Datasets:

elroyg
/

fin-jepa-study0

cik string	ticker string	fiscal_year int64	period_end date32	filed_date date32	sector string	sic_code string	total_assets float64	total_liabilities float64	total_equity float64	current_assets float64	current_liabilities float64	retained_earnings float64	cash_equivalents float64	total_debt float64	total_revenue float64	cost_of_sales float64	operating_income float64	net_income float64	interest_expense float64	cash_from_operations float64	cash_from_investing float64	cash_from_financing float64	stock_decline int8	earnings_restate int8	audit_qualification int8	sec_enforcement int8	bankruptcy int8	earnings_restate_source string	fwd_ret_252d float64	mkt_adj_252d float64	delisted bool	period_end_xbrl date32	period_end_label date32
0000001750	AIR	2,014	2012-05-31	2014-07-17	Manufacturing	3720	2,195,700,000	null	918,600,000	1,033,700,000	389,000,000	584,900,000	57,400,000	622,200,000	2,065,000,000	1,208,600,000	null	67,700,000	37,700,000	94,200,000	-390,200,000	306,800,000	0	0	null	0	0	none	0.555211	0.404592	false	2012-05-31	2012-05-31
0000001750	AIR	2,015	2013-05-31	2015-07-15	Manufacturing	3720	2,136,900,000	null	999,500,000	1,111,400,000	402,100,000	646,000,000	67,700,000	564,300,000	1,807,900,000	840,900,000	null	55,000,000	29,100,000	162,900,000	-32,800,000	-123,700,000	0	0	null	0	0	none	0.083106	-0.118145	false	2013-05-31	2013-05-31
0000001750	AIR	2,016	2014-05-31	2016-07-13	Manufacturing	3720	2,159,800,000	null	919,500,000	895,800,000	412,000,000	644,300,000	75,300,000	82,400,000	1,709,100,000	794,000,000	null	72,900,000	28,300,000	139,800,000	-40,900,000	-85,900,000	0	0	null	0	0	none	-0.118848	-0.103157	false	2014-05-31	2014-05-31
0000001750	AIR	2,017	2015-05-31	2017-07-12	Manufacturing	3720	1,454,100,000	null	1,000,700,000	881,700,000	341,400,000	681,600,000	89,200,000	136,100,000	1,621,400,000	891,000,000	null	10,200,000	27,200,000	-43,000,000	689,200,000	-678,100,000	0	0	null	0	0	none	0.026073	-0.072331	false	2015-05-31	2015-05-31
0000001750	AIR	2,018	2017-05-31	2018-07-11	Manufacturing	3720	1,504,100,000	null	914,200,000	888,400,000	335,000,000	727,900,000	10,300,000	154,100,000	1,525,400,000	785,300,000	null	47,700,000	6,400,000	32,100,000	-16,900,000	-38,400,000	0	0	null	0	0	none	0.278034	0.10307	false	2017-05-31	2017-05-31
0000001800	ABT	2,014	2012-12-31	2015-02-27	Health Care	2834	67,235,000,000	null	25,171,000,000	19,247,000,000	9,507,000,000	21,979,000,000	6,813,000,000	6,561,000,000	19,050,000,000	8,899,000,000	1,360,000,000	5,963,000,000	320,000,000	9,314,000,000	-5,560,000,000	195,000,000	0	1	null	0	0	edgar	0.104375	-0.076738	false	2012-12-31	2012-12-31
0000001800	ABT	2,015	2013-12-31	2016-02-19	Health Care	2834	42,937,000,000	null	21,526,000,000	13,556,000,000	10,467,000,000	22,874,000,000	10,802,000,000	7,830,000,000	19,657,000,000	9,193,000,000	2,133,000,000	2,576,000,000	145,000,000	3,324,000,000	-3,929,000,000	-6,696,000,000	0	0	null	0	0	none	0.206721	0.107381	false	2013-12-31	2013-12-31
0000001800	ABT	2,016	2014-12-31	2017-02-17	Health Care	2834	41,207,000,000	null	21,211,000,000	14,155,000,000	9,186,000,000	25,757,000,000	3,475,000,000	9,001,000,000	20,247,000,000	9,218,000,000	2,599,000,000	2,284,000,000	150,000,000	3,675,000,000	-202,000,000	-2,742,000,000	0	0	null	0	0	none	-0.080174	-0.076225	false	2014-12-31	2014-12-31
0000001800	ABT	2,017	2015-12-31	2018-02-16	Health Care	2834	41,247,000,000	null	20,538,000,000	26,776,000,000	6,660,000,000	25,565,000,000	4,063,000,000	22,006,000,000	20,405,000,000	8,747,000,000	2,867,000,000	4,423,000,000	163,000,000	2,966,000,000	406,000,000	-2,236,000,000	0	0	null	0	0	none	0.095007	-0.039511	false	2015-12-31	2015-12-31
0000001800	ABT	2,018	2016-12-31	2019-02-22	Health Care	2834	52,666,000,000	null	30,897,000,000	20,147,000,000	8,912,000,000	23,978,000,000	9,407,000,000	27,924,000,000	20,853,000,000	9,094,000,000	3,026,000,000	1,400,000,000	431,000,000	3,203,000,000	-248,000,000	11,147,000,000	0	0	null	0	0	none	0.30534	0.2041	false	2016-12-31	2016-12-31
0000001800	ABT	2,019	2017-12-31	2020-02-21	Health Care	2834	76,250,000,000	null	30,524,000,000	14,632,000,000	9,012,000,000	24,560,000,000	3,844,000,000	19,566,000,000	27,390,000,000	12,409,000,000	1,564,000,000	477,000,000	904,000,000	5,570,000,000	-9,618,000,000	-5,281,000,000	0	0	null	0	0	none	0.331225	0.226393	false	2017-12-31	2017-12-31
0000002098	ACU	2,013	2012-12-31	2014-03-06	Manufacturing	3420	67,827,816	36,961,513	27,774,927	58,409,166	11,730,217	27,082,118	7,853,343	24,319,829	16,878,000	10,934,000	5,360,520	260,000	443,657	-1,272,612	-2,288,364	5,394,693	0	0	null	0	0	none	0.320751	0.139638	false	2012-12-31	2012-12-31
0000002098	ACU	2,014	2013-12-31	2015-03-06	Manufacturing	3420	68,078,979	33,073,734	30,866,303	56,985,606	9,875,950	30,099,449	9,749,864	22,911,829	89,576,777	11,224,000	5,879,096	309,000	502,407	6,475,466	-2,967,181	-1,607,214	0	0	null	0	0	none	0.131622	0.032282	false	2013-12-31	2013-12-31
0000002098	ACU	2,015	2014-12-31	2016-03-11	Manufacturing	3420	79,308,086	39,880,030	35,005,245	57,511,406	15,363,180	33,784,270	11,643,764	24,146,841	107,222,306	12,275,000	7,394,461	368,000	490,110	4,649,020	-15,193,423	1,309,673	0	0	null	0	0	none	-0.089664	-0.085715	false	2014-12-31	2014-12-31
