Form CANCELLATION-MA Files Dataset

The Form CANCELLATION-MA Files dataset collects every EDGAR submission of form type CANCELLATION-MA — Commission-issued orders cancelling the registration of a named municipal advisor under Section 15B(c)(3) of the Securities Exchange Act of 1934. One record corresponds to one accession-numbered EDGAR submission, packaged as a metadata.json header and a single screen-reader-accessible PDF that is the cancellation order itself. Because the document is originated by the U.S. Securities and Exchange Commission rather than by a private-sector registrant, every submission enters EDGAR under the synthetic Commission CIK 9999999997, with the cancelled municipal advisor carried as the subject entity. The dataset begins in October 2021 and continues to the present, distributed as monthly ZIP containers organized as YYYY/YYYY-MM.zip.

Update Frequency
Daily
Updated at
2026-04-16
Earliest Sample Date
2021-10-01
Total Size
3.7 MB
Total Records
37
Container Format
ZIP
Content Types
PDF, JSON
Form Types
CANCELLATION-MA

Dataset APIs

Programmatically retrieve the full list of dataset archive files, download URLs and dataset metadata.

Dataset Index JSON API

Download the entire dataset as a single archive file.

Download Entire Dataset:

Download a single container file (e.g. monthly archive) from the dataset.

Download Single Container:

Dataset Files

6 files · 3.7 MB
Download All
2025-11.zip130.3 KB1 records
2024-09.zip82.6 KB1 records
2023-10.zip1.0 MB8 records
2022-09.zip840.1 KB8 records
2022-04.zip75.4 KB1 records
2021-10.zip1.6 MB18 records

What This Dataset Contains

The dataset captures the full population of CANCELLATION-MA filings on EDGAR. Each record is a Commission release — a short, formal legal instrument that is release-numbered, dated, signed, and effective on a stated date — used to terminate the registration of a municipal advisor that is no longer in existence or has ceased doing business as a municipal advisor. The Commission, not the named advisor, originates the document; the advisor is the regulatory subject.

Records are delivered as monthly ZIP containers. Decompressing a container yields a top-level directory YYYY-MM/ whose children are per-filing accession folders, each named with the EDGAR accession number with dashes removed (for example 999999999725003780 for accession 9999999997-25-003780). Each folder contains exactly two artifacts: a metadata.json carrying the parsed EDGAR header, and the order PDF itself, named filename1.pdf and described by EDGAR as the "Screen Reader Accessible File." Image files from the original EDGAR submission are intentionally excluded; the canonical, human-readable artifact in the dataset is the PDF.

The record anatomy has been stable since inception in October 2021: the same monthly-ZIP container layout, the same metadata.json schema with the same set of header fields, and the same single-PDF document payload. Because cancellation events are rare and entirely Commission-driven, the dataset is small and grows slowly, with no change in required content, structural format, or file-format conventions across the period covered.

Content Structure of a Single Record

What one record represents

One record is a single EDGAR submission of form type CANCELLATION-MA. Physically, a record is one accession-numbered folder containing two artifacts: a metadata.json describing the EDGAR header for the submission, and a single PDF that is the cancellation order itself. The mapping is one-to-one across every dimension: one record per filing, one filing per cancellation event, one named municipal advisor per cancellation event.

What the underlying filing is

CANCELLATION-MA is not a registrant-prepared disclosure form. It is a Commission release — an order issued by the U.S. Securities and Exchange Commission cancelling the registration of a municipal advisor when the Commission finds, pursuant to Section 15B(c)(3) of the Exchange Act, that the registrant is no longer in existence or has ceased doing business as a municipal advisor. Because the Commission itself originates the document, the submissions enter EDGAR under the synthetic CIK 9999999997, the CIK EDGAR uses for Commission-issued documents rather than registrant-filed documents. The named municipal advisor — the subject of the order — is carried in the EDGAR header as a filer entity even though the submission is functionally an action taken against that entity. Each release is a short, formal legal instrument: release-numbered, dated, signed, and effective on a stated date.

