Dear community,
Help is needed with the following matter. I have a dataset of company-year-director level observations (unbalanced). CompanyID is cusip (string) and directorID is fullname (string, lowercased, all characters removed). I have a dummy variable named Action = 1 for those cusip-year-fullname observations, where a director is "claimed" to be appointed to the board. The problem is that this Action variable identifies all kinds of appointments, including re-elections. I need to separate these "re-election" cases from true new appointments. To do this, I wanted to generate a new dummy (let's say, Appointed) = 1 if Action = 1 & fullname was not mentioned in the previous cusip-year combination.
Thank you for any advice or suggestions. The data sample is attached below. The case is visible when looking at observations for cusip 001744101 and year 2012 (Action = 1 for all fullnames, but they all have been on board in the previous years in this company, so these are not the true new elections).
In the sample below, only appointment should be "true" based on the criteria above: observation nr 46.
Help is needed with the following matter. I have a dataset of company-year-director level observations (unbalanced). CompanyID is cusip (string) and directorID is fullname (string, lowercased, all characters removed). I have a dummy variable named Action = 1 for those cusip-year-fullname observations, where a director is "claimed" to be appointed to the board. The problem is that this Action variable identifies all kinds of appointments, including re-elections. I need to separate these "re-election" cases from true new appointments. To do this, I wanted to generate a new dummy (let's say, Appointed) = 1 if Action = 1 & fullname was not mentioned in the previous cusip-year combination.
Thank you for any advice or suggestions. The data sample is attached below. The case is visible when looking at observations for cusip 001744101 and year 2012 (Action = 1 for all fullnames, but they all have been on board in the previous years in this company, so these are not the true new elections).
In the sample below, only appointment should be "true" based on the criteria above: observation nr 46.
Code:
* Example generated by -dataex-. For more info, type help dataex clear input double year str9 cusip str49 fullname str250 action 2010 "000360206" "norman h asbjornson" "" 2010 "000360206" "jerry r levine" "" 2010 "000360206" "paul k lackey jr" "" 2010 "000360206" "joseph e cappy" "" 2010 "000360206" "a h mcelroy ii" "" 2010 "000360206" "john b johnson jr" "" 2010 "000360206" "jack e short" "" 2011 "000360206" "paul k lackey jr" "" 2011 "000360206" "norman h asbjornson" "" 2011 "000360206" "joseph e cappy" "" 2011 "000360206" "a h mcelroy ii" "" 2011 "000360206" "jerry r levine" "" 2011 "000360206" "jack e short" "" 2011 "000360206" "john b johnson jr" "" 2012 "000360206" "joseph e cappy" "" 2012 "000360206" "norman h asbjornson" "" 2012 "000360206" "jack e short" "" 2012 "000360206" "jerry r levine" "" 2012 "000360206" "john b johnson jr" "" 2012 "000360206" "paul k lackey jr" "" 2012 "000360206" "a h mcelroy ii" "" 2013 "000360206" "norman h asbjornson" "" 2013 "000360206" "joseph e cappy" "" 2013 "000360206" "john b johnson jr" "" 2013 "000360206" "jack e short" "" 2013 "000360206" "jerry r levine" "" 2013 "000360206" "paul k lackey jr" "" 2013 "000360206" "a h mcelroy ii" "" 2010 "000361105" "james e goodwin" "" 2010 "000361105" "david p storch" "" 