
Table 39.23: CSTHEAD Data Set—Compustat Header Data
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
IPERM |
Header CRSP issue PERMNO link |
Numeric |
|
ICOMP |
Header CRSP company PERMCO link |
Numeric |
|
BEGYR |
Annual date of earliest data (yyyy) |
Numeric |
|
ENDYR |
Annual date of latest data (yyyy) |
Numeric |
|
BEGQTR |
Quarterly date of earliest data (yyyy.q) |
Numeric |
|
ENDQTR |
Quarterly date of latest data (yyyy.q) |
Numeric |
|
AVAILFLG |
Code of available CST data types |
Numeric |
|
DNUM |
Industry code |
Numeric |
|
FILE |
File identification code |
Numeric |
|
ZLIST |
Exchange listing and S&P Index code |
Numeric |
|
STATE |
State identification code |
Numeric |
|
COUNTY |
County identification code |
Numeric |
|
STINC |
State incorporation code |
Numeric |
|
FINC |
Foreign incorporation code |
Numeric |
|
XREL |
S&P Industry Index relative code |
Numeric |
|
STK |
Stock ownership code |
Numeric |
|
DUP |
Duplicate file code |
Numeric |
|
CCNDX |
Current Canadian Index Code |
Numeric |
|
GICS |
Global Industry Class. Std. code |
Numeric |
|
IPODT |
IPO date |
Numeric |
|
BEGDT |
First date of Compustat data |
Numeric |
|
ENDDT |
Last date of Compustat data |
Numeric |
|
FUNDF1 |
Fundamental File Identification Code 1 |
Numeric |
|
FUNDF2 |
Fundamental File Identification Code 2 |
Numeric |
|
FUNDF3 |
Fundamental File Identification Code 3 |
Numeric |
|
NAICS |
North American Industry Classification |
Character |
|
CPSPIN |
Primary S&P index marker |
Character |
|
CSSPIN |
Secondary S&P index marker |
Character |
|
CSSPII |
Subset S&P index marker |
Character |
|
SUBDBT |
Current S&P Subordinated Debt Rating |
Character |
|
CPAPER |
Current S&P Commercial Paper Rating |
Character |
|
SDBT |
Current S&P Senior Debt Rating |
Character |
|
SDBTIM |
Current S&P Senior Debt Rating-Footnote |
Character |
|
CNUM |
CUSIP issuer code |
Character |
|
CIC |
Issuer number |
Character |
|
CONAME |
Company name |
Character |
|
INAME |
Industry name |
Character |
|
SMBL |
Stock ticker symbol |
Character |
|
EIN |
Employer Identification Number |
Character |
|
INCORP |
Incorporation ISO Country Code |
Character |
|
RCST3 |
Reserved 3 |
Character |
Table 39.24: CSTNAME Data Set—Compustat Description History Array
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CHGDT |
Effective date of this description |
Numeric |
|
CHGENDDT |
Last effective date of this description |
Numeric |
|
DNUM |
Industry code |
Numeric |
|
FILE |
File identification code |
Numeric |
|
ZLIST |
Exchange listing and S&P Index code |
Numeric |
|
STATE |
State identification code |
Numeric |
|
COUNTY |
County identification code |
Numeric |
|
STINC |
State incorporation code |
Numeric |
|
FINC |
Foreign incorporation code |
Numeric |
|
XREL |
S&P Industry Index relative code |
Numeric |
|
STK |
Stock ownership code |
Numeric |
|
DUP |
Duplicate file code |
Numeric |
|
CCNDX |
Current Canadian Index Code |
Numeric |
|
GICS |
Global Industry Classification Std. code |
Numeric |
|
IPODT |
IPO date |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
RCST2 |
Reserved 2 |
Numeric |
|
FUNDF1 |
Fundamental File Identification Code 1 |
Numeric |
|
FUNDF2 |
Fundamental File Identification Code 2 |
Numeric |
|
FUNDF3 |
Fundamental File Identification Code 3 |
Numeric |
|
NAICS |
North American Industry Classification |
Character |
|
CPSPIN |
Primary S&P index marker |
Character |
|
CSSPIN |
Secondary S&P index marker |
Character |
|
CSSPII |
Subset S&P index marker |
Character |
|
SUBDBT |
Current S&P Subordinated Debt Rating |
Character |
|
CPAPER |
Current S&P Commercial Paper Rating |
Character |
|
SDBT |
Current S&P Senior Debt Rating |
Character |
|
SDBTIM |
Current S&P Senior Debt Rating-Footnote |
Character |
|
CNUM |
CUSIP issuer code |
Character |
|
CIC |
Issuer number |
Character |
|
CONAME |
Company name |
Character |
|
INAME |
Industry name |
Character |
|
SMBL |
Stock ticker symbol |
Character |
|
EIN |
Employer Identification Number |
Character |
|
INCORP |
Incorporation ISO Country Code |
Character |
|
RCST3 |
Reserved 3 |
Character |
Table 39.25: LINK Data Set—CRSP Compustat Link History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
LINKDT |
First date link is valid |
Numeric |
|
LINKENDT |
Last date link is valid |
Numeric |
|
NPERMNO |
CRSP PERMNO linked |
Numeric |
|
NPERMCO |
CRSP PERMCO linked |
Numeric |
|
LINKTYPE |
Link type code |
Character |
|
LINKFLAG |
Linking Flag |
Character |
Table 39.26: APERDES Data Set—Annual Period Descriptors Time Series
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CRSPDT |
CRSP Date |
Numeric |
|
RCALDT |
Raw Calendar Trading Date |
Numeric |
|
FISCALDT |
Fiscal Trading Date |
Numeric |
|
DATYR |
Data Year |
Numeric |
|
DATQTR |
Data Quarter |
Numeric |
|
FISCYR |
Fiscal year-end month of data |
Numeric |
|
CALYR |
Calendar year |
Numeric |
|
CALQTR |
Calendar quarter |
Numeric |
|
UPCODE |
Update code |
Numeric |
|
SRCDOC |
Source document code |
Numeric |
|
SPBOND |
S&P Senior Debt Rating |
Numeric |
|
SPDEBT |
S&P Subordinated Debt Rating |
Numeric |
|
SPPAPER |
S&P Commercial Paper Rating |
Numeric |
|
SPRANK |
Common Stock Ranking |
Numeric |
|
MAJIND |
Major Index Code |
Numeric |
|
INDIND |
S&P Industry Index Code |
Numeric |
|
REPDT |
Report date of quarterly earnings |
Numeric |
|
FLOWCD |
Flow of funds statement format code |
Numeric |
|
CANDXC |
Canadian index code |
Numeric |
|
PEFTNT1 |
Period Descriptor Footnote 1 Source Document Code |
Character |
|
PEFTNT2 |
Period Descriptor Footnote 2 Month of Deletion |
Character |
|
PEFTNT3 |
Period Descriptor Footnote 3 Year of Deletion |
Character |
|
PEFTNT4 |
Period Descriptor Footnote 4 Reason For Deletion |
Character |
|
PEFTNT5 |
Period Descriptor Footnote 5 Unused |
Character |
|
PEFTNT6 |
Period Descriptor Footnote 6 Unused |
Character |
|
PEFTNT7 |
Period Descriptor Footnote 7 Unused |
Character |
|
PEFTNT8 |
Period Descriptor Footnote 8 Unused |
Character |
Table 39.27: QPERDES Data Set—Quarterly Period Descriptors Time Series
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CRSPDT |
CRSP Date |
Numeric |
|
RCALDT |
Raw Calendar Trading Date |
Numeric |
|
FISCALDT |
Fiscal Trading Date |
Numeric |
|
DATYR |
Data Year |
Numeric |
|
DATQTR |
Data Quarter |
Numeric |
|
FISCYR |
Fiscal year-end month of data |
Numeric |
|
CALYR |
Calendar year |
Numeric |
|
CALQTR |
Calendar quarter |
Numeric |
|
UPCODE |
Update code |
Numeric |
|
SRCDOC |
Source document code |
Numeric |
|
SPBOND |
S&P Senior Debt Rating |
Numeric |
|
SPDEBT |
S&P Subordinated Debt Rating |
Numeric |
|
SPPAPER |
S&P Commercial Paper Rating |
Numeric |
|
SPRANK |
Common Stock Ranking |
Numeric |
|
MAJIND |
Major Index Code |
Numeric |
|
INDIND |
S&P Industry Index Code |
Numeric |
|
REPDT |
Report date of quarterly earnings |
Numeric |
|
FLOWCD |
Flow of funds statement format code |
Numeric |
|
CANDXC |
Canadian index code |
Numeric |
|
PEFTNT1 |
Period Descriptor Footnote 1 Comparability Status |
Character |
|
PEFTNT2 |
Period Descriptor Footnote 2 Company Status Alert |
Character |
|
PEFTNT3 |
Period Descriptor Footnote 3 S&P Senior Debt Rating |
Character |
|
PEFTNT4 |
Period Descriptor Footnote 4 Reason For Deletion |
Character |
|
PEFTNT5 |
Period Descriptor Footnote 5 Unused |
Character |
|
PEFTNT6 |
Period Descriptor Footnote 6 Unused |
Character |
|
PEFTNT7 |
Period Descriptor Footnote 7 Unused |
Character |
|
PEFTNT8 |
Period Descriptor Footnote 8 Unused |
Character |
Table 39.28: IAITEMS Data Set—Annual Data Items
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CRSPDT |
CRSP Date |
Numeric |
|
RCALDT |
Raw Calendar Trading Date |
Numeric |
|
FISCALDT |
Fiscal Trading Date |
Numeric |
|
IA1 |
Cash and Short Term Investments |
Numeric |
|
IA2 |
Receivables—Total |
Numeric |
|
IA3 |
Inventories—Total |
Numeric |
|
IA4 |
Current Assets—Total |
Numeric |
|
IA5 |
Current Liabilities Total |
Numeric |
|
IA6 |
Assets Total Liabilities and Stockholders’ Equity Total |
Numeric |
|
IA7 |
Property, Plant, and Equipment Total (Gross) |
Numeric |
|
IA8 |
Property, Plant, and Equipment Total (Net) |
Numeric |
|
IA9 |
Long-Term Debt—Total |
Numeric |
|
IA10 |
Preferred Stock Liquidating Value |
Numeric |
|
IA11 |
Common Equity Tangible |
Numeric |
|
IA12 |
Sales (Net) |
Numeric |
|
IA13 |
Operating Income Before Depreciation |
Numeric |
|
IA14 |
Depreciation and Amortization Income Statement) |
Numeric |
|
IA15 |
Interest Expense |
Numeric |
|
IA16 |
Income Taxes—Total |
Numeric |
|
IA17 |
Special Items |
Numeric |
|
IA18 |
Income Before Extraordinary Items |
Numeric |
|
IA19 |
Dividends—Preferred |
Numeric |
|
IA20 |
Income Before Extraordinary Items Adj for Com Stk Equiv Dollar Savings |
Numeric |
|
IA21 |
Dividends—Common |
Numeric |
|
IA22 |
Price—High |
Numeric |
|
IA23 |
Price—Low |
Numeric |
|
IA24 |
Price—Close |
Numeric |
|
IA25 |
Common Shares Outstanding |
Numeric |
|
IA26 |
Dividends Per Share by Ex-Date |
Numeric |
|
IA27 |
Adjustment Factor (Cumulative) by Ex-Date |
Numeric |
|
IA28 |
Common Shares Traded |
Numeric |
|
IA29 |
Employees |
Numeric |
|
IA30 |
Property, Plant, and Equipment Capital Expenditures (Schedule V) |
Numeric |
|
IA31 |
Investments and Advances Equity Method |
Numeric |
|
IA32 |
Investments and Advances—Other |