Physical layout of one record

Records are delivered inside monthly ZIP containers organized as YYYY/YYYY-MM.zip. Decompressing a container yields a top-level directory YYYY-MM/ whose children are per-filing accession folders. Each accession folder holds:

  • metadata.json — always present, a single JSON object carrying the parsed EDGAR header for the submission.
  • The order PDF — the substantive document, named filename1.pdf (the EDGAR sequence-1 document) and described by EDGAR as the "Screen Reader Accessible File."

Image files from the original EDGAR submission are intentionally excluded from the dataset. The SGML complete-submission text wrapper is referenced in the metadata via URL but is not materialized on disk; the canonical, human-readable artifact in the dataset is the PDF.

metadata.json structure

The metadata file is a single JSON object that mirrors and normalizes the EDGAR submission header. The load-bearing fields for this form type are:

  • formType: always "CANCELLATION-MA".
  • accessionNo: the dashed accession number (e.g., "9999999997-25-003780"). The leading 9999999997 CIK confirms a Commission-originated submission.
  • filedAt: ISO-8601 timestamp with timezone offset (e.g., "2025-11-20T10:18:01-05:00") recording when the order was disseminated through EDGAR.
  • description: free-text header string echoing the form type and the date-shaped tokens that also appear in items (e.g., "Form CANCELLATION-MA - - Item 20251120 Item 20251119").
  • linkToFilingDetails: direct URL to the primary PDF on sec.gov.
  • linkToTxt: URL to the EDGAR complete-submission .txt SGML wrapper.
  • linkToHtml: URL to the EDGAR filing-index HTML page.
  • linkToXbrl: empty string for this form type.
  • id: an opaque MD5-shaped dataset-level identifier.
  • documentFormatFiles: an array enumerating every document EDGAR exposes for the accession. The first entry has sequence: "1", type: "CANCELLATION-MA", description: "Screen Reader Accessible File", a documentUrl ending in filename1.pdf, and a byte-count size. A second entry, with whitespace-only sequence and type values, points at the SGML complete-submission .txt wrapper (description: "Complete submission text file"). The whitespace placeholders are how EDGAR indexes the wrapper file and are preserved verbatim.
  • entities: a one-element array describing the municipal advisor that is the subject of the order. The entity object carries:
    • companyName — the legal name of the advisor with EDGAR's (Filer) role suffix appended.
    • cik — the advisor's Central Index Key.
    • irsNo — the advisor's IRS employer identification number, when present in the header.
    • fileNo — the SEC file number, prefixed 867-, the EDGAR file-number series reserved for municipal advisors.
    • stateOfIncorporation — two-letter state code.
    • fiscalYearEndMMDD form (e.g., "1231").
    • act — always "34", identifying the Securities Exchange Act of 1934 as the governing statute under which Section 15B(c)(3) sits.
    • filmNo — the EDGAR film number assigned to this submission.
    • type"CANCELLATION-MA".
  • items: a list of strings encoding relevant dates as Item YYYYMMDD: tokens with empty trailing values. Two items are typical — one for the order date and one for the underlying determination date.
  • seriesAndClassesContractsInformation: empty array; this construct does not apply to municipal-advisor cancellations.
  • dataFiles: empty array for this form type.

Structure of the cancellation order PDF

The PDF is the legal instrument and the only narrative content in the record. It is a short release — typically two US-Letter pages (MediaBox [0 0 612 792], catalog /N 2) — produced by the Commission as a tagged, screen-reader-accessible PDF (PDF 1.6, structurally tagged with StructTreeRoot and MarkInfo/Marked true, generated by Acrobat PDFMaker for Word). Embedded XMP metadata makes the document's identity explicit:

  • dc:title carries the full release title, formatted as "Order Cancelling Registration of Municipal Advisor, <Advisor Name>, Pursuant to Section 15B(c)(3) of the Securities Exchange Act of 1934".
  • dc:creator is "U.S. Securities and Exchange Commission".
  • dc:subject and pdf:Keywords carry the Commission release number and date in the form "Release No. 34-XXXXXX ; Date: YYYY-MM-DD".
  • xmp:CreateDate and xmp:ModifyDate record the document's authoring and dissemination timestamps.

