Free Float Events & Index Forecasting

AI-powered pipelines transform SEC filings into historical free float events and audit-ready datasets. Every change is fully traceable to its source filing, providing the historical free float, shares outstanding and security master data needed to model and predict potential index rebalances.

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Core datasets

A coherent view of free float, built from many linked datasets

Free float is only reliable when shares outstanding, insider ownership, and reference data agree. datawiser keeps these in sync from the source, with more datasets coming on the same underlying platform.

Free Float Events

Event-level records of excluded shares and free float factor over time. Every event links back to beneficial owners, cross-holdings, trusts, RSUs, and the underlying SEC filings.

Owner-level events from DEF 14A & Forms 3/4/5
Cross-held and restricted shares marked as excluded
Free float factor and excluded shares before & after each event

Shares Outstanding

Filing-aligned time series of shares outstanding by class, with share type and filing timestamps to support index maintenance and reconciliation.

Quarterly and annual shares outstanding by class
Share type (outstanding, treasury, and more)
Filing date, as-of date, and processing timestamps for each point

Reference Data

Security and company master built from filings and open IDs: tickers, FIGIs, LEIs, listing venue, class information, and basic company profile.

FIGI, LEI, ticker, MIC, and ticker-country
Class information (A/C, voting vs. non-voting)
Company name, address, and basic contact details

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View the 2026 roadmap

Why free float events matter

Index eligibility, shorting capacity, and risk constraints are driven by free float. Most vendors give you a single percentage; we expose the event chain behind that number: insider sales, vesting RSUs, new grants, and cross-held vehicles such as LPs, ESOPs, and foundations.

Each datawiser event ties together ownership changes, excluded shares, and the free float factor at that point in time-so you can replay the capital structure and understand exactly when and why float moved.

Methodology spotlight

See the full methodology

How we derive free float events from filings, ownership changes, and cross-holdings.

Free Float Event (simplified example)

{
  "asOf": "2026-01-14",
  "ticker": "OLP",
  "ffFactor": 0.725915,
  "excludedShares": 5920253.0759,
  "deltaShares": 135193.4589,
  "delta": {
    "diff": {
      "OLPzC085ekEKV": 3499.5849,
      "OLPzCIGfrh44P": 11600
    },
    "src": {
      "OLPzC085ekEKV": "proxystatement|2025-04-15|OLP8cIGUVTZ|OLP8cIGUVTZ->form4|2026-01-16|712770/0001214659-26-000578|OLP8c5NSMb6",
      "OLPzCIGfrh44P": "form4|2025-08-07|712770/0001214659-25-011703|OLP8ck_P8mt->form4|2026-01-16|712770/0001214659-26-000571|OLP8ciP7qZ3"
    }
  }
}

Example outputs

All datasets are delivered via a simple JSON API. Below are sample responses using the same mock data as our API documentation.

Free Float Events – Example response for OLP

{
  "ticker": "OLP",
  "securityId": "OLPzCBoCCmy",
  "events": [
    {
      "securityId": "OLPzCBoCCmy",
      "asOf": "2026-01-14",
      "sharesOut": 21600032,
      "ffFactor": 0.725915,
      "excludedShares": 5920253.0759,
      "deltaShares": 135193.4589,
      "deltaFfFactor": -0.006259,
      "isRebalanced": false,
      "components": {
        "OLPzCIGfrh44P": {
          "asOf": "2026-01-14",
          "ownerIdentityId": "OLPzCIGfrh44P",
          "name": "GOULD JEFFREY",
          "shares": 2692196.757,
          "eventMask": 224,
          "entityType": "individual",
          "deltaShares": 11600,
          "relType": "direct",
          "isOfficer": true,
          "components": [
            {
              "eventMask": 224,
              "relType": "direct",
              "shares": 390678.154,
              "deltaShares": 11600,
              "isParentEvent": true,
              "entity": "primary_event",
              "reconciled": true,
              "isCrossHolding": false
            },
            {
              "eventMask": 1248,
              "relType": "llc",
              "shares": 144,
              "deltaShares": 0,
              "natureOfOwnership": "By Georgetown Partners LLC",
              "reconciled": true,
              "isCrossHolding": true
            },
            {
              "eventMask": 3296,
              "relType": "affiliate_subsidiary",
              "shares": 13622,
              "deltaShares": 0,
              "natureOfOwnership": "By 130 Store Company",
              "reconciled": true,
              "isCrossHolding": true
            },
            {
              "eventMask": 274656,
              "relType": "foundation",
              "shares": 15151.747,
              "deltaShares": 0,
              "natureOfOwnership": "By Gould Shenfeld Family Foundation",
              "reconciled": true,
              "isCrossHolding": true
            },
            {
              "eventMask": 3296,
              "relType": "affiliate_subsidiary",
              "shares": 2272600.856,
              "deltaShares": 0,
              "natureOfOwnership": "By Gould Investors L.P.",
              "reconciled": true,
              "isCrossHolding": true
            }
          ],
          "restrictions": [
            {
              "eventMask": 128,
              "relType": "direct",
              "shares": 11600,
              "deltaShares": 0,
              "reconciled": true,
              "reason": [
                "shares: These shares were issued as restricted stock on January 14, 2026 under the issuer's 2025 Incentive Plan. Generally, subject to the reporting person's continued relationship with the issuer, the shares vest on or about January 13, 2031."
              ],
              "includedInTotal": true,
              "restrictionType": "restricted_stock"
            }
          ],
          "options": []
        }
      }
    }
  ]
}

