Wharton Research Data Services (WRDS) provides access to important datasets in the fields of finance, accounting, banking, economics, management, marketing and public policy. WRDS is available to any who are affiliated with IU through the Bloomington campus, although first time users will be need to register for an account using the link on the WRDS site. There is also a dedicated terminal in the Business/SPEA Information Commons. The following is a list of datasets that are currently available:

Audit Analytics
Access detailed audit information on over 1,200 accounting firms and 15,000 publicly registered companies. Know who is auditing whom and how much they are paying for what services. Create reports by auditor, fees, location, and industry.  We subscribe to the following datasets within Audit Analytics:   

     Audit and Compliance:
     Auditors, Current Auditors, Auditor Changes
     Audit Fees, Audit Fees with Restatements
     Audit Opinions, Revised Audit Opinions
     Benefit Plan Opinions
     Non-reliance Restatements
     Sox 302 Disclosure Controls
     Sox 404 Internal Controls
     Accelerated Filer
     Director and Officer Changes
     Non-timely Filer Information and Analysis

     Corporate and Legal:
     Legal Case and Legal Parties     
     Mergers and Acquisitions
     IPO
     Bankruptcy Notification
     Comment Letter,Comment Letter Conversations, Comment Threading
     Transfer Agents
     Tax Footnotes
     Shareholder Activism
     Form D, Form D Most Recent Report

Bank Regulatory
The Bank Regulatory Databases provide accounting data for Bank Holding Companies, Commercial Banks, Savings Banks, and Savings and Loans Institutions. The source of the data comes from the required regulatory forms filled for supervising purposes.  We subscribe to the following datasets within Bank Regulatory:

     Bank Holding Companies
     FDIC/OTS Deposits
     Merger Information

     Commercial Banks:
     Balance Sheet Data,Income Statement,Off-Balance Sheet Items
     Risk-Based Capital
     RCFD Series, RCFN Series, RCON Series, RIAD Series
     Other Variables

Beta Suite by WRDS
Beta Suite is a powerful web based tool allowing researchers to calculate stocks’ loading on various risk factors in a timely way. The tool is designed with flexibly in mind, capable of handling monthly, weekly and daily rolling regression on common set of market risk factors.

Blockholders
This dataset contains standardized data for blockholders of 1,913 companies. The data was cleaned from biases and mistakes usually observed in the standard source for this particular type of data. Blockholders' data is reported by firm for the period 1996-2001.

Bureau van Dijk Orbis
Orbis has information on around 300 million private and public companies from more than 200 countries and territories, among them, more than 99% are private companies. In Orbis, users get up to 10 years of history of company information. For longer history, users will need to contact BvD for the access to Orbis Historical data, which go back 15 to 20 years in history. BvD's contact information is listed under WRDS web -> Support -> Vendor Support & Contact -> BvD.

     Financials for Industrial Companies
     Financials for Banks
     Financials for Insurance Companies
     Interim Financials for Industrial Companies
     Interim Financials for Banks
     All Current Shareholders First Level
     All Subsidiaries First Level

CBOE Indexes
The CBOE (Chicago Board Options Exchange) Volatility Index(VIX) is a key measure of market expectations of near-term volatility conveyed by S&P 500 stock index option prices. The VIX measures the market's expectation of 30-day volatility. The VIX is based on S&P 500 index option prices and incorporates information from the volatility skew by using a wider range of strike prices rather than just at-the-money series.

COMPUSTAT - Capital IQ from Standard & Poor's
COMPUSTAT (from Standard & Poor's) provides more than 300 annual and 100 quarterly Income Statement, Balance Sheet, Statement of Cash Flows, and supplemental data items on more than 24,000 publicly held companies. We subscribe to the following datasets within COMPUSTAT:

     COMPUSTAT :
     North America - Daily
     Global - Daily
     Bank - Daily
     Historical Segments - Daily
     Snapshot - Monthly Updates
     Execucomp - Monthly Updates

     Other COMPUSTAT:
     North America - Annual Updates
     Marginal Tax Rates

     Legacy COMPUSTAT:
     Legacy - North America FTP
     Legacy - Global FTP

     Tools:
     Complete Financial Statements (XLS)
     CUSIP Converter
     Data and Ratios (XLS)
     Financial Statements - Daily Updated (HTML)

Contributed Data
Databases in this section have been contributed to WRDS by various academic researchers and faculty. Note that some databases in this section may require a separate subscription in order to access the data; if so, this will be indicated on the query page.

