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Bloomberg Professional (Kenan-Flagler Only)

May 1, 2017

This database provides access to current (real time ) and historical (about 20 years) of financial, economic, and political news and information covering all sectors of the world’s economy.

Special Note: Because of License Restrictions, Bloomberg access is limited to several computers in the Kenan-Flagler Business School’s Capital Markets Lab (room 2550) in the McColl Building and on 1 computer in the Technology Center (room 1130) on the 1st floor also in the McColl Building.

UNC Kenan-Flagler Capital Markets Lab

Business Wire

May 1, 2017

A great source Information about industries and corporations. Business news headlines are grouped by hour of the day. Business Wire is also good for finding the Full text of news and press releases from major U.S. corporations, including many Fortune 1000 and NASDAQ companies. Free registration is required to view full text.

Special Note: For UNC – Chapel Hill users, Business Wire is also included in Factiva and Nexis Uni..

Open Access

Insider Filings Data

April 28, 2017

Data from Thomson Financial describing the sales and purchases of stock by corporate insiders.

A database includes:

Table One file contains all Table 1 non-derivative transaction and holdings information filed on Forms 3, 4, 5. Coverage January 1986 to Present.

Table Two file contains all Table 2 derivative transaction and holdings information filed on Form 3, 4, 5. The data in this includes open market derivatives transactions as well as information on the award, exercise, and expiration of stock options. coverage January 1996 to present.

Form 144 File contains the Proposed Sale file is derived from Form 144. This data includes the expected data of sale, the number of securities to be sold, the estimated market value of the proposed sales, and the name of the executing broker. Coverage January 1986 to present.

The Average Returns file contains the information relating to how a stock has historically performed following an insider’s transactions. The file includes average 3-month and 6-month buy and sell returns as well as the number of historic buy and sell decisions for each individual insider. Coverage June 1996 to present.

Amendment Concordance file links an amended filing to its original filing by way of DCN. This prevents double counting by allowing users to see which original filing is being replaced. The amendment concordance file is a full refresh every day. Please note: not all amended filings are included in this file, only those that meet our concordance criteria. Coverage October 2002 to present.

Insider Filings Data is accessed through a Wharton Research Data Services (WRDS) account.

Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.

To fill out an on-line account request form go to and click on the “Register” tab in the upper right portion of the screen.

UNC-CH users with additional password

Mergent Historical Annual Reports

April 28, 2017

​Mergent Historical Annual Reports contains company annual reports from the U.S., Canada, and other mostly European countries from around the world. Over 1 million annual reports are included, some dating back over 100 years. In some cases when a company did not produce an “Annual Report” the company’s 10K is included instead. And in other cases both the “Annual Report” and the 10K are included. The documents are in pdf format.

UNC-CH users only

PR NewsWire

April 28, 2017

A good place to find upto three years of press releases and other news released by companies who are members of the PR Newswire organization. PR Newswire serves more than 50% of public companies in the United States, including over 70% of the Fortune 500, and more than 40,000 other companies and organizations worldwide with distribution of financials and other material news that may affect the valuation of their stock. Between 600 and 1,000 news releases are sent out every weekday to the full gamut of US media and financial organizations as well as to over 70,000 journalists. (source Factiva)

Special Note: For UNC-Chapel Hill users PR Newswire is also included in Factiva and in Nexis Uni.

Open Access

SEC Info

April 28, 2017

An alternative site for searching the United States’ SEC EDGAR filings The site requires you to register, but registration is free.

This resource is produced by Fran Finnegan & Company.

Open Access


April 28, 2017

Official site that provides access to most public securities documents and information filed by Canadian public companies and investment funds with the Canadian Securities Administrators (CSA) in the SEDAR filing system. SEDAR is a rough equivalent to the SEC’s EDGAR files but it is for Canadian companies.

Open Access

The Public Register

April 28, 2017

Order hardcopies of annual reports from participating companies for free from one central location for more than 5,000 public companies traded on the NYSE, NASDAQ, AMEX, OTC and TSX exchanges. Reports are mailed free of charge to US addresses.

Open Access