case_id string | deal string | stratum string | role string | matched_to string | gate_status string | gap_45 int64 | gap_56 int64 | gap_any int64 | gap_mitigated string | p4_pathway int64 | p5_pathway int64 | p45_any int64 | outcome_uncertain int64 | struct_coders string | outcome_coders string | struct_flags string | outcome_flags string | notes string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P001 | Fortive Corp (FTV) (CIK 0001659166) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | sigma_T1 | null | null |
P002 | CSAB Inc. (KDP) (CIK 0001418135) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | sigma_T5|sigma_T6 | null | null |
P003 | CareFusion Corp (CIK 0001457543) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | null | null | null |
P004 | AOL Inc. (CIK 0001468516) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 1 | 0 | 1 | 0 | claude|grok|openai | claude|gemini|grok | sigma_T6 | null | null |
P005 | Gannett SpinCo, Inc. (CIK 0001635718) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 1 | 1 | 0 | claude|grok|openai | claude|gemini|grok | null | null | null |
P006 | Brighthouse Financial, Inc. (BHF, BHFAL, BHFAM, BHFAN, BHFAO, BHFAP) (CIK 0001685040) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 1 | 0 | 1 | 0 | gemini|grok|openai | claude|grok|openai | null | p4_pathway | p5_pathway=uncertain->0 |
P007 | Corteva, Inc. (CTVA) (CIK 0001755672) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | gemini|grok|openai | sigma_T6 | null | null |
P008 | HSN, Inc. (CIK 0001434729) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | sigma_T1 | null | null |
P009 | CONSOL Mining Corp (CEIX) (CIK 0001710366) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|gemini|grok | null | null | null |
P010 | Cable One, Inc. (CABO) (CIK 0001632127) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | null | null | null |
P011 | Baxalta Inc (CIK 0001620546) | carve_out | gap_prone | null | PASS | 1 | 1 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|openai | claude|gemini|grok | sigma_T1 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P012 | Hertz Rental Car Holding Company, Inc. (HTZ, HTZWW) (CIK 0001657853) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | null | null | p4_pathway=uncertain->0 |
P013 | Rouse Properties, Inc. (CIK 0001528558) | carve_out | gap_prone | null | PASS | 1 | 1 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | sigma_T1 | null | null |
P014 | frontdoor, inc. (FTDR) (CIK 0001727263) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 1 | 0 | 1 | 0 | claude|grok|openai | claude|gemini|openai | sigma_T1 | null | null |
P015 | Hewlett Packard Enterprise Co (HPE) (CIK 0001645590) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|gemini|openai | null | null | null |
P016 | Alcoa Upstream Corp (AA) (CIK 0001675149) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 1 | 1 | 1 | 0 | claude|grok|openai | claude|gemini|grok | null | null | null |
P017 | Babcock & Wilcox Co (BWXT) (CIK 0001486957) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | gemini|grok|openai | sigma_T1 | null | null |
P018 | Urban Edge Properties (UE) (CIK 0001611547) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | gemini|grok|openai | sigma_T3 | null | null |
P019 | Adient Ltd (ADNT) (CIK 0001670541) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 1 | 0 | 1 | 0 | claude|gemini|openai | gemini|grok|openai | sigma_T1|sigma_T3 | null | null |
P020 | Versum Materials, LLC (CIK 0001660690) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | null | null | null |
P021 | WPX ENERGY, INC. (CIK 0001518832) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | sigma_T1|sigma_T6 | null | null |
P022 | Dow Holdings Inc. (DOW) (CIK 0001751788) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | null | null | null |
P023 | SPG SpinCo Subsidiary Inc. (CIK 0001594686) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | null | null | null |
P024 | WABCO Holdings Inc. (CIK 0001390844) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|gemini|grok | sigma_T1 | null | null |
P025 | TimkenSteel Corp (MTUS) (CIK 0001598428) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | sigma_T3 | null | null |
P026 | Babcock & Wilcox Enterprises, Inc. (BW, BWNB, BWSN, BW-PA) (CIK 0001630805) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 1 | 1 | 1 | 0 | gemini|grok|openai | claude|grok|openai | sigma_T3 | p5_pathway | null |
P027 | EchoStar Holding CORP (SATS) (CIK 0001415404) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|grok|openai | sigma_T2 | null | null |
