Subject: Company Filings, Conference Calls & Press Releases

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

Special Note: Because of license restrictions, access is limited to the following locations:

• Several computers in Kenan-Flagler’s Capital Markets Lab (room 2550) in the McColl Building

Online access is not available.

UNC Kenan-Flagler Capital Markets Lab

Information about industries and corporations. 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.

For UNC – Chapel Hill users, Business Wire is also included in Regional Business News (Nov. 2010-present)

https://www.businesswire.com/portal/site/home/news/

Corporate filings, including registration statements, prospectuses and periodic reports filed on Forms 10-K and 10-Q, as well as recent corporate events reported on Form 8-K.

EDGAR is updated Monday-Friday, in real time until 5:30 pm Eastern time. Filings submitted past the 5:30 pm deadline are available the next morning.

Open Access

https://www.sec.gov/search-filings

Designed to capture all insider activity as reported on SEC forms 3, 4, 5, and 144. Data is from Jan. 1986-present unless noted. Includes:

• Table One: Table 1 non-derivative transaction and holdings information filed on Forms 3, 4, 5.
• Table Two: Table 2 derivative transaction and holdings information filed on Form 3, 4, 5. Includes open market derivatives transactions as well as information on the award, exercise, and expiration of stock options.
• 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.
• Average Returns: Info. relating to how a stock has historically performed following an insider’s transactions. 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.
• Amendment Concordance: 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. Covers Oct. 2002-present.

Support articles on Insider Filings from WRDS.

WRDS Access is available only to current UNC-CH faculty, students, and selected staff. 

Need access? Go to https://wrds-www.wharton.upenn.edu and click on “REGISTER” in the upper right corner of the page.

UNC-CH users with additional password

https://wrds-www.wharton.upenn.edu/pages/get-data/thomson-reuters/insiders-data/

Contains annual reports in PDF for companies in the U.S., Canada, and some European countries. Coverage varies by company. Some reports are from more than 100 years ago.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23609346

Up to three years of press releases and other news released by companies who are members of the PR Newswire organization.

Serves more than 50% of public companies in the United States, including over 70% of the Fortune 500, and over 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)

For older press releases, see:

• Newspaper Source Plus (Jan. 2011-present)
• ABI/Inform (Mar. 30, 1992-present)
• Factiva (through but hard to search; July 1, 1989-present)

https://www.prnewswire.com/news-releases/news-releases-list/

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

https://www.sedar.com/

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

http://www.prars.com/