0000002098	ACU	2,016	2015-12-31	2017-03-10	Manufacturing	3420	81,421,366	38,237,805	39,428,056	59,633,487	11,936,753	37,340,395	2,285,660	25,912,652	109,812,000	14,402,000	7,347,006	436,000	570,080	1,079,738	-1,913,629	1,136,049	0	0	null	0	0	none	0.514396	0.379877	false	2015-12-31	2015-12-31
0000002098	ACU	2,017	2016-12-31	2018-03-15	Manufacturing	3420	92,066,092	45,945,746	43,183,561	64,961,486	12,819,748	41,861,675	2,425,891	32,935,858	124,574,000	16,103,000	8,442,056	565,000	868,626	8,857,211	-8,810,104	3,470,827	1	0	null	0	0	none	-0.241479	-0.342719	false	2016-12-31	2016-12-31
0000002098	ACU	2,018	2017-12-31	2019-03-15	Manufacturing	3420	114,729,806	64,791,813	46,120,346	77,817,645	16,782,971	44,467,077	5,910,770	43,450,348	27,745,000	17,181,000	7,883,053	659,000	1,356,536	4,810,876	-14,379,308	12,909,468	1	0	null	0	0	none	-0.143291	-0.248123	false	2017-12-31	2017-12-31
0000002186	BKTI	2,013	2012-12-31	2014-03-05	Business Equipment	3663	33,960,000	3,776,000	28,069,000	27,332,000	3,695,000	-2,547,000	2,693,000	null	27,576,000	14,511,000	2,893,000	2,065,000	null	4,604,000	-739,000	23,000	0	0	null	0	0	none	0.381934	0.200821	false	2012-12-31	2012-12-31
0000002186	BKTI	2,014	2013-12-31	2015-03-04	Business Equipment	3663	34,023,000	2,603,000	30,184,000	28,120,000	2,456,000	-1,405,000	6,581,000	null	27,023,000	15,276,000	1,641,000	1,142,000	null	1,990,000	-678,000	52,000	0	0	null	0	0	none	0.660886	0.561547	false	2013-12-31	2013-12-31
0000002186	BKTI	2,015	2014-12-31	2016-03-02	Business Equipment	3663	36,986,000	3,753,000	31,420,000	28,662,000	3,541,000	218,000	7,945,000	null	30,971,000	17,784,000	2,528,000	1,623,000	null	3,971,000	-697,000	144,000	1	0	null	0	0	none	-0.299777	-0.295828	false	2014-12-31	2014-12-31
0000002186	BKTI	2,016	2015-12-31	2017-03-01	Business Equipment	3663	39,449,000	4,629,000	33,233,000	28,154,000	4,263,000	1,259,000	11,363,000	null	29,722,000	17,440,000	1,430,000	1,041,000	null	-2,936,000	-3,850,000	92,000	0	0	null	0	0	none	0.141555	0.007036	false	2015-12-31	2015-12-31
0000002186	BKTI	2,017	2016-12-31	2018-03-06	Business Equipment	3663	42,544,000	6,770,000	34,820,000	29,767,000	6,362,000	240,000	4,669,000	null	50,689,000	33,612,000	4,285,000	2,689,000	null	10,721,000	-1,875,000	-2,605,000	1	0	null	0	0	none	-0.239918	-0.341159	false	2016-12-31	2016-12-31
0000002186	BKTI	2,018	2017-12-31	2019-02-27	Business Equipment	3663	42,801,000	10,794,000	35,774,000	36,985,000	10,313,000	-5,450,000	10,910,000	null	39,395,000	29,845,000	-5,027,000	-3,626,000	null	-2,286,000	2,014,000	-3,491,000	0	0	null	0	0	none	0.114049	0.009217	false	2017-12-31	2017-12-31
0000002488	AMD	2,013	2012-12-29	2014-02-18	Business Equipment	3674	4,000,000,000	null	1,013,000,000	2,265,000,000	1,397,000,000	-6,160,000,000	606,000,000	null	6,568,000,000	3,628,000,000	368,000,000	491,000,000	180,000,000	382,000,000	-113,000,000	-6,000,000	0	0	null	0	0	none	0.466553	0.297084	false	2012-12-29	2012-12-26
0000002488	AMD	2,014	2013-12-28	2015-02-19	Business Equipment	3674	4,337,000,000	null	1,590,000,000	2,884,000,000	1,618,000,000	-6,243,000,000	869,000,000	2,041,000,000	5,422,000,000	4,187,000,000	-1,056,000,000	-1,183,000,000	175,000,000	-338,000,000	-19,000,000	37,000,000	1	0	null	0	0	none	-0.424157	-0.528424	false	2013-12-28	2013-12-26
0000002488	AMD	2,015	2014-12-27	2016-02-18	Business Equipment	3674	3,767,000,000	null	538,000,000	2,736,000,000	1,440,000,000	-6,646,000,000	549,000,000	2,197,000,000	5,299,000,000	3,321,000,000	103,000,000	-83,000,000	177,000,000	-148,000,000	455,000,000	13,000,000	0	0	null	0	0	none	0.047891	0.057224	false	2014-12-27	2014-12-26
0000002488	AMD	2,016	2015-12-26	2017-02-21	Business Equipment	3674	3,084,000,000	null	544,000,000	2,320,000,000	1,403,000,000	-7,306,000,000	869,000,000	2,237,000,000	5,506,000,000	3,667,000,000	-155,000,000	-403,000,000	177,000,000	-98,000,000	-12,000,000	46,000,000	0	0	null	0	0	none	1.594945	1.455617	false	2015-12-26	2015-12-26
0000002488	AMD	2,017	2016-12-31	2018-02-27	Business Equipment	3674	3,321,000,000	null	187,000,000	2,530,000,000	1,346,000,000	-7,803,000,000	805,000,000	1,435,000,000	3,991,000,000	2,911,000,000	-481,000,000	-660,000,000	160,000,000	-226,000,000	147,000,000	59,000,000	1	0	null	0	0	none	-0.314811	-0.424334	false	2016-12-31	2016-12-26
0000002488	AMD	2,018	2017-12-30	2019-02-08	Business Equipment	3674	3,552,000,000	null	-350,000,000	2,634,000,000	1,513,000,000	-7,742,000,000	1,264,000,000	1,465,000,000	4,319,000,000	3,316,000,000	-373,000,000	-498,000,000	156,000,000	81,000,000	277,000,000	122,000,000	0	0	null	0	0	none	0.868822	0.815067	false	2017-12-30	2017-12-26
0000002969	APD	2,014	2012-09-30	2014-11-24	Chemicals	2810	16,941,800,000	10,275,400,000	7,042,100,000	3,439,100,000	3,227,600,000	9,646,400,000	454,400,000	6,273,600,000	9,611,700,000	7,051,900,000	1,282,400,000	1,167,300,000	123,700,000	1,765,100,000	-2,435,200,000	-78,400,000	0	0	null	0	0	none	0.313767	0.054475	false	2012-09-30	2012-09-30
0000002969	APD	2,015	2014-09-30	2015-11-24	Chemicals	2810	17,779,100,000	9,970,500,000	7,365,800,000	3,294,800,000	2,963,000,000	9,993,200,000	450,400,000	6,118,500,000	10,180,400,000	7,472,100,000	1,324,400,000	994,200,000	141,800,000	1,553,100,000	-1,697,000,000	115,400,000	0	1	null	0	0	xbrl	-0.084929	-0.079071	false	2014-09-30	2014-09-30
