Refresh Donor Prospect Lists and Wealth Profiles As we step into the new year, it presents a wonderful opportunity to re-examine and refresh those donor prospect lists. In 2023 alone, an astonishing 34,352 executive and director changes have taken place in public companies over the past 12 months. How...
Key Elements for Corporate Website Disclosure & Compliance for US and Non-US Dual Listed Companies
Key Elements for Corporate Website Disclosure & Compliance for US and Non-US Dual Listed Companies Are you looking to expand your investor base by dual listing? Considering a merger or IPO? Or a re-design of the corporate website? In any of these situations, your corporate website can play a vital role...
Insider Focus Expands SEC Insider Research
Insider Focus Expands SEC Insider Research When clients speak . . . we listen and act. This month we've added a few great features to streamline prospect research with accurate, current and complete information extracted from SEC filings and stock prices. In addition to aggregated wealth data, detailed profiles, visual...
Introduction to Kaleidoscope
360° VIEW OF PRIMARY RESEARCH One Stop Company SearchInteractive ChartsStock PricesNewsFilingsExhibitsAgreementsInsidersFinancials (5yrs)Red flagsExecutive / BOD Changes POWERFUL SEARCH OPTIONSExpressionCompanySEC filingsExhibitsAgreements10-K ItemsPeer GroupIndustryYearLocationFinancial Data EMAIL ALERTS TEXT, COMPANY, INDUSTRY, LOCATION AND FORMS COMPANY PROFILESFOCUS ON CONSOLIDATED COMPANY DATA EXHIBITS DATABASE SEARCH BY EX. NUMBER (INCORPORATED BY REFERENCE)No worries!• Linked in Exhibit List• Navigation Back• Jump to...