Numeric |
|
IA33 |
Intangibles |
Numeric |
|
IA34 |
Debt in Current Liabilities |
Numeric |
|
IA35 |
Deferred Taxes and Investment Tax Credit (Balance Sheet) |
Numeric |
|
IA36 |
Retained Earnings |
Numeric |
|
IA37 |
Invested Capital Total |
Numeric |
|
IA38 |
Minority Interest Balance Sheet |
Numeric |
|
IA39 |
Convertible Debt and Preferred Stock |
Numeric |
|
IA40 |
Common Shares Reserved for Conversion—Total |
Numeric |
|
IA41 |
Cost of Goods Sold |
Numeric |
|
IA42 |
Labor and Related Expense |
Numeric |
|
IA43 |
Pension and Retirement Expense |
Numeric |
|
IA44 |
Debt—Due in One Year |
Numeric |
|
IA45 |
Advertising Expense |
Numeric |
|
IA46 |
Research and Development Expense |
Numeric |
|
IA47 |
Rental Expense |
Numeric |
|
IA48 |
Extraordinary Items and Discontinued Operations |
Numeric |
|
IA49 |
Minority Interest (Income Account) |
Numeric |
|
IA50 |
Deferred Taxes (Income Account) |
Numeric |
|
IA51 |
Investment Tax Credit (Income Account) |
Numeric |
|
IA52 |
Net Operating Loss Carry Forward Unused Portion |
Numeric |
|
IA53 |
Earnings Per Share (Basic)—Including Extraordinary Items |
Numeric |
|
IA54 |
Common Shares Used to Calculate Earnings Per Share (Basic) |
Numeric |
|
IA55 |
Equity in Earnings |
Numeric |
|
IA56 |
Preferred Stock Redemption Value |
Numeric |
|
IA57 |
Earnings Per Share (Diluted)—Excluding Extraordinary Items |
Numeric |
|
IA58 |
Earnings Per Share (Basic)—Excluding Extraordinary Items |
Numeric |
|
IA59 |
Inventory Valuation Method |
Numeric |
|
IA60 |
Common Equity—Total |
Numeric |
|
IA61 |
Non-operating Income (Expense) |
Numeric |
|
IA62 |
Interest Income |
Numeric |
|
IA63 |
Income Taxes—Federal Current |
Numeric |
|
IA64 |
Income Taxes—Foreign Current |
Numeric |
|
IA65 |
Amortization of Intangibles |
Numeric |
|
IA66 |
Discontinued Operations |
Numeric |
|
IA67 |
Receivables Estimated Doubtful |
Numeric |
|
IA68 |
Current Assets—Other |
Numeric |
|
IA69 |
Assets—Other |
Numeric |
|
IA70 |
Accounts Payable |
Numeric |
|
IA71 |
Income Taxes Payable |
Numeric |
|
IA72 |
Current Liabilities Other |
Numeric |
|
IA73 |
Property, Plant, and Equipment—Construction in Progress (Net) |
Numeric |
|
IA74 |
Deferred Taxes (Balance Sheet) |
Numeric |
|
IA75 |
Liabilities—Other |
Numeric |
|
IA76 |
Inventories—Raw Materials |
Numeric |
|
IA77 |
Inventories—Work in Progress |
Numeric |
|
IA78 |
Inventories Finished Goods |
Numeric |
|
IA79 |
Debt—Convertible |
Numeric |
|
IA80 |
Debt—Subordinated |
Numeric |
|
IA81 |
Debt—Notes |
Numeric |
|
IA82 |
Debt—Debentures |
Numeric |
|
IA83 |
Long—Term Debt Other |
Numeric |
|
IA84 |
Debt—Capitalized Lease Obligations |
Numeric |
|
IA85 |
Common Stock |
Numeric |
|
IA86 |
Treasury Stock Memo Entry |
Numeric |
|
IA87 |
Treasury Stock Number of Common Shares |
Numeric |
|
IA88 |
Treasury Stock—Total Dollar Amount |
Numeric |
|
IA89 |
Pension Costs—Unfunded Vested Benefits |
Numeric |
|
IA90 |
Pension Costs—Unfunded Past or Prior Service |
Numeric |
|
IA91 |
Debt—Maturing In Second Year |
Numeric |
|
IA92 |
Debt—Maturing In Third Year |
Numeric |
|
IA93 |
Debt—Maturing In Fourth Year |
Numeric |
|
IA94 |
Debt—Maturing In Fifth Year |
Numeric |
|
IA95 |
Rental Commitments Minimum—Five Years Total |
Numeric |
|
IA96 |
Rental Commitments Minimum—First Year |
Numeric |
|
IA97 |
Retained Earnings Unrestricted |
Numeric |
|
IA98 |
Order Backlog |
Numeric |
|
IA99 |
Retained Earnings Restatement |
Numeric |
|
IA100 |
Common Shareholders |
Numeric |
|
IA101 |
Interest Expense on Long-Term Debt |
Numeric |
|
IA102 |
Excise Taxes |
Numeric |
|
IA103 |
Depreciation Expense (Schedule VI) |
Numeric |
|
IA104 |
Short-Term Borrowing Average |
Numeric |
|
IA105 |
Short-Term Borrowings Average Interest Rate |
Numeric |
|
IA106 |
Equity In Net Loss (Earnings) (Statement of Cash Flows) |
Numeric |
|
IA107 |
Sale of Property, Plant, and Equipment (Statement of Cash Flows) |
Numeric |
|
IA108 |
Sale of Common and Preferred Stock (Statement of Cash Flows) |
Numeric |
|
IA109 |
Sale of Investments (Statement of Cash Flows) |
Numeric |
|
IA110 |
Funds from Operations Total (Statement Changes) |
Numeric |
|
IA111 |
Long-Term Debt Issuance (Statement of Cash Flows) |
Numeric |
|
IA112 |
Sources of Funds Total (Statement of Changes) |
Numeric |
|
IA113 |
Increase in Investment (Statement of Cash Flows) |
Numeric |
|
IA114 |
Long-Term Debt Reduction (Statement of Cash Flows) |
Numeric |
|
IA115 |
Purchase of Common and Preferred Stock (Statement of Cash Flows) |
Numeric |
|
IA116 |
Uses of Funds—Total (Statement of Changes) |
Numeric |
|
IA117 |
Sales (Restated) |
Numeric |
|
IA118 |
Income Before Extraordinary Items (Restated) |
Numeric |
|
IA119 |
Earnings Per Share (Basic)—Excluding Extraordinary Items (Restated) |
Numeric |
|
IA120 |
Assets—Total (Restated) |
Numeric |
|
IA121 |
Working Capital (Restated) |
Numeric |
|
IA122 |
Pretax Income (Restated) |
Numeric |
|
IA123 |
Income Before Extraordinary Items (Statement of Cash Flows) |
Numeric |
|
IA124 |
Extraordinary Items & Discontinued Operations (Statement of Cash Flows) |
Numeric |
|
IA125 |
Depreciation and Amortization (Statement of Cash Flows) |
Numeric |
|
IA126 |
Deferred Taxes (Statement of Cash Flows) |
Numeric |
|
IA127 |
Cash Dividends (Statement of Cash Flows) |
Numeric |
|
IA128 |
Capital Expenditures (Statement of Cash Flows) |
Numeric |
|
IA129 |
Acquisitions (Statement of Cash Flows) |
Numeric |
|
IA130 |
Preferred Stock Carrying Value |
Numeric |
|
IA131 |
Cost of Goods Sold (Restated) |
Numeric |
|
IA132 |
Selling, General, and Administrative Expense (Restated) |
Numeric |
|
IA133 |
Depreciation and Amortization Restated |
Numeric |
|
IA134 |
Interest Expenses (Restated) |
Numeric |
|
IA135 |
Income Taxes—Total (Restated) |
Numeric |
|
IA136 |
Extraordinary Items and Discontinued Operations (Restated) |
Numeric |
|
IA137 |
Earnings Per Share (Basic)—Including Extraordinary Items Restated) |
Numeric |
|
IA138 |
Common Shares Used To Calculate Earnings Per Share (Basic) Restated |
Numeric |
|
IA139 |
Earnings Per Share (Diluted)—Excluding Extraordinary Items (Restated) |
Numeric |
|
IA140 |
Earnings Per Share (Diluted)—Including Extraordinary Items (Restated) |
Numeric |
|
IA141 |
Property, Plant, and Equipment—Total Net (Restated) |
Numeric |
|
IA142 |
Long-Term Debt—Total (Restated) |
Numeric |
|
IA143 |
Retained Earnings (Restated) |
Numeric |
|
IA144 |
Stockholders’ Equity (Restated) |
Numeric |
|
IA145 |
Capital Expenditures (Restated) |
Numeric |
|
IA146 |
Employees (Restated) |
Numeric |
|
IA147 |
Interest Capitalized |
Numeric |
|
IA148 |
Long-Term Debt Tied to Prime |
Numeric |
|
IA149 |
Auditor/Auditor’s Opinion |
Numeric |
|
IA150 |
Foreign Currency Adjustment Income Account |
Numeric |
|
IA151 |
Receivables—Trade |
Numeric |
|
IA152 |
Deferred Charges |
Numeric |
|
IA153 |
Accrued Expense |
Numeric |
|
IA154 |
Debt—Subordinated Convertible |
Numeric |
|
IA155 |
Property, Plant, and Equipment—Buildings (Net) |
Numeric |
|
IA156 |
Property, Plant, and Equipment—Machinery and Equipment (Net) |
Numeric |
|
IA157 |
Property, Plant, and Equipment Natural Resources (Net) |
Numeric |
|
IA158 |
Property, Plant, and Equipment—Land and Improvements (Net) |
Numeric |
|
IA159 |
Property, Plant, and Equipment—Leases (Net) |
Numeric |
|
IA160 |
Prepaid Expense |
Numeric |
|
IA161 |
Income Tax Refund |
Numeric |
|
IA162 |
Cash |
Numeric |
|
IA163 |
Rental Income |
Numeric |
|
IA164 |
Rental Commitments Minimum—Second Year |
Numeric |
|
IA165 |
Rental Commitments Minimum—Third Year |
Numeric |
|
IA166 |
Rental Commitments Minimum—Fourth Year |
Numeric |
|
IA167 |
Rental Commitments Minimum—Fifth Year |
Numeric |
|
IA168 |
Compensating Balance |
Numeric |
|
IA169 |
Earnings Per Share (Diluted)—Including Extraordinary Items |
Numeric |
|
IA170 |
Pretax Income |
Numeric |
|
IA171 |
Common Shares Used to Calculate Earnings Per Share (Diluted) |
Numeric |
|
IA172 |
Net Income (Loss) |
Numeric |
|
IA173 |
Income Taxes—State Current |
Numeric |
|
IA174 |
Depletion Expense (Schedule VI) |
Numeric |
|
IA175 |
Preferred Stock Redeemable |
Numeric |
|
IA176 |
Blank |
Numeric |
|
IA177 |
Net Income (Loss) (Restated) |
Numeric |
|
IA178 |
Operating Income After Depreciation |
Numeric |
|
IA179 |
Working Capital (Balance Sheet) |
Numeric |
|
IA180 |
Working Capital Change Total (Statement of Changes) |
Numeric |
|
IA181 |
Liabilities—Total |
Numeric |
|
IA182 |
Property, Plant, and Equipment—Beginning Balance (Schedule V) |
Numeric |
|
IA183 |
Accounting Changes Cumulative Effect |
Numeric |
|
IA184 |
Property, Plant, and Equipment Retirements (Schedule V) |
Numeric |
|
IA185 |
Property, Plant, and Equipment—Other Changes (Schedule V) |
Numeric |
|
IA186 |
Inventories—Other |
Numeric |
|
IA187 |
Property, Plant, and Equipment—Ending Balance (Schedule V) |
Numeric |
|
IA188 |
Debt—Senior Convertible |
Numeric |
|
IA189 |
Selling, General, and Administrative Expense |
Numeric |
|
IA190 |
Non-operating Income (Expense) |
Numeric |
|
IA191 |
Common Stock Equivalents—Dollar Savings |
Numeric |
|
IA192 |
Extraordinary Items |
Numeric |
|
IA193 |
Short-Term Investments |
Numeric |
|
IA194 |
Receivables—Current Other |
Numeric |
|
IA195 |
Current Assets—Other Excluding Prepaid Expenses |
Numeric |
|
IA196 |
