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N6: financing-instrument / buyback / dividend false-positive classes by item x type; Part I/II Item 2 collision test

Items: FIRC0001-EDIT-12 AI_C-13 THEO-08 (ADVE-01 ii).
22,412 mentions (7.3%) match the class: 54.5% of 10-Q unregistered_sales, 19.2% of 8-K, 52.6% of capex_program mentions;
Table 5 restated side by side (capex_program 10,720 -> 4,725 projects excluding matched representatives); 1,001 unregistered_sales sections > 3,000 words (1.3%).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Simon-Pierre Boucher committed (Nov 5, 2026) parent 0fbafe5 Browse files

11 changed files +604 −0

11 changed files
Unified Split
added code/audit/a06_false_positive_classes.py +64 −0
@@ -0,0 +1,64 @@
1+"""N6 - suspected false-positive classes: financing instruments / buybacks / dividends (cluster F). Read-only."""
2+from __future__ import annotations
3+import sys
4+from pathlib import Path
5+sys.path.insert(0, str(Path(__file__).resolve().parent))
6+from common import *
7+
8+FIN = r"repurchase|buy-?back|dividend|credit facility|revolving|term loan|notes? (due|offering)|at-the-market|senior notes|commercial paper"
9+r = Run("fp_classes")
10+con = connect(SPID_DB)
11+con.execute(f"""CREATE TEMP TABLE fm AS SELECT m.*, regexp_matches(lower(coalesce(project_name,'') || ' ' || coalesce(description,'')), '{FIN}') AS fin,
12+ regexp_extract(lower(coalesce(project_name,'') || ' ' || coalesce(description,'')), '({FIN})', 1) AS fin_term FROM project_mentions m""")
13+r.dump("financing_regex_by_item_type.csv", con, """
14+SELECT form_type, section_name item, project_type, count(*) mentions, count(*) FILTER (WHERE fin) matched, round(100.0*count(*) FILTER (WHERE fin)/count(*),2) pct,
15+ round(sum(amount_usd) FILTER (WHERE fin)/1e9,2) matched_amount_gusd, round(sum(amount_usd)/1e9,2) total_amount_gusd
16+FROM fm GROUP BY 1,2,3 ORDER BY 4 DESC""")
17+r.dump("financing_regex_by_item.csv", con, """
18+SELECT form_type, section_name item, count(*) mentions, count(*) FILTER (WHERE fin) matched, round(100.0*count(*) FILTER (WHERE fin)/count(*),2) pct,
19+ count(*) - count(*) FILTER (WHERE fin) mentions_excl_class
20+FROM fm GROUP BY 1,2 ORDER BY 1,3 DESC""")
21+r.dump("financing_regex_by_type.csv", con, """
22+SELECT project_type, count(*) mentions, count(*) FILTER (WHERE fin) matched, round(100.0*count(*) FILTER (WHERE fin)/count(*),2) pct,
23+ round(sum(amount_usd) FILTER (WHERE fin)/1e9,2) matched_amount_gusd
24+FROM fm GROUP BY 1 ORDER BY 2 DESC""")
25+r.dump("financing_regex_terms.csv", con, """SELECT fin_term, count(*) n, round(sum(amount_usd)/1e9,2) amount_gusd FROM fm WHERE fin GROUP BY 1 ORDER BY 2 DESC""")
26+r.dump("financing_regex_by_form.csv", con, """SELECT form_type, count(*) mentions, count(*) FILTER (WHERE fin) matched, round(100.0*count(*) FILTER (WHERE fin)/count(*),2) pct FROM fm GROUP BY 1 ORDER BY 1""")
27+# projects: representative name + description (arg_max confidence) and 'any mention matched'
28+con.execute(f"""CREATE TEMP TABLE fp AS SELECT p.*, regexp_matches(lower(coalesce(p.project_name,'') || ' ' || coalesce(p.description,'')), '{FIN}') AS fin_rep,
29+ coalesce(a.any_fin, FALSE) AS fin_any
30+ FROM projects p LEFT JOIN (SELECT md5(cik || '|' || project_type || '|' || CASE WHEN loc1 <> '' THEN loc1 ELSE coalesce(nullif(name_tok,''),'general') END) project_id, bool_or(fin) any_fin
31+ FROM (SELECT *, lower(coalesce(try(locations[1]), '')) AS loc1, regexp_extract(lower(regexp_replace(project_name, '[^A-Za-z ]', '', 'g')), '([a-z]{{4,}})', 1) AS name_tok FROM fm) GROUP BY 1) a USING (project_id)""")
32+r.dump("table5_restated_excl_financing.csv", con, """
33+SELECT project_type, count(*) n, round(100.0*count(*)/(SELECT count(*) FROM fp),1) pct,
34+ count(*) FILTER (WHERE NOT fin_rep) n_excl_rep, round(100.0*count(*) FILTER (WHERE NOT fin_rep)/(SELECT count(*) FROM fp WHERE NOT fin_rep),1) pct_excl_rep,
35+ count(*) FILTER (WHERE NOT fin_any) n_excl_any, round(100.0*count(*) FILTER (WHERE NOT fin_any)/(SELECT count(*) FROM fp WHERE NOT fin_any),1) pct_excl_any,
36+ count(*) FILTER (WHERE fin_rep) matched_rep, round(100.0*count(*) FILTER (WHERE fin_rep)/count(*),2) pct_matched_rep,
37+ round(median(total_amount_usd)/1e6,1) median_amount_musd, round(median(total_amount_usd) FILTER (WHERE NOT fin_rep)/1e6,1) median_amount_musd_excl_rep
38+FROM fp GROUP BY 1 ORDER BY 2 DESC""")
39+S = {}
40+S["mentions_matched"] = con.execute("select count(*) filter (where fin), count(*), round(100.0*count(*) filter (where fin)/count(*),2) from fm").fetchone()
41+S["projects_matched_rep"] = con.execute("select count(*) filter (where fin_rep), count(*) filter (where fin_any), count(*) from fp").fetchone()
42+S["matched_amount_gusd"] = con.execute("select round(sum(amount_usd) filter (where fin)/1e9,2), round(sum(amount_usd)/1e9,2) from fm").fetchone()
43+S["unregistered_sales_matched"] = con.execute("select count(*) filter (where fin), count(*) from fm where section_name='unregistered_sales'").fetchone()
44+S["controls_matched"] = con.execute("select count(*) filter (where fin), count(*) from fm where section_name='controls_and_procedures'").fetchone()
45+S["financial_statements_matched"] = con.execute("select count(*) filter (where fin), count(*) from fm where section_name='financial_statements'").fetchone()
46+S["table4_rows_over_10pct"] = con.execute("select form_type, section_name, round(100.0*count(*) filter (where fin)/count(*),2) from fm group by 1,2 having 100.0*count(*) filter (where fin)/count(*) > 10 order by 3 desc").fetchall()
47+# Part I / Part II 'Item 2' collision test within 10-Q filings
48+con.execute("""CREATE TEMP TABLE q AS SELECT s.accession_number, s.section_name, s.word_count FROM src_sections s JOIN src_filings f USING (accession_number) WHERE f.form_type='10-Q' AND s.section_name IN ('unregistered_sales','md_and_a')""")
