Investor Definitions

STATE SECURITIES REGULATORS

While the SEC regulates and enforces the federal securities laws, each state has its own securities regulator who enforces what…

5 years ago

STATE REGULATORS

In addition to state securities regulators, there are a number of state agencies that may be able to assist you with…

5 years ago

STANDARD & POOR’S DEPOSITARY RECEIPTS (SPDR) TRUST

An ETF designed to replicate the performance of the Standard & Poor's 500 Index. Because of its acronym, the SPDR…

5 years ago

SPIN-OFFS

In a "spin-off," a parent company distributes shares of a subsidiary to the parent company's shareholders so that the subsidiary…

5 years ago

SOURCES OF MUNICIPAL SECURITIES INFORMATION

Most municipal securities offerings are exempt from the registration provisions of the federal securities laws.  That means municipal issuers do…

5 years ago

SOCIAL SECURITY RETIREMENT PLANNER

The Social Security Administration has interactive tools to help you calculate what social security benefits you can expect to receive at retirement.…

5 years ago

SHORT SALES

A short sale occurs when you sell stock you do not own. Investors who sell short believe the price of…

5 years ago

SHORT SALE VOLUME AND TRANSACTION DATA

To increase the transparency surrounding short sale transactions, several self-regulatory organizations (SROs) are providing on their websites daily aggregate short selling volume…

5 years ago

SHAREHOLDER SERVICE FEES

Fees paid to respond to inquiries from investors and provide them with information about their investments.

5 years ago

SHAREHOLDER LISTS, WHEN YOU CAN GET THEM

Although investors sometimes ask the SEC for a list of a company's shareholders, the SEC does not maintain shareholder lists.…

5 years ago