data / reference / ref.identifiers
CIK · CUSIP · FIGI mappings ref.identifiers
Point-in-time cross-identifier resolution. Symbol changes honored.
PIT · Core tier · 1996-01 → today · 98k rows
Available now.
Methodology
Every row is stamped twice. effective_ts is the date the mapping applied in the market; as_of_ts is the date we could first have known it, so a backtest replaying a past date sees the mapping that was available then, not the one that holds now. A ticker change closes the previous row and opens a new one — nothing is overwritten, so the same symbol reused by a different issuer years later never joins back onto the earlier filer. Identifiers are resolved through the SEC filings that introduced them, and each row carries the source it came from.
Schema
| Column | Type | Role |
|---|---|---|
as_of_ts | timestamp | knowledge time · UTC |
effective_ts | date | PIT key |
symbol | string | ticker in force on effective_ts |
cik | int64 | SEC filer id |
cusip | string | 9-character CUSIP |
figi | string | open FIGI |
issuer_name | string | as filed |
exchange | string | primary listing venue |
valid_from | date | mapping effective from |
valid_to | date | mapping effective to · null while current |
source | string | documented origin |
Use cases
- Join a vendor file keyed on CUSIP onto a strategy keyed on ticker.
- Rebuild an as-of universe without cross-issuer ticker reuse.
- Reconcile a delisted name's history under its final symbol.
Background
Related packages
- ref.corp.actions.splits — Share splits
- ref.corp.actions.dividends — Cash dividends
- ref.corp.actions.ma — Mergers & acquisitions
- ref.listings — Listings · delistings · halts