49+S["item2_collision"] = con.execute("""
50+WITH p AS (SELECT u.accession_number, u.word_count uw, m.word_count mw FROM q u JOIN q m USING (accession_number) WHERE u.section_name='unregistered_sales' AND m.section_name='md_and_a')
51+SELECT count(*) pairs, round(median(uw)) median_unreg_words, round(median(mw)) median_mdna_words,
52+ count(*) FILTER (WHERE uw > 3000) unreg_gt_3000, round(100.0*count(*) FILTER (WHERE uw > 3000)/count(*),2) pct_gt_3000,
53+ count(*) FILTER (WHERE uw > mw) unreg_longer_than_mdna, count(*) FILTER (WHERE mw < 500) mdna_lt_500,
54+ count(*) FILTER (WHERE uw > 3000 AND mw < 500) swapped_candidates
55+FROM p""").fetchone()
56+S["item2_collision_cols"] = ["pairs","median_unreg_words","median_mdna_words","unreg_gt_3000","pct_gt_3000","unreg_longer_than_mdna","mdna_lt_500","swapped_candidates"]
57+S["unregistered_sales_mentions_from_gt3000"] = con.execute("""select count(*), count(*) filter (where fin) from fm where section_name='unregistered_sales' and section_id in (select s.section_id from src_sections s where s.section_name='unregistered_sales' and s.word_count > 3000)""").fetchone()
58+S["unregistered_sales_sections_ledger_gt3000"] = con.execute("""select count(*) from extracted_sections e join src_sections s using(section_id) where s.section_name='unregistered_sales' and s.word_count > 3000""").fetchone()[0]
59+r.dump("unregistered_sales_wordcount_dist.csv", con, """select case when word_count<100 then '<100' when word_count<500 then '100-499' when word_count<1000 then '500-999' when word_count<3000 then '1000-2999' else '>=3000' end bucket, count(*) sections,
60+ count(*) filter (where section_id in (select section_id from extracted_sections)) ledgered from src_sections where section_name='unregistered_sales' group by 1 order by min(word_count)""")
61+r.dump("fin_sample_mentions.csv", con, """select mention_id, form_type, section_name, project_type, left(project_name,80) project_name, left(description,200) description, amount_usd, fin_term from fm where fin order by random() limit 60""")
62+con.execute(f"SELECT setseed(0.{SEED})")
63+r.write_json("summary.json", S)
64+r.finish()
added results/fp_classes/fin_sample_mentions.csv +61 −0
@@ -0,0 +1,61 @@
1+mention_id,form_type,section_name,project_type,project_name,description,amount_usd,fin_term
2+c1d8c0166e593afd1557,8-K,full_body,partnership,10b5-1 Plan,The Company has entered into a 10b5-1 trading plan for the repurchase of up to $174.0 million of its Class A Common Stock.,174000000.0,repurchase
3+4d0e91df70f920aeeec1,8-K,full_body,capex_program,Share Repurchase Program,"The Board of Directors approved a share repurchase program authorizing the Company to repurchase up to $10,000,000 shares of its outstanding shares of common stock.",10000000.0,repurchase
4+41143606ef6a9e69a5da,8-K,full_body,ma_integration,Issuance of 4.650% Notes due 2023,"Realty Income Corporation entered into a purchase agreement to issue and sell $750,000,000 aggregate principal amount of its 4.650% Notes due 2023.",750000000.0,notes due
5+8f4a300e4bf2b975a1cc,10-Q,unregistered_sales,cost_reduction,Share Repurchase Program,"On March 15, 2017, the board of directors approved a program to repurchase up to $25,000,000 in shares of common stock.",38500000.0,repurchase
6+eb03e99665ac7d8489e6,8-K,full_body,ma_integration,Refinancing of Senior Credit Facility,"Gray Television, Inc. began discussions with certain banks relating to a refinancing of the Company’s senior credit facility.",,credit facility
7+590e334e867dbc059196,8-K,full_body,capex_program,Real Estate Credit Facility,"Group 1 Automotive, Inc. amended and restated its $235,000,000 real estate credit facility with Bank of America and Comerica Bank.",235000000.0,credit facility
8+6412ca842ae8ab740b41,8-K,full_body,capex_program,Term A-1 Facility,"The Term A-1 Facility is an incremental term loan facility in the aggregate principal amount of $150.0 million, added to the existing $900 million revolving credit facility.",150000000.0,term loan
9+35643e1da9f0592edf18,8-K,full_body,capex_program,Note Purchase Agreement,"The Note Purchase Agreement provides for the private placement by the Operating Partnership of $300 million of 3.95% Senior Notes, due August 24, 2027.",300000000.0,senior notes
10+2da021161cf77680fcef,8-K,full_body,capex_program,Common Stock Repurchase Plan,"The Board of Directors of RBB Bancorp has authorized the repurchase of up to 1 million shares of the Company’s outstanding common stock through June 30, 2028.",25000000.0,repurchase
11+7ea9512780b253de32cd,8-K,full_body,ma_integration,Share Repurchase Program,RLI Corp. announced a share repurchase program authorizing an aggregate of $250 million in share repurchases.,250000000.0,repurchase
12+437aac148b91b5e121db,8-K,full_body,capex_program,Senior Secured Credit Facility,Zeta Global Holdings Corp. entered into a five-year $1.0 billion senior secured credit facility with Bank of America and other lenders.,1000000000.0,credit facility
13+72c0ffd83af642a52f9b,10-Q,unregistered_sales,capex_program,2011 Share Repurchase Program,The 2011 Program authorizes the repurchase of up to 50 million shares of the Company’s common stock.,,repurchase
14+0188c352d6101b6bd1f8,10-K,md_and_a,capex_program,Third Amended Credit Facility,"On October 1, 2019, in connection with the Spin-Off, we entered into the third amendment to the current amended credit facility with a revolving line of credit of up to $350.0 million.",350000000.0,credit facility
15+9898f12395b3a10a6ffa,8-K,full_body,capex_program,Issuance of 4.900% Notes due 2034,"Camden Property Trust entered into an underwriting agreement to issue and sell $400,000,000 aggregate principal amount of its 4.900% Notes due 2034.",400000000.0,notes due
