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L1 (follow-up): figure PNGs written by make_tables.py (dpi documented input) — orphan PNGs of FIRC0001-DATA-15 now generated

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Simon-Pierre Boucher committed (Nov 5, 2026) parent d30b6ef Browse files

7 changed files +16 −322

7 changed files
Unified Split
modified code/make_tables.py +11 −4
@@ -658,6 +658,13 @@ if di("brief_definition"): macro("brief", di("brief_definition"), "data/document
658 658
659 # ---- Figures --------------------------------------------------------------------------------------------- 659 # ---- Figures ---------------------------------------------------------------------------------------------
660 BLUE, GOLD, GREY = "#16365c", "#c9a227", "#8a8a8a" 660 BLUE, GOLD, GREY = "#16365c", "#c9a227", "#8a8a8a"
661+
662+
663+def save(fig, name):
664+ """PDF for the paper and PNG (same figure) for the Word export; no other script produces the PNGs."""
665+ fig.savefig(F / f"{name}.pdf", metadata={"CreationDate": None})
666+ fig.savefig(F / f"{name}.png", dpi=int(DI["png_dpi"]["value"]))
667+ plt.close(fig)
661 yrs = [int(r["yr"]) for r in iy] 668 yrs = [int(r["yr"]) for r in iy]
662 fig, ax1 = plt.subplots(figsize=(7.2, 3.4)) 669 fig, ax1 = plt.subplots(figsize=(7.2, 3.4))
663 ax1.bar(yrs, [int(r["filings"]) for r in iy], color=BLUE, alpha=.85, label="Filings (10-K, 10-Q, 8-K)") 670 ax1.bar(yrs, [int(r["filings"]) for r in iy], color=BLUE, alpha=.85, label="Filings (10-K, 10-Q, 8-K)")
@@ -667,14 +674,14 @@ ax2 = ax1.twinx(); ax2.plot(yrs, [int(r["issuers"]) for r in iy], color=GOLD, ma
667 ax2.set_ylabel("Issuers"); ax2.set_ylim(0, U["n"] * 1.05) 674 ax2.set_ylabel("Issuers"); ax2.set_ylim(0, U["n"] * 1.05)
668 h1, l1 = ax1.get_legend_handles_labels(); h2, l2 = ax2.get_legend_handles_labels(); ax1.legend(h1 + h2, l1 + l2, loc="upper left", frameon=False, fontsize=8) 675 h1, l1 = ax1.get_legend_handles_labels(); h2, l2 = ax2.get_legend_handles_labels(); ax1.legend(h1 + h2, l1 + l2, loc="upper left", frameon=False, fontsize=8)
669 for a in (ax1, ax2): a.spines[["top"]].set_visible(False) 676 for a in (ax1, ax2): a.spines[["top"]].set_visible(False)
670−fig.tight_layout(); fig.savefig(F / "fig_coverage.pdf", metadata={"CreationDate": None}); plt.close(fig) 677+fig.tight_layout(); save(fig, "fig_coverage")
671 678
672 fig, ax = plt.subplots(figsize=(7.2, 5.2)) 679 fig, ax = plt.subplots(figsize=(7.2, 5.2))
673 labs = [LAB[r["project_type"]].replace("\\&", "&") for r in pt][::-1]; vals = [int(r["n"]) for r in pt][::-1] 680 labs = [LAB[r["project_type"]].replace("\\&", "&") for r in pt][::-1]; vals = [int(r["n"]) for r in pt][::-1]
674 ax.barh(labs, vals, color=BLUE); ax.set_xlabel("Resolved projects"); ax.spines[["top", "right"]].set_visible(False) 681 ax.barh(labs, vals, color=BLUE); ax.set_xlabel("Resolved projects"); ax.spines[["top", "right"]].set_visible(False)
675 for i, v in enumerate(vals): ax.text(v + max(vals) * 0.007, i, f"{v:,}", va="center", fontsize=7) 682 for i, v in enumerate(vals): ax.text(v + max(vals) * 0.007, i, f"{v:,}", va="center", fontsize=7)
676 ax.xaxis.set_major_locator(MaxNLocator(integer=True)) 683 ax.xaxis.set_major_locator(MaxNLocator(integer=True))
677−fig.tight_layout(); fig.savefig(F / "fig_types.pdf", metadata={"CreationDate": None}); plt.close(fig) 684+fig.tight_layout(); save(fig, "fig_types")
