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Financial & RegulatoryFresh — updated 2026-08-02Free tier

US Public Company Financials, Insider Trades & 13F Holdings (SEC EDGAR)

Structured financial facts, insider transactions and institutional 13F holdings for US public companies, built from official SEC EDGAR bulk data. Ships as analysis-ready tables with company identifiers, filing links and full provenance.

Records
68,187,646 records
Refresh
Monthly refresh (subscription)
Formats
CSV + Parquet
Coverage
United States
Packages
27
Total volume
14.0 GB

Slices from

$199

Open-tier snapshots are free below — paid plans add monthly refreshes & support.

Request access / Get a sample

Self-serve checkout is coming online — request access and we reply within one business day.

What you get

  • S — Insider signals pack: 8.8M rows of insider (Form 3/4/5) transaction data
  • M — Research pack: 36.2M rows of financial facts, filings and insider data
  • L — Full pack incl. 13F institutional holdings: 68.2M rows
  • Company identifiers (CIK, ticker) for joining across tables
  • Data dictionary, datasheet and QA report included with every package

Free sample not yet available for this dataset — request one via the contact form.

Coverage statistics

Records
68,187,646
Largest package
4.6 GB

Available packages

Real contents of the current builds — row counts, sizes and checksums come from the packaging manifest, not estimates.

Built packages for SEC Financials & Filings
SliceScopeRowsSizeSnapshotMonthly
S — insider-signalsInsider-trading slice: all 8.4M Form 3/4/5 non-derivative insider transactions since 2006 plus the derived daily insider buy-signal events (cluster buys, CEO/CFO buys, abnormal size)8,824,786675.2 MB$199$99/mo
M — research-packResearch pack: the S slice plus the company master table, standardized quarterly financials (XBRL) and the full 27M-row EDGAR filing index since 199436,173,3732.4 GB$499$199/mo
L — full-with-13fFull library: all 8 tables including 20.7M 13F institutional holdings (latest 6 quarters), 10.5M quarterly holdings-change events and 746k Form D private offerings68,187,6464.6 GB$1299$449/mo

FreeOpen Data — full downloads

This dataset is part of the DataForge Open Data program: the upstream license (Dual license — CC BY-NC 4.0 (DataForge curated layer; academic/personal use, attribution + backlink required); commercial use requires a DataForge commercial license. Upstream data: public domain, official SEC EDGAR bulk data (17 U.S.C. §105)) permits free redistribution, so the complete packages below are free — no signup. Please cite DataForge (data.zalize.com) with a backlink when you use or share this data.

Free open data downloads for SEC Financials & Filings
PackageRowsSizeDownload
S — US Public Company Financials, Insider Trades & Institutional Holdings (SEC EDGAR)8,824,786675.2 MBFree download
M — US Public Company Financials, Insider Trades & Institutional Holdings (SEC EDGAR)36,173,3732.4 GBFree download
L — US Public Company Financials, Insider Trades & Institutional Holdings (SEC EDGAR)68,187,6464.6 GBFree download

License: Dual license — CC BY-NC 4.0 (DataForge curated layer; academic/personal use, attribution + backlink required); commercial use requires a DataForge commercial license. Upstream data: public domain, official SEC EDGAR bulk data (17 U.S.C. §105) · Attribution: DataForge (data.zalize.com), built from official SEC EDGAR bulk data

Full package inventory

Every package registered in the delivery catalog for this dataset — 27 packages, 14.0 GB total, 317,748,743 rows. Sizes, row counts and SHA-256 checksums come straight from the packaging pipeline.

PackageDateRowsSizesha256Access
Loading 27 packages…

How to get this data

# Machine-readable package index (size / sha256 / rows / channels)
curl -s https://data.zalize.com/datasets/us-public-company-financials-dataset/packages.json | jq '.packages[0]'

# Request a free sample (signed link sent to your email)
curl -X POST https://dl.zalize.com/api/sample \
  -H 'Content-Type: application/json' \
  -d '{"dataset":"us-public-company-financials-dataset","email":"you@company.com"}'

Pricing

One-time snapshot or monthly subscription. Prices are for the Internal Analytics tier; AI-training and redistribution tiers available — see License. Tiers marked “Request access” require a short approval step before delivery. Snapshots of the open tiers are also free above — paid plans add monthly refreshes and support.

Pricing for SEC Financials & Filings
TierScopeOne-time snapshotSubscriptionAccess
S — insider-signalsInsider-trading slice: all 8.4M Form 3/4/5 non-derivative insider transactions since 2006 plus the derived daily insider buy-signal events (cluster buys, CEO/CFO buys, abnormal size)$199$99/moSelf-serve
M — research-packPOPULARResearch pack: the S slice plus the company master table, standardized quarterly financials (XBRL) and the full 27M-row EDGAR filing index since 1994$499$199/moSelf-serve
L — full-with-13fFull library: all 8 tables including 20.7M 13F institutional holdings (latest 6 quarters), 10.5M quarterly holdings-change events and 746k Form D private offerings$1299$449/moSelf-serve

AI-training use requires the AI-Training tier (1.5× base); redistribution licensing is quoted individually. Annual subscriptions get 2 months free. License details →

Update frequency & delivery

  • Source: official SEC EDGAR bulk datasets (financial statement data sets, insider filings, 13F).
  • Snapshot builds are cut from the latest EDGAR bulk data; subscriptions deliver refreshed packages monthly.
  • Every package ships with a MANIFEST (per-file row counts, bytes, sha256) for verification.

Compliance & provenance

Collected only from publicly accessible pages and endpoints — no login-required data, no CAPTCHA solving, no forged authentication. Collection is rate-limited with an identified User-Agent, and collection logs are retained. PII is removed or pseudonymized. Every record carries its source URL and collection timestamp. Sold under a tiered commercial license.

FAQ

How is the data delivered?

Self-serve packages are delivered instantly after checkout via a time-limited download link from our delivery service (dl.zalize.com). Gated and B2B editions are delivered the same way after a short approval step.

Can I use this data for AI training?

Yes — with the AI-Training license tier (1.5× the base price). See the License page for details.

What if I need a custom slice?

Custom cuts of the SEC data (by geography, time window or category) are available on request — contact us for a quote within one business day.

Slices from

$199

Request access