16+b080aaa6a871e1918391,10-Q,unregistered_sales,ma_integration,Common Stock Repurchase Trading Arrangement,"In November 2023, Ashland entered into a Rule 10b5-1 trading arrangement to repurchase Ashland Common Stock under its 2023 Stock Repurchase Program for an aggregate dollar amount of $100 million.",100000000.0,repurchase
17+29f145180ac72ef24192,8-K,full_body,capex_program,Revolving Credit Facility,The Company obtained a $1.0 billion senior unsecured revolving credit facility to support general corporate purposes.,1000000000.0,revolving
18+81a3b229cb13bbc19d84,10-Q,financial_statements,ma_integration,Acquisition of Dodge Industrial,The acquisition of Dodge Industrial was funded through a term loan as part of a Credit Agreement with Wells Fargo Bank.,1300000000.0,term loan
19+dd0108c26035f33537a2,10-Q,unregistered_sales,cost_reduction,Stock Repurchase Program,The company has a stock repurchase program that allows for the repurchase of shares of Class A common stock.,250000000.0,repurchase
20+a0e9414c9457ed304569,8-K,full_body,capex_program,Senior Secured Credit Facilities,The Company entered into a commitment letter with Bank of America to provide a senior secured revolving credit facility and term loans to finance the obligations in respect of the Merger.,1600000000.0,revolving
21+e6a1cea4b16ffce79659,10-Q,md_and_a,cost_reduction,Share Repurchase Program,"Approved a new share repurchase program to acquire up to an aggregate of $250.0 million of common and preferred shares from May 9, 2024 to May 8, 2025.",250000000.0,repurchase
22+3ade2eba7b3aa491fcaf,10-Q,unregistered_sales,ma_integration,Share Repurchase Program,"On January 16, 2025, the Board approved a new share repurchase program authorizing the repurchase of up to $150.0 million of common stock.",150000000.0,repurchase
23+1ee8d2f69d9cc62ca4b4,8-K,full_body,capex_program,Amended and Restated Revolving Credit Facility,"PBF Logistics LP entered into a $500.0 million amended and restated revolving credit facility to fund working capital, acquisitions, distributions, and capital expenditures.",500000000.0,revolving
24+c189518d2d15dc5d03e3,8-K,full_body,ma_integration,2021 Share Repurchase Program,"The Company announced that the Board of Directors authorized a new share repurchase program, pursuant to which the Company may repurchase up to $100 million of the Company’s Class A common stock.",100000000.0,repurchase
25+bb3392aad6ef46f7aa2a,10-Q,unregistered_sales,capex_program,Share Repurchase Program,"On May 12, 2021, the Company announced the Share Repurchase Program pursuant to which it may repurchase up to $85.0 million worth of its outstanding common stock over the next 24 months.",85000000.0,repurchase
26+f96f333cb06116c55f42,8-K,full_body,ma_integration,Subordinated Note Offering,"Citizens Financial Services, Inc. issued and sold $10 million aggregate principal amount of subordinated notes due 2031.",10000000.0,note offering
27+9ec54fa48a3d4b336083,10-Q,md_and_a,ma_integration,Acquisition of Tennessee Quality Care,"On August 1, 2023, we completed the acquisition of Tennessee Quality Care for approximately $111.2 million, with funding primarily provided by drawing on the Company’s revolving credit facility.",111200000.0,revolving
28+6299e6831fb3b39725bf,8-K,full_body,ma_integration,Term Loan 2,"Link Media Holdings, Inc. borrowed $5,500,000 in a term loan under its existing credit facility with First National Bank of Omaha.",5500000.0,term loan
29+684c0bac79dada414194,8-K,full_body,ma_integration,Tender Offer for Senior Notes,The Company commenced a cash tender offer for any and all of its outstanding 7 3/4% Senior Notes due 2017.,,senior notes
30+739113d7b178b271a3ca,10-Q,unregistered_sales,ma_integration,2020 Share Repurchase Program,"On August 6, 2020, the Company’s Board of Directors approved a program authorizing the repurchase of up to 10 million shares of common stock through August 6, 2025, with 2,000,000 shares repurchased a",141800000.0,repurchase
31+8e2b65a3c39069e51def,8-K,full_body,ma_integration,ATM Offering,"Tango Therapeutics, Inc. entered into a Sales Agreement with Leerink Partners LLC to sell up to an aggregate of $100,000,000 of shares of its common stock through an at-the-market offering.",100000000.0,at-the-market
32+d4befd42a2b0a74507bf,8-K,full_body,capex_program,Cash Tender Offer for Senior Subordinated Notes,The Company is commencing a cash tender offer and consent solicitation for any and all of the outstanding principal amount of its 8.75% Senior Subordinated Notes due 2019.,,notes due
33+9231112569110406bc06,8-K,full_body,capex_program,Incremental Term Loan,"The Company will be able to borrow an incremental term loan in the aggregate principal amount of $200,000,000.",200000000.0,term loan
34+2edf21f1870b031cebe5,10-K,md_and_a,capex_program,New Senior Secured Credit Facilities,"The New Credit Agreement provides for senior secured term loan facilities totaling $2,250 million and a revolving credit facility of up to $750 million.",2250000000.0,term loan
35+d9eed6af63e342d3183b,8-K,full_body,capex_program,Issuance of 2031 and 2035 Notes,"Prologis, L.P. closed the issuance and sale of $1.25 billion in aggregate principal amount of its 4.750% Notes due 2031 and 5.250% Notes due 2035.",1200000000.0,notes due
36+1e8ded0c0e234d05343c,8-K,full_body,ma_integration,Warehouse Credit Facility,"The Company entered into Omnibus Amendment No. 2 to certain agreements associated with the $250 million warehouse credit facility, allowing for the securitization of vacation ownership notes receivabl",250000000.0,credit facility
37+c0d8188dbb3876ed203c,8-K,full_body,capex_program,Commercial Paper Program,"Jones Lang LaSalle Finance B.V. established a commercial paper program to issue up to $2.5 billion of short-term, unsecured commercial paper notes.",2500000000.0,commercial paper