678 685
679 fig, (ax, axb) = plt.subplots(2, 1, figsize=(7.2, 5.6), sharex=True, gridspec_kw={"height_ratios": [3, 2]}) 686 fig, (ax, axb) = plt.subplots(2, 1, figsize=(7.2, 5.6), sharex=True, gridspec_kw={"height_ratios": [3, 2]})
680 ax.plot(yrs, [int(my[str(y)]["mentions"]) for y in yrs], color=BLUE, marker="o", lw=2, label="Project mentions") 687 ax.plot(yrs, [int(my[str(y)]["mentions"]) for y in yrs], color=BLUE, marker="o", lw=2, label="Project mentions")
@@ -687,14 +694,14 @@ axb.plot(yrs, [int(my[str(y)]["mentions"]) / int(my[str(y)]["issuers"]) for y in
687 axb.plot(yrs, [int(py[str(y)]["n"]) / int(my[str(y)]["issuers"]) for y in yrs], color=GOLD, marker="s", lw=2, label="Projects first observed per issuer with $\\geq$1 mention") 694 axb.plot(yrs, [int(py[str(y)]["n"]) / int(my[str(y)]["issuers"]) for y in yrs], color=GOLD, marker="s", lw=2, label="Projects first observed per issuer with $\\geq$1 mention")
688 axb.set_xlabel("Filing year"); axb.set_ylabel("Per issuer"); axb.set_ylim(0, None); axb.legend(frameon=False, fontsize=8); axb.spines[["top", "right"]].set_visible(False) 695 axb.set_xlabel("Filing year"); axb.set_ylabel("Per issuer"); axb.set_ylim(0, None); axb.legend(frameon=False, fontsize=8); axb.spines[["top", "right"]].set_visible(False)
689 axb.xaxis.set_major_locator(MaxNLocator(integer=True)) 696 axb.xaxis.set_major_locator(MaxNLocator(integer=True))
690−fig.tight_layout(); fig.savefig(F / "fig_mentions_year.pdf", metadata={"CreationDate": None}); plt.close(fig) 697+fig.tight_layout(); save(fig, "fig_mentions_year")
691 macro("newProjectsPerIssuerFirstYear", f"{int(py[str(y_first)]['n'])/int(my[str(y_first)]['issuers']):.1f}", "data/projects_by_first_seen_year.csv, mentions_by_year.csv", "first seen / issuers with mentions") 698 macro("newProjectsPerIssuerFirstYear", f"{int(py[str(y_first)]['n'])/int(my[str(y_first)]['issuers']):.1f}", "data/projects_by_first_seen_year.csv, mentions_by_year.csv", "first seen / issuers with mentions")
692 macro("newProjectsPerIssuerLastFullYear", f"{int(py[str(inner[-1])]['n'])/int(my[str(inner[-1])]['issuers']):.1f}", "data/projects_by_first_seen_year.csv, mentions_by_year.csv", "first seen / issuers with mentions") 699 macro("newProjectsPerIssuerLastFullYear", f"{int(py[str(inner[-1])]['n'])/int(my[str(inner[-1])]['issuers']):.1f}", "data/projects_by_first_seen_year.csv, mentions_by_year.csv", "first seen / issuers with mentions")
693 700
694 fig, ax = plt.subplots(figsize=(7.2, 3.0)) 701 fig, ax = plt.subplots(figsize=(7.2, 3.0))
695 ax.bar([float(r["conf"]) for r in cf], [int(r["n"]) for r in cf], width=0.08, color=BLUE) 702 ax.bar([float(r["conf"]) for r in cf], [int(r["n"]) for r in cf], width=0.08, color=BLUE)
696 ax.set_xlabel("Self-reported extraction confidence"); ax.set_ylabel("Mentions"); ax.spines[["top", "right"]].set_visible(False) 703 ax.set_xlabel("Self-reported extraction confidence"); ax.set_ylabel("Mentions"); ax.spines[["top", "right"]].set_visible(False)
697−fig.tight_layout(); fig.savefig(F / "fig_confidence.pdf", metadata={"CreationDate": None}); plt.close(fig) 704+fig.tight_layout(); save(fig, "fig_confidence")
698 print("figures ok") 705 print("figures ok")
699 706
700 # ---- inline-number macros --------------------------------------------------------------------------------- 707 # ---- inline-number macros ---------------------------------------------------------------------------------
