IPO Feed¶
General Information¶
The IPO database includes all domestic IPOs that offered more than $50M, going back to the start of 2021. We monitor S-1s, 424B4s, 8-Ks, and other filing types to stay on top of the latest updates, dates, and more.
Notes on the point-in-time format¶
- Updates to company-related fields (ticker, cusip, company_name, etc.) do not trigger updates in the feed, only updates to event specific fields trigger an update.
- Company-related fields are as of the asof field, not the original insert, meaning values such as ticker, cusip, etc. may change when comparing an initial insert to a later update for the same ipo_id. (e.g. a transaction with ticker "FOO" at insert will show as "BAR" on subsequent updates if the company's ticker changed between the two asof dates. The original insert will always show "FOO", however.)
- Not all fields are available with point-in-time accuracy. Please see the Data Dictionary for more information.
Data Dictionary¶
| Heading | Description |
|---|---|
| ipo_id | Unique ID provided by VerityData for the IPO. |
| eid | VerityData's unique entity id associated with the cid. |
| cid | VerityData's unique company id. PIT cusips may differ. CID should be used for consistency. Cid Should only be NULL in cases where the record was already in the feed when the cid value was removed. Such records will have edit_action = D. |
| ticker | Ticker of the company. |
| cusip | CUSIP identifier of the company. |
| company_name | Name of the company. |
| sector | Sector of the company. |
| class_status | Denotes the status of the company at the time of last_update. Useful to exclude posthumous edits to inactive companies from your modeling / testing. |
| ipo_type | Standard or Direct Listing |
| stage | Current stage of the IPO process: Filed, Pricing, Trading, Complete, Withdrawn, Postponed. |
| description | Description of the company (from the S-1). |
| employees | Number of employees |
| year_founded | Year founded |
| controlled_company | Boolean - TRUE if controlled company |
| ownership_category | Categories include: Corp, Founder, VC, PE, etc |
| notes | Notes from Verity's team |
| iacc_s1 | Unique document identifier of the original S-1 filing |
| disclosure_date_s1 | The date the S-1 was filed with the SEC. |
| underwriters_s1 | Lead underwriters |
| comanagers_s1 | Co-managers |
| principal_shareholders_s1 | Principal shareholders |
| sponsor_s1 | Sponsor |
| tra_shareholder_benefit_s1 | A "TRA shareholder benefit" refers to the payouts received by pre-IPO shareholders as part of a Tax Receivable Agreement (TRA). When a company with a TRA realizes tax savings, it shares a percentage (often around 85%) of those savings with the original owners, while the company retains the rest. |
| tra_info_s1 | TRA details from the S-1 |
| iacc_s1a | Unique document identifier of the S-1/A filing |
| disclosure_date_s1a | The date the S-1/A was filed with the SEC. |
| shares_offered_by_stockholders_s1a | Shares offered by stockholders |
| shares_offered_by_company_s1a | Shares offered by the company |
| over_allotment_s1a | Over allotment |
| over_allotment_by_stockholders_s1a | Over allotment by stockholders |
| low_range_s1a | Price range: low |
| high_range_s1a | Price rang: high |
| outstanding_shares_shareclass_s1a | Outstanding shares by share class. Formatted as key:value pairs. |
| outstanding_shares_s1a | Total shares outstanding |
| directed_shares_s1a | Directed shares |
| first_lock_up_days_s1a | First lockup: days |
| first_lock_up_shares_s1a | First lockup: shares |
| second_lock_up_days_s1a | Second lockup: days |
| second_lock_up_shares_s1a | Second lockup: shares |
| lock_up_notes_s1a | Lockup notes |
| estimated_net_proceeds_s1a | Estimated net proceeds of the offering |
| estimated_net_proceeds_overallotment_s1a | Estimated net proceeds of the offering including the over allotment |
| iacc_424 | Unique document identifier of the Form 424 filing |
| disclosure_date_424 | The date the Form 424 was filed with the SEC. |
| underwriters_424 | Lead underwriters |
| comanagers_424 | Co-managers |
| shares_offered_by_stockholders_424 | Shares offered by stockholders |
| shares_offered_by_company_424 | Shares offered by the company |
| over_allotment_424 | Over allotment |
| over_allotment_by_stockholders_424 | Over allotment by stockholders |
| outstanding_shares_shareclass_424 | Outstanding shares by share class. Formatted as key:value pairs. |
| outstanding_shares_424 | Total shares outstanding |
| directed_shares_424 | Directed shares |
| first_lock_up_days_424 | First lockup: days |
| first_lock_up_shares_424 | First lockup: shares |
| second_lock_up_days_424 | Second lockup: days |
| second_lock_up_shares_424 | Second lockup: shares |
| lock_up_notes_424 | Lockup notes |
| estimated_net_proceeds_424 | Estimated net proceeds of the offering |
| estimated_net_proceeds_overallotment_424 | Estimated net proceeds of the offering including the over allotment |
| open_rumor_date_expopen | Expected open date |
| source_expopen | Source of the expected date: IPO Boutique, Marketwatch, Nasdaq |
| iacc_finaloffer | Unique document identifier of the filing announcing the final offer |
| priced_on_finaloffer | Final offer date |
| offer_price_finaloffer | Final price |
| open_date_finaloffer | Open date |
| open_price_finaloffer | Open price |
| iacc_complete | Unique document identifier of the filing announcing the completion |
| date_complete | Date the IPO is completed |
| overallotment_complete | Over allotment at completion |
| over_allotment_by_stockholders_complete | Over allotment by stockholders at completion |
| proceeds_complete | Proceeds at completion |
| iacc_postponed | Unique document identifier of the filing announcing postponement |
| date_postponed | Date the IPO was postponed |
| iacc_withdrawn | Unique document identifier of the filing announcing withdrawal |
| date_withdrawn | Date the IPO was withdrawn |
| second_disclosure_iacc_complete | Unique document identifier of the filing announcing the completion |
| shareclass_notes | Share class notes |
| no_change_shares_outstanding_s1a | Boolean - TRUE if no change in shares outstanding |
| no_change_shares_outstanding_424 | Boolean - TRUE if no change in shares outstanding |
| earnings_based_lock_up_date_424 | Boolean - TRUE if lockup date is relative to earnings release date |
| prospectus_date_424 | Prospectus date |
| earnings_date_set_424 | Boolean - TRUE if earnings date is set |
| total_offering_amount | Total offering amount in millions |
| last_update | The date of the last update for this entry. |
| edit_action | "U" for update, "D" for delete and "I" for new insert. |
| asof | The date the record appeared in the feed. |