38+257b96c9d69115617818,10-Q,unregistered_sales,ma_integration,Stock Repurchase Program,"The Company's Board of Directors authorized a stock repurchase program, allowing for the expenditure of up to $100.0 million to repurchase shares of common stock.",100000000.0,repurchase
39+2568516c29a3e26981b3,8-K,full_body,ma_integration,Tender Offers,Republic expects to use the net proceeds from the public offering to purchase up to $600 million combined aggregate principal amount of certain senior notes and debentures tendered in its previously a,600000000.0,senior notes
40+3dcf6ba17b10d98097ee,8-K,full_body,capex_program,Senior Notes Offering,MDC Partners Inc. completed an offering of its 6.75% Senior Notes due 2020.,425000000.0,senior notes
41+4f20f77b651196cb49fd,10-Q,unregistered_sales,capex_program,2025 Repurchase Program,The Company announced a new share repurchase program to repurchase up to $150.0 million of the Company's outstanding common stock.,150000000.0,repurchase
42+08ac036e0d60aa0903d0,8-K,full_body,ma_integration,2032 Fixed-to-Floating Rate Notes,"Capital One Financial Corporation closed the public offering of €750,000,000 aggregate principal amount of 4.326% Fixed-to-Floating Rate Senior Notes due 2032.",,senior notes
43+0af816e2c1bc73c88025,10-Q,unregistered_sales,capex_program,Share Repurchase Program,"The Company’s share repurchase program was authorized for an additional $20 million in funding, bringing the total authorized funds to $60 million.",20000000.0,repurchase
44+e04d7bd7ac30b08e76af,8-K,full_body,capex_program,Private Offering of Senior Unsecured Notes,Royal Caribbean Cruises Ltd. has commenced a private offering of $1.0 billion aggregate principal amount of senior unsecured notes due 2031.,1000000000.0,notes due
45+cdd1ea8ec9886d96749f,8-K,full_body,capex_program,Refinance and Upsize Revolving Credit Facility,The Company plans to refinance and upsize its existing senior secured asset-based revolving credit facility.,,revolving
46+3cae463e7339da2ae7fe,8-K,full_body,ma_integration,At-the-Market Equity Offering,"Xenon Pharmaceuticals entered into an at-the-market equity offering sales agreement with Jefferies LLC and Stifel, Nicolaus & Company to sell common shares of the Company.",50000000.0,at-the-market
47+b67ffbfd412fa1a5b96e,8-K,full_body,capex_program,Term Loan from RBS Asset Finance,"The Ensign Group, Inc. executed a promissory note for a US$21.525 million term loan from RBS Asset Finance, Inc.",21525000.0,term loan
48+d1622e289e3571ac52ca,8-K,full_body,capex_program,Issuance of Fixed-to-Floating Rate Senior Notes,"State Street Corporation issued $750,000,000 aggregate principal amount of Fixed-to-Floating Rate Senior Notes due 2033 in a public offering.",750000000.0,senior notes
49+450181ee5eeb3c7d4624,10-Q,unregistered_sales,ma_integration,Share Repurchase Program,The Company intends to repurchase up to $20 million of its Class A common stock through various means including open market transactions.,20000000.0,repurchase
50+71d801525f8b83164686,8-K,full_body,capex_program,Refinancing Facilities,The Company anticipates amending or refinancing its revolving credit and term loan facilities in the second or third quarter of 2013.,,revolving
51+9939b7907bc2bc879e1d,8-K,full_body,ma_integration,"Acquisition of Eris Digital Holdings, LLC","Cboe Global Markets, Inc. intends to use the net proceeds from the issuance of $300 million Senior Notes to fund its acquisition of Eris Digital Holdings, LLC.",300000000.0,senior notes
52+d1cbc6aa9ee4c1a31263,8-K,full_body,capex_program,New Notes Offering,Willis North America Inc. priced an offering of an additional $275 million aggregate principal amount of Senior Notes due 2029.,280000000.0,notes offering
53+41939ddaa25c7c6dc7b5,10-Q,unregistered_sales,capex_program,Stock Repurchase Program,"In 2023, F&G’s Board of Directors approved a new three-year stock repurchase program under which the Company may repurchase up to $50 million of F&G common stock.",50000000.0,repurchase
54+a7af9378ea2e8372c9fa,8-K,full_body,ma_integration,Stock Repurchase Program,The Board of Directors authorized the Company to repurchase up to $25.0 million of the Company’s common stock.,25000000.0,repurchase
55+815ddff30ff43ec8970a,8-K,full_body,ma_integration,Exchange Offer,Altice USA announced an exchange offer to exchange existing senior secured notes and senior notes into new senior secured and new senior notes.,,senior notes
56+e80c7851ccd6d9bb8e8b,10-Q,unregistered_sales,capex_program,Stock Repurchase Program,The Company’s Board of Directors authorized the repurchase of up to $1.0 billion in AECOM common stock.,1000000000.0,repurchase
57+da250346174a6de41a83,8-K,full_body,capex_program,Issuance of Senior Notes,First American Financial Corporation issued $450 million aggregate principal amount of its 5.450% Senior Notes due 2034.,450000000.0,senior notes
58+9c84f67cfa8fc22ba44f,8-K,full_body,ma_integration,Stock Repurchase Program,The Company is authorized to acquire up to $1 billion in the aggregate of the Company's outstanding shares of Class A common stock and Class B common stock.,1000000000.0,repurchase
59+c748cc62aaf414485518,8-K,full_body,capex_program,Asset-Based Revolving Credit Facility,Abercrombie & Fitch Co. entered into an asset-based revolving credit agreement providing for a senior secured revolving credit facility of up to $400 million.,400000000.0,revolving
60+ed09068cf6bacccb6b23,8-K,full_body,ma_integration,Issuance of 9.00% Senior Notes due 2029,Ready Capital Corporation entered into an Underwriting Agreement to issue $130.0 million aggregate principal amount of 9.00% Senior Notes due 2029.,130000000.0,senior notes
61+4a6e140e59ba7d94515f,8-K,full_body,capex_program,Fleet Financing Agreement,"Avis Budget Car Rental, LLC entered into an Interim Fleet Financing Facility Agreement to provide a revolving credit facility to its subsidiaries Avis Finance and Avis Italy.",350000000.0,revolving