modified data/documented_inputs.json +5 −0
@@ -19,5 +19,10 @@
19 "value": 170, 19 "value": 170,
20 "source": "presentation rule of Table 9 (first characters of the stored snippet shown)", 20 "source": "presentation rule of Table 9 (first characters of the stored snippet shown)",
21 "status": "convention" 21 "status": "convention"
22+ },
23+ "png_dpi": {
24+ "value": 200,
25+ "source": "raster resolution of the PNG copies used by code/tex2docx",
26+ "status": "convention"
22 } 27 }
23 } 28 }
\ No newline at end of file
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modified paper/figures/fig_coverage.png +0 −0

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modified paper/figures/fig_mentions_year.png +0 −0

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modified paper/figures/fig_types.png +0 −0

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modified results/tables_diff.txt +0 −318
@@ -1,318 +0,0 @@
1−diff --git a/paper/tables/prompt_verbatim.tex b/paper/tables/prompt_verbatim.tex
2−index 60359fa..78d298e 100644
3−--- a/paper/tables/prompt_verbatim.tex
4−+++ b/paper/tables/prompt_verbatim.tex
5−@@ -20,7 +20,27 @@ Return STRICT JSON: {"projects": [ ... ]}. Each project object has:
6− confidence : 0.0-1.0 (how clearly this is a real, concrete project)
7−
8− Allowed project_type values:
9−- - <code>: <label> (the 21 taxonomy entries of Table A1)
10−+ - manufacturing_expansion: Manufacturing / Capacity Expansion
11−+ - plant_construction: Plant / Site Construction
12−+ - data_center: Data Center
13−+ - cloud_migration: Cloud Migration
14−+ - ai_initiative: AI / ML Initiative
15−+ - digital_transformation: Digital Transformation
16−+ - erp_implementation: ERP / Systems Implementation
17−+ - rd_program: R&D Program
18−+ - product_launch: New Product / Launch
19−+ - drug_pipeline: Drug / Clinical Pipeline
20−+ - ma_integration: M&A / Integration
21−+ - geographic_expansion: Geographic Expansion
22−+ - capex_program: Capital Expenditure Program
23−+ - supply_chain: Supply Chain Initiative
24−+ - automation: Automation / Robotics
25−+ - sustainability: Sustainability / ESG
26−+ - energy_transition: Energy Transition / Renewables
27−+ - infrastructure: Infrastructure Investment
28−+ - cost_reduction: Cost Reduction / Restructuring
29−+ - partnership: Strategic Partnership
30−+ - technology_deployment: Technology Deployment
31−
32− Rules:
33− - Extract ONLY real initiatives, not generic risk-factor boilerplate or hypotheticals.
34−diff --git a/paper/tables/tab_amounts.tex b/paper/tables/tab_amounts.tex
35−index 0576150..0551234 100644
36−--- a/paper/tables/tab_amounts.tex
37−+++ b/paper/tables/tab_amounts.tex
38−@@ -5,4 +5,4 @@
39− Largest amount cited per project{,} M USD ($N$ = 56{{,}}500) & 3.2 & 23 & 128.5 & 500 & 1{,}503 & 12{,}501 \\
40− Projects per issuer ($N$ = 2{{,}}492) & 12 & 24 & 42 & 67 & 94 & 140 \\
41− \bottomrule
42−-\end{tabular}
43−\ No newline at end of file
44−+\end{tabular}
45−diff --git a/paper/tables/tab_confidence.tex b/paper/tables/tab_confidence.tex
46−index 7b5bc9c..808aff6 100644
47−--- a/paper/tables/tab_confidence.tex
48−+++ b/paper/tables/tab_confidence.tex
49−@@ -9,4 +9,4 @@ Self-reported confidence (rounded) & Mentions \\
50− 0.9 & 100{,}831 \\
51− 1.0 & 108{,}418 \\
52− \bottomrule
53−-\end{tabular}
54−\ No newline at end of file