2010 "000361105" "ronald b woodard" "" 2010 "000361105" "james g brocksmith jr" "" 2010 "000361105" "patrick j kelly" "" 2010 "000361105" "ronald r fogleman" "" 2010 "000361105" "timothy j romenesko" "" 2010 "000361105" "michael r boyce" "" 2010 "000361105" "norman r bobins" "" 2010 "000361105" "marc j walfish" "" 2011 "000361105" "timothy j romenesko" "" 2011 "000361105" "james e goodwin" "" 2011 "000361105" "david p storch" "" 2011 "000361105" "james g brocksmith jr" "" 2011 "000361105" "norman r bobins" "" 2011 "000361105" "ronald r fogleman" "" 2011 "000361105" "patrick j kelly" "" 2011 "000361105" "peter pace" "Appointed" 2011 "000361105" "marc j walfish" "" 2011 "000361105" "michael r boyce" "" 2011 "000361105" "ronald b woodard" "" 2012 "000361105" "norman r bobins" "" 2012 "000361105" "james e goodwin" "" 2012 "000361105" "patrick j kelly" "" 2012 "000361105" "timothy j romenesko" "" 2012 "000361105" "ronald b woodard" "" 2012 "000361105" "anthony k anderson" "" 2012 "000361105" "david p storch" "" 2012 "000361105" "michael r boyce" "" 2012 "000361105" "ronald r fogleman" "" 2012 "000361105" "peter pace" "" 2012 "000361105" "marc j walfish" "" 2013 "000361105" "anthony k anderson" "" 2013 "000361105" "norman r bobins" "" 2013 "000361105" "david p storch" "" 2013 "000361105" "ronald r fogleman" "" 2013 "000361105" "marc j walfish" "" 2013 "000361105" "patrick j kelly" "" 2013 "000361105" "peter pace" "" 2013 "000361105" "james e goodwin" "" 2013 "000361105" "timothy j romenesko" "" 2013 "000361105" "ronald b woodard" "" 2013 "000361105" "michael r boyce" "" 2010 "000957100" "henry l kotkins jr" "" 2010 "000957100" "anthony g fernandes" "" 2010 "000957100" "maryellen c herringer" "" 2010 "000957100" "henrik c slipsager" "" 2010 "000957100" "william w steele" "" 2010 "000957100" "dan t bane" "" 2010 "000957100" "luke s helms" "" 2010 "000957100" "linda chavez" "" 2010 "000957100" "j philip ferguson" "" 2011 "000957100" "anthony g fernandes" "" 2011 "000957100" "linda chavez" "" 2011 "000957100" "henry l kotkins jr" "" 2011 "000957100" "dan t bane" "" 2011 "000957100" "j philip ferguson" "" 2011 "000957100" "luke s helms" "" 2011 "000957100" "maryellen c herringer" "" 2011 "000957100" "henrik c slipsager" "" 2011 "000957100" "william w steele" "" 2012 "000957100" "maryellen c herringer" "" 2012 "000957100" "dan t bane" "" 2012 "000957100" "luke s helms" "" 2012 "000957100" "linda chavez" "" 2012 "000957100" "william w steele" "" 2012 "000957100" "j philip ferguson" "" 2012 "000957100" "henrik c slipsager" "" 2012 "000957100" "anthony g fernandes" "" 2013 "000957100" "sudhakar kesavan" "" 2013 "000957100" "william w steele" "" 2013 "000957100" "henrik c slipsager" "" 2013 "000957100" "luke s helms" "" 2013 "000957100" "anthony g fernandes" "" 2013 "000957100" "linda chavez" "" 2013 "000957100" "maryellen c herringer" "" 2013 "000957100" "j philip ferguson" "" 2011 "001547108" "james a thomson" "" 2011 "001547108" "william k gerber" "" 2011 "001547108" "ralph s michael iii" "" 2011 "001547108" "james l wainscott" "" 2011 "001547108" "shirley d peterson" "" 2011 "001547108" "john s brinzo" "" 2011 "001547108" "richard a abdoo" "" 2011 "001547108" "dennis c cuneo" "" 2011 "001547108" "bonnie g hill" "" 2011 "001547108" "robert h jenkins" "" 2012 "001547108" "robert h jenkins" "" 2012 "001547108" "william k gerber" "" 2012 "001547108" "john s brinzo" "" 2012 "001547108" "ralph s michael iii" "" 2012 "001547108" "dennis c cuneo" "" 