Depreciation, Depletion and Amortization (Accumulated) (Balance Sheet) |
Numeric |
|
IA197 |
Price—Fiscal Year High |
Numeric |
|
IA198 |
Price—Fiscal Year Low |
Numeric |
|
IA199 |
Price—Fiscal Year Close |
Numeric |
|
IA200 |
Common Shares Reserved for Conversion Convertible Debt |
Numeric |
|
IA201 |
Dividends Per Share by Payable Date |
Numeric |
|
IA202 |
Adjustment Factor (Cumulative) by Payable Date |
Numeric |
|
IA203 |
Common Shares Reserved for Conversion Preferred Stock |
Numeric |
|
IA204 |
Goodwill |
Numeric |
|
IA205 |
Assets—Other Excluding Deferred Charges |
Numeric |
|
IA206 |
Notes Payable |
Numeric |
|
IA207 |
Current Liabilities Other—Excluding Accrued Expenses |
Numeric |
|
IA208 |
Investment Tax Credit (Balance Sheet) |
Numeric |
|
IA209 |
Preferred Stock Nonredeemable |
Numeric |
|
IA210 |
Capital Surplus |
Numeric |
|
IA211 |
Income Taxes—Other |
Numeric |
|
IA212 |
Blank |
Numeric |
|
IA213 |
Sale of Prop, Plnt, & Equip & Sale of Invs Loss(Gain)(Stmt of Csh Flo) |
Numeric |
|
IA214 |
Preferred Stock Convertible |
Numeric |
|
IA215 |
Common Shares Reserved for Conversion Stock Options |
Numeric |
|
IA216 |
Stockholders’ Equity Total |
Numeric |
|
IA217 |
Funds from Operations Other (Statement of Cash Flow) |
Numeric |
|
IA218 |
Sources of Funds Other (Statement of Changes) |
Numeric |
|
IA219 |
Uses of Funds—Other (Statement of Changes) |
Numeric |
|
IA220 |
Depreciation (Accumulated) Beginning Balance (Schedule VI) |
Numeric |
|
IA221 |
Depreciation (Accumulated) Retirements (Schedule VI) |
Numeric |
|
IA222 |
Depreciation (Accumulated)—Other Changes (Schedule VI) |
Numeric |
|
IA223 |
Depreciation (Accumulated)—Ending Balance (Schedule VI) |
Numeric |
|
IA224 |
Non-operating Income (Expense) (Restated) |
Numeric |
|
IA225 |
Minority Interest (Restated) |
Numeric |
|
IA226 |
Treasury Stock (Dollar Amount)—Common |
Numeric |
|
IA227 |
Treasury Stock (Dollar Amount)—Preferred |
Numeric |
|
IA228 |
Currency Translation Rate |
Numeric |
|
IA229 |
Common Shares Reserved for Conversion Warrants and Other |
Numeric |
|
IA230 |
Retained Earnings Cumulative Translation Adjustment |
Numeric |
|
IA231 |
Retained Earnings Other Adjustments |
Numeric |
|
IA232 |
Common Stock—Per Share Carrying Value |
Numeric |
|
IA233 |
Earnings per Share from Operations |
Numeric |
|
IA234 |
ADR Ratio |
Numeric |
|
IA235 |
Common Equity Liquidation Value |
Numeric |
|
IA236 |
Working Capital Change Other—Increase (Decrease) (Stmnt of Changes) |
Numeric |
|
IA237 |
Income Before Extraordinary Items Available for Common |
Numeric |
|
IA238 |
Marketable Securities Adjustment (Balance Sheet) |
Numeric |
|
IA239 |
Interest Capitalized Net Income Effect |
Numeric |
|
IA240 |
Inventories—LIFO Reserve |
Numeric |
|
IA241 |
Debt—Mortgages and Other Secured |
Numeric |
|
IA242 |
Dividends—Preferred In Arrears |
Numeric |
|
IA243 |
Pension Benefits Present Value of Vested |
Numeric |
|
IA244 |
Pension Benefits Present Value of Nonvested |
Numeric |
|
IA245 |
Pension Benefits Net Assets |
Numeric |
|
IA246 |
Pension Discount Rate (Assumed Rate of Return) |
Numeric |
|
IA247 |
Pension Benefits Information Date |
Numeric |
|
IA248 |
Acquisition—Income Contribution |
Numeric |
|
IA249 |
Acquisitions—Sales Contribution |
Numeric |
|
IA250 |
Property, Plant, and Equipment—Other (Net) |
Numeric |
|
IA251 |
Depreciation (Accumulated)—Land and Improvements |
Numeric |
|
IA252 |
Depreciation (Accumulated) Natural Resources |
Numeric |
|
IA253 |
Depreciation (Accumulated) Buildings |
Numeric |
|
IA254 |
Depreciation (Accumulated) Machinery and Equipment |
Numeric |
|
IA255 |
Depreciation (Accumulated)—Leases |
Numeric |
|
IA256 |
Depreciation (Accumulated) Construction in Progress |
Numeric |
|
IA257 |
Depreciation (Accumulated)—Other |
Numeric |
|
IA258 |
Net Income Adjusted for Common Stock Equivalents |
Numeric |
|
IA259 |
Retained Earnings Unadjusted |
Numeric |
|
IA260 |
Property, Plant, and Equipment—Land and Improvements at Cost |
Numeric |
|
IA261 |
Property, Plant, and Equipment—Natural Resources at Cost |
Numeric |
|
IA262 |
Blank |
Numeric |
|
IA263 |
Property, Plant, and Equipment—Buildings at Cost |
Numeric |
|
IA264 |
Property, Plant, and Equipment—Machinery and Equipment at Cost |
Numeric |
|
IA265 |
Property, Plant, and Equipment—Leases at Cost |
Numeric |
|
IA266 |
Property, Plant, and Equipment Construction in Progress at Cost |
Numeric |
|
IA267 |
Property, Plant, and Equipment—Other at Cost |
Numeric |
|
IA268 |
Debt Unamortized Debt Discount and Other |
Numeric |
|
IA269 |
Deferred Taxes Federal |
Numeric |
|
IA270 |
Deferred Taxes Foreign |
Numeric |
|
IA271 |
Deferred Taxes—State |
Numeric |
|
IA272 |
Pretax Income Domestic |
Numeric |
|
IA273 |
Pretax Income Foreign |
Numeric |
|
IA274 |
Cash & Cash Equivalent Increase (Decrease) (Statement of Cash Flows) |
Numeric |
|
IA275 |
Blank |
Numeric |
|
IA276 |
S&P Major Index Code Historical |
Numeric |
|
IA277 |
S&P Industry Index Code—Historical |
Numeric |
|
IA278 |
Fortune Industry Code Historical |
Numeric |
|
IA279 |
Fortune Rank |
Numeric |
|
IA280 |
S&P Long-Term Domestic Issuer Credit Rating Historical |
Numeric |
|
IA281 |
Blank |
Numeric |
|
IA282 |
S&P Common Stock Ranking |
Numeric |
|
IA283 |
S&P Short-Term Domestic Issuer Credit Rating—Historical |
Numeric |
|
IA284 |
Pension Vested Benefit Obligation |
Numeric |
|
IA285 |
Pension—Accumulated Benefit Obligation |
Numeric |
|
IA286 |
Pension—Projected Benefit Obligation |
Numeric |
|
IA287 |
Pension Plan Assets |
Numeric |
|
IA288 |
Pension—Unrecognized Prior Service Cost |
Numeric |
|
IA289 |
Pension—Other Adjustments |
Numeric |
|
IA290 |
Pension—Prepaid Accrued Cost |
Numeric |
|
IA291 |
Pension Vested Benefit Obligation Underfunded |
Numeric |
|
IA292 |
Periodic Postretirement Benefit Cost Net |
Numeric |
|
IA293 |
Pension—Accumulated Benefit Obligation (Underfunded) |
Numeric |
|
IA294 |
Pension—Projected Benefit Obligation (Underfunded) |
Numeric |
|
IA295 |
Periodic Pension Cost (Net) |
Numeric |
|
IA296 |
Pension Plan Assets (Underfunded) |
Numeric |
|
IA297 |
Pension—Unrecognized Prior Service Cost (Underfunded) |
Numeric |
|
IA298 |
Pension—Additional Minimum Liability |
Numeric |
|
IA299 |
Pension—Other Adjustments (Underfunded) |
Numeric |
|
IA300 |
Pension—Prepaid Accrued Cost (Underfunded) |
Numeric |
|
IA301 |
Changes in Current Debt (Statement of Cash Flows) |
Numeric |
|
IA302 |
Accounts Receivable Decrease (Increase) (Statement of Cash Flows) |
Numeric |
|
IA303 |
Inventory—Decrease (Increase) (Statement of Cash Flows) |
Numeric |
|
IA304 |
Accounts Payable & Accrued Liabilities Inc (Decrease) (St Cash Flows) |
Numeric |
|
IA305 |
Income Taxes—Accrued Increase (Decrease) Statement of Cash Flow |
Numeric |
|
IA306 |
Blank |
Numeric |
|
IA307 |
Assets and Liabilities Other (Net Change) Statement of Cash Flow |
Numeric |
|
IA308 |
Operating Activities Net Cash Flow Statement of Cash Flow |
Numeric |
|
IA309 |
Short-Term Investments Change (Statement of Cash Flows) |
Numeric |
|
IA310 |
Investing Activities Other (Statement of Cash Flows) |
Numeric |
|
IA311 |
Investing Activities Net Cash Flow (Statement of Cash Flows) |
Numeric |
|
IA312 |
Financing Activities Other (Statement of Cash Flows) |
Numeric |
|
IA313 |
Financing Activities Net Cash Flow (Statement of Cash Flows) |
Numeric |
|
IA314 |
Exchange Rate Effect (Statement of Cash Flows) |
Numeric |
|
IA315 |
Interest Paid—Net (Statement of Cash Flows) |
Numeric |
|
IA316 |
Blank |
Numeric |
|
IA317 |
Income Taxes Paid (Statement of Cash Flows) |
Numeric |
|
IA318 |
Format Code (Statement of Cash Flows) |
Numeric |
|
IA319 |
Dilution Adjustment |
Numeric |
|
IA320 |
S&P Subordinated Debt Rating |
Numeric |
|
IA321 |
Interest Income Total (Financial Services) |
Numeric |
|
IA322 |
Dilution Available Excluding Numeric |
|
|
IA323 |
Earnings per share from Operations (Diluted) |
Numeric |
|
IA324 |
Historical SIC Code |
Numeric |
|
IA325 |
Blank |
Numeric |
|
IA326 |
Blank |
Numeric |
|
IA327 |
Contingent Liabilities Guarantees |
Numeric |
|
IA328 |
Debt—Finance Subsidiary |
Numeric |
|
IA329 |
Debt—Consolidated Subsidiary |
Numeric |
|
IA330 |
Postretirement Benefit Asset (Liability) (Net) |
Numeric |
|
IA331 |
Pension Plans Service Cost |
Numeric |
|
IA332 |
Pension Plans Interest Cost |
Numeric |
|
IA333 |
Pension Plans Return on Plan Assets (Actual) |
Numeric |
|
IA334 |
Pension Plans—Other Periodic Cost Components (Net) |
Numeric |
|
IA335 |
Pension Plans—Rate of Compensation Increase |
Numeric |
|
IA336 |
Pension Plans Anticipated Long-Term Rate of Return on Plan Assets |
Numeric |
|
IA337 |
Risk-Adjusted Capital Ratio—Tier 1 |
Numeric |
|
IA338 |
Blank |
Numeric |
|
IA339 |
Interest Expense Total (Financial Services) |
Numeric |
|
IA340 |
Net Interest Income (Tax Equivalent) |
Numeric |
|
IA341 |
Non-performing Assets Total |
Numeric |
|
IA342 |
Provision for Loan/Asset Losses |
Numeric |
|
IA343 |
Reserve for Loan/Asset Losses |
Numeric |
|
IA344 |
Net Interest Margin |
Numeric |
|
IA345 |
Blank |
Numeric |
|
IA346 |
Blank |
Numeric |
|
IA347 |
Blank |
Numeric |
|
IA348 |
Risk-Adjusted Capital Ratio—Total |
Numeric |
|
IA349 |
Net Charge-Offs |
Numeric |
|
IA350 |
Blank |
Numeric |
|
IA351 |
Current Assets Discontinued Operations |
