Integrated UET–Strategic Posture Panel Dataset for NASDAQ Firms (2006–2015)

This dataset integrates Upper Echelons Theory (UET) variables with Ansoff’s Strategic Posture framework to examine the relationship between executive characteristics, strategic calibration, and firm outcomes. It provides a structured firm-year panel for 25 NASDAQ-listed firms over the period 2006–2015.
The dataset combines three components. First, strategic posture and performance variables are drawn from the author’s doctoral research (Bonelli, 2017), including a composite posture score (X1), internal structure (X2), an observed alignment differential (Diff), short-term operating growth, and analyst-based estimated growth. These variables are based on Ansoff’s Optimal Strategic Performance Positioning (OSPP) framework.
Second, the dataset incorporates a hand-coded executive layer based on publicly available disclosures. Executive variables include CEO duality, founder status, a composite power index, insider versus outsider succession, CEO tenure, functional background, technical orientation, and industry familiarity. Coding is conducted using a structured protocol informed by Upper Echelons Theory and the CUP-W analytical framework, relying on annual reports, proxy statements, and investor relations materials.
Third, the dataset includes derived subsets to support empirical analysis, including a main estimation sample, a balanced panel subset, and a transition subset capturing CEO changes. A separate validation component based on a 2024 intercoder dataset is included for measurement support but is not part of the main estimation panel.
The purpose of this dataset is to enable multi-level analysis linking executive structure to strategic posture and firm performance. It supports models testing whether executive characteristics are associated with strategic calibration and whether posture acts as an intermediate mechanism connecting upper echelons to firm outcomes.
The dataset is suitable for replication, extension, and methodological research in strategic management, corporate governance, and behavioral finance. It provides a transparent and reproducible framework for studying how executive attributes are reflected in firm-level strategic behavior and performance dynamics.