.733982	-0.236754	null	null	true	false	0.020958	0.07783	0.028037	0.024938	null	null	0.049412	0.007067	0.0375	0.074341	0.092857	0.046036	null	null	2026-05-15T00:50:06.954000	train
885,639	KSS	KOHLS CORPORATION	0001193125-10-061795	5,311	2,009	FY	2010-03-19	2010-01-31	13,160,000,000	5,485,000,000	2,267,000,000	null	null	2,923,000,000	7,018,000,000	null	null	null	2,390,000,000	1,188,000,000	null	null	7,853,000,000	8,439,000,000	17,178,000,000	10,680,000,000	6,498,000,000	1,712,000,000	991,000,000	3.25	3.23	134,000,000	597,000,000	590,000,000	null	4,144,000,000	2,234,000,000	666,000,000	null	null	1,568,000,000	null	0.378275	0.099662	0.05769	0.126194	0.075304	null	2.294979	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	2.254289	-0.094453	0.09128	0.131909	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	null	null	null	null	null	null	null	null	null	null	false	false	null	-0.171272	0.177598	0.094656	-0.040734	-0.22449	true	false	null	null	null	null	null	null	null	null	null	0.110312	0.395238	0.342711	0.3125	0.375	2026-05-15T00:50:06.954000	train
1,133,421	NOC	NORTHROP GRUMMAN CORP /DE/	0000950123-10-010126	3,812	2,009	FY	2010-02-09	2009-12-31	30,252,000,000	8,635,000,000	3,275,000,000	null	null	null	4,868,000,000	13,517,000,000	873,000,000	17,565,000,000	6,985,000,000	1,921,000,000	null	null	12,687,000,000	6,737,000,000	33,755,000,000	16,591,000,000	null	2,483,000,000	1,686,000,000	5.28	5.21	null	693,000,000	585,000,000	null	3,142,000,000	2,133,000,000	654,000,000	539,000,000	306,865,201	1,479,000,000	41.343886	null	0.073559	0.049948	0.132892	0.055732	null	1.23622	1	1	null	1	null	null	null	null	null	null	1.899668	grey	false	1	70.083191	-29.100726	-5.549668	5.376954	null	1.265125	-0.014776	0.043816	-0.243429	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.127	0.068574	0.217675	0.029684	0.150023	0.137931	0.151435	0.014768	true	true	true	true	false	-0.015317	-0.185308	0.256228	-0.217538	-0.008439	0.100068	true	false	0.658683	0.436321	0.521028	0.309227	0.651558	0.651007	0.656471	0.565371	0.259375	0.098321	0.445238	0.056266	0.35	0.579545	2026-05-15T00:50:06.954000	train
1,056,239	null	L 3 COMMUNICATIONS HOLDINGS INC	0000950123-10-017377	3,663	2,009	FY	2010-02-26	2009-12-31	14,813,000,000	5,151,000,000	1,016,000,000	null	1,149,000,000	null	854,000,000	8,190,000,000	377,000,000	8,153,000,000	2,482,000,000	464,000,000	4,112,000,000	4,112,000,000	6,567,000,000	4,108,000,000	15,615,000,000	13,959,000,000	null	1,656,000,000	901,000,000	7.65	7.61	279,000,000	475,000,000	158,000,000	null	null	1,407,000,000	186,000,000	165,000,000	116,800,000	1,221,000,000	56.224315	null	0.106052	0.057701	0.137201	0.060825	0.626161	2.075342	1	1	null	1	null	null	null	null	null	null	2.101546	grey	false	1	98.374846	-25.702055	-17.123288	22.851027	null	1.561598	-0.034159	0.078194	-0.091688	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.052527	0.029998	-0.702553	-2.004163	0.03838	0.048321	0.039622	null	false	false	true	true	false	0.130359	0.010355	0.061043	-0.028562	0.054726	0.058149	true	false	0.392216	0.285377	0.060748	0.002494	0.495751	0.573826	0.167059	null	0.490625	0.285372	0.307143	0.143223	0.415625	0.564394	2026-05-15T00:50:06.954000	train
1,116,132	TPR	COACH INC	0001144204-10-005154	3,100	2,010	Q2	2010-02-03	2009-12-31	2,869,130,000	1,716,392,000	1,103,177,000	null	178,849,000	269,200,000	564,483,000	293,911,000	null	1,003,564,000	578,461,000	120,167,000	24,339,000	24,339,000	1,865,566,000	534,203,000	1,065,005,000	294,066,000	770,939,000	380,837,000	240,950,000	0.76	0.75	null	139,999,000	null	null	390,102,000	null	null	null	313,984,013	null	5.941596	0.723883	0.357592	0.226243	0.129157	0.08398	0.013046	2.96717	1	0	null	0	null	null	null	null	null	null	2.788555	grey	false	0	10.079746	2.270268	5.005526	3.624169	null	null	null	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	-0.010703	-0.068134	0.259299	0.187278	null	null	0.174539	0.00093	true	true	false	true	false	0.093905	0.001694	0.442187	0.360227	null	null	true	false	0.212575	0.101415	0.553738	0.738155	null	null	0.722353	0.371025	0.421875	0.256595	0.559524	0.744246	null	null	2026-05-15T00:50:06.954000	train
843,006	ACCS	ISSUER DIRECT CORP	0001354488-10-000860	2,750	2,009	FY	2010-03-17	2009-12-31	465,005	323,555	146,043	null	152,069	null	null	null	120,363	185,050	null	51,715	null	null	279,955	-1,200,573	1,885,232	null	1,098,599	274,862	274,174	0.02	0.02	688	null	38,246	null	537,604	186,601	null	null	17,014,713	null	0.016454	0.582739	0.145797	0.145432	0.97935	0.589615	null	null	1	1	null	0	null	null	null	null	null	null	null	null	null	1	0.086047	0.00814	0.00938	null	null	0.680593	0.188327	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	2.169325	2.242414	0.566181	1.047765	1.391718	null	0.473055	-0.086763	false	false	true	true	false	40.637513	3.327856	-0.127284	0.712309	1.562462	null	true	false	0.982036	0.995283	0.686916	0.995012	0.957507	null	0.962353	0.04947	0.984375	0.990408	0.204762	0.910486	0.934375	null	2026-05-15T00:50:06.954000	train
1,163,302	null	UNITED STATES STEEL CORP	0001193125-10-038824	3,312	2,009	FY	2010-02-24	2009-12-31	15,422,000,000	5,015,000,000	1,218,000,000	null	1,423,000,000	1,679,000,000	6,820,000,000	1,725,000,000	281,000,000	10,443,000,000	2,474,000,000	1,396,000,000	null	null	4,676,000,000	4,209,000,000	11,048,000,000	11,597,000,000	null	-1,684,000,000	-1,401,000,000	-10.42	-10.42	159,000,000	-439,000,000	null	null	618,000,000	-61,000,000	472,000,000	56,000,000	null	-533,000,000	null	null	-0.152426	-0.12681	-0.299615	-0.090844	null	2.027082	0	0	null	1	null	null	null	null	null	null	0.913645	distress	true	1	null	null	null	null	null	0.04354	-0.086889	-0.048244	-0.347454	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	-0.176433	0.82227	0.572592	-5.213115	-0.979362	-0.064659	0.146037	true	true	false	true	false	null	-0.251497	0.96217	0.799783	3.754098	-0.275797	true	false	null	0.049528	0.752336	0.965087	0.002833	0.087248	0.042353	0.936396	null	0.076739	0.707143	0.938619	0.98125	0.344697	2026-05-15T00:50:06.954000	train
1,002,638	OTEX	OPEN TEXT CORP	0001193125-10-021715	7,373	2,010	Q2	2010-02-04	2009-12-31	1,711,511,000	452,240,000	247,630,000	8,414,000	143,446,000	null	55,884,000	712,967,000	359,987,000	null	327,143,000	122,660,000	null	null	857,718,000	127,410,000	247,790,000	77,706,000	170,084,000	35,913,000	21,201,000	0.38	0.37	null	10,325,000	null	null	22,377,000	null	null	null	56,444,939	null	15.195658	0.686404	0.144933	0.08556	0.024718	0.012387	null	1.382392	1	0	null	0	null	null	null	null	null	null	null	null	null	0	11.398372	null	-3.813203	2.216266	null	null	null	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.101492	0.113132	0.750389	0.079495	null	null	0.038869	0.05164	true	true	true	true	false	0.281862	0.314431	1.237772	0.297292	null	null	true	false	0.55988	0.59434	0.728972	0.496259	null	null	0.164706	0.780919	0.725	0.752998	0.757143	0.664962	null	null	2026-05-15T00:50:06.954000	train
