messages listlengths 2 2 | metadata dict |
|---|---|
[
{
"role": "user",
"content": "In 2020, what was the aggregate director compensation paid to the directors of News Corp (Class A) in dollars?"
},
{
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"content": "## Aggregate Director Compensation for News Corp (Class A) - Fiscal Year 2020\n\nAccording to News Corp's **DEF 14A ... | {
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"question_type": "Numerical Reasoning",
"source_bucket": "C",
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"source_scoring": {
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"reward_std": 0,
"reward_min": 1,
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{
"role": "user",
"content": "What is the average age of the ten director nominees for Dexcom, Inc. (NASDAQ:DXCM) as of 2024?"
},
{
"role": "assistant",
"content": "The average age of the ten director nominees for Dexcom, Inc. (NASDAQ: DXCM) as of the 2024 proxy statement is **62.20 years**.\n\n... | {
"uuid": "af4f812c-7f29-5034-b3ec-e5e2cce9e6a3",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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"reward_std": 0,
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{
"role": "user",
"content": "Calculate the percentage of M. S. Sutton's 'All Other Compensation' derived from Retirement Savings Account Contributions in fiscal year 2019 for International Paper Company (NYSE:IP) per the 2020 proxy statement, and state the number of years William J. Burns had served as a d... | {
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"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
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"pass_at_1": 1,
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"... |
[
{
"role": "user",
"content": "During 2023, what was the amount of Northrop Grumman's Stock-based Compensation Expense adjustment?"
},
{
"role": "assistant",
"content": "During 2023, Northrop Grumman's Stock-based Compensation Expense adjustment was **$87 million**.\n\nThis figure appears in the ... | {
"uuid": "e1934da9-d27d-5ce6-bb30-e4142d637b79",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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[
{
"role": "user",
"content": "What was the Stock-based Compensation Expense adjustment for Deere & Company (NASDAQ: DE) in 2020?"
},
{
"role": "assistant",
"content": "The Stock-based Compensation Expense adjustment for Deere & Company (NASDAQ: DE) in 2020 was **$81 million**.\n\nThis informatio... | {
"uuid": "f47a3c84-2cc3-520a-b218-13ac11371bcb",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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[
{
"role": "user",
"content": "What was the non-GAAP earnings per share reported by PepsiCo, Inc. (NASDAQ:PEP) for the quarter ended April 26, 2022?"
},
{
"role": "assistant",
"content": "## Answer\n\nPepsiCo, Inc. (NASDAQ: PEP) reported a **non-GAAP (core) diluted earnings per share of $1.29** f... | {
"uuid": "349f46d8-c863-57a8-b073-787ab9f94698",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
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"pass_at_1": 1,
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[
{
"role": "user",
"content": "How did the operating margin of HP Inc. (NYSE: HPQ) differ in basis points between fiscal year 2019 and fiscal year 2022?"
},
{
"role": "assistant",
"content": "The operating margin of HP Inc. (NYSE: HPQ) increased by 82.58 basis points from fiscal year 2019 to fisc... | {
"uuid": "2ced2bf9-cd61-5a12-9dea-8a295a293f0c",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
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"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the compound annual growth rate of C.H. Robinson's revenue over the period 2020 to 2022?"
},
{
"role": "assistant",
"content": "The compound annual growth rate (CAGR) of C.H. Robinson's revenue over the period 2020 to 2022 is **23.44%**.\n\n**Calculation:**\... | {
"uuid": "974081f0-83fc-5632-b4ec-089b79896922",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the combined Segment Profit margin for the Contract Sales & Medical Solutions segment of IQVIA Holdings Inc. (NYSE: IQV) for the three months ended September 30, 2022, as reported in the period with no changes in internal control over financial reporting?"
},
{
... | {
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"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "How much did Altria pay its directors in total compensation in 2021?"
},
{
"role": "assistant",
"content": "According to Altria's 2022 Proxy Statement (DEF 14A, filed April 7, 2022), the total compensation paid to Altria's non-employee directors in fiscal year 2021 ... | {
"uuid": "da22f1b1-e26d-51a6-9b32-55eb9a0edd8b",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What percentage of the total notional amount of derivatives for The Boeing Company (NYSE:BA) as of June 30, 2022 was designated as hedging instruments?"
},
{
"role": "assistant",
"content": "As of June 30, 2022, **68.39%** of The Boeing Company's total notional amou... | {
"uuid": "fb384008-a2f5-5ec4-80d9-6873f082c1e0",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "If NXP Semiconductors N.V. (NASDAQ: NXPI) utilized the full $1,500 million borrowing capacity disclosed in fiscal year 2020, how many times larger is this amount compared to the $18 million net asset related to foreign currency forward contracts reported at December 31, 2020?"