P028 | Keysight Technologies, Inc. (KEYS) (CIK 0001601046) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|grok|openai | sigma_T1|sigma_T6 | null | null |
P029 | Delphi Jersey Holdings plc (CIK 0001707092) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | sigma_T1 | null | null |
P030 | Patriot Coal CORP (CIK 0001376812) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 1 | 1 | 0 | claude|gemini|grok | claude|gemini|openai | sigma_T3 | null | null |
P031 | PARAGON OFFSHORE LTD. (CIK 0001594590) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | sigma_T1 | null | null |
P032 | Lamb Weston Holdings, Inc. (LW) (CIK 0001679273) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | sigma_T3 | null | null |
P033 | AbbVie Inc. (ABBV) (CIK 0001551152) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|gemini|grok | sigma_T6 | null | null |
P034 | California Resources Corp (CRC, CRCQW) (CIK 0001609253) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | null | null | null |
P035 | PNK Entertainment, Inc. (CIK 0001656239) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|gemini|grok | null | null | null |
P036 | CHESAPEAKE OILFIELD OPERATING LLC (CIK 0001532930) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | null | null | null |
P037 | Chemours Co (CC) (CIK 0001627223) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 1 | 1 | 1 | 0 | claude|gemini|openai | claude|grok|openai | sigma_T3 | p4_pathway | null |
P038 | Motorola Mobility Holdings, Inc (CIK 0001495569) | carve_out | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 1 | 1 | 0 | gemini|grok|openai | claude|grok|openai | sigma_T3|sigma_T6 | p5_pathway | p4_pathway=uncertain->0 |
P039 | Exterran Corp (CIK 0001635881) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | gemini|grok|openai | sigma_T1 | p4_pathway | null |
P040 | Time Inc. (CIK 0001591517) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 1 | 1 | 0 | claude|gemini|grok | claude|gemini|openai | null | null | null |
P041 | ONE Gas, Inc. (OGS) (CIK 0001587732) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | gemini|grok|openai | null | null | null |
P042 | Varex Imaging Corp (VREX) (CIK 0001681622) | carve_out | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | gemini|grok|openai | sigma_T1|sigma_T3 | null | null |
P043 | Phillips 66 (PSX) (CIK 0001534701) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | sigma_T5 | null | null |
P044 | Rayonier Holding Co (RYAM) (CIK 0001597672) | carve_out | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 1 | claude|gemini|grok | claude|gemini|openai | null | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P045 | PARKER HANNIFIN CORP (PH) (CIK 0000076334) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|grok | null | null | null |
P046 | SWIFT ENERGY CO (CIK 0000351817) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | sigma_T2 | null | null |
P047 | Inland American Real Estate Trust, Inc. (IVT) (CIK 0001307748) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | gemini|grok|openai | null | null | null |
P048 | COLUMBIA SPORTSWEAR CO (COLM) (CIK 0001050797) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|gemini|grok | sigma_T3 | null | null |
P049 | GOODYEAR TIRE & RUBBER CO /OH/ (GT) (CIK 0000042582) | joint_venture | gap_prone | null | PASS | 0 | 1 | 1 | no | 0 | 1 | 1 | 0 | claude|grok|openai | gemini|grok|openai | sigma_T2|sigma_T3 | null | null |
P050 | SunEdison Semiconductor Ltd (CIK 0001585854) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|grok | claude|gemini|openai | null | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P051 | POLARIS INDUSTRIES INC/MN (PII) (CIK 0000931015) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|gemini|openai | null | null | null |
P052 | MOLSON COORS BREWING CO (TAP, TAP-A) (CIK 0000024545) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | null | null | null |
P053 | REX ENERGY CORP (CIK 0001397516) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|openai | claude|grok|openai | null | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P054 | MICRON TECHNOLOGY INC (MU) (CIK 0000723125) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 1 | 0 | 1 | 0 | claude|gemini|openai | claude|gemini|grok | sigma_T3|sigma_T6 | null | null |
P055 | Owens Corning (OC) (CIK 0001370946) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|grok|openai | null | null | null |
P056 | CENTRAL EUROPEAN DISTRIBUTION CORP (CIK 0001046880) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | null | null | null |
P057 | ALTABA INC. (CIK 0001011006) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | null | null | null |
