The SASECRSP Interface Engine

Available Compustat Data Sets

CSTHEAD Data Set—Compustat Header Data

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


CSTNAME Data Set—Compustat Description History Array

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


LINK Data Set—CRSP Compustat Link History

Table 39.25: LINK Data Set—CRSP Compustat Link History


APERDES Data Set—Annual Period Descriptors Time Series

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


QPERDES Data Set—Quarterly Period Descriptors Time Series

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


IAITEMS Data Set—Annual Data Items

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


IQITEMS Data Set—Quarterly Data Items

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


BAITEMS Data Set—Bank Annual Data Items

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


BQITEMS Data Set—Bank Quarterly Data Items

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


Time Series Data Sets

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


SEGSRC Data Set—Operating Segment Source History

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


SEGPROD Data Set—Operating Segment Products History

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


SEGCUST Data Set—Operating Segment Customer History

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


SEGDTL Data Set—Operating Segment Detail History

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


SEGNAICS Data Set—Operating Segment NAICS History

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


SEGGEO Data Set—Geographic Segment History

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


SEGCUR Data Set—Segment Currency Data

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


SEGITM Data Set—Segment Item Data

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