G&SQTM Data Set

  • Company

    Ticker Symbol

    Exchange

    GICS Sector

    GICS Industry Group

    Index Component - S&P [S&P 500/ S&P 400/ S&P 600]

    Index Component - Russell [Russell 1000/ Russell 2000]

    Country of Domicile

  • Auditor

    Auditor Name

    Date of Appointment

    Date of Departure Reporting

    Departure Reporting Excerpt

    Departure Reporting File Type

  • Auditor Opinion

    Auditor Opinion Reporting Date

    (Opining) Auditor Name

    Opinion Type

    Opinion Excerpt

    Reporting File Type

  • Audit Fees

    Applicable Fiscal Period Begin Date

    Applicable Fiscal Period End Date

    Applicable Annual Report Filing Date

    Audit Fees

    Audit-related Fees

    Non-Audit Fees Paid to Auditor

    Total Fees Paid to Auditor

  • Restatement

    Reporting Date

    Restatement Reason [Revenue Recognition Related/ Expense Recognition Related/ Related to Reserve including Release or Build-up/ Transaction with Related Parties/ Asset Impairment/ Carrying Value of Asset/ M&A Transaction Related Errors]

    Reporting Excerpt

    Reporting File Type

  • Non-Recurring Items

    Reporting Date

    Applicable Quarter End Date

    Total Non-Recurring Charges

    Total Non-Recurring Gains

    Net of Non-recurring Items

    Goodwill or Intangible Asset Impairment

    Goodwill or intangible Asset Write-up

    Tangible Asset Impairment

    Tangible Asset Write-up

    Amortization of Capitalized Cost

    Expense Write-back

    Loss on Disposal of Assets (including Investment Assets)

    Gain on Disposal of Assets (including Investment Assets)

    Loss on Settlements (including Regulator Investigations and Litigations)

    Gain on Settlements (including Regulator Investigations and Litigations)

    Restructuring Charges (including Severance and Discontinued Operations)

    Loss on Early Extinguishment of Debt

    Gain on Early Extinguishment of Debt

    Sales

    Net assets

  • Material Weakness in Internal Control

    Initial Reporting Date

    Initial Reporting Excerpts

    Initial Reporting File Type

    Remediation Reporting Date

    Remediation Reporting Excerpts

    Remediation Reporting File Type

  • Delayed Filing

    Reporting Date

    Reported Reason [Securities Regulator Investigation/ Audit Committee Investigation/ Other Regulator Investigation/ Restatement/ Internal Control Issues/ Auditor Adverse Opinion/ Qualification/ Auditor Change]

    Reporting Excerpt

    Reporting File Type

    Applicable Financial Period Ending

  • Earning Estimate Lowered

    Reporting Date

    Measure [Revenue & EPS Together/ Revenue Alone/ EPS alone/ Unit Sales/ Unit Production/ EBIT/ EBITDA]

    Reporting Excerpt

    Reporting File Type

  • Securities Regulator (SEC) Investigation

    Date of Initial Reporting

    Initial Reporting Excerpts

    Initial Reporting File Type

    Date of Closure Reporting

    Closure Reporting Excerpts

    Closure Reporting File Type

  • Securities Regulator Enforcement Action

    Reporting Date

    Reporting Excerpt

    Reporting File Type

  • Department of Justice (DoJ)/ State Attorneys General (AG) Investigations

    Date of Initial Reporting

    Initial Reporting Excerpts

    Initial Reporting File Type

    Date of Closure Reporting

    Closure Reporting Excerpts

    Closure Reporting File Type

  • Audit Committee Investigations

    Date of Initial Reporting

    Initial Reporting Excerpts

    Initial Reporting File Type

    Date of Closure Reporting

    Closure Reporting Excerpts

    Closure Reporting File Type

  • Securities Exchange Commission (SEC) Staff Review

    Review Start Date

    Review Subject Filing: Type [10K/20F/10Q/6K/8K/Tender Offer/ Proxy/ Registration etcetera]

    Review Subject Filing: Fiscal Period Ending or Filing Date

    Issues Raised [Revenue Recognition/ Expense Recognition/ Reserves Related/ Related Party Transactions/ Carrying Value of Assets, Asset Impairment/ Write-down/ Executive Compensation]