     Characteristic Returns
     China Factors
     Compustat - Marginal Tax Rates Database
     DealScan Lender Link Tables
     Forced CEO Turnover
     GGL Measures of Common Ownership
     Guillen-Capron Shareholder Protections Index
     Long-term Investor Value Appropriation (LIVA)
     MFLINKS
     Peters and Taylor Total Q
     Roberts Dealscan-Compustat Linking Database
     Shale Well Data

CRSP
The Center for Research in Security Prices maintains the most comprehensive collection of security price, return, and volume data for the NYSE, AMEX and Nasdaq stock markets.  Additional CRSP files provide stock indices, beta- and cap-based portfolio, treasury bond and risk-free rates, and mutual fund databases.  We subscribe to the following datasets within CRSP:     

     Annual Update:
     Stock / Security Files
     Stock / Events
     Stock / Portfolio Assignments
     Index / Stock File Indexes
     Index / Cap-Based Portfolios
     Index / S&P 500 Indexes
     Index / Treasury and Inflation
     Index / CRSP Select Series
     CRSP/ Compustat Merged
     Treasuries
     Treasury / Daily (Legacy)
     Treasury / Monthly (Legacy)
     Tools

     Quarterly Update:
     Mutual Funds
     Tools

DMEF Academic Data
Four individual data sets, each containing customer buying history for about 100,000 customers of nationally known catalog and non-profit database marketing businesses are available through DMEF to approved academic researchers for use within academic situations. We subscribe to the following datasets within DMEF:

   Multi-Division Catalog
   Non-Profit Organization
   Reproduction Catalog
   Specialty Catalog

Dow Jones
The Dow Jones Averages are comprised of The Daily and Monthly Dow Jones Composite (DJA), as well as The Dow Jones Industrial (DJI), The Dow Jones Transportation (DJT), The Dow Jones Utility (DJU), The Dow 10, and The Dow 5. Dow Jones Indexes is the source of Dow Jones information and the provider of this data. We subscribe to the following data sets within Dow Jones:

   Dow Jones Daily
   Dow Jones Monthly

Efficient Frontier by WRDS
Using this flexible web-based tool, enter a list of security identifiers (Ticker or PERMNO), and pre-set parameters such as Risk-Free Rate and Degree of Risk Aversion. The tool then incorporates the customized inputs and calculates the corresponding Efficient Frontier, Optimal Complete Portfolio, Optimal Risky Portfolio as well as Minimum Variance Portfolio based on your stock selection.

ETF Global
Exchange-traded funds — pursue return, manage risk, utilize investment analysis, and generate investment ideas on 2,100 products and $3.4 Trillion U.S. listed ETF assets. We subscribe to the following datasets within ETF Global:

   Industry
   Analytics
   Constituents
   Fund Flow

Event Study by WRDS
The event studies are widely used by empirical researchers in finance, economics, accounting, law, and other business disciplines to analyze the market reaction to firm specific and market-wide events using either returns or volume around the time when event occurred. We subscribe to the following data sets in Event Study:

   US Daily Event Study: Upload your own events
   International Event Study(Compustat Global): Upload your own events
   International Global Study: Upload your own events
   Intraday Second-by-Second Event Study: Upload your own events
   Intraday Second-by-Second Event Study: Events from RavenPack
   Long Run Event Study: Upload your own events

   Event Study by WRDS(Sample Data):
   US Daily Event Study: Events from Capital IQ (Sample Data)
   International Event Study (Global Insight): Events from Capital IQ (Sample Data)

Eventus
Eventus performs event studies using data read directly from CRSP stock databases or pre-extracted from any source. The Eventus system includes utility programs to convert calendar dates to CRSP trading day numbers, convert CUSIP identifiers to CRSP permanent identification numbers, and extract event study cumulative or compounded abnormal returns for cross-sectional analysis. We subscribe to the following datasets within Eventus:

   Basic Event Study:
   Daily
   Monthly
   Daily - with Fama French
   Monthly - with Fama French

   Volume Event Study:
   Volume Event Study - Daily
   Volume Event Study - Monthly

   Cross-Sectional Analysis:
   Cross-Sectional - Daily
   Cross-Sectional - Monthly