886,158	null	BED BATH & BEYOND INC	0001104659-10-000569	5,700	2,009	Q3	2010-01-06	2009-11-30	4,927,766,000	3,325,989,000	854,641,000	162,934,000	null	1,954,995,000	1,118,272,000	null	null	1,529,333,000	1,187,513,000	718,921,000	null	null	3,398,433,000	4,528,912,000	1,975,465,000	1,163,053,000	812,412,000	245,611,000	151,288,000	0.59	0.58	null	95,060,000	null	null	566,801,000	null	null	null	262,004,000	null	12.97092	0.411251	0.124331	0.076583	0.044517	0.030701	null	2.800802	1	0	null	0	null	null	null	null	null	null	2.76283	grey	false	0	13.122079	6.857361	12.97092	8.161998	null	null	null	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	2023-04-24	11	0.149754	0.117842	0.246457	0.110501	null	null	0.049639	0.01475	true	true	true	true	false	0.249691	0.150681	0.510655	0.186334	null	null	true	false	0.703593	0.617925	0.542056	0.588529	null	null	0.218824	0.561837	0.678125	0.534772	0.578571	0.542199	null	null	2026-05-15T00:50:06.954000	train
882,835	ROP	ROPER INDUSTRIES INC	0000882835-10-000009	3,823	2,009	FY	2010-02-26	2009-12-31	4,327,736,000	870,745,000	167,708,000	null	381,658,000	178,795,000	109,493,000	2,388,432,000	868,900,000	1,906,246,000	478,011,000	null	1,040,962,000	1,040,962,000	2,421,490,000	1,395,586,000	2,049,668,000	1,006,530,000	1,043,138,000	395,396,000	239,481,000	2.64	2.58	58,544,000	100,287,000	34,163,000	null	647,742,000	367,499,000	25,885,000	29,823,000	93,618,000	341,614,000	25.865645	0.50893	0.192907	0.116839	0.098898	0.055336	0.429885	1.8216	1	1	null	1	null	null	null	null	null	null	1.630349	grey	false	1	39.197185	-11.060918	-8.928219	4.195069	null	1.534564	-0.029581	0.166668	-0.082781	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.118477	0.136039	0.346996	0.164146	0.359296	0.3786	0.117263	0.022629	true	true	true	true	false	0.277712	0.319475	0.784054	0.364655	0.63706	0.641958	true	false	0.625749	0.653302	0.584112	0.695761	0.776204	0.744966	0.550588	0.632509	0.7125	0.755396	0.669048	0.749361	0.76875	0.753788	2026-05-15T00:50:06.954000	train
1,059,324	null	PETROHAWK ENERGY CORP	0001193125-10-036866	1,311	2,009	FY	2010-02-23	2009-12-31	6,662,071,000	385,650,000	1,511,000	0	239,264,000	null	497,266,000	932,802,000	100,395,000	null	698,832,000	633,171,000	2,592,544,000	2,592,544,000	3,323,672,000	-1,276,293,000	1,083,583,000	null	null	-1,811,248,000	-1,025,451,000	-3.66	-3.66	229,419,000	-754,968,000	null	null	113,232,000	679,127,000	null	null	301,194,695	null	11.034962	null	-1.671536	-0.946352	-0.30853	-0.153924	0.780024	0.551849	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	7.604633	-1.039799	null	-0.662272	-0.255863	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	null	null	null	null	null	null	null	null	null	null	false	false	4,212,224.669174	0.398506	1.169826	0.937454	0.582211	null	true	false	null	null	null	null	null	null	null	null	1	0.805755	0.742857	0.961637	0.75	null	2026-05-15T00:50:06.954000	train
12,659	HRB	H&R BLOCK INC	0000950123-10-022156	7,200	2,010	Q3	2010-03-08	2010-01-31	7,410,129,000	4,724,742,000	1,727,677,000	null	2,566,830,000	null	362,170,000	843,054,000	371,951,000	6,473,662,000	4,979,902,000	null	null	null	936,467,000	2,162,406,000	934,852,000	645,747,000	null	94,444,000	50,635,000	0.15	0.15	null	43,848,000	null	null	194,661,000	null	null	null	332,999,000	null	2.812222	null	0.101026	0.054164	0.05407	0.006833	null	0.948762	1	0	null	0	null	null	null	null	null	null	0.503911	distress	true	0	3.080787	-5.252028	-0.836453	-0.766249	null	null	null	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	-0.035484	-0.116164	-1.251229	-0.08918	null	null	-0.015369	-0.123903	false	false	false	true	false	null	-0.138839	-1.06614	-0.290497	null	null	true	false	0.182635	0.070755	0.030374	0.052369	null	null	0.056471	0.028269	null	0.1247	0.054762	0.030691	null	null	2026-05-15T00:50:06.954000	train
277,595	null	ENERGEN CORP	0001193125-10-040857	4,924	2,009	FY	2010-02-25	2009-12-31	3,803,118,000	515,606,000	75,844,000	null	null	null	3,144,469,000	null	null	null	520,761,000	null	410,786,000	410,786,000	1,988,243,000	1,626,753,000	1,440,420,000	null	null	435,393,000	256,325,000	3.58	3.57	39,379,000	143,971,000	235,084,000	null	null	679,457,000	340,107,000	35,542,000	71,667,304	339,350,000	27.742679	null	0.302268	0.177952	0.12892	0.067399	0.206608	0.990101	1	1	null	1	null	null	null	null	null	null	null	null	null	1	47.272326	null	27.742679	-0.07193	null	2.650764	-0.111259	0.235591	0.461943	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.080704	0.08339	0.134525	0.095885	-0.012414	-0.301898	0.135005	0.010286	false	true	true	true	false	0.216679	0.223273	0.01287	0.029893	0.121235	-1.376552	true	false	0.491018	0.492925	0.436916	0.553616	0.424929	0.305369	0.604706	0.519435	0.628125	0.64988	0.278571	0.225064	0.465625	0.098485	2026-05-15T00:50:06.954000	train
1,144,519	null	BUNGE LTD	0001047469-10-001666	2,070	2,009	FY	2010-03-01	2009-12-31	21,286,000,000	11,783,000,000	553,000,000	null	2,363,000,000	null	5,347,000,000	427,000,000	170,000,000	null	6,207,000,000	3,275,000,000	3,618,000,000	3,618,000,000	9,494,000,000	3,996,000,000	41,926,000,000	40,722,000,000	1,204,000,000	null	361,000,000	2.24	2.22	283,000,000	-110,000,000	443,000,000	null	1,342,000,000	-368,000,000	918,000,000	103,000,000	134,096,906	-1,286,000,000	70.799546	0.028717	null	0.00861	0.038024	0.01696	0.381083	1.898341	1	0	null	0	null	null	null	null	null	null	null	null	null	1	59.735225	null	66.347541	41.581869	null	-1.019391	0.034248	-0.030673	-0.759352	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	null	null	null	null	null	null	null	null	null	null	false	false	0.135596	0.233095	1.609418	0.401111	8.103261	2.157854	true	false	null	null	null	null	null	null	null	null	0.503125	0.664269	0.830952	0.782609	0.9875	0.909091	2026-05-15T00:50:06.954000	train
827,052	EIX	EDISON INTERNATIONAL	0001047469-10-001604	4,911	2,009	FY	2010-03-01	2009-12-31	41,444,000,000	4,430,000,000	1,673,000,000	10,000,000	1,017,000,000	533,000,000	5,147,000,000	null	null	30,438,000,000	3,787,000,000	1,123,000,000	10,437,000,000	10,437,000,000	11,006,000,000	7,500,000,000	12,361,000,000	null	null	1,398,000,000	849,000,000	2.59	2.58	732,000,000	-98,000,000	null	null	null	3,045,000,000	3,282,000,000	404,000,000	325,811,206	-237,000,000	33.780299	null	0.113098	0.068684	0.07714	0.020485	0.948301	1.169791	1	1	null	1	null	null	null	null	null	null	0.72511	distress	true	1	44.36831	-79.82537	33.780299	1.973536	null	3.586572	-0.052987	-0.019173	-0.343222	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.044339	0.044339	0.479388	0.003883	0.141872	-3.49789	0.109274	0.05823	true	true	true	true	false	0.007269	0.007269	-1.043581	0.032279	0.282759	-2.805907	true	false	0.368263	0.34434	0.651869	0.189526	0.640227	0.026846	0.522353	0.823322	0.28125	0.268585	0.061905	0.235294	0.60625	0.049242	2026-05-15T00:50:06.954000	train