The body of each release follows a stable template, in order:

  1. A header block identifying the issuing authority ("Securities and Exchange Commission"), the Exchange Act release number (in the 34- series), and the order date.
  2. The case caption naming the municipal advisor whose registration is being cancelled.
  3. A short recital identifying the advisor by legal name and CIK and noting its prior registration as a municipal advisor under the Exchange Act.
  4. The Commission's findings — typically that the advisor is no longer in existence or has ceased doing business as a municipal advisor — supporting cancellation.
  5. The legal-basis paragraph citing Section 15B(c)(3) of the Securities Exchange Act of 1934 as the statutory authority for cancellation.
  6. The ordering language cancelling the registration and stating the effective date of cancellation.
  7. The signature block, executed "By the Commission," typically over the name of the Secretary of the Commission.

The Exchange Act release number embedded in the PDF's keywords is the canonical identifier for the order itself and complements the EDGAR accession number, which identifies the submission.

Included content

Each record includes the parsed EDGAR header as metadata.json and the screen-reader-accessible PDF order as the document payload. The metadata captures the identity of the subject municipal advisor (name, CIK, file number, state of incorporation, IRS number, fiscal year end), the governing statute (act: "34"), the EDGAR dissemination timestamp, the date tokens encoded in items, and the URLs needed to retrieve the EDGAR filing index, the SGML complete-submission wrapper, and the primary PDF on sec.gov.

Excluded or separate content

Image files from the original EDGAR submission are excluded by design. The dataset does not produce a derived plain-text extraction of the PDF body; the legal text lives inside the PDF and must be extracted from it if needed downstream. The complete-submission SGML .txt wrapper is described in documentFormatFiles and reachable through linkToTxt, but the canonical document on disk is the PDF.

Interpretation notes

Several points matter for downstream use:

  • The leading 9999999997 CIK in every accession marks these as Commission-issued orders, not advisor-prepared filings. The municipal advisor named in entities[0] is the subject of the order, not its author, even though EDGAR labels the entity with the (Filer) role suffix.
  • The 867- prefix in entities[0].fileNo is the EDGAR series reserved for municipal advisors and is a reliable structural indicator for filtering.
  • The Commission release number — needed to cross-reference the order with other Commission actions — is not in the EDGAR header. It lives only inside the PDF, in the XMP pdf:Keywords and dc:subject fields and in the body header of the order. Extracting the release number requires reading the PDF.
  • The effective date of cancellation appears in the body of the PDF, not in metadata.json. The filedAt timestamp records dissemination through EDGAR and may differ from both the Commission's order date (printed in the PDF header) and the cancellation's effective date (in the ordering language).
  • The two items tokens encode dates as YYYYMMDD codes with empty trailing values; they parallel, but do not replace, the dates printed in the PDF.
  • The PDF is tagged for accessibility, with structural tagging, a marked content tree, and Acrobat-Word provenance, which makes text extraction reliable and avoids the OCR pitfalls of scanned imagery.
  • Whitespace-only sequence and type values in the second documentFormatFiles entry are EDGAR-native indexing artifacts for the SGML wrapper file and should be preserved verbatim when reprocessing the metadata.

Who Files or Publishes This Dataset, and When

Who files the record

The filer is the U.S. Securities and Exchange Commission, not the municipal advisor named in the order. Each CANCELLATION-MA submission is a Commission-issued order that EDGAR ingests under the synthetic SEC filer CIK 0009999999997, the placeholder identifier EDGAR uses for orders, releases, and other Commission-originated documents that lack a private-sector registrant filer.

The municipal advisor whose registration is being cancelled is the subject of the order. The advisor is named in the body of the release with its own CIK, but it does not sign, submit, or initiate the filing, and is often dissolved, defunct, or unresponsive at the time the order is issued.

