Grasp the importance of filing Schedule 13D and 13G as a beneficial owner of more than 5% of voting securities in a publicly traded company. Understand the SEC definition of a beneficial owner, the key information to include in your filing, and the critical timeline for submission. Learn how these filings ensure SEC compliance and transparency in the financial market....

Learn about SEC filing requirements for large gifts and inheritance transactions involving securities. Understand when to file SEC Form 4, Schedule 13D and 13G, and how these filings keep investors informed and ensure compliance with SEC regulations. Get insights into how beneficial ownership changes are reported to the SEC....

Discover how to add a new Reporting Owner in Entity Management. Follow our step-by-step guide to navigate the Entity Management tab, fill in required fields, choose the appropriate entity type, and ensure accuracy in CIK and CCC details, helping you manage your entities efficiently...

Understand how to add a Reporting Owner to the Entity Management Library and establish a relationship for future filings. Through our step-by-step guide, learn to navigate the Entity Management tab, enter necessary credentials, associate a Subject Company, and add an effective relationship....