   Event Parameters Approach:
   Event Parameters Approach

   Eventus Alternative:
   Calendar-time - Daily
   Calendar-time - Monthly
   Calendar-time with Fama French - Daily
   Calendar-time with Fama French - Monthly
   Ibbotson RATS - Daily
   Ibbotson RATS - Monthly
   Ibbotson RATS with Fama French - Daily
   Ibbotson RATS with Fama French - Monthly

Fama-French & Liquidity Factors
The Fama-French Portfolios are constructed from the intersections of two portfolios formed on size, as measured by market equity (ME), and three portfolios using, as proxy for value, the ratio of book equity to market equity (BE/ME). Returns from these portfolios are used to construct the Fama-French Factors. We subscribe to the following datasets within Fama-French & Liquidity Factors:

   Fama-French Portfolios:
   Factors - Daily Frequency
   Factors - Monthly Frequency
   2x3 Research Portfolios
   5x5 Research Portfolios
   Research Portfolios: Charts

   Liquidity Factors:
   Pastor-Stambaugh
   Sadka
   China Factors

Federal Judicial Center
The Federal Judicial Center's (FJC) Integrated Database contains data on all federal, civil, criminal, bankruptcy, and appellate court case information reported by the courts to the Administrative Office of the U.S. Courts. Coverage: mid-1969 through present. We subscribe to the following datasets within Federal Judicial Center:

   Litigation:
   Appeals
   Bankruptcy
   Civil
   Criminal

   WRDS Linking:
   FJC Compustat-CIK Link: Bankruptcy
   FJC Compustat-CIK Link: Civil
   FJC Compustat-CIK Link: Criminal

Federal Reserve Bank Reports
The Federal Reserve Bank Reports contains three databases collected from Federal Reserve Banks. Two of them (Foreign Exchanges and Interest Rates) come from reports published for the Federal Reserve Board (H.10 and H.15 reports). The other one contains the Coincident State Indexes from the Federal Reserve Bank of Philadelphia.  We subscribe to the following datasets within Federal Reserve Bank Reports:

   Foreign Exchange Rates:
   Charts
   Data

   Interest Rates:
   Charts
   Data

Financial Ratios Suite by WRDS
WRDS Financial Ratio is a latest addition to the WRDS analytics platform. It’s a web based engine that delivers over 70 pre-calculated financial ratios for all U.S. companies across eight different categories (Valuation, Liquidity, Profitability, and etc). Researchers can easily obtain both firm-level and industry-level ratios through point-and-click on the web query. This product can be used by researchers as a convenient tool to obtain firm-level and/or industry-level ratios as characteristics for controls in empirical research. We subscribe to the following datasets within Financial Ratios Suite by WRDS:

   Financial Ratios Industry Level
   Financial Ratios Firm Level

IBES from Thomson Reuters
The Institutional Brokers Estimates System provides consensus and detail forecasts from security analysts, including earnings per share, revenue, cash flow, long-term growth projections and stock recommendations.  We subscribe to the following datasets within IBES Reuters:

   IBES Academic:
   Detail History
   Summary History
   Unadjusted Detail
   Unadjusted Summary
   Recommendations
   Information

IHS Global Insight
IHS Global Insight offers the most comprehensive economic coverage of countries, regions and industries available from any source --complimented by 225+ analysts, covering 120+ industries and 200 countries. We subscribe to the following datasets within IHS Global Insight:

   IHS Global Insight All Data Banks:
   Series Attributes
   Series Data

Insitutional Shareholder Services (ISS)
ISS’ special focus and commitment to meeting the needs of academics involves several key governance datasets, proprietary analytics, and expertise to help uncover risks and understand the key issues in the areas of board, audit, compensation, shareholder rights, and more. We subscribe to the following datasets within ISS:

   Incentive Lab:
   Company Data by Fiscal Year
   Participant Data by Fiscal Year
   Summary Compensation Table
   Grants of Plan-Based Awards Table
   Absolute Performance Goals Data
   Relative Performance Goals Data
   Peer Data for Relative Performance Goals
   Accelerated Performance Goals Data
   Peer Data for Accelerated Performance Goals
   Outstanding Equity at Fiscal Year-End Table
   Stock - Outstanding Equity at Fiscal Year-End Table
   Option Exercises and Stock Vested Table
   Director Annual Compensation Table
   Beneficial Ownership Data
   BlockHolder Ownership Data
   Peer Data for Benchmark Compensation Comparisons
   Holding Requirements/Stock Ownership Guidelines Data
   Compensation Consultant Data

