Get the free form 13f filer information section 1: 13f-hr - First Financial Bank
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SECTION 1: 13FHRFORM 13F FILER INFORMATIONFiler Compiler Cecile Number03312018
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How to fill out form 13f filer information
How to fill out form 13f filer information
01
To fill out form 13F filer information, follow these steps:
02
Begin by entering the name of the institutional investment manager in the 'Name of Institution' field.
03
Provide the address of the institution in the 'Address' field.
04
Enter the city, state, and zip code in the respective fields.
05
Specify the type of institution in the 'Type of Institution' field.
06
Indicate the SEC file number in the 'SEC File Number' field.
07
Mention the fiscal year end date in the 'Fiscal Year End Month' and 'Fiscal Year End Year' fields.
08
Provide the contact person's name, phone number, and email address in the 'Contact Person' section.
09
Fill out the 'Form 13F Cover Page Information' section with the required details.
10
Complete the 'Table of Other Included Managers' section if applicable.
11
Finally, review the information provided and ensure its accuracy before submitting the form.
Who needs form 13f filer information?
01
Form 13F filer information is necessary for institutional investment managers who meet the SEC-defined thresholds.
02
In general, any institutional investment manager who exercises investment discretion over $100 million or more in certain equity securities must file Form 13F.
03
This includes registered investment companies, hedge funds, insurance companies, banks, and pension funds.
04
Individual investors or asset managers who do not meet the specified thresholds are not required to file Form 13F.
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What is form 13f filer information?
Form 13F filer information is a report required by the Securities and Exchange Commission (SEC) that must be filed by institutional investment managers who hold assets of at least $100 million.
Who is required to file form 13f filer information?
Institutional investment managers with assets of at least $100 million are required to file form 13F filer information.
How to fill out form 13f filer information?
Form 13F filer information can be filled out electronically through the SEC's EDGAR system by providing details of the securities holdings as required.
What is the purpose of form 13f filer information?
The purpose of form 13F filer information is to provide transparency and insight into the investment holdings and strategies of institutional investment managers.
What information must be reported on form 13f filer information?
Form 13F filer information must include details of the securities holdings of the institutional investment manager, including the name of the security, the CUSIP number, the number of shares held, and the market value.
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