[DATA] issues with several companies in data stitching process (All three financial sheets )

[miruddfan]

Data Quality Issue Details

Issue Type:

• Incorrect financial values (wrong numbers)
• [x ] Missing financial data (expected data not present)
• Calculation errors (formulas producing wrong results)
• Data inconsistency (different values for same metric)
• [ x] Historical data problems (changes over time)

Environment

EdgarTools Version: 15.4.0
Python Version:3.10.19
Operating System:win 11

Financial Data Details

Company/Ticker: BRO, FOX, IMAX, DIS
Form Type: 10-K
Filing Date/Period:2025 - 2019
Statement Type: all three major statements

Specific Metric/Concept:

• for BRO: us-gaap_StockholdersEquity, us-gaap_StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest

• for FOX: us-gaap_LongTermDebtCurrent

• for IMAX: us-gaap_WeightedAverageNumberOfSharesOutstandingBasic, us-gaap_WeightedAverageNumberOfDilutedSharesOutstanding

• for DIS: us-gaap_CostOfGoodsAndServicesSold, us-gaap_NetCashProvidedByUsedInOperatingActivitiesContinuingOperations, us-gaap_NetCashProvidedByUsedInFinancingActivitiesContinuingOperations, us-gaap_IncomeLossFromContinuingOperationsIncludingPortionAttributableToNoncontrollingInterest,

• XBRL concept name: (if known, e.g., "us-gaap:Revenues")

Data Issue

Expected Value:

• Issues with missing data, switching Current and Non Current debt, Missing information pre-2022, and overwritten data.
  Actual Value from EdgarTools:

Code to reproduce:

from edgar import Company

company_ticker = input("Enter company ticker (e.g., MSFT): ").upper()
write_files = input("Do you want to save CSV files of the sheets? Y/N ").upper()
number_years = int(input("Enter the number(years) of annual reports desired = "))
data['company_ticker'] = company_ticker
company = Company(company_ticker)
filings = company.get_filings(form="10-K").head(number_years)
xbrls = XBRLS.from_filings(filings)
stitched_statements = xbrls.statements
income_statement = stitched_statements.income_statement()
balance_sheet = stitched_statements.balance_sheet()
cash_flow = stitched_statements.cashflow_statement()
bs_df = balance_sheet.to_dataframe()
is_df = income_statement.to_dataframe()
cf_df = cash_flow.to_dataframe()

Cross-Verification

Have you verified this issue with:

• [ x] Multiple time periods for same company
• Multiple companies with same issue
• Direct SEC filing comparison
• [ x] Other financial data sources

Affects multiple periods/companies?

• Companies tested: (e.g., AAPL, MSFT, GOOGL)
• Time periods tested: (e.g., 2021-2023)
• Pattern observed: (e.g., all Q4 periods affected, only certain companies)

Expected Behavior

What should happen:
A clear description of the correct financial data that should be returned.

The Disney data is significantly compromised. The other stocks are more limited impact. I am including an Excel file with a list of more details, but I can provide more specific info if necessary. However, these should be very easy to find.

Data validation rules:

• Should the value be positive/negative?
• Expected magnitude/range?
• Should it match specific calculations?

Additional Context

• Links to official SEC filings showing correct values
• Screenshots comparing EdgarTools output vs official data
• Any patterns or hypotheses about why the data might be wrong
• Related issues or similar problems you've noticed

Impact Assessment:

• Minor (affects specific edge case)
• Moderate (affects common use cases)
• [x ] Major (affects core financial calculations)
• [x ] Critical (produces completely wrong results)

---

Data quality issues are high priority and will be verified against official SEC filings. Accuracy is fundamental to EdgarTools.