Numeric |
|
IA352 |
Other Intangibles |
Numeric |
|
IA353 |
Long-Term Assets of Discontinued Operations |
Numeric |
|
IA354 |
Other Current Assets Excluding Discontinued |
Numeric |
|
IA355 |
Other Assets Excluding Discontinued Operations |
Numeric |
|
IA356 |
Deferred Revenue Current |
Numeric |
|
IA357 |
Accumulated Other Comprehensive Income |
Numeric |
|
IA358 |
Deferred Compensation |
Numeric |
|
IA359 |
Other Stockholders’ Equity Adjustments |
Numeric |
|
IA360 |
Acquisition/Merger Pretax |
Numeric |
|
IA361 |
Acquisition/Merger After-Tax |
Numeric |
|
IA362 |
Acquisition/Merger Basic EPS Effect |
Numeric |
|
IA363 |
Acquisition/Merger Diluted EPS Effect |
Numeric |
|
IA364 |
Gain/Loss Pretax |
Numeric |
|
IA365 |
Gain/Loss After-Tax |
Numeric |
|
IA366 |
Gain/Loss Basic EPS Effect |
Numeric |
|
IA367 |
Gain/Loss Diluted EPS Effect |
Numeric |
|
IA368 |
Impairments of Goodwill Pretax |
Numeric |
|
IA369 |
Impairments of Goodwill After-Tax |
Numeric |
|
IA370 |
Impairments of Goodwill Basic EPS Effect |
Numeric |
|
IA371 |
Impairments of Goodwill Diluted EPS Effect |
Numeric |
|
IA372 |
Settlement (Litigation /Insurance) Pretax |
Numeric |
|
IA373 |
Settlement (Litigation /Insurance) Aftertax |
Numeric |
|
IA374 |
Settlement (Litigation /Insurance) Basic EPS |
Numeric |
|
IA375 |
Settlement (Litigation /Insurance) Diluted EPS |
Numeric |
|
IA376 |
Restructuring Costs Pretax |
Numeric |
|
IA377 |
Restructuring Costs Aftertax |
Numeric |
|
IA378 |
Restructuring Costs Basic EPS Effect |
Numeric |
|
IA379 |
Restructuring Costs Diluted EPS Effect |
Numeric |
|
IA380 |
Writedowns Pretax |
Numeric |
|
IA381 |
Writedowns After-Tax |
Numeric |
|
IA382 |
Writedowns Basic EPS Effect |
Numeric |
|
IA383 |
Writedowns Diluted EPS Effect |
Numeric |
|
IA384 |
Other Special Items Pretax |
Numeric |
|
IA385 |
Other Special Items Aftertax |
Numeric |
|
IA386 |
Other Special Items Basic EPS Effect |
Numeric |
|
IA387 |
Other Special Items Diluted EPS Effect |
Numeric |
|
IA388 |
In Process Research & Development |
Numeric |
|
IA389 |
Thereafter Rent Commitments |
Numeric |
|
IA390 |
Accumulated Depreciation of Real Estate Property |
Numeric |
|
IA391 |
Total Real Estate Property |
Numeric |
|
IA392 |
Gain/Loss on Sale of Property |
Numeric |
|
IA393 |
Depreciation and Amortization of Property |
Numeric |
|
IA394 |
Goodwill Amortization |
Numeric |
|
IA395 |
See Footnote for 394 |
Numeric |
|
IA396 |
Common Shares Issued |
Numeric |
|
IA397 |
Deferred Revenue Long-Term |
Numeric |
|
IA398 |
Stock Compensation Expense |
Numeric |
|
IA399 |
Implied Option Expense |
Numeric |
|
IA400 |
Blank |
Numeric |
Table 39.29: IQITEMS Data Set—Quarterly Data Items
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CRSPDT |
CRSP Date |
Numeric |
|
RCALDT |
Raw Calendar Trading Date |
Numeric |
|
FISCALDT |
Fiscal Trading Date |
Numeric |
|
IQ1 |
Selling, General, and Administrative Expense |
Numeric |
|
IQ2 |
Sales (Net) |
Numeric |
|
IQ3 |
Minority Interest (Income Account) |
Numeric |
|
IQ4 |
Research and Development Expense |
Numeric |
|
IQ5 |
Depreciation and Amortization (Income Statement) |
Numeric |
|
IQ6 |
Income Taxes—Total |
Numeric |
|
IQ7 |
Earnings Per Share (Diluted)—Including Extraordinary Items |
Numeric |
|
IQ8 |
Income Before Extraordinary Items |
Numeric |
|
IQ9 |
Earnings Per Share (Diluted)—Excluding Extraordinary Items |
Numeric |
|
IQ10 |
Income Before Extraordinary Items—Adj for Com Stk Equiv Dollar Savings |
Numeric |
|
IQ11 |
Earnings Per Share (Basic)—Including Extraordinary Items |
Numeric |
|
IQ12 |
Price—Close 1st Month of Quarter |
Numeric |
|
IQ13 |
Price—Close 2nd Month of Quarter |
Numeric |
|
IQ14 |
Price—Close 3rd Month of Quarter |
Numeric |
|
IQ15 |
Common Shares Used to Calculate Earnings per Share (Basic) |
Numeric |
|
IQ16 |
Dividends per Share by Ex-Date |
Numeric |
|
IQ17 |
Adjustment Factor Cumulative by Ex-Date |
Numeric |
|
IQ18 |
Common Shares Traded |
Numeric |
|
IQ19 |
Earnings Per Share (Basic)—Excluding Extraordinary Items |
Numeric |
|
IQ20 |
Dividends—Common Indicated Annual |
Numeric |
|
IQ21 |
Operating Income Before Depreciation |
Numeric |
|
IQ22 |
Interest Expense |
Numeric |
|
IQ23 |
Pretax Income |
Numeric |
|
IQ24 |
Dividends—Preferred |
Numeric |
|
IQ25 |
Income Before Extraordinary Items Available for Common |
Numeric |
|
IQ26 |
Extraordinary Items and Discontinued Operations |
Numeric |
|
IQ27 |
Earnings Per Share (Basic) Excluding Extraordinary Items 12 Mo Moving |
Numeric |
|
IQ28 |
Common Shares Used to Calculate Earnings Per Share—12 Month Moving |
Numeric |
|
IQ29 |
Interest Income Total (Financial Services) |
Numeric |
|
IQ30 |
Cost of Goods Sold |
Numeric |
|
IQ31 |
Non-operating Income (Expense) |
Numeric |
|
IQ32 |
Special Items |
Numeric |
|
IQ33 |
Discontinued Operations |
Numeric |
|
IQ34 |
Foreign Currency Adjustment (Income Account) |
Numeric |
|
IQ35 |
Deferred Taxes (Income Account) |
Numeric |
|
IQ36 |
Cash and Short Term Investments |
Numeric |
|
IQ37 |
Receivables—Total |
Numeric |
|
IQ38 |
Inventories—Total |
Numeric |
|
IQ39 |
Current Assets—Other |
Numeric |
|
IQ40 |
Current Assets—Total |
Numeric |
|
IQ41 |
Depreciation, Depletion and Amortization (Accumulated) (Balance Sheet) |
Numeric |
|
IQ42 |
Property, Plant, and Equipment—Total (Net) |
Numeric |
|
IQ43 |
Assets—Other |
Numeric |
|
IQ44 |
Assets—Total/Liabilities and Stockholders Equity-Total |
Numeric |
|
IQ45 |
Debt in Current Liabilities |
Numeric |
|
IQ46 |
Accounts Payable |
Numeric |
|
IQ47 |
Income Taxes Payable |
Numeric |
|
IQ48 |
Current Liabilities Other |
Numeric |
|
IQ49 |
Current Liabilities Total |
Numeric |
|
IQ50 |
Liabilities—Other |
Numeric |
|
IQ51 |
Long-Term Debt—Total |
Numeric |
|
IQ52 |
Deferred Taxes and Investment Tax Credit (Balance Sheet) |
Numeric |
|
IQ53 |
Minority Interest (Balance Sheet) |
Numeric |
|
IQ54 |
Liabilities—Total |
Numeric |
|
IQ55 |
Preferred Stock Carrying Value |
Numeric |
|
IQ56 |
Common Stock |
Numeric |
|
IQ57 |
Capital Surplus |
Numeric |
|
IQ58 |
Retained Earnings |
Numeric |
|
IQ59 |
Common Equity—Total |
Numeric |
|
IQ60 |
Stockholders’ Equity Total |
Numeric |
|
IQ61 |
Common Shares Outstanding |
Numeric |
|
IQ62 |
Invested Capital Total |
Numeric |
|
IQ63 |
Price—High 1st Month of Quarter |
Numeric |
|
IQ64 |
Price—High 2nd Month of Quarter |
Numeric |
|
IQ65 |
Price—High 3rd Month of Quarter |
Numeric |
|
IQ66 |
Price—Low 1st Month of Quarter |
Numeric |
|
IQ67 |
Price—Low 2nd Month of Quarter |
Numeric |
|
IQ68 |
Price—Low 3rd Month of Quarter |
Numeric |
|
IQ69 |
Net Income (Loss) |
Numeric |
|
IQ70 |
Interest Expense Total (Financial Services) |
Numeric |
|
IQ71 |
Preferred Stock Redeemable |
Numeric |
|
IQ72 |
Dividends per Share by Payable Date |
Numeric |
|
IQ73 |
Working Capital Change Other—Increase (Decrease) (Stmnt of Changes) |
Numeric |
|
IQ74 |
Cash & Cash Equivalents Increase (Decrease) (Statement of Cash Flows) |
Numeric |
|
IQ75 |
Changes in Current Deb (Statement of Cash Flows) |
Numeric |
|
IQ76 |
Income Before Extraordinary Items (Statement of Cash Flows) |
Numeric |
|
IQ77 |
Depreciation and Amortization (Statement of Cash Flows) |
Numeric |
|
IQ78 |
Extraordinary Items & Discontinued Operation (Statement of Cash Flows) |
Numeric |
|
IQ79 |
Deferred Taxes (Statement of Cash Flows) |
Numeric |
|
IQ80 |
Equity in Net Loss (Earnings) (Statement of Cash Flows) |
Numeric |
|
IQ81 |
Funds from Operations Other (Statement of Cash Flows) |
Numeric |
|
IQ82 |
Funds from Operation Total (Statement of Charges) |
Numeric |
|
IQ83 |
Sale of Property, Plant and Equipment (Statement of Cash Flows) |
Numeric |
|
IQ84 |
Sale of Common and Preferred Stock (Statement of Cash Flows) |
Numeric |
|
IQ85 |
Sale of Investments (Statement of Cash Flows) |
Numeric |
|
IQ86 |
Long-Term Debt Issuance (Statement of Cash Flows) |
Numeric |
|
IQ87 |
Sources of Funds Other (Statement of Changes) |
Numeric |
|
IQ88 |
Sources of Funds Total (Statement of Changes) |
Numeric |
|
IQ89 |
Cash Dividends (Statement of Cash Flows) |
Numeric |
|
IQ90 |
Capital Expenditures (Statement of Cash Flows) |
Numeric |
|
IQ91 |
Increase in Investment (Statement of Cash Flows) |
Numeric |
|
IQ92 |
Long-Term Debt Reduction (Statement of Cash Flows) |
Numeric |
|
IQ93 |
Purchase of Common and Preferred Stock (Statement of Cash Flows) |
Numeric |
|
IQ94 |
Acquisitions (Statement of Cash Flows) |
Numeric |
|
IQ95 |
Uses of Funds—Other (Statement of Changes) |
Numeric |
|
IQ96 |
Uses of Funds—Total (Statement of Changes) |
Numeric |
|
IQ97 |
Net Interest Income (Tax Equivalent) |
Numeric |
|
IQ98 |
Treasury Stock Total Dollar Amount |
Numeric |
|
IQ99 |
Non-Performing Assets Total |
Numeric |
|
IQ100 |
Adjustment Factor (Cumulative) by Payable Date |
Numeric |
|
IQ101 |
Working Capital Change Total (Statement of Changes) |
Numeric |
|
IQ102 |
Sale of Prop, Plnt, & Equip & Sale of Invs Loss(Gain) (Stmt of Csh Flo) |
Numeric |
|
IQ103 |
Accounts Receivable Decrease (Increase) (Statement of Cash Flows) |
Numeric |
|
IQ104 |
Inventory—Decrease (Increase) (Statement of Cash Flows) |
Numeric |
|
IQ105 |
Accounts Payable & Accrued Liabilities Inc (Decrease) (St Cash Flows) |
Numeric |
|
IQ106 |
Income Taxes—Accrued Increase (Decrease) (Statement of Cash Flows) |
Numeric |
|
IQ107 |
