Beneficial ownership
13D and 13G beneficial ownership disclosures
Track beneficial ownership filings and significant shareholder disclosures.
13D and 13G beneficial ownership disclosures
Track beneficial ownership filings and significant shareholder disclosures.
What are 13D and 13G filings?
Schedules 13D and 13G are U.S. beneficial ownership disclosures used when a person or group beneficially owns more than 5% of a covered class of equity securities, subject to the applicable rules and exemptions.
Why this disclosure matters
These filings can show significant ownership, changes in beneficial ownership and stated purpose or investment intent where required. The filing date and amendment history matter when comparing ownership over time.
Key terminology
Key terms: beneficial ownership, 5% threshold, Schedule 13D, Schedule 13G, amendment.
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