... | {
"uuid": "a56ad9b2-53ac-5afb-aea1-028c5b2f49d1",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
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"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the total annual interest expense in dollars for Duke Energy Corporation (NYSE:DUK) on the $500 million Senior Notes issued in May 2020, and what percentage safety penalty was applied to executive compensation in 2019?"
},
{
"role": "assistant",
"content": "... | {
"uuid": "71e6473c-f195-5eef-a758-3e23c550b08d",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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"reward_std": 0,
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"... |
[
{
"role": "user",
"content": "What is the highest possible share dilution from Apple Inc.'s convertible notes outstanding on 12/31/2021?"
},
{
"role": "assistant",
"content": "Based on my comprehensive review of Apple Inc.'s SEC filings from 2010 through 2022, including multiple 10-K annual repo... | {
"uuid": "5175b388-cfbc-5ae5-9ad1-a9d19c55de6c",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
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"reward_min": 1,
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"p... |
[
{
"role": "user",
"content": "If International Flavors & Fragrances increases its revenue at a 30% CAGR and its gross margin shrinks by 500 basis points from the end of 2019, what will its gross profit be in 2021, rounded to the nearest million?"
},
{
"role": "assistant",
"content": "To calculat... | {
"uuid": "72e08a9f-cb27-59e2-b914-f722220f0f29",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
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"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What is the compound annual growth rate of Agilent Technologies' revenue over the two-year period ending in 2024, starting from 2022?"
},
{
"role": "assistant",
"content": "The compound annual growth rate (CAGR) of Agilent Technologies' revenue over the two-year per... | {
"uuid": "d6d8c91e-f97b-518f-93e1-3ad5a81b4b64",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the aggregate director pay (in dollars) awarded to Synopsys directors during 2020?"
},
{
"role": "assistant",
"content": "## Aggregate Director Pay for Synopsys, Inc. (Fiscal Year 2020)\n\nThe aggregate director pay awarded to Synopsys (SNPS) directors duri... | {
"uuid": "71bc2471-d101-54ce-b5cf-4efca01c8573",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the year-over-year percentage growth in operating income for Monster Beverage Corporation (NASDAQ:MNST) from the fiscal year ended December 31, 2022 to the fiscal year ended December 31, 2023?"
},
{
"role": "assistant",
"content": "## Year-over-Year Operati... | {
"uuid": "7a01e441-c271-5ff7-be8a-25d95a77d95c",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the percentage increase in authorized shares proposed for Bio-Techne Corporation (NASDAQ: TECH) in fiscal year 2022, and how does this compare to the percentage of net after-tax shares required to be retained by executives of Bank of America (NYSE: BAC) in fiscal year 2... | {
"uuid": "515e0e88-3e82-5107-9e21-69a040b86d43",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Did Huntington Bancshares Incorporated (NASDAQ:HBAN) exceed its full-year 2018 Return on Tangible Common Equity (ROTCE) long-term goal range of 13% to 15%? Express as basis points difference from the midpoint."
},
{
"role": "assistant",
"content": "## Answer: Yes — ... | {
"uuid": "979e7942-9352-5713-af27-78003ef27a72",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "What is the consistent day and month used for the evaluation of disclosure controls and procedures by The J.M. Smucker Company (NYSE:SJM) across fiscal years 2023, 2024, and 2025?"
},
{
"role": "assistant",
"content": "The consistent day and month used for the evalu... | {
"uuid": "1b0675c2-a58e-5bb9-bee3-3f31782ddb6c",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "How did Quest Diagnostics (NYSE:DGX)'s 2022-2024 Performance Share payout percentage compare to the 100% target? Express as % BEAT or MISS."
},
{
"role": "assistant",
"content": "Quest Diagnostics (NYSE:DGX)'s 2022-2024 Performance Share payout percentage was **157%... | {
"uuid": "fe84e888-6419-5466-9a06-ec0f49bc639d",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "Did Broadcom Inc. (NASDAQ:AVGO) beat or miss its Fiscal 2023 APB Plan Revenue target of $36,000 million? Express the variance as a percentage."
},
{
"role": "assistant",
"content": "## Broadcom Inc. (AVGO) Fiscal 2023 APB Plan Revenue Performance\n\nBroadcom **misse... | {
"uuid": "5e8c5ab3-d4b5-5f88-9306-1c4a7a663bed",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "How did Cintas Corporation (NYSE:CTAS) Fiscal 2023 reported diluted EPS compare to the $12.95 maximum achievement level in its executive compensation plan? Express as dollar beat or miss."
},
{
"role": "assistant",
"content": "Cintas Corporation's Fiscal 2023 report... | {
"uuid": "5caa0b03-e54f-5f5c-8c2b-865663caa5da",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "Determine the total value of compensation reduced for Alan B. Miller as Executive Chairman of Universal Health Services, Inc. (NYSE:UHS) from 2021 to 2022, and express this as a percentage of his 2021 total compensation."
