| | --- |
| | license: other |
| | license_name: eddl-1.0 |
| | license_link: LICENSE |
| | configs: |
| | - config_name: 10K |
| | data_files: |
| | - split: train |
| | path: data/10K/*.parquet |
| | - config_name: 10Q |
| | data_files: |
| | - split: train |
| | path: data/10Q/*.parquet |
| | - config_name: 8K |
| | data_files: |
| | - split: train |
| | path: data/8K/*.parquet |
| | - config_name: S4 |
| | data_files: |
| | - split: train |
| | path: data/S4/*.parquet |
| | --- |
| | |
| | # Description |
| |
|
| | This dataset is a cleaned, model-ready version of SEC EDGAR filings. |
| | - Source files are SEC `.htm` filings submitted between Jan 01, 2000 and Jan 01, 2026. |
| | - Files were downloaded on a best-effort basis via EDGAR APIs; some filings may be missing due to source corruption or transient download failures. |
| | - In total, 651,900 filings were downloaded and processed. |
| |
|
| | --- |
| |
|
| | # Background |
| |
|
| | SEC 10-Q, 10-K, and 8-K filings are rich, high-value disclosures, but the raw HTML is optimized for human page layout rather than machine consumption. |
| |
|
| | Using raw EDGAR HTML directly for LLM training or inference is inefficient because: |
| | - presentation markup (styles, layout wrappers, inline artifacts) can dominate token count without adding meaning, |
| | - pagination artifacts (repeated headers/footers, page numbers) interrupt continuity, |
| | - textual content is often fragmented by layout-oriented HTML structures. |
| |
|
| | --- |
| |
|
| | # Intended Uses |
| | We transform raw EDGAR HTML into a stable, model-friendly representation suitable for: |
| | - **LLM pretraining** |
| | - **long-context modeling** |
| | - **information retrieval / RAG** |
| |
|
| | --- |
| |
|
| | # How |
| | In particular, we: |
| | - Remove pagination artifacts: page numbers, repeated headers/footers, and similar print-format remnants. |
| | - Normalize text: whitespace, broken line wraps, and inconsistent line breaks. |
| | - Preserve structure: parse filings into sections, tables, and figures, then render to consistent text while tracking metadata (e.g., `numTables`, `numFig`). |
| | - Keep table boundaries explicit using `\<|start_table|\>` and `\<|end_table|\>` markers. Tables remain in HTML format because many contain merged cells that are not represented cleanly in Markdown. |
| |
|
| | --- |
| |
|
| | # Notes |
| | - Token counts vary by tokenizer. Counts reported here were computed with the [marin-tokenizer](https://huggingface.co/stanford-crfm/marin-tokenizer) and should be treated as approximate length estimates. |
| |
|
| | --- |
| |
|
| | # License and rights |
| |
|
| | This repo uses a custom license: EDDL v1.0 (see LICENSE). |
| |
|
| | EDDL grants broad rights to our contributions (annotations/markers/derived metadata and any included code), |
| | but it does not grant rights in the underlying filing text (third-party authored content) even if redistributed |
| | in normalized form. Do not describe the filing text as MIT/Apache/CC licensed unless you have independent rights. |
| |
|
| | --- |
| |
|
| | # SEC source note |
| |
|
| | The SEC states that information presented on SEC.gov may be copied or further distributed without the SEC's |
| | permission and requests appropriate citation; do not use SEC seals/logos/artwork. See NOTICE for details. |
| |
|
| | --- |
| |
|
| | # Provenance requirements |
| |
|
| | If you redistribute this dataset (or substantial portions), you must keep the provenance fields |
| | (CIK, accession number, filing date/type, EDGAR URL) so downstream users can locate the original filings. |
| |
|
| | --- |
| |
|
| | # Version logs |
| | - 2025-02-25: [Bug] Fixed an issue where roman page numbers are not detected. [Feature] A single table that was broken up into multiple ones across pages are now merged back into a single table. |
| |
|
| |
|
