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SEC Form 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSIONER 4Washington, D.C. 20549STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIPCheck this box if no longer subject to Section 16. Form 4 or Form 5
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01
To fill out the total held in column, follow these steps:
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Start by identifying the column labeled 'Total Held'.
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Look for the corresponding row where you want to input the total held value.
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Double-check if there are any specific instructions or guidelines provided for filling out this column.
05
If no specific instructions are given, sum up all the held values in the individual rows of the column to calculate the total held.
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Input the calculated total held value in the designated cell of the 'Total Held' column for the corresponding row.
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Repeat this process for each row requiring a total held value.
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Finally, review and verify all the filled-in total held values to ensure accuracy and correctness.
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The individuals or entities who require total held in the column vary depending on the specific context or purpose of the column.
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However, some common examples of who may need this information include:
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- Financial analysts or investors who analyze and assess holding patterns or portfolios.
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- Managers or decision-makers who evaluate asset allocations or investment diversification.
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- Regulators or governing bodies who monitor compliance or risk management.
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- Individuals or organizations tracking their own financial assets or investments.
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What is total held in column?
Total held in column refers to the sum of all assets or investments owned by an individual or entity as recorded in a financial statement or report.
Who is required to file total held in column?
Individuals, businesses, and organizations that hold financial assets and are subject to reporting requirements under applicable laws must file total held in column.
How to fill out total held in column?
To fill out total held in column, list each asset or investment individually, amount the value of each, and provide the total sum at the end of the column.
What is the purpose of total held in column?
The purpose of total held in column is to provide a clear and concise summary of an individual’s or organization’s total financial holdings for transparency and reporting purposes.
What information must be reported on total held in column?
The report must include the type of each asset, its value, the date of valuation, and any pertinent details related to ownership and liquidity.
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