},
{
"role": "assistant",
"content": "## Ana... | {
"uuid": "919d87b8-4ff3-5096-b86d-7ee384606f0d",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "In 2021, what was the aggregate director compensation paid by Palo Alto Networks, expressed in dollars?"
},
{
"role": "assistant",
"content": "In fiscal year 2021 (year ended July 31, 2021), the aggregate director compensation paid by Palo Alto Networks was **$4,166... | {
"uuid": "bbfa695d-bc39-5cea-b5fd-001936953123",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
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{
"role": "user",
"content": "What is the difference in basis points between the coupon rate of the notes issued by Globe Life Inc. (NYSE: GL) in August 2024 and the initial coupon rate of the notes issued by Prudential Financial, Inc. (NYSE: PRU) in March 2024?"
},
{
"role": "assistant",
"conte... | {
"uuid": "b8fd7a27-c4ad-52a4-ad34-e5f55bf825c1",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
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{
"role": "user",
"content": "What was the effective tax rate for Coinbase Global, Inc. (NASDAQ:COIN) for the three months ended March 31, 2024, calculated as Provision for income taxes divided by Income before income taxes?"
},
{
"role": "assistant",
"content": "## Effective Tax Rate for Coinba... | {
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"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
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"role": "user",
"content": "How did the adjusted net income of Genuine Parts Company (NYSE:GPC) for the six months ended June 30, 2019 compare to the prior year period on a percentage basis, as disclosed in the report dated August 9, 2019?"
},
{
"role": "assistant",
"content": "**Answer:** The... | {
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"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
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"role": "user",
"content": "Did Federal Realty Investment Trust (NYSE:FRT) beat or miss its 15% FFO Multiple Premium target for the 2022-2024 long-term incentive performance period? Express as beat or miss."
},
{
"role": "assistant",
"content": "**Beat.**\n\nFederal Realty Investment Trust (NY... | {
"uuid": "056cb6e2-7eeb-5d58-9238-a4be4867ac9d",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
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{
"role": "user",
"content": "Did PayPal Holdings, Inc. (NASDAQ:PYPL) exceed the Maximum FX-Neutral Revenue CAGR threshold of 18% required for a 200% payout on the 2017-2019 PBRSUs? Quantify the difference between the actual 2017-2019 CAGR and this maximum threshold."
},
{
"role": "assistant",
"... | {
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"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
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"content": "What was the total value of amortization of intangible assets, including inventory step-up, added back to net income to calculate operating cash flow for Skyworks Solutions (NASDAQ:SWKS) for the fiscal year ended September 29, 2023?"
},
{
"role": "assistant",
"conte... | {
"uuid": "bd0c70b2-dcae-54d9-8b21-ab993870c3f0",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
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"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
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{
"role": "user",
"content": "In 2021, what was the aggregate director compensation paid to Broadcom's board members, expressed in dollars?"
},
{
"role": "assistant",
"content": "In fiscal year 2021, the aggregate director compensation paid to Broadcom Inc.'s board members (non-employee director... | {
"uuid": "dfbd3245-b5a4-5b10-8107-800bfd7660d9",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
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"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Based on the cash and cash equivalents at the end of the period and the cash used for acquisitions in the first quarter of 2023, how many similar-sized acquisitions could Teledyne Technologies Incorporated (NYSE:TDY) fund without external financing?"
},
{
"role": "assis... | {
"uuid": "06dc60fd-3b4c-5361-b2af-46460d83aa60",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What is the inventory turnover ratio for Roper Technologies in fiscal year 2020?"
},
{
"role": "assistant",
"content": "## Roper Technologies - Inventory Turnover Ratio (FY2020)\n\nThe inventory turnover ratio for Roper Technologies in fiscal year 2020 is **10.00**.... | {
"uuid": "059e794b-7032-51a6-91b7-b960995c4c31",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the amount of impairment of intangible assets that reduced Operating Income for Allegion plc (NYSE:ALLE) in the fiscal year ended December 31, 2023?"
},
{
"role": "assistant",
"content": "For the fiscal year ended December 31, 2023, Allegion plc (NYSE: ALLE... | {
"uuid": "19744b8d-9ea0-52cb-8b77-8d1f00e554db",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "Calculate the annual interest payment per $1 million of principal for the 4.500% Notes due 2028 listed in the 2020 S-1 Registration Statement of Amcor plc (NYSE:AMCR), and determine how many millions of this specific debt could be fully serviced by the $1.2 billion cash flow re... | {
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"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What was the free cash flow for Teledyne Technologies Incorporated (NYSE:TDY) for the three months ended April 2, 2023, calculated by subtracting purchases of property, plant and equipment and purchase of businesses from net cash provided by operating activities?"