    Review Closure Date

  • Classes of Shares & Vote per Share

    Date of Change of Status

    Surviving Status: Class 1 – Designation [e.g. Class A]

    Surviving Status: Class 1 – No. of Votes per Share

    Surviving Status: Class 2 – Designation [e.g. Class B], if any

    Surviving Status: Class 2 - No. of Votes per Share, if any

    Classes of Shares and Votes per Share - Reporting Excerpts

    Classes of Shares and Votes per Share - Reporting File Type

  • Voting Encumbrance

    Date of Change of Status

    Change of Status Type [Introduction/ Removal]

    Encumbrance Type: Cap on Voting Rights Irrespective of Number of Shares Held [Yes/No]

    Encumbrance Type: Voting Rights Pegged to Duration of Ownership [Yes/No]

    Encumbrance Type: 'Other' i.e. any voting encumbrance other than the specified two [Yes/No]

    Reporting Excerpts

    Reporting File Type

  • Voting Policy in Uncontested Elections

    Date of Change of Status

    Surviving Voting Policy [Majority System/ Plurality System]

    Reporting Excerpts

    Reporting File Type

  • Director Resignation Policy

    Date of Change of Status

    Change of Status Type [Introduction/ Removal]

    Reporting Excerpts

    Reporting File Type

  • Controlled Company

    Date of Change of Status

    Change of Status Type [Conversion into/ Conversion out of]

    Reporting Excerpts

    Reporting File Type

  • Supermajority Requirement to Amend Charter & By-laws

    Date of Change of Status

    Change of Status Type [Introduction/ Removal]

    Reporting Excerpts

    Reporting File Type

  • Supermajority Requirement to Approve M&A Activities

    Date of Change of Status

    Change of Status Type [Introduction/ Removal]

    Reporting Excerpts

    Reporting File Type

  • Staggered Board

    Date of Change of Status

    Change of Status Type [Introduction of Staggered Structure/ Initiation of the Process of Converting into a Non-staggered Structure]

    Completion of Conversion (Staggered to Non-staggered) Date

    Reporting Excerpts

    Reporting File Type

  • Poison Pill (Shareholder Rights Plan): Introduction/ Removal/ Trigger Percentage Reset

    Date of Change of Status

    Change of Status Type [Introduction/ Removal/ Trigger Percentage Reset]

    Trigger Percentage: Surviving Status

    Reporting Excerpts

    Reporting File Type

  • Poison Pill (Shareholder Rights Plan): Sunset Clause

    Date of Change of Status

    Change of Status Type [Introduction / Removal/ Expiration Date Reset]

    Expiration Date: Surviving Status

    Reporting Excerpts

    Reporting File Type

  • Poison Pill (Shareholder Rights Plan): Approval by Shareholders

    Date of Disclosure

    Reporting Type [Approval by Shareholders]

    Reporting Excerpts

    Reporting File Type

  • Poison Pill (Shareholder Rights Plan): Qualified Offer Provision

    Date of Change of Status

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Board Authorized to Issue 'Blank Check' Preferred Stock Provision: Introduction/ Removal

    Date of Change of Status

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Board Authorized to Issue 'Blank Check' Preferred Stock: De-clawed Provision

    Date of Change of Status

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Shareholders Can Act Through Written Consent Provision

    Date of Change of Status

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Convening Special Meeting Rights

    Date of Change of Status

    Change of Status Type [Introduction / Removal/ Reset of Ownership Percentage Threshold]

    Ownership Percentage Threshold: Surviving Status

    Reporting Excerpts

    Reporting File Type

  • Violation of Listing Requirements / Notice of Delisting

    Reporting Date

    Violation Type [Delayed Filing/ Non-compliance with 30-day Closing Mrkt. Cap Requirement/ Non-compliance with 30-day Closing Price per Share <$1 Requirement/ Non-compliance with Majority Director Independence Requirement/ Non-Compliance with Board Committee Independence Requirement/ Non-compliance with Audit Committee size Requirement/ Bankruptcy/ Others