Assets and Liabilities Other (Net Change) (Statement of Cash Flows) |
Numeric |
|
IQ108 |
Operating Activities Net Cash Flow (Statement of Cash Flows) |
Numeric |
|
IQ109 |
Short-Term Investments Change (Statement of Cash Flows) |
Numeric |
|
IQ110 |
Investing Activities Other (Statement of Cash Flows) |
Numeric |
|
IQ111 |
Investing Activities Net Cash Flow (Statement of Cash Flows) |
Numeric |
|
IQ112 |
Financing Activities Other (Statement of Cash Flows) |
Numeric |
|
IQ113 |
Financing Activities Net Cash Flow (Statement of Cash Flows) |
Numeric |
|
IQ114 |
Exchange Rate Effect (Statement of Cash Flows) |
Numeric |
|
IQ115 |
Interest Paid—Net (Statement of Cash Flows) |
Numeric |
|
IQ116 |
Income Taxes Paid (Statement of Cash Flows) |
Numeric |
|
IQ117 |
Accounting Changes Cumulative Effect |
Numeric |
|
IQ118 |
Property, Plant and Equipment—Total (Gross) |
Numeric |
|
IQ119 |
Extraordinary Items |
Numeric |
|
IQ120 |
Common Stock Equivalents Dollar Savings |
Numeric |
|
IQ121 |
Currency Translation Rate |
Numeric |
|
IQ122 |
Accounts Payable Expanded |
Numeric |
|
IQ123 |
Blank |
Numeric |
|
IQ124 |
Common Shares for Diluted EPS |
Numeric |
|
IQ125 |
Dilution Adjustment |
Numeric |
|
IQ126 |
Dilution Available Excluding |
Numeric |
|
IQ127..IQ170 |
Blank |
Numeric |
|
IQ171 |
Provision for Loan/Asset Losses |
Numeric |
|
IQ172 |
Reserve for Loan/Asset Losses |
Numeric |
|
IQ173 |
Net Interest Margin |
Numeric |
|
IQ174 |
Risk-Adjusted Capital Ratio—Tier 1 |
Numeric |
|
IQ175 |
Risk-Adjusted Capital Ratio—Total |
Numeric |
|
IQ176 |
Net Charge-Offs |
Numeric |
|
IQ177 |
Earnings per Share from Operations |
Numeric |
|
IQ178 |
Earnings per Share from Operations |
Numeric |
|
IQ179 |
Earnings per Share (Diluted)—Excluding Extraordinary Items 12 Mo Mov |
Numeric |
|
IQ180 |
Earnings per Share from Operations (Diluted) 12 Months Moving |
Numeric |
|
IQ181 |
Earnings per Share from Operations (Diluted) |
Numeric |
|
IQ182..IQ232 |
Blank |
Numeric |
|
IQ233 |
Total Long-Term Investments |
Numeric |
|
IQ234 |
Goodwill |
Numeric |
|
IQ235 |
Other Intangibles |
Numeric |
|
IQ236 |
Other Long-Term Assets |
Numeric |
|
IQ237 |
Unadjusted Retained Earnings |
Numeric |
|
IQ238 |
Accumulated Other Comprehensive Income |
Numeric |
|
IQ239 |
Deferred Compensation |
Numeric |
|
IQ240 |
Other Stockholders’ Equity Adjustments |
Numeric |
|
IQ241 |
Acquisition/Merger Pretax |
Numeric |
|
IQ242 |
Acquisition/Merger After-Tax |
Numeric |
|
IQ243 |
Acquisition/Merger Basic EPS Effect |
Numeric |
|
IQ244 |
Acquisition/Merger Diluted EPS Effect |
Numeric |
|
IQ245 |
Gain/Loss Pretax |
Numeric |
|
IQ246 |
Gain/Loss After-Tax |
Numeric |
|
IQ247 |
Gain/Loss Diluted EPS Effect |
Numeric |
|
IQ248 |
Gain/Loss Basic EPS Effect |
Numeric |
|
IQ249 |
Impairments of Goodwill Pretax |
Numeric |
|
IQ250 |
Impairments of Goodwill After-Tax |
Numeric |
|
IQ251 |
Impairments of Goodwill Basic EPS Effect |
Numeric |
|
IQ252 |
Impairments of Goodwill Diluted EPS Effect |
Numeric |
|
IQ253 |
Settlement (Litigation/Insurance) Pretax |
Numeric |
|
IQ254 |
Settlement (Litigation/Insurance) Aftertax |
Numeric |
|
IQ255 |
Settlement (Litigation/Insurance) Basic EPS |
Numeric |
|
IQ256 |
Settlement (Litigation/Insurance)Diluted EP |
Numeric |
|
IQ257 |
Restructuring Costs Pretax |
Numeric |
|
IQ258 |
Restructuring Costs Aftertax |
Numeric |
|
IQ259 |
Restructuring Costs Basic EPS Effect |
Numeric |
|
IQ260 |
Restructuring Costs Diluted EPS Effect |
Numeric |
|
IQ261 |
Writedowns Pretax |
Numeric |
|
IQ262 |
Writedowns After-Tax |
Numeric |
|
IQ263 |
Writedowns Basic EPS Effect |
Numeric |
|
IQ264 |
Writedowns Diluted EPS Effect |
Numeric |
|
IQ265 |
Other Special Items Pretax |
Numeric |
|
IQ266 |
Other Special Items Aftertax |
Numeric |
|
IQ267 |
Other Special Items Basic EPS Effect |
Numeric |
|
IQ268 |
Other Special Items Diluted EPS Effect |
Numeric |
|
IQ269 |
Accumulated Depreciation of Real Estate Property |
Numeric |
|
IQ270 |
Total Real Estate Property |
Numeric |
|
IQ271 |
Gain/Loss on Sale of Property |
Numeric |
|
IQ272 |
Depreciation and Amortization of Property |
Numeric |
|
IQ273 |
ADR Ratio |
Numeric |
|
IQ274 |
In Process Research & Development |
Numeric |
|
IQ275 |
Goodwill Amortization |
Numeric |
|
IQ276 |
See Footnote for 275 |
Numeric |
|
IQ277 |
Common Shares Issued |
Numeric |
|
IQ278 |
Stock Compensation Expense |
Numeric |
|
IQ279 |
Blank |
Numeric |
|
IQ280 |
Blank |
Numeric |
Table 39.30: BAITEMS Data Set—Bank Annual Data Items
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CRSPDT |
CRSP Date |
Numeric |
|
RCALDT |
Raw Calendar Trading Date |
Numeric |
|
FISCALDT |
Fiscal Trading Date |
Numeric |
|
BA1 |
Cash and Due from Bank |
Numeric |
|
BA2 |
U.S. Treasury Securities |
Numeric |
|
BA3 |
Securities of Other U.S. Government Agencies and Corporations |
Numeric |
|
BA4 |
Due from Banks (Memorandum Entry) |
Numeric |
|
BA5 |
Other Securities (Taxable) |
Numeric |
|
BA6 |
Total Taxable Investment Securities |
Numeric |
|
BA7 |
Obligations of States and Political Subdivisions |
Numeric |
|
BA8 |
Total Investment Securities |
Numeric |
|
BA9 |
Geographic Designation Code |
Numeric |
|
BA10 |
Trading Account Securities |
Numeric |
|
BA11 |
Federal Funds Sold and Securities Purchased under Agreements to Resell |
Numeric |
|
BA12 |
Treasury Stock—Dollar Amount—Common |
Numeric |
|
BA13 |
Foreign Loans |
Numeric |
|
BA14 |
Real Estate Loans Total |
Numeric |
|
BA15 |
Real Estate Loans Insured or Guaranteed by U.S. Government |
Numeric |
|
BA16 |
Treasury Stock Dollar Amount Preferred |
Numeric |
|
BA17 |
Loans to Financial Institutions |
Numeric |
|
BA18 |
Loans for Purchasing or Carrying Securities |
Numeric |
|
BA19 |
Interest Income Total (Financial Services) |
Numeric |
|
BA20 |
Commercial or Industrial Loans |
Numeric |
|
BA21 |
Loans to Individuals for Household, Family, Other Consumer Expenditures |
Numeric |
|
BA22 |
Other Loans |
Numeric |
|
BA23 |
Loans (Gross) |
Numeric |
|
BA24 |
Unearned Discount/ |
Numeric |
|
BA25 |
Income Interest on Due from Banks (Restated) |
Numeric |
|
BA26 |
Interest Income on Fed Funds Sold & Secs Purchased under Agmnt to Resell |
Numeric |
|
BA27 |
Other Interest Income (Restated) |
Numeric |
|
BA28 |
Bank Premises, Furniture, and Fixture |
Numeric |
|
BA29 |
Real Estate Other than Bank Premises |
Numeric |
|
BA30 |
Investments in Nonconsolidated Subsidiaries |
Numeric |
|
BA31 |
Direct Lease Financing |
Numeric |
|
BA32 |
Customers’ Liability to this Bank on Acceptances Outstanding |
Numeric |
|
BA33 |
Other Assets |
Numeric |
|
BA34 |
Intangible Assets |
Numeric |
|
BA35 |
Aggregate Miscellaneous Assets |
Numeric |
|
BA36 |
Total Assets (Gross) |
Numeric |
|
BA37 |
Trading Account Income (Restated) |
Numeric |
|
BA38 |
Other Current Operating Revenue (Restated) |
Numeric |
|
BA39 |
Interest Expense on Fed Funds Purch’d & Secs Sold under Agmnts to Repur |
Numeric |
|
BA40 |
Assets Held for Sale |
Numeric |
|
BA41 |
Total Demand Deposits |
Numeric |
|
BA42 |
Net Interest Margin |
Numeric |
|
BA43 |
Consumer Type Time Deposit |
Numeric |
|
BA44 |
Total Savings Deposits |
Numeric |
|
BA45 |
Money Market Certificates of Deposit |
Numeric |
|
BA46 |
All Other Time Deposit |
Numeric |
|
BA47 |
Total Time Deposits (Other than Savings) |
Numeric |
|
BA48 |
Risk-Adjusted Capital Ratio - Tier 1 |
Numeric |
|
BA49 |
Interest on Long-Term Debt and Not Classified as Capital (Restated) |
Numeric |
|
BA50 |
Interest on Other Borrowed Money (Restated) |
Numeric |
|
BA51 |
Other Interest Expense (Restated) |
Numeric |
|
BA52 |
Salaries and Related Expenses (Restated) |
Numeric |
|
BA53 |
Total Deposits Worldwide |
Numeric |
|
BA54 |
Total Domestic Deposits |
Numeric |
|
BA55 |
Total Foreign Deposits |
Numeric |
|
BA56 |
Demand Deposits of IPC |
Numeric |
|
BA57 |
Time and Savings Deposits of IPC |
Numeric |
|
BA58 |
Deposits of U.S. Government |
Numeric |
|
BA59 |
Deposits of States and Political Subdivisions |
Numeric |
|
BA60 |
Deposits of Foreign Governments |
Numeric |
|
BA61 |
Deposits of Commercial Banks |
Numeric |
|
BA62 |
Certified and Officers Checks |
Numeric |
|
BA63 |
Other Deposits |
Numeric |
|
BA64 |
Risk-Adjusted Capital Ratio—Total |
Numeric |
|
BA65 |
Federal Funds Purchased & Securities Sold under Agreements to Repurchase |
Numeric |
|
BA66 |
Commercial Paper |
Numeric |
|
BA67 |
Long-Term Debt Not Classified as Capital |
Numeric |
|
BA68 |
Other Liabilities for Borrowed Money |
Numeric |
|
BA69 |
Total Borrowings |
Numeric |
|
BA70 |
Valuation Portion of Reserve for Loan Losses |
Numeric |
|
BA71 |
Mortgage Indebtedness |
Numeric |
|
BA72 |
Acceptances Executed by or for the Account of this Bank and Outstanding |
Numeric |
|
BA73 |
Other Liabilities (Excluding Valuation Reserves) |
Numeric |
|
BA74 |
Deferred Portion of Reserve for Loan Losses |
Numeric |
|
BA75 |
Contingency Portion of Reserve for Loan Losses |
Numeric |
|
BA76 |
Total Liabilities (Excluding Valuation Reserves) |
Numeric |
|
BA77 |
Minority Interest in Consolidated Subsidiaries |
Numeric |
|
BA78 |
Reserve(s) for Bad Debt Losses on Loans |
Numeric |
|
BA79 |
Depreciation and Amortization |
Numeric |
|
BA80 |
Reserves on Securities |
Numeric |
|
BA81 |
Total Reserves on Loan and Securities |
Numeric |
|
BA82 |
