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Where can I find a company’s date of incorporation or year founded?

For UK companies

In Fame, the date of incorporation in the Company report, under the Legal & accounts information section.

For US companies

Use Field-Ritter Dataset of Company Founding Dates (Firms going public in the US 1975-2014, last updated 14 April 2014)

For companies in any country

In Datastream, Use a Static Request and the Worldscope datatypes:

  • WC18272 – Date Company Founded
  • WC18273 – Date of Incorporation
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Finding working papers

There are many relevant sources for working papers, including:

Insider trading

16 July 2015 Leave a comment

Definition of Insider Trading (from Investopedia):

The buying or selling of a security by someone who has access to material, nonpublic information about the security.

Companies in any country

Use ThomsonONE.com

  • Search for the company you want.
  • Click on the Company Analysis > Ownership folder, and select Insider Holdings or Insider Transactions report.
  • Click “Click here for full history” for historic holdings (older than 24 months).

Use Capital IQ

  • Search for the company you want.
  • On the long menu down the left, choose Investors > Public Ownership, then the Insider Trading tab.
  • Only the last 12 months are available.

Use Bloomberg (available in the Finance Zone and Precinct Library)

  • Try Bloomberg function PHDC for a specific company (e.g. VOD LN <F8> PHDC <GO>) and select Insiders, sorted by size.
  • You can also look up the biographies of executies/directors (BIO) and then choose Reported Holdings.
  • For stocks that have experienced the most purchases and sales by insiders, type: INSD and hit Go. Use the fields at the top of the screen to select country, time period, type of transaction. Click on a stock to display a graph of its historical prices with date of insider transactions.
  • For more info, type: insider and hit the green Help key <F1>.

Companies in the U.S. only

Use WRDS

  • Choose Thomson Reuters database, and then Insiders Data. Search by company ticker. Check the variables you want in your report.

Others

  • Insider filings with the U.S. SEC are available through Edgar. Enter your company name or ticker symbol or CIK and Include Ownership forms.
  • Insider transactions are available by issuer and reporting owner. Take a look at the website SecForm4.Com

Current and historical company annual reports

Company websites

For current annual reports, a company’s website is often the quickest and easiest option.

Databases that The University of Manchester subscribes to:

  • PI Navigator: Include Annuals / 10K / 20-F (Company Reports and Accounts) in search criteria or select Perfect Filings tab and include Document Type UK Annual Reports or similar depending on your search.
  • Mergent Archives: Select Search Mergent Achives for annual report search
  • Thomson Research: Quick Company Search: and Content Profile, Filings
  • Thomson ONE.com: Annual reports are under Filings tab

Annual reports websites

Try EDGAR for reports filed with US SEC.

Intraday quotes for equities and indices

Global source

Use Bloomberg.

For Equities and Indices:

Type the stock’s ticker symbol then hit [EQUITY] and hit <GO>

Choose: GIP – Intraday Price Graph

You can change the date and the time interval.

or

Type the index symbol then hit [INDEX], and then type GIP or GIT and hit <GO>

For example, to get intraday price intervals for the S&P 500:

SPX [INDEX] GIT and hit <GO>

Note: limited historical intraday data is available approx 900 trading days for GIP and 50 trading days for GIT.

Other sources

For US stocks, go to Wharton Research Data Services (WRDS) TAQ (New York Stock Exchange Trade and Quote, or NYSE TAQ.

For historical (1983-1992) NYSE and AMEX tick-by-tick data and for historical NASDAQ (1987-1992) tick-by-tick data, click on ISSM – Institute for the Study of Security Markets

TICKDATA provides a commercial service offering intraday data from the UK and other exchanges.

Finally, Thomson Reuters Tick History database offers global intra-day Time and Sales, Time and Quotes and Market Depth content from the 1st January 1996 for an extensive range of Equities, including their derivatives. Access to this resource is limited; please contact us.

Business Ratios

In seeking out ratios for companies I would be reluctant to use free web-based services. The University of Manchester Library pays subscriptions to allow current students and staff to use numerous specialised financial databases. These are trusted sources, used for academic research and by commercial businesses.

The following databases are easy to use for obtaining ratio data.

 

Thomson ONE

 

Once a company has been searched for (see search box highlighted) and overview screen displayed, Key Ratios are shown. There is also a link for ‘All Ratios’.

T1cor

All Ratios.

It is preferable to select ‘Annual’ as Report Type – this selection option is revealed from the icon on the right of the screen. Ratios are grouped into a number of categories: Valuation Measures, Valuation, Enterprise Value, Credit Statistics, Liquidity Leverage, Profitability, Efficiency, Management Effectiveness, Dividend, Growth Rates and Stock Performance.

T1allr

 

Fame

 

Search for a company and display the Report.

FameRep

It is then a simple matter of scrolling down to the section on Ratios. These are grouped into a number of categories: Profitability, Operational, Structure and Per Employee.

FameSra

 

Bloomberg Professional

 

On the command line (top left of the screen) type the company identifier (quote/ticker symbol: TSCO LN = Tesco PLC on the London stock exchange), category of information via yellow market sector key (F8/Equity – company related) and function code (FA for Financial Analysis), followed by the green Enter/GO key. Click on the ‘ratios’ tab.

TSCO LN F8/Equity FA               ‘Ratios’ is further divided (e.g. Profitability displayed).

BbFAr

Hover over a ratio and right click, select ‘Definition’ for further detail (e.g. ‘Return on Common Equity’).

BbFArDef

A different grouping of Ratios can be obtained from the Security Description [DES] function and the ‘Ratios’ tab.

BbDESr

 

Datastream

 

It is also possible to obtain ratio details from Datastream, but is a little more involved than the databases noted above.

A basic breakdown of a few ratios are displayed from the ‘Overview of Company Performance’ analysis option for the Equities (Company) Data Category.

More specific searches are possible for multiple Series (companies) and Datatypes (various ratios, for example) from the Excel Add-In version of Datastream.

For students at the University of Manchester we run regular Datastream training courses and other support material is available in the Database Suite.

Total returns

For Global data, try Datastream.

Use datatype RI total return index, and calculate total returns from the change in this index. (see post on Total shareholder return (share price return) for details)

For active companies, the total return index datatype (DS.ReturnIndex) is also available through Thomson ONE.com.

For US data, try WRDS, and choose CRSP.

Daily and monthly stock files and indices from December 1925 —

The files are updated annually.

Bloomberg can perform a Total Return Analysis for a security.

Type the company’s Bloomberg ticker symbol, hit the yellow EQUITY key, type TRA then hit GO.

To compare an equity’s total return against an index,

type the company’s Bloomberg ticker symbol, hit EQUITY, type COMP, then hit GO.