Basics
Content Category: Human Capital
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Equilar’s Board Services data feed allows for the assessment of the quality, track record, and decision-making patterns of executives and board members. It provides a comprehensive overview of an individual’s career history, education, biography, and affiliations to other organizations.
This 360-degree view includes:
- Compensation and incentive metrics
- Career history across public, private, and non-profit companies
- Equity transactions and future liquidity events
- Relationship strength and corporate connections
- Ethnic and gender diversity
Over 200 unique data points are provided, including additional items like: age, gender, ethnicity, LinkedIn URL, educational degrees, director committee memberships, transition dates between positions, retained auditors and audit dates, and more.
Collectively this represents the next generation of ESG, in this case, Executive, Social, and Governance data that reflects the performance and effectiveness of diverse leadership.
Packaging
The Equilar Board Services data feed is split into three packages:
This page focuses specifically on the Equilar Equity & Compensation add-on package. Click the links above for details on the core People Business Intelligence feed and the supplemental Executive & Director Relationships package.
Package-Specific Tables
| Table Name |
Table description |
| equ_director_comp |
Connection details between two individuals |
| equ_executive_comp |
A person's received annual compensation at organizations as an executive |
| equ_form_4_transaction |
A person's SEC-disclosed insider transactions |
| equ_form_4_vesting |
Vesting dates for a person's SEC-disclosed equity awards |
| equ_wealth_summary |
Summary values for a person's wealth and equity |
Data Overview
Asset Class: Public and Private Companies
Data Frequency: Daily
Delivery Frequency: Daily
History: Varies per table. For example, the equ_director_comp table contains history back to 1999, while the equ_form_4_transaction table dates back to 1975.
Data Methodology
Starting with a multitude of sources including regulatory filings, annual reports, leadership pages of corporate websites, as well as various forms of user-generated content, the data is then expanded through deriving metrics and applying calculations to the raw values before being further curated to ensure market-leading quality. All content is verified by public filings, corporate websites, or user-submitted data from the person represented by the user profile.
Raw data is first deconstructed into a proprietary database using machine-assisted and manual techniques and then run through an identification, de-duplication, and normalization process. Data from the various sources, including some calculated information, is then combined and normalized before being entered into the dataset files. A team of trained analysts reviews new and updated content to ensure accuracy and overall quality.
For a summary of foreign key field relationships and the detailed listing of which files are included in each package, see Equilar People Business Intelligence and Equilar Executive & Director Relationships.
Use Cases
Corporate Governance
- Analyze trends in executive and director compensation. Benchmark pay and calculate how well a company’s pay practices align with performance. Compare top-level pay packages against a company’s peers and identify governance outliers.
Quantitative Analysis
- Leverage insider transaction information. Track new equity grants, exercises, and stock sales of corporate insiders and map their equity movements into quantitative trading models.
Wealth Management and Fundraising
- Prepare for future vesting and money in motion events. Elevate your fundraising or wealth management by identifying key events through the upcoming vesting of equity awards and compensation changes.
The details provided above are as of August 2021.
If you have any questions or would like to learn more about any of the content mentioned above, please contact us at sales@factset.com.
Please visit the product page on the Open:FactSet Marketplace for more information: Equilar - Equity & Compensation.