55−+\end{tabular}
56−diff --git a/paper/tables/tab_coverage_year.tex b/paper/tables/tab_coverage_year.tex
57−index 04d5edd..093ed79 100644
58−--- a/paper/tables/tab_coverage_year.tex
59−+++ b/paper/tables/tab_coverage_year.tex
60−@@ -1,23 +1,23 @@
61−-\begin{tabular}{lrrrrrrr}
62−+\begin{tabular}{lrrrrrrrr}
63− \toprule
64−-Year & Issuers & 10-K & 10-Q & 8-K & Mentions & Issuers w/ mentions & Projects first seen \\
65−+Year & Issuers & 10-K & 10-Q & 8-K & Mentions & Issuers w/ mentions & Mentions per issuer & Projects first seen \\
66− \midrule
67−-2010 & 1{,}392 & 1{,}357 & 4{,}152 & 17{,}672 & 11{,}908 & 1{,}224 & 7{,}835 \\
68−-2011 & 1{,}424 & 1{,}409 & 4{,}260 & 18{,}533 & 13{,}551 & 1{,}287 & 6{,}679 \\
69−-2012 & 1{,}472 & 1{,}436 & 4{,}363 & 19{,}437 & 14{,}302 & 1{,}333 & 6{,}444 \\
70−-2013 & 1{,}539 & 1{,}483 & 4{,}530 & 19{,}773 & 14{,}611 & 1{,}408 & 6{,}286 \\
71−-2014 & 1{,}619 & 1{,}549 & 4{,}780 & 20{,}927 & 16{,}274 & 1{,}490 & 6{,}732 \\
72−-2015 & 1{,}689 & 1{,}635 & 4{,}983 & 22{,}077 & 17{,}073 & 1{,}535 & 6{,}675 \\
73−-2016 & 1{,}744 & 1{,}692 & 5{,}146 & 22{,}447 & 16{,}429 & 1{,}579 & 6{,}240 \\
74−-2017 & 1{,}810 & 1{,}745 & 5{,}359 & 22{,}897 & 17{,}350 & 1{,}636 & 6{,}490 \\
75−-2018 & 1{,}893 & 1{,}827 & 5{,}582 & 23{,}709 & 18{,}064 & 1{,}737 & 6{,}815 \\
76−-2019 & 1{,}973 & 1{,}903 & 5{,}829 & 24{,}256 & 18{,}737 & 1{,}806 & 6{,}837 \\
77−-2020 & 2{,}089 & 1{,}985 & 6{,}095 & 27{,}424 & 17{,}970 & 1{,}919 & 7{,}212 \\
78−-2021 & 2{,}247 & 2{,}116 & 6{,}606 & 27{,}944 & 21{,}312 & 2{,}077 & 8{,}216 \\
79−-2022 & 2{,}291 & 2{,}258 & 6{,}830 & 26{,}533 & 22{,}720 & 2{,}105 & 8{,}158 \\
80−-2023 & 2{,}329 & 2{,}295 & 6{,}938 & 26{,}851 & 22{,}955 & 2{,}129 & 7{,}977 \\
81−-2024 & 2{,}387 & 2{,}341 & 7{,}092 & 27{,}438 & 22{,}503 & 2{,}204 & 7{,}819 \\
82−-2025 & 2{,}453 & 2{,}406 & 7{,}300 & 28{,}716 & 23{,}220 & 2{,}280 & 7{,}990 \\
83−-2026 & 2{,}498 & 2{,}338 & 5{,}322 & 23{,}972 & 19{,}086 & 2{,}260 & 6{,}694 \\
84−+2010 & 1{,}392 & 1{,}357 & 4{,}152 & 17{,}672 & 11{,}908 & 1{,}224 & 9.7 & 7{,}835 \\
85−+2011 & 1{,}424 & 1{,}409 & 4{,}260 & 18{,}533 & 13{,}551 & 1{,}287 & 10.5 & 6{,}679 \\
86−+2012 & 1{,}472 & 1{,}436 & 4{,}363 & 19{,}437 & 14{,}302 & 1{,}333 & 10.7 & 6{,}444 \\
87−+2013 & 1{,}539 & 1{,}483 & 4{,}530 & 19{,}773 & 14{,}611 & 1{,}408 & 10.4 & 6{,}286 \\
88−+2014 & 1{,}619 & 1{,}549 & 4{,}780 & 20{,}927 & 16{,}274 & 1{,}490 & 10.9 & 6{,}732 \\
89−+2015 & 1{,}689 & 1{,}635 & 4{,}983 & 22{,}077 & 17{,}073 & 1{,}535 & 11.1 & 6{,}675 \\
90−+2016 & 1{,}744 & 1{,}692 & 5{,}146 & 22{,}447 & 16{,}429 & 1{,}579 & 10.4 & 6{,}240 \\
91−+2017 & 1{,}810 & 1{,}745 & 5{,}359 & 22{,}897 & 17{,}350 & 1{,}636 & 10.6 & 6{,}490 \\
92−+2018 & 1{,}893 & 1{,}827 & 5{,}582 & 23{,}709 & 18{,}064 & 1{,}737 & 10.4 & 6{,}815 \\
93−+2019 & 1{,}973 & 1{,}903 & 5{,}829 & 24{,}256 & 18{,}737 & 1{,}806 & 10.4 & 6{,}837 \\
94−+2020 & 2{,}089 & 1{,}985 & 6{,}095 & 27{,}424 & 17{,}970 & 1{,}919 & 9.4 & 7{,}212 \\
95−+2021 & 2{,}247 & 2{,}116 & 6{,}606 & 27{,}944 & 21{,}312 & 2{,}077 & 10.3 & 8{,}216 \\
96−+2022 & 2{,}291 & 2{,}258 & 6{,}830 & 26{,}533 & 22{,}720 & 2{,}105 & 10.8 & 8{,}158 \\
97−+2023 & 2{,}329 & 2{,}295 & 6{,}938 & 26{,}851 & 22{,}955 & 2{,}129 & 10.8 & 7{,}977 \\
98−+2024 & 2{,}387 & 2{,}341 & 7{,}092 & 27{,}438 & 22{,}503 & 2{,}204 & 10.2 & 7{,}819 \\
