SEC data

10-K Filings Guide: Introduction

If you use just one document when writing about a public company, use the 10-K – the annual report that publicly traded companies file with U.S. securities regulators. But they also serve up the most comprehensive picture of a company

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10-K Filings Guide: Basics

Our popular business beat basics series is now available all in one place in ebook form for your convenience. Go here to download the Reynolds Center’s free ebook, Business Beat Basics. *** ANATOMY OF A 10-K Part I If you’re

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10-K Filings Guide: Traps and Mistakes

Find what’s missing In general, 10-K filings are much more consistent across companies and even industries than the more free-form 10-Q. There can be some quirks, however. For example, many companies leave the Legal Proceedings section blank and simply refer

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10-K Filings Guide: Tips and Tricks

Tips and Tricks One big use for the 10-K is context: If you want to put a number in context, you can compare it to the previous year’s net income or assets, as appropriate. Or to show a company’s reach,

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10-K Filings Guide: Resources

Quite a few experts and organizations have written up quick (and not so quick) guides to using a 10-K. Each has slightly different emphasis — check out a few and see what works for you. Some of the best I’ve

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8-K Filings Guide: Introduction

When there’s news at a publicly traded company, there’s probably also an 8-K filing. These are the filings that many investors watch most closely, and among the ones companies file most often. That isn’t surprising: 8-Ks are easily the most

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8-K Filings Guide: Kinds of 8-Ks

As mentioned in the Introduction, 8-K filings come in a bewildering variety. Below, we’ve identified some of the most common types that are the most useful to reporters. The 8-K code One often-overlooked feature of the 8-K is the number

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8-K Filings Guide: Tips and tricks

The 8-K’s strong suit for reporters is news. After all, companies use them to disclose (or try to bury) news of their own. With the biggest companies, it’s hard to beat the wire services when it comes to juicy details

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8-K Filings Guide: Traps and Mistakes

Most 8-K filings are pretty straightforward, but some can still prove confusing. Some companies bury important information, or emphasize the rosy and downplay the gloomy. Further complicating matters: widespread misconceptions about what companies are required to do, and what kinds

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8-K Filings Guide: Resources

The SEC’s Edgar database is free and relatively simple. Start with the company search page to find a particular company’s filings, by name or ticker symbol. Use the full text-search page to search across companies for individual words, or for

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