Monthly SEC Item 703 repurchase activity, without rebuilding decades of filings.
54,946 certified top-level monthly Item 703 rows from Persistfolio’s reconstructed historical S&P 500 cohort, with reported share purchases, public-program activity, remaining authorization where reported, and direct links to the source SEC filings.
SEC Item 703 Monthly Repurchase Activity, 2004–2025
US$39 one time — retail license for one named purchaser (personal, academic or internal research)
Organization-wide internal use: the full Item 703 Business / Commercial license (US$1,495)
The sample is the same retail cut applied to the full Item 703 product’s public sample issuers (458 monthly rows from 10 filers), with exactly the same 32 columns. It contains: sample.csv, README.md, LICENSE.txt.
Reported monthly rows, not a deduplicated company-month panel - read before you buy →
What You Get
- sec_item703_monthly_repurchase_activity_2004_2025.csv (54,946 rows) — one row per reported top-level monthly row
- Company label, SEC CIK and Historical Cohort security ids
- The normalized month and the original period label as printed
- Total shares purchased, and shares purchased under publicly announced programs
- Remaining authorization, where reported (shares or dollars, as the filer printed it)
- Raw cell text with DASH / BLANK / N/A preserved, never turned into zero, and issuer-stated display scales
- Activity status and Persistfolio’s program classification, with its confidence
- A link to the source SEC filing for every row
- README.md (column guide), LICENSE.txt and SHA256SUMS
What This Does Not Contain
- Not all SEC filers — only the reconstructed historical S&P 500 cohort while each company was a member
- No deduplicated company-month panel: the same issuer/month can appear in several rows
- No announced-vs-executed comparison and no shares-outstanding reduction analysis
- No stock prices, and no average price paid in this retail cut
- No full filing ledger, withheld/review records, certification package or exact document hashes
Need every released row (including totals and sub-rows), average price paid, the 43,397-filing ledger with dispositions and confirmed no-disclosure evidence, withheld/review accounting, exact document SHA-256 provenance, the certification report and quarantine evidence? View the full Historical SEC Item 703 Repurchase Evidence — US$499 Individual / Academic or US$1,495 Business / Commercial →
Coverage & Product Facts
- Coverage
- 2004-09-30 – 2025-09-30
- Source
- A row-for-row subset (row_type = MONTH) of Persistfolio’s certified Historical SEC Item 703 Repurchase Evidence, Release 1 (item703-repurchase-evidence-2025-09-30-r1), itself read from SEC EDGAR 10-K and 10-Q filings
- Observation Frequency
- Monthly rows as reported in each quarterly (10-Q) and annual (10-K) filing’s Item 703 table
- Release
- item703-monthly-repurchase-activity-2025-09-30-r1 (2025-09-30)
- Formats
- CSV
- Update Policy
- Fixed, dated release (periods of report through 2025-09-30). One-time purchase; no lifetime updates.
Methodology & QA
Every row is a top-level monthly row of the certified Item 703 Release 1, copied unchanged: the 32 columns keep the parent’s raw cells, status, reported values, display scales and classifications exactly. Total rows and sub-rows are left out, and nothing is aggregated, deduplicated or recomputed. The extraction method, fail-closed QA, filing ledger and certification belong to the full Item 703 product.
Data Dictionary
| File | Field | Description |
|---|---|---|
| sec_item703_monthly_repurchase_activity_2004_2025.csv | fact_id | The certified parent fact id (`cik:accession_number:row_index`); every row is one row of the parent’s reported_facts.csv. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | company_label | The cohort’s label for the issuer. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | cik | SEC Central Index Key of the filer (10 digits). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | security_ids | Semicolon-separated Persistfolio Historical Cohort security_id(s) the filing is linked to through the cohort membership window. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | normalized_month | YYYY-MM resolved from the row label (and, where the label states no year, the filing’s period of report). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | period_raw | The row label exactly as printed in the table. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | filing_date | Filing date (SEC EDGAR). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | form_type | 10-K, 10-Q, 10-K/A or 10-Q/A. An amendment is a separate filing. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | accession_number | SEC accession number of the filing. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | series_label | A share class or series named by the table’s own header, when the table reports more than one; otherwise blank. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | total_shares_purchased_raw | (a) Total number of shares (or units) purchased: the cell text exactly as printed by the filer - always the authority. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | total_shares_purchased_status | (a) Total number of shares (or units) purchased: how the cell was read: VALUE, DASH, BLANK or NOT_APPLICABLE (a dash, blank or N/A is never converted to zero). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | total_shares_purchased_reported_value | (a) Total number of shares (or units) purchased: the number as printed, before any display scale (empty unless status is VALUE). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | total_shares_purchased_display_scale | (a) Total number of shares (or units) purchased: a multiplier (1000, 1000000, ...) only where the filer’s own table states one that governs this cell; empty otherwise. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | total_shares_purchased_standardized_value | (a) Total number of shares (or units) purchased: reported_value × display_scale, where a display scale applies; empty otherwise. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | total_shares_purchased_scale_statement | (a) Total number of shares (or units) purchased: the filer’s own text that set the scale, where recorded. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | shares_purchased_under_programs_raw | (c) Shares (or units) purchased as part of publicly announced plans or programs: the cell text exactly as printed by the filer - always the authority. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | shares_purchased_under_programs_status | (c) Shares (or units) purchased as part of publicly announced plans or programs: how the cell was read: VALUE, DASH, BLANK or NOT_APPLICABLE (a dash, blank or N/A is never converted to zero). