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data / reference / ref.corp.actions.dividends

Cash dividends ref.corp.actions.dividends

Cash distributions by ex-date. Declared-but-unpaid ones included.

PIT · Core tier · 2004-01 → today · 600k rows

Available now.

Methodology

A dividend is carried from the moment it is declared, with pay_date null while it is still unpaid. That matters for total-return series: a query as of a declaration date has to see the obligation, and a query as of the ex-date must not double-count a later special that was declared only after the position was opened. Ex-dates drive effective_ts because that is the date the price adjusts in the market; declaration and pay dates are carried alongside so neither has to be inferred.

Schema

ColumnTypeRole
as_of_tstimestampknowledge time · UTC
effective_tsdatePIT key · ex-date
symbolstringticker on effective_ts
cikint64SEC filer id
amountfloat64cash per share
currencystringISO 4217
declaration_tstimestampfirst public notice
record_datedateholder of record
pay_datedatenull until paid
kindstringordinary · special
sourcestringdocumented origin

Use cases

  • Build split- and dividend-adjusted total-return series.
  • Align an event study to the ex-date rather than the announcement.
  • Screen on trailing yield with specials excluded.

Background

Related packages

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