added results/fp_classes/financing_regex_by_form.csv +4 −0
@@ -0,0 +1,4 @@
1+form_type,mentions,matched,pct
2+10-K,81495,682,0.84
3+10-Q,152004,7410,4.87
4+8-K,74566,14320,19.2
added results/fp_classes/financing_regex_by_item.csv +16 −0
@@ -0,0 +1,16 @@
1+form_type,item,mentions,matched,pct,mentions_excl_class
2+10-K,md_and_a,39021,509,1.3,38512
3+10-K,business,30455,116,0.38,30339
4+10-K,properties,7869,4,0.05,7865
5+10-K,risk_factors,2796,14,0.5,2782
6+10-K,full_body,824,2,0.24,822
7+10-K,quantitative_disclosures,530,37,6.98,493
8+10-Q,md_and_a,99167,1372,1.38,97795
9+10-Q,financial_statements,30080,721,2.4,29359
10+10-Q,unregistered_sales,9506,5179,54.48,4327
11+10-Q,controls_and_procedures,7079,11,0.16,7068
12+10-Q,risk_factors,4420,43,0.97,4377
13+10-Q,legal_proceedings,845,8,0.95,837
14+10-Q,quantitative_disclosures,800,76,9.5,724
15+10-Q,full_document,107,0,0.0,107
16+8-K,full_body,74566,14320,19.2,60246
added results/fp_classes/financing_regex_by_item_type.csv +293 −0
@@ -0,0 +1,293 @@
1+form_type,item,project_type,mentions,matched,pct,matched_amount_gusd,total_amount_gusd
2+8-K,full_body,ma_integration,41635,6055,14.54,4431.64,21674.49
3+10-Q,md_and_a,ma_integration,32011,319,1.0,297.7,15025.4
4+10-Q,financial_statements,ma_integration,19165,260,1.36,158.12,7994.15
5+10-K,md_and_a,ma_integration,14027,60,0.43,159.74,6818.94
6+10-Q,md_and_a,drug_pipeline,12341,1,0.01,,161.52
7+10-K,business,ma_integration,10554,21,0.2,3.23,7258.55
8+8-K,full_body,capex_program,10415,7135,68.51,5436.73,7873.23
9+10-Q,md_and_a,geographic_expansion,7602,2,0.03,,461.42
10+10-Q,md_and_a,plant_construction,6624,1,0.02,3.0,882.35
11+10-Q,md_and_a,product_launch,5935,1,0.02,,119.1
12+10-Q,md_and_a,partnership,5563,38,0.68,16.44,2199.1
13+10-Q,md_and_a,rd_program,5221,0,0.0,,169.15
14+8-K,full_body,partnership,4919,170,3.46,127.29,1238.44
15+10-Q,unregistered_sales,ma_integration,4565,2334,51.13,1995.02,2281.79
16+10-Q,md_and_a,cost_reduction,4437,111,2.5,79.52,571.57
17+8-K,full_body,drug_pipeline,4308,4,0.09,0.25,118.97
18+10-Q,md_and_a,capex_program,4088,856,20.94,796.27,2998.47
19+10-K,md_and_a,drug_pipeline,3992,0,0.0,,28.52
20+10-Q,md_and_a,manufacturing_expansion,3870,3,0.08,,182.76
21+10-Q,controls_and_procedures,ma_integration,3536,5,0.14,0.43,248.21
22+8-K,full_body,cost_reduction,3361,643,19.13,266.15,807.44
23+10-K,properties,plant_construction,3266,0,0.0,,132.04
24+10-K,md_and_a,geographic_expansion,3156,2,0.06,,363.7
25+10-K,business,drug_pipeline,3141,0,0.0,,25.43
26+10-Q,md_and_a,infrastructure,3047,4,0.13,1.85,3464.59
27+10-K,business,geographic_expansion,2833,0,0.0,,658.32
28+10-Q,controls_and_procedures,erp_implementation,2703,0,0.0,,61.61
29+10-Q,md_and_a,digital_transformation,2484,0,0.0,,67.68
30+10-K,business,product_launch,2462,0,0.0,,51.71
31+10-Q,md_and_a,technology_deployment,2410,35,1.45,16.79,179.42
32+10-K,md_and_a,plant_construction,2310,3,0.13,0.34,286.23
33+10-K,md_and_a,product_launch,2285,0,0.0,,80.96
34+10-K,md_and_a,partnership,2246,16,0.71,7.36,223.79
35+10-Q,risk_factors,ma_integration,2133,20,0.94,10.78,962.24
36+10-K,md_and_a,rd_program,2001,0,0.0,,125.19
37+8-K,full_body,plant_construction,1983,23,1.16,4.29,685.84
38+10-K,business,rd_program,1898,0,0.0,,186.29
39+10-K,business,partnership,1880,1,0.05,0.3,132.91
40+10-Q,unregistered_sales,capex_program,1740,1419,81.55,1841.69,1972.31
41+10-Q,financial_statements,drug_pipeline,1735,0,0.0,,9.85
42+10-K,business,plant_construction,1671,1,0.06,0.51,104.63
43+10-Q,financial_statements,partnership,1664,56,3.37,35.31,185.07
44+8-K,full_body,infrastructure,1651,24,1.45,15.03,540.82
45+10-K,md_and_a,cost_reduction,1564,23,1.47,15.4,216.18
46+10-K,md_and_a,capex_program,1507,372,24.68,392.53,1848.99
47+10-Q,financial_statements,cost_reduction,1448,159,10.98,112.79,201.78
48+10-K,md_and_a,manufacturing_expansion,1392,3,0.22,0.02,107.1
49+10-Q,financial_statements,plant_construction,1385,6,0.43,2.18,168.42
50+10-Q,unregistered_sales,cost_reduction,1381,1212,87.76,1020.25,1033.64
51+8-K,full_body,geographic_expansion,1286,12,0.93,1.71,122.93
52+10-K,business,technology_deployment,1265,8,0.63,10.52,86.41
53+10-K,properties,geographic_expansion,1219,2,0.16,0.49,59.64
54+8-K,full_body,technology_deployment,1177,202,17.16,126.57,317.1
55+10-K,md_and_a,digital_transformation,1090,0,0.0,,12.71
56+10-K,md_and_a,infrastructure,1067,3,0.28,2.16,1525.2
57+10-K,business,digital_transformation,1050,0,0.0,,84.4
58+10-K,business,manufacturing_expansion,1025,0,0.0,,62.95
59+10-K,md_and_a,technology_deployment,978,27,2.76,13.61,52.45
60+8-K,full_body,rd_program,968,4,0.41,0.75,217.38
61+10-K,properties,manufacturing_expansion,913,0,0.0,,11.22
62+10-Q,financial_statements,geographic_expansion,870,9,1.03,0.5,68.87
63+10-Q,financial_statements,rd_program,860,2,0.23,0.05,20.44
64+10-Q,md_and_a,sustainability,850,1,0.12,0.5,683.24
65+10-K,properties,infrastructure,842,0,0.0,,202.99
66+10-Q,md_and_a,erp_implementation,772,0,0.0,,19.76
67+8-K,full_body,manufacturing_expansion,771,6,0.78,2.47,131.97
68+10-K,risk_factors,ma_integration,750,3,0.4,2.15,379.39
69+10-K,business,infrastructure,704,0,0.0,,774.59
70+10-K,properties,ma_integration,696,1,0.14,,197.92
71+8-K,full_body,product_launch,679,2,0.29,1.48,433.24
72+10-Q,financial_statements,product_launch,602,0,0.0,,14.84
73+10-Q,risk_factors,drug_pipeline,599,0,0.0,,6.69
74+10-Q,unregistered_sales,partnership,575,191,33.22,87.81,117.71
75+10-Q,financial_statements,capex_program,546,192,35.16,145.82,400.3
76+10-Q,financial_statements,infrastructure,532,0,0.0,,295.49
77+10-K,business,capex_program,510,81,15.88,39.97,666.0
78+10-Q,md_and_a,supply_chain,483,0,0.0,,15.74
79+8-K,full_body,sustainability,458,33,7.21,20.88,128.52
