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<PerformancePlanOrReport xmlns="urn:ISO:std:iso:17469:tech:xsd:PerformancePlanOrReport" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

 xsi:schemaLocation="urn:ISO:std:iso:17469:tech:xsd:PerformancePlanOrReport http://stratml.us/references/PerformancePlanOrReport20160216.xsd" Type="Strategic_Plan"><Name>Open Data Plan 2025</Name><Description/><OtherInformation>[Submitter's Note:  This StratML rendition was compiled from the source by ChatGPT and edited in the XForm at https://stratml.us/forms2/Part1Form.xml]</OtherInformation><StrategicPlanCore><Organization><Name>U.S. Securities and Exchange Commission</Name><Acronym>SEC</Acronym><Identifier>_4674bb13-c405-47c6-b283-c417d7940702</Identifier><Description/><Stakeholder StakeholderTypeType="Organization"><Name>Office of the Chief Data Officer</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>SEC Data Management Board</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Investors</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Market Participants</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>EDGAR Filers</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Self-Regulatory Organizations</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Academics</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Foreign Regulators</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>The Public</Name><Description/></Stakeholder></Organization><Vision><Description>Trusted, timely, and open market data for all.</Description><Identifier>_005854fe-77ea-11f0-925c-db9a1f83ea00</Identifier></Vision><Mission><Description>To protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation by stewarding open, machine-readable data and sound data governance.</Description><Identifier>_005856ac-77ea-11f0-925c-db9a1f83ea00</Identifier></Mission><Value><Name>Openness</Name><Description/></Value><Value><Name>Machine-Readability</Name><Description/></Value><Value><Name>Usability</Name><Description/></Value><Value><Name>Security</Name><Description/></Value><Value><Name>Efficiency</Name><Description/></Value><Value><Name>Collaboration</Name><Description/></Value><Value><Name>Compliance</Name><Description/></Value><Goal><Name>Data Collection</Name><Description>Adopt and maintain open, standardized, machine-readable formats for Commission data collections.</Description><Identifier>_0058579c-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>1</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name>XBRL</Name><Description>Require and update Inline XBRL and related taxonomies for disclosures (e.g., SPACs, Form N-4) and maintain mappings such as CIK–symbol.</Description><Identifier>_00585800-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>1.1</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation>See plan sections on Completed Projects referencing SPAC taxonomy and updated VIP taxonomy; EDGAR structured data elements.</OtherInformation></Objective><Objective><Name>Taxonomies</Name><Description>Keep XML and XBRL taxonomies aligned with ISO, GENC, and GAAP standards to support consistent collection and analysis.</Description><Identifier>_00585864-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>1.2</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative stated explicitly.</OtherInformation></Objective></Goal><Goal><Name>Data Usage</Name><Description>Evaluate and enhance the usage and usefulness of public data assets and statistics.</Description><Identifier>_005858d2-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>2</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name>FDTA Reporting</Name><Description>Provide semi-annual FDTA reports on machine-readable disclosure use, benefits, enforcement outcomes, and internal utilization.</Description><Identifier>_00585936-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>2.1</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation>December 2024 and June 2025 reports referenced.</OtherInformation></Objective><Objective><Name>Semantic Layer</Name><Description>Build a semantic layer over enterprise data to improve access and usability for staff using AI solutions.</Description><Identifier>_0058599a-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>2.2</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>Investor Insights</Name><Description>Gather information on investor behavior and information needs via OIEA and the Office of the Investor Advocate.</Description><Identifier>_00585a3a-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>2.3</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Investors</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Organization"><Name>OIEA</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Organization"><Name>Office of the Investor Advocate</Name><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>Inquiry Responses</Name><Description>Improve processes to respond to public inquiries on data quality and usability within reasonable timeframes.</Description><Identifier>_00585aa8-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>2.4</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>Downloads</Name><Description>Track downloads of data-library assets and usage patterns.</Description><Identifier>_00585bc0-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>2.5</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative referencing analytics.</OtherInformation></Objective></Goal><Goal><Name>Collaboration</Name><Description>Engage external stakeholders to improve data quality, usability, and market insights.</Description><Identifier>_00585c38-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name>Reports</Name><Description>Publish additional periodic data reports (e.g., broker-dealers, exempt offerings, RIAs, private funds) and iterate based on feedback.