},
{
... | {
"uuid": "67c038bc-b227-5d04-8252-56558c763d81",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the total gross proceeds generated from the unregistered sale of equity securities by Regency Centers Corporation (NYSE:REG) on July 23, 2025, based on the unit count and price provided?"
},
{
"role": "assistant",
"content": "## Total Gross Proceeds from the... | {
"uuid": "a268c768-284d-524e-9d85-b483c644293a",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "In 2022, how much did Aptiv adjust its Stock-based Compensation Expense?"
},
{
"role": "assistant",
"content": "Based on my analysis of Aptiv PLC's 2022 Form 10-K filing (filed February 8, 2023), the Stock-based Compensation Expense for 2022 was **$86 million**.\n\n... | {
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"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "If Craig Vosburg's base salary was increased to $775,000 by Mastercard (NYSE: MA) effective April 9, 2024, what is the total dollar value of his annual incentive award opportunity at 135% of base salary?"
},
{
"role": "assistant",
"content": "## Answer\n\nCraig Vosb... | {
"uuid": "33d68848-471e-5ac9-99ab-9eea089c1781",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Calculate the total value of acquisitions, net of cash acquired, paid in cash by AppLovin Corporation (NASDAQ:APP) during the nine months ended September 30, 2021, as reported in the investing activities section."
},
{
"role": "assistant",
"content": "## Answer\n\nT... | {
"uuid": "4132ecfe-f5b3-520b-9f20-e499bf06959f",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Determine the inventory turnover for Builders FirstSource during FY2022."
},
{
"role": "assistant",
"content": "## Inventory Turnover for Builders FirstSource - FY2022\n\n### Data Extracted from the FY2022 10-K:\n\n| Metric | Value (in thousands) |\n|---|---|\n| Cos... | {
"uuid": "675975cb-5ea8-5a76-a6c8-f940618a3d8a",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "How did Cintas Corporation's (NASDAQ:CTAS) Fiscal 2020 Diluted EPS from continuing operations compare to the Threshold EPS Goal of $7.93 established for the Annual Cash Incentive Plan? Express as dollar difference."
},
{
"role": "assistant",
"content": "## Answer\n\... | {
"uuid": "66227795-5bd0-59ab-9897-2c0df84798c8",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "Calculate the Free Cash Flow for Archer-Daniels-Midland Company (NYSE:ADM) for the six months ended June 30, 2023, defined as Net Cash Provided by Operating Activities minus Capital Expenditures."
},
{
"role": "assistant",
"content": "## Free Cash Flow for Archer-Da... | {
"uuid": "bac522d4-6aa3-5a4e-a0cd-5722d3cf6067",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "Calculate the increase in Robert A. Iger's age between the disclosures in the The Walt Disney Company (NYSE:DIS) fiscal year 2022 10-K and the fiscal year 2023 10-K."
},
{
"role": "assistant",
"content": "The increase in Robert A. Iger's age between the disclosures ... | {
"uuid": "a1daf919-55e4-5edd-bab8-0570d90782f9",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Determine the two-year revenue growth rate for Newmont from 2019 to 2021."
},
{
"role": "assistant",
"content": "## Newmont (NEM) Two-Year Revenue Growth Rate: 2019 to 2021\n\n**Revenue Figures (in millions USD):**\n- Fiscal Year 2019: **$9,740 million**\n- Fiscal Y... | {
"uuid": "86a6648a-11ea-5ae6-9ac3-65928d8bbbcf",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Calculate the percentage of votes cast 'For' the executive compensation advisory vote for Palantir Technologies Inc. (NYSE:PLTR) on June 6, 2023, compared to the percentage of votes cast 'For' the advisory compensation proposal for Kenvue Inc. (NYSE:KVUE) on January 29, 2026, b... | {
"uuid": "b7ac6b29-4c33-57f9-bbbd-52259f23f5cc",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the aggregate director compensation paid by Cisco in 2024?"
},
{
"role": "assistant",
"content": "## Aggregate Director Compensation Paid by Cisco in Fiscal 2024\n\nThe aggregate director compensation paid by Cisco Systems, Inc. to its non-employee director... | {
"uuid": "6927b37a-4da8-5767-9334-ab998bbeac67",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Calculate the total number of shares beneficially owned by Milton Cooper and Conor C. Flynn in Kimco Realty Corporation (NYSE:KIM) as of March 4, 2025, and compare this sum to the total shares owned by Jennifer L. Honeycutt and Walter G. Lohr, Jr. in Veralto Corporation (NYSE:V... | {
"uuid": "2c93dc70-95c3-56c9-97ed-440ec1296fee",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the compound annual growth rate of ExxonMobil's revenue over the period from 2018 to 2020?"
