How to Read CompanyFinancial Reports
National Press FoundationPaul Miller FellowsSeptember 2013
Overview
•
Understand SEC 10-Ks, 10-Qs, 8-Ks, S4s, 13D
•
Decipher
CEO pay packages by looking at “proxy
statements” or “Form 990s”
.
•
Learn from SEC filings about company strategies,markets, competition risks and legal liabilities.
•
Feed ratios, KPIs, analyst comment into coverage;spot and enterprise.
•
Awareness of the political economy aroundfinancial reporting.
Public vs. Private
•
Public companies issue stock toinvestors, traded on publicexchanges
•
Private companies do not (some
issue public bonds, or limited stock.)
•
Non-Profit Orgs file IRS Form 990, apublic financial statement
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