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  2. Form 13F - Wikipedia

    en.wikipedia.org/wiki/Form_13F

    Form 13F is a quarterly report filed, per United States Securities and Exchange Commission regulations, [1] by "institutional investment managers" with control over $100M in assets to the SEC, listing all equity assets under management. [2] Academic researchers make these reports freely available as structured datasets. [3]

  3. Understanding SEC Form 13F - AOL

    www.aol.com/news/understanding-sec-form-13f...

    The Securities and Exchange Commission oversees and regulations certain entities that provide financial and investment advice or management services. As part of those regulations, the SEC requires ...

  4. SEC filing - Wikipedia

    en.wikipedia.org/wiki/SEC_filing

    Securities and Exchange Commission (SEC) logo. The SEC filing is a financial statement or other formal document submitted to the U.S. Securities and Exchange Commission (SEC). Public companies, certain insiders, and broker-dealers are required to make regular SEC filings.

  5. Carta (software company) - Wikipedia

    en.wikipedia.org/wiki/Carta_(software_company)

    Carta was founded as eShares in 2012 by entrepreneur Henry Ward and serial investor Manu Kumar. [4] Ward became CEO and Kumar became the company's Chairman. [5] The company launched when the founders saw a need for venture-backed companies to electronically manage equity, issue securities, and track their cap tables.

  6. Workiva - Wikipedia

    en.wikipedia.org/wiki/Workiva

    Workiva's reporting software was created for executives that want to integrate data from different systems, and desire software that updates automatically. [40] The majority of Fortune 500 companies use Workiva’s software. [23] European companies use Wdesk to comply with European Securities and Markets Authority’s reporting mandates. [17]

  7. List of assets owned by Berkshire Hathaway - Wikipedia

    en.wikipedia.org/wiki/List_of_assets_owned_by...

    Renamed from Mid-American Energy Holdings: BoatUS: Insurance 2007/07/27 Borsheim's Fine Jewelry: Luxury Items 100% 1989 [15] Brooks Sports: Apparel 100% 2006/08/02 BNSF Railway Company: Railroads and Logistics 100% 2010/02/12 $34 Billion [16] Business Wire: Media 100% 2006/03/01 [17] Cavalier Homes Materials and Construction 100% 2008 Central ...

  8. Category:SEC filings - Wikipedia

    en.wikipedia.org/wiki/Category:SEC_filings

    Pages in category "SEC filings" The following 26 pages are in this category, out of 26 total. ... Form 10-K405; Form 10-Q; Form 13F; Form 20-F; Form 144; Form D; Form ...

  9. Eagle Investment Systems - Wikipedia

    en.wikipedia.org/wiki/Eagle_Investment_Systems

    Eagle Investment Systems is an American global provider of financial services technology and a subsidiary of BNY Mellon. [1] [2] Founded in 1989 and based in Wellesley, Massachusetts, Eagle has 15 offices internationally, including offices in Beijing, [3] Chennai, Dubai, London, Montreal, New York City, Pune, San Francisco, Singapore, Sydney and Toronto.