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Cassandra B. Sonora, MD PA NEW PATIENT QUESTIONNAIRE Personal Information (Please Print) Pharmacy pH: Name Date Primary Care Physician Phone # Date of Birth Age M / F Social Security # Address Street

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What is cassandra b?

Cassandra B is a form filed with the Securities and Exchange Commission (SEC) that discloses the stock holdings of institutional investment managers.

Who is required to file cassandra b?

Institutional investment managers with assets under management of $100 million or more are required to file Cassandra B.

How to fill out cassandra b?

Cassandra B can be filled out electronically through the SEC's EDGAR system.

What is the purpose of cassandra b?

The purpose of Cassandra B is to provide transparency and insight into the investment activities of large institutional investors.

What information must be reported on cassandra b?

Cassandra B requires information on the securities holdings and trading activity of the institutional investment manager.

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