0000002969	APD	2,017	2015-09-30	2017-11-16	Chemicals	2810	17,316,600,000	10,815,200,000	7,079,600,000	4,317,300,000	3,283,100,000	10,475,500,000	183,100,000	935,800,000	7,824,300,000	5,598,200,000	1,233,200,000	1,277,900,000	102,800,000	2,047,000,000	-1,146,700,000	-960,400,000	0	0	null	0	0	none	0.188251	0.108936	false	2015-09-30	2015-09-30
0000002969	APD	2,018	2016-09-30	2018-11-20	Chemicals	2810	18,028,600,000	8,281,700,000	10,086,200,000	5,876,700,000	2,489,000,000	12,846,600,000	1,293,200,000	144,000,000	7,503,700,000	5,177,300,000	1,535,100,000	631,100,000	115,200,000	2,258,800,000	-864,800,000	-860,200,000	0	0	null	0	0	none	0.153528	-0.0193	false	2016-09-30	2016-09-30
0000003197	CECO	2,013	2012-12-31	2014-03-14	Manufacturing	3564	94,104,000	32,110,000	42,990,000	64,321,000	27,540,000	9,691,000	12,724,000	79,160,000	135,052,000	92,609,000	16,683,000	10,850,000	1,168,000	16,829,000	-3,891,000	-2,668,000	0	0	null	0	0	none	0.322165	0.141052	false	2012-12-31	2012-12-31
0000003197	CECO	2,014	2013-12-31	2015-03-18	Manufacturing	3564	349,210,000	178,804,000	42,990,000	124,436,000	59,333,000	11,911,000	12,724,000	89,082,000	135,052,000	92,609,000	16,683,000	10,850,000	1,168,000	16,829,000	-3,891,000	-2,668,000	1	0	null	0	0	none	-0.429129	-0.528468	false	2013-12-31	2013-12-31
0000003197	CECO	2,015	2014-12-31	2016-03-23	Manufacturing	3564	412,107,000	230,883,000	181,224,000	142,967,000	77,839,000	19,051,000	22,294,000	111,856,000	197,317,000	135,762,000	6,972,000	6,557,000	1,499,000	24,181,000	-105,594,000	81,080,000	1	0	null	0	0	none	-0.501646	-0.497697	false	2014-12-31	2014-12-31
0000003197	CECO	2,016	2015-12-31	2017-03-14	Manufacturing	3564	598,819,000	353,798,000	239,153,000	228,456,000	148,173,000	5,472,000	21,961,000	177,328,000	263,217,000	178,394,000	21,663,000	13,077,000	3,138,000	17,665,000	-37,812,000	16,348,000	0	0	null	0	0	none	0.556657	0.422138	false	2015-12-31	2015-12-31
0000003197	CECO	2,017	2016-12-31	2018-03-09	Manufacturing	3564	498,634,000	308,552,000	190,082,000	212,978,000	146,358,000	-41,741,000	18,162,000	123,193,000	367,422,000	258,251,000	4,949,000	-5,602,000	5,964,000	12,637,000	-35,039,000	38,920,000	1	0	null	0	0	none	-0.830853	-0.932094	false	2016-12-31	2016-12-31
0000003197	CECO	2,018	2017-12-31	2019-03-07	Manufacturing	3564	438,549,000	251,980,000	186,569,000	173,942,000	107,851,000	-52,673,000	29,902,000	114,833,000	417,011,000	282,152,000	-25,562,000	-38,218,000	7,712,000	69,599,000	-1,406,000	-57,988,000	0	0	null	0	0	none	0.530893	0.426061	false	2017-12-31	2017-12-31
0000003453	MATX	2,014	2012-12-31	2015-02-27	Other	4400	1,174,300,000	null	1,122,500,000	348,900,000	200,600,000	67,700,000	114,500,000	331,600,000	1,560,000,000	null	96,700,000	45,900,000	11,700,000	94,000,000	-6,300,000	-74,500,000	0	0	null	0	0	none	0.049319	-0.131794	false	2012-12-31	2012-12-31
0000003453	MATX	2,015	2013-12-31	2016-02-26	Other	4400	1,248,300,000	null	279,900,000	519,500,000	223,500,000	109,800,000	293,400,000	395,200,000	1,637,200,000	null	100,300,000	53,700,000	14,400,000	195,700,000	-40,000,000	-61,100,000	0	0	null	0	0	none	0.558587	0.459247	false	2013-12-31	2013-12-31
0000003453	MATX	2,016	2014-12-31	2017-02-24	Other	4400	1,401,800,000	null	338,200,000	277,900,000	297,600,000	177,000,000	25,500,000	451,900,000	1,714,200,000	null	140,000,000	70,800,000	17,300,000	165,700,000	-50,500,000	63,700,000	0	0	null	0	0	none	-0.031379	-0.02743	false	2014-12-31	2014-12-31
0000003453	MATX	2,017	2015-12-31	2018-02-23	Other	4400	1,669,800,000	null	363,800,000	274,200,000	277,600,000	196,600,000	13,900,000	770,700,000	1,884,900,000	null	196,300,000	103,000,000	18,500,000	245,300,000	-63,800,000	-449,400,000	1	1	null	0	0	edgar	-0.230775	-0.365294	false	2015-12-31	2015-12-31
0000003453	MATX	2,018	2017-12-31	2019-03-04	Other	4400	2,251,600,000	null	450,600,000	266,000,000	286,300,000	380,500,000	13,900,000	887,900,000	1,941,600,000	null	156,700,000	81,400,000	24,100,000	157,800,000	-320,700,000	151,300,000	0	1	null	0	0	edgar	0.299128	0.194296	false	2017-12-31	2017-12-31
0000003499	ALX	2,013	2012-12-31	2014-02-24	Finance	6798	1,481,810,000	1,149,657,000	332,153,000	null	null	296,797,000	397,220,000	null	null	null	97,686,000	79,423,000	null	92,514,000	383,000	16,502,000	0	0	null	0	0	none	0.130996	-0.050117	false	2012-12-31	2012-12-31
0000003499	ALX	2,014	2013-12-31	2015-02-17	Finance	6798	1,457,724,000	1,124,143,000	333,581,000	null	null	297,515,000	506,619,000	null	null	null	95,580,000	674,387,000	null	109,707,000	710,077,000	-973,007,000	0	0	null	0	0	none	0.267807	0.168468	false	2013-12-31	2013-12-31
0000003499	ALX	2,015	2014-12-31	2016-02-16	Finance	6798	1,418,392,000	1,069,993,000	332,153,000	null	null	299,004,000	353,396,000	null	null	null	97,516,000	56,915,000	null	73,883,000	-7,320,000	-72,241,000	0	0	null	0	0	none	-0.145365	-0.141416	false	2014-12-31	2014-12-31
0000003499	ALX	2,016	2015-12-31	2017-02-13	Finance	6798	1,447,808,000	1,094,928,000	333,581,000	null	null	304,340,000	347,718,000	null	null	null	96,689,000	67,925,000	null	49,487,000	-81,520,000	-87,870,000	0	0	null	0	0	none	0.151881	0.017362	false	2015-12-31	2015-12-31
0000003499	ALX	2,017	2016-12-31	2018-02-12	Finance	6798	1,451,230,000	1,098,385,000	348,399,000	null	null	308,995,000	227,815,000	null	null	null	95,205,000	76,907,000	null	106,201,000	-25,123,000	-48,839,000	0	0	null	0	0	none	-0.06842	-0.169661	false	2016-12-31	2016-12-31