},
{
"role": "assistant",
"content": "## Compound Annual Growth Rate (CAGR) Calculation for ExxonMobil Revenue (2018-2020)\n\n### Revenue Data Extracted from SEC 10-K... | {
"uuid": "7e260bab-69ca-58a5-ac6d-cdc585c8ef8f",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the total number of shares underlying the option for all unvested tranches ($240 to $400 per share) of the 2020 CEO Performance Award for Coinbase Global, Inc. (NASDAQ:COIN) as listed in the 2023 DEF 14A?"
},
{
"role": "assistant",
"content": "The total numb... | {
"uuid": "7d1e9cf6-9390-5e3b-a63f-1e85d8703379",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the time lag in days between original Form 4 filing and Form 4/A amendment for AvalonBay Communities, Inc. (NYSE:AVB) in 2022?"
},
{
"role": "assistant",
"content": "The time lag between the original Form 4 filing and the Form 4/A amendment for AvalonBay Co... | {
"uuid": "fb925760-7ed3-54c8-a616-4b5c8c79cac9",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the weighted average spread to treasury across all tranches issued by Principal Financial Group, Inc. (NYSE:PFG) on March 6, 2023 compared to the single tranche spread of The Estée Lauder Companies Inc. (NYSE:EL) on April 7, 2020?"
},
{
"role": "assistant",
... | {
"uuid": "a9b7c223-bc67-5886-81ac-bb75ecb63d8c",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "Can you provide the 2023 adjustment figure for Broadcom's Stock-based Compensation Expense?"
},
{
"role": "assistant",
"content": "Based on Broadcom's 2023 10-K filing (fiscal year ended October 29, 2023), the 2023 adjustment figure for Stock-based Compensation Expe... | {
"uuid": "92fc7994-ab5d-55c6-b83f-734c4072d44b",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "Did Air Products and Chemicals, Inc. (NYSE:APD) meet the 30th percentile TSR rank threshold required for a minimum payout on its fiscal 2021-2023 performance share awards as reported in the fiscal 2024 proxy? Express as percentile point difference."
},
{
"role": "assist... | {
"uuid": "65acc06e-9e70-553d-9e8f-515676308858",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "If Viatris Inc. (NYSE:VTRS) refinanced its $257 million floating rate debt at a rate 2% higher than the current average as of December 31, 2024, what would be the projected annual interest expense increase?"
},
{
"role": "assistant",
"content": "## Answer\n\nThe pro... | {
"uuid": "3be3d60d-47f8-5f75-b611-afba619e05ee",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Did ResMed Inc. (NYSE:RMD) beat or miss its Fiscal Year 2019 adjusted net sales goal of $2,523.4 million as disclosed in its 2019 Proxy Statement? Express the result as a percentage beat or miss."
},
{
"role": "assistant",
"content": "ResMed Inc. (NYSE:RMD) **beat**... | {
"uuid": "58aa2d56-5fd2-5453-a1f2-f16b8f1a6727",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "Calculate the 2‑year revenue CAGR for Sherwin‑Williams between 2018 and 2020."
},
{
"role": "assistant",
"content": "## Sherwin-Williams (SHW) 2-Year Revenue CAGR: 2018–2020\n\n### Revenue Data (from 10-K filings)\n\n| Year | Net Sales ($ millions) | Source |\n|----... | {
"uuid": "c519129a-d64e-5548-b46f-d446308855c0",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Calculate the total underwriting discount in dollars for the offerings by Globe Life Inc. (NYSE: GL) in August 2024 and Prudential Financial, Inc. (NYSE: PRU) in March 2024 combined."
},
{
"role": "assistant",
"content": "## Answer: Total Combined Underwriting Disco... | {
"uuid": "9741465b-1041-56c5-a09f-c33e46fe0a9c",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "Calculate the pro-forma Total Stockholders' Equity for Huntington Ingalls Industries, Inc. (NYSE:HII) as of June 30, 2024, assuming a 10% reduction in Retained Earnings, and compare this to the actual Total Stockholders' Equity reported by Ross Stores, Inc. (NASDAQ:ROST) as of ... | {
"uuid": "64efe0bb-af91-547e-b399-93b5dba44cfb",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "How did NiSource Inc. (NYSE:NI) actual three-year cumulative NOEPS for the 2020-2022 performance cycle compare to the stretch goal of $4.47 established in 2020? Express as beat or miss and dollar difference."
},
{
"role": "assistant",
"content": "## Answer\n\nNiSour... | {
"uuid": "3a909424-cc23-5513-b8f3-849d5cb633e2",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "What is the percentage appreciation in News Corp (NASDAQ:NWS) Class A Common Stock implied by the difference in disposition prices between Ana Paula Pessoa's April 12, 2023 transaction and Natalie Bancroft's October 1, 2024 transaction?"
},
{
"role": "assistant",
"c... | {
"uuid": "0e1ed29a-6763-5623-add7-b38b8ba61f0c",
"question_type": "Market Analysis",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass... |
[
{
"role": "user",
"content": "What is the total potential cash compensation liability for Douglas Peterson under the Senior Advisor Agreement with S&P Global Inc. (NYSE:SPGI) for the 2025 fiscal year including base salary and target bonus?"
