claritystorm commited on
Commit
f93bcb4
·
verified ·
1 Parent(s): b3620c2

Update README

Browse files
Files changed (1) hide show
  1. README.md +110 -0
README.md ADDED
@@ -0,0 +1,110 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ ---
2
+ license: other
3
+ license_name: public-domain
4
+ task_categories:
5
+ - tabular-classification
6
+ - tabular-regression
7
+ tags:
8
+ - executive-compensation
9
+ - sec-edgar
10
+ - esg
11
+ - governance
12
+ - quant
13
+ - finance
14
+ - proxy-statements
15
+ - united-states
16
+ pretty_name: SEC EDGAR Executive Compensation 2015-Present
17
+ size_categories:
18
+ - 100K<n<1M
19
+ ---
20
+
21
+ # SEC EDGAR Executive Compensation 2015–Present
22
+
23
+ 500K+ structured executive compensation records for S&P 500 + Russell 2000 companies — parsed from SEC EDGAR DEF 14A proxy filings, 2015–present.
24
+ CEO/CFO pay, stock awards, bonuses, non-equity incentives, and total compensation, linked by CIK, ticker, and fiscal year.
25
+ The most comprehensive open dataset for executive pay research, ESG governance scoring, and quant finance.
26
+
27
+ | 📊 Records | 📅 Coverage | 🏷️ License | 🔄 Updated |
28
+ |-----------|-------------|-----------|-----------|
29
+ | 500K+ compensation records | 2015–present | Public Domain | Annual |
30
+
31
+ **This repo contains a free 1,000-row sample.**
32
+ Full dataset (CSV + Parquet) → **[claritystorm.com/datasets/sec-edgar-exec-comp](https://claritystorm.com/datasets/sec-edgar-exec-comp)**
33
+
34
+ ---
35
+
36
+ ## Quick Start
37
+
38
+ ```python
39
+ from datasets import load_dataset
40
+ import pandas as pd
41
+
42
+ # Load the 1,000-row sample
43
+ ds = load_dataset("claritystorm/sec-edgar-exec-comp")
44
+ df = ds["train"].to_pandas()
45
+
46
+ # CEO compensation trend by fiscal year
47
+ ceo = df[df["is_ceo"] == True]
48
+ print(ceo.groupby("fiscal_year")["total_compensation"].mean().round(0))
49
+
50
+ # Top 10 highest-paid CEOs in latest year
51
+ latest_year = ceo["fiscal_year"].max()
52
+ top_ceos = (ceo[ceo["fiscal_year"] == latest_year]
53
+ [["company_name", "executive_name", "total_compensation"]]
54
+ .sort_values("total_compensation", ascending=False)
55
+ .head(10))
56
+ print(top_ceos)
57
+
58
+ # Pay mix: stock awards vs. salary
59
+ df["stock_pct"] = df["stock_awards"] / df["total_compensation"].replace(0, pd.NA)
60
+ print(df.groupby("fiscal_year")["stock_pct"].mean().round(3))
61
+ ```
62
+
63
+ ## Use Cases
64
+
65
+ - **ESG governance scoring** — CEO-to-median-worker pay ratios, pay-for-performance alignment, and board compensation governance
66
+ - **Quant factor research** — executive pay as an alpha signal; overpaid vs. underpaid CEO portfolios
67
+ - **Corporate governance AI** — train models to flag anomalous compensation structures or governance red flags
68
+ - **Pay equity research** — compare total compensation across sectors, company sizes, and fiscal years
69
+ - **Proxy advisor analytics** — replicate and extend institutional proxy voting research at scale
70
+ - **Financial NLP** — link to DEF 14A proxy text for compensation discussion and analysis (CD&A) NLP
71
+
72
+ ## Schema (selected fields)
73
+
74
+ | Field | Type | Description |
75
+ |-------|------|-------------|
76
+ | cik | string | SEC Central Index Key (unique company identifier) |
77
+ | ticker | string | Stock ticker symbol |
78
+ | company_name | string | Company name as filed with SEC |
79
+ | fiscal_year | int | Fiscal year of the compensation disclosure |
80
+ | date_filed | string | Proxy filing date (YYYY-MM-DD) |
81
+ | executive_name | string | Executive's full name (normalized) |
82
+ | title | string | Executive's title/position |
83
+ | is_ceo | bool | True if title indicates Chief Executive Officer |
84
+ | is_cfo | bool | True if title indicates Chief Financial Officer |
85
+ | salary | float | Base salary ($) |
86
+ | bonus | float | Discretionary bonus ($) |
87
+ | stock_awards | float | Grant-date fair value of stock awards ($) |
88
+ | option_awards | float | Grant-date fair value of option awards ($) |
89
+ | non_equity_incentive | float | Non-equity incentive plan compensation ($) |
90
+ | total_compensation | float | Total reported compensation as filed ($) |
91
+ | total_comp_computed | float | ClarityStorm computed total (sum of components) |
92
+ | sector | string | Industry sector (where available) |
93
+
94
+ ## ⬇️ Get the Full Dataset
95
+
96
+ | Tier | Price | Includes |
97
+ |------|-------|----------|
98
+ | Sample | Free | 1,000 rows, Public Domain (this repo) |
99
+ | Complete | $149 | Full 500K+ rows, CSV + Parquet, commercial license |
100
+ | Annual | $299/yr | Complete + annual updates (new proxy season each year) |
101
+
102
+ 👉 **[Purchase at claritystorm.com/datasets/sec-edgar-exec-comp](https://claritystorm.com/datasets/sec-edgar-exec-comp)**
103
+
104
+ ## Source
105
+
106
+ U.S. Securities and Exchange Commission (SEC), EDGAR — DEF 14A Proxy Statements.
107
+ SEC EDGAR data is a US federal government work in the **public domain** (17 U.S.C. 105).
108
+ Executive compensation for Named Executive Officers (NEOs) is required by SEC Regulation S-K Item 402.
109
+
110
+ Processed and structured by [ClarityStorm Data](https://claritystorm.com).