0000003499	ALX	2,018	2017-12-31	2019-02-11	Finance	6798	1,632,395,000	1,288,440,000	352,880,000	null	null	302,543,000	259,349,000	null	226,936,000	null	105,461,000	86,477,000	null	130,820,000	-15,506,000	-85,292,000	0	0	null	0	0	none	0.039826	-0.065006	false	2017-12-31	2017-12-31
0000003570	LNG	2,014	2012-12-31	2015-02-20	Utilities	4924	4,639,085,000	null	179,682,000	1,591,180,000	237,011,000	-2,100,907,000	459,160,000	6,576,273,000	266,220,000	null	-75,832,000	-332,780,000	200,811,000	-107,840,000	-84,534,000	-65,075,000	0	1	null	0	0	edgar	0.683617	0.502504	false	2012-12-31	2012-12-31
0000003570	LNG	2,015	2013-12-31	2016-02-19	Utilities	4924	9,673,237,000	null	-164,177,000	2,258,877,000	232,475,000	-2,648,839,000	201,711,000	9,806,084,000	267,213,000	null	-328,328,000	-507,922,000	178,400,000	-52,436,000	-29,423,000	840,990,000	0	1	null	0	0	edgar	0.33531	0.235971	false	2013-12-31	2013-12-31
0000003570	LNG	2,016	2015-12-31	2017-02-24	Utilities	4924	18,809,053,000	null	-901,850,000	1,782,586,000	2,185,268,000	-3,623,948,000	1,747,583,000	16,593,806,000	267,954,000	-342,000	-272,179,000	-547,932,000	181,236,000	-262,798,000	-2,896,420,000	3,349,044,000	0	1	null	0	0	edgar	0.323806	0.189287	false	2015-12-31	2015-12-31
0000003570	LNG	2,017	2016-12-31	2018-02-21	Utilities	4924	23,703,000,000	null	-1,396,000,000	2,238,000,000	1,077,000,000	-4,234,000,000	876,000,000	21,935,000,000	271,000,000	-15,000,000	-449,000,000	-975,000,000	322,000,000	-483,000,000	-6,984,000,000	6,423,000,000	0	1	null	0	0	edgar	0.132738	0.031498	false	2016-12-31	2016-12-31
0000003570	LNG	2,018	2017-12-31	2019-02-26	Utilities	4924	27,906,000,000	null	-1,764,000,000	3,369,000,000	1,251,000,000	-4,627,000,000	722,000,000	25,336,000,000	1,283,000,000	582,000,000	-30,000,000	-610,000,000	488,000,000	-404,000,000	-4,413,000,000	4,908,000,000	0	1	null	0	0	edgar	0.242469	0.137637	false	2017-12-31	2017-12-31
0000004127	SWKS	2,013	2012-09-28	2013-11-18	Business Equipment	3674	2,136,600,000	231,100,000	1,316,700,000	883,300,000	182,700,000	100,800,000	459,400,000	null	1,418,900,000	798,600,000	295,300,000	226,600,000	1,900,000	365,800,000	-349,900,000	-64,500,000	0	1	null	0	0	edgar	0.341386	0.082094	false	2012-09-28	2012-10-02
0000004127	SWKS	2,014	2013-09-27	2014-11-25	Business Equipment	3674	2,333,100,000	232,000,000	1,609,300,000	1,073,300,000	179,700,000	378,900,000	410,800,000	null	1,568,600,000	901,500,000	255,600,000	202,000,000	null	285,200,000	-302,800,000	-86,100,000	0	1	null	0	0	edgar	0.941386	0.833513	false	2013-09-27	2013-10-02
0000004127	SWKS	2,015	2014-10-03	2015-11-24	Business Equipment	3674	2,973,800,000	441,400,000	1,905,500,000	1,429,200,000	297,600,000	794,900,000	307,100,000	null	1,792,000,000	1,025,400,000	345,100,000	278,100,000	null	499,700,000	-123,000,000	-172,700,000	0	1	null	0	0	edgar	0.064308	0.0716	false	2014-10-03	2014-10-02
0000004127	SWKS	2,016	2015-10-02	2016-11-22	Business Equipment	3674	3,719,400,000	560,200,000	2,101,100,000	1,914,700,000	463,900,000	1,469,200,000	511,100,000	null	2,291,500,000	1,268,800,000	565,200,000	457,700,000	null	772,400,000	-357,100,000	-120,600,000	0	1	null	0	0	edgar	-0.012221	-0.103295	false	2015-10-02	2015-10-02
0000004127	SWKS	2,017	2016-09-30	2017-11-13	Business Equipment	3674	3,855,400,000	314,000,000	2,532,400,000	2,002,100,000	210,200,000	2,263,600,000	805,800,000	null	3,258,400,000	1,703,900,000	1,023,100,000	798,300,000	null	992,800,000	-454,700,000	-300,300,000	0	1	null	0	0	edgar	0.296794	0.113121	false	2016-09-30	2016-10-02
0000004127	SWKS	2,018	2017-09-29	2018-11-15	Business Equipment	3674	4,573,600,000	507,900,000	3,159,200,000	2,633,700,000	387,900,000	3,059,600,000	1,043,600,000	null	3,289,000,000	1,623,800,000	1,118,700,000	995,200,000	null	1,077,700,000	-250,900,000	-786,600,000	1	1	null	0	0	edgar	-0.467427	-0.370955	false	2017-09-29	2017-10-02
0000004281	HWM	2,013	2012-12-31	2014-02-13	Manufacturing	3350	40,179,000,000	23,656,000,000	13,199,000,000	7,700,000,000	5,942,000,000	11,689,000,000	1,543,000,000	8,829,000,000	24,951,000,000	20,480,000,000	null	611,000,000	524,000,000	2,193,000,000	-1,852,000,000	62,000,000	0	1	null	0	0	edgar	0.295891	0.095852	false	2012-12-31	2012-12-31
0000004281	HWM	2,014	2013-12-31	2015-02-19	Manufacturing	3350	35,742,000,000	22,220,000,000	10,593,000,000	6,969,000,000	6,105,000,000	9,272,000,000	1,939,000,000	8,319,000,000	23,700,000,000	20,401,000,000	null	191,000,000	490,000,000	1,497,000,000	-759,000,000	-798,000,000	0	0	null	1	0	none	0.295891	0.095852	false	2013-12-31	2013-12-31
0000004281	HWM	2,015	2014-12-31	2016-02-19	Manufacturing	3350	37,363,000,000	22,569,000,000	12,306,000,000	7,848,000,000	5,458,000,000	9,379,000,000	1,861,000,000	1,304,000,000	23,032,000,000	null	null	-2,285,000,000	453,000,000	1,578,000,000	-1,290,000,000	-679,000,000	0	0	null	0	0	none	0.295891	0.095852	false	2014-12-31	2014-12-31
0000004281	HWM	2,016	2015-12-31	2017-02-28	Manufacturing	3350	36,477,000,000	22,346,000,000	12,046,000,000	7,953,000,000	5,211,000,000	8,834,000,000	1,437,000,000	8,827,000,000	12,542,000,000	null	null	268,000,000	442,000,000	1,674,000,000	-3,460,000,000	2,250,000,000	0	0	null	0	0	none	0.295891	0.095852	false	2015-12-31	2015-12-31
0000004281	HWM	2,017	2016-12-31	2018-02-26	Manufacturing	3350	20,038,000,000	14,897,000,000	5,115,000,000	5,892,000,000	2,749,000,000	-1,027,000,000	1,877,000,000	8,088,000,000	12,413,000,000	null	628,000,000	-322,000,000	473,000,000	1,582,000,000	-1,060,000,000	-441,000,000	1	0	null	0	0	none	-0.155267	-0.256508	false	2016-12-31	2016-12-31