2012 "001547108" "james l wainscott" "" 2012 "001547108" "richard a abdoo" "" 2012 "001547108" "shirley d peterson" "" 2012 "001547108" "james a thomson" "" 2012 "001547108" "bonnie g hill" "" 2013 "001547108" "john s brinzo" "" 2013 "001547108" "william k gerber" "" 2013 "001547108" "robert h jenkins" "" 2013 "001547108" "richard a abdoo" "" 2013 "001547108" "shirley d peterson" "" 2013 "001547108" "bonnie g hill" "" 2013 "001547108" "dennis c cuneo" "" 2013 "001547108" "james l wainscott" "" 2013 "001547108" "ralph s michael iii" "" 2013 "001547108" "james a thomson" "" 2013 "00164V103" "james l dolan" "" 2013 "00164V103" "carl e vogel" "" 2013 "00164V103" "neil m ashe" "" 2013 "00164V103" "alan d schwartz" "" 2013 "00164V103" "brian g sweeney" "" 2013 "00164V103" "william j bell" "" 2013 "00164V103" "kristin a dolan" "" 2013 "00164V103" "leonard tow" "" 2013 "00164V103" "robert c wright" "" 2013 "00164V103" "patrick f dolan" "" 2013 "00164V103" "thomas c dolan" "" 2013 "00164V103" "marianne dolan weber" "" 2013 "00164V103" "charles f dolan" "" 2010 "001744101" "paul e weaver" "" 2010 "001744101" "michael m e johns" "" 2010 "001744101" "andrew m stern" "" 2010 "001744101" "susan r nowakowski" "" 2010 "001744101" "hala g moddelmog" "" 2010 "001744101" "douglas d wheat" "" 2010 "001744101" "r jeffrey harris" "" 2011 "001744101" "susan r salka" "" 2011 "001744101" "andrew m stern" "" 2011 "001744101" "douglas d wheat" "" 2011 "001744101" "r jeffrey harris" "" 2011 "001744101" "paul e weaver" "" 2011 "001744101" "michael m e johns" "" 2011 "001744101" "martha h marsh" "" 2012 "001744101" "paul e weaver" "Appointed" 2012 "001744101" "michael m e johns" "Appointed" 2012 "001744101" "andrew m stern" "Appointed" 2012 "001744101" "douglas d wheat" "Appointed" 2012 "001744101" "r jeffrey harris" "Appointed" 2012 "001744101" "susan r salka" "Appointed" 2012 "001744101" "martha h marsh" "Appointed" 2013 "001744101" "mark g foletta" "" 2013 "001744101" "paul e weaver" "" 2013 "001744101" "r jeffrey harris" "" 2013 "001744101" "douglas d wheat" "" 2013 "001744101" "martha h marsh" "" 2013 "001744101" "susan r salka" "" 2013 "001744101" "michael m e johns" "" 2013 "001744101" "andrew m stern" "" 2010 "00207R101" "c douglas marsh" "" 2010 "00207R101" "douglas a neugold" "" 2010 "00207R101" "stephen h mahle" "" 2010 "00207R101" "eugene g banucci" "" 2010 "00207R101" "mark a adley" "" 2010 "00207R101" "cheryl l shavers" "" 2010 "00207R101" "robert s hillas" "" 2011 "00207R101" "c douglas marsh" "" 2011 "00207R101" "robert s hillas" "" 2011 "00207R101" "eugene g banucci" "Appointed" 2011 "00207R101" "douglas a neugold" "" 2011 "00207R101" "cheryl l shavers" "" 2011 "00207R101" "george m scalise" "" 2011 "00207R101" "stephen h mahle" "" 2011 "00207R101" "mark a adley" "Appointed" 2012 "00207R101" "george m scalise" "" 2012 "00207R101" "eugene g banucci" "" 2012 "00207R101" "cheryl l shavers" "" 2012 "00207R101" "robert s hillas" "" 2012 "00207R101" "mark a adley" "" 2012 "00207R101" "c douglas marsh" "" 2012 "00207R101" "douglas a neugold" "" 2012 "00207R101" "stephen h mahle" "" 2013 "00207R101" "douglas a neugold" "" 2013 "00207R101" "george m scalise" "" 2013 "00207R101" "c douglas marsh" "" 2013 "00207R101" "stephen h mahle" "" 2013 "00207R101" "mark b segall" "" 2013 "00207R101" "mark a adley" "" 2013 "00207R101" "eugene g banucci" "" 2013 "00207R101" "cheryl l shavers" "" 2010 "002474104" "sam rosen" "" 2010 "002474104" "h kirk downey" "" 