Fixed Expense (Occupancy and Equipment - Net)(Restated) |
Numeric |
|
BA83 |
Other Current Operating Expense(Restated) |
Numeric |
|
BA84 |
Capital Notes and Debentures |
Numeric |
|
BA85 |
Minority Interest (Income Account)(Restated) |
Numeric |
|
BA86 |
Preferred Stock Par Value |
Numeric |
|
BA87 |
Number of Shares of Preferred Stock Outstanding |
Numeric |
|
BA88 |
Common Stock Par Value |
Numeric |
|
BA89 |
Number of Shares Authorized |
Numeric |
|
BA90 |
Number of Shares Outstanding |
Numeric |
|
BA91 |
Number of Shares Reserved for Conversion |
Numeric |
|
BA92 |
Treasury Stock—Cost |
Numeric |
|
BA93 |
Number of Treasury Shares Held |
Numeric |
|
BA94 |
Special Items |
Numeric |
|
BA95 |
Surplus |
Numeric |
|
BA96 |
Undivided Profits |
Numeric |
|
BA97 |
Reserves for Contingencies and Other Capital Reserves |
Numeric |
|
BA98 |
Total Extraordinary Items—Net of Taxes (Restated) |
Numeric |
|
BA99 |
Total Book Value |
Numeric |
|
BA100 |
Net Income Per Share Excluding Extraordinary Items (Restated) |
Numeric |
|
BA101 |
Total Liabilities, Reserves and Capital Accounts |
Numeric |
|
BA102 |
Total Capital Accounts and Minority Interest (Invested Capital) |
Numeric |
|
BA103 |
Net Current Op Erngs Per Share—Excluding Extraordinary Items Fully |
Numeric |
|
BA104 |
Foreign Exchange Gains and Losses |
Numeric |
|
BA105 |
Interest and Fees on Loans |
Numeric |
|
BA106 |
Interest Inc on Federal Funds Sold & Secs Purchased und Agmnts to Resell |
Numeric |
|
BA107 |
Blank |
Numeric |
|
BA108 |
Interest and Discount on U.S. Treasury Securities |
Numeric |
|
BA109 |
Interest on Securities of U.S. Government Agencies and Corporations |
Numeric |
|
BA110 |
Interest and Dividends on Other Taxable Securities |
Numeric |
|
BA111 |
Total Taxable Investment Revenue |
Numeric |
|
BA112 |
Interest on Obligation of States & Political Subdivisions |
Numeric |
|
BA113 |
Other Interest Income |
Numeric |
|
BA114 |
Trading Account Interest (Memorandum Entry) |
Numeric |
|
BA115 |
Total Interest and Dividends on Investment |
Numeric |
|
BA116 |
Aggregate Loan and Investment Revenue |
Numeric |
|
BA117 |
Trust Department Income |
Numeric |
|
BA118 |
Service Charges on Deposit Accounts |
Numeric |
|
BA119 |
Other Svce Charges, Collection & Exchange Charges, Comms & Fees |
Numeric |
|
BA120 |
Trading Account Income |
Numeric |
|
BA121 |
Other Current Operating Revenue |
Numeric |
|
BA122 |
Interest on Due from Banks |
Numeric |
|
BA123 |
Aggregate Other Current Operating Revenue |
Numeric |
|
BA124 |
Total Current Operating Revenue |
Numeric |
|
BA125 |
Number of Employees |
Numeric |
|
BA126 |
Salaries and Wages of Officers and Employees |
Numeric |
|
BA127 |
Pension and Employee Benefits |
Numeric |
|
BA128 |
Average Fed Funds Purch’d & Securities Sold under Agmnts to Repurchase |
Numeric |
|
BA129 |
Interest on Deposits |
Numeric |
|
BA130 |
Interest Exp on Fed Fnds Purch’d & Securities Sold under Agmnts to Repur |
Numeric |
|
BA131 |
Interest on Borrowed Money |
Numeric |
|
BA132 |
Interest on Long-Term Debt—Not Classified as Capital |
Numeric |
|
BA133 |
Total Interest on Deposits and Borrowing |
Numeric |
|
BA134 |
Interest on Capital Notes and Debentures |
Numeric |
|
BA135 |
Provision for Loan Losses |
Numeric |
|
BA136 |
Occupancy Expense of Bank Premises—Net |
Numeric |
|
BA137 |
Total Interest Expense |
Numeric |
|
BA138 |
Rental Income |
Numeric |
|
BA139 |
Furniture and Equipment Depreciation, Rental Cost, Servicing, Etc. |
Numeric |
|
BA140 |
Number of Employees(Restated) |
Numeric |
|
BA141 |
Number of Domestic Officers (Restated) |
Numeric |
|
BA142 |
Other Current Operating Expense |
Numeric |
|
BA143 |
Aggregate Other Current Operating Expense |
Numeric |
|
BA144 |
Total Current Operating Expense |
Numeric |
|
BA145 |
Current Operating Earnings before Income Tax |
Numeric |
|
BA146 |
Income Taxes Applicable to Current Operating Earnings |
Numeric |
|
BA147 |
Net Current Operating Earnings |
Numeric |
|
BA148 |
Minority Interest (Income Account) |
Numeric |
|
BA149 |
Net Current Operating Earnings after Minority Interest |
Numeric |
|
BA150 |
Average Cash and Due from Banks (Restated) |
Numeric |
|
BA151 |
Average Loans Domestic (Restated) |
Numeric |
|
BA152 |
Average Loans Foreign (Restated) |
Numeric |
|
BA153 |
Net Pre-Tax Profit or Loss on Securities Sold or Redeemed |
Numeric |
|
BA154 |
Average Fed Fnds Sold & Secs Purchased under Agmnts to Resell (Rest) |
Numeric |
|
BA155 |
Average Trading Account Securities(Restated) |
Numeric |
|
BA156 |
Average Deposits(Restated) |
Numeric |
|
BA157 |
Tax Effect on Profit or Loss on Securities Sold or Redeemed |
Numeric |
|
BA158 |
Net Aft-Tax Profit/Loss on Secs Sld or Redmd Prior to Eff of Min Int |
Numeric |
|
BA159 |
Minority Interest in Aft-Tax Profit/Loss on Securities Sold or Redeemed |
Numeric |
|
BA160 |
Net After-Tax & Aft-Min Int Profit/Loss on Secs Sld or Redeemed |
Numeric |
|
BA161 |
Net Income |
Numeric |
|
BA162 |
Preferred Dividend Deductions |
Numeric |
|
BA163 |
Savings Due to Common Stock Equivalents |
Numeric |
|
BA164 |
Net Income Available for Common |
Numeric |
|
BA165 |
Net Current Operating Earnings Available for Common |
Numeric |
|
BA166 |
Interest and Fees on Loans (Restated) |
Numeric |
|
BA167 |
Taxable Investment Income (Restated) |
Numeric |
|
BA168 |
Non-Taxable Investment Income (Restated) |
Numeric |
|
BA169 |
Total Interest Income (Restated) |
Numeric |
|
BA170 |
Trust Department Income (Restated) |
Numeric |
|
BA171 |
Total Current Operating Revenue (Restated) |
Numeric |
|
BA172 |
Interest on Deposits (Restated) |
Numeric |
|
BA173 |
Total Interest on Deposits and Borrowing (Restated) |
Numeric |
|
BA174 |
Interest on Capital Notes and Debentures (Restated) |
Numeric |
|
BA175 |
Total Interest Expense (Restated) |
Numeric |
|
BA176 |
Provision for Loan Losses (Restated) |
Numeric |
|
BA177 |
Cash Dividends Declared on Common Stock |
Numeric |
|
BA178 |
Cash Dividends Declared on Preferred Stock |
Numeric |
|
BA179 |
Total Current Operating Expense (Restated) |
Numeric |
|
BA180 |
Current Operating Earnings before Income Tax (Restated) |
Numeric |
|
BA181 |
Income Taxes Applicable to Current Operating Earnings (Restated) |
Numeric |
|
BA182 |
Net After-Tax & Aft-Min Int Profit/Loss on Secs Sld/Redeemed (Rest) |
Numeric |
|
BA183 |
Net Income (Restated) |
Numeric |
|
BA184 |
Net Current Operating Earnings Per Share (Restated) |
Numeric |
|
BA185 |
Total Extraordinary Items Net of Taxes |
Numeric |
|
BA186 |
Common Shares Used in Calculating Earnings Per Shares (Restated) |
Numeric |
|
BA187 |
Additions to Reserves for Bad Debts Due to Mergers and Absorptions |
Numeric |
|
BA188 |
Additions to Reserves for Bad Debts Due to Recoveries Credt’d to Rsrvs |
Numeric |
|
BA189 |
Deductions from Reserves for Bad Debts Due to Losses Charged to Reserves |
Numeric |
|
BA190 |
Net Credit/Charge to Reserves for Bad Debts from Loan Recs or Chg-offs |
Numeric |
|
BA191 |
Transfers to Reserves for Bad Debts from Inc and/or to/from Undiv Prfts |
Numeric |
|
BA192 |
Average Preferred Stoc Par Value (Restated) |
Numeric |
|
BA193 |
Net Current Operating Earnings Per Share Excluding Extraordinary Items |
Numeric |
|
BA194 |
Net Income per Share Excluding Extraordinary Items |
Numeric |
|
BA195 |
Net Income per Share Including Extraordinary Items |
Numeric |
|
BA196 |
Common Shares Used in Calculating Earnings per Share |
Numeric |
|
BA197 |
Net Cur Op Earnings per Shares - Exc Extraordinary Items & Fully Diluted |
Numeric |
|
BA198 |
Net Income per Share Excluding Extraordinary Items—Fully Diluted |
Numeric |
|
BA199 |
Net Income per Share Including Extraordinary Items—Fully Diluted |
Numeric |
|
BA200 |
Common Shares Used in Calculating Fully Diluted Earnings per Share |
Numeric |
|
BA201 |
Common Dividends Paid per Share by Ex-Date |
Numeric |
|
BA202 |
Annualized Dividend Rate |
Numeric |
|
BA203 |
Market Price—High |
Numeric |
|
BA204 |
Market Price—Low |
Numeric |
|
BA205 |
Market Price—Close |
Numeric |
|
BA206 |
Common Shares Traded |
Numeric |
|
BA207 |
Average Reserve for Bad Debt Losses on Loans(Restated) |
Numeric |
|
BA208 |
Number of Domestic Offices |
Numeric |
|
BA209 |
Number of Foreign Offices |
Numeric |
|
BA210 |
Average Loans(Restated) |
Numeric |
|
BA211 |
Average Assets (Gross) |
Numeric |
|
BA212 |
Average Loans (Gross) |
Numeric |
|
BA213 |
Average Cash and Due from Banks |
Numeric |
|
BA214 |
Average Taxable Investments |
Numeric |
|
BA215 |
Average Non-Taxable Investments |
Numeric |
|
BA216 |
Average Deposits |
Numeric |
|
BA217 |
Average Deposits Time and Savings |
Numeric |
|
BA218 |
Average Deposits Demand |
Numeric |
|
BA219 |
Average Borrowings |
Numeric |
|
BA220 |
Average Fed Funds Sold & Secs Purchased under Agrmnts to Resell |
Numeric |
|
BA221 |
Average Book Value |
Numeric |
|
BA222 |
Average Fed Funds Purch’d & Secs Sold under Agmnts to Repurchase |
Numeric |
|
BA223 |
Average Taxable Investments (Restated) |
Numeric |
|
BA224 |
Average Nontaxable Investments |
Numeric |
|
BA225 |
Average Assets(Restated) |
Numeric |
|
BA226 |
Average Deposits Time and Savings(Restated) |
Numeric |
|
BA227 |
Average Deposits Demand (Restated) |
Numeric |
|
BA228 |
Average Deposits Foreign (Restated) |
Numeric |
|
BA229 |
Average Borrowings (Restated) |
