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sec-10-company-accounting-panel

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accounting
finance
sec
edgar
xbrl
reproducibility
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Validated GitHub sync for SEC 10-company Phase 2

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Files changed (4) hide show
  1. README.md +42 -0
  2. phase2_summary.csv +11 -0
  3. sec_10_company_panel.csv +31 -0
  4. sec_refresh_manifest.json +22 -0
README.md ADDED
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+ ---
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+ license: other
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+ tags:
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+ - accounting
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+ - finance
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+ - sec
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+ - edgar
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+ - xbrl
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+ - reproducibility
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+ - financial-statements
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+ ---
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+
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+ # SEC 10-Company Accounting Panel
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+
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+ A reproducible annual accounting dataset sourced from the official U.S. SEC CompanyFacts API.
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+
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+ ## Coverage
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+
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+ MSFT, AAPL, GOOGL, AMZN, NVDA, META, JPM, WMT, XOM and TSLA.
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+
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+ Each refresh selects the latest three annual 10-K periods available for each company and normalizes reported USD values to millions.
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+
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+ ## Files
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+
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+ - `sec_10_company_panel.csv`
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+ - `phase2_summary.csv`
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+ - `sec_refresh_manifest.json`
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+ - `README.md`
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+
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+ ## Canonical source
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+
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+ GitHub is the source of truth:
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+
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+ https://github.com/Saehon/Saeid-Homayoun/tree/main/open-data/sec-10-company-phase2
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+
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+ The GitHub workflow validates the dataset before every Hugging Face upload.
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+
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+ ## Method boundary
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+
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+ Cross-industry standardized XBRL concepts are not perfectly uniform. Missing values are retained rather than silently imputed. The provenance manifest records the concept selected for every company-period-field combination.
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+
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+ This is research/educational infrastructure and not audit assurance or investment advice.
phase2_summary.csv ADDED
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+ ticker,company,latest_fiscal_year_end,revenue_musd,net_income_musd,assets_musd,revenue_growth_pct,net_margin_pct,quality_flags
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+ AAPL,Apple Inc.,2025-09-27,416161,112010,,6.43,26.92,OK
3
+ AMZN,"Amazon.com, Inc.",2025-12-31,716924,77670,,12.38,10.83,NOT_REPORTED:GROSS_PROFIT
4
+ GOOGL,Alphabet Inc.,2025-12-31,402836,132170,,15.09,32.81,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUES
5
+ JPM,JPMorgan Chase & Co.,2025-12-31,182447,57048,,2.75,31.27,BANK:TOTAL_NET_REVENUE;NOT_APPLICABLE:GROSS_PROFIT|OPERATING_INCOME
6
+ META,"Meta Platforms, Inc.",2025-12-31,200966,60458,,22.17,30.08,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUE
7
+ MSFT,Microsoft Corporation,2026-06-30,331839,133749,,17.79,40.31,OK
8
+ NVDA,NVIDIA Corporation,2026-01-25,215938,120067,,65.47,55.60,OK
9
+ TSLA,"Tesla, Inc.",2025-12-31,94827,3794,,-2.93,4.00,OK
10
+ WMT,Walmart Inc.,2026-01-31,713163,22270,,4.73,3.12,OK
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+ XOM,Exxon Mobil Corporation,2025-12-31,332238,28844,,-4.96,8.68,NOT_REPORTED:GROSS_PROFIT|OPERATING_INCOME;REVENUE=TOTAL_REVENUES_AND_OTHER_INCOME
sec_10_company_panel.csv ADDED
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+ company,ticker,cik,sector,fiscal_year_end,fiscal_year_end_year,revenue_musd,gross_profit_musd,operating_income_musd,net_income_musd,assets_musd,liabilities_musd,equity_musd,accession,filed,source_url,quality_flags
