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GOVERNMENT OF THE DISTRICT OF COLUMBIA OFFICE OF RISK MANAGEMENT Public Sector Workers Compensation Program Jed Ross Chief Risk Officer Form 13F FINANCIAL STATEMENT READ INSTRUCTIONS HERE AND ON THE

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How to fill out form 13f - financial

How to Fill Out Form 13F - Financial:

Gather Necessary Information:

Ensure you have all the required information before starting to fill out the form. This includes the name and address of the reporting manager, the fiscal year-end date, and the CIK (Central Index Key) number.

Identify the Reporting Manager:

Indicate the reporting manager's name and address in the appropriate fields. This information helps to identify the entity responsible for filing the form.

Provide the Fiscal Year-End Date:

Enter the specific fiscal year-end date for the reporting period you are filing for. Make sure to accurately indicate the month, day, and year.

Include the Central Index Key (CIK) Number:

The CIK number is a unique identifier assigned to the reporting manager by the SEC (Securities and Exchange Commission). Enter this number on the form to properly identify the entity.

Report the List of Securities:

Itemize each security held by the reporting manager during the reporting period. Include details such as the security name, class, CUSIP number, and number of shares held. It is important to accurately provide this information.

Specify the Investment Discretion:

Indicate whether the reporting manager exercises investment discretion with respect to the securities listed on the form. Clarify if the manager has sole or shared authority to manage the investments.

Disclose Voting Authority:

If the reporting manager has voting authority over the securities listed, specify the number of shares for which voting power is shared and the number of shares for which voting power is sole.

Calculate the Aggregate Value:

Determine the aggregate value of all securities listed on the form. This value should reflect the market value at the end of the reporting period.

Signature and Date:

Once the form is completed, sign and date it to certify the accuracy of the information provided. This signature should be from an authorized individual within the reporting manager entity.

Who Needs Form 13F - Financial:

Form 13F is required to be filed by institutional investment managers who exercise investment discretion over at least $100 million in certain publicly traded securities. This form helps the SEC monitor and gain insight into the investment activities of these institutional managers. Filing requirements and exemptions may vary, so it is important to consult the SEC regulations and guidelines to determine if you are obligated to file.

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What is form 13f - financial?

Form 13F is a reporting form filed by institutional investment managers in the United States with at least $100 million in qualifying assets under management.

Who is required to file form 13f - financial?

Institutional investment managers with at least $100 million in qualifying assets under management are required to file Form 13F.

How to fill out form 13f - financial?

Form 13F can be filled out electronically and submitted through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.

What is the purpose of form 13f - financial?

The purpose of Form 13F is to provide transparency and insight into the holdings and activities of institutional investment managers.

What information must be reported on form 13f - financial?

Form 13F requires reporting of the specific securities held in the manager's portfolio, including the number of shares and market value.

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