What Is Schedule 13D? Schedule 13D is a form that must be filed with the U.S. Securities and Exchange Commission (SEC) when a person or group acquires more than 5% of a voting class of a company’s equity shares. Schedule 13D must be filed within 10 days of the filer reaching a 5% stake. Schedule
What Is Schedule 13G? The Securities and Exchange Commission (SEC) Schedule 13G form is an alternative filing for the Schedule 13D form and is used to report a party’s ownership of stock which exceeds 5% of a company’s total stock issue. Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements. Schedule
What Is Schedule 14C? Schedule 14C lays out certain disclosure criteria for companies with securities registered with the Securities and Exchange Commission (SEC). Schedule 14C is a proxy statement that an attorney prepares when a public company holds its stockholders’ meeting each year. It is required when the issuer holds special meetings to vote on
What Is Schedule 14D-9? Schedule 14D-9 is a filing with the Securities and Exchange Commission (SEC) when an interested party, such as an issuer, a beneficial owner of securities, or a representative of either, makes a solicitation or recommendation statement to the shareholders of another company with respect to a tender offer. The company that
What Is a Schedule II Bank? A Schedule II bank is a subsidiary of a foreign bank that is permitted to do business in Canada. Typically, the names of these banks reflect their foreign subsidiary nature, such as Citibank Canada and the Amex Bank of Canada. A Schedule I bank is a domestic institution such
What Is Schedule A (Form 1040 or 1040-SR): Itemized Deductions? Schedule A (Form 1040 or 1040-SR): Itemized Deductions is an Internal Revenue Service (IRS) form for U.S. taxpayers who choose to itemize their tax-deductible expenses rather than take the standard deduction. The Schedule A form is an optional attachment to the standard 1040 form that
What Is Schedule D? Schedule D is one of the many schedules provided by the IRS and filed with the U.S. Individual Income Tax Return Form 1040. Schedule D is required when reporting any gains or losses you realize from the sale of your capital assets. Capital assets include property you own and use for personal
What Is Scheduled Personal Property? Scheduled personal property is a supplemental insurance policy that extends coverage beyond the standard protection provided in a homeowners’ insurance policy. By purchasing a scheduled personal property policy, owners can ensure full coverage of expensive items, such as jewelry, in the event of a claim. Key Takeaways Scheduled personal property is an additional
What Is a Scheduled Recast? A scheduled recast is a recalculation of the remaining payment schedule of principal and interest payments for a mortgage. A mortgage is a type of loan in which a bank lends to a borrower for the purchase of a home. The recast is done on a predetermined or scheduled date. Some mortgage
Schedule F is a section in an annual insurance statement in which reinsurance transactions are disclosed. It is used by regulators to identify the different reinsurance arrangements that an insurer may be taking part in, and provides an indicator of whether the insurer will be able to collect reinsurance recoverables if losses are incurred. Schedule
