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SEC Filings and Equity Research Data Subscription

Active
Federal

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

Securities And Exchange CommissionView Agency

NAICS

519290 - Web Search Portals and All Other Information ServicesView NAICS

Place of Performance

Washington, DC, 20549, USA

Set-Aside

NONE

Documents

This scope was carved out of 50310226Q0222.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Financial Data Sources subscription

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Timeline

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Response Deadline

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Organization & Contact Information

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AgencySecurities And Exchange Commission
ContactsNo contacts available
OfficeN/A
Organization / Agency
Securities And Exchange Commission
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Office AddressN/A
ContactsNo contact information available

Full Description

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Supplies a searchable database of SEC filings and equity research reports for prime contractors on SEC projects. Provides images of original submissions dating back to 1968 and a full-text searchable database filterable by company, ticker, filing type, and industry. Requires historical coverage of images extending back to 1968. Delivers subscription access to the SEC Filings and Equity Research database.

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Same NAICS industry code

NAICS: 519290
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Federal
Financial Data Sources subscription
Solicitation # 50310226Q0222
The U.S. Securities and Exchange Commission (SEC) is conducting market research through a Sources Sought notice (solicitation 50310226Q0222) to identify providers for a Financial Data Sources subscription. The SEC is specifically seeking Commercial Off The Shelf (COTS) subscriptions and is not interested in solutions requiring development. The requirement encompasses three primary delivery methods: access to databases such as I/B/E/S Estimates, Insider Filing Data, Mutual Fund and 13F Ownership, and DealScan via the Wharton Research Data Services (WRDS) platform; the Lipper Hedge Fund Database delivered as compressed zip files for hosting on an SEC server; and a web-based or desktop system for real-time financial transactions and economic time series data. The scope includes specific user allocations, with 550 users for the financial transactions database, 67 for Lipper Hedge Funds, and smaller groups for WRDS-based services. Technical requirements emphasize data integrity, particularly for 13F holdings, and comprehensive documentation including data models, schemas, and table definitions. The SEC also requires the ability to make insubstantial amounts of licensed data public for academic or legal purposes, provided the contractor is cited as the source. Interested respondents must submit a package by September 16, 2026, consisting of a three-page summary cover letter, a capability description limited to 15 pages, a completed requirements matrix and questionnaire, and a price estimate covering one base year and four option years. This notice is for informational purposes only and does not constitute a formal request for proposal or a commitment to award a contract.
Securities And Exchange Commission

POSTED

4 days ago

DEADLINE

in 11 days
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