0000004281	HWM	2,018	2017-12-31	2019-02-21	Manufacturing	3350	18,718,000,000	13,794,000,000	4,910,000,000	6,378,000,000	2,824,000,000	-1,248,000,000	2,150,000,000	6,845,000,000	12,394,000,000	null	954,000,000	-941,000,000	499,000,000	95,000,000	591,000,000	-757,000,000	1	0	null	0	0	none	-0.099016	-0.203848	false	2017-12-31	2017-12-31
0000004457	UHAL	2,013	2012-03-31	2014-05-28	Other	7510	4,654,051,000	4,077,342,000	1,229,259,000	null	null	1,482,630,000	382,514,000	null	2,512,027,000	116,542,000	416,007,000	205,367,000	90,371,000	669,842,000	-582,137,000	-112,745,000	0	1	null	0	0	edgar	0.684117	0.5136	false	2012-03-31	2012-03-31
0000004457	UHAL	2,014	2013-03-31	2015-05-27	Other	7510	5,306,601,000	4,471,610,000	1,527,368,000	null	null	1,805,453,000	357,180,000	null	2,558,587,000	107,216,000	499,183,000	264,708,000	90,696,000	661,530,000	-712,213,000	157,783,000	0	1	null	0	0	edgar	0.560889	0.360482	false	2013-03-31	2013-03-31
0000004457	UHAL	2,015	2014-03-31	2016-05-25	Other	7510	5,998,978,000	4,987,816,000	1,884,359,000	null	null	2,142,600,000	463,744,000	null	2,835,252,000	127,270,000	630,214,000	342,391,000	92,692,000	733,966,000	-846,631,000	144,210,000	0	0	null	0	0	none	0.123355	0.072203	false	2014-03-31	2014-03-31
0000004457	UHAL	2,017	2016-03-31	2018-05-30	Other	7510	8,109,288,000	6,786,096,000	2,619,744,000	null	null	2,892,893,000	441,850,000	3,538,699,000	3,275,468,000	144,990,000	866,626,000	489,001,000	97,715,000	1,045,346,000	-1,259,682,000	388,872,000	1	0	null	0	0	none	-0.04855	-0.204273	false	2016-03-31	2016-03-31
0000004904	AEP	2,013	2012-12-31	2014-02-25	Utilities	4911	54,367,000,000	39,130,000,000	15,237,000,000	4,589,000,000	6,823,000,000	6,236,000,000	294,000,000	18,738,000,000	15,116,000,000	null	2,782,000,000	1,946,000,000	933,000,000	3,788,000,000	-2,890,000,000	-971,000,000	0	0	null	0	0	none	0.08525	-0.095863	false	2012-12-31	2012-12-31
0000004904	AEP	2,014	2013-12-31	2015-02-20	Utilities	4911	56,414,000,000	40,328,000,000	16,085,000,000	4,310,000,000	6,112,000,000	6,766,000,000	221,000,000	19,134,000,000	14,945,000,000	null	2,656,000,000	1,262,000,000	988,000,000	3,804,000,000	-3,391,000,000	-355,000,000	0	1	null	0	0	xbrl	0.141493	0.042153	false	2013-12-31	2013-12-31
0000004904	AEP	2,016	2014-12-31	2017-02-28	Utilities	4911	59,544,600,000	43,778,200,000	17,891,700,000	4,072,400,000	7,108,500,000	8,398,300,000	117,500,000	20,372,700,000	16,378,600,000	null	3,127,400,000	1,638,000,000	868,000,000	4,602,400,000	-4,405,900,000	-150,900,000	0	0	null	0	0	none	0.203732	0.207681	false	2014-12-31	2014-12-31
0000004904	AEP	2,017	2015-12-31	2018-02-23	Utilities	4911	61,683,100,000	46,047,600,000	17,397,000,000	6,033,900,000	9,498,000,000	7,892,400,000	210,500,000	21,969,400,000	16,453,200,000	null	3,333,500,000	2,052,300,000	873,900,000	4,748,700,000	-4,572,600,000	-661,700,000	0	0	null	0	0	none	0.056104	-0.078414	false	2015-12-31	2015-12-31
0000004904	AEP	2,018	2016-12-31	2019-02-21	Utilities	4911	63,467,700,000	46,403,600,000	18,287,000,000	4,253,100,000	8,271,300,000	8,626,700,000	214,600,000	22,811,900,000	16,380,100,000	null	1,163,900,000	618,000,000	877,200,000	4,521,800,000	-5,046,600,000	503,900,000	0	0	null	0	0	none	0.054344	-0.046897	false	2016-12-31	2016-12-31
0000004904	AEP	2,019	2017-12-31	2020-02-20	Utilities	4911	64,729,100,000	49,634,600,000	19,028,400,000	4,113,900,000	8,648,800,000	9,325,300,000	234,100,000	25,256,700,000	15,424,900,000	null	3,525,000,000	1,928,900,000	895,000,000	4,270,400,000	-3,656,400,000	-604,900,000	0	0	null	0	0	none	0.231681	0.126849	false	2017-12-31	2017-12-31
0000004962	AXP	2,013	2012-12-31	2014-02-25	Finance	6199	153,140,000,000	134,254,000,000	16,230,000,000	null	null	7,525,000,000	null	62,287,000,000	null	null	null	4,935,000,000	2,320,000,000	9,768,000,000	-491,000,000	-677,000,000	0	0	null	0	0	none	0.303195	0.122082	false	2012-12-31	2012-12-31
0000004962	AXP	2,014	2013-12-31	2015-02-24	Finance	6199	153,375,000,000	133,879,000,000	18,794,000,000	null	null	8,507,000,000	null	60,351,000,000	null	null	null	4,482,000,000	2,226,000,000	7,082,000,000	-6,545,000,000	-3,268,000,000	1	1	null	0	0	xbrl	-0.127368	-0.226708	false	2013-12-31	2013-12-31
0000004962	AXP	2,016	2014-12-31	2017-02-17	Finance	6199	159,000,000,000	140,511,000,000	19,496,000,000	null	null	9,665,000,000	null	52,873,000,000	null	null	null	5,885,000,000	1,707,000,000	10,990,000,000	-7,967,000,000	11,000,000	1	0	null	0	0	none	-0.228957	-0.225008	false	2014-12-31	2014-12-31
0000004962	AXP	2,017	2015-12-31	2018-02-16	Finance	6199	161,000,000,000	138,392,000,000	20,673,000,000	null	null	10,371,000,000	null	52,571,000,000	null	null	null	5,163,000,000	1,623,000,000	10,706,000,000	-8,193,000,000	-1,763,000,000	0	0	null	0	0	none	0.279869	0.14535	false	2015-12-31	2015-12-31
0000004962	AXP	2,018	2016-12-31	2019-02-13	Finance	6199	159,000,000,000	162,935,000,000	20,673,000,000	null	null	8,307,000,000	null	59,082,000,000	null	null	null	5,375,000,000	1,705,000,000	8,291,000,000	1,723,000,000	-7,599,000,000	0	0	null	0	0	none	0.174201	0.07296	false	2016-12-31	2016-12-31
0000004962	AXP	2,019	2017-12-31	2020-02-13	Finance	6199	181,000,000,000	166,312,000,000	20,523,000,000	null	null	12,499,000,000	null	61,523,000,000	24,780,000,000	null	null	2,748,000,000	2,112,000,000	13,540,000,000	-18,242,000,000	12,245,000,000	0	0	null	0	0	none	0.213689	0.108856	false	2017-12-31	2017-12-31