P058 | HECLA MINING CO/DE/ (HL, HL-PB) (CIK 0000719413) | joint_venture | gap_prone | null | PASS | 1 | 1 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | gemini|grok|openai | sigma_T2|sigma_T5 | null | null |
P059 | COSTCO WHOLESALE CORP /NEW (COST) (CIK 0000909832) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | null | null | null |
P060 | RADIOSHACK CORP (CIK 0000096289) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|grok | claude|grok|openai | sigma_T3 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P061 | WEIGHT WATCHERS INTERNATIONAL INC (WW) (CIK 0000105319) | joint_venture | gap_prone | null | PASS | 0 | 1 | 1 | no | 0 | 0 | 0 | 1 | claude|gemini|grok | claude|gemini|openai | sigma_T5|sigma_T6 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P062 | Pattern Energy Group Inc. (CIK 0001561660) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|openai | gemini|grok|openai | null | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P063 | APOLLO GROUP INC (CIK 0000929887) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | null | null | null |
P064 | SAUER DANFOSS INC (CIK 0000865754) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | gemini|grok|openai | claude|grok|openai | sigma_T2|sigma_T4 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P065 | CLOUD PEAK ENERGY INC. (CIK 0001441849) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | null | null | null |
P066 | Parkway, Inc. (CIK 0001677761) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|openai | claude|gemini|grok | sigma_T3 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P067 | MEMC ELECTRONIC MATERIALS INC (CIK 0000945436) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | sigma_T3|sigma_T6 | null | null |
P068 | SOTHEBYS (CIK 0000823094) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | sigma_T3 | null | null |
P069 | ENTERPRISE PRODUCTS PARTNERS L P (EPD, EPDU) (CIK 0001061219) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | null | null | null |
P070 | EQUITY ONE, INC. (CIK 0001042810) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | null | null | null |
P071 | PIEDMONT NATURAL GAS CO INC (CIK 0000078460) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 1 | 0 | 1 | 0 | claude|grok|openai | claude|gemini|openai | null | p4_pathway | null |
P072 | Hilton Grand Vacations Inc. (HGV) (CIK 0001674168) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | sigma_T2 | null | null |
P073 | TIDEWATER INC (TDW, TDDWW, TDGMW, TDW-WT) (CIK 0000098222) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 1 | 1 | 1 | 0 | claude|grok|openai | claude|gemini|openai | sigma_T2|sigma_T3 | null | null |
P074 | MPG Office Trust, Inc. (CIK 0001204560) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 1 | claude|gemini|openai | claude|gemini|grok | sigma_T5 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P075 | SKECHERS USA INC (SKX) (CIK 0001065837) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | gemini|grok|openai | sigma_T3 | null | null |
P076 | CYPRESS SEMICONDUCTOR CORP /DE/ (CIK 0000791915) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | sigma_T3 | null | null |
P077 | CROSSTEX ENERGY LP (CIK 0001179060) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | gemini|grok|openai | sigma_T2|sigma_T4 | null | null |
P078 | PHILLIPS EDISON GROCERY CENTER REIT II, INC. (CIK 0001581405) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | gemini|grok|openai | null | null | null |
P079 | SUNPOWER CORP (SPWRQ) (CIK 0000867773) | joint_venture | gap_prone | null | PASS | 0 | 1 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | sigma_T2 | null | null |
P080 | CHEVRON CORP (CVX) (CIK 0000093410) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|grok | sigma_T3|sigma_T6 | null | null |
P081 | FORD MOTOR CO (F, F-PB, F-PC, F-PD) (CIK 0000037996) | joint_venture | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|grok|openai | null | null | null |
P082 | FREEPORT-MCMORAN INC (FCX) (CIK 0000831259) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | sigma_T2|sigma_T4 | null | null |
P083 | DOW CHEMICAL CO /DE/ (CIK 0000029915) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|grok | null | null | null |
P084 | MARATHON OIL CORP (MRO) (CIK 0000101778) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|grok|openai | sigma_T2|sigma_T3|sigma_T4|sigma_T5|sigma_T6 | null | null |
P085 | VERIZON COMMUNICATIONS INC (VZ) (CIK 0000732712) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|grok|openai | sigma_T3 | null | null |
P086 | COMCAST CORP (CCZ, CMCSA) (CIK 0001166691) | joint_venture | gap_prone | null | PASS | 0 | 1 | 1 | no | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|grok|openai | null | null | null |