1,045,810	NVDA	NVIDIA CORP	0001045810-10-000006	3,674	2,010	FY	2010-03-18	2010-01-31	3,585,918,000	2,480,830,000	447,221,000	1,281,006,000	374,963,000	330,674,000	571,858,000	369,844,000	120,458,000	null	784,378,000	344,527,000	null	null	2,665,140,000	1,896,182,000	3,326,445,000	2,149,522,000	1,176,923,000	-98,945,000	-67,987,000	-0.12	-0.12	3,320,000	-14,307,000	196,664,000	908,851,000	367,017,000	487,807,000	null	null	561,465,851	null	4.746754	0.353808	-0.029745	-0.020438	-0.02551	-0.018959	null	3.162799	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	3.8735	3.02147	null	-7.175004	-0.154994	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.138787	0.193732	4.723447	0.065194	0.385378	null	0.079569	0.101922	true	true	true	true	false	0.426647	0.555537	9.547075	0.201863	0.863762	null	true	false	0.673653	0.745283	0.96729	0.438903	0.793201	null	0.376471	0.90106	0.840625	0.8753	0.978571	0.57289	0.8375	null	2026-05-15T00:50:06.954000	train
815,556	FAST	FASTENAL CO	0001193125-10-025958	5,200	2,009	FY	2010-02-09	2009-12-31	1,327,358,000	982,364,000	164,852,000	24,400,000	214,169,000	508,405,000	335,004,000	null	null	null	119,509,000	53,490,000	null	null	1,190,843,000	1,175,641,000	1,930,330,000	946,895,000	983,435,000	295,793,000	184,357,000	null	null	null	113,133,000	40,020,000	null	686,792,000	306,070,000	52,538,000	106,943,000	147,430,712	253,532,000	8.077306	0.509465	0.153234	0.095505	0.154812	0.13889	null	8.22	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	8.077306	5.852614	null	1.660203	-0.091696	0.131341	0.162354	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.076978	0.076978	0.43936	0.175691	-0.214271	-0.341736	0.206903	0.0361	true	true	true	true	false	-0.388243	0.225162	0.941499	0.433361	-0.122786	-0.414488	true	false	0.467066	0.471698	0.630841	0.718204	0.223796	0.261745	0.814118	0.717314	0.10625	0.657074	0.7	0.815857	0.259375	0.276515	2026-05-15T00:50:06.954000	train
1,166,126	null	J C PENNEY CO INC	0001193125-10-071527	5,311	2,009	FY	2010-03-30	2010-01-31	12,581,000,000	6,652,000,000	3,011,000,000	null	null	3,024,000,000	5,357,000,000	null	null	7,803,000,000	3,249,000,000	1,226,000,000	null	null	4,778,000,000	2,023,000,000	17,556,000,000	10,646,000,000	6,910,000,000	663,000,000	251,000,000	1.08	1.08	260,000,000	154,000,000	495,000,000	null	5,382,000,000	1,576,000,000	600,000,000	183,000,000	null	976,000,000	null	0.393598	0.037765	0.014297	0.052532	0.019951	null	2.047399	1	1	null	1	null	null	null	null	null	null	2.144188	grey	false	1	null	null	null	null	null	6.278884	-0.105318	0.055594	0.263859	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	2020-05-18	11	null	0.142738	0.549801	0.011563	-0.624365	-0.904713	0.071245	0.009085	true	true	true	true	false	null	-0.160737	-1.346614	-0.01686	-0.479695	-0.809426	true	false	null	0.67217	0.672897	0.224439	0.045326	0.100671	0.343529	0.480565	null	0.117506	0.042857	0.15601	0.090625	0.132576	2026-05-15T00:50:06.954000	train
55,785	KMB	KIMBERLY CLARK CORP	0001193125-10-038621	2,670	2,009	FY	2010-02-24	2009-12-31	19,209,000,000	5,864,000,000	798,000,000	null	2,566,000,000	2,033,000,000	8,033,000,000	3,275,000,000	null	null	4,923,000,000	null	null	null	5,406,000,000	10,329,000,000	19,115,000,000	12,695,000,000	6,420,000,000	2,825,000,000	1,884,000,000	4.53	4.52	275,000,000	746,000,000	783,000,000	null	null	3,481,000,000	848,000,000	986,000,000	null	2,633,000,000	null	0.335862	0.14779	0.098561	0.348502	0.098079	null	1.191144	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	1.847665	-0.083138	0.137745	0.144329	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	0.094525	-0.021762	0.033011	-0.211721	-0.323965	0.311475	-0.007356	false	false	true	true	false	null	-0.029042	-0.15552	0.090557	-0.342718	-0.498671	true	false	null	0.549528	0.266355	0.329177	0.226629	0.288591	0.908235	0.24735	null	0.211031	0.197619	0.332481	0.14375	0.227273	2026-05-15T00:50:06.954000	train
40,545	GE	GENERAL ELECTRIC CO	0000040545-10-000010	3,600	2,009	FY	2010-02-19	2009-12-31	781,818,000,000	null	72,260,000,000	null	16,458,000,000	11,987,000,000	69,212,000,000	65,574,000,000	11,929,000,000	656,682,000,000	null	19,703,000,000	null	null	117,291,000,000	126,363,000,000	156,783,000,000	50,580,000,000	null	null	11,025,000,000	1.01	1.01	null	-1,090,000,000	10,636,000,000	null	null	24,593,000,000	8,634,000,000	null	10,663,075,000	15,959,000,000	10.999735	null	null	0.07032	0.093997	0.014102	null	null	1	1	null	1	null	null	null	null	null	null	null	null	null	1	15.810407	null	3.731381	null	null	2.230658	-0.017354	0.10179	-0.181087	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.018581	0.014025	0.056145	-0.041918	0.468833	0.649414	0.097901	null	true	false	true	true	false	0.001183	-0.007273	0.283537	-0.060485	0.356443	0.297638	true	false	0.266467	0.242925	0.348131	0.124688	0.824363	0.805369	0.458824	null	0.278125	0.239808	0.461905	0.109974	0.646875	0.662879	2026-05-15T00:50:06.954000	train
1,099,219	MET-PF	METLIFE INC	0000950123-10-018284	6,311	2,009	FY	2010-02-26	2009-12-31	539,314,000,000	null	10,112,000,000	8,374,000,000	null	null	null	5,047,000,000	null	505,816,000,000	null	null	13,220,000,000	13,220,000,000	33,121,000,000	19,501,000,000	41,058,000,000	null	null	null	-2,246,000,000	-2.89	-2.89	null	-2,015,000,000	null	null	null	3,803,000,000	null	610,000,000	818,833,810	null	40.448989	null	null	-0.054703	-0.067812	-0.004165	0.399143	null	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	34.285345	null	null	-1.693232	-0.011216	null	null	true	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.219401	0.468102	2.242208	0.283964	1.102551	null	0.057378	null	true	false	true	true	false	0.397345	0.80541	4.108192	0.711286	1.705759	null	true	false	0.817365	0.929245	0.906542	0.860349	0.934844	null	0.261176	null	0.821875	0.93765	0.935714	0.907928	0.946875	null	2026-05-15T00:50:06.954000	train
7,332	null	SOUTHWESTERN ENERGY CO	0000007332-10-000005	1,311	2,009	FY	2010-02-25	2009-12-31	4,770,250,000	564,501,000	13,184,000	null	263,076,000	30,009,000	4,127,253,000	null	null	null	536,416,000	404,695,000	997,500,000	997,500,000	2,331,225,000	1,414,327,000	2,145,779,000	null	null	-34,966,000	-35,650,000	-0.1	-0.1	18,638,000	-16,363,000	495,291,000	null	122,618,000	1,359,376,000	1,780,165,000	null	343,420,568	-420,789,000	6.788251	null	-0.016295	-0.016614	-0.015292	-0.007473	0.427887	1.052357	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	6.788251	0.08178	null	-38.131164	-0.292443	-0.196101	-1.191346	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.263857	0.27181	17.945806	0.21665	0.208338	-0.02329	0.203758	0.407471	true	true	true	true	false	0.684109	0.702669	18.889734	0.376146	0.279864	-0.056722	true	false	0.835329	0.84434	0.997664	0.775561	0.708215	0.516779	0.797647	0.989399	0.9125	0.920863	0.992857	0.759591	0.603125	0.473485	2026-05-15T00:50:06.954000	train