Subject population

Because the SEC is the only filer, the meaningful population is the set of subjects. Subjects are entities that previously registered as municipal advisors with the Commission on Form MA, the firm-level registration form created under Section 975 of Dodd-Frank. They include:

CANCELLATION-MA reaches only the firm-level Form MA registrant. Associated municipal advisor professionals registered on Form MA-I are not the subject of these orders.

Triggering conditions

Section 15B(c)(3) of the Securities Exchange Act of 1934 authorizes the Commission, by order, to cancel the registration of any municipal advisor it finds is no longer in existence or has ceased to do business as a municipal advisor. The trigger is event-driven and ad hoc — there is no calendar cadence and no anniversary obligation. In practice, an order is issued when one or more of the following are present:

  • the registrant has been dissolved, wound up, or otherwise ceased to exist as a legal entity;
  • the registrant has ceased conducting municipal advisory business through reorganization, exit from the line, or absorption into an affiliate;
  • the registrant has abandoned its registration — for example, by failing to file required annual amendments to Form MA, going unresponsive to SEC or MSRB inquiries, or letting contact information lapse;
  • the registrant should have filed Form MA-W (voluntary withdrawal) but did not, leaving a stale registration the Commission resolves on its own motion.

Each order resolves an individual administrative determination about one advisor's status.

Regulatory framework

Substantive authority comes from Section 15B(c)(3) of the Exchange Act, within the municipal advisor regime created by Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. Section 975 amended Section 15B to require persons engaged in municipal advisory activity to register with the Commission and to be subject to MSRB rules. The implementing rules (Rule 15Ba1-1 through 15Ba1-8) and the Form MA / MA-I / MA-W / MA-NR family operationalize the regime; the SEC's permanent registration rules were adopted in September 2013 and phased in through 2014.

Because the instrument is a Commission order rather than a registrant disclosure, each CANCELLATION-MA filing is also published as an Exchange Act release in the "34-" series.

Timing and cadence

There is no fixed schedule. Orders are issued only when the Commission completes its internal determination that a registrant meets the Section 15B(c)(3) standard, so volume is low and irregular. CANCELLATION-MA appears as a discrete EDGAR form type from October 2021 forward — a case-by-case docket, not a flow.

Important distinctions

  • Filer vs. subject. CIK 9999999997 on the filing metadata identifies the SEC as originator. The named municipal advisor is the regulatory subject, not the filer.
  • CANCELLATION-MA vs. Form MA-W. Form MA-W is the voluntary withdrawal filed by the registrant. CANCELLATION-MA is the involuntary Commission-issued counterpart used when the registrant has not, or cannot, effectuate a clean withdrawal.
  • CANCELLATION-MA vs. revocation or disciplinary orders. Section 15B(c)(3) cancellation is a non-punitive finding that the advisor no longer exists or no longer does the business. It is distinct from suspensions, censures, bars, or registration revocations issued under the Commission's enforcement authority for misconduct.
  • Firm-level only. The order ends a Form MA firm registration. Form MA-I associated persons lose their status as a consequence of the firm-level cancellation, not through a separate per-person filing.
  • Downstream MSRB effect. Once SEC registration is cancelled, the entity is no longer subject to MSRB rules applicable to municipal advisors. The order is the formal end-state of the MA registration lifecycle.
  • No subject amendments. Because the document is a Commission order, the named advisor cannot file an amendment, response, or correction through this form type. Any further Commission action takes the form of a new release.

How This Dataset Differs From Similar Datasets or Filings

The most useful comparisons are to the rest of the Form MA family, to the analogous withdrawal mechanism for investment advisers, to enforcement-driven revocations, and to the parallel MSRB registration regime. Each overlaps on one or two axes and diverges on the rest.

Form MA (initial municipal advisor registration)

Same registrant population and same Section 15B framework, opposite end of the lifecycle.

