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  • Statement Of Changes In Beneficial Ownership Of Securities Omb Approval Omb Number: 3235-0287

Get Statement Of Changes In Beneficial Ownership Of Securities Omb Approval Omb Number: 3235-0287

ATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES OMB APPROVAL OMB Number: 3235-0287 Expires: November 30, 2011 Estimated average burden hours per response... 0.5 Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934, Section 17(a) of the Public Utility Holding Company Act of 1935 or Section 30(f) of the Investment Company Act of 1940 1. Name and Address of Reporting Person * 2. Issuer Name and Ticker or Trading Symbol 5. Relationship of Reporting Person(s) to Issuer.

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How to fill out the STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES OMB APPROVAL OMB Number: 3235-0287 online

Completing the Statement of Changes in Beneficial Ownership of Securities online is an essential process for individuals who need to report their transactions involving securities. This guide provides a clear, step-by-step approach to help users accurately fill out the required fields in the form.

Follow the steps to complete the online form smoothly.

  1. Click ‘Get Form’ button to access the form and open it in your preferred online editor.
  2. Fill in the name and address of the reporting person in the respective fields, ensuring all information is accurate and up to date.
  3. Input the issuer name and ticker or trading symbol in the designated area. For example, if you are reporting for LivePerson, Inc., enter 'LIVEPERSON INC (LPSN)'.
  4. Enter the date of the earliest transaction in MM/DD/YYYY format. This refers to the first transaction that triggered the need for this report.
  5. If you are amending a previous filing, note the date the original was filed in the appropriate field.
  6. Select how the form is being filed: indicate whether it is a single reporting person or more than one by checking the appropriate box.
  7. Complete Table I by filling in each relevant field for non-derivative securities acquired, disposed of, or beneficially owned. This includes the title of the security, transaction dates, transaction codes, securities acquired or disposed of, and information about ownership forms.
  8. If applicable, complete Table II for derivative securities. Provide similar details as in Table I for any derivatives owned.
  9. Provide any explanations of the responses where required, ensuring clarity for the reviewing parties.
  10. Finalize the form by adding any necessary signatures. If the form is being filed by more than one person, ensure each person has signed where required.
  11. Once you have completed all sections, you can save changes, download, print, or share the form as necessary.

Complete your SEC filings online to ensure compliance and avoid penalties.

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Change of Beneficial Ownership means, with respect to any Consultantship that is operated as a Business Entity, the sale, transfer or acquisition of any ownership interest in the Business Entity by any person or entity or group of persons or entities who are not listed on the original Business Entity Registration Form ...

What's a Form 4? In most cases, when an insider executes a transaction, he or she must file a Form 4. With this form filing, the public is made aware of the insider's various transactions in company securities, including the amount purchased or sold and the price per share.

Form 3 is a document that a company insider or major shareholder must file with the SEC. The information provided on the form is meant to disclose the holdings of directors, officers, and beneficial owners of registered companies and becomes public record.

Schedules 13D and 13G are commonly referred to as a “beneficial ownership reports.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

SEC Form 4: Statement of Changes in Beneficial Ownership is a document that must be filed with the Securities and Exchange Commission (SEC) whenever there is a material change in the holdings of company insiders.

SEC Form 3: Initial Statement of Beneficial Ownership of Securities is a document filed by a company insider or major shareholder with the Securities and Exchange Commission (SEC).

A beneficial owner holds shares indirectly, through a bank or broker-dealer. Beneficial owners holding their shares at a broker-dealer or bank are sometimes said to be holding shares in “street name.” The majority of U.S investors own their securities this way.

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Get STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES OMB APPROVAL OMB Number: 3235-0287
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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232