99−+2025 & 2{,}453 & 2{,}406 & 7{,}300 & 28{,}716 & 23{,}220 & 2{,}280 & 10.2 & 7{,}990 \\
100−+2026 & 2{,}498 & 2{,}338 & 5{,}322 & 23{,}972 & 19{,}086 & 2{,}260 & 8.4 & 6{,}694 \\
101− \bottomrule
102−-\end{tabular}
103−\ No newline at end of file
104−+\end{tabular}
105−diff --git a/paper/tables/tab_filings.tex b/paper/tables/tab_filings.tex
106−index 625a1f0..0e3f777 100644
107−--- a/paper/tables/tab_filings.tex
108−+++ b/paper/tables/tab_filings.tex
109−@@ -8,4 +8,4 @@ Form & Filings & First filing & Last filing & Raw HTML (GB) & Not parsed \\
110− \midrule
111− Total & 527{,}548 & 2010-01-04 & 2026-10-27 & 254.5 & 16 \\
112− \bottomrule
113−-\end{tabular}
114−\ No newline at end of file
115−+\end{tabular}
116−diff --git a/paper/tables/tab_graph.tex b/paper/tables/tab_graph.tex
117−index 7dd3c7e..4444a61 100644
118−--- a/paper/tables/tab_graph.tex
119−+++ b/paper/tables/tab_graph.tex
120−@@ -11,4 +11,4 @@ Nodes & \texttt{Location} & 14{,}508 \\
121− Nodes & \texttt{Technology} & 8{,}551 \\
122− Nodes & \texttt{Company} & 2{,}492 \\
123− \bottomrule
124−-\end{tabular}
125−\ No newline at end of file
126−+\end{tabular}
127−diff --git a/paper/tables/tab_items.tex b/paper/tables/tab_items.tex
128−index 8b4f50f..6411493 100644
129−--- a/paper/tables/tab_items.tex
130−+++ b/paper/tables/tab_items.tex
131−@@ -1,21 +1,21 @@
132−-\begin{tabular}{llrr}
133−+\begin{tabular}{llrrr}
134− \toprule
135−-Form & Section (item) & Sections extracted & Mentions \\
136−+Form & Section (item) & Ledgered sections & Mentions & Gate passed (calls) \\
137− \midrule
138−-10-K & \texttt{business} & 29{,}285 & 30{,}492 \\
139−-10-K & \texttt{risk\_factors} & 29{,}158 & 2{,}797 \\
140−-10-K & \texttt{md\_and\_a} & 28{,}919 & 39{,}099 \\
141−-10-K & \texttt{properties} & 28{,}236 & 7{,}879 \\
142−-10-K & \texttt{quantitative\_disclosures} & 26{,}876 & 531 \\
143−-10-K & \texttt{full\_body} & 1{,}230 & 824 \\
144−+10-K & \texttt{business} & 29{,}285 & 30{,}492 & 29{,}118 \\
145−+10-K & \texttt{risk\_factors} & 29{,}158 & 2{,}797 & 28{,}941 \\
146−+10-K & \texttt{md\_and\_a} & 28{,}919 & 39{,}099 & 28{,}050 \\
147−+10-K & \texttt{properties} & 28{,}236 & 7{,}879 & 25{,}940 \\
148−+10-K & \texttt{quantitative\_disclosures} & 26{,}876 & 531 & 22{,}032 \\
149−+10-K & \texttt{full\_body} & 1{,}230 & 824 & 1{,}229 \\
150− \midrule
151−-10-Q & \texttt{controls\_and\_procedures} & 92{,}393 & 7{,}082 \\
152−-10-Q & \texttt{financial\_statements} & 91{,}882 & 30{,}159 \\
153−-10-Q & \texttt{md\_and\_a} & 91{,}371 & 99{,}305 \\
154−-10-Q & \texttt{quantitative\_disclosures} & 83{,}138 & 808 \\
155−-10-Q & \texttt{unregistered\_sales} & 80{,}210 & 9{,}535 \\
156−-10-Q & \texttt{risk\_factors} & 72{,}560 & 4{,}420 \\
157−-10-Q & \texttt{legal\_proceedings} & 66{,}998 & 845 \\
158−-10-Q & \texttt{full\_document} & 241 & 107 \\
159−+10-Q & \texttt{controls\_and\_procedures} & 92{,}393 & 7{,}082 & 20{,}913 \\
160−+10-Q & \texttt{financial\_statements} & 91{,}882 & 30{,}159 & 90{,}106 \\
161−+10-Q & \texttt{md\_and\_a} & 91{,}371 & 99{,}305 & 90{,}269 \\
162−+10-Q & \texttt{quantitative\_disclosures} & 83{,}138 & 808 & 46{,}720 \\
163−+10-Q & \texttt{unregistered\_sales} & 80{,}210 & 9{,}535 & 61{,}867 \\
164−+10-Q & \texttt{risk\_factors} & 72{,}560 & 4{,}420 & 33{,}826 \\
165−+10-Q & \texttt{legal\_proceedings} & 66{,}998 & 845 & 20{,}031 \\
166−+10-Q & \texttt{full\_document} & 241 & 107 & 241 \\