277,135	GWW	GRAINGER W W INC	0000277135-10-000011	5,000	2,009	FY	2010-02-25	2009-12-31	3,726,332,000	2,131,515,000	459,871,000	null	624,910,000	889,679,000	953,271,000	351,182,000	null	null	776,799,000	null	437,500,000	437,500,000	2,163,720,000	3,966,508,000	6,221,991,000	3,623,465,000	2,598,526,000	665,224,000	430,466,000	5.7	5.62	8,766,000	276,565,000	147,531,000	null	1,933,302,000	732,396,000	-142,414,000	-134,684,000	73,786,346	874,810,000	29.324125	0.417636	0.106915	0.069185	0.198947	0.11552	0.202198	2.743972	1	1	null	1	null	null	null	null	null	null	null	null	null	1	61.325516	null	24.56468	18.359982	null	1.701403	-0.081026	0.1406	0.133963	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.061613	0.019178	0.186772	0.154318	-0.185625	null	0.231662	0.012892	true	true	true	true	false	0.286335	0.214938	0.529559	0.298328	0.018722	-0.372245	true	false	0.407186	0.261792	0.495327	0.678304	0.243626	null	0.842353	0.540636	0.740625	0.635492	0.590476	0.667519	0.384375	0.291667	2026-05-15T00:50:06.954000	train
1,201,792	APEI	AMERICAN PUBLIC EDUCATION INC	0001157523-10-001098	8,200	2,009	FY	2010-02-22	2009-12-31	115,753,000	88,382,000	74,866,000	null	8,664,000	null	25,294,000	null	null	33,735,000	28,963,000	6,756,000	null	null	82,018,000	-54,545,000	148,998,000	null	null	39,866,000	23,943,000	1.32	1.27	null	16,017,000	5,231,000	null	25,039,000	36,756,000	10,758,000	null	18,276,000	25,998,000	4.487743	null	0.267561	0.160693	0.291924	0.206846	null	3.051549	1	1	null	1	null	null	null	null	null	null	3.344755	safe	false	1	11.544955	2.990096	4.487743	3.251204	null	1.535146	-0.110693	0.174486	0.502424	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.210501	0.186325	0.247463	0.330045	0.280825	-0.05285	0.306968	-0.015146	true	false	true	true	false	0.671256	0.631752	0.702251	0.74752	0.916367	0.750635	true	false	0.808383	0.738208	0.544393	0.890274	0.747875	0.489933	0.903529	0.180212	0.909375	0.896882	0.642857	0.923274	0.853125	0.772727	2026-05-15T00:50:06.954000	train
1,136,869	ZBH	ZIMMER HOLDINGS INC	0000950123-10-017177	3,842	2,009	FY	2010-02-25	2009-12-31	7,785,500,000	2,738,000,000	691,700,000	null	751,400,000	913,200,000	1,221,700,000	2,783,500,000	858,000,000	2,146,800,000	690,700,000	134,600,000	1,127,600,000	1,127,600,000	5,638,700,000	5,102,500,000	4,095,400,000	990,800,000	3,104,600,000	1,018,800,000	717,400,000	3.34	3.32	null	280,800,000	337,400,000	null	1,729,200,000	1,117,500,000	105,100,000	null	215,000,000	1,012,400,000	26.226512	0.75807	0.248767	0.175172	0.127228	0.092146	0.199975	3.964094	1	1	null	1	null	null	null	null	null	null	2.778366	grey	false	1	44.395071	2.749767	9.289302	9.522326	null	1.557708	-0.05139	0.247204	0.300133	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.10028	0.023516	-0.167968	0.030473	0.068009	0.100652	0.103426	-0.03155	false	false	true	true	false	0.119328	-0.023321	0.060496	0.087024	0.053154	0.050079	true	false	0.547904	0.273585	0.172897	0.311721	0.546742	0.614094	0.494118	0.123675	0.471875	0.220624	0.304762	0.324808	0.409375	0.556818	2026-05-15T00:50:06.954000	train
59,478	LLY	LILLY ELI & CO	0000950123-10-014958	2,834	2,009	FY	2010-02-22	2009-12-31	27,460,900,000	12,486,500,000	4,462,900,000	34,700,000	3,343,300,000	2,849,900,000	8,197,400,000	null	null	null	6,568,100,000	968,100,000	6,634,700,000	6,634,700,000	9,525,300,000	9,830,400,000	21,836,000,000	4,247,000,000	null	null	4,328,800,000	null	null	null	1,029,000,000	-1,297,800,000	4,326,500,000	6,892,500,000	4,335,500,000	null	2,152,100,000	null	null	null	null	null	0.198241	0.454453	0.157635	0.696534	1.901083	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	1.001548	-0.000244	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	0.30314	0.17111	0.056787	0.581548	null	0.408409	null	true	true	true	true	false	null	0.421016	0.004366	0.112223	0.668666	null	true	false	null	0.872642	0.478972	0.406484	0.855524	null	0.950588	null	null	0.815348	0.27381	0.381074	0.778125	null	2026-05-15T00:50:06.954000	train
789,073	null	FORTUNE BRANDS INC	0001193125-10-038294	3,430	2,009	FY	2010-02-24	2009-12-31	12,370,600,000	3,871,700,000	417,200,000	null	906,700,000	2,016,600,000	1,467,900,000	3,576,500,000	3,188,400,000	7,264,900,000	1,463,600,000	440,600,000	4,413,300,000	4,413,300,000	5,092,400,000	7,135,400,000	6,694,700,000	3,550,500,000	null	505,200,000	242,800,000	1.61	1.6	215,800,000	36,300,000	218,300,000	null	1,941,600,000	866,300,000	157,500,000	152,200,000	150,300,000	708,800,000	33.88157	null	0.075463	0.036267	0.047679	0.019627	0.866644	2.645327	1	1	null	1	null	null	null	null	null	null	1.586924	grey	false	1	35.033696	-22.576181	-11.127745	16.021956	null	3.567957	-0.050402	0.105875	-0.036581	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.098295	0.11364	1.008237	0.066739	-0.11047	-0.227427	0.08598	0.031504	true	true	true	true	false	-0.223856	-0.194938	2.753707	-0.571049	-0.475355	-0.667043	true	false	0.538922	0.599057	0.775701	0.44389	0.320113	0.355705	0.409412	0.685512	0.140625	0.091127	0.9	0.017903	0.09375	0.166667	2026-05-15T00:50:06.954000	train
791,519	null	STAPLES INC	0001047469-10-001695	5,940	2,009	FY	2010-03-02	2010-01-31	13,717,334,000	6,174,767,000	1,415,819,000	null	1,811,365,000	2,261,149,000	2,164,533,000	4,084,122,000	579,923,000	null	3,782,319,000	2,111,696,000	null	null	6,771,886,000	5,869,138,000	24,275,451,000	null	6,473,903,000	1,382,345,000	738,671,000	1.04	1.02	237,025,000	398,783,000	552,441,000	null	4,907,236,000	2,084,208,000	313,228,000	236,874,000	null	1,770,980,000	null	0.266685	0.056944	0.030429	0.109079	0.053849	null	1.632535	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	2.821565	-0.09809	0.072954	0.140496	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	0.025373	0.193966	0.011108	-0.305976	-0.414109	0.127014	0.007163	true	true	true	true	false	null	0.035923	0.33301	0.030761	-0.24361	-0.326463	true	false	null	0.278302	0.504673	0.221945	0.161473	0.221477	0.578824	0.459364	null	0.335731	0.492857	0.230179	0.184375	0.310606	2026-05-15T00:50:06.954000	train