0000004977	AFL	2,014	2012-12-31	2015-02-26	Finance	6321	131,094,000,000	106,687,000,000	15,978,000,000	null	null	19,885,000,000	2,249,000,000	null	25,364,000,000	null	4,658,000,000	2,866,000,000	261,000,000	14,952,000,000	-16,952,000,000	1,945,000,000	0	1	null	0	0	xbrl	0.213244	0.032131	false	2012-12-31	2012-12-31
0000004977	AFL	2,016	2014-12-31	2017-02-24	Finance	6321	119,727,000,000	100,548,000,000	18,347,000,000	null	null	24,007,000,000	2,543,000,000	null	22,728,000,000	null	4,253,000,000	2,951,000,000	317,000,000	6,550,000,000	-4,241,000,000	-147,000,000	0	0	null	0	0	none	0.012163	0.016112	false	2014-12-31	2014-12-31
0000004977	AFL	2,017	2015-12-31	2018-02-23	Finance	6321	118,256,000,000	109,337,000,000	17,708,000,000	null	null	25,981,000,000	4,658,000,000	null	20,872,000,000	null	4,001,000,000	2,533,000,000	289,000,000	6,776,000,000	-4,897,000,000	-2,187,000,000	0	0	null	0	0	none	0.139876	0.005357	false	2015-12-31	2015-12-31
0000004977	AFL	2,018	2017-12-31	2019-02-25	Finance	6321	137,217,000,000	112,619,000,000	20,482,000,000	null	null	29,895,000,000	4,350,000,000	null	22,559,000,000	null	4,117,000,000	2,659,000,000	268,000,000	5,987,000,000	-3,855,000,000	-1,619,000,000	0	0	null	0	0	none	0.158921	0.054089	false	2017-12-31	2017-12-31
0000005272	AIG	2,013	2012-12-31	2014-02-20	Finance	6331	548,633,000,000	449,630,000,000	98,002,000,000	null	null	14,176,000,000	1,558,000,000	48,500,000,000	65,105,000,000	null	null	20,622,000,000	2,444,000,000	-81,000,000	36,448,000,000	-36,926,000,000	0	0	null	0	0	none	0.275092	0.093979	false	2012-12-31	2012-12-31
0000005272	AIG	2,014	2013-12-31	2015-02-20	Finance	6331	541,329,000,000	440,218,000,000	100,470,000,000	null	null	22,965,000,000	1,474,000,000	41,693,000,000	71,214,000,000	null	null	3,438,000,000	2,319,000,000	3,676,000,000	16,612,000,000	-20,564,000,000	0	0	null	0	0	none	0.100354	0.001014	false	2013-12-31	2013-12-31
0000005272	AIG	2,015	2014-12-31	2016-02-19	Finance	6331	515,581,000,000	408,309,000,000	106,898,000,000	null	null	29,775,000,000	1,151,000,000	31,217,000,000	68,874,000,000	null	null	9,085,000,000	2,142,000,000	5,865,000,000	7,099,000,000	-11,758,000,000	0	1	null	0	1	edgar	0.003936	0.007885	false	2014-12-31	2014-12-31
0000005272	AIG	2,016	2015-12-31	2017-02-23	Finance	6331	496,842,000,000	406,632,000,000	89,658,000,000	null	null	30,943,000,000	2,241,000,000	29,249,000,000	64,406,000,000	null	null	7,529,000,000	1,718,000,000	5,007,000,000	14,284,000,000	-19,788,000,000	0	1	null	0	0	edgar	0.146009	0.01149	false	2015-12-31	2015-12-31
0000005272	AIG	2,017	2016-12-31	2018-02-16	Finance	6331	498,264,000,000	421,406,000,000	76,300,000,000	null	null	28,711,000,000	1,758,000,000	30,912,000,000	58,327,000,000	null	null	2,196,000,000	1,281,000,000	2,877,000,000	8,462,000,000	-11,429,000,000	1	1	null	0	0	edgar	-0.128712	-0.229952	false	2016-12-31	2016-12-31
0000005272	AIG	2,018	2017-12-31	2019-02-15	Finance	6331	498,301,000,000	432,593,000,000	65,171,000,000	null	null	21,457,000,000	1,868,000,000	31,640,000,000	52,367,000,000	null	null	-849,000,000	1,260,000,000	3,502,000,000	3,252,000,000	-6,833,000,000	1	0	null	0	0	none	-0.170766	-0.275598	false	2017-12-31	2017-12-31
0000005513	UNM	2,013	2012-12-31	2014-02-26	Finance	6321	62,236,100,000	53,623,500,000	8,169,700,000	null	null	7,371,600,000	53,600,000	3,211,200,000	10,278,000,000	null	1,323,200,000	284,200,000	null	1,193,700,000	-410,300,000	-720,400,000	0	0	null	1	0	none	0.248714	0.067601	false	2012-12-31	2012-12-31
0000005513	UNM	2,014	2013-12-31	2015-02-25	Finance	6321	59,403,600,000	50,744,500,000	8,612,600,000	null	null	8,083,200,000	116,600,000	2,612,000,000	10,515,400,000	null	null	894,400,000	null	1,379,600,000	-969,900,000	-449,000,000	0	0	null	0	0	none	-0.026808	-0.126147	false	2013-12-31	2013-12-31
0000005513	UNM	2,015	2014-12-31	2016-02-24	Finance	6321	62,450,200,000	53,928,300,000	8,639,900,000	null	null	7,363,500,000	77,300,000	2,932,500,000	10,368,600,000	null	null	847,000,000	null	1,031,500,000	-419,200,000	-595,500,000	0	0	null	0	0	none	-0.064737	-0.060788	false	2014-12-31	2014-12-31
0000005513	UNM	2,016	2015-12-31	2017-02-22	Finance	6321	60,563,600,000	51,899,700,000	8,521,900,000	null	null	7,995,200,000	94,100,000	3,153,400,000	10,524,500,000	null	null	402,100,000	null	1,223,600,000	-886,600,000	-328,600,000	0	0	null	0	0	none	0.408273	0.273754	false	2015-12-31	2015-12-31
0000005513	UNM	2,017	2016-12-31	2018-02-21	Finance	6321	61,941,500,000	52,973,500,000	8,663,900,000	null	null	8,744,000,000	102,500,000	2,999,400,000	10,731,300,000	null	null	867,100,000	null	1,292,100,000	-713,000,000	-568,700,000	0	0	null	0	0	none	0.023528	-0.077712	false	2016-12-31	2016-12-31
0000005513	UNM	2,018	2017-12-31	2019-02-19	Finance	6321	64,013,100,000	54,438,200,000	8,968,000,000	null	null	9,542,200,000	112,900,000	3,138,200,000	11,046,500,000	null	null	931,400,000	null	1,121,600,000	-715,500,000	-418,600,000	1	0	null	0	0	none	-0.284481	-0.389313	false	2017-12-31	2017-12-31
0000005981	AVD	2,013	2012-12-31	2014-02-28	Chemicals	2870	399,890,000	174,454,000	225,077,000	222,317,000	113,670,000	174,243,000	1,158,000	52,443,000	301,080,000	178,012,000	39,226,000	22,068,000	3,569,000	39,266,000	-6,577,000	2,308,000	1	0	null	0	0	none	-0.299501	-0.480614	false	2012-12-31	2012-12-31

