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 sampleSelf-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.
| Slice | Scope | Rows | Size | Snapshot | Monthly |
|---|---|---|---|---|---|
| S — insider-signals | Insider-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) | 8,824,786 | 675.2 MB | $199 | $99/mo |
| M — research-pack | Research pack: the S slice plus the company master table, standardized quarterly financials (XBRL) and the full 27M-row EDGAR filing index since 1994 | 36,173,373 | 2.4 GB | $499 | $199/mo |
| L — full-with-13f | Full 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 | 68,187,646 | 4.6 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.
| Package | Rows | Size | Download |
|---|---|---|---|
| S — US Public Company Financials, Insider Trades & Institutional Holdings (SEC EDGAR) | 8,824,786 | 675.2 MB | Free download |
| M — US Public Company Financials, Insider Trades & Institutional Holdings (SEC EDGAR) | 36,173,373 | 2.4 GB | Free download |
| L — US Public Company Financials, Insider Trades & Institutional Holdings (SEC EDGAR) | 68,187,646 | 4.6 GB | Free 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.
| Package | Date | Rows | Size | sha256 | Access |
|---|---|---|---|---|---|
| Loading 27 packages… | |||||
How to get this data
DataForge (this site)
External channels (free tiers)
# 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.
| Tier | Scope | One-time snapshot | Subscription | Access |
|---|---|---|---|---|
| S — insider-signals | Insider-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/mo | Self-serve |
| M — research-packPOPULAR | Research 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/mo | Self-serve |
| L — full-with-13f | Full 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/mo | Self-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.
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