  • Filer: advisor (Form MA) vs. SEC (CANCELLATION-MA).
  • Voluntary/involuntary: voluntary application vs. Commission-initiated order.
  • Status change: creates registration vs. terminates it.
  • Evidence: extensive disclosure of business, ownership, control persons, and disciplinary history vs. a brief order with name, CIK, statutory citation, and effective date.

Form MA-A (annual amendment)

Maintains an active registration; CANCELLATION-MA ends it.

  • Filer: advisor vs. SEC.
  • Statutory authority: Section 15B(a) and Rule 15Ba1-5 vs. Section 15B(c)(3).
  • Status change: continuity update vs. terminal cancellation.

Form MA-W (voluntary withdrawal)

The closest functional analog and the form most often confused with CANCELLATION-MA. Both terminate SEC registration of a municipal advisor and remove the firm from the SEC roster, but every other axis diverges:

  • Filer: advisor vs. SEC.
  • Voluntary/involuntary: advisor's affirmative election vs. Commission order issued because the advisor has gone silent, dissolved, or stopped doing business without withdrawing.
  • Statutory authority: registration-withdrawal rules vs. Section 15B(c)(3).
  • Evidence: firm's own representations vs. Commission findings of non-existence or cessation of business.
  • EDGAR location: filed under the MA-W form type by the registrant vs. filed under CANCELLATION-MA by the Commission.

A complete picture of municipal advisor exits requires both datasets.

Form MA-I (individual associated persons)

Firm-level vs. person-level. CANCELLATION-MA acts only on the registered entity; Form MA-I covers natural persons associated with that entity and has its own amendment and termination mechanics. Cancellation of the firm may functionally end associated persons' MA-I status but is not recorded through MA-I filings. Volume mismatch makes this a common source of scope errors.

Procedural attachment for jurisdictional service. No role in registration status changes. Mentioned only to rule out confusion with other MA-family filings. (Form MA-NR)

Form ADV-W (investment adviser withdrawal)

Different statute, different registrant population, different filer.

Useful only as a structural reference for how a voluntary-withdrawal mechanism functions; not a data substitute. (Form ADV-W)

Commission orders revoking registration as a sanction

Enforcement revocations under Section 15B(c)(2) and related provisions also end municipal advisor registration, but on different grounds and through a different channel.

  • Trigger: findings of violations vs. finding that the advisor no longer exists or no longer does business.
  • Statutory basis: disciplinary authority vs. Section 15B(c)(3)'s administrative housekeeping authority.
  • Status change vs. sanction: punitive revocation vs. administrative cancellation.
  • Posture: adversarial, often contested vs. uncontested administrative action.
  • EDGAR location: distributed through litigation releases and administrative proceeding orders, not under the CANCELLATION-MA form type.

Mapping all exit pathways requires MA-W (voluntary), CANCELLATION-MA (administrative), and enforcement releases (sanction).

MSRB Form A-12

Municipal advisors register separately with the MSRB via Form A-12. SEC cancellation does not itself effect MSRB deregistration, although MSRB jurisdiction depends on an active SEC registration. Form A-12 lives on MSRB systems, outside EDGAR, and is not part of any EDGAR dataset. It complements CANCELLATION-MA but cannot substitute for it.

Analogous cancellation forms for other registrant categories

EDGAR contains parallel termination mechanisms for other registrant types: Form 15 (Exchange Act reporting termination), Form X-17A-5 cessation filings (broker-dealers), and NRSRO withdrawal/cancellation events (credit rating agencies). Each shares the abstract function of ending a registered status but is governed by a separate statute, form type, filer, and evidentiary standard. Useful as structural analogs; not interchangeable as data.

Boundary summary

CANCELLATION-MA is defined by the intersection of seven attributes:

  1. Filer: SEC, not the registrant.
  2. Voluntary/involuntary: involuntary, Commission-initiated.
  3. Statutory authority: Section 15B(c)(3) of the Exchange Act.
  4. Status change vs. sanction: administrative cancellation, not disciplinary revocation.
  5. Evidence: Commission findings of non-existence or cessation of municipal advisory business.
  6. EDGAR location: filed under the CANCELLATION-MA form type on EDGAR.
  7. Downstream effect: removes the firm from the SEC's roster of registered municipal advisors.

