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

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

Data dictionary summary

Key fields — the full data dictionary ships with every purchase.

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.

Free Open 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.

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.

How to get this data

All packages are hosted on the Hugging Face Hub: free/open packages live in a public dataset repo (direct downloads, no signup); paid or restricted editions are delivered from a private repo with token access after approval.

# Download the whole dataset repo (hf CLI — pip install -U huggingface_hub)
hf download zalizedata/us-public-company-financials-dataset --repo-type dataset --local-dir us-public-company-financials-dataset

Protocol access (hf://, resolve links, token auth for private repos) is documented in the developer docs →

Pricing

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