On August 3rd we loaded a test run of ownership data.  Our initial focus was roughly the S&P 500 for the period from 2013 to 2017.  We had some feedback on the initial data load and made some changes to the way the columns are displayed and ordered.  We also added some additional fields (including the ACCESSION-NUMBER) of the filings so that you can more easily explore the original source file if you have questions about the data.

Friday we took down the initial data and started loading replacement data with new columns and more CIKs.  We have approximately 8,000 CIKs and data going back to 2008 in the loading process that is running right now.  This is massive (it represents normalized data from more than 1,500,000 ownership filings.  Again – the data is organized by ISSUER – YEAR.   The data in each ISSUER – YEAR file is sorted by RPTOWNERCIK – FILING DATE.

We have preserved all of the footnotes and their association with individual data items.  Each row represents either a NONDERIVATIVE TRANSACTION, NONDERIVATIVE HOLDING, DERIVATIVE TRANSACTION, DERIVATIVE HOLDING or a REMARK.  The datatype for the row is indicated by the value reported in the datatype column.

The full load may take the balance of this week.  We will then identify any missing CIKs and fill in the data back to 2003.