MA-W covers the voluntary side of the same exit door; enforcement orders cover the disciplinary side; MA and Form MA-A cover the rest of the lifecycle; ADV-W and other registration-end forms cover analogous events for different populations; Form A-12 governs the parallel Municipal Securities Rulemaking Board regime. None substitutes for CANCELLATION-MA when the question is specifically about Commission-initiated administrative cancellations of municipal advisor registration, and CANCELLATION-MA alone is insufficient for studying the full set of municipal advisor exit pathways.

Who Uses This Dataset

CANCELLATION-MA records are low-volume but gating: each one removes a municipal advisor from the SEC register under Section 15B(c)(3). Users split between those who need the structured metadata (accession, CIK, file number, effective date) for reconciliation and those who need the order PDF for legal basis and recitals.

Compliance officers at registered municipal advisor firms

Used to track competitor exits and the cited basis (no longer in existence vs. ceased MA business vs. enforcement-adjacent). They join CIK and effective date against internal peer lists and read the PDF recitals to inform their own continued-operations representations on Form MA-A. Output: peer-attrition logs and regulatory-watch summaries.

Public finance officers at state and local issuers

Procurement and finance staff at states, cities, school districts, and special-purpose authorities screen MA candidates pre-award and monitor incumbents mid-mandate. They key on firm name, CIK, and effective date to trigger contract review or replacement-search procedures if a current advisor is cancelled.

Bond, disclosure, and underwriter's counsel

Verify MA counterparty status during the run-up to closing. If a cancellation lands mid-deal, counsel reads the PDF recitals to reassess opinions and reliance language, and uses the effective date to set the cutoff. Output: diligence memoranda, transcript exhibits, and revised legal opinions.

Dealer compliance teams in municipal securities

Broker-dealer compliance staff use the structured fields (CIK, file number, date) for batch reconciliation against counterparty masters, and the PDF to document removal from approved lists. Relevant to MSRB solicitation rules and any workflow that relied on an MA's registered status.

SEC examination and Trading and Markets staff

Internal users feed cancellations into population statistics, exam scoping, and risk-based selection. Effective dates and legal bases distinguish voluntary attrition from enforcement-adjacent exits. Output: exam universe definitions and policy memoranda on Section 975 implementation. (SEC examination and Trading and Markets)

Self-regulatory market data and policy staff

Used to keep registered-MA headcount aligned with rule-coverage analyses and fee assessments. They join CIK and file number to registration records and use the time series for trend and rule-impact studies.

Reference-data engineers at financial information vendors

Ingest the metadata JSON programmatically to flip registration-status flags on entity records keyed by CIK and file number, propagating status changes to compliance and onboarding clients. Output: updated reference feeds and audit trails for status transitions.

KYC and counterparty onboarding teams

Banks and dealers with MA clients or syndicate counterparties use the dataset for periodic batch refresh of registration status, citing the order PDF as adverse-event documentation when a relationship is exited.

Academic researchers in financial regulation

Use the full historical series, joined with Form MA, MA-I, and MA-A data, to study post-Dodd-Frank attrition and concentration. Order PDFs are coded qualitatively for cancellation reason. Output: empirical papers and policy reviews.

Litigation support and e-discovery teams

When a former MA is named in a dispute, the order PDF and effective date establish when the firm left the regulated population and the SEC's stated basis. Output: chronologies, productions, and demonstrative exhibits.

Reporters covering municipal finance

Trade-press and policy analysts pull metadata for time-series counts of industry exits and read order PDFs for narrative detail on individual firms, especially those previously tied to enforcement coverage.

Specific Use Cases

Practical workflows split between metadata-driven reconciliation against the 867- file-number population and PDF-driven extraction of recitals, release numbers, and effective dates.

