Finance

Registered Users: click on the Access Database button above 
New Users: click here to register 

Use of Workspace for Students, and its two add-on modules (Datastream, After Market Research) is restricted to students, faculty, and staff of the University of Alberta. It is the responsibility of each user to ensure that they use these products for individual, non-commercial, educational, or research purposes only, and do not systematically download or retain substantial portions of information. 

This product requires individual registration with a University of Alberta email address. 

PLEASE NOTE: Due to limits on the number of concurrent registrations, all user accounts will be removed following the end of each academic term. Any user requiring access for an additional term will need to re-register. Anyone who registered prior to January 2, 2025 will need to re-register for access.

To register: follow these instructions 

Recommended browser: The LSEG platform is optimized for use on the Chrome browser 

Restrictions on use:  

• For Datastream: downloading is limited to a maximum of 10 million data points per calendar month 
• For Research Analyst Reports (After Market Research): viewing, printing and downloading is limited to 150 pages per user, per 24 hour period 
• For Research Analyst Reports: viewing, printing and downloading is also limited to a report value limit of $2,000 per user, per calendar year, based on the commercial value of individual reports. PLEASE NOTE: There is no actual cost generated for users. 

Desktop Version: U of A students, faculty, and staff are permitted to download the desktop versions of Workspace for Students, Datastream, and Aftermarket Research. PLEASE NOTE: U of A Library staff and Campus IT staff cannot provide technical support for the desktop versions. For technical support, use the contact links below. 

Training materials: 

• LSEG Academy Learning Centre 
• How to find Aftermarket Reports in LSEG Data & Analytics

Technical support: 

• Call the LSEG helpdesk: 1-800-738-8377 
• LSEG Support

• EDGAR Filings are US SEC documents available for publicly quoted companies on US stock exchanges, banks, and insurance companies. Examples would be 8-K, 10-K, Proxy, and information statements.
• News Service aggregates news pieces from several sources, including Acquire Media, Dow Jones, and Thomson Reuters. Access includes full articles and tags for topics, industries, and countries.
• Zephyr is the most comprehensive database of deal information, and it is updated hourly, and is useful for corporate finance research. It contains information on M&A, IPO, private equity / venture capital deals, rumors, and other transaction-level details.

SEC Forms Used to Compile Insider Information:

• Form 3 - Initial statement which identifies holdings of registrant's securities owned by directors, officers, and 10% shareholders. A Form 3 must be filed within 10 days after the event.
• Form 4 - Amendment to Form 3 reporting a sale or acquisition of registrant's securities. A Form 4 must be filed by the tenth say of the month following the month in which the transaction occurred.
• Form 5 - Annual section 16 filing filed 45 days after the company's fiscal year end.
• Form 144 - A form filed as notice of the proposed sale of restricted securities, or securities held by an affiliate of the issuer in reliance on Rule 144 when the amount to be sold during any three-month period exceeds 500 shares or has an aggregate sales price in excess of $10,000.

Please note: Thomson Reuters Ownership data (formerly called Spectrum) is not a clean set of data. This is mostly due to reporting inconsistencies with the SEC documents from which the data is pulled. Also, this is a database of transactions (buying and selling of stock) so it is meant to be a record of changes in position, not a snapshot by quarter.