Build from the issuer outward
Start with a company or CIK, then add the filing timeline, extracted deal terms, trading outcome, news, and market bars you need for the question in front of you.
Use the smallest join that answers the question. A watchlist may only need company, status, ticker, exchange, and latest terms. A backtest usually needs filing dates, offer terms, first trading date, and market bars.
| Data | Use it for | Typical question |
|---|---|---|
| Companies | Finding issuers by CIK, name, ticker, exchange, sector, or deal type. | Which operating IPOs updated this week? |
| Filings | Tracking S-1/F-1/S-11 registrations, amendments, final prospectuses, effectiveness notices, 8-A registrations, and other SEC events. | What changed between the last two amendments? |
| Extracted terms | Reading offer price, range, shares, proceeds, underwriters, unit details, warrants, and use of proceeds without reopening every filing. | Which deals raised the range before pricing? |
| Deal type | Separating operating IPOs from SPACs, funds, vehicles, direct listings, and follow-ons. | Which names belong in an operating-company IPO screen? |
| Resolved listing fields | Using a practical ticker, exchange, listing date, offer price, shares, and proceeds set for downstream joins. | Which ticker and offer price should my model use? |
| Outcomes | Comparing first close, 1D return, week-one close, and post-listing performance. | Which recent IPOs faded after day one? |
| Market bars | Running event windows around listing, first close, week one, or later milestones. | How did trading behave in the first seven sessions? |
| News | Adding context around filing changes, pricing, listing, analyst coverage, and post-listing moves. | What happened around a sharp move? |
Use durable identifiers
Use CIK as the durable issuer key. Tickers are useful for lookup and market data, but they can drift, collide, or point to units and warrants. Resolve ticker to CIK first, then join by CIK.