   Incentive Lab - Europe:
   Company Data by Fiscal Year
   Participant Data by Fiscal Year
   Summary Compensation Table
   Grants of Plan-Based Awards Table
   Absolute Performance Goals Data
   Relative Performance Goals Data
   Peer Data for Relative Performance Goals
   Peer Data for Benchmark Compensation Comparisons
   Holding Requirements/Stock Ownership Guidelines Data
   Compensation Consultant Data

   Directors:
   Directors
   Directors Legacy

   Governance:
   Governance
   Governance Legacy

Intraday Indicators by WRDS
The WRDS Intraday Database contains daily stock market indicators obtained from NYSE TAQ data. WRDS SEC MIDAS contains the Individual Security Metrics published by SEC MIDAS. The Individual Security Metrics provides market trading metrics for over 8,300 securities (stocks and exchange-traded portfolios). We subscribe to the following data sets within Intraday Indicators by WRDS : 

   Intraday Indicators by WRDS
   Millisecond Intraday Indicators by WRDS
   WRDS SEC MIDAS

IRI
Information Resources, Inc. (IRI) is the leader in providing point-of-sale information from more than 11,300 grocery stores, as well as some 7,500 drug stores.  We subscribe to the following datasets within IRI: 

   Marketing Fact Book

ISSM
The Institute for the Study of Security Markets (ISSM) database contains tick-by-tick data covering the NYSE and AMEX between 1983 and 1992, and NASDAQ between 1987 and 1992.  Each year of data is divided into two files, one for trades and one for quotes.  We subscribe to the following datasets within ISSM:     

     Consolidated Quotes
     Consolidated Trades

Linking Suite by WRDS
The WRDS Linking Suite allows users to easily download link table between various heavily used databases on WRDS platform. We subscribe to the following data sets within Linking Suite:

   Compustat CRSP Link
   Supply Chain with IDs (Compustat Segment)
   IBES CRSP Link
   TAQ CRSP Link
   Daily TAQ CRSP Link
   Bond CRSP Link
   BoardEx CRSP Compustat Link
   FJC Compustat-CIK Link: Bankruptcy
   FJC Compustat-CIK Link: Civil
   FJC Compustat-CIK Link: Criminal

Macro Finance Society
The Macro Finance Society curates a list of datasets from several influential papers broadly in the area of macro finance. We subscribe to the following data sets within Macro Finance Society:

   Commodity Trade and Currency Returns
   Q Factors
   Uncertainty
   Cay Data
   Roberts Dealscan-Compustat Linking Database

Mergent FISD
Mergent Fixed Income Securities Database (FISD) for academia is a comprehensive database of publicly offered U.S. bonds. FISD contains issue details on over 140,000 corporate, corporate MTN (medium term note), supranational, U.S. Agency, and U.S. Treasury debt securities and includes more than 550 data items.

   Bond Issuers
   Bond Issues
   Bond Ratings
   Bond Redemption
   Time Sales Data

MFLINKS
Mutual Funds Links (MFLINKS) tables provides a reliable means to join CRSP Mutual Fund (MFDB) data that covers mutual fund performance, expenses, and related information to equity holdings data in the TFN/CDA S12 datasets. Using MFLINKS allows a researcher to gather detail on holdings for either particular funds or fund families and groups of funds at specific points in time. We subscribe to the following datasets within Mutual Fund Links:

     CRSP_FUNDNO - WFICN
     FUNDNO - WFICN

MSCI (formerly KLD and GMI)
This corporate governance historical dataset (formerly GMI Ratings) is updated annually and contains approximately 225 unique data points organized into four primary categoriesfor approximately 3,000 US companies: 

  1. Companies
  2. Directors
  3. CEO Compensation
  4. Takeover defenses 

We subscribe to the following datasets in MSCI:

     MSCI ESG KLD STATS   
     MSCI GMI Ratings

MSRB - Municipal Securities Rulemaking Board
As the primary regulator of the $3.7 trillion municipal security market, the MSRB collects and makes publicly available through its Electronic Municipal Market Access (EMMA). The trades represent transactions by investors and dealers in the over-the-counter market for municipal securities issued by municipal entities, including states, counties, cities and special tax districts. We subscribe to the following datasets within MSRB:

