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21319 Mtg Item B.1. Updated Report #1STAFF REPORT CITY OF SOLANO BEACH TO: FROM: MEETING DATE: ORIGINATING DEPT: SUBJECT:Honorable Mayor and City Council members Gregory Wade, City Manager February
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How to fill out form 13f cover page

01
Start by identifying the name of the institutional investment manager.
02
Provide the SEC file number of the investment manager.
03
Specify the business address, telephone number, and contact person for the investment manager.
04
Indicate the primary business activity of the investment manager.
05
Disclose the name and contact information of the person completing the form.
06
Sign and date the form before submitting it to the SEC.

Who needs form 13f cover page?

01
Institutional investment managers managing $100 million or more in qualifying securities are required to file Form 13F with the SEC.
02
Form 13F cover page provides important information about the investment manager and the securities they manage, making it necessary for regulatory compliance and transparency purposes.
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Form 13F cover page is a document filed with the SEC that provides identifying information about the filer and the institutional investment manager.
Institutional investment managers with assets under management of at least $100 million in certain securities are required to file Form 13F cover page.
Form 13F cover page is filled out electronically and submitted through the SEC's EDGAR system. The form requires information such as the name and address of the filer, the securities held, and the fair market value of those securities.
The purpose of Form 13F cover page is to provide transparency into the holdings and activities of institutional investment managers, which can help investors make informed decisions.
Form 13F cover page requires information on the name and address of the institutional investment manager, the types of securities held, the value of those securities as of the end of the reporting period, and the number of shares held.
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