shareholdings
Equity ownership amounts
Shareholdings are the shares owned by a person or entity in a company or companies.
The term usually appears in financial and corporate contexts, referring to ownership stakes that may confer voting rights or dividends: She disclosed her shareholdings in the annual report.
A substantial shareholding might give an investor significant influence over company decisions.
Particles from abrasion
- SECStock market regulator
- annual reportOrganization's periodic financial summary
- 10-KMandatory yearly SEC filing
- insider tradingIllegal securities transactions using nonpublic information
beneficial ownership · transparency · regulatory · compliance · declaration · register · public record · notification
Ownership stakes or inventory
- stakeSharpened post or share
- equitiesOwnership stakes in corporations
- securitiesTradeable financial assets
- capitalWealth used for investment
dividends · valuation · blue-chip · growth · value · common stock · preferred stock · voting rights
Sharpened post or share
- controlling interestShares sufficient for dominance
- majorityOver half of total
- minoritySmaller part of whole
- proprietorshipSole-owner business entity
title · possession · corporate governance · voting power · board seat · proxy · fiduciary · disclosure
Expanding into varied areas
- allocationDistribution of shares
- positionsLocations or viewpoints held
- weightingAssigning relative importance values
- rebalancingRestoring proper proportions
concentration · exposure · risk profile · long-term · short-term · passive · active management · benchmark
filings
Particles from abrasion
- SECStock market regulator
- annual reportOrganization's periodic financial summary
- 10-KMandatory yearly SEC filing
insider trading · beneficial ownership · transparency · regulatory · compliance · declaration · register · public record · notification · threshold
stocks
Ownership stakes or inventory
- stakeSharpened post or share
- equitiesOwnership stakes in corporations
- securitiesTradeable financial assets
capital · dividends · valuation · blue-chip · growth · value · common stock · preferred stock · voting rights · stock options
stake
Sharpened post or share
- controlling interestShares sufficient for dominance
- majorityOver half of total
- minoritySmaller part of whole
proprietorship · title · possession · corporate governance · voting power · board seat · proxy · fiduciary · disclosure · insider
diversification
Expanding into varied areas
- allocationDistribution of shares
- positionsLocations or viewpoints held
- weightingAssigning relative importance values
rebalancing · concentration · exposure · risk profile · long-term · short-term · passive · active management · benchmark · performance
shareholdingsdebentures
Unsecured corporate debt instruments
corporate bonds · promissory notes · mortgages · receivables
shareholdingsliabilities
Amounts owed to others
debts · obligations · borrowings · indebtedness · payables