167− \bottomrule
168−-\end{tabular}
169−\ No newline at end of file
170−+\end{tabular}
171−diff --git a/paper/tables/tab_provenance.tex b/paper/tables/tab_provenance.tex
172−index 153ace1..65c772a 100644
173−--- a/paper/tables/tab_provenance.tex
174−+++ b/paper/tables/tab_provenance.tex
175−@@ -11,4 +11,4 @@ Accession & Filed & Form & Status / amount & Evidence snippet (model-generated d
176− \texttt{0001193125-15-186045} & 2015-05-13 & 8-K & in\_progress / 11.5 B USD & The project involves the development, construction, operation, and maintenance of a natural gas liquefaction and export facility and related infrastructure in San Patrici \\
177− \texttt{0000003570-22-000029} & 2022-03-07 & 8-K & in\_progress / 5.5 B USD & The project involves the engineering, procurement, construction, pre-commissioning, commissioning, start-up, and testing of a mid-scale natural gas liquefaction facility \\
178− \bottomrule
179−-\end{tabular}
180−\ No newline at end of file
181−+\end{tabular}
182−diff --git a/paper/tables/tab_reconciliation.tex b/paper/tables/tab_reconciliation.tex
183−index a1f0a84..aa41007 100644
184−--- a/paper/tables/tab_reconciliation.tex
185−+++ b/paper/tables/tab_reconciliation.tex
186−@@ -2,7 +2,7 @@
187− \toprule
188− Step & Count \\
189− \midrule
190−-iShares IWV holdings file, equity lines with a ticker (as of Oct 23, 2026) & 2{,}587 \\
191−+iShares IWV holdings file, equity lines with a ticker (as of Oct 23, 2026); count reported by the build log, source file not archived & 2{,}587 \\
192− \quad of which mapped to an SEC CIK (CVRs, escrow lines and FDIC-only banks excluded) & 2{,}573 \\
193− \quad distinct CIKs (share classes collapsed) & 2{,}555 \\
194− S\&P~500 constituents, cached snapshot of 2026-05-25 (500 CIKs) & 503 \\
195−@@ -16,4 +16,4 @@ Issuers with at least one 10-K, 10-Q or 8-K since 2010 & 2{,}499 \\
196− Issuers without any such filing (foreign private issuers filing 20-F/40-F, FDIC-only banks) & 65 \\
197− Issuers with at least one resolved project & 2{,}492 \\
198− \bottomrule
199−-\end{tabular}
200−\ No newline at end of file
201−+\end{tabular}
202−diff --git a/paper/tables/tab_sections.tex b/paper/tables/tab_sections.tex
203−index 57983ae..1c741a2 100644
204−--- a/paper/tables/tab_sections.tex
205−+++ b/paper/tables/tab_sections.tex
206−@@ -1,11 +1,11 @@
207−-\begin{tabular}{lrrrrrr}
208−+\begin{tabular}{lrrrrrrrr}
209− \toprule
210−-Form & Parsed sections & Median words & Sections sent to the extractor & Sections with $\geq 1$ mention & Mentions & Issuers \\
211−+Form & Parsed sections & Median words & Ledgered sections ($\geq$ 30 words) & Gate-passing calls & Sections with $\geq 1$ mention & Mentions returned by the model (ledger) & Mentions stored & Issuers \\
212− \midrule
213−-10-K & 341{,}207 & 875 & 143{,}704 & 30{,}877 & 81{,}622 & 2{,}464 \\
214−-10-Q & 600{,}471 & 500 & 578{,}793 & 75{,}705 & 152{,}261 & 2{,}494 \\
215−-8-K & 400{,}605 & 575 & 400{,}601 & 61{,}648 & 74{,}594 & 2{,}499 \\
216−+10-K & 341{,}207 & 875 & 143{,}704 & 135{,}310 & 30{,}877 & 81{,}622 & 81{,}495 & 2{,}464 \\
217−+10-Q & 600{,}471 & 500 & 578{,}793 & 363{,}973 & 75{,}705 & 152{,}261 & 152{,}004 & 2{,}494 \\
218−+8-K & 400{,}605 & 575 & 400{,}601 & 204{,}442 & 61{,}648 & 74{,}594 & 74{,}566 & 2{,}499 \\
219− \midrule
220−-Total & 1{,}342{,}283 & & 1{,}123{,}098 & 168{,}230 & 308{,}477 & 2{,}499 \\