End of preview. Expand in Data Studio

Fin-JEPA Study 0: XBRL Financial Distress Dataset

A tabular dataset of 35,709 company-year observations for 4,520 unique SEC filers (2012--2023), linking XBRL financial statement features extracted from 10-K filings to five binary distress outcomes. Built for the first gate of the Financial JEPA project.

Quick Start

from datasets import load_dataset

ds = load_dataset("elroyg/fin-jepa-study0")
print(ds)
# DatasetDict({
#     train: Dataset(num_rows=14748, ...),
#     validation: Dataset(num_rows=6066, ...),
#     test: Dataset(num_rows=14895, ...),
# })

train = ds["train"].to_pandas()
print(train.columns.tolist())

Dataset Structure

Configs

Config	Description	Files
`default`	Merged features + labels, temporally split	`default/{train,validation,test}.parquet`
(raw files)	Individual source parquets for advanced use	`raw/*.parquet` (see below)

Columns (34 total, including 2 audit columns)

Identifiers / Metadata (7)

Column	Type	Description
`cik`	string	SEC Central Index Key (10-digit, zero-padded)
`ticker`	string	Equity ticker symbol (nullable)
`fiscal_year`	int64	Fiscal year of the 10-K filing
`period_end`	date	Fiscal year-end date
`filed_date`	date	Date the 10-K was filed with the SEC
`sector`	string	Fama-French 12-industry sector
`sic_code`	string	4-digit SIC code (nullable)

XBRL Financial Features (16) --- all float64, sourced from SEC EDGAR Company Facts API

