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Parrish Library’s database of the week (9/21/12): Morningstar Document Research

September 21st, 2012

Welcome to Database of the Week, a feature from the Roland G. Parrish Library of Management & Economics.  These weekly snapshots will give you basic information about our most relevant and beneficial online resources.

Database name:  Morningstar Document Research, from Morningstar.

Link: www.lib.purdue.edu/parrish, in the pull down Quick Access to Business Databases alpha list right below the Libraries’ search box.

Description/focus: Morningstar Document Research is a database that contains all electronically filed Securities and Exchange Commission (SEC) documents from 1994 to the present.

Start with this hint: At the Morningstar Document Research home page you can search for information about a company by entering the ticker (goog for example) or the name of the company.  When the company of interest is displayed you can choose from its SEC filings, or get other details by clicking on the links for Profile, Business Section, Quotes/Charts/News, Insider Summary, and others. You can also focus your search with filters such as geographic. Further down on the home screen, there are selections for filing news such as Corporate Changes, M&A, Delistings, and others.  See here for a short demonstration of a basic search.

Why you should know this database: An important aspect of Morningstar Document Research is the ability to search across multiple company document types for aspects such as ‘research & development’ or for some key financial element like ‘poison pill’.  Thus you could research what companies are implementing these by text-searching the entire documents, including the footnotes.

How this database can be integrated into the curriculum:  A researcher can search for not only an individual company, but can search for tendencies, activities, actions, etc. across multiple companies or groups of companies within industries.

Cost: 5 seats, paid annually by the Libraries and the Accounting and Finance areas in the Krannert School of Management.

Tags: companies, financials, government agencies, historical information, inactive companies, industries, mergers & acquisitions, mutual funds, news, public companies, SEC filings, ticker symbol

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Database of the Week comes to you from the Roland G. Parrish Library of Management & Economics. Our intent is to give you a brief introduction to a database that you may not know.  If you would like more information about this database, or if you would like a demonstration of it for a class, contact parrlib@purdue.edu.  Database of the Week is archived  at https://blogs.lib.purdue.edu/news/category/MGMT/.  For more Purdue Libraries news, follow us on Twitter (@PurdueLibraries).

If you would like us to promote your favorite database, send an email to mdugan@purdue.edu.