Forward Dividend Yield: Definition, Formula, vs. Trailing Yield
Key takeaways – Forward dividend yield estimates a stock’s next 12 months of dividend income as a percentage of its current share price. –…
Fortune 500 Company? How Companies Are Ranked
Key takeaways – The Fortune 500 is an annual ranking—published by Fortune magazine—of the 500 U.S. companies with the largest total revenues for their…
Fortune 100 Definition, Requirements, and Top Companies
The Fortune 100 is the set of the 100 largest U.S. companies by annual revenue, drawn from Fortune magazine’s annual Fortune 500 ranking. The…
Form Adv
Key takeaways – SEC Form ADV is the uniform registration and disclosure form for investment advisers. It collects firm identity, business practices, fees, conflicts…
Form 1098
Overview Form 1098, Mortgage Interest Statement, is the form your lender sends to you and the IRS if you paid $600 or more in…
SEC Form 4 Explained: Changes in Insider Beneficial Ownership
Key takeaways – SEC Form 4 discloses changes in ownership of a company’s equity by insiders — officers, directors, and beneficial owners of more…
SEC Form 3? Definition, When to File, and Requirements
Key takeaways – SEC Form 3, “Initial Statement of Beneficial Ownership of Securities,” is the first public disclosure an insider (officer, director, or 10%…
SEC Form 144: Definition, Filing Rules, Example
• SEC Form 144 is a notice of proposed sale that must be filed by an affiliate (insider) — typically an officer, director or…
Form 1099-R: What It’s Used for and Who Should File It
Overview – What it is: Form 1099‑R is an IRS information return used to report distributions from retirement-related accounts (pensions, annuities, profit‑sharing plans, IRAs,…
Form 1099-Q: Payments From Qualified Education Programs?
Overview – Form 1099‑Q reports distributions (including rollovers) from qualified tuition programs (529 plans, also called QTPs) and Coverdell education savings accounts (CESAs/ESAs). –…