</Description><Identifier>_00585cb0-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.1</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Completed projects detailed in plan.</OtherInformation></Objective><Objective><Name>Statistics Enhancements</Name><Description>Provide supplemental structured files (e.g., .xlsx) and extend historical series (e.g., MMF Form N-MFP to 2010).</Description><Identifier>_00585d1e-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.2</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Completed projects for Private Fund Statistics and MMF series.</OtherInformation></Objective><Objective><Name>APIs</Name><Description>Expand EDGAR public APIs to include custom tags, segment reporting, footnotes, and other text fields.</Description><Identifier>_00585da0-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.3</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>Outreach</Name><Description>Conduct speeches and presentations on data-related topics and share best practices with domestic and foreign regulators.</Description><Identifier>_00585e18-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.4</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>SRO Coordination</Name><Description>Discuss data analyses with SROs to monitor market events and support regulatory functions.</Description><Identifier>_00585e90-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.5</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>SROs</Name><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>RSS Feeds</Name><Description>Maintain RSS feeds for structured disclosure submissions.</Description><Identifier>_00585f12-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.6</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>Academic Partnerships</Name><Description>Collaborate with academics and partners to understand data usage and facilitate research.</Description><Identifier>_00585f94-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>3.7</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Academics</Name><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective></Goal><Goal><Name>Asset Prioritization</Name><Description>Identify, publish, and govern priority public data assets consistent with OMB guidance and OGDA requirements.</Description><Identifier>_00586016-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>4</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name>VIP Datasets</Name><Description>Publish variable insurance product datasets extracted from Forms N-3, N-4, and N-6.</Description><Identifier>_005860a2-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>4.1</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Completed project (March 2025).</OtherInformation></Objective><Objective><Name>BDC Datasets</Name><Description>Publish BDC datasets (schedule of investments, detailed financial and summary non-financial sets).</Description><Identifier>_005861b0-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>4.2</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Completed project (June 2025).</OtherInformation></Objective><Objective><Name>User Requests</Name><Description>Accept and evaluate public requests and feedback for publishing additional public data assets.</Description><Identifier>_00586246-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>4.3</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Process and criteria per OMB Phase 2 guidance; contact opendata@sec.gov.</OtherInformation></Objective><Objective><Name>New Rules</Name><Description>Collaborate with external users to evaluate and publish public data assets created by new rules.</Description><Identifier>_005862d2-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>4.4</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective><Objective><Name>DCAT-US Alignment</Name><Description>Conform metadata schema to W3C DCAT-US 3.0 and update the enterprise data inventory.</Description><Identifier>_0058639a-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>4.5</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective></Goal><Goal><Name>OGDA Requirements</Name><Description>Meet OGDA requirements for IT processes, training, staffing, and procurement to support the open data plan</Description><Identifier>_00586444-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>5</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name>Program Oversight</Name><Description>Review data-management initiatives annually via the Data Management Board to enable enterprise stewardship, value realization, and reduction of duplication.</Description><Identifier>_005864f8-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>5.1</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Objectives of the Data Management Board listed in plan.</OtherInformation></Objective><Objective><Name>Policy Training</Name><Description>Require enterprise data policy training for staff accessing highly sensitive datasets on initial access and annually thereafter.</Description><Identifier>_005865f2-77ea-11f0-925c-db9a1f83ea00</Identifier><SequenceIndicator>5.2</SequenceIndicator><Stakeholder StakeholderTypeType="Organization"><Name/><Description/></Stakeholder><OtherInformation>Ongoing initiative.</OtherInformation></Objective></Goal></StrategicPlanCore><AdministrativeInformation><StartDate>2025-07-17</StartDate><EndDate/><PublicationDate>2025-08-13</PublicationDate><Source>https://www.sec.gov/files/2025_sec_opendataplan.pdf</Source><Submitter><GivenName>Owen</GivenName><Surname>Ambur</Surname><PhoneNumber/><EmailAddress>Owen.Ambur@verizon.net</EmailAddress></Submitter></AdministrativeInformation></PerformancePlanOrReport>