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...
Export Insider Focus Results to Excel
Export Insider Focus Results to Excel When it comes to prospect research and development, having accurate and timely wealth data is crucial. Are you equipped with the most comprehensive and up-to-date list of wealth data extracted from SEC filings? And if you're looking to organize your list of prospects based...
Export Insider Profiles . . . 1-2-3
Export Insider Profiles . . . 1-2-3 Looking to give your Insider files a boost? It's a breeze to choose specific elements and export all the important data for insiders into a handy PDF file. The steps are straightforward. 1. In the Insider Focus section, navigate to the Profile view...
SEC Revamping Activist Investor Disclosures
SEC Revamping Activist Investor Disclosures SEC Adopts Final Rules Accelerating Beneficial Ownership Reporting The newly adopted rules greatly enhance the speed and efficiency of beneficial ownership reporting by activist investors and institutional investors, promoting transparency in a marketplace that has previously allowed certain investors to acquire significant amounts of a...
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...