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This document is a filing by Oppenheimer Group, Inc. and Oppenheimer Capital disclosing beneficial ownership of shares in EXAR Corp., reporting the number of shares owned, voting power, and other
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How to fill out schedule 13g
How to fill out Schedule 13G
01
Obtain the latest version of Schedule 13G from the SEC website.
02
Provide your name and address at the top of the form.
03
Indicate the name of the issuer and the title of the securities.
04
Enter your ownership percentage in the appropriate section.
05
Describe the type of ownership (e.g., direct or indirect).
06
Complete additional required disclosures, such as the purpose of acquisition.
07
Sign and date the form.
08
Submit the completed Schedule 13G to the SEC electronically.
Who needs Schedule 13G?
01
Individuals or entities that acquire more than 5% of a class of securities registered under the Exchange Act but are not seeking control of the issuer.
02
Passive investors, such as mutual funds or institutional investors, who hold securities without a desire to influence control.
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People Also Ask about
What triggers a 13G filing?
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.
What are the requirements for filing a 13G filing?
While Schedule 13G is typically used by passive investors who do not intend to influence or control the company, Schedule 13D is required when an investor has an activist agenda. In most cases, if an investor does not intend to play an active role in the company, filing Schedule 13G is the best option.
What are the requirements for filing 13F?
Schedule 13D is a form that must be filed with the U.S. Securities and Exchange Commission (SEC) when a person or group acquires more than 5% of a voting class of a company's equity shares. Schedule 13D must be filed within 10 days of the filer reaching a 5% stake.
What are the new filing requirements for 13G?
Effective September 30, 2024, the initial Schedule 13G filing deadline for when beneficial ownership exceeds 5% for QIIs and exempt investors will change from within 45 calendar days after the end of a calendar year in which the person became obligated to report beneficial ownership to within 45 calendar days after the
What is a Schedule 13G?
Individuals and entities are required to file their 13D & 13G disclosure within a 10-day period of becoming the owner of 5% or more shares. In the case of 13G, individuals and entities may have up to 45 days after year-end to file if their ownership remains below 10% or if there was no material change in ownership.
Is 13G filing good or bad?
New Filing Deadlines for Schedule 13G Initial Filing: The earlier of: (a) 45 days after the end of the calendar quarter in which the person's beneficial ownership exceeds 5% at quarter-end; and (b) five business days after the end of the first month in which the person's beneficial ownership exceeds 10% at month-end.
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What is Schedule 13G?
Schedule 13G is a regulatory filing required by the U.S. Securities and Exchange Commission (SEC) for certain investors who acquire significant ownership stakes in publicly traded companies, typically in passive investment scenarios.
Who is required to file Schedule 13G?
Schedule 13G must be filed by institutional investors, such as mutual funds and pension funds, as well as individual investors who own more than 5% of a company's equity, provided that they are not seeking to influence control of the company.
How to fill out Schedule 13G?
To fill out Schedule 13G, the filer needs to provide information including their identification details, the number of shares owned, the class of securities, and their intent with the ownership. The form must be submitted electronically via the SEC's EDGAR system.
What is the purpose of Schedule 13G?
The purpose of Schedule 13G is to provide transparency in the ownership of publicly traded companies, allowing the SEC and investors to track significant changes in ownership that could affect company management and operations.
What information must be reported on Schedule 13G?
The information that must be reported on Schedule 13G includes the name of the reporting person, their address, the title and class of the securities, the number of shares owned, and any contracts or arrangements related to the securities.
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