1,038,357	null	PIONEER NATURAL RESOURCES CO	0001193125-10-042964	1,311	2,009	FY	2010-02-26	2009-12-31	8,867,265,000	616,118,000	27,368,000	null	330,711,000	139,177,000	null	309,259,000	null	null	571,191,000	null	2,761,011,000	2,761,011,000	3,536,188,000	917,688,000	null	null	null	null	-52,106,000	-0.46	-0.46	173,361,000	-48,108,000	651,560,000	null	140,323,000	543,059,000	null	9,370,000	114,176,000	null	30.971378	null	null	null	-0.014735	-0.005876	0.780787	1.078655	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	28.262761	0.393489	null	-10.422197	-0.067119	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.156289	0.165261	12.614939	null	1.366268	null	0.146874	null	true	true	true	true	false	0.515958	0.552178	17.015219	null	1.816847	null	true	false	0.727545	0.705189	0.985981	null	0.954674	null	0.644706	null	0.865625	0.872902	0.988095	null	0.959375	null	2026-05-15T00:50:06.954000	train
1,122,304	null	AETNA INC /PA/	0001122304-10-000024	6,324	2,009	FY	2010-02-26	2009-12-31	38,550,400,000	6,826,900,000	1,203,600,000	2,922,700,000	null	null	551,000,000	5,146,200,000	590,700,000	29,046,600,000	8,464,200,000	null	3,639,500,000	3,639,500,000	9,503,800,000	10,256,700,000	34,764,100,000	null	null	null	1,276,500,000	2.89	2.84	243,400,000	624,700,000	null	null	5,131,100,000	2,488,300,000	362,000,000	17,300,000	null	2,126,300,000	null	null	null	0.036719	0.134315	0.033112	0.382952	0.806562	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	1.949315	-0.031434	0.061164	-0.200675	true	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	0.040721	0.384097	-0.014903	-0.432504	-0.471664	0.178631	null	true	true	true	true	false	null	0.064858	0.555582	-0.028314	0.007837	0.004468	true	false	null	0.332547	0.60514	0.154613	0.096317	0.208054	0.738824	null	null	0.376499	0.597619	0.14578	0.375	0.541667	2026-05-15T00:50:06.954000	train
1,035,267	ISRG	INTUITIVE SURGICAL INC	0001193125-10-016932	3,842	2,009	FY	2010-01-29	2009-12-31	1,809,716,000	846,628,000	221,437,000	333,998,000	205,384,000	57,600,000	125,741,000	110,740,000	56,230,000	272,433,000	202,768,000	27,594,000	null	null	1,537,283,000	511,716,000	1,052,168,000	301,116,000	751,052,000	377,439,000	232,606,000	6.07	5.93	null	163,505,000	18,959,000	95,102,000	278,511,000	385,055,000	53,416,000	null	38,500,000	331,639,000	39.929429	0.713814	0.358725	0.221073	0.15131	0.128532	null	4.175353	1	1	null	1	null	null	null	null	null	null	4.092806	safe	false	1	73.84688	14.914156	35.592545	16.723636	null	1.655396	-0.084239	0.315196	0.735636	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.311697	0.325325	0.641402	0.342941	0.371233	0.302621	0.187396	0.034198	true	true	true	true	false	0.685926	0.720958	1.128492	0.670171	0.759749	0.793215	true	false	0.889222	0.884434	0.71028	0.900249	0.790368	0.721477	0.764706	0.699647	0.915625	0.925659	0.733333	0.895141	0.8	0.795455	2026-05-15T00:50:06.954000	train
949,039	null	DIAMOND OFFSHORE DRILLING INC	0000950123-10-015699	1,381	2,009	FY	2010-02-23	2009-12-31	6,264,261,000	1,723,370,000	376,417,000	400,853,000	791,023,000	null	4,432,052,000	null	null	2,633,619,000	413,475,000	75,015,000	1,495,375,000	1,495,375,000	3,630,642,000	1,776,498,000	3,631,284,000	null	null	1,903,213,000	1,376,219,000	9.9	9.89	null	492,212,000	null	null	62,913,000	1,516,814,000	412,444,000	1,115,211,000	139,026,178	1,104,370,000	26.114808	null	0.524116	0.37899	0.379057	0.219694	0.411876	4.168015	1	1	null	1	null	null	null	null	null	null	2.491628	grey	false	1	76.269742	-6.547321	26.114808	9.421931	null	1.10216	-0.022444	0.304127	0.211777	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	2020-04-27	11	0.063639	0.063644	-0.305738	-0.084904	-0.154598	-0.232091	0.247418	-0.09517	false	false	true	true	false	0.193461	0.19347	-0.30059	-0.085057	-0.063758	-0.415641	true	false	0.41018	0.415094	0.121495	0.057357	0.266289	0.345638	0.858824	0.038869	0.603125	0.604317	0.147619	0.092072	0.296875	0.268939	2026-05-15T00:50:06.954000	train
29,669	null	RR DONNELLEY & SONS CO	0001193125-10-038962	2,750	2,009	FY	2010-02-24	2009-12-31	8,747,600,000	2,960,900,000	499,200,000	null	1,675,900,000	561,800,000	2,271,400,000	2,333,300,000	747,400,000	6,586,600,000	2,039,700,000	886,400,000	2,982,500,000	2,982,500,000	2,134,000,000	662,900,000	9,857,400,000	7,462,900,000	null	344,300,000	-27,300,000	-0.13	-0.13	234,600,000	114,500,000	579,000,000	null	1,088,500,000	1,425,800,000	195,000,000	213,600,000	205,200,000	1,230,800,000	10.39961	null	0.034928	-0.002769	-0.012793	-0.003121	1.39761	1.451635	0	1	null	1	null	null	null	null	null	null	1.514682	grey	false	1	null	-17.669103	-4.613548	4.489279	null	-52.227106	-0.166114	0.124861	-1.404643	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.036255	0.042315	9.120879	0.016384	-0.472226	-0.574992	0.099672	0.020517	true	true	true	true	false	-0.482645	-0.511387	-3.490842	0.07645	-0.336302	-0.435002	true	false	0.335329	0.339623	0.983645	0.259352	0.087819	0.181208	0.475294	0.618375	0.090625	0.045564	0.02381	0.31202	0.146875	0.261364	2026-05-15T00:50:06.954000	train
885,725	BSX	BOSTON SCIENTIFIC CORP	0000950123-10-017254	3,841	2,009	FY	2010-02-26	2009-12-31	25,177,000,000	4,061,000,000	864,000,000	null	null	920,000,000	1,728,000,000	12,404,000,000	6,731,000,000	null	3,022,000,000	212,000,000	null	null	12,301,000,000	-3,757,000,000	8,188,000,000	2,576,000,000	5,612,000,000	-894,000,000	-1,025,000,000	-0.68	-0.68	407,000,000	-283,000,000	834,000,000	null	2,635,000,000	835,000,000	312,000,000	null	1,507,900,000	523,000,000	8.157703	0.685393	-0.109184	-0.125183	-0.083327	-0.040712	null	1.343812	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	-4.532131	0.689038	null	-0.814634	-0.073877	0.063874	-0.130253	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	-0.08769	-0.081701	1.230244	-0.046654	-0.610778	-0.898662	0.020892	0.153893	true	true	false	true	false	-0.039588	-0.077067	1.430244	-0.069126	0.207186	0.34608	true	false	0.152695	0.087264	0.803738	0.117207	0.050992	0.104027	0.105882	0.946996	0.2375	0.177458	0.792857	0.099744	0.540625	0.689394	2026-05-15T00:50:06.954000	train
821,189	EOG	EOG RESOURCES INC	0000821189-10-000011	1,311	2,009	FY	2010-02-25	2009-12-31	18,118,667,000	1,839,541,000	685,751,000	null	771,417,000	null	16,139,225,000	null	null	null	1,345,560,000	979,139,000	2,760,000,000	2,760,000,000	9,998,042,000	8,866,747,000	4,786,959,000	null	null	970,841,000	546,627,000	2.2	2.17	155,820,000	325,384,000	1,549,188,000	null	248,274,000	2,922,439,000	null	null	248,996,000	null	40.153424	null	0.20281	0.114191	0.054673	0.030169	0.276054	1.367119	1	1	null	1	null	null	null	null	null	null	null	null	null	1	44.582446	null	40.153424	1.983891	null	5.346313	-0.131125	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.015695	0.023364	-0.706099	0.274274	-0.073171	null	0.015702	-0.117018	false	false	true	true	false	0.198223	0.264338	0.996102	1.115354	0.56664	null	true	false	0.254491	0.271226	0.058411	0.855362	0.365439	null	0.084706	0.031802	0.609375	0.705036	0.714286	0.976982	0.740625	null	2026-05-15T00:50:06.954000	train
