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This document is an initial quarterly Form 13F holdings report filed by institutional investment manager Matthew Rosenberg. It includes detailed information about the securities and investments managed
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Obtain Form 13F-HR from the SEC website or relevant regulatory body.
02
Provide the name of the institutional investment manager at the top of the form.
03
Fill in the address of the investment manager, including city, state, and ZIP code.
04
Include the correct fiscal year ending date for which the form is being submitted.
05
List all the securities owned that are required to be reported under the form, including their names, titles, and CUSIP numbers.
06
Indicate the number of shares or principal amount for each security.
07
Calculate and report the total value of the holding for each security.
08
Sign and date the form as the institutional investment manager or an authorized representative.
09
Submit the completed form electronically through the SEC’s EDGAR system.
Who needs form 13f-hr?
01
Institutional investment managers who manage over $100 million in eligible securities.
02
Pension funds, mutual funds, hedge funds, and other large investment entities.
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What is form 13f-hr?
Form 13F-HR is a regulatory filing required by the U.S. Securities and Exchange Commission (SEC) that institutional investment managers must complete to report their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers with discretion over $100 million or more in assets are required to file Form 13F-HR.
How to fill out form 13f-hr?
Form 13F-HR is filled out by providing details such as the name and address of the filing manager, the signature of the responsible person, and a list of the securities held, including the number of shares and the value.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency regarding the equity holdings of large institutional investors, allowing for greater market transparency.
What information must be reported on form 13f-hr?
The information reported on Form 13F-HR includes the name of each security, the number of shares held, the fair market value of those shares, and other relevant identifying information such as the CUSIP number.
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