Ownership US data

SEC defined Form-4 that companies have to file when majority ownership is changed. The form is submitted in XML format and contains important information about the number of shares and its total value for the majority shareholders of the company. XBRLAnalyst provides 2 main methods of retrieving this information:

  1. In Financial Explorer, SEC Filings tab contains a checkbox at the bottom that when checked allows viewing all Form-4 filings in Document Viewer.

  2. A built-in function Ownership() provided with XBRLAnalyst allows retrieving and using in financial analysis detail ownership information. For more details, consult the function Help documentation in Excel.

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