2010 "002474104" "daniel e berce" "" 2010 "002474104" "daniel r feehan" "" 2010 "002474104" "kevern r joyce" "" 2010 "002474104" "martin c bowen" "" 2010 "002474104" "dana l perry" "" 2010 "002474104" "peter a hegedus" "" 2010 "002474104" "david h dingus" "" 2011 "002474104" "kevern r joyce" "" 2011 "002474104" "daniel r feehan" "" 2011 "002474104" "martin c bowen" "" 2011 "002474104" "peter a hegedus" "" 2011 "002474104" "dana l perry" "" 2011 "002474104" "sam rosen" "" 2011 "002474104" "david h dingus" "" 2011 "002474104" "h kirk downey" "" 2011 "002474104" "daniel e berce" "" 2012 "002474104" "peter a hegedus" "" 2012 "002474104" "daniel r feehan" "" 2012 "002474104" "david h dingus" "" 2012 "002474104" "dana l perry" "" 2012 "002474104" "martin c bowen" "" 2012 "002474104" "daniel e berce" "" 2012 "002474104" "sam rosen" "" 2012 "002474104" "kevern r joyce" "" 2012 "002474104" "h kirk downey" "" 2013 "002474104" "peter a hegedus" "" 2013 "002474104" "david h dingus" "" 2013 "002474104" "sam rosen" "" 2013 "002474104" "daniel e berce" "" 2013 "002474104" "daniel r feehan" "" 2013 "002474104" "h kirk downey" "" 2013 "002474104" "martin c bowen" "" 2013 "002474104" "kevern r joyce" "" 2013 "002474104" "dana l perry" "" 2010 "002567105" "prithipal singh" "" 2010 "002567105" "michael d casey" "" 2010 "002567105" "clinton h severson" "" 2010 "002567105" "ernest s tucker iii" "" 2010 "002567105" "henk j evenhuis" "" 2010 "002567105" "richard j bastiani" "" 2011 "002567105" "henk j evenhuis" "" 2011 "002567105" "vernon e altman" "" 2011 "002567105" "clinton h severson" "" 2011 "002567105" "richard j bastiani" "" 2011 "002567105" "michael d casey" "" 2011 "002567105" "prithipal singh" "" 2012 "002567105" "michael d casey" "" 2012 "002567105" "prithipal singh" "" 2012 "002567105" "richard j bastiani" "" 2012 "002567105" "vernon e altman" "" 2012 "002567105" "henk j evenhuis" "" 2012 "002567105" "clinton h severson" "" 2013 "002567105" "henk j evenhuis" "" 2013 "002567105" "vernon e altman" "" 2013 "002567105" "clinton h severson" "" 2013 "002567105" "prithipal singh" "" 2013 "002567105" "michael d casey" "" 2013 "002567105" "richard j bastiani" "" 2013 "002896207" "lauren j brisky" "" 2013 "002896207" "craig r stapleton" "" 2013 "002896207" "elizabeth m lee" "" 2013 "002896207" "john w kessler" "" 2013 "002896207" "kevin s huvane" "" 2013 "002896207" "archie m griffin" "" 2013 "002896207" "michael e greenlees" "" 2013 "002896207" "james b bachmann" "" 2013 "002896207" "michael s jeffries" "" 2010 "004239109" "kenneth f bernstein" "" 2010 "004239109" "wendy luscombe" "" 2010 "004239109" "william t spitz" "" 2010 "004239109" "douglas crocker ii" "" 2010 "004239109" "lee s wielansky" "" 2010 "004239109" "lorrence t kellar" "" 2011 "004239109" "lorrence t kellar" "" 2011 "004239109" "william t spitz" "" 2011 "004239109" "douglas crocker ii" "" 2011 "004239109" "wendy luscombe" "" 2011 "004239109" "kenneth f bernstein" "" 2011 "004239109" "lee s wielansky" "" 2012 "004239109" "william t spitz" "" 2012 "004239109" "douglas crocker ii" "" 2012 "004239109" "wendy luscombe" "" 2012 "004239109" "lee s wielansky" "" 2012 "004239109" "kenneth f bernstein" "" 2012 "004239109" "lorrence t kellar" "" 2013 "004239109" "lorrence t kellar" "" 2013 "004239109" "kenneth f bernstein" "" 2013 "004239109" "william t spitz" "" 2013 "004239109" "douglas crocker ii" "" 2013 "004239109" "wendy luscombe" "" end
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