},
{
"role": "assistant",
"content": "## Douglas Peters... | {
"uuid": "be5cec4a-5bc8-5f28-a174-def6c2a67bea",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "If the stock-based compensation expense for Palantir Technologies Inc. (NYSE:PLTR) continues at the same run rate observed in the three months ended June 30, 2021, what would be the projected annual impact on operating loss for fiscal year 2021?"
},
{
"role": "assistant... | {
"uuid": "116b2491-350d-5c00-835f-37088625942b",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What is the compound annual growth rate of Labcorp's revenue over the period from 2019 to 2021?"
},
{
"role": "assistant",
"content": "The compound annual growth rate (CAGR) of Labcorp's revenue from 2019 to 2021 is **18.12%**.\n\n**Calculation:**\n\nRevenue figures... | {
"uuid": "b5c232a2-6d25-5464-8aa5-3c32b3b90165",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the implied fair value sensitivity per basis point for Fortive Corporation (NYSE:FTV)'s fixed-rate long-term debt as of December 31, 2023, given a 100 basis point increase decreases value by $78 million?"
},
{
"role": "assistant",
"content": "## Implied Fair... | {
"uuid": "88328784-29cb-5f0b-960a-3fa924c99513",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What was the unfavorable foreign exchange impact in millions on net revenues for eBay Inc. (NASDAQ:EBAY) in Q1 2025, and which executive officer role was expanded to include additional engineering responsibilities in April 2025?"
},
{
"role": "assistant",
"content":... | {
"uuid": "cb19b7db-55a1-56b9-b418-4a016f766561",
"question_type": "Market Analysis",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass... |
[
{
"role": "user",
"content": "Does the compensation plan for Zimmer Biomet Holdings, Inc. (NYSE:ZBH) utilize GAAP or Non-GAAP metrics for determining PRSU vesting in the 2023 fiscal year?"
},
{
"role": "assistant",
"content": "**Answer: Zimmer Biomet Holdings, Inc. (NYSE: ZBH) utilizes Non-GAAP ... | {
"uuid": "5dbf6ba2-3b3c-5451-881b-b32ea58c30da",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "What was the achievement percentage for Equinix, Inc. (NASDAQ:EQIX) named executive officers under the 2021 performance-based RSUs based on revenue and AFFO/Share metrics relative to the target, as disclosed in the 2022 Proxy Statement? Express as % BEAT or MISS."
},
{
... | {
"uuid": "ec82e765-4be9-5328-9ed8-7f44d986d3f7",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "What is the compound annual growth rate of Jabil's revenue over the two-year span from 2021 to 2023?"
},
{
"role": "assistant",
"content": "The compound annual growth rate (CAGR) of Jabil's revenue over the two-year span from fiscal year 2021 to fiscal year 2023 is ... | {
"uuid": "d867a044-da6a-5395-a117-0f01c1d9ac4f",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Did Expeditors International of Washington, Inc. (NASDAQ:EXPD) beat or miss its Target Cumulative EPS Growth goal of $4.46 for the 2021 PSU performance period ending December 31, 2023? Express as dollar difference."
},
{
"role": "assistant",
"content": "## Answer: E... | {
"uuid": "89faef92-db71-5246-a0d0-def782ae7dba",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "What was the total dollar amount of director compensation distributed to Tyson Foods' directors during 2020?"
},
{
"role": "assistant",
"content": "The total dollar amount of director compensation distributed to Tyson Foods' directors during fiscal year 2020 was **$... | {
"uuid": "312ed85e-4694-5602-8629-cf87d402a678",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What Return on Average Funds Employed gateway threshold must Amcor plc (NYSE:AMCR) meet for the earnings-based portion of Long-Term Incentive awards granted in fiscal year 2023 to vest?"
},
{
"role": "assistant",
"content": "## Answer\n\nThe Return on Average Funds ... | {
"uuid": "473cff04-e64a-5bca-b728-dfc623a87549",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What is the total amount of variation margin held from exchanges included in collateral for Constellation Energy Corporation (NASDAQ:CEG) as of March 31, 2022?"
},
{
"role": "assistant",
"content": "As of March 31, 2022, the total amount of variation margin held fro... | {
"uuid": "ae646258-c277-5191-b86e-5741b4d8cfb4",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "What is the revenue CAGR for GoDaddy between 2021 and 2023?"
},
{
"role": "assistant",
"content": "The revenue CAGR for GoDaddy between 2021 and 2023 is **5.59%**.\n\n**Calculation:**\n\nTo calculate the Compound Annual Growth Rate (CAGR), I used the following formu... | {
"uuid": "43a7cedb-edf4-52ba-a810-b84ed2324e0d",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Based on the weighted average shares outstanding, what was the impact of dilutive common share equivalents on the share count for Steel Dynamics, Inc. (NASDAQ:STLD) for the quarter ended March 31, 2022?"