80+10-K,risk_factors,plant_construction,445,2,0.45,,39.3
81+10-K,md_and_a,sustainability,398,0,0.0,,286.48
82+10-Q,financial_statements,manufacturing_expansion,391,1,0.26,0.08,9.41
83+10-K,full_body,ma_integration,390,1,0.26,,821.26
84+10-K,business,cost_reduction,384,4,1.04,0.11,54.69
85+10-K,business,sustainability,369,0,0.0,,12.65
86+10-Q,md_and_a,energy_transition,336,0,0.0,,10.65
87+10-Q,unregistered_sales,rd_program,319,1,0.31,0.05,17.18
88+10-Q,md_and_a,automation,311,0,0.0,,0.61
89+10-Q,md_and_a,ai_initiative,297,0,0.0,,222.29
90+10-Q,quantitative_disclosures,ma_integration,292,42,14.38,31.01,224.92
91+10-Q,md_and_a,data_center,292,0,0.0,,58.59
92+10-K,risk_factors,drug_pipeline,286,0,0.0,,5.04
93+10-K,md_and_a,erp_implementation,286,0,0.0,,6.95
94+10-Q,risk_factors,partnership,268,0,0.0,,28.14
95+10-K,quantitative_disclosures,ma_integration,255,21,8.24,0.66,132.93
96+10-Q,financial_statements,technology_deployment,250,36,14.4,23.96,44.93
97+10-Q,controls_and_procedures,cost_reduction,245,0,0.0,,0.24
98+10-Q,risk_factors,plant_construction,238,0,0.0,,66.85
99+10-K,risk_factors,geographic_expansion,234,0,0.0,,12.07
100+10-Q,unregistered_sales,drug_pipeline,233,0,0.0,,3.6
101+8-K,full_body,data_center,220,5,2.27,5.02,156.0
102+8-K,full_body,digital_transformation,216,0,0.0,,52.56
103+10-Q,legal_proceedings,ma_integration,206,3,1.46,10.95,88.03
104+10-K,properties,capex_program,205,1,0.49,0.21,196.59
105+10-Q,legal_proceedings,sustainability,194,0,0.0,,1.39
106+10-Q,md_and_a,cloud_migration,193,0,0.0,,5.85
107+10-K,md_and_a,supply_chain,191,0,0.0,,12.73
108+10-Q,legal_proceedings,infrastructure,190,0,0.0,,7.16
109+8-K,full_body,energy_transition,185,2,1.08,0.09,76.38
110+10-K,business,supply_chain,177,0,0.0,,0.17
111+10-Q,risk_factors,rd_program,173,0,0.0,,1.16
112+10-Q,risk_factors,product_launch,170,0,0.0,,6.35
113+10-Q,unregistered_sales,plant_construction,169,0,0.0,,14.05
114+10-Q,quantitative_disclosures,technology_deployment,166,28,16.87,9.35,45.81
115+10-Q,risk_factors,manufacturing_expansion,164,0,0.0,,67.83
116+10-Q,risk_factors,geographic_expansion,156,0,0.0,,1.32
117+10-K,risk_factors,manufacturing_expansion,155,0,0.0,,5.07
118+10-K,properties,rd_program,148,0,0.0,,27.91
119+10-K,business,ai_initiative,148,0,0.0,,5.28
120+10-Q,controls_and_procedures,digital_transformation,145,0,0.0,,
121+10-Q,unregistered_sales,geographic_expansion,145,0,0.0,,25.88
122+10-K,risk_factors,infrastructure,135,0,0.0,,71.81
123+10-Q,financial_statements,sustainability,132,0,0.0,,2.79
124+10-Q,unregistered_sales,infrastructure,129,5,3.88,0.1,14.32
125+10-Q,financial_statements,digital_transformation,129,0,0.0,,0.99
126+10-K,md_and_a,energy_transition,129,0,0.0,,13.99
127+10-K,risk_factors,product_launch,128,0,0.0,,0.15
128+8-K,full_body,supply_chain,126,0,0.0,,12.6
129+10-K,risk_factors,rd_program,119,0,0.0,,35.72
130+10-K,md_and_a,automation,118,0,0.0,,0.3
131+10-Q,risk_factors,cost_reduction,116,5,4.31,1.02,11.09
132+10-K,properties,technology_deployment,115,0,0.0,,56.64
133+10-K,business,automation,105,0,0.0,,0.2
134+10-Q,risk_factors,erp_implementation,105,0,0.0,,0.13
135+10-K,md_and_a,ai_initiative,104,0,0.0,,0.68
136+10-K,risk_factors,partnership,102,1,0.98,,2.52
137+10-K,properties,cost_reduction,100,0,0.0,,0.83
138+10-Q,risk_factors,infrastructure,100,0,0.0,,9.08
139+10-K,md_and_a,data_center,96,0,0.0,,21.51
140+10-Q,legal_proceedings,plant_construction,96,0,0.0,,8.02
141+10-K,full_body,product_launch,95,0,0.0,,
142+8-K,full_body,erp_implementation,94,0,0.0,,1.88
143+10-Q,financial_statements,data_center,93,0,0.0,,0.06
144+10-Q,financial_statements,erp_implementation,87,0,0.0,,0.42
145+10-K,quantitative_disclosures,technology_deployment,85,9,10.59,1.78,9.99
146+10-K,business,cloud_migration,85,0,0.0,,30.0
147+10-K,risk_factors,capex_program,85,7,8.24,3.71,82.91
148+10-K,md_and_a,cloud_migration,84,0,0.0,,0.12
149+10-K,risk_factors,erp_implementation,83,0,0.0,,0.04
150+10-Q,controls_and_procedures,technology_deployment,83,0,0.0,,
151+10-Q,financial_statements,supply_chain,81,0,0.0,,4.77
152+10-K,business,data_center,79,0,0.0,,1.01
153+10-K,properties,sustainability,78,0,0.0,,0.38
154+10-Q,unregistered_sales,manufacturing_expansion,76,0,0.0,,7.23
155+10-K,properties,data_center,76,0,0.0,,0.14
156+10-Q,controls_and_procedures,cloud_migration,74,0,0.0,,
157+10-K,properties,partnership,71,0,0.0,,1.36
158+10-K,risk_factors,cost_reduction,66,1,1.52,2.2,5.62
159+10-Q,financial_statements,energy_transition,65,0,0.0,,114.83
160+10-Q,quantitative_disclosures,partnership,65,1,1.54,0.1,5.0
161+10-K,full_body,plant_construction,62,0,0.0,,10.56
162+10-Q,quantitative_disclosures,plant_construction,61,2,3.28,1.46,3.7
163+10-K,risk_factors,digital_transformation,60,0,0.0,,0.58
164+10-Q,unregistered_sales,technology_deployment,59,14,23.73,4.97,36.53
165+10-Q,controls_and_procedures,geographic_expansion,58,0,0.0,,0.2
166+10-K,business,erp_implementation,58,0,0.0,,0.54
167+10-K,business,energy_transition,57,0,0.0,,1.08
168+8-K,full_body,ai_initiative,52,0,0.0,,3.64
169+10-Q,controls_and_procedures,drug_pipeline,51,0,0.0,,0.06
170+10-K,risk_factors,technology_deployment,50,0,0.0,,0.7
171+10-Q,risk_factors,technology_deployment,48,0,0.0,,2.36
172+10-K,properties,energy_transition,47,0,0.0,,
173+10-K,full_body,geographic_expansion,46,0,0.0,,2.4
174+10-Q,quantitative_disclosures,geographic_expansion,45,0,0.0,,0.07
175+10-Q,full_document,ma_integration,44,0,0.0,,5.03
176+10-K,full_body,manufacturing_expansion,44,0,0.0,,6.1
177+10-K,risk_factors,sustainability,43,0,0.0,,0.98
178+10-Q,risk_factors,digital_transformation,43,0,0.0,,2.04
179+8-K,full_body,cloud_migration,41,0,0.0,,108.84
180+10-K,full_body,partnership,40,0,0.0,,0.71
181+10-Q,risk_factors,capex_program,39,18,46.15,6.4,31.52
182+10-Q,controls_and_procedures,infrastructure,37,0,0.0,,0.07
