Investor Definitions

FORM 8-K

In addition to filing annual reports on Form 10-K and quarterly reports on Form 10-Q, publicly reporting companies must report certain material corporate…

5 years ago

FORM 13F -REPORTS FILED BY INSTITUTIONAL INVESTMENT MANAGERS

An institutional investment manager that uses the U.S. mail (or other means or instrumentality of interstate commerce) in the course…

5 years ago

FORM 1099, INVESTMENT INCOME (INTEREST AND DIVIDENDS)

The federal tax laws require brokerage firms, mutual funds, and other entities to report on Form 1099 all investment income,…

5 years ago

FORM 10-Q

The federal securities laws require publicly reporting companies to disclose information on an ongoing basis. For example, domestic issuers must…

5 years ago

FORM 10-K

The federal securities laws require publicly reporting companies to disclose information on an ongoing basis. For example, domestic companies must…

5 years ago

FOREIGN REGULATORS

The SEC is the primary overseer of the U.S. securities markets while foreign regulators oversee securities markets in other jurisdictions.…

5 years ago

FOREIGN EXCHANGE MARKETS

Markets that trade currencies.

5 years ago

FOREIGN CURRENCY EXCHANGE (FOREX)

A foreign currency exchange rate is a price that represents how much it costs to buy the currency of one…

5 years ago

FOREIGN CORRUPT PRACTICES ACT (FCPA)

The Foreign Corrupt Practices Act (“FCPA”) generally prohibits the bribing of foreign officials. The FCPA also requires publicly traded companies…

5 years ago

FLOOR

The lower limit for the interest rate on a floating-rate bond.

5 years ago