Podcast
Questions and Answers
What does the field 'MarketCap' represent?
What does the field 'MarketCap' represent?
- The overall market value of the company's shares. (correct)
- The address of the company's headquarters.
- The number of employees in the company.
- The total revenue generated by the company.
Which field would you refer to in order to find the postal information for a company's headquarters?
Which field would you refer to in order to find the postal information for a company's headquarters?
- CompanyId
- TotalEmployeeNumber
- HeadquarterPhone
- HeadquarterPostalCode (correct)
What information does the 'TotalEmployeeNumber' field convey?
What information does the 'TotalEmployeeNumber' field convey?
- The website address of the company.
- The headquarters city.
- The employee count at the end of the fiscal year. (correct)
- The company's contact information.
What kind of information is included in the 'LongDescription' field?
What kind of information is included in the 'LongDescription' field?
Which field contains the primary trading symbol of a company?
Which field contains the primary trading symbol of a company?
Which field would not provide address-related information for a company's headquarters?
Which field would not provide address-related information for a company's headquarters?
What does the 'HeadquarterFax' field indicate?
What does the 'HeadquarterFax' field indicate?
Which field would provide a direct email address to contact the company?
Which field would provide a direct email address to contact the company?
What is the primary purpose of the APIs described?
What is the primary purpose of the APIs described?
Which field captures the date an option or stock was granted?
Which field captures the date an option or stock was granted?
Which of the following represents the type of filing processed?
Which of the following represents the type of filing processed?
What data type is associated with 'ExercisePrice' in the fields to be captured?
What data type is associated with 'ExercisePrice' in the fields to be captured?
Which of the following is NOT a field to be captured in the excel template?
Which of the following is NOT a field to be captured in the excel template?
Which URL format is used to access the executive officer compensation API?
Which URL format is used to access the executive officer compensation API?
Which value would you expect to be in the 'GrantDateFairValueStock' field?
Which value would you expect to be in the 'GrantDateFairValueStock' field?
Which of the following best defines the 'CompanyId' field?
Which of the following best defines the 'CompanyId' field?
What does the term 'NumberOfUnvestedShares' refer to?
What does the term 'NumberOfUnvestedShares' refer to?
Which value is associated with 'ValueOfUnexercisedOptionsSARsCurrently Exercisable'?
Which value is associated with 'ValueOfUnexercisedOptionsSARsCurrently Exercisable'?
What information does the 'MarketValueOfUnvestedStock' provide?
What information does the 'MarketValueOfUnvestedStock' provide?
What does 'NumberOfSecuritiesUnderlyingUnexercisedOptionsExercisable' quantify?
What does 'NumberOfSecuritiesUnderlyingUnexercisedOptionsExercisable' quantify?
What does 'ValueOfUnexercisedOptionsSARsCurrentlyUnexercisable' represent?
What does 'ValueOfUnexercisedOptionsSARsCurrentlyUnexercisable' represent?
Which of the following describes 'MarketValueOfUnvestedUnearnedShares'?
Which of the following describes 'MarketValueOfUnvestedUnearnedShares'?
How is 'NumberOfSecuritiesUnderlyingUnexercisedOptionsUnexercisable' defined?
How is 'NumberOfSecuritiesUnderlyingUnexercisedOptionsUnexercisable' defined?
What does 'NumberOfSecuritiesUnderlyingUnexercisedUnearnedOptions' indicate?
What does 'NumberOfSecuritiesUnderlyingUnexercisedUnearnedOptions' indicate?
What does the ReportSource field indicate?
What does the ReportSource field indicate?
What is captured in the Salary field?
What is captured in the Salary field?
Which software is used to update data in RDS?
Which software is used to update data in RDS?
Where is the data stored after being uploaded in RDS?
Where is the data stored after being uploaded in RDS?
What happens to the data after it is dumped in Mongo DB?
What happens to the data after it is dumped in Mongo DB?
What does the LTIPPayouts field refer to?
