Acquisitions

Distinct acquisition entries and disclosure status from the filing's acquisition disclosures.

Category: Business
Forms: 10-K

Use cases#

Review acquisition records captured from the filing.
Distinguish itemized acquisitions from general-only disclosure.

Response schema#

Fields 30

Field path	Type	Description
`disclosure_status`# required	object	3-state acquisitions disclosure status with evidence. 'specific_acquisitions_disclosed' = at least one identifiable acquisition is described — a named target, OR a concrete aggregate count of unnamed immaterial businesses (e.g. Cintas '7 businesses in Uniform Rental'); populate acquisitions[]. 'general_only' = only generic M&A-strategy language with NO identifiable deal or count (e.g. Vertex: 'we seek to acquire technologies, products... that are aligned with our strategies' with no specific transaction in the period); acquisitions is null. 'none_disclosed' = no acquisition content at all; acquisitions is null. A filing with BOTH generic strategy language AND >=1 specific deal is 'specific_acquisitions_disclosed'.
`disclosure_status.value`# required	string	Value
`disclosure_status.evidence`# required	object	Evidence object. Never null.
`disclosure_status.evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Use the shortest contiguous source span; no translation. null when there is no textual basis.
`disclosure_status.evidence.reasoning`# required	string	How the quote maps to the entry. For null decisions, explain the basis (Not disclosed / Not applicable / Indeterminable / Scope limitation).
`acquisitions`# required	array\| null items: object	One entry per distinct acquisition. null for general-only or no disclosure; never use an empty array.
`acquisitions[].target_name`# required	string\| null	Proper noun of the acquired company, brand, or asset, verbatim. null only for an aggregate of unnamed businesses whose count is set; never invent a name.
`acquisitions[].count`# required	integer\| null	Number of businesses represented by an unnamed aggregate entry. null for a single named acquisition. This is a row count, not a Measurement.
`acquisitions[].segment`# required	string\| null	Reportable operating segment for the acquisition, verbatim, when stated; null otherwise.
`acquisitions[].status`# required	string	Deal status as of the filing: completed, announced, pending, terminated, or unknown when it cannot be determined.
`acquisitions[].acquisition_type`# required	string	Accounting treatment when stated: business combination, asset acquisition, another stated structure, or unknown.
`acquisitions[].ownership_stake`# required	object\| null	Percentage stake acquired as {value, unit}, or null when no stake is stated. For a qualitative-only stake, use null fields and preserve the phrase in ownership_description.
`acquisitions[].ownership_stake.value`# required	number\| null	Percentage value as written (60 for '60%'). null when the stake is qualitative only.
`acquisitions[].ownership_stake.unit`# required	string\| null	'percent' when value is present; null for a qualitative-only stake.
`acquisitions[].ownership_description`# required	string\| null	Verbatim qualitative stake phrase when no percentage is given. Do not put a description of what was acquired here; null when a percentage is captured or no stake is stated.
`acquisitions[].events`# required	array\| null items: object	Chronological dated steps for this acquisition. null when the filing gives no dated step.
`acquisitions[].events[].event_date`# required	string\| null	ISO 8601 full or partial date of the step. Preserve only the precision stated and do not infer a missing day or month. null when no date is stated.
`acquisitions[].events[].description`# required	string	Short English label for the step, such as 'Agreement signed' or 'Acquisition completed'.
`acquisitions[].amounts`# required	array\| null items: object	Monetary figures directly tied to this acquisition, one entry per distinct figure. null when the filing states no amount.
`acquisitions[].amounts[].type`# required	string	What the figure represents. Use the most specific consideration label supported by the filing; use 'other' for another acquisition-related figure.
`acquisitions[].amounts[].value`# required	number\| null	Numeric figure as written, in the units of unit and magnitude of scale. null only when the filing references it qualitatively without a number.
`acquisitions[].amounts[].unit`# required	string\| null	Currency code inferred from the symbol or reporting currency. null when undeterminable.
`acquisitions[].amounts[].scale`# required	string\| null	Magnitude word such as 'thousands', 'millions', or 'billions'; null when the value is absolute.
`acquisitions[].amounts[].evidence`# required	object	Evidence object. Never null.
`acquisitions[].amounts[].evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Use the shortest contiguous source span; no translation. null when there is no textual basis.
`acquisitions[].amounts[].evidence.reasoning`# required	string	How the quote maps to the entry. For null decisions, explain the basis (Not disclosed / Not applicable / Indeterminable / Scope limitation).
`acquisitions[].description`# required	string	One or two English sentences explaining what the target does and the stated strategic rationale. This is a summary, not a verbatim quote.
`acquisitions[].evidence`# required	object	Evidence object. Never null.
`acquisitions[].evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Use the shortest contiguous source span; no translation. null when there is no textual basis.
`acquisitions[].evidence.reasoning`# required	string	How the quote maps to the entry. For null decisions, explain the basis (Not disclosed / Not applicable / Indeterminable / Scope limitation).

Example dataset#

An illustrative example for acquisitions. Use it to see the shape of the data before running a live request.