73,309	NUE	NUCOR CORP	0001193125-10-040686	3,312	2,009	FY	2010-02-25	2009-12-31	12,571,904,000	5,182,248,000	2,016,981,000	225,000,000	1,116,035,000	1,312,903,000	4,013,836,000	1,803,021,000	902,922,000	4,987,615,000	1,227,057,000	707,038,000	3,080,200,000	3,080,200,000	7,390,526,000	7,120,218,000	11,190,296,000	11,035,903,000	null	null	-293,613,000	-0.94	-0.94	null	-176,800,000	494,035,000	null	348,478,000	1,182,297,000	390,500,000	443,109,000	null	791,797,000	null	null	null	-0.026238	-0.039728	-0.023355	0.416777	4.223315	0	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	-4.026719	-0.117397	0.070757	-0.066973	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	-0.036595	1.456696	0.415926	-0.261265	-0.333023	0.018833	null	true	false	false	true	false	null	0.011414	3.650387	0.789369	-0.126605	-0.252195	true	false	null	0.129717	0.850467	0.932668	0.1983	0.271812	0.101176	null	null	0.28777	0.92381	0.933504	0.25625	0.359848	2026-05-15T00:50:06.954000	train
33,213	EQT	EQT CORP	0001104659-10-007860	4,923	2,009	FY	2010-02-18	2009-12-31	5,957,257,000	695,166,000	0	null	155,574,000	null	4,914,731,000	null	null	3,806,227,000	612,674,000	248,987,000	1,949,200,000	1,949,200,000	2,151,030,000	1,695,358,000	null	null	null	356,791,000	156,929,000	1.2	1.19	111,779,000	96,668,000	196,078,000	null	176,703,000	725,741,000	963,908,000	115,368,000	null	-238,167,000	null	null	null	null	0.072955	0.026342	0.906171	1.134643	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	4.624646	-0.095482	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	0.431266	0.450975	null	0.088184	-0.919628	0.07396	null	true	true	true	true	false	null	0.670748	2.057236	null	null	null	true	false	null	0.919811	0.640187	null	0.566572	0.097315	0.355294	null	null	0.911271	0.861905	null	null	null	2026-05-15T00:50:06.954000	train
1,105,705	null	TIME WARNER INC.	0000950123-10-014479	7,812	2,009	FY	2010-02-19	2009-12-31	65,730,000,000	13,007,000,000	4,800,000,000	null	null	1,779,000,000	3,963,000,000	29,795,000,000	3,068,000,000	null	8,765,000,000	7,897,000,000	null	null	33,383,000,000	-97,148,000,000	25,785,000,000	14,438,000,000	null	4,545,000,000	2,468,000,000	2.08	2.07	null	1,194,000,000	998,000,000	null	6,153,000,000	null	561,000,000	897,000,000	1,157,000,000	null	28.853068	null	0.176265	0.095715	0.07393	0.037548	null	1.48397	1	0	null	0	null	null	null	null	null	null	null	null	null	0	36.746749	null	0.449438	3.666379	null	null	null	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.038805	-0.01327	0.044571	0.042777	null	null	0.078264	0.025609	true	true	false	true	false	0.065976	-0.102627	0.169368	0.123677	null	null	true	false	0.347305	0.17217	0.341121	0.369077	null	null	0.369412	0.650177	0.3625	0.141487	0.37619	0.414322	null	null	2026-05-15T00:50:06.954000	train
75,362	PCAR	PACCAR INC	0001193125-10-042642	3,711	2,009	FY	2010-02-26	2009-12-31	14,569,000,000	null	1,912,000,000	null	null	null	null	null	null	null	null	null	null	null	5,103,700,000	4,640,500,000	null	null	null	null	111,900,000	0.31	0.31	null	63,100,000	188,000,000	null	null	1,373,300,000	127,700,000	232,100,000	363,800,000	1,245,600,000	14.028862	null	null	null	0.021925	0.007681	null	null	1	1	null	1	null	null	null	null	null	null	null	null	null	1	9.891982	null	14.028862	null	null	12.272565	-0.086581	null	null	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.046336	0.049787	3.089366	null	0.129688	0.110308	0.085408	null	true	false	true	true	false	0.052527	0.051081	8.314567	null	0.159688	0.005058	true	false	0.377246	0.365566	0.943925	null	0.628895	0.630872	0.4	null	0.33125	0.357314	0.969048	null	0.503125	0.549242	2026-05-15T00:50:06.954000	train
1,137,774	PRS	PRUDENTIAL FINANCIAL INC	0001193125-10-043048	6,311	2,009	FY	2010-02-26	2009-12-31	480,203,000,000	null	13,164,000,000	null	null	null	null	null	null	454,474,000,000	null	null	21,037,000,000	21,037,000,000	25,195,000,000	13,787,000,000	32,688,000,000	null	null	null	3,124,000,000	7.68	7.63	null	21,000,000	175,000,000	null	8,991,000,000	5,840,000,000	null	328,000,000	null	null	null	null	null	0.09557	0.123993	0.006506	0.834967	null	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	1.869398	-0.005656	null	null	true	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	0.286565	0.022727	0.175171	0.120205	null	0.098565	null	false	false	true	true	false	null	0.477396	0.173496	0.500398	1.119349	null	true	false	null	0.860849	0.310748	0.715711	0.611898	null	0.465882	null	null	0.844125	0.383333	0.84399	0.890625	null	2026-05-15T00:50:06.954000	train
702,165	NSC	NORFOLK SOUTHERN CORP	0000702165-10-000049	4,011	2,009	FY	2010-02-17	2009-12-31	27,369,000,000	2,246,000,000	996,000,000	90,000,000	766,000,000	null	22,643,000,000	null	null	17,016,000,000	1,789,000,000	974,000,000	null	null	10,353,000,000	9,027,000,000	7,969,000,000	null	null	1,962,000,000	1,034,000,000	2.79	2.76	467,000,000	588,000,000	845,000,000	null	null	1,860,000,000	1,299,000,000	500,000,000	369,019,990	561,000,000	28.055391	null	0.246204	0.129753	0.099874	0.03778	null	1.25545	1	1	null	1	null	null	null	null	null	null	1.074609	distress	true	1	41.966381	-40.024932	28.055391	1.238415	null	1.798839	-0.03018	0.070398	-0.295662	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.064139	0.030523	0.446809	0.194127	0.45914	1.217469	0.140219	0.035007	true	true	true	true	false	0.06925	-0.042693	0.852998	0.401932	0.734946	0.901961	true	false	0.416168	0.290094	0.635514	0.74813	0.818697	0.85906	0.630588	0.710247	0.36875	0.201439	0.67619	0.785166	0.79375	0.825758	2026-05-15T00:50:06.954000	train
1,065,088	EBAY	EBAY INC	0001193125-10-033324	7,389	2,009	FY	2010-02-17	2009-12-31	18,408,320,000	8,460,208,000	3,999,818,000	943,986,000	407,507,000	null	1,314,328,000	6,143,086,000	767,812,000	4,620,672,000	3,641,968,000	192,412,000	null	null	13,787,648,000	8,359,117,000	8,727,362,000	2,479,762,000	6,247,600,000	1,456,766,000	2,389,097,000	1.85	1.83	null	490,054,000	810,946,000	803,070,000	1,418,389,000	2,908,086,000	567,094,000	null	1,297,799,000	2,340,992,000	10.62387	0.715864	0.166919	0.273748	0.173278	0.129784	null	2.322977	1	1	null	1	null	null	null	null	null	null	2.544555	grey	false	1	21.028994	2.958498	5.298779	3.712624	null	1.217232	-0.028193	0.268236	0.198487	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.109923	0.109847	-0.246175	0.049146	-0.055819	-0.136329	0.117693	0.057361	false	false	true	true	false	0.311865	0.300431	0.351719	0.335072	0.125714	-0.013164	true	false	0.595808	0.587264	0.130841	0.399002	0.382436	0.42953	0.552941	0.812721	0.76875	0.731415	0.507143	0.713555	0.471875	0.522727	2026-05-15T00:50:06.954000	train