},
{
"role": "assistant",
"content": "Based on Steel Dynamics,... | {
"uuid": "8e973927-fc43-56ee-95db-71fd63f7ed9d",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "What was the difference in Diluted earnings per share between the third quarter of fiscal 2023 and the third quarter of fiscal 2024 for Conagra Brands, Inc. (NYSE:CAG)?"
},
{
"role": "assistant",
"content": "## Diluted Earnings Per Share - Conagra Brands, Inc. (NYSE... | {
"uuid": "6682eb01-b0d7-53a2-82da-7c8d01c99388",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the average price per share paid for common stock repurchases by Workday, Inc. (NASDAQ:WDAY) during the three months ended July 31, 2024?"
},
{
"role": "assistant",
"content": "The average price per share paid for common stock repurchases by Workday, Inc. (... | {
"uuid": "1b2eb42c-ee53-5ee0-a2b2-3a0c3edb6723",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Did Danaher Corporation (NYSE:DHR) meet its fiscal 2024 capital expenditure guidance from the 2023 10-K, which stated CapEx would be at similar levels as the past three years? Express as percentage difference from the 2023 CapEx level."
},
{
"role": "assistant",
"co... | {
"uuid": "da0cf839-fe9b-5f34-a5ff-f41c6049d19e",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "What is the difference between GAAP Operating Income and Adjusted Operating Income (AOI) for Live Nation Entertainment, Inc. (NYSE:LYV) for the three months ended March 31, 2024?"
},
{
"role": "assistant",
"content": "## Live Nation Entertainment (LYV) – Q1 2024: GA... | {
"uuid": "8acf4800-8657-542c-b54a-f31615f9389b",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "What is the inventory turnover ratio for Generac during fiscal year 2024?"
},
{
"role": "assistant",
"content": "The inventory turnover ratio for Generac Holdings Inc. during fiscal year 2024 is **2.39**.\n\n**Calculation:**\n\nThe inventory turnover ratio is calcul... | {
"uuid": "4d5b9762-ee54-5ac2-9f01-daad0b42693d",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What is the difference in days between the transaction date and the signature date for the McDonald's Corporation (NYSE:MCD) and Keurig Dr Pepper Inc. (NASDAQ:KDP) Form 4/A filings respectively?"
},
{
"role": "assistant",
"content": "Based on the most recent Form 4/... | {
"uuid": "00e2c826-a1fc-5733-b8b5-bbad0ddfe38e",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Did Cintas Corporation (NYSE:CTAS) meet the threshold sales growth goal of 4.72% for Fiscal 2020?"
},
{
"role": "assistant",
"content": "## Answer: No, Cintas Corporation did NOT meet the 4.72% threshold sales growth goal for Fiscal 2020.\n\n### Calculation\n\nBased... | {
"uuid": "bc2662c3-d3d1-5a8c-8d73-66a4e24275fd",
"question_type": "Beat or Miss",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at... |
[
{
"role": "user",
"content": "In 2021, what was the aggregate amount of director compensation paid to PepsiCo's directors?"
},
{
"role": "assistant",
"content": "## Answer\n\nThe aggregate amount of director compensation paid to PepsiCo's non-employee directors in fiscal year 2021 was **$4,422,0... | {
"uuid": "857de435-fa98-578b-84ac-64910f743d1c",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Determine the 2-year revenue CAGR for Cisco from 2020 through 2022."
},
{
"role": "assistant",
"content": "## 2-Year Revenue CAGR for Cisco (2020-2022)\n\n### Revenue Data Extracted:\n- **Fiscal Year 2020 Revenue**: $49,301 million (from 10-K filing dated 2020-09-03... | {
"uuid": "28248f2b-62d3-51bb-9bdf-00b9b3dd63d3",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Calculate the total Asset Impairment, Exit, and Restructuring Costs for the three months ended June 30, 2023, for Archer-Daniels-Midland Company (NYSE:ADM) based on the provided notes."
},
{
"role": "assistant",
"content": "**Total Asset Impairment, Exit, and Restru... | {
"uuid": "d76a73d3-4a1c-5d67-9220-8ea1df106068",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the Stock-based Compensation Expense adjustment for Linde plc in 2021?"
