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Answered By: Mindy Kent
Last Updated: Jan 08, 2016     Views: 122

Corporate Reports

The term "corporate reports" typically refers to financial reports created to comply with a country's financial authority regulations.

In the U.S., the Securities and Exchange Commission (SEC) regulates the nation's securities markets to ensure that investors have adequate information on which to base their investment decisions. Visit the SEC website to learn about what filings are available, and what information must be filed with the agency.

Looking at SEC filings is a good way to find precedential language such as for such as M&A agreements, financing agreements, or materials contracts.

Some commonly sought Filings:

  • S-1    General Registration
  • 8-K    Current Report
  • 10-K  Annual Report
  • 10-Q  Quarterly Report
  • Proxy

 Some of the most commonly searched Exhibits:

  • Plan of Acquisition/Reorganization (Exh. 2)
  • Articles & By-Laws (Exh. 3)
  • Material Contracts (Exh. 10)
  • Annual/Quarterly Reports to Shareholders (Exh. 13)

SEC Website

Search SEC filings for documents, such as M&A agreements, financing agreements, or materials contracts. 

Westlaw & Bloomberg Law

The EDGAR databases in Westlaw & Bloomberg Law provide templates for searching SEC filings.  One of the easiest ways to locate helpful documents is to limit your search by Filing and Exhibit type.

Knowledge Mosaic

Search EDGAR by filing, form or exhibit type; allows to specify information related to financial statements and industry, among other criteria.

Company Investor Relations Webpage

Publicly held companies in the United States provide a great amount of information and documentation through the investor relations (IR) office.  Go to a company’s IR page for company financial statements, archived quarterly investor calls, and 10-Qs, 10-Ks and 8-Ks.

Proquest Historical Annual Reports

Key data (financial, Fortune 500 ranking, industry classification, key people, geographic location, auditor, and related companies) are indexed in the citation and can be searched.

Harvard Business School Chart for Historical Reports

This chart lists the availability of historical corporate reports available at the HBS Baker Library from 1840 on.
Answered by Mindy Kent
Last Updated: Jan 08, 2016     Views: 122