Economy dataset

Health-company offering summaries

Corporate issuer summaries from SEC Form D filings: reported amounts sold, retained offering records, industry and as-filed geography.

2012 Q1 + 2014–2024 filingsSEC health-sector corporate issuers1 CSV file

Files & columns

health_company_offering_summaries.csv

7,324 rows · 7 columns · CSV · 466 KB

CSV

SEC public-filing reuse terms · Source: SEC EDGAR Form D. Compiled and transformed by Meplar.

View columns and checksum
  • issuer_name
  • reported_amount_sold_usd
  • retained_offering_records
  • first_initial_sale_year
  • last_initial_sale_year
  • reported_industry_group
  • reported_state_or_country_code
issuer_name
Corporate issuer name recorded in the retained Form D filings.
reported_amount_sold_usd
Sum of reported TOTALAMOUNTSOLD after deduplication and the documented cap; not verified lifetime funding.
retained_offering_records
Number of offering records retained after same-CIK/sale-date deduplication; not actual financing rounds.
first_initial_sale_year
Earliest recorded initial sale year in retained records; blank when unavailable.
last_initial_sale_year
Latest recorded initial sale year in retained records; blank when unavailable.
reported_industry_group
Issuer-reported Form D industry category.
reported_state_or_country_code
As-filed state or country code; not always a US state.

SHA-256 · e8c58aec1a348f023040cc42767338f770fe03e1b1c7e7eba7f9181b206bb84d

Original sources

How it was put together

  1. Use corporate issuers in Biotechnology, Pharmaceuticals, Other Health Care, and Hospitals and Physicians.
  2. Retain the largest reported TOTALAMOUNTSOLD for a given CIK and initial sale date, then aggregate by CIK. One offering amount was capped at $10 billion.
  3. Rename the original funding/round fields to describe reported amounts and retained records accurately. The public CSV omits contacts and addresses; no patent or fuzzy-match tables are included.

What to keep in mind

  • Quarterly source coverage is 2012 Q1 plus 2014 Q1–2024 Q4. It excludes the rest of 2012 and all 2013; it is not a complete lifetime funding history.
  • Amounts are issuer-reported and transformed as documented. Distinct offerings on the same sale date may be collapsed; amendments and blank dates can affect totals.
  • Recorded initial sale years range from 2000 to 2024. 18 summaries have no first/last sale year. Sale dates can predate filing dates.
  • retained_offering_records is not the number of actual rounds. reported_state_or_country_code may be a country code; a name is not a unique issuer identifier.
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