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An annual report is a comprehensive report on a company's activities and financial performance in the preceding year. It may include general corporate information, financial statements, director's report, auditor's report, sustainability information and other features.
A business plan is a formal document that states the goals, methods, and time-frame of a business. It can be internally or externally focused, and it can be used for different purposes such as financing, strategic planning, or project management.
SEC filing is a document submitted to the U.S. Securities and Exchange Commission by public companies, insiders, and broker-dealers. Learn about the common filing types, such as 10-K and 10-Q, and how to access them online through EDGAR or Dataverse.
Form 10-K is a comprehensive summary of a company's financial performance and other information required by the U.S. Securities and Exchange Commission (SEC). It includes company history, organizational structure, executive compensation, equity, subsidiaries, and audited financial statements, among other items.
Form 8-K is a type of report filed by US public companies with the SEC to inform investors of specified events that may be important to shareholders or the SEC. Learn about the types, items, and examples of Form 8-K events, and how to read and interpret them.
A financial statement is a formal record of the financial activities and position of a business, person, or other entity. It typically includes four basic statements, a management discussion and analysis, and follows certain standards and regulations.
An annual general meeting (AGM) is a meeting of the general membership of an organization, such as a company or an association. It is usually held to conduct business on behalf of the organization, such as electing directors, reviewing accounts, and declaring dividends.
Learn about the history, mission, and programs of the SBA, a federal agency that supports entrepreneurs and small businesses in the U.S. Find out how the SBA provides loans, contracts, counseling, and disaster assistance to small businesses.