Public data only

We build on SEC and European regulatory filings and open identifiers such as FIGI and LEI. No proprietary black boxes-just transparent, reproducible pipelines.

AI-assisted, deterministically resolved

Language models help extract structure from messy filings, but the final datasets are deterministic and auditable, with stable identifiers for companies, securities, and events.

Traceable to the source

Every event and snapshot can be traced back to filings, owners, and footnotes-making it easier to explain model behaviour and satisfy governance and oversight.

Roadmap: 2026/27

datawiser currently provides free float events, shares outstanding, and reference data. The roadmap below outlines planned extensions to the capital structure and classification stack, derived entirely from public data.

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US coverage roadmap

Rolling 2026

S&P 1500 universe available now.
US Total Market expansion targeted for Q3 2026.

Ownership matrix

New product

Available now

A company-company and entity-company ownership graph, derived from insider events, cross-holdings, and group structures. Enables deeper analysis of exposure, concentration, and effective ownership across related entities.

DWICs – datawiser Industry Codes

New product

Target Q3 2026

A GICS-style classification system derived from business descriptions, filings, and fundamentals. Sector and industry codes that align tightly with our reference and float datasets.

Description available to enterprise subscribers

DWICs 2.0

A modern alternative to legacy industry codes

New productTarget Q3 2026

A modern alternative to legacy industry codes, aligned to our reference and float datasets.

Description available to enterprise subscribers

Company Fundamentals

New product

Target Q4 2026

Consolidated company statements: total revenue, operating income, total assets, and cash flow.

Segment Fundamentals

New product

Target Q4 2026

Revenue by products and services, or by company-reported business segment. Mapped to DWICs, it becomes an aggregated version of Company Fundamentals.

ADR ratios & cross-listings

Target Q3 2026

Mapping between local shares and ADRs/ADSs, including ratios, listing venues, and share classes-essential for global float calculations. Initial focus on S&P 500 ADRs, with broader US coverage rolling out from early Q2 2026.

Dividends & distributions

New product

Target late 2026

Cash and stock dividends, splits, and other distribution events, aligned with shares outstanding and free float timelines for cleaner backtests and performance attribution.

Description available to enterprise subscribers

Corporate actions ledger

New product

Target late 2026

A machine-readable history of splits, consolidations, spin-offs, and rights issues, reconciled with shares outstanding and float datasets to provide a single source of truth for capital changes.

Description available to enterprise subscribers

Executive Comp & Governance Suite

New product

Target late 2026

Clean, time-series data on executive pay, board structure, ownership links, and governance controls, built directly from DEF 14A and related filings. Designed for rigorous cross-company comparison and downstream quantitative use.

Description available to enterprise subscribers

European markets expansion

Target late 2026

Extend coverage of the full datawiser stack into European markets - including free float events, shares outstanding, reference data, DWICs, and ownership datasets - starting with large and mid-cap indices.

APAC markets expansion

Target (early) Q1 2027

Extend coverage of all products into key APAC markets - free float events, shares outstanding, reference data, DWICs, and ownership datasets - built on the same traceable event model used for US and Europe.

Ready to integrate?

Get started with our API and bring clean, audit-ready capital structure data into your models.

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