     Municipal Securities Transaction Data

OTC Markets
OTC Markets Group provides trade information and analysis for 10,000 U.S. and global securities traded over-the-counter. We subscribe to the following datasets within OTC Markets:

     End-of-Day Pricing

Penn World Tables
The Penn World Tables provides national income accounts-type of variables converted to international prices. The homogenization of national accounts to a common numeraire allows valid comparisons of income among countries. We subscribe to the following datasets within Penn World Tables:

   Penn World Tables 7.1:
   Data
   Charts

   National Accounts:
   Data
   Charts

Peters and Taylor Total Q
Extract data on firms’ “Total q” ratio and the replacement cost of firms’ intangible capital. Total q is an improved Tobin’s q proxy that includes intangible capital in the denominator, i.e., in the replacement cost of firms’ capital.

PHLX
The Philadelphia Stock Exchange's United Currency Options Market (UCOM) offers choice of expiration date, strike (exercise) price, premium payment and any combination of 10 currencies currently available for a total of 100 possible currency pairs.  We subscribe to the following datasets within PHLX:

   Currency Options
   Implied Volatility

Public Data
Public data on WRDS comes from a variety of sources in the public domain. WRDS converts the data into a consistent format and updates it on a regular basis. The databases are organized into content areas. We subscribe to the following datasets within Public Data:

   WRDS SEC MIDAS

   Bureau of Economic Analysis:
   Annual Data
   Quarterly Data

   Bureau of Labor Statistics:
   BLS Time Series Data

NYC Yellow Taxi Trips
   NYC Yellow Taxi Trips 2014
   NYC Yellow Taxi Trips 2015

   Healthcare:
   HCUP Diagnoses
   HCUP Procedures
   MEPS Expenditures by Healthcare Service
   MEPS Insurance National Tables
   MEPS Expenditures by Medical Condition
   MEPS Top Prescribed Drugs
   MEPS Expenditures per Event by Health Care Service
   MEPS Expenditures per Event by Length of Hospital Stay
   MEPS Top Therapeutic Drug Classes

RavenPack News Analytics
RavenPack analyzes the unstructured content from thousands of publications to extract information on named entities and financially relevant events in the public eye. We subscribe to the following datasets within RavenPack News Analytics:

Global Macro:
   Full Edition
   Dow Jones Edition
   PR Edition
   Web Edition

   Equities:
   Full Edition
   Dow Jones Edition
   PR Edition
   Web Edition

      Mapping Files:
   Entity Mapping File
   Source List
   Taxonomy File

Research Quotient
Research Quotient = percentage increase in revenue from a 1% increase in R&D. RQ is the output elasticity of R&D. RQ offers a universal, uniform, and reliable measure of a firm's R&D productivity.

SEC Disclosure of Order Execution
On November 15, 2000, the SEC adopted new rules aimed at improving public disclosure of order execution and routing practices. As a result of Rule 11Ac1-5, market centers that trade national market system securities must make monthly, electronic disclosures of basic information concerning their quality of executions on a stock-by-stock basis, including how market orders of various sizes are executed relative to the public quotes and information about effective spreads - the spreads actually paid by investors whose orders are routed to a particular market center. In addition, market centers must disclose the extent to which they provide executions at prices better than the public quotes to investors using limit orders. Data is available on WRDS through 2005, and is no longer updated.

TAQ (NYSE Trade and Quote)
The Trade and Quote (TAQ) database contains intraday transactions data (trades and quotes) for all securities listed on the New York Stock Exchange (NYSE), American Stock Exchange (AMEX), the Nasdaq National Market System (NMS), and all other U.S. equity exchanges. We subscribe to the following data sets within TAQ:

   Trade and Quote:
   Consolidated Quotes
   Consolidated Trades
   Reg SHO (NYSE Short Sales)
   TAQ Tools

   Millisecond Trade and Quote:
   Consolidated Quotes
   Consolidated Trades
   TAQ Millisecond Tools

Thomson Reuters
We subscribe to the following datasets in the Thomson Reuters suite:

Mutual Fund Holdings - (s12)
s12 Master File
Type 1: Fund Characteristics
Type 2: Stock Characteristics
Type 3: Stock Holdings
Type 4: Change in Holdings

Institutional (13f) Holdings - s34
S34 Master File
Type 1: Manager
Type 2: Stock Characteristics
Type 3: Stock Holdings
Type 4: Change in Holdings