},
{
"role": "assistant",
"content": "The Stock-based Compensation Expense adjustment for Linde plc in 2021 was **$128 million**.\n\nThis amount is confirmed in multiple sections of Lin... | {
"uuid": "1eff9fb7-9382-5536-859e-4339e1d12c7c",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
[
{
"role": "user",
"content": "Estimate the diluted earnings per share for Parker-Hannifin (NYSE:PH) for the quarter ended March 31, 2020, using the net income from the equity table and implied share count from dividends, and compare this metric to the reported diluted net income per share for Autodesk (NASD... | {
"uuid": "49ee4aed-639a-570f-a3c8-0999cd117797",
"question_type": "Financial Modeling",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"p... |
[
{
"role": "user",
"content": "Calculate the annual interest expense in Euros generated by the Public Storage (NYSE:PSA) 0.500% Senior Notes issued in September 2021 and state the total number of derivative securities transactions reported by CFO Tom Boyle in the Section 16(a) ownership statement for the tra... | {
"uuid": "ee10bb2a-c245-5a59-b998-fdb19cc0a37a",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "What was the dividend payout ratio for Packaging Corporation of America (NYSE:PKG) for the fiscal year ended December 31, 2022, calculated as Dividends declared per common share divided by Diluted Earnings Per Share?"
},
{
"role": "assistant",
"content": "The divide... | {
"uuid": "02ab51ea-81e4-5367-b60f-ca9d1b9d5300",
"question_type": "Numerical Reasoning",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"... |
[
{
"role": "user",
"content": "Can you provide the 2021 Stock-based Compensation Expense adjustment figure for Linde plc?"
},
{
"role": "assistant",
"content": "The 2021 Stock-based Compensation Expense adjustment figure for Linde plc is **$128 million**.\n\nThis figure is confirmed in multiple l... | {
"uuid": "ad51a1f1-ae14-54a9-a0a3-011a8f826420",
"question_type": "Adjustments",
"source_bucket": "C",
"source_current_date": null,
"source_scoring": {
"avg_reward": 1,
"reward_std": 0,
"reward_min": 1,
"reward_max": 1,
"pass_at_1": 1,
"pass_at_2": 1,
"pass_at_3": 1,
"pass_at_... |
Dataset Description:
This dataset contains 7,878 multi-turn tool-calling examples for training financial reasoning agents. It covers Numerical Reasoning, Financial Modeling, Market Analysis, Adjustments, and Beat-or-Miss questions grounded in public SEC filings. This dataset is ready for commercial or non-commercial uses.
Dataset Owner(s):
NVIDIA Corporation
Dataset Creation Date:
Created on: July 15, 2026
Last Modified on: August 5, 2026
Versioning:
v2.0
Previous Version(s): v1.0
Relationship to Previous Version(s): Replacement - v2.0 separates the SFT-specific data from the RL data. The RL subset is released separately as finance_rl_agentic_tool-calling_dataset_based_on_vals_v1_finance_benchmark v1.0.
License/Terms of Use:
Use of this dataset is governed by OpenMDW-1.1.
Intended Usage:
This dataset is intended for researchers and developers post-training large language models with SFT learning using the NeMo RL recipes and the NeMo Gym agent framework. See the Nemotron-3-Ultra training guide for end-to-end instructions.
Dataset Characterization
Data Collection Method
Synthetic. Questions were generated from public VALS-informed seeds using template-based and relational document-grounded SDG over public SEC filings.
For each question, eight agent trajectories were generated using DeepSeek-V4-Pro (seeds 0–3) and Qwen3.5-397B-A17B (seeds 4–7). Qwen3-235B-A22B-Instruct-2507 filtered unanswerable questions and selected the best answer through GenSelect. The trajectory producing the selected answer was retained as the SFT target. Trajectories use sec_filing_search, parse_html_page, and retrieve_information to interact with SEC EDGAR data. The dataset contains 7,878 examples covering Numerical Reasoning, Financial Modeling, Adjustments, Beat-or-Miss, and Market Analysis.
Labeling Method
Synthetic - Model-generated question and answer pairs
Dataset Format
Modality: Text
Format: JSONL
Structure: Text + Metadata
Dataset Quantification
| Subset | Description | Samples |
|---|---|---|
| A | Unsuccessful in all four profiling attempts | 7,350 |
| C | Successful in all four profiling attempts | 528 |
| Total | 7,878 |
| Category | Samples |
|---|---|
| Numerical Reasoning | 2,571 |
| Financial Modeling | 1,560 |
| Adjustments | 1,353 |
| Beat or Miss | 1,342 |
| Market Analysis | 1,052 |
| Total | 7,878 |
Record Count: 7,878 records (text/JSONL rows; no images, video or audio)
Feature Count: 2 top-level features per record
Features:
- messages: multi-turn tool-calling conversation (SFT target)
- metadata: record ID, question type and source information
Total Data Storage: 28.05 MB (28,047,689 bytes)
Reference(s):
Ethical Considerations:
NVIDIA believes Trustworthy AI is a shared responsibility and we have established policies and practices to enable development for a wide array of AI applications. Developers should work with their internal developer teams to ensure this dataset meets requirements for the relevant industry and use case and addresses unforeseen product misuse.
Please report quality, risk, security vulnerabilities or NVIDIA AI Concerns here.
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