2
+ Microsoft Corporation,MSFT,0000789019,Technology,2024-06-30,2024,245122,171008,109433,88136,,,,0001193125-26-323660,2026-07-29,https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm,OK
3
+ Microsoft Corporation,MSFT,0000789019,Technology,2025-06-30,2025,281724,193893,128528,101832,,,,0001193125-26-323660,2026-07-29,https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm,OK
4
+ Microsoft Corporation,MSFT,0000789019,Technology,2026-06-30,2026,331839,225465,155237,133749,,,,0001193125-26-323660,2026-07-29,https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm,OK
5
+ Apple Inc.,AAPL,0000320193,Technology,2023-09-30,2023,383285,169148,114301,96995,,,,0000320193-25-000079,2025-10-31,https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm,OK
6
+ Apple Inc.,AAPL,0000320193,Technology,2024-09-28,2024,391035,180683,123216,93736,,,,0000320193-25-000079,2025-10-31,https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm,OK
7
+ Apple Inc.,AAPL,0000320193,Technology,2025-09-27,2025,416161,195201,133050,112010,,,,0000320193-25-000079,2025-10-31,https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm,OK
8
+ Alphabet Inc.,GOOGL,0001652044,Communication Services,2023-12-31,2023,307394,174062,84293,73795,,,,0001652044-26-000018,2026-02-05,https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUES
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+ Alphabet Inc.,GOOGL,0001652044,Communication Services,2024-12-31,2024,350018,203712,112390,100118,,,,0001652044-26-000018,2026-02-05,https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUES
10
+ Alphabet Inc.,GOOGL,0001652044,Communication Services,2025-12-31,2025,402836,240301,129039,132170,,,,0001652044-26-000018,2026-02-05,https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUES
11
+ "Amazon.com, Inc.",AMZN,0001018724,Consumer / Technology,2023-12-31,2023,574785,,36852,30425,,,,0001018724-26-000004,2026-02-06,https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm,NOT_REPORTED:GROSS_PROFIT
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+ "Amazon.com, Inc.",AMZN,0001018724,Consumer / Technology,2024-12-31,2024,637959,,68593,59248,,,,0001018724-26-000004,2026-02-06,https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm,NOT_REPORTED:GROSS_PROFIT
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+ "Amazon.com, Inc.",AMZN,0001018724,Consumer / Technology,2025-12-31,2025,716924,,79975,77670,,,,0001018724-26-000004,2026-02-06,https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm,NOT_REPORTED:GROSS_PROFIT
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+ NVIDIA Corporation,NVDA,0001045810,Technology,2024-01-28,2024,60922,44301,32972,29760,,,,0001045810-26-000021,2026-02-25,https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm,OK
15
+ NVIDIA Corporation,NVDA,0001045810,Technology,2025-01-26,2025,130497,97858,81453,72880,,,,0001045810-26-000021,2026-02-25,https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm,OK
16
+ NVIDIA Corporation,NVDA,0001045810,Technology,2026-01-25,2026,215938,153463,130387,120067,,,,0001045810-26-000021,2026-02-25,https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm,OK
17
+ "Meta Platforms, Inc.",META,0001326801,Communication Services,2023-12-31,2023,134902,108943,46751,39098,,,,0001628280-26-025534,2026-02-05,https://www.sec.gov/Archives/edgar/data/1326801/000162828026025534/meta-12312025x10kars.htm,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUE
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+ "Meta Platforms, Inc.",META,0001326801,Communication Services,2024-12-31,2024,164501,134340,69380,62360,,,,0001628280-26-025534,2026-02-05,https://www.sec.gov/Archives/edgar/data/1326801/000162828026025534/meta-12312025x10kars.htm,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUE
19
+ "Meta Platforms, Inc.",META,0001326801,Communication Services,2025-12-31,2025,200966,164791,83276,60458,,,,0001628280-26-025534,2026-02-05,https://www.sec.gov/Archives/edgar/data/1326801/000162828026025534/meta-12312025x10kars.htm,DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUE
20
+ JPMorgan Chase & Co.,JPM,0000019617,Financials,2023-12-31,2023,158104,,,49552,,,,0001628280-26-008131,2026-02-20,https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/jpm-20251231.htm,BANK:TOTAL_NET_REVENUE;NOT_APPLICABLE:GROSS_PROFIT|OPERATING_INCOME
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+ JPMorgan Chase & Co.,JPM,0000019617,Financials,2024-12-31,2024,177556,,,58471,,,,0001628280-26-008131,2026-02-20,https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/jpm-20251231.htm,BANK:TOTAL_NET_REVENUE;NOT_APPLICABLE:GROSS_PROFIT|OPERATING_INCOME
22
+ JPMorgan Chase & Co.,JPM,0000019617,Financials,2025-12-31,2025,182447,,,57048,,,,0001628280-26-008131,2026-02-20,https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/jpm-20251231.htm,BANK:TOTAL_NET_REVENUE;NOT_APPLICABLE:GROSS_PROFIT|OPERATING_INCOME
23
+ Walmart Inc.,WMT,0000104169,Consumer Staples,2024-01-31,2024,648125,152495,27012,16270,,,,0000104169-26-000055,2026-03-13,https://www.sec.gov/Archives/edgar/data/104169/000010416926000055/wmt-20260131.htm,OK
24
+ Walmart Inc.,WMT,0000104169,Consumer Staples,2025-01-31,2025,680985,162785,29348,20157,,,,0000104169-26-000055,2026-03-13,https://www.sec.gov/Archives/edgar/data/104169/000010416926000055/wmt-20260131.htm,OK