78,814	PBI-PB	PITNEY BOWES INC /DE/	0000930413-10-001062	3,579	2,009	FY	2010-02-26	2009-12-31	8,533,911,000	2,971,236,000	412,737,000	14,682,000	816,852,000	156,502,000	514,904,000	2,286,904,000	316,417,000	8,223,878,000	2,566,447,000	1,748,254,000	null	null	13,663,000	4,305,794,000	5,569,171,000	null	null	null	444,913,000	2.05	2.04	111,269,000	240,154,000	338,895,000	182,191,000	1,800,714,000	824,068,000	166,728,000	297,555,000	null	657,340,000	null	null	null	0.079889	32.563346	0.052135	null	1.157723	1	1	null	1	null	null	null	null	null	null	1.403277	grey	false	1	null	null	null	null	null	1.8522	-0.044429	0.118032	-0.128043	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	-8.068799	-0.34284	-0.025842	0.155379	0.266229	-3.027293	null	false	false	false	true	false	null	-3.8534	0.387867	-0.052287	0.116647	0.162584	true	false	null	0.002358	0.114486	0.137157	0.657224	0.711409	0.009412	null	null	0.007194	0.540476	0.11509	0.4625	0.609848	2026-05-15T00:50:06.954000	train
1,108,524	CRM	SALESFORCE COM INC	0001193125-10-053838	7,372	2,009	FY	2010-03-11	2010-01-31	2,460,201,000	1,706,159,000	1,011,306,000	230,659,000	320,956,000	null	89,711,000	48,955,000	null	1,403,535,000	908,130,000	14,791,000	null	null	1,043,802,000	106,561,000	1,305,583,000	257,925,000	1,047,658,000	115,272,000	80,719,000	0.65	0.63	2,000,000	57,689,000	53,177,000	131,897,000	195,290,000	270,911,000	53,901,000	null	127,152,449	217,010,000	8.209059	0.802445	0.088292	0.061826	0.077332	0.03281	null	1.878761	1	1	null	1	null	null	null	null	null	null	1.288558	grey	false	1	10.957075	2.380009	7.824049	6.276159	null	3.356223	-0.077308	0.166217	0.063945	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.16985	0.222924	-0.201254	0.269271	0.694582	0.696668	0.050509	-0.029457	false	false	true	true	false	0.411061	0.520748	-1.050521	0.736036	1.1834	1.02692	true	false	0.757485	0.785377	0.156542	0.850374	0.889518	0.812081	0.225882	0.141343	0.83125	0.865707	0.059524	0.915601	0.903125	0.844697	2026-05-15T00:50:06.954000	train
1,136,893	FIS	FIDELITY NATIONAL INFORMATION SERVICES, INC.	0000950123-10-017631	7,389	2,009	FY	2010-02-26	2009-12-31	13,997,600,000	1,666,100,000	430,900,000	null	765,400,000	null	375,900,000	8,232,900,000	2,396,800,000	5,479,000,000	1,234,700,000	523,200,000	3,016,600,000	3,016,600,000	8,308,900,000	1,134,600,000	3,769,500,000	null	968,900,000	277,900,000	105,900,000	0.45	0.44	134,000,000	52,100,000	434,000,000	null	554,100,000	714,100,000	52,500,000	49,700,000	236,400,000	661,600,000	35.147631	0.257037	0.073723	0.028094	0.012745	0.007566	0.363056	1.349397	1	1	null	1	null	null	null	null	null	null	1.061254	distress	true	1	18.864511	-16.129019	-9.817259	1.824873	null	6.743154	-0.04345	0.175514	0.031465	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	-0.472095	-0.229356	2.819641	0.397931	0.50021	0.418531	0.063172	0.078303	true	true	false	true	false	-0.384499	-0.217345	3.434372	0.524261	0.640527	0.583434	true	false	0.056886	0.037736	0.932243	0.922693	0.835694	0.755034	0.296471	0.872792	0.109375	0.086331	0.919048	0.856777	0.771875	0.742424	2026-05-15T00:50:06.954000	train
901,491	PZZA	PAPA JOHNS INTERNATIONAL INC	0001104659-10-008891	5,812	2,009	FY	2010-02-23	2009-12-31	397,095,000	87,399,000	28,219,000	null	21,496,000	15,767,000	194,242,000	76,475,000	null	null	88,770,000	28,675,000	null	null	176,869,000	191,212,000	1,106,033,000	null	null	95,279,000	57,453,000	2.07	2.06	5,714,000	28,985,000	32,756,000	null	112,909,000	100,913,000	33,538,000	null	27,738,000	67,375,000	6.376415	null	0.086145	0.051945	0.324834	0.144683	null	0.984556	1	1	null	1	null	null	null	null	null	null	null	null	null	1	17.233152	null	3.619367	-0.049427	null	1.756444	-0.109445	0.060916	0.124351	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.18356	0.123396	-0.095957	0.018412	-0.117101	-0.139577	0.261407	-0.009135	false	false	true	true	false	null	null	null	null	null	null	false	false	0.769461	0.636792	0.200935	0.266833	0.311615	0.422819	0.872941	0.219081	null	null	null	null	null	null	2026-05-15T00:50:06.954000	train
1,336,047	null	BOARDWALK PIPELINE PARTNERS, LP	0001336047-10-000009	4,922	2,009	FY	2010-02-16	2009-12-31	6,895,800,000	190,900,000	45,800,000	0	95,500,000	null	6,277,900,000	163,500,000	null	null	250,900,000	58,400,000	3,100,000,000	3,100,000,000	3,364,200,000	null	909,200,000	null	null	294,500,000	162,700,000	null	null	-125,300,000	300,000	203,100,000	null	122,000,000	400,500,000	-846,800,000	null	null	1,247,300,000	null	null	0.323911	0.178949	0.048362	0.023594	0.921467	0.760861	1	1	null	1	null	null	null	null	null	null	null	null	null	1	null	null	null	null	null	2.461586	-0.034485	1.371865	2.028178	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	null	-0.036502	0.778734	0.228333	0.1603	-0.809669	0.089282	0.069982	true	true	false	true	false	null	-0.047262	0.352182	0.25253	0.132085	-0.7501	true	false	null	0.132075	0.740654	0.800499	0.671388	0.11745	0.423529	0.85159	null	0.196643	0.514286	0.631714	0.478125	0.147727	2026-05-15T00:50:06.954000	train
1,163,739	NBRWF	NABORS INDUSTRIES LTD	0000950123-10-018307	1,381	2,009	FY	2010-02-26	2009-12-31	10,644,690,000	2,176,664,000	927,815,000	163,036,000	724,040,000	100,819,000	7,646,050,000	164,265,000	null	5,462,711,000	608,622,000	226,423,000	3,940,605,000	3,940,605,000	5,167,656,000	3,613,186,000	3,692,356,000	2,012,352,000	null	null	-85,546,000	-0.3	-0.3	264,948,000	-149,228,000	668,415,000	null	429,663,000	1,616,972,000	1,093,435,000	null	283,326,000	523,537,000	18.239258	null	null	-0.023168	-0.016554	-0.008036	0.762552	3.576381	0	1	null	1	null	null	null	null	null	null	1.145423	distress	true	1	null	-11.598113	17.659484	5.534409	null	-18.901784	-0.159941	0.141789	-0.426072	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.024482	0.03106	2.106948	0.130616	-0.315397	-0.662475	0.017773	null	true	true	true	true	false	0.067025	0.081306	3.848514	0.641324	-0.09925	-2.119558	true	false	0.293413	0.292453	0.897196	0.623441	0.147309	0.147651	0.094118	null	0.365625	0.407674	0.928571	0.887468	0.284375	0.060606	2026-05-15T00:50:06.954000	train
3,673	null	ALLEGHENY ENERGY, INC	0001193125-10-044488	4,911	2,009	FY	2010-03-01	2009-12-31	11,589,100,000	1,345,300,000	286,600,000	null	null	110,600,000	8,957,100,000	367,300,000	null	null	985,600,000	411,400,000	4,417,000,000	4,417,000,000	3,113,200,000	1,022,700,000	3,426,800,000	null	null	919,800,000	392,800,000	2.32	2.31	291,100,000	241,600,000	282,100,000	null	null	799,600,000	1,166,200,000	101,700,000	169,500,000	-366,600,000	18.366962	null	0.268414	0.114626	0.126172	0.033894	1.418797	1.364955	1	1	null	1	null	null	null	null	null	null	null	null	null	1	30.963776	null	16.2	2.122124	null	2.035642	-0.035102	-0.10698	-0.462894	false	false	false	true	2010q1	2026-05-15T00:48:08.686000	2026-05-15T00:49:58.713000	false	null	null	0.103565	0.105518	0.048116	0.138934	0.02051	0.633115	0.119621	-0.029745	true	false	true	true	false	null	null	null	null	null	null	false	false	0.565868	0.575472	0.343458	0.643392	0.464589	0.798658	0.562353	0.134276	null	null	null	null	null	null	2026-05-15T00:50:06.954000	train