Counterparty status reconciliation against MA rosters

Reference-data engineers at vendors and dealer compliance teams consume metadata.json from each monthly ZIP and key on entities[0].cik and entities[0].fileNo (the 867- series) to flip a registered-MA flag on internal counterparty masters. The filedAt timestamp anchors the change in the audit trail, while the PDF is retained as adverse-event documentation. Output: a daily or monthly diff feed of advisor status transitions propagated to onboarding and surveillance systems.

Effective-date extraction for in-flight municipal deals

Bond, disclosure, and underwriter's counsel verifying MA counterparties during a closing window pull the order PDF via linkToFilingDetails, locate the cancellation effective date in the ordering paragraph (which is not exposed in metadata.json), and compare it to deal milestones. The Section 15B(c)(3) recital and the body-text finding (no longer in existence vs. ceased doing MA business) feed reliance-language and opinion-letter revisions and become transcript exhibits.

Release-number cross-referencing with other Commission actions

Researchers and SEC staff who need to tie a cancellation to other Commission output extract the Exchange Act release number from the PDF's XMP pdf:Keywords and dc:subject fields (formatted Release No. 34-XXXXXX ; Date: YYYY-MM-DD), since the release number is absent from the EDGAR header. Joining release numbers across CANCELLATION-MA, enforcement orders, and litigation releases reconstructs full exit pathways for a given advisor.

Building a complete municipal-advisor exit time series

Academic researchers and SRO policy staff combine CANCELLATION-MA records with MA-W (voluntary withdrawals) and Section 15B(c)(2) enforcement revocations to produce a unified attrition dataset. CIK and fileNo from entities[0] are the join keys; the items date tokens and the filedAt timestamp drive the time axis. Output: post-Dodd-Frank attrition counts, survival analyses, and rule-impact studies that none of the three sources can support alone.

Peer-attrition monitoring for compliance and procurement

Compliance officers at active municipal advisors and procurement staff at state and local issuers maintain peer or vendor lists keyed by CIK. Each new monthly ZIP is unpacked, formType == "CANCELLATION-MA" records are filtered, and entities[0].companyName and cik are matched against the watchlist. A hit triggers contract review at issuers and informs continued-operations representations on the firm's next Form MA-A.

Qualitative coding of cancellation rationale

Litigation support teams and academic coders read the PDF body to classify each order by Commission finding (non-existence vs. cessation of MA business) and to capture the signature block and order date. Because the PDFs are tagged and screen-reader-accessible (PDF 1.6, MarkInfo/Marked true), text extraction is reliable without OCR, supporting structured coding of recitals across the full historical series back to October 2021.

Dataset Access

The Form CANCELLATION-MA Files dataset is accessible through three endpoints: a JSON index for metadata discovery, a full archive download, and per-container downloads for incremental updates.

Dataset Index JSON API: https://api.sec-api.io/datasets/form-cancellationma-files.json

This endpoint returns dataset-level metadata (name, description, earliest sample date, form types, container format, file types), the download URL for the full dataset, and a list of all monthly container files with their sizes, record counts, updated timestamps, and individual download URLs. The endpoint does not require an API key and can be polled to detect which containers were touched during the most recent refresh run.

Example
1 {
2 "datasetId": "1f13365b-9ae0-6a48-abbc-c6caad1595c8",
3 "datasetDownloadUrl": "https://api.sec-api.io/datasets/form-cancellationma-files.zip",
4 "name": "Form CANCELLATION-MA Files Dataset",
5 "description": "Form CANCELLATION-MA filings contain orders issued by the SEC cancelling the registration of municipal advisors pursuant to Section 15B(c)(3) of the Securities Exchange Act of 1934.",
6 "updatedAt": "2026-04-27T02:51:19.000Z",
7 "earliestSampleDate": "2014-07-01",
8 "totalRecords": 37,
9 "totalSize": 3742255,
10 "formTypes": ["CANCELLATION-MA"],
11 "containerFormat": "ZIP",
12 "fileTypes": ["PDF", "JSON"],
13 "containers": [
14 {
15 "downloadUrl": "https://api.sec-api.io/datasets/form-cancellationma-files/2026/2026-03.zip",
16 "key": "2026/2026-03.zip",
17 "size": 128430,
18 "records": 2,
19 "updatedAt": "2026-03-21T02:51:19.000Z"
20 }
21 ]
22 }

