Are companies trading on the OTC exchanges covered in the data?

In general, companies trading on OTC exchanges are not covered in the data service or the tools. (See this article for which companies are automatically included in the data set.)

Inclusion of companies trading on the OTC exchanges is done on a case-by-case basis and only after a written customer request has been received.

The company must have at least five years of fundamental annual financial statement data available in the source data, at least five years of market (price) data and exhibit consistent stock prices trading above $1 per share.

Caution must be exercised when evaluating companies trading on OTC exchanges as (with the exception of some foreign issuers) the companies quoted on OTC exchanges tend to be closely held, very small and/or thinly traded. Most issuers do not meet the minimum listing requirements for trading on a national securities exchange. Many of these companies do not file periodic reports or audited financial statements with the SEC, making it difficult for the public to find current, reliable information about those companies.

More information about OTC exchanges can be found here: https://www.sec.gov/divisions/marketreg/mrotc.shtml

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