P087 | CORNING INC /NY (GLW) (CIK 0000024741) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 1 | claude|gemini|grok | claude|gemini|openai | sigma_T2|sigma_T3|sigma_T4 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P088 | CONOCOPHILLIPS (COP) (CIK 0001163165) | joint_venture | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|grok | sigma_T3|sigma_T5 | null | null |
P089 | HEALTHCARE TRUST OF AMERICA, INC. (HR) (CIK 0001360604) | roll_up | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|gemini|openai | null | null | null |
P090 | SUNEDISON, INC. (CIK 0000945436) | roll_up | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | claude|gemini|grok | claude|gemini|openai | sigma_T2|sigma_T3|sigma_T4 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P091 | Inland American Real Estate Trust, Inc. (IVT) (CIK 0001307748) | roll_up | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|grok|openai | sigma_T3 | null | null |
P092 | SCHWEITZER MAUDUIT INTERNATIONAL INC (MATV) (CIK 0001000623) | roll_up | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|grok|openai | null | null | null |
P093 | WELLS REAL ESTATE INVESTMENT TRUST II INC (CIK 0001252849) | roll_up | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|gemini|openai | null | null | null |
P094 | Blackstone Real Estate Income Trust, Inc. (BSTT) (CIK 0001662972) | roll_up | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | claude|grok|openai | claude|gemini|openai | sigma_T3 | null | null |
P095 | Compass Diversified Holdings (CODI, CODI-PA, CODI-PB, CODI-PC) (CIK 0001345126) | roll_up | gap_prone | null | PASS | 0 | 0 | 0 | null | 1 | 0 | 1 | 0 | claude|grok|openai | gemini|grok|openai | null | null | null |
P096 | Industrial Income Trust Inc. (CIK 0001464720) | roll_up | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 1 | gemini|grok|openai | claude|gemini|grok | sigma_T3 | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P097 | MACK CALI REALTY CORP (VRE) (CIK 0000924901) | roll_up | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|openai | claude|gemini|grok | sigma_T4|sigma_T5 | null | null |
P098 | PennyMac Mortgage Investment Trust (PMT, PMTU, PMT-PA, PMT-PB, PMT-PC) (CIK 0001464423) | roll_up | gap_prone | null | PASS | 1 | 0 | 1 | yes | 0 | 0 | 0 | 0 | gemini|grok|openai | claude|grok|openai | null | null | null |
P099 | NorthStar Real Estate Income Trust, Inc. (CIK 0001455650) | roll_up | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 1 | claude|gemini|openai | gemini|grok|openai | null | null | p4_pathway=uncertain->0;p5_pathway=uncertain->0 |
P100 | Nexeo Solutions Holdings, LLC (CIK 0001540047) | roll_up | gap_prone | null | PASS | 0 | 0 | 0 | null | 0 | 0 | 0 | 0 | claude|gemini|grok | claude|gemini|openai | null | null | null |
Cascade-Gap Large-N Study — evidence corpus and coding logs
Companion dataset for the working paper A Large-N Confirmatory Necessary-Condition Test of Closing-Time Structural Gaps in Acquisition Integration Failure (Zharnikov, 2026). Concept DOI 10.5281/zenodo.21755969. Dataset DOI 10.57967/hf/9805.
Code, paper, and reproduction pipeline: https://github.com/spectralbranding/orgschema-papers/tree/main/cascade-gap-largen
Dataset viewer
The viewer shows full_draw_dataset.csv — the analysis dataset of record: 350 completed transactions, one row per case, with the per-construct codes (structural gap, outcome pathway), the outcome status, the deal-structure stratum, and the rotated coder assignment. This is the single table the paper's results are computed from.
The bulky raw evidence and logs are archival files under the Files and versions tab (they are not a train/validation split — the auto-inferred split view does not apply to them):
| Path | Description |
|---|---|
full_draw_dataset.csv |
The 350-case coded dataset (the viewer table). |
full_draw_dossiers/ |
700 blinded per-case evidence dossiers (350 structural + 350 outcome), built from public SEC EDGAR filings — the coder-facing evidence base. |
full_draw_code_out/ |
700 per-case coded records (structural + outcome JSON per case) plus reliability outputs. |
logs_fulldraw/ |
700 JSONL model-call logs — every rater call with full prompt, parameters, and response (secrets-clean). |
Provenance
Four large language models served as independent blinded raters under a pre-registered 3-of-4 per-construct rotation (seed 20260729): Claude (Opus 4.8), Gemini (3.1 Pro), Grok (4.5), GPT (5.6). All source documents are public SEC EDGAR filings. License: CC BY 4.0.
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