    Reporting Excerpt

    Reporting File Type

  • Suspension of Trading

    Date of Suspension

    Reporting Excerpt

    Reporting File Type

  • Disclosed Governance Guidelines

    Date of Disclosure

    Reporting Excerpt

    Reporting File Type [Incl. Company Website]

  • Directors Authorized to Appoint External Experts without Management Consent Provision

    Date of Status Change

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Related Party Transactions Involving Board Chair and/ or CEO

    Reporting Date

    Reporting Excerpt

    Reporting File Type

  • Say on Pay Provision: Introduction/ Removal

    Date of Status Change

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Say on Pay Provision: Binding Criterion

    Date of Status Change

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • Disclosed Compensation Claw-back Provision

    Date of Status Change

    Change of Status Type [Introduction / Removal]

    Reporting Excerpts

    Reporting File Type

  • CEO

    Name

    Date of Arrival

    Date of Departure

  • CFO

    Name

    Date of Arrival

    Date of Departure

  • Executive Suite & Compensation

    Proxy Statement (or 10K/A) Filing Date

    Applicable Fiscal Period End Date

    CEO: Continuing Promoted Insider [Yes/No] 1.

    CEO: Continuing Promoted Insider – Date of Arrival

    CEO: Continuing Executive Post Position 2.

    CEO: Continuing Executive Post Position - Date of Departure

    CEO: Salary

    CEO: Bonus

    CEO: Stock Awards (Grant Date Fair Value)

    CEO: Options Awards (Grant Date Fair Value)

    CEO: Non-equity Incentive Plan Awards

    CEO: All Other Compensation

    CEO: Total Compensation as Reported

    CEO: Gender

    CFO: Continuing Promoted Insider [Yes/No]

    CFO: Continuing Promoted Insider – Date of Arrival

    CFO: Continuing Executive Post Position

    CFO: Continuing Executive Post Position - Date of Departure

    CFO: Salary

    CFO: Bonus

    CFO: Stock Awards (Grant Date Fair Value)

    CFO: Options Awards (Grant Date Fair Value)

    CFO: Non-equity Incentive Plan Awards

    CFO: All Other Compensation

    CFO: Total Compensation as Reported

    CFO: Gender

    NEO1: Name

    NEO1: Position

    NEO1: Salary

    NEO1: Bonus

    NEO1: Stock Awards (Grant Date Fair Value)

    NEO1: Options Awards (Grant Date Fair Value)

    NEO1: Non-equity Incentive Plan Awards

    NEO1: All Other Compensation

    NEO1: Total Compensation as Reported

    NEO1: Gender

    ............................................................

    NEO6: Name

    NEO6: Position

    NEO6: Salary

    NEO6: Bonus

    NEO6: Stock Awards (Grant Date Fair Value)

    NEO6: Options Awards (Grant Date Fair Value)

    NEO6: Non-equity Incentive Plan Awards

    NEO6: All Other Compensation

    NEO6: Total Compensation as Reported

    NEO6: Gender

    .....................................................................................................................................................

    1.  This is for an instance where immediately before assuming the position of CXO, the person was an executive with the corporation 2.  This is for an instance where the CXO continues as an executive with the corporation after ceasing to be the CXO
  • Board Chair

    Name

    Date of Arrival

    Date of Departure

  • Directors

    Name

    Date of Arrival

    Date of Departure

  • Board Suite

    Proxy Statement (or 10K/A) Filing Date

    Applicable Proxy Record Date

    CEO: If on Board

    CEO: Committee Membership Audit [Chair/ Member]

    CEO: Committee Membership Compensation [Chair/ Member]

    CEO: Committee Membership Nominating [Chair/ Member]

    CEO: Gender

    CEO: Other Public Company Board1 - Company Name

    CEO: Other Public Company Board1 - Ticker Symbol

    ............................................................

    CEO: Other Public Company Board10 - Company Name

    CEO: Other Public Company Board10 - Ticker Symbol

    CFO: If on Board

    CFO: Committee Membership Audit [Chair/ Member]

    CFO: Committee Membership Compensation [Chair/ Member]

    CFO: Committee Membership Nominating [Chair/ Member]

    CFO: Gender

    CFO: Other Public Company Board1 - Company Name

    CFO: Other Public Company Board1 - Ticker Symbol

    ............................................................