[miruddfan]

The system will not let me upload the file.
BRO: These two lines report the same thing, but switch intermittently.
us-gaap_StockholdersEquity us-gaap_StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest

FOX: The value in the file is attributed to LongTermDebtCurrent, but should be LongTermDebtNonCurrent
(I am not sure if this is an edgar naming issue, or some stitching change and miss naming)

IMAX: The per-share information is missing pre 2022 (again not sure if edgar data issue)

DIS: Many issues
Missing Cost of products in the Cost of goods and products sold (these are two separate line items in the Disney income statement
The next several statements appear to overwrite the 2025 data
us-gaap_NetCashProvidedByUsedInOperatingActivitiesContinuingOperations
us-gaap_NetCashProvidedByUsedInFinancingActivitiesContinuingOperations
Loss from discontinued operations, net of income tax benefit of $0, $0 and $14, respectively
Continuing Operations, Per Basic Share
Discontinued Operation, Per Basic Share
Continuing Operations, Per Diluted Share
Discontinued Operation, Per Diluted Share

[miruddfan]

This is now a duplicate of several other issues.

[dgunning]

Thank you for the detailed report! These are serious allegations about data accuracy across multiple companies. We're treating this with high priority and will investigate immediately.

Investigation Plan

1. Reproduce specific claims (starting with FOX current debt issue)
2. Verify against official SEC filings to determine if this is:
   • Data processing bug (our responsibility)
   • Data availability limitation (SEC source data gaps)
   • Edge case in stitching logic
3. Report findings within 24 hours

Request: Specific Examples

The Excel file with detailed analysis didn't upload successfully. Could you provide 2-3 specific examples in this format?

Example:

Company: FOX
Concept: us-gaap_LongTermDebtCurrent
Period: 2024-06-30
Expected value: $X (from official 10-K page Y)
Actual value: $Z (from EdgarTools)

Having specific numbers will dramatically speed up verification.

Priority Assessment

If we confirm data accuracy issues:

• Priority: P0 CRITICAL
• Release: Point Release 5.16.1 (immediate)
• Timeline: Fix within 24-48 hours

If these are SEC data limitations:

• We'll document clearly and explain what data is/isn't available

We'll update this issue as soon as we have verification results. Thank you for your careful testing across multiple companies!

[dgunning]

Thank you for the detailed report, @miruddfan! These are serious allegations about data accuracy across multiple companies (BRO, FOX, IMAX, DIS).

We're treating this with high priority and will investigate immediately.

Investigation Plan

We need to systematically verify each claim to determine if these are:

1. Data accuracy bugs (EdgarTools' fault - CRITICAL)
2. Data availability limitations (SEC doesn't provide certain historical data - not a bug)
3. Edge cases requiring investigation

Immediate action (within 24 hours):

1. Reproduce the FOX current debt issue (most specific claim you mentioned)
2. Verify against official SEC 10-K filing
3. Determine root cause and scope

Need Your Help

The Excel file "EdgarTools Stitching Issues.xlsx" with detailed analysis didn't upload successfully. Could you please:

Option 1: Share via cloud storage (Google Drive, Dropbox, etc.) and paste link here

Option 2: Paste 2-3 specific examples here with format:

Company: FOX
Concept: us-gaap_LongTermDebtCurrent
Period: 2024-06-30
Expected Value: $X,XXX,XXX (from SEC filing page XX)
EdgarTools Value: $Y,YYY,YYY
Issue: Values swapped with non-current debt

Having specific expected vs actual values will help us verify faster and ensure we fix the right issues.

Classification Decision

Once we verify:

• If data accuracy bugs confirmed: Classified as P0 CRITICAL, Point Release 5.16.1 (immediate)
• If data limitations: Document SEC data constraints, add helpful error messages
• If mixed: Separate bugs from limitations, prioritize accordingly

Timeline

• Investigation: Within 24 hours
• Classification: Within 48 hours
• Fix (if critical bugs): Within 3-5 days

Note

You also reported issue #648 (DECK concept mapping) which we confirmed and triaged as a real standardization bug for v5.17.0. Your reports are valuable and we take them seriously!

We'll update this issue as soon as we have verification results.