221−+Total & 1{,}342{,}283 & & 1{,}123{,}098 & 703{,}725 & 168{,}230 & 308{,}477 & 308{,}065 & 2{,}499$^{\dagger}$ \\
222− \bottomrule
223−-\end{tabular}
224−\ No newline at end of file
225−+\end{tabular}
226−diff --git a/paper/tables/tab_sectors.tex b/paper/tables/tab_sectors.tex
227−index 34a1b08..a35431e 100644
228−--- a/paper/tables/tab_sectors.tex
229−+++ b/paper/tables/tab_sectors.tex
230−@@ -14,4 +14,4 @@ Consumer Staples & 103 & 36 & 103 & 5{,}921 & 57.5 \\
231− Utilities & 68 & 31 & 66 & 4{,}920 & 74.5 \\
232− Communication Services & 105 & 20 & 101 & 4{,}520 & 44.8 \\
233− \bottomrule
234−-\end{tabular}
235−\ No newline at end of file
236−+\end{tabular}
237−diff --git a/paper/tables/tab_status.tex b/paper/tables/tab_status.tex
238−index 2b94374..dc3cc93 100644
239−--- a/paper/tables/tab_status.tex
240−+++ b/paper/tables/tab_status.tex
241−@@ -8,4 +8,4 @@ Latest status & Projects & Mentions per project & Projects & Span of cited years
242− \texttt{mentioned} & 2{,}745 & 6-10 & 6{,}173 & $>$5 years & 10{,}326 \\
243− & & >10 & 3{,}769 & unknown years & 17{,}599 \\
244− \bottomrule
245−-\end{tabular}
246−\ No newline at end of file
247−+\end{tabular}
248−diff --git a/paper/tables/tab_top_issuers.tex b/paper/tables/tab_top_issuers.tex
249−index 03aae51..918e7b9 100644
250−--- a/paper/tables/tab_top_issuers.tex
251−+++ b/paper/tables/tab_top_issuers.tex
252−@@ -15,4 +15,4 @@ CLSK & Cleanspark & 170 \\
253− CWEN & Clearway Energy Inc Class C & 168 \\
254− ALK & Alaska Air Group Inc & 168 \\
255− \bottomrule
256−-\end{tabular}
257−\ No newline at end of file
258−+\end{tabular}
259−diff --git a/paper/tables/tab_types.tex b/paper/tables/tab_types.tex
260−index 78f685e..e2c2ff8 100644
261−--- a/paper/tables/tab_types.tex
262−+++ b/paper/tables/tab_types.tex
263−@@ -1,29 +1,29 @@
264−-\begin{tabular}{llrrrrr}
265−+\begin{tabular}{llrrrrrrr}
266− \toprule
267−-Code & Category & Projects & Share (\%) & With amount & Median amount (M USD) & Mentions / project \\
268−+Code & Category & Projects & Share (\%) & With amount ($N$) & Median amount (M USD) & 95\% CI of the median & Mentions / project & $\geq 3$ distinct names (\%) \\
269− \midrule
270−-\texttt{ma\_integration} & M\&A / integration & 41{,}742 & 34.5 & 28{,}044 & 155.0 & 3.12 \\
271−-\texttt{capex\_program} & Capital expenditure program & 10{,}720 & 8.9 & 9{,}452 & 300.0 & 1.79 \\
272−-\texttt{partnership} & Strategic partnership & 9{,}909 & 8.2 & 2{,}943 & 75.0 & 1.77 \\
273−-\texttt{geographic\_expansion} & Geographic expansion & 7{,}868 & 6.5 & 1{,}431 & 36.7 & 2.25 \\
274−-\texttt{plant\_construction} & Plant / site construction & 7{,}590 & 6.3 & 2{,}511 & 56.0 & 2.42 \\
275−-\texttt{cost\_reduction} & Cost reduction / restructuring & 6{,}481 & 5.4 & 4{,}378 & 50.0 & 2.03 \\
276−-\texttt{drug\_pipeline} & Drug / clinical pipeline & 5{,}360 & 4.4 & 778 & 46.1 & 4.99 \\
277−-\texttt{product\_launch} & New product / launch & 5{,}356 & 4.4 & 447 & 26.7 & 2.33 \\
278−-\texttt{rd\_program} & R\&D program & 5{,}080 & 4.2 & 1{,}272 & 20.0 & 2.31 \\
279−-\texttt{infrastructure} & Infrastructure investment & 4{,}481 & 3.7 & 1{,}694 & 48.0 & 1.90 \\
280−-\texttt{manufacturing\_expansion} & Manufacturing / capacity expansion & 4{,}140 & 3.4 & 1{,}040 & 45.0 & 2.13 \\
281−-\texttt{technology\_deployment} & Technology deployment & 4{,}128 & 3.4 & 1{,}219 & 135.0 & 1.63 \\