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OpenFundex Dataset

A structured dataset of SEC financial filings for deep value analysis and financial distress prediction.

Summary

OpenFundex contains financial statement data extracted from SEC EDGAR filings, enriched with derived financial metrics and labeled with established quality scores (Piotroski F-Score, Altman Z'-Score, Graham metrics). Designed for training ML models to assess company financial health and identify deep value opportunities.

Key design decision: This dataset uses only fundamental data from SEC filings. No market prices or equity trading data are included, eliminating survivorship bias.

Supported Tasks

Tabular Classification: Predict financial distress, bankruptcy, value creation, fundamental improvement
Tabular Regression: Predict quality scores (f_score, z_prime_score, composite_quality_score), growth rates
Anomaly Detection: Identify companies in financial distress or with QA anomalies

Dataset Structure

Splits

Split	Records	Companies	Date Range
train	221,779	11,786	2008-12-31 to 2019-12-31
validation	45,109	7,207	2020-01-31 to 2021-12-31
test	47,334	7,208	2022-01-31 to 2023-12-31
recent	43,288	6,507	2024-01-31 to 2026-02-28

Total records: 357,510

Feature Groups

Group	Count
Identifiers	5
Context	4
Raw Features (SEC XBRL)	33
Derived Features	8
Engineered Features	23
QA Flags	4
Prediction Targets	21
Rank Targets	14

Scoring Models

Piotroski F-Score (0-9): Nine binary signals measuring profitability, leverage, and operating efficiency. Null when no prior quarter available for delta signals.
Altman Z'-Score (Float): Private-firm bankruptcy risk variant with zone classification (safe/grey/distress). Null for financial firms (SIC 6000-6999).
Beneish Coverage (0-8): Count of computable M-Score components. Full M-Score is computed transiently during enrichment but not retained.
Graham Metrics: Graham Number, NCAV/share, tangible book value/share, net working capital/share, defensive score (0-5).
Quality Signals: Cash conversion ratio, accrual ratio, free cash flow margin.
Composite Quality Score: Z-score normalized average of key quality signals within each quarter cross-section.

Target Columns

21 forward-looking prediction targets using same-quarter year-over-year comparisons:

1-Year Targets

Growth rates (6): BVPS, equity, earnings, revenue, OCF, FCF growth
Level/delta (2): Forward ROE, margin expansion
Binary (5): ROA improved, fundamentals improved (≥3 of 5 metrics), value created (equity grew AND ROE>0), survived (filed Q+4 AND no bankruptcy in window; NULL when CIK is in dropout-cause cohort with cause ∈ {form_25_delisting, unexplained_dark} and the PIT gate is met — see Considerations), filed for bankruptcy (petition within 365 days)

2-Year Targets

Growth rates (6): Same metrics as 1-year, over 2-year horizon
Binary (2): Survived (filed Q+8 AND no bankruptcy in window; NULL when CIK is in dropout-cause cohort with cause ∈ {form_25_delisting, unexplained_dark} and the PIT gate is met — see Considerations), filed for bankruptcy (petition within 730 days)

Survived and bankruptcy targets are mutually exclusive by construction. All targets are null when forward quarter data is unavailable. A third NULL state (CP-1 / v0.7.0) excludes Form-25 (M&A proxy) and unexplained-dark dropouts from the negative class to avoid mislabeling acquired companies as failed survivors.

Rank-Transformed Targets (14 columns)

Cross-sectional percentile ranks (0-1] for all Float64 targets, computed per quarter using rank("average") / count(). Raw growth targets are extremely skewed (mean ~3.1, median ~0.03) and produce negative information coefficients for regression models. Rank-transforming yields IC ~0.37.

Dataset Creation

Source Data

All data sourced from SEC EDGAR: Financial Statement Data Sets (FSDS) for fundamentals and Full-Text Search API (EFTS) for 8-K Item 1.03 bankruptcy filings. No market data providers. No third-party data. No equity pricing data.

Pipeline

Ingest: Download quarterly SEC FSDS ZIP files and bankruptcy events from EDGAR
Parse: Extract XBRL financial data, normalize 32 tags to standard fields
Enrich: Compute derived ratios (8), scoring models (5), bankruptcy flags, and QA flags
Label: Generate 21 forward-looking prediction targets (including bankruptcy)
Split: Temporal train/validation/test/recent splits with leakage validation
Evaluate: Quality checks, ML fitness, and publication readiness
Publish: Stage and upload to Hugging Face Hub

Considerations

Known Limitations

XBRL coverage varies: some companies report fewer standardized tags
F-Score delta components require prior quarter data (null for first appearance)
Z'-Score was designed for manufacturing firms; interpretation varies by sector
No market data: cannot compute price-based metrics (P/E, market cap, etc.)
bankruptcy_chapter is populated for bankrupt CIKs (values like "7", "11", "15", "9" extracted via 8-K Item 1.03 filing bodies); non-bankrupt rows are null. Edge cases not yet handled: chapter spelled out as a word ("chapter eleven") and USC-only citations with no "chapter" keyword both yield null.

Bias Considerations

Survivorship bias (Audit C1 / C1.1, 2026-05-05/06): the panel is built from SEC FSDS XBRL filings, so companies that stopped filing leave the panel silently. An audit of the 2009Q2–2026Q1 window classified 8,847 stopped-filing CIKs by cause: 54.4% Form-15 deregistration, 33.3% unexplained-dark, 8.7% bankruptcy, 3.6% Form-25 delisting (M&A proxy). LoPucki BRD intersect analysis (Audit C1.1) shows 21.4% of in-window Chapter 7/11 bankruptcies (83/388) are entirely absent from the panel, concentrated 2009–2011 during the XBRL ramp-up — a structural lower bound on missed bankruptcies.
Survival target NULL semantics (CP-1 / v0.7.0): target_survived_1y and target_survived_2y are set to NULL on rows where the CIK appears in the bundled dropout-cause cohort with cause ∈ {form_25_delisting, unexplained_dark} and the PIT gate is met (Form-25 evidence_date falls inside the label horizon, or unexplained_dark always-NULL). This avoids mislabeling acquired companies (Form-25 = M&A proxy) and unexplained dropouts as failed survivors. Bankruptcy and Form-15 CIKs remain in the negative class. The cohort artifact is shipped with the package at openfundex/cohorts/_data/dropout_causes.parquet and regenerable via ofx cohorts refresh dropout-causes.
Temporal integrity: Strict time-based splits prevent data leakage
Sector bias: Z'-Score thresholds may not be equally applicable across all sectors
Financial firms excluded from Z'-Score: Financial companies (SIC 6000-6999) have null Z'-Score values

License

This dataset is released under the CC-BY-4.0 license.

The underlying SEC data is in the public domain.

Citation

@dataset{openfundex,
  title={OpenFundex: SEC Financial Filings for Deep Value Analysis},
  author={Danielson, Luke},
  year={2026},
  url={https://github.com/danielukea/openfundex},
  license={CC-BY-4.0}
}

Changelog

v0.7.0 — 2026-05-14

target_survived_{1y,2y} NULL semantics widened (CP-1): rows where the CIK appears in the bundled dropout-cause cohort with cause ∈ {form_25_delisting, unexplained_dark} and the PIT gate is met are now NULL instead of False. This excludes M&A proxies and unknown-cause dropouts from the survival negative class to avoid mislabeling acquired companies. Bankruptcy and Form-15 CIKs remain negatives. Schema unchanged; this is a value-contract change. See Considerations § Survivorship bias.
New bundled package data: src/openfundex/cohorts/_data/dropout_causes.parquet (8,847 CIKs classified by precedence). Regenerable via ofx cohorts refresh dropout-causes.

v0.6.0 — 2026-04-17

bankruptcy_chapter populated: Chapter number ("7", "11", "15", "9") is now extracted from the 8-K Item 1.03 filing body for each bankrupt CIK and stored in the bankruptcy_chapter column. Non-bankrupt rows remain null. Extraction uses a guardword-gated Item 1.03 window search; known limitations (word-spelled chapters, USC-only citations) are documented above.

v0.5.0 — 2026-04-17

Loader contract: dataset card now declares explicit configs and data_files. load_dataset("ttchopper/openfundex") returns the QA-filtered historical splits (train/validation/test); unfiltered historical data is available via load_dataset(..., "full"); live 2024+ inference data via load_dataset(..., "live").
Previously the card omitted configs:, causing the Hub to glob all parquets and misassemble splits (paired _clean files were concatenated or surfaced as extra splits, and recent* was not declared at all).
Raw parquet access (hf://datasets/ttchopper/openfundex/train.parquet) is unaffected.

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