Insiders Data
Amendmenst Concordance
Average Returns
Form 144
Rule 10b5
Table 1
Table 2

WRDS-Reuters DealScan
Company
Facility
Package
Current Facility Pricing
Lenders
Roberts Dealscan-Compustat Linking Database
DealScan Lender Link Tables

WRDS TR Tools
WRDS Thomson Stock Ownership

TRACE
TRACE consolidates transaction data for all eligible corporate bonds - investment grade, high yield and convertible debt. As a result, individual investors and market professionals can access information on 100 percent of OTC activity representing over 99 percent of total U.S. corporate bond market activity in over 30,000 securities. We subscribe to the following datasets within TRACE:

OTC Corporate Bond and Agency Debt Bond Transaction Data
Bond Trades (BTDS)
Bond Trades (ATDS)
Bond Trades (BTDS 144A)
Bond Trades (SPDS - TBA)
Bond Trades (SPDS - ABS)
Bond Trades (SPDS - CMO)
Bond Trades (SPDS - MBS)
Bond Trades (SPDS 144A - ABS)
Bond Trades (SPDS 144A - CMO)
Daily Trade Summary (BTDS)
Daily Trade Summary (ATDS)
Daily Trade Summary (BTDS-144A)
Daily Trade Summary (SPDS -TBA)
Daily Trade Summary (SPDS-ABS)
Daily Trade Summary (SPDS-CMO)
Daily Trade Summary (Securitized Products-MBS)
Daily Trade Summary (SPDS 144A - ABS)
Daily Trade Summary (SPDS 144A - CMO)
Master File - Corporate and Agency Debt
Master File - ABS
Master File - CMO
Master File - MBS
Master File - T

Trace Enhanced
Bond Trades

World Indices by WRDS
Country total return indices (with dividends). 40+ countries. Daily and monthly frequencies. We subscribe to the following datasets within World Indices by WRDS:

Daily WRDS World Indices
Monthly WRDS World Indices
WRDS World Index Constituents

WRDS Bond Returns
The WRDS Bond Database allows researchers to easily and effectively access cleaned datasets of corporate bond transactions, sourced from TRACE Standard and TRACE Enhanced datasets, along with a separate dataset for monthly price, return, coupon and yield information for all corporate bonds traded since July 2002. The chart illustrates the comprehensive database coverage of all traded corporate bond issues over time. We Subscribe to the following datasets within WRDS Bond Returns:

WRDS Bond Returns
Bond CRSP Link

WRDS Factors
WRDS Factors provides researchers a centralized platform aggregating the commonly used equity signals for the U.S. market. Test the historical performance of common asset pricing signals using:.Over 100 different quant signals; or upload your own customized quant signal file. We Subscribe to the following datasets within WRDS Factors:

WRDS Factors (Backtester)
WRDS Factors (Backtester) with User Signals

WRDS SEC Analytics Suite
Search through the contents of millions of SEC filings. Access Readability and Sentiment scores and Linking Tables. We Subscribe to the following datasets within WRDS SEC Analytics Suite:

WRDS SEC Filings Index Data
SEC Filings Index
SEC Filings on WRDS

WRDS SEC Filings Queries
Readability and Sentiment
SEC Filings Search
List of Filings Exhibits
List of 8K Items

WRDS SEC Linking Tables
Historical Company Names
CIK-CUSIP Link Table
GVKEY-CIK Link Table

WRDS SEC 13F Holdings Data
WRDS SEC Analytics Suite - 13F Holdings Data
WRDS SEC Analytics Suite - 13F Summary Data

WRDS SEC Text Analysis
WRDS Bag of Words

WRDS Thomson Reuters Institutional (13f) Holdings - Stock Ownership Summary
A WRDS tool to aggregate Thomson-Reuters Institutional Ownership data at the security level.  This tool uses Thomson-Reuters S34 data. We subscribe to the following datasets within WRDS Thomson Reuters Institutional (13f) Holdings - Stock Ownership Summary:

WRDS Thomson Reuters Stock Ownership

WRDS Insiders Data
Develop tailored datasets from all SEC filings, parsing millions of regulatory reports. WRDS SEC Analytics Suite with SEC Readability and Sentiment data is positioned for broad business usage – from due diligence and forensic accounting to disclosure research and investment management. We subscribe to the following datasets within WRDS Insiders Data:

Filing Data
Reporting Owners
Derivatives
Non-Derivatives
Footnotes