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This document is an initial quarterly Form 13F holdings report filed by Marshall & Sullivan Inc, an institutional investment manager. It details the filing date of May 6, 2020, for the reporting period ending March 31, 2020, and provides information about various securities held by the manager.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Identify the securities holdings to be reported, ensuring they meet the criteria for Form 13F.
02
Gather the necessary information regarding each holding, including the name of issuer, class of securities, and value of holdings.
03
Access the official Form 13F-HR provided by the SEC or a financial regulatory authority.
04
Complete the top section of the form with identifying information, including the filer’s name, address, and phone number.
05
Fill in the holdings information in the corresponding fields, providing accurate data for each security.
06
Ensure that the data is correctly aggregated and complies with the reporting requirements established by the SEC.
07
Review the completed form for accuracy and completeness.
08
File the Form 13F-HR electronically via the EDGAR system or other prescribed method and keep a copy for your records.
Who needs form 13f-hr?
01
Institutional investment managers that manage over $100 million in securities, including hedge funds, mutual funds, and pension funds.
02
Funds and entities that have discretionary authority over investment accounts and must report their holdings.
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What is form 13f-hr?
Form 13F-HR is a quarterly report that institutional investment managers are required to file with the Securities and Exchange Commission (SEC) to disclose their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers with discretionary investment authority over $100 million or more in qualified securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
To fill out Form 13F-HR, investment managers must complete Part 1, providing identifying information, and Part 2, listing their equity holdings along with their values, using the accessible format specified by the SEC.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide the SEC and the public with transparency regarding the equity holdings of large institutional investors, thereby promoting market transparency.
What information must be reported on form 13f-hr?
Form 13F-HR requires the reporting of information such as the names of securities, their class, the number of shares owned, and the fair market value of those holdings.
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