    CFO: Other Public Company Board10 - Company Name

    CFO: Other Public Company Board10 - Ticker Symbol

    Disclosed Lead / Presiding Independent Director: Committee Membership Audit [Chair/ Member]

    Disclosed Lead / Presiding Independent Director: Committee Membership Compensation [Chair/ Member]

    Disclosed Lead / Presiding Independent Director: Committee Membership Nominating [Chair/ Member]

    Disclosed Lead / Presiding Independent Director: Gender

    Disclosed Lead / Presiding Independent Director: Other Public Company Board1 - Company Name

    Disclosed Lead / Presiding Independent Director: Other Public Company Board1 - Ticker Symbol

    ............................................................

    Disclosed Lead / Presiding Independent Director: Other Public Company Board10 - Company Name

    Disclosed Lead / Presiding Independent Director: Other Public Company Board10- Ticker Symbol

    Director2: Name

    Director2: Committee Membership Audit [Chair/ Member]

    Director2: Committee Membership Compensation [Chair/ Member]

    Director2: Committee Membership Nominating [Chair/ Member]

    Director2: Gender

    Director2: Other Public Company Board1 - Company Name

    Director2: Other Public Company Board1 - Ticker Symbol

    ............................................................

    Director2: Other Public Company Board10 - Company Name

    Director2: Other Public Company Board10- Ticker Symbol

    ............................................................

    Director25: Name

    Director25: Committee Membership Audit [Chair/ Member]

    Director25: Committee Membership Compensation [Chair/ Member]

    Director25: Committee Membership Nominating [Chair/ Member]

    Director25: Gender

    Director25: Other Public Company Board1 - Company Name

    Director25: Other Public Company Board1 - Ticker Symbol

    ............................................................

    Director25: Other Public Company Board10 - Company Name

    Director25: Other Public Company Board10- Ticker Symbol

  • EPA (Environmental Protection Agency) or Other Regulator Environmental Investigation

    Date of Initial Reporting

    Initial Reporting Excerpts

    Initial Reporting File Type

    Date of Closure Reporting

    Closure Reporting Excerpts

    Closure Reporting File Type

  • Regulator Investigation (or Litigation) Alleging Human Rights Violation at Workplace - Own or in Third-party Supply/Delivery Chain

    Date of Initial Reporting

    Initial Reporting Excerpts

    Initial Reporting File Type

    Date of Closure Reporting

    Closure Reporting Excerpts

    Closure Reporting File Type

  • GRI (Global Reporting Initiative) Sustainability Reporting

    Date Inclusion on Sustainability Disclosure Database

    GRI Application Level [A/B/C/Undeclared/ Non-GRI]

    Sustainability Guideline Referenced: ISO26000 [Yes/No]

    Sustainability Guideline Referenced: CDP

    Sustainability Guideline Referenced: UNGC

    Sustainability Guideline Referenced: OECD

    Sustainability Guideline Referenced: IFC

  • ROTC

    Applicable Fiscal Period Begin Date

    Applicable Fiscal Period End Date

    Applicable Annual Report – Filing Date

    Net income during fiscal period $ million

    Short-term Debt at the end of Fiscal Period $ million

    Current Portion of Long-term Debt at the end of Fiscal Period $ million

    Long-term Debt at the end of Fiscal Period $million

    Total Shareholders' Equity at the end of Fiscal Period $ million

  • Entire Gamut Of Governance, Accounting & Sustainability Data Within A Single Standardized Database With A Consistent Set Of Rules For Reporting And Data Delivery
  • Covers Data Related To Questionable Accounting Practices, Regulator Investigations, Corporate Governance, Board Suite, Executive Suite, Compensation And Pay Performance Alignment, And Environmental And Social Issues

    Unique Data Design Enables Credible Quantitative Analysis

  • Flexible And Granular Data Design
  • Allows Status Computation For Any Historical Date
  • Eliminates Look-Ahead Bias