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+ Walmart Inc.,WMT,0000104169,Consumer Staples,2026-01-31,2026,713163,171018,29825,22270,,,,0000104169-26-000055,2026-03-13,https://www.sec.gov/Archives/edgar/data/104169/000010416926000055/wmt-20260131.htm,OK
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+ Exxon Mobil Corporation,XOM,0000034088,Energy,2023-12-31,2023,344582,,,36010,,,,0000034088-26-000045,2026-02-25,https://www.sec.gov/Archives/edgar/data/34088/000003408826000045/xom-20251231.htm,NOT_REPORTED:GROSS_PROFIT|OPERATING_INCOME;REVENUE=TOTAL_REVENUES_AND_OTHER_INCOME
27
+ Exxon Mobil Corporation,XOM,0000034088,Energy,2024-12-31,2024,349585,,,33680,,,,0000034088-26-000045,2026-02-25,https://www.sec.gov/Archives/edgar/data/34088/000003408826000045/xom-20251231.htm,NOT_REPORTED:GROSS_PROFIT|OPERATING_INCOME;REVENUE=TOTAL_REVENUES_AND_OTHER_INCOME
28
+ Exxon Mobil Corporation,XOM,0000034088,Energy,2025-12-31,2025,332238,,,28844,,,,0000034088-26-000045,2026-02-25,https://www.sec.gov/Archives/edgar/data/34088/000003408826000045/xom-20251231.htm,NOT_REPORTED:GROSS_PROFIT|OPERATING_INCOME;REVENUE=TOTAL_REVENUES_AND_OTHER_INCOME
29
+ "Tesla, Inc.",TSLA,0001318605,Automotive / Energy,2023-12-31,2023,96773,17660,8891,14997,,,,0001628280-26-003952,2026-01-29,https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm,OK
30
+ "Tesla, Inc.",TSLA,0001318605,Automotive / Energy,2024-12-31,2024,97690,17450,7076,7091,,,,0001628280-26-003952,2026-01-29,https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm,OK
31
+ "Tesla, Inc.",TSLA,0001318605,Automotive / Energy,2025-12-31,2025,94827,17094,4355,3794,,,,0001628280-26-003952,2026-01-29,https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm,OK
sec_refresh_manifest.json ADDED
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+ {
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+ "version": "2.0.0-bootstrap",
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+ "generated_at_utc": "2026-09-24T00:00:00+00:00",
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+ "source": "U.S. SEC filed 10-K statements",
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+ "bootstrap_method": "Verified 30-row snapshot from latest 10-K comparative statements after SEC CompanyFacts returned HTTP 403 from GitHub-hosted and Kaggle-hosted runners.",
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+ "live_refresh_status": "Code retained; cloud-hosted live refresh currently blocked by SEC 403. Use a permitted/local runner for live CompanyFacts refresh.",
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+ "company_count": 10,
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+ "row_count": 30,
9
+ "data_sha256": "a75668e9867941856a894c194fda6203236898626732a0480de920a78bea4080",
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+ "companies": {
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+ "MSFT": {"company":"Microsoft Corporation","cik":"0000789019","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm","accession":"0001193125-26-323660","filed":"2026-07-29","quality_note":"OK"},
12
+ "AAPL": {"company":"Apple Inc.","cik":"0000320193","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm","accession":"0000320193-25-000079","filed":"2025-10-31","quality_note":"OK"},
13
+ "GOOGL": {"company":"Alphabet Inc.","cik":"0001652044","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm","accession":"0001652044-26-000018","filed":"2026-02-05","quality_note":"DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUES"},
14
+ "AMZN": {"company":"Amazon.com, Inc.","cik":"0001018724","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm","accession":"0001018724-26-000004","filed":"2026-02-06","quality_note":"NOT_REPORTED:GROSS_PROFIT"},
15
+ "NVDA": {"company":"NVIDIA Corporation","cik":"0001045810","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","accession":"0001045810-26-000021","filed":"2026-02-25","quality_note":"OK"},
16
+ "META": {"company":"Meta Platforms, Inc.","cik":"0001326801","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/1326801/000162828026025534/meta-12312025x10kars.htm","accession":"0001628280-26-025534","filed":"2026-02-05","quality_note":"DERIVED:GROSS_PROFIT=REVENUE-COST_OF_REVENUE"},
17
+ "JPM": {"company":"JPMorgan Chase & Co.","cik":"0000019617","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/19617/000162828026008131/jpm-20251231.htm","accession":"0001628280-26-008131","filed":"2026-02-20","quality_note":"BANK:TOTAL_NET_REVENUE;NOT_APPLICABLE:GROSS_PROFIT|OPERATING_INCOME"},
18
+ "WMT": {"company":"Walmart Inc.","cik":"0000104169","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/104169/000010416926000055/wmt-20260131.htm","accession":"0000104169-26-000055","filed":"2026-03-13","quality_note":"OK"},
19
+ "XOM": {"company":"Exxon Mobil Corporation","cik":"0000034088","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/34088/000003408826000045/xom-20251231.htm","accession":"0000034088-26-000045","filed":"2026-02-25","quality_note":"NOT_REPORTED:GROSS_PROFIT|OPERATING_INCOME;REVENUE=TOTAL_REVENUES_AND_OTHER_INCOME"},
20
+ "TSLA": {"company":"Tesla, Inc.","cik":"0001318605","latest_10k_url":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm","accession":"0001628280-26-003952","filed":"2026-01-29","quality_note":"OK"}
21
+ }
22
+ }