What does the LTIPPayouts field refer to?
Which of the following is NOT included in total compensation?
Which of the following is NOT included in total compensation?
What role does the API play in data visibility?
What role does the API play in data visibility?
What is the purpose of the DpaCompanyId?
What is the purpose of the DpaCompanyId?
Which of the following describes a SEDOL code?
Which of the following describes a SEDOL code?
What does the CurrencyId represent?
What does the CurrencyId represent?
What is indicated by the IsDepositaryReceipt field?
What is indicated by the IsDepositaryReceipt field?
What does the term 'Valoren' refer to?
What does the term 'Valoren' refer to?
What information is conveyed by the Cusip identifier?
What information is conveyed by the Cusip identifier?
Which of the following accurately represents the IPO date?
Which of the following accurately represents the IPO date?
Which field indicates the number of underlying common shares backing each American Depository Receipt?
Which field indicates the number of underlying common shares backing each American Depository Receipt?
Study Notes
Company Identification and Headquarters Information
- CompanyId: Unique identifier assigned to each company.
- HeadquarterAddressLines: Series of five lines providing the full address of the company's headquarters, as per the latest report.
- HeadquarterCity: The city where the company's headquarters is located.
- HeadquarterProvince: The state or province designation of the headquarters.
- HeadquarterCountry: The country of the company's headquarters.
- HeadquarterPostalCode: Postal code associated with the headquarters location.
- HeadquarterPhone: Contact telephone number for the headquarters.
- HeadquarterFax: Fax number for the headquarters.
- HeadquarterHomepage: Official website address of the headquarters.
Employee and Financial Data
- TotalEmployeeNumber: Total number of employees stated in the latest Annual Report or equivalent filings.
- MarketCap: Calculated as price multiplied by (ordinary shares outstanding divided by ADR ratio), representing the company's market capitalization.
Company Descriptions
- ShortDescription: A brief overview of the company's operations or market focus.
- LongDescription: A comprehensive description of the company, often extending to a paragraph or more, detailing its business activities.
Stock Information
- PrimarySymbol: Symbol representing the company's primary share, typically composed of letters, listed on an exchange.
Data Management Procedures
- Data captured by analysts undergoes quality control before being updated in the RDS through ETL using Spoon software.
- Information in DBS is stored under specific organizational paths and categorized for easy access.
- Once updated, data is dumped into MongoDB for client visibility and further usage.
Data Access and APIs
- MongoDB data is accessible via APIs with parameters such as Company Symbol, Country, and Exchange Symbol, facilitating client access.
- Example API URL provided for data retrieval of executive officer compensation, showcasing parameters to filter results.
Executive Officer Compensation Data
- Fields required for capturing executive officer details in a structured format, including:
- FullName: Name of the director or officer.
- ReportSource: Type of filing reviewed (like DEF 14A, 10-K).
- GrantDate: Date stock or options were granted to the executive.
- ExercisePrice: Price at which options can be exercised.
- TotalCompensation: Overall payment package for executive officers, encompassing salary, bonuses, and additional compensation types.
Security Identification Codes
- DpaCompanyId: 10-digit unique identifier assigned to every company.
- Symbol: Security designation on public exchanges.
- ExchangeId: Identifier for the stock exchange on which the security trades.
- CurrencyId: ISO code for the currency in which the stock's trading price is denominated.
- Valoren: Identification number for financial instruments in Switzerland, typically 6-9 digits.
- Cusip, Isin, Sedol: Various security identification codes used globally for tracking traded securities.
Initial Public Offering (IPO) Details
- IpoDate: Indicates the date shares start trading publicly.
- IsDepositaryReceipt: Flags if the share class is a depository receipt, with codes indicating ADR or GDR status.
- DepositaryReceiptRatio: Ratio of underlying common shares for each American Depository Receipt.
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Description
Test your knowledge about company headquarters data and the required fields for reporting. This quiz covers the specific elements related to headquarter addresses as defined in latest reports. Perfect for students studying business data management.