Numeric |
|
BA230 |
Average Long-Term Debt (Restated) |
Numeric |
|
BA231 |
Average Book Value (Restated) |
Numeric |
|
BA232 |
Adjustment Factor Cumulative by Ex-Date |
Numeric |
Table 39.31: BQITEMS Data Set—Bank Quarterly Data Items
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
CRSPDT |
CRSP Date |
Numeric |
|
RCALDT |
Raw Calendar Trading Date |
Numeric |
|
FISCALDT |
Fiscal Trading Date |
Numeric |
|
BQ1 |
Cash and Due from Banks |
Numeric |
|
BQ2 |
U.S. Treasury Securities |
Numeric |
|
BQ3 |
Securities of Other U.S. Government Agencies and C |
Numeric |
|
BQ4 |
Due from Banks (Memorandum Entry) |
Numeric |
|
BQ5 |
Other Securities (Taxable) |
Numeric |
|
BQ6 |
Total Taxable Investment Securities |
Numeric |
|
BQ7 |
Obligations of States and Political Subdivisions |
Numeric |
|
BQ8 |
Total Investment Securities |
Numeric |
|
BQ9 |
Geographic Designation Code |
Numeric |
|
BQ10 |
Trading Account Securities |
Numeric |
|
BQ11 |
Federal Funds Sold & Secs Purch’d under Agrmnts to |
Numeric |
|
BQ12 |
S&P Senior Debt Rating |
Numeric |
|
BQ13 |
Unearned Discount/Income |
Numeric |
|
BQ14 |
Loans (Gross) |
Numeric |
|
BQ15 |
Treasury Stock Dollar Amount—Common |
Numeric |
|
BQ16 |
Treasury Stock—Dollar Amount—Preferred |
Numeric |
|
BQ17 |
Interest Income Total (Financial Services) |
Numeric |
|
BQ18 |
Assets Held for Sale |
Numeric |
|
BQ19 |
Bank Premises, Furniture, and Fixtures |
Numeric |
|
BQ20 |
Real Estate Other than Bank Premises |
Numeric |
|
BQ21 |
Investments in Nonconsolidated Subsidiaries |
Numeric |
|
BQ22 |
Direct Lease Financing |
Numeric |
|
BQ23 |
Customer’s Liability to this Bank on Acceptances |
Numeric |
|
BQ24 |
Other Assets |
Numeric |
|
BQ25 |
Intangible Assets |
Numeric |
|
BQ26 |
Aggregate Miscellaneous Assets |
Numeric |
|
BQ27 |
Total Assets (Gross) |
Numeric |
|
BQ28 |
Net Interest Margin |
Numeric |
|
BQ29 |
Risk-Adjusted Capital Ratio—Tier 1 |
Numeric |
|
BQ30 |
Total Demand Deposits |
Numeric |
|
BQ31 |
Average Investments |
Numeric |
|
BQ32 |
Average Loans (Gross) |
Numeric |
|
BQ33 |
Total Savings Deposits |
Numeric |
|
BQ34 |
Average Assets (Gross) |
Numeric |
|
BQ35 |
Average Deposits Demand |
Numeric |
|
BQ36 |
Total Time Deposits (Other than Savings) |
Numeric |
|
BQ37 |
Average Deposits Time and Savings |
Numeric |
|
BQ38 |
Average Deposits |
Numeric |
|
BQ39 |
Average Deposits Foreign |
Numeric |
|
BQ40 |
Average Borrowings |
Numeric |
|
BQ41 |
Average Total Stockholders’ Equity |
Numeric |
|
BQ42 |
Total Deposits Worldwide |
Numeric |
|
BQ43 |
Total Domestic Deposit |
Numeric |
|
BQ44 |
Total Foreign Deposits |
Numeric |
|
BQ45 |
Risk-Adjusted Capital Ratio—Total |
Numeric |
|
BQ46 |
Federal Funds Purchased & Secs Sold under Agrmnts |
Numeric |
|
BQ47 |
Commercial Paper |
Numeric |
|
BQ48 |
Long-Term Debt—Not Classified as Capital |
Numeric |
|
BQ49 |
Other Liabilities for Borrowed Money |
Numeric |
|
BQ50 |
Total Borrowings |
Numeric |
|
BQ51 |
Depreciation and Amortization |
Numeric |
|
BQ52 |
Mortgage Indebtedness |
Numeric |
|
BQ53 |
Acceptances Executed by or for Account of this Ban |
Numeric |
|
BQ54 |
Other Liabilities (Excluding Valuation Reserves) |
Numeric |
|
BQ55 |
Special Items |
Numeric |
|
BQ56 |
Blank |
Numeric |
|
BQ57 |
Total Liabilities (Excluding Valuation Reserves) |
Numeric |
|
BQ58 |
Minority Interest in Consolidated Subsidiaries |
Numeric |
|
BQ59 |
Reserve(s) for Bad Debt Losses on Loans |
Numeric |
|
BQ60 |
Valuation Portion of Reserves for Loan Losses |
Numeric |
|
BQ61 |
Deferred Portion of Reserve for Loan Losses |
Numeric |
|
BQ62 |
Contingency Portion of Reserve for Loan Losses |
Numeric |
|
BQ63 |
Blank |
Numeric |
|
BQ64 |
Capital Notes and Debentures |
Numeric |
|
BQ65 |
Blank |
Numeric |
|
BQ66 |
Preferred Stock Par Value |
Numeric |
|
BQ67 |
Common Stock Par Value |
Numeric |
|
BQ68 |
Number of Shares Outstanding |
Numeric |
|
BQ69 |
Surplus |
Numeric |
|
BQ70 |
Undivided Profits |
Numeric |
|
BQ71 |
Reserves for Contingencies & Other Capital Reserve |
Numeric |
|
BQ72 |
Blank |
Numeric |
|
BQ73 |
Total Book Value |
Numeric |
|
BQ74 |
Blank |
Numeric |
|
BQ75 |
Total Liabilities, Reserves and Capital Accounts |
Numeric |
|
BQ76 |
Total Capital Accounts and Minority Interest (Invested Capital) |
Numeric |
|
BQ77 |
Report Date of Quarterly Earnings Per Share |
Numeric |
|
BQ78 |
Interest and Fees on Loans |
Numeric |
|
BQ79 |
Interest Inc on Fed Funds Sld & Secs Purchased under Agrmnts to Resell |
Numeric |
|
BQ80 |
Blank |
Numeric |
|
BQ81 |
Interest and Discount on U.S. Treasury Securities |
Numeric |
|
BQ82 |
Interest on Securities of U.S. Government Agencies |
Numeric |
|
BQ83 |
Interest and Dividends on Other Taxable Securities |
Numeric |
|
BQ84 |
Total Taxable Investment Revenue |
Numeric |
|
BQ85 |
Interest on Obligation of States and Political Subdivisions |
Numeric |
|
BQ86 |
Foreign Exchange Gains and Losses |
Numeric |
|
BQ87 |
Total Interest and Dividends on Investments |
Numeric |
|
BQ88 |
Other Interest Income |
Numeric |
|
BQ89 |
Trust Department Income |
Numeric |
|
BQ90 |
Service Charges on Deposit Accounts |
Numeric |
|
BQ91 |
Other Svce Charges, Collections & Exchange Charges |
Numeric |
|
BQ92 |
Trading Account Income |
Numeric |
|
BQ93 |
Other Current Operating Revenue |
Numeric |
|
BQ94 |
Interest on Due from Banks |
Numeric |
|
BQ95 |
Aggregate Other Current Operating Revenue |
Numeric |
|
BQ96 |
Total Current Operating Revenue |
Numeric |
|
BQ97 |
Salaries and Wages of Officers and Employees |
Numeric |
|
BQ98 |
Pension and Employee Benefits |
Numeric |
|
BQ99 |
Blank |
Numeric |
|
BQ100 |
Interest on Deposits |
Numeric |
|
BQ101 |
Interest Expense on Fed Funds Purchased & Secs Sld |
Numeric |
|
BQ102 |
Interest on Other Borrowed Money |
Numeric |
|
BQ103 |
Interest on Long-Term Debt—Not Classified as Cap |
Numeric |
|
BQ104 |
Total Interest Expense |
Numeric |
|
BQ105 |
Interest on Capital Notes and Debentures |
Numeric |
|
BQ106 |
Provision for Loan Losses |
Numeric |
|
BQ107 |
Occupancy Expense of Bank Premises—Net |
Numeric |
|
BQ108 |
Furniture and Equipment:Depreciation Rental, Costs, Servicing, Etc. |
Numeric |
|
BQ109 |
Blank |
Numeric |
|
BQ110 |
Other Current Operating Expense |
Numeric |
|
BQ111 |
Aggregate Other Current Operating Expense |
Numeric |
|
BQ112 |
Total Current Operating Expense |
Numeric |
|
BQ113 |
Current Operating Earnings before Income Tax |
Numeric |
|
BQ114 |
Income Taxes Applicable to Current Operating Earnings |
Numeric |
|
BQ115 |
Net Current Operating Earnings |
Numeric |
|
BQ116 |
Minority Interest (Income Account) |
Numeric |
|
BQ117 |
Net Current Operating Earnings after Minority Interest |
Numeric |
|
BQ118 |
Net Pre-Tax Profit or Loss on Securities Sold or Redeemed |
Numeric |
|
BQ119 |
Blank |
Numeric |
|
BQ120 |
Blank |
Numeric |
|
BQ121 |
Tax Effect on Profit or Loss on Securities Sold or Redeemed |
Numeric |
|
BQ122 |
Minority Interest in After-Tax Profit or Loss on Sec sold or Redeemed |
Numeric |
|
BQ123 |
Net After-Tax & After-Min Int Profit or Loss on Secs Sld or Redeemed |
Numeric |
|
BQ124 |
Net Income |
Numeric |
|
BQ125 |
Preferred Dividend Deductions |
Numeric |
|
BQ126 |
Savings Due to Common Stock Equivalents |
Numeric |
|
BQ127 |
Net Income Available for Common |
Numeric |
|
BQ128 |
Net Current Operating Earnings Available for Common |
Numeric |
|
BQ129 |
Cash Dividends Declared on Common Stock |
Numeric |
|
BQ130 |
Cash Dividends Declared on Preferred Stock |
Numeric |
|
BQ131 |
Net After-Tax Transfers bet Undivided Profits & Valuation Reserves |
Numeric |
|
BQ132 |
Total Extraordinary Items Net of Taxes |
Numeric |
|
BQ133 |
Net Credit or Charge to Reserves for Bad Debts for Loan Recs or Crg-Offs |
Numeric |
|
BQ134 |
Blank |
Numeric |
|
BQ135 |
Common Dividends Paid per Share by Payable Date |
Numeric |
|
BQ136 |
Adjustment Factor Cumulative by Payable Date |
Numeric |
|
BQ137 |
Net Current Operating Earnings per Share Excluding Extraordinary Items |
Numeric |
|
BQ138 |
Net Income per Share Excluding Extraordinary Items |
Numeric |
|
BQ139 |
Net Income per Share Including Extraordinary Items |
Numeric |
|
BQ140 |
Common Shares Used in Calculating Quarterly Earnings per Share |
Numeric |
|
BQ141 |
Net Cur Op Erns per Share—Excluding Extraordinary Items 12 Mo Moving |
Numeric |
|
BQ142 |
Net Income per Share Excluding Extraordinary Items 12 Mo Moving |
Numeric |
|
BQ143 |
Net Income per Share Including Extraordinary Items 12 Mo Moving |
Numeric |
|
BQ144 |
Common Shares Used in Calculating 12 Mo Moving Earnings per Share |
Numeric |
|
BQ145 |
Net Current Op Earngs per Share—Extraordinary |
Numeric |
|
BQ146 |
Net Income per Share Excluding Extraordinary Items Fully Diluted |
Numeric |
|
BQ147 |
Net Income per Share Including Extraordinary Items Fully Diluted |
Numeric |
|
BQ148 |
Common Shares Used in Calculating Quartly Fully Diluted Earnings per Shr |
Numeric |
|
BQ149 |
Net Cur Op Erngs/Share Ex Extrd Items Fully Diluted 12 Mo Mov |
Numeric |
|
BQ150 |
Net Inc/Share Excldg Extraordinary Items—Fully |
Numeric |
|
BQ151 |
Net Inc per Share Inc Extraordinary Items—Fully Diluted—12 Mo Mov |
Numeric |
|
BQ152 |
Common Shrs Used in Calc 12 Mo Moving Fully Diluted 12 Mo Mov |
Numeric |
|
BQ153 |
Market Price 1st Month of Quarter High |