Top-level fields in the example dataset
Field	Summary
disclosure_status	itemized
acquisitions	1 item

Playground#

Response schema#

Fields 30

Field path	Type	Description
`disclosure_status`# required	object	3-state acquisitions disclosure status with evidence. 'specific_acquisitions_disclosed' = at least one identifiable acquisition is described — a named target, OR a concrete aggregate count of unnamed immaterial businesses (e.g. Cintas '7 businesses in Uniform Rental'); populate acquisitions[]. 'general_only' = only generic M&A-strategy language with NO identifiable deal or count (e.g. Vertex: 'we seek to acquire technologies, products... that are aligned with our strategies' with no specific transaction in the period); acquisitions is null. 'none_disclosed' = no acquisition content at all; acquisitions is null. A filing with BOTH generic strategy language AND >=1 specific deal is 'specific_acquisitions_disclosed'.
`disclosure_status.value`# required	string	Value
`disclosure_status.evidence`# required	object	Evidence object. Never null.
`disclosure_status.evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Use the shortest contiguous source span; no translation. null when there is no textual basis.
`disclosure_status.evidence.reasoning`# required	string	How the quote maps to the entry. For null decisions, explain the basis (Not disclosed / Not applicable / Indeterminable / Scope limitation).
`acquisitions`# required	array\| null items: object	One entry per distinct acquisition. null for general-only or no disclosure; never use an empty array.
`acquisitions[].target_name`# required	string\| null	Proper noun of the acquired company, brand, or asset, verbatim. null only for an aggregate of unnamed businesses whose count is set; never invent a name.
`acquisitions[].count`# required	integer\| null	Number of businesses represented by an unnamed aggregate entry. null for a single named acquisition. This is a row count, not a Measurement.
`acquisitions[].segment`# required	string\| null	Reportable operating segment for the acquisition, verbatim, when stated; null otherwise.
`acquisitions[].status`# required	string	Deal status as of the filing: completed, announced, pending, terminated, or unknown when it cannot be determined.
`acquisitions[].acquisition_type`# required	string	Accounting treatment when stated: business combination, asset acquisition, another stated structure, or unknown.
`acquisitions[].ownership_stake`# required	object\| null	Percentage stake acquired as {value, unit}, or null when no stake is stated. For a qualitative-only stake, use null fields and preserve the phrase in ownership_description.
`acquisitions[].ownership_stake.value`# required	number\| null	Percentage value as written (60 for '60%'). null when the stake is qualitative only.
`acquisitions[].ownership_stake.unit`# required	string\| null	'percent' when value is present; null for a qualitative-only stake.
`acquisitions[].ownership_description`# required	string\| null	Verbatim qualitative stake phrase when no percentage is given. Do not put a description of what was acquired here; null when a percentage is captured or no stake is stated.
`acquisitions[].events`# required	array\| null items: object	Chronological dated steps for this acquisition. null when the filing gives no dated step.
`acquisitions[].events[].event_date`# required	string\| null	ISO 8601 full or partial date of the step. Preserve only the precision stated and do not infer a missing day or month. null when no date is stated.
`acquisitions[].events[].description`# required	string	Short English label for the step, such as 'Agreement signed' or 'Acquisition completed'.
`acquisitions[].amounts`# required	array\| null items: object	Monetary figures directly tied to this acquisition, one entry per distinct figure. null when the filing states no amount.
`acquisitions[].amounts[].type`# required	string	What the figure represents. Use the most specific consideration label supported by the filing; use 'other' for another acquisition-related figure.
`acquisitions[].amounts[].value`# required	number\| null	Numeric figure as written, in the units of unit and magnitude of scale. null only when the filing references it qualitatively without a number.
`acquisitions[].amounts[].unit`# required	string\| null	Currency code inferred from the symbol or reporting currency. null when undeterminable.
`acquisitions[].amounts[].scale`# required	string\| null	Magnitude word such as 'thousands', 'millions', or 'billions'; null when the value is absolute.
`acquisitions[].amounts[].evidence`# required	object	Evidence object. Never null.
`acquisitions[].amounts[].evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Use the shortest contiguous source span; no translation. null when there is no textual basis.
`acquisitions[].amounts[].evidence.reasoning`# required	string	How the quote maps to the entry. For null decisions, explain the basis (Not disclosed / Not applicable / Indeterminable / Scope limitation).
`acquisitions[].description`# required	string	One or two English sentences explaining what the target does and the stated strategic rationale. This is a summary, not a verbatim quote.
`acquisitions[].evidence`# required	object	Evidence object. Never null.
`acquisitions[].evidence.quote`# required	string\| null	Verbatim excerpt from the filing proving this entry. Use the shortest contiguous source span; no translation. null when there is no textual basis.
`acquisitions[].evidence.reasoning`# required	string	How the quote maps to the entry. For null decisions, explain the basis (Not disclosed / Not applicable / Indeterminable / Scope limitation).

Field

Summary

disclosure_status

itemized

acquisitions

1 item