282−-\texttt{digital\_transformation} & Digital transformation & 2{,}642 & 2.2 & 240 & 34.2 & 1.99 \\
283−-\texttt{erp\_implementation} & ERP / systems implementation & 1{,}735 & 1.4 & 184 & 15.0 & 2.44 \\
284−-\texttt{sustainability} & Sustainability / ESG & 1{,}305 & 1.1 & 410 & 34.4 & 2.00 \\
285−-\texttt{supply\_chain} & Supply-chain initiative & 684 & 0.6 & 139 & 38.0 & 1.71 \\
286−-\texttt{data\_center} & Data center & 449 & 0.4 & 129 & 166.0 & 1.98 \\
287−-\texttt{energy\_transition} & Energy transition / renewables & 415 & 0.3 & 109 & 109.0 & 2.09 \\
288−-\texttt{ai\_initiative} & AI / ML initiative & 376 & 0.3 & 20 & 127.5 & 1.68 \\
289−-\texttt{automation} & Automation / robotics & 374 & 0.3 & 25 & 13.7 & 1.68 \\
290−-\texttt{cloud\_migration} & Cloud migration & 264 & 0.2 & 35 & 50.0 & 1.97 \\
291−+\texttt{ma\_integration} & M\&A / integration & 41{,}742 & 34.5 & 28{,}044 & 155.0 & -- & 3.12 & 14.6 \\
292−+\texttt{capex\_program} & Capital expenditure program & 10{,}720 & 8.9 & 9{,}452 & 300.0 & -- & 1.79 & 6.4 \\
293−+\texttt{partnership} & Strategic partnership & 9{,}909 & 8.2 & 2{,}943 & 75.0 & -- & 1.77 & 6.7 \\
294−+\texttt{geographic\_expansion} & Geographic expansion & 7{,}868 & 6.5 & 1{,}431 & 36.7 & -- & 2.25 & 10.2 \\
295−+\texttt{plant\_construction} & Plant / site construction & 7{,}590 & 6.3 & 2{,}511 & 56.0 & -- & 2.42 & 13.5 \\
296−+\texttt{cost\_reduction} & Cost reduction / restructuring & 6{,}481 & 5.4 & 4{,}378 & 50.0 & -- & 2.03 & 5.7 \\
297−+\texttt{drug\_pipeline} & Drug / clinical pipeline & 5{,}360 & 4.4 & 778 & 46.1 & -- & 4.99 & 27.9 \\
298−+\texttt{product\_launch} & New product / launch & 5{,}356 & 4.4 & 447 & 26.7 & -- & 2.33 & 12.2 \\
299−+\texttt{rd\_program} & R\&D program & 5{,}080 & 4.2 & 1{,}272 & 20.0 & -- & 2.31 & 11.4 \\
300−+\texttt{infrastructure} & Infrastructure investment & 4{,}481 & 3.7 & 1{,}694 & 48.0 & -- & 1.90 & 7.5 \\
301−+\texttt{manufacturing\_expansion} & Manufacturing / capacity expansion & 4{,}140 & 3.4 & 1{,}040 & 45.0 & -- & 2.13 & 11.3 \\
302−+\texttt{technology\_deployment} & Technology deployment & 4{,}128 & 3.4 & 1{,}219 & 135.0 & -- & 1.63 & 4.8 \\
303−+\texttt{digital\_transformation} & Digital transformation & 2{,}642 & 2.2 & 240 & 34.2 & -- & 1.99 & 6.2 \\
304−+\texttt{erp\_implementation} & ERP / systems implementation & 1{,}735 & 1.4 & 184 & 15.0 & -- & 2.44 & 3.5 \\
305−+\texttt{sustainability} & Sustainability / ESG & 1{,}305 & 1.1 & 410 & 34.4 & -- & 2.00 & 6.1 \\
306−+\texttt{supply\_chain} & Supply-chain initiative & 684 & 0.6 & 139 & 38.0 & -- & 1.71 & 3.5 \\
307−+\texttt{data\_center} & Data center & 449 & 0.4 & 129 & 166.0 & -- & 1.98 & 9.3 \\
308−+\texttt{energy\_transition} & Energy transition / renewables & 415 & 0.3 & 109 & 109.0 & -- & 2.09 & 10.1 \\
309−+\texttt{ai\_initiative} & AI / ML initiative & 376 & 0.3 & 20 & \textcolor{gray}{127.5} & -- & 1.68 & 4.8 \\
310−+\texttt{automation} & Automation / robotics & 374 & 0.3 & 25 & \textcolor{gray}{13.7} & -- & 1.68 & 2.7 \\
311−+\texttt{cloud\_migration} & Cloud migration & 264 & 0.2 & 35 & \textcolor{gray}{50.0} & -- & 1.97 & 5.7 \\
312− \midrule
313−- & Total & 121{,}099 & 100.0 & 56{,}500 & 128.5 & 2.54 \\
314−+ & Total & 121{,}099 & 100.1 & 56{,}500 & 128.5 & -- & 2.54 & \\
315− \bottomrule
316−-\end{tabular}
317−\ No newline at end of file
318−+\end{tabular}
319
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