Numeric |
|
BQ154 |
Market Price 1st Month of Quarter Low |
Numeric |
|
BQ155 |
Market Price 1st Month of Quarter Close |
Numeric |
|
BQ156 |
Market Price 2nd Month of quarter High |
Numeric |
|
BQ157 |
Market Price 2nd Month of Quarter Low |
Numeric |
|
BQ158 |
Market Price 2nd Month of Quarter Close |
Numeric |
|
BQ159 |
Market Price 3rd Month of quarter High |
Numeric |
|
BQ160 |
Market Price 3rd Month of Quarter Low |
Numeric |
|
BQ161 |
Market Price 3rd Month of Quarter Close |
Numeric |
|
BQ162 |
Common Dividends Paid per Share by Ex-Date |
Numeric |
|
BQ163 |
Annualized Dividend Rate |
Numeric |
|
BQ164 |
Common Shares Traded (Quarterly) |
Numeric |
|
BQ165 |
Adjustment Factor Cumulative by Ex-Date |
Numeric |
Table 39.32: Time Series Data Sets
|
Data Set |
Fields |
Label |
Type |
|---|---|---|---|
|
PRCH |
GVKEY |
GVKEY |
Numeric |
|
High Price |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
PRCH |
High Price |
Numeric |
|
PRCL |
GVKEY |
GVKEY |
Numeric |
|
Low Price |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
PRCL |
Low Price |
Numeric |
|
PRCC |
GVKEY |
GVKEY |
Numeric |
|
Closing Price |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
PRCC |
Closing Price |
Numeric |
|
DIV |
GVKEY |
GVKEY |
Numeric |
|
Dividends Per Share |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
DIV |
Dividends Per share |
Numeric |
|
ERN |
GVKEY |
GVKEY |
Numeric |
|
Earnings Per Share |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
ERN |
Earnings Per Share |
Numeric |
|
SHSTRD |
GVKEY |
GVKEY |
Numeric |
|
Shares Traded |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
SHSTRD |
Shares Traded |
Numeric |
|
DIVRTE |
GVKEY |
GVKEY |
Numeric |
|
Annualized Dividend |
CALDT |
Calendar Trading Date |
Numeric |
|
Rate Time Series |
DIVRTE |
Annual’d Dividend Rate |
Numeric |
|
RAWADJ |
GVKEY |
GVKEY |
Numeric |
|
Adjustment Factor |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
RAWADJ |
Raw Adjustment Factor |
Numeric |
|
CUMADJ |
GVKEY |
GVKEY |
Numeric |
|
Cumulative Adjustment |
CALDT |
Calendar Trading Date |
Numeric |
|
Factor Time Series |
CUMADJ |
Cumulative Adjustment Factor |
Numeric |
|
BKV |
GVKEY |
GVKEY |
Numeric |
|
Book Value Per Share |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
BKV |
Book Value Per Share |
Numeric |
|
CHEQVM |
GVKEY |
GVKEY |
Numeric |
|
Cash Equivalent |
CALDT |
Calendar Trading Date |
Numeric |
|
Distribution |
CHECQVM |
Cash Equivalent Distributions |
Numeric |
|
CSHOQ |
GVKEY |
GVKEY |
Numeric |
|
Common Share |
CALDT |
Calendar Trading Date |
Numeric |
|
Outstanding |
CSHOQ |
Common Shares Outstanding |
Numeric |
|
NAVM |
GVKEY |
GVKEY |
Numeric |
|
Net Asset Value |
CALDT |
Calendar Trading Date |
Numeric |
|
Time Series |
NAVM |
Net Asset Value |
Numeric |
|
OEPS12 |
GVKEY |
GVKEY |
Numeric |
|
Earnings/Share |
CALDT |
Calendar Trading Date |
Numeric |
|
From Operations |
OEPS12 |
Earnings/Share from Operations |
Numeric |
|
GICS |
GVKEY |
GVKEY |
Numeric |
|
Global Industry Class |
CALDT |
Calendar Trading Date |
Numeric |
|
Standard Code |
GICS |
Global Industry Class. Std. code |
Numeric |
|
CPSPIN |
GVKEY |
GVKEY |
Numeric |
|
S&P Index Primary |
CALDT |
Calendar Trading Date |
Numeric |
|
Marker Time Series |
CPSPIN |
S&P Index Primary Marker |
Character |
|
DIVFT |
GVKEY |
GVKEY |
Numeric |
|
Dividends per |
CALDT |
Calendar Trading Date |
Numeric |
|
Share Footnotes |
DIVFT |
Dividends per share footnotes |
Character |
|
RAWADJFT |
GVKEY |
GVKEY |
Numeric |
|
Raw Adjustment |
CALDT |
Calendar Trading Date |
Numeric |
|
Factor Footnotes |
RAWADJFT |
Raw adjustment factor footnotes |
Character |
|
COMSTAFT |
GVKEY |
GVKEY |
Numeric |
|
Comparability Status |
CALDT |
Calendar Trading Date |
Numeric |
|
Footnotes |
COMSTAFT |
Comparability status footnotes |
Character |
|
ISAFT |
GVKEY |
GVKEY |
Numeric |
|
Issue Status Alert |
CALDT |
Calendar Trading Date |
Numeric |
|
Footnotes |
ISAFT |
Issue status alert footnotes |
Character |
Table 39.33: SEGSRC Data Set—Operating Segment Source History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
SRCYR |
Segment Source year |
Numeric |
|
SRCFYR |
Segment Source fiscal year end month |
Numeric |
|
CALYR |
Calendar Year |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
SSRCE |
Source Document code |
Character |
|
SUCODE |
Update code |
Character |
|
CURCD |
ISO currency code |
Character |
|
SRCCUR |
Source ISO currency code |
Character |
|
HNAICS |
Segment Primary historical NAICS |
Character |
Table 39.34: SEGPROD Data Set—Operating Segment Products History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
SRCYR |
Segment Source year |
Numeric |
|
SRCFYR |
Segment Source fiscal year end month |
Numeric |
|
CALYR |
Calendar Year |
Numeric |
|
PDID |
Product Identifier |
Numeric |
|
PSID |
Segment Link segment identifier |
Numeric |
|
PSALE |
External Revenues |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
PNAICS |
Product NAICS code |
Character |
|
PSTYPE |
Segment link segment type |
Character |
|
PNAME |
Product Name |
Character |
Table 39.35: SEGCUST Data Set—Operating Segment Customer History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
SRCYR |
Segment Source year |
Numeric |
|
SRCFYR |
Segment Source fiscal year end month |
Numeric |
|
CALYR |
Calendar Year |
Numeric |
|
CDID |
Customer Identifier (cio) |
Numeric |
|
CSID |
Segment Link segment identifier |
Numeric |
|
CSALE |
Customer Revenues |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
CTYPE |
Customer type |
Character |
|
CGEOCD |
Geographic area code |
Character |
|
CGEOAR |
Geographic area type |
Character |
|
CSTYPE |
Segment link - segment type |
Character |
|
CNAME |
Customer Name |
Character |
Table 39.36: SEGDTL Data Set—Operating Segment Detail History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
SRCYR |
Segment Source year |
Numeric |
|
SRCFYR |
Segment Source fiscal year end month |
Numeric |
|
CALYR |
Calendar Year |
Numeric |
|
SID |
Segment Identifier |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
STYPE |
Segment type |
Character |
|
SOPTP1 |
Operating segment type 1 |
Character |
|
SOPTP2 |
Operating segment type 2 |
Character |
|
SGEOTP |
Geographic segment type |
Character |
|
SNAME |
Segment Name |
Character |
Table 39.37: SEGNAICS Data Set—Operating Segment NAICS History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
SRCYR |
Segment Source year |
Numeric |
|
SRCFYR |
Segment Source fiscal year end month |
Numeric |
|
CALYR |
Calendar Year |
Numeric |
|
SID |
Segment Identifier |
Numeric |
|
RANK |
Ranking |
Numeric |
|
SIC |
Segment SIC Code |
Numeric |
|
RST1 |
Reserved 1 |
Numeric |
|
SNAICS |
Segment NAICS code |
Character |
|
STYPE |
Segment type |
Character |
Table 39.38: SEGGEO Data Set—Geographic Segment History
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
SRCYR |
Segment Source year |
Numeric |
|
SRCFYR |
Segment Source fiscal year end month |
Numeric |
|
CALYR |
Calendar Year |
Numeric |
|
SID |
Segment Identifier |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
STYPE |
Segment type |
Character |
|
SGEOCD |
Geographic area code |
Character |
|
SGEOTP |
Geographic segment type |
Character |
Table 39.39: SEGCUR Data Set—Segment Currency Data
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
DATYR |
Segment Data year (year) |
Numeric |
|
DATFYR |
Segment Data fiscal year end month (fyr) |
Numeric |
|
CALYR |
Segment Calendar Year (cyr) |
Numeric |
|
SRCYRFYR |
Segment Source year and source fiscal (fyr) |
Numeric |
|
XRATE |
Period end exchange rate |
Numeric |
|
XRATE12 |
12-month moving Exchange rate |
Numeric |
|
SRCCUR |
Source currency code |
Character |
|
CURCD |
ISO Currency code (USD) |
Character |
Table 39.40: SEGITM Data Set—Segment Item Data
|
Fields |
Label |
Type |
|---|---|---|
|
GVKEY |
GVKEY |
Numeric |
|
DATYR |
Data year (year) |
Numeric |
|
FISCYR |
Data Fiscal year end month (fyr) |
Numeric |
|
SRCYR |
Source year |
Numeric |
|
SRCFYR |
Source fiscal year end month |
Numeric |
|
CALYR |
Data calendar year (cyr) |
Numeric |
|
SID |
Segment Identifier |
Numeric |
|
EMP |
Employees |
Numeric |
|
SALE |
Net Sales |
Numeric |
|
OIBD |
Operating income before depreciation |
Numeric |
|
DP |
Depreciation and amortization |
Numeric |
|
OIAD |
Operating income after depreciation |
Numeric |
|
CAPX |
Capital expenditures |
Numeric |
|
IAT |
Identifiable/total Assets |
Numeric |
|
EQEARN |
Equity in earnings |
Numeric |
|
INVEQ |
Investments at equity |
Numeric |
|
RD |
Research and development |
Numeric |
|
OBKLG |
Order backlog |
Numeric |
|
EXPORTS |
Export sales |
Numeric |
|
INTSEG |
Intersegment eliminations |
Numeric |
|
OPINC |
Operating profit |
Numeric |
|
PI |
Pretax income |
Numeric |
|
IB |
Income Before Extraordinary Items |
Numeric |
|
NI |
Net Income (loss) |
Numeric |
|
RCST1 |
Reserved 1 |
Numeric |
|
RCST2 |
Reserved 2 |
Numeric |
|
RCST3 |
Reserved 3 |
Numeric |
|
SALEF |
Footnote 1—sales |
Character |
|
OPINCF |
Footnote 2—operating profit |
Character |
|
CAPXF |
Footnote 3—capital expenditures |
Character |
|
EQEARNF |
Footnote 4—equity in earnings |
Character |
|
EMPF |
Footnote 5—employees |
Character |
|
RDF |
Footnote 6—research and development |
Character |
|
STYPE |
Segment type |
Character |