183+10-Q,controls_and_procedures,partnership,37,1,2.7,0.05,0.14
184+10-Q,legal_proceedings,geographic_expansion,36,0,0.0,,0.33
185+10-Q,quantitative_disclosures,erp_implementation,34,0,0.0,,
186+10-Q,unregistered_sales,sustainability,34,2,5.88,0.1,1.21
187+10-K,full_body,rd_program,33,0,0.0,,14.93
188+10-Q,legal_proceedings,partnership,31,0,0.0,,1.5
189+10-K,full_body,technology_deployment,30,1,3.33,0.4,1.3
190+10-Q,unregistered_sales,product_launch,30,0,0.0,,0.57
191+10-K,quantitative_disclosures,partnership,29,0,0.0,,0.37
192+10-Q,financial_statements,cloud_migration,29,0,0.0,,0.07
193+10-K,full_body,infrastructure,28,0,0.0,,6.1
194+10-K,properties,supply_chain,27,0,0.0,,0.56
195+10-Q,full_document,plant_construction,27,0,0.0,,
196+10-K,quantitative_disclosures,plant_construction,26,2,7.69,0.06,9.11
197+10-Q,risk_factors,sustainability,25,0,0.0,,3.67
198+10-Q,quantitative_disclosures,infrastructure,25,0,0.0,,6.35
199+10-Q,quantitative_disclosures,supply_chain,25,0,0.0,,1.51
200+10-Q,controls_and_procedures,plant_construction,25,0,0.0,,1.58
201+10-Q,legal_proceedings,drug_pipeline,24,0,0.0,,3.51
202+10-K,properties,product_launch,23,0,0.0,,
203+10-Q,controls_and_procedures,capex_program,23,5,21.74,3.64,5.41
204+10-Q,controls_and_procedures,automation,23,0,0.0,,
205+10-K,quantitative_disclosures,supply_chain,23,0,0.0,,1.12
206+10-K,quantitative_disclosures,infrastructure,22,1,4.55,0.01,8.22
207+10-Q,quantitative_disclosures,cost_reduction,21,0,0.0,,0.73
208+8-K,full_body,automation,21,0,0.0,,0.04
209+10-Q,quantitative_disclosures,capex_program,19,3,15.79,4.7,18.77
210+10-K,quantitative_disclosures,drug_pipeline,17,0,0.0,,
211+10-Q,unregistered_sales,energy_transition,16,0,0.0,,145.54
212+10-K,risk_factors,energy_transition,16,0,0.0,,0.4
213+10-Q,quantitative_disclosures,product_launch,16,0,0.0,,
214+10-K,properties,automation,16,0,0.0,,
215+10-K,full_body,cost_reduction,15,0,0.0,,3.09
216+10-Q,controls_and_procedures,product_launch,14,0,0.0,,
217+10-Q,full_document,geographic_expansion,14,0,0.0,,
218+10-Q,risk_factors,supply_chain,13,0,0.0,,2.03
219+10-K,risk_factors,supply_chain,13,0,0.0,,
220+10-K,full_body,capex_program,13,0,0.0,,21.61
221+10-K,quantitative_disclosures,geographic_expansion,13,0,0.0,,0.0
222+10-K,quantitative_disclosures,sustainability,13,0,0.0,,
223+10-Q,legal_proceedings,capex_program,12,4,33.33,2.53,3.07
224+10-Q,unregistered_sales,data_center,12,1,8.33,0.08,3.99
225+10-Q,quantitative_disclosures,drug_pipeline,11,0,0.0,,0.02
226+10-Q,financial_statements,automation,11,0,0.0,,0.01
227+10-Q,risk_factors,ai_initiative,11,0,0.0,,
228+10-K,properties,digital_transformation,11,0,0.0,,
229+10-Q,full_document,partnership,11,0,0.0,,
230+10-Q,legal_proceedings,cost_reduction,10,1,10.0,0.02,0.32
231+10-Q,legal_proceedings,erp_implementation,10,0,0.0,,
232+10-K,risk_factors,ai_initiative,9,0,0.0,,
233+10-Q,legal_proceedings,technology_deployment,9,0,0.0,,0.04
234+10-Q,unregistered_sales,digital_transformation,9,0,0.0,,0.07
235+10-K,quantitative_disclosures,capex_program,9,3,33.33,0.85,3.82
236+10-K,risk_factors,automation,9,0,0.0,,
237+10-Q,legal_proceedings,data_center,9,0,0.0,,
238+10-K,properties,drug_pipeline,9,0,0.0,,0.04
239+10-K,quantitative_disclosures,cost_reduction,8,1,12.5,4.0,4.19
240+10-Q,risk_factors,cloud_migration,8,0,0.0,,
241+10-K,quantitative_disclosures,manufacturing_expansion,8,0,0.0,,1.92
242+10-Q,legal_proceedings,product_launch,8,0,0.0,,
243+10-K,quantitative_disclosures,product_launch,8,0,0.0,,
244+10-K,full_body,drug_pipeline,8,0,0.0,,
245+10-Q,unregistered_sales,automation,7,0,0.0,,
246+10-Q,controls_and_procedures,manufacturing_expansion,7,0,0.0,,0.28
247+10-Q,quantitative_disclosures,manufacturing_expansion,7,0,0.0,,0.8
248+10-K,quantitative_disclosures,rd_program,7,0,0.0,,0.03
249+10-Q,quantitative_disclosures,energy_transition,6,0,0.0,,0.0
250+10-Q,controls_and_procedures,supply_chain,6,0,0.0,,
251+10-Q,controls_and_procedures,rd_program,6,0,0.0,,0.4
252+10-Q,financial_statements,ai_initiative,5,0,0.0,,
253+10-K,full_body,sustainability,5,0,0.0,,
254+10-K,risk_factors,data_center,4,0,0.0,,
255+10-Q,unregistered_sales,erp_implementation,4,0,0.0,,0.0
256+10-Q,full_document,digital_transformation,4,0,0.0,,
257+10-K,full_body,supply_chain,4,0,0.0,,0.17
258+10-Q,risk_factors,data_center,4,0,0.0,,
259+10-Q,quantitative_disclosures,sustainability,4,0,0.0,,0.19
260+10-K,properties,erp_implementation,4,0,0.0,,0.24
261+10-Q,legal_proceedings,rd_program,4,0,0.0,,
262+10-K,full_body,digital_transformation,4,0,0.0,,
263+10-K,risk_factors,cloud_migration,4,0,0.0,,
264+10-Q,risk_factors,automation,4,0,0.0,,
265+10-Q,controls_and_procedures,data_center,3,0,0.0,,
266+10-K,quantitative_disclosures,energy_transition,3,0,0.0,,
267+10-K,full_body,automation,3,0,0.0,,
268+10-Q,risk_factors,energy_transition,3,0,0.0,,
269+10-Q,legal_proceedings,energy_transition,2,0,0.0,,
270+10-Q,legal_proceedings,digital_transformation,2,0,0.0,,
271+10-K,quantitative_disclosures,automation,2,0,0.0,,0.03
272+10-K,full_body,cloud_migration,2,0,0.0,,
273+10-Q,controls_and_procedures,sustainability,2,0,0.0,,
274+10-Q,full_document,sustainability,2,0,0.0,,
275+10-Q,unregistered_sales,supply_chain,2,0,0.0,,0.03
276+10-K,properties,ai_initiative,2,0,0.0,,
277+10-Q,full_document,cost_reduction,1,0,0.0,,0.04
278+10-K,quantitative_disclosures,digital_transformation,1,0,0.0,,
279+10-Q,full_document,infrastructure,1,0,0.0,,
280+10-K,properties,cloud_migration,1,0,0.0,,
281+10-Q,quantitative_disclosures,ai_initiative,1,0,0.0,,
282+10-Q,full_document,erp_implementation,1,0,0.0,,
283+10-Q,legal_proceedings,manufacturing_expansion,1,0,0.0,,
284+10-Q,controls_and_procedures,energy_transition,1,0,0.0,,
285+10-Q,legal_proceedings,ai_initiative,1,0,0.0,,
286+10-Q,unregistered_sales,ai_initiative,1,0,0.0,,0.63
287+10-Q,quantitative_disclosures,digital_transformation,1,0,0.0,,