Fetch the index with curl:

curl https://api.sec-api.io/datasets/form-cancellationma-files.json

Download Entire Dataset: https://api.sec-api.io/datasets/form-cancellationma-files.zip?token=YOUR_API_KEY

The full dataset is delivered as a single ZIP archive and is small enough to retrieve in one request. This endpoint requires an API key passed as the token query parameter.

curl -o form-cancellationma-files.zip "https://api.sec-api.io/datasets/form-cancellationma-files.zip?token=YOUR_API_KEY"

Download Single Container: https://api.sec-api.io/datasets/form-cancellationma-files/2026/2026-03.zip?token=YOUR_API_KEY

Each container holds the filings published in a single calendar month. Read the downloadUrl values from the containers array of the index JSON and request only the months you need. This endpoint requires an API key.

curl -o 2026-03.zip "https://api.sec-api.io/datasets/form-cancellationma-files/2026/2026-03.zip?token=YOUR_API_KEY"

Archive Layout

Once unzipped, each monthly container expands to a YYYY-MM/ directory with one subdirectory per filing, named after the accession number with dashes removed. Each filing folder contains a metadata.json describing the filing and the original PDF document(s):

1 2026-03/
2 000123456726000123/
3 metadata.json
4 filename1.pdf
5 000123456726000456/
6 metadata.json
7 filename1.pdf

Tracking Updates

To monitor incremental refreshes, poll the index JSON and compare the top-level updatedAt timestamp against the value seen in the previous run. When it changes, iterate over the containers array and re-download only those containers whose individual updatedAt is newer than your last sync.

Frequently Asked Questions

What form does this dataset cover?

The dataset covers EDGAR form type CANCELLATION-MA — Commission-issued orders cancelling the registration of a municipal advisor under Section 15B(c)(3) of the Securities Exchange Act of 1934. Each order is also published as an Exchange Act release in the "34-" series.

What does one record in the Form CANCELLATION-MA Files dataset represent?

One record is a single EDGAR submission cancelling the registration of one named municipal advisor. Physically, it is an accession-numbered folder containing a metadata.json parsed from the EDGAR header and a single screen-reader-accessible PDF (filename1.pdf) that is the cancellation order itself.

Who files CANCELLATION-MA records?

The U.S. Securities and Exchange Commission is the filer. Submissions enter EDGAR under the synthetic Commission CIK 9999999997, the placeholder identifier EDGAR uses for Commission-originated documents. The named municipal advisor is the regulatory subject of the order, not its author.

How is CANCELLATION-MA different from Form MA-W?

Form MA-W is a voluntary withdrawal filed by the municipal advisor itself. CANCELLATION-MA is the involuntary, Commission-issued counterpart used when the advisor has gone silent, dissolved, or stopped doing municipal advisory business without withdrawing. Both terminate SEC registration; a complete picture of municipal advisor exits requires both datasets.

How often are new records added?

There is no fixed schedule. Orders are issued only when the Commission completes its internal Section 15B(c)(3) determination, so volume is low and irregular. CANCELLATION-MA appears as a discrete EDGAR form type from October 2021 forward.

What file format is the dataset distributed in?

Records are delivered as monthly ZIP containers organized as YYYY/YYYY-MM.zip. Each container expands to a YYYY-MM/ directory with one subdirectory per filing. Each filing folder contains a metadata.json and the order PDF; image files from the original EDGAR submission are excluded by design.

Where is the cancellation effective date stored?

The effective date appears in the body of the PDF in the ordering paragraph, not in metadata.json. The filedAt timestamp records dissemination through EDGAR and may differ from both the Commission's order date (printed in the PDF header) and the cancellation's effective date.