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A statement of beneficial ownership of common stock by certain persons as filed with the SEC.
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How to fill out form sc 13g

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How to fill out FORM SC 13G

01
Obtain a copy of FORM SC 13G from the SEC website or relevant financial authority.
02
Read the instructions provided with the form carefully.
03
Fill in your name and address at the top of the form.
04
Provide the name of the issuer whose securities you are reporting on.
05
Specify the date on which you became aware of your beneficial ownership of the securities.
06
Indicate the class of securities that you own (e.g., common stock, preferred stock).
07
Provide the number of shares you own and specify whether they are directly or indirectly owned.
08
Complete any other applicable sections such as the nature of your ownership or voting power.
09
Sign and date the form.
10
Submit the completed form to the SEC electronically or by mail as instructed.

Who needs FORM SC 13G?

01
Individuals or entities that acquire beneficial ownership of 5% or more of a class of securities registered under the Securities Exchange Act of 1934.
02
Institutional investors who are reporting their passive investment strategy without intent to influence control of the issuer.
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People Also Ask about

Form 13F is mandatory for institutional investment managers who manage assets of at least $100 million and requires quarterly reporting. On the other hand, Schedule 13G is triggered when an investor acquires beneficial ownership of more than 5% of a class of equity securities.
Someone who becomes a 5% or greater beneficial owner of the company's stock is required to file Schedule 13D & 13G, which is also called a beneficial ownership report. Individuals, groups and institutional entities are subject to this requirement.
Institutional investors can file a Schedule 13G if they acquired securities while doing normal business and they have no intention of influencing control of the issuer.
The initial Schedule 13G is due within 45 calendar days after the calendar year in which the person becomes obligated to file and amendments are due within 45 calendar days after the end of each calendar year thereafter to report any change in the information contained in the Schedule 13G.
You can find the Schedules 13D and 13G for most publicly traded companies in the SEC's EDGAR database. You can learn how to use EDGAR to find information about companies.
This no-action letter has given rise to what practitioners refer to as the “rule of three,” which provides that, where voting and investment decisions regarding an entity's portfolio are made by three or more persons and a majority of those persons must agree with respect to voting and investment decisions, then none
Schedule 13G filings are a crucial tool for investors to disclose their ownership stakes in publicly-traded companies. These filings provide transparency in the market and allow investors to make more informed decisions.

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FORM SC 13G is a filing required by the U.S. Securities and Exchange Commission (SEC) for passive investors who acquire more than 5% of a company's equity securities. It is an alternative to FORM SC 13D, which is used for active investors.
FORM SC 13G must be filed by investors who own more than 5% of a company's equity securities and who do not intend to influence or control the company.
To fill out FORM SC 13G, an investor must provide information including their identity, the purpose of the transaction, the amount of securities held, and how the securities were acquired. The form must be completed accurately and filed with the SEC.
The purpose of FORM SC 13G is to provide transparency in the ownership of publicly traded companies, allowing the SEC and the public to track significant shareholders who may affect company policies.
FORM SC 13G requires reporting information such as the name and address of the filer, the number of shares owned, the percentage of the class owned, the source of funds for the purchase, and any agreements with other shareholders regarding the securities.
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