288+10-Q,full_document,manufacturing_expansion,1,0,0.0,,
289+10-K,quantitative_disclosures,data_center,1,0,0.0,,
290+10-K,full_body,erp_implementation,1,0,0.0,,
291+10-Q,full_document,product_launch,1,0,0.0,,
292+10-Q,quantitative_disclosures,rd_program,1,0,0.0,,
293+10-K,full_body,ai_initiative,1,0,0.0,,
added results/fp_classes/financing_regex_by_type.csv +22 −0
@@ -0,0 +1,22 @@
1+project_type,mentions,matched,pct,matched_amount_gusd
2+ma_integration,130259,9145,7.02,7101.44
3+drug_pipeline,26755,5,0.02,0.25
4+capex_program,19211,10096,52.55,8675.04
5+plant_construction,18388,40,0.22,11.84
6+geographic_expansion,17713,27,0.15,2.69
7+partnership,17501,475,2.71,274.66
8+cost_reduction,13157,2160,16.42,1501.46
9+product_launch,12456,3,0.02,1.48
10+rd_program,11758,7,0.06,0.85
11+manufacturing_expansion,8825,13,0.15,2.57
12+infrastructure,8510,37,0.43,19.16
13+technology_deployment,6725,360,5.35,207.95
14+digital_transformation,5249,0,0.0,
15+erp_implementation,4242,0,0.0,
16+sustainability,2607,36,1.38,21.48
17+supply_chain,1171,0,0.0,
18+data_center,889,6,0.67,5.1
19+energy_transition,866,2,0.23,0.09
20+ai_initiative,632,0,0.0,
21+automation,630,0,0.0,
22+cloud_migration,521,0,0.0,
added results/fp_classes/financing_regex_terms.csv +15 −0
@@ -0,0 +1,15 @@
1+fin_term,n,amount_gusd
2+repurchase,10886,9251.3
3+senior notes,3375,2387.12
4+term loan,2263,1836.19
5+revolving,1839,1364.36
6+credit facility,1184,1015.25
7+notes due,1177,798.44
8+notes offering,755,573.67
9+at-the-market,277,90.46
10+buyback,227,118.73
11+dividend,203,79.77
12+commercial paper,133,283.76
13+note offering,55,21.12
14+buy-back,33,4.67
15+note due,5,1.23
added results/fp_classes/manifest.json +36 −0
@@ -0,0 +1,36 @@
1+{
2+ "package": "fp_classes",
3+ "script": "/Users/simon-pierreboucher/firc0001_review/scripts/a06_false_positive_classes.py",
4+ "script_sha256": "04f0920ea5edc399849b9f29f53d21c568e424fba4a1c632577e8f441513737d",
5+ "started": "2026-11-05T14:29:35",
6+ "ended": "2026-11-05T14:29:36",
7+ "wall_seconds": 0.7,
8+ "node": "m3u96b",
9+ "python": "3.12.15",
10+ "duckdb": "2.0.0",
11+ "threads": 4,
12+ "memory_limit": "24GB",
13+ "seed": 20261105,
14+ "databases": {
15+ "/Users/simon-pierreboucher/UQO_RESEARCH_DB/project-db/data/db/spid.duckdb": {
16+ "bytes": 3155701760,
17+ "mtime": "2026-10-28T12:21:11.091389"
18+ },
19+ "/Users/simon-pierreboucher/UQO_RESEARCH_DB/data/duckdb/edgar_research.duckdb": {
20+ "bytes": 73500995584,
21+ "mtime": "2026-10-27T21:34:46.297884"
22+ }
23+ },
24+ "read_only": true,
25+ "row_counts": {
26+ "financing_regex_by_item_type.csv": 292,
27+ "financing_regex_by_item.csv": 15,
28+ "financing_regex_by_type.csv": 21,
29+ "financing_regex_terms.csv": 14,
30+ "financing_regex_by_form.csv": 3,
31+ "table5_restated_excl_financing.csv": 21,
32+ "unregistered_sales_wordcount_dist.csv": 5,
33+ "fin_sample_mentions.csv": 60
34+ },
35+ "notes": {}
36+}
\ No newline at end of file
added results/fp_classes/summary.json +65 −0
@@ -0,0 +1,65 @@
1+{
2+ "mentions_matched": [
3+ 22412,
4+ 308065,
5+ 7.28
6+ ],
7+ "projects_matched_rep": [
8+ 12027,
9+ 13139,
10+ 121099
11+ ],
12+ "matched_amount_gusd": [
13+ 17826.05,
14+ 104183.56
15+ ],
16+ "unregistered_sales_matched": [
17+ 5179,
18+ 9506
19+ ],
20+ "controls_matched": [
21+ 11,
22+ 7079
23+ ],
24+ "financial_statements_matched": [
25+ 721,
26+ 30080
27+ ],
28+ "table4_rows_over_10pct": [
29+ [
30+ "10-Q",
31+ "unregistered_sales",
32+ 54.48
33+ ],
34+ [
35+ "8-K",
36+ "full_body",
37+ 19.2
38+ ]
39+ ],
40+ "item2_collision": [
41+ 77869,
42+ 602.0,
43+ 7573.0,
44+ 1001,
45+ 1.29,
46+ 2157,
47+ 1875,
48+ 296
49+ ],
50+ "item2_collision_cols": [
51+ "pairs",
52+ "median_unreg_words",
53+ "median_mdna_words",
54+ "unreg_gt_3000",
55+ "pct_gt_3000",
56+ "unreg_longer_than_mdna",
57+ "mdna_lt_500",
58+ "swapped_candidates"
59+ ],
60+ "unregistered_sales_mentions_from_gt3000": [
61+ 425,
62+ 21
63+ ],
64+ "unregistered_sales_sections_ledger_gt3000": 1380
65+}
\ No newline at end of file
added results/fp_classes/table5_restated_excl_financing.csv +22 −0
@@ -0,0 +1,22 @@
1+project_type,n,pct,n_excl_rep,pct_excl_rep,n_excl_any,pct_excl_any,matched_rep,pct_matched_rep,median_amount_musd,median_amount_musd_excl_rep
2+ma_integration,41742,34.5,37527,34.4,36687,34.0,4215,10.1,155.0,133.1
3+capex_program,10720,8.9,4725,4.3,4519,4.2,5995,55.92,300.0,156.7
4+partnership,9909,8.2,9563,8.8,9548,8.8,346,3.49,75.0,64.0
5+geographic_expansion,7868,6.5,7855,7.2,7850,7.3,13,0.17,36.7,36.2
6+plant_construction,7590,6.3,7567,6.9,7557,7.0,23,0.3,56.0,56.0
7+cost_reduction,6481,5.4,5403,5.0,5397,5.0,1078,16.63,50.0,29.0
8+drug_pipeline,5360,4.4,5358,4.9,5355,5.0,2,0.04,46.1,46.0
9+product_launch,5356,4.4,5355,4.9,5353,5.0,1,0.02,26.7,26.7
10+rd_program,5080,4.2,5074,4.7,5073,4.7,6,0.12,20.0,20.0
11+infrastructure,4481,3.7,4461,4.1,4452,4.1,20,0.45,48.0,47.0
12+manufacturing_expansion,4140,3.4,4132,3.8,4130,3.8,8,0.19,45.0,45.0
13+technology_deployment,4128,3.4,3835,3.5,3824,3.5,293,7.1,135.0,106.0
14+digital_transformation,2642,2.2,2642,2.4,2642,2.4,0,0.0,34.2,34.2
15+erp_implementation,1735,1.4,1735,1.6,1735,1.6,0,0.0,15.0,15.0
16+sustainability,1305,1.1,1286,1.2,1284,1.2,19,1.46,34.4,29.5
17+supply_chain,684,0.6,684,0.6,684,0.6,0,0.0,38.0,38.0
18+data_center,449,0.4,443,0.4,443,0.4,6,1.34,166.0,166.0
19+energy_transition,415,0.3,413,0.4,413,0.4,2,0.48,109.0,110.0
20+ai_initiative,376,0.3,376,0.3,376,0.3,0,0.0,127.5,127.5
21+automation,374,0.3,374,0.3,374,0.3,0,0.0,13.7,13.7
22+cloud_migration,264,0.2,264,0.2,264,0.2,0,0.0,50.0,50.0
added results/fp_classes/unregistered_sales_wordcount_dist.csv +6 −0
@@ -0,0 +1,6 @@
1+bucket,sections,ledgered
2+<100,169,128
3+100-499,26540,26540
4+500-999,41561,41561
5+1000-2999,10600,10600
6+>=3000,1381,1381
7
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