Column	Statement	XBRL Concept(s)
`total_assets`	Balance Sheet	Assets
`total_liabilities`	Balance Sheet	Liabilities
`total_equity`	Balance Sheet	StockholdersEquity (+fallback)
`current_assets`	Balance Sheet	AssetsCurrent
`current_liabilities`	Balance Sheet	LiabilitiesCurrent
`retained_earnings`	Balance Sheet	RetainedEarningsAccumulatedDeficit
`cash_equivalents`	Balance Sheet	CashAndCashEquivalentsAtCarryingValue (+fallbacks)
`total_debt`	Balance Sheet	Computed: LongTermDebt + ShortTermBorrowings
`total_revenue`	Income	Revenues (+fallbacks)
`cost_of_sales`	Income	CostOfGoodsSold (+fallbacks)
`operating_income`	Income	OperatingIncomeLoss
`net_income`	Income	NetIncomeLoss (+fallbacks)
`interest_expense`	Income	InterestExpense (+fallback)
`cash_from_operations`	Cash Flow	NetCashProvidedByUsedInOperatingActivities (+fallback)
`cash_from_investing`	Cash Flow	NetCashProvidedByUsedInInvestingActivities (+fallback)
`cash_from_financing`	Cash Flow	NetCashProvidedByUsedInFinancingActivities (+fallback)

Features are un-normalised (raw USD values as reported). NaN means the concept was not reported in the filing. See the feature engineering module for ratio computation, YoY changes, winsorisation, and quantile normalisation.

Distress Labels (5) --- nullable Int8 (0 = no event, 1 = event, NaN = unavailable)

Column	Definition	Source	Positive Rate
`stock_decline`	Market-adjusted 252-day return < -20%	yfinance (forward returns from filing date)	43.2%
`earnings_restate`	Either (a) a 10-K/A-family filing (10-K/A, 10-KT/A, NT 10-K/A) within 1095 days of `period_end` in the EDGAR index, or (b) the XBRL Company Facts API reports ≥2 10-K filings for the same `(cik, period_end)`. See `earnings_restate_source` for per-row provenance.	Reconciled: EDGAR quarterly index + XBRL amendment registry	22.3%
`audit_qualification`	Going-concern or adverse audit opinion	External CSV (Audit Analytics)	0.0%
`sec_enforcement`	SEC enforcement action disclosure	EDGAR EFTS full-text search (noisy proxy)	0.5%
`bankruptcy`	Chapter 7/11 filing (8-K Item 1.03)	EDGAR EFTS full-text search	0.8%

NaN semantics: NaN means "data unavailable", not "no event". Training code must mask NaN labels in the loss function.

Delisted companies: Firms with fewer than 252 trading days of data after their filing date are marked delisted=True and assigned stock_decline=1.

earnings_restate reconciliation (v1.1): The v1.0 label was a narrow 10-K/A proxy within a 365-day window, and only ~9% of XBRL-detected amendments carried earnings_restate=1. v1.1 reconciles the two signals: the label fires if either (a) a 10-K/A-family filing (including NT 10-K/A and 10-KT/A) appears in the EDGAR index within 1095 days of period_end, or (b) the XBRL Company Facts API reports multiple 10-K filings for the same (cik, period_end). The earnings_restate_source column records per-row which signal fired (edgar, xbrl, both, or none) so consumers can reproduce v1.0 by filtering to earnings_restate_source in ("edgar", "both") with the narrow horizon applied offline, or ablate by source in Study 1. This is still a proxy — for ground truth, use Audit Analytics.

audit_qualification coverage: This label may be all-NaN if no external Audit Analytics data was available at build time.

Market Context (3)

Column	Type	Description
`fwd_ret_252d`	float64	Log return over 252 trading days from filing date
`mkt_adj_252d`	float64	Market-adjusted return (stock - S&P 500)
`delisted`	bool	True if < 252 trading days remain post-filing

Audit Columns (2) --- for diagnosing date mismatches between pipelines

Column	Type	Description
`period_end_xbrl`	date	Fiscal year-end date from XBRL filing metadata (= `period_end`)
`period_end_label`	date	Fiscal year-end date from the label/market pipeline

The XBRL and label pipelines sometimes disagree on the canonical fiscal year-end date by a few days (e.g. Dec 29 vs Dec 26 for companies whose fiscal year ends on the last Saturday of December). The dataset joins on (cik, fiscal_year) and uses the XBRL date as canonical period_end. Rows where the two dates differ by more than 14 days are dropped as mismatches. These audit columns let you verify alignment.

Temporal Splits

Splits are strictly temporal to prevent look-ahead bias:

Split	Period End Range	Rows	Purpose
`train`	≤ 2017-12-31	14,748	Model training
`validation`	2018-01-01 to 2019-12-31	6,066	Hyperparameter tuning
`test`	2020-01-01 to 2023-12-31	14,895	Final evaluation

The test period covers COVID-19, high-inflation, and rising-rate regimes, testing out-of-distribution generalisation.

Data Sources

All data is derived from public, free sources:

Component	Source	URL
XBRL Features	SEC EDGAR Company Facts API	`https://data.sec.gov/api/xbrl/companyfacts/`
Filing Index	SEC EDGAR Quarterly Index	`https://www.sec.gov/Archives/edgar/full-index/`
Market Data	Yahoo Finance (via yfinance)	`https://finance.yahoo.com/`
SEC Enforcement	EDGAR EFTS Full-Text Search	`https://efts.sec.gov/LATEST/search-index`
Bankruptcy	EDGAR EFTS (8-K Item 1.03)	`https://efts.sec.gov/LATEST/search-index`

The universe includes delisted, bankrupt, and acquired companies --- there is no survivorship bias.

Raw Files

For advanced users who want the individual source tables, four parquets are available in the raw/ directory:

from huggingface_hub import hf_hub_download

path = hf_hub_download(
    repo_id="elroyg/fin-jepa-study0",
    repo_type="dataset",
    filename="raw/xbrl_features.parquet",
)

File	Rows	Description
`raw/xbrl_features.parquet`	~45k	16 raw XBRL features per company-year
`raw/label_database.parquet`	~45k	5 binary distress labels
`raw/company_universe.parquet`	~14k	Company metadata (one row per filer)
`raw/market_aligned.parquet`	~45k	Forward returns at 4 horizons + market benchmarks

Citation

@dataset{galbraith2025finjepa,
  author    = {Galbraith, Elroy},
  title     = {Fin-JEPA Study 0: XBRL Financial Distress Dataset},
  year      = {2025},
  publisher = {Hugging Face},
  url       = {https://huggingface.co/datasets/elroyg/fin-jepa-study0}
}

License

MIT

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