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Add SEC 10-K to release notes
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zaneselvans committed Feb 6, 2025
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Expand Up @@ -3,9 +3,38 @@ PUDL Release Notes
=======================================================================================

---------------------------------------------------------------------------------------
v2024.XX.x (2024-MM-DD)
v2025.XX.x (2025-MM-DD)
---------------------------------------------------------------------------------------

New Data
^^^^^^^^

SEC Form 10-K Parent-Subsidiary Ownership
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

* We have added some new tables describing the parent-subsidary company ownership
relationships reported in the
`SEC's Form 10-K <https://en.wikipedia.org/wiki/Form_10-K>`__, Exhibit 21
"Subsidiaries of the Registrant". Where possible these tables link the SEC filers or
their subsidiary companies to the corresponding EIA utilities. This work was funded
by
`a grant from the Mozilla Foundation <https://catalyst.coop/2024/02/15/beating-utility-ownership-shell-game/>`__.
Most of the ML models and data preparation took place in the `mozilla-sec-eia
repository <https://github.com/catalyst-cooperative/mozilla-sec-eia>`__ separate from
the main PUDL ETL, as it requires processing hundreds of thousands of PDFs and the
deployment of some ML experiment tracking infrastructure. The new tables are handed
off as nearly finished products to the PUDL ETL pipeline. **Note that these are
preliminary, experimental data products and are known to be incomplete and to contain
errors.** Extracting data tables from unstructured PDFs and the SEC to EIA record
linkage are necessarily probabalistic processes.
* See PRs :pr:`4026,4031,4035,4046,4048,4050` and check out the table descriptions in
the PUDL data dictionary:

* :ref:`out_sec10k__parents_and_subsidiaries`
* :ref:`core_sec10k__quarterly_filings`
* :ref:`core_sec10k__quarterly_exhibit_21_company_ownership`
* :ref:`core_sec10k__quarterly_company_information`

New Data Coverage
^^^^^^^^^^^^^^^^^

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