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | shares_purchased_under_programs_reported_value | (c) Shares (or units) purchased as part of publicly announced plans or programs: the number as printed, before any display scale (empty unless status is VALUE). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | shares_purchased_under_programs_display_scale | (c) Shares (or units) purchased as part of publicly announced plans or programs: a multiplier (1000, 1000000, ...) only where the filer’s own table states one that governs this cell; empty otherwise. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | shares_purchased_under_programs_standardized_value | (c) Shares (or units) purchased as part of publicly announced plans or programs: reported_value × display_scale, where a display scale applies; empty otherwise. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | shares_purchased_under_programs_scale_statement | (c) Shares (or units) purchased as part of publicly announced plans or programs: the filer’s own text that set the scale, where recorded. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | remaining_authorization_raw | (d) Maximum number of shares, or approximate dollar value, that may yet be purchased under the plans or programs: the cell text exactly as printed by the filer - always the authority. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | remaining_authorization_status | (d) Maximum number of shares, or approximate dollar value, that may yet be purchased under the plans or programs: how the cell was read: VALUE, DASH, BLANK or NOT_APPLICABLE (a dash, blank or N/A is never converted to zero). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | remaining_authorization_reported_value | (d) Maximum number of shares, or approximate dollar value, that may yet be purchased under the plans or programs: the number as printed, before any display scale (empty unless status is VALUE). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | remaining_authorization_display_scale | (d) Maximum number of shares, or approximate dollar value, that may yet be purchased under the plans or programs: a multiplier (1000, 1000000, ...) only where the filer’s own table states one that governs this cell; empty otherwise. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | remaining_authorization_standardized_value | (d) Maximum number of shares, or approximate dollar value, that may yet be purchased under the plans or programs: reported_value × display_scale, where a display scale applies; empty otherwise. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | remaining_authorization_scale_statement | (d) Maximum number of shares, or approximate dollar value, that may yet be purchased under the plans or programs: the filer’s own text that set the scale, where recorded. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | activity_status | EXECUTED (column (a) is positive on this reported monthly row) or NO_REPORTED_PURCHASE (column (a) is zero, a dash, blank or N/A). Describes the reported row only. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | program_relation | Persistfolio’s interpretation (not an SEC field) of column (a) vs column (c) on this row (values below). |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | classification_confidence | HIGH, or MEDIUM where program_relation is UNKNOWN. Describes the program classification only, not the reported values. |
| sec_item703_monthly_repurchase_activity_2004_2025.csv | source_document_url | The SEC EDGAR document the row was read from. |
Full data dictionary (JSON) → · Complete dictionary with enumerated values and date semantics (Markdown) →
Pricing & License
Individual / Academic: US$39 one time — retail license for one named purchaser (personal, academic or internal research)
Commercial / Business: Organization-wide internal use: the full Item 703 Business / Commercial license (US$1,495)
Retail data license for one named purchaser (item703-monthly-repurchase-activity-2025-09-30-r1) — see full license terms
Known Limitations
- Reported monthly rows, not a deduplicated company-month panel: 2,411 CIK/month combinations appear more than once (later filings repeating a month, amendments, separately reported series). Do not automatically sum duplicate issuer/month rows.
- Column (d) has no single unit: do not sum or compare remaining_authorization_standardized_value across issuers or periods without first determining what column (d) measures in the source row; remaining_authorization_raw and its scale statement are the authority.
- program_relation and classification_confidence are Persistfolio interpretations, not SEC fields.
- A missing month does not mean zero repurchases: this cut has no filing ledger, so filings with no released monthly rows (no disclosure, narrative-only, REVIEW) are not listed.
- Cohort scope only (the reconstructed historical S&P 500 cohort while members), not every SEC filer; values are as reported, not reconciled to financial statements.
- Fixed, dated release; no lifetime updates.
FAQ
Is this one row per company per month?
No. It is one row per reported monthly Item 703 row. The same company and month can appear more than once — a later 10-K repeating a quarter’s months, an amendment, or separately reported share classes — and those rows are kept, not merged. Do not automatically sum them.
Are these financial-statement buyback totals?
No. They are the monthly rows of the Item 703 table as reported in 10-K and 10-Q filings, not cash-flow-statement repurchase amounts.
Does a missing month mean the company bought nothing?
No. This retail cut has no filing ledger, so filings that released no monthly rows are not listed. The full Item 703 product’s ledger distinguishes confirmed no-disclosure, narrative-only, REVIEW and retrieval failures.
What does remaining authorization measure?
Either remaining shares or approximate remaining dollars, depending on the filer and table. Check the raw text and scale statement before comparing or summing.
Can my company use it?
This US$39 license is for one named purchaser’s personal, academic or internal research. Organization-wide internal use requires the full Item 703 Business / Commercial license.
Will I get updates?
No. It is a fixed, dated release with no lifetime updates.
Is it official S&P data?
No. Persistfolio is independent; the cohort is its own reconstruction and the values come from SEC filings.
Persistfolio is independent and is not affiliated with, sponsored by, endorsed by, or authorized by S&P Global or S&P Dow Jones Indices. S&P 500® is a trademark of S&P Dow Jones Indices LLC and/or its affiliates. This product is an independent research reconstruction and is not an official S&P dataset.