spb/firc0001_uqo

Thu, Nov 5, 2026 1

1. N4: two runs, two 10-K segmenters, cohort regression, fiscal_year audit, 10-K funnel, git/mtime evidence

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   Items: FIRC0001-AI_C-07 EDIT-04 EDIT-19 EDIT-20 ADVE-02 ADVE-11 AI_C-03 THEO-06 DATA-13 ECON-03 ECON-08.
   No June git revision exists (first commit 0304133 on 2026-10-27); extractor files mtime 2026-06-17; df7905d..2324b58 = store.py +3/-1.
   Legacy MD&A carries 141 vs 272 '$' tokens (92% of pairs fewer); 86 full_document 10-Ks (35 invisible, 51 via legacy);
   10-K funnel 341,207 -> 116,540 + 27,164 = 143,704 exact; cohort dummy +8.8 (all runs) vs -23.0 (October only).
   
   Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

   Simon-Pierre Boucher yesterday · 1 file +395
   7fde8a2