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US datasets

Filings, events, ownership, market and news datasets for NASDAQ, NYSE and AMEX listings.

Filings & Events

Earnings calendar Scheduled and recent earnings dates with reported and estimated figures. Reported vs estimated earnings Reported earnings beside the estimate recorded before the report, with the difference. Earnings call transcripts Transcripts of company earnings calls for S&P 500 and Nasdaq-100 companies. Mergers & acquisitions Merger and acquisition filings naming the acquirer and the target. Delisted companies Companies removed from NASDAQ, NYSE or AMEX, with the delisting date. Symbol changes Ticker symbol changes with the old and the new symbol. Analyst estimates Consensus analyst estimates for future fiscal periods, shown for research only. Financial statements (provider) Income statement, balance sheet and cash-flow headlines by period as compiled by a third-party data provider, with every line item in the row detail. Trailing-twelve-month metrics (provider) Valuation multiples, margins, returns and balance-sheet ratios over the trailing twelve months, as computed by a third-party data provider. Altman Z-Score and Piotroski F-Score (provider formulas) The Altman Z-Score and Piotroski F-Score formula values a third-party data provider computes, with the statement inputs it states. Revenue segments (provider) Revenue by product and by geography for each period, as compiled by a third-party data provider. Peer lists (provider) The companies a third-party data provider lists as each company's peers, as printed. Dividends calendar Upcoming and recent dividends with ex-dividend, record, payment and declaration dates, as the provider reports them. Stock splits calendar Upcoming and recent stock splits with the ratio the provider reports. Form 8-K filings Current reports on Form 8-K filed by NASDAQ, NYSE and AMEX listed companies in the last week. Financial statement filings Filings carrying financial statements (10-K, 10-Q, 20-F, 6-K and amendments) by NASDAQ, NYSE and AMEX listed companies. SEC filings Every SEC filing of one NASDAQ, NYSE or AMEX listed company over the last year, with links to the filings. Crowdfunding offerings Regulation Crowdfunding offerings filed with the SEC on Form C, with the target and maximum amounts. Exempt offerings (Form D) Notices of exempt securities offerings filed with the SEC on Form D, with amounts offered and sold. Company notes Notes and bonds issued by NASDAQ, NYSE and AMEX listed companies, as the provider lists them.

Ownership & Governance

Executive compensation Summary compensation of named executives as filed with the SEC. Employee count Employee counts reported in company filings. ESG disclosures Environmental, social and governance scores as disclosed by the provider. ESG risk ratings Provider ESG risk ratings and industry ranks, shown as published. Senate trading disclosures Securities transactions disclosed by US senators, shown as filed. House trading disclosures Securities transactions disclosed by members of the US House of Representatives, shown as filed. ETFs holding a stock The ETFs worldwide the provider reports as holding one listing, with the weight and shares held. Fund holdings (Form N-PORT) Mutual funds and ETFs that reported holding a NASDAQ, NYSE or AMEX listing in their latest SEC Form N-PORT filings, and the latest N-PORT portfolios of the site's US ETFs. Institutional 13F filings Form 13F holdings reports filed by institutional investment managers, with links to the filings. Institutional holders (Form 13F) Institutional managers that reported a position in a NASDAQ, NYSE or AMEX listing on Form 13F, with shares and value. 13F manager portfolio summary Quarter-by-quarter size, turnover and provider-estimated performance of large institutional managers' 13F portfolios. 13F manager industry weights How large institutional managers' 13F portfolios are spread across SEC industry classifications. Insider transactions Transactions by officers, directors and large holders reported on SEC Forms 3, 4 and 5 for NASDAQ, NYSE and AMEX listings. Insider filing statistics Quarterly counts of insider acquisitions and disposals reported for NASDAQ, NYSE and AMEX listings, as the provider tallies them. Beneficial ownership (13D/13G) Schedule 13D and 13G filings by holders of more than five percent of a NASDAQ, NYSE or AMEX listing's class. ESG sector benchmark The provider's average environmental, social and governance scores by sector and fiscal period.

Markets

Extended-hours quotes Latest pre-market and after-hours bid, ask and trade. ETF sector weights Sector weightings of ETFs as published by the provider. ETF country weights Country weightings of ETFs as published by the provider. S&P 500 changes Historical additions to and removals from the S&P 500. Nasdaq-100 changes Historical additions to and removals from the Nasdaq-100. Dow 30 changes Historical additions to and removals from the Dow Jones Industrial Average. Commitments of Traders Weekly positions from the official CFTC Commitments of Traders report for US futures markets. US Treasury rates Daily US Treasury yields from one month to thirty years. US economic indicators Values of US economic indicators by date, as published by the provider. S&P 500 constituents Current members of the S&P 500 with the provider's sector and the date each was added. Nasdaq-100 constituents Current members of the Nasdaq-100 with the provider's sector and the date each was added. Dow 30 constituents Current members of the Dow Jones Industrial Average with the provider's sector and the date each was added. Biggest gainers US stocks with the largest price rises in the provider's latest snapshot. Biggest losers US stocks with the largest price falls in the provider's latest snapshot. Most active stocks The most actively traded US stocks in the provider's latest snapshot. Sector performance The provider's average daily change by sector for this exchange. Industry performance The provider's average daily change by industry for this exchange. Sector P/E The provider's price-to-earnings ratio by sector for this exchange. Industry P/E The provider's price-to-earnings ratio by industry for this exchange. ETF holdings Every holding of one ETF listed on this market, with its weight, shares and market value, as the provider reports it. ETF information Issuer, expense ratio, net asset value, assets under management and holdings count of the ETFs listed on this market.

News

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