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README.md
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- question-answering
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- table-question-answering
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- text2text-generation
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pretty_name:
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tags:
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- finance
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- sec
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path: data/parsed/*.parquet
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---
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#
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**
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This release covers filings from **January 2022 through June 2025** (~3.4M filings), produced by the
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> *The SEC Filings Dataset: Reconstructing U.S. Corporate and Financial Disclosures into Layout-Faithful and Token-Efficient Pretraining Data.* Anonymous Authors (NeurIPS 2026 Evaluations & Datasets Track, under review).
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The full
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## Key facts
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## Methodology summary
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- **HTML:** Reconstructs the *visual* coordinate system; collapses the "Three-Column Hack" (\$ / value / closing-paren split into separate cells); coalesces fragmented multi-row headers using `border-*` and `margin-*` cues; preserves indentation hierarchy by binning CSS units into discrete ` ` levels.
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- **XML:** Routes 33 specialized schemas (Forms 3/4/5, 13F, N-PORT, N-CEN, etc.) through schema-aware emitters that reconstruct human-readable disclosures from field hierarchies.
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## Companion benchmarks
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Two evaluation benchmarks are derived from
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- **EDGAR-OCR** — 300 hand-selected SEC tables, synthetically perturbed for contamination resistance, scored by adjusted recall over (content × placement × inline formatting).
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- **EDGAR-Forecast** — 50 companies × 5 numeric targets each (250 total) drawn from 2026 10-Q filings, evaluated agentically with prior 5-year filing history visible.
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## Ethics, privacy, limitations
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- All filings are public regulatory disclosures with no expectation of privacy.
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- The dataset preserves filer-supplied content verbatim;
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- The MMD reconstruction is high-fidelity but not perfect; estimated ~99% structural/semantic accuracy. A small minority of filings (notably highly visual exhibits with low OCR-recoverable content) may have degraded representation.
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- Token counts reflect the Qwen3-1.7B tokenizer; other tokenizers will differ.
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## Provenance & versions
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- **v1** (this release): 2022-01 → 2025-06, parsed by
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- Future releases will extend coverage to 1994–2021 and incrementally to 2025-07+.
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## Contact
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- question-answering
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- table-question-answering
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- text2text-generation
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pretty_name: EFD - EDGAR Filings Dataset (v1)
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tags:
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- finance
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- sec
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path: data/parsed/*.parquet
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---
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# EFD: EDGAR Filings Dataset (v1)
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**EFD-v1** is an open, layout-faithful reconstruction of U.S. Securities and Exchange Commission (SEC) EDGAR filings into token-efficient MultiMarkdown (MMD), targeted at long-context language modeling, financial reasoning, document understanding, and evaluation.
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This release covers filings from **January 2022 through June 2025** (~3.4M filings), produced by the EFD parser described in:
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> *The SEC Filings Dataset: Reconstructing U.S. Corporate and Financial Disclosures into Layout-Faithful and Token-Efficient Pretraining Data.* Anonymous Authors (NeurIPS 2026 Evaluations & Datasets Track, under review).
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The full EFD corpus is estimated at ~500B tokens across ~18.4M filings (1994–present); this release is a public snapshot focused on the most recent four-and-a-half years.
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## Key facts
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## Methodology summary
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EFD treats filings as 2-D rendered grids rather than DOM trees:
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- **HTML:** Reconstructs the *visual* coordinate system; collapses the "Three-Column Hack" (\$ / value / closing-paren split into separate cells); coalesces fragmented multi-row headers using `border-*` and `margin-*` cues; preserves indentation hierarchy by binning CSS units into discrete ` ` levels.
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- **XML:** Routes 33 specialized schemas (Forms 3/4/5, 13F, N-PORT, N-CEN, etc.) through schema-aware emitters that reconstruct human-readable disclosures from field hierarchies.
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## Companion benchmarks
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Two evaluation benchmarks are derived from EFD and reported alongside this dataset:
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- **EDGAR-OCR** — 300 hand-selected SEC tables, synthetically perturbed for contamination resistance, scored by adjusted recall over (content × placement × inline formatting).
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- **EDGAR-Forecast** — 50 companies × 5 numeric targets each (250 total) drawn from 2026 10-Q filings, evaluated agentically with prior 5-year filing history visible.
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## Ethics, privacy, limitations
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- All filings are public regulatory disclosures with no expectation of privacy.
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- The dataset preserves filer-supplied content verbatim; EFD does **not** correct factual or accounting errors in the source filings.
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- The MMD reconstruction is high-fidelity but not perfect; estimated ~99% structural/semantic accuracy. A small minority of filings (notably highly visual exhibits with low OCR-recoverable content) may have degraded representation.
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- Token counts reflect the Qwen3-1.7B tokenizer; other tokenizers will differ.
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## Provenance & versions
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- **v1** (this release): 2022-01 → 2025-06, parsed by EFD pipeline rev `sec_parser_v65`.
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- Future releases will extend coverage to 1994–2021 and incrementally to 2025-07+.
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## Contact
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