This form is a simplified version of Schedule 13D, a filing that serves similar purposes but is more involved and comprehensive. To qualify for the less burdensome Schedule 13G filing, investors ...

Schedule 13G is an official form that federal regulators may require investors to file when they purchase a significant amount of a company’s stock but have no intention of influencing or ...

The undersigned agree to file jointly with the Securities and Exchange Commission (the “SEC”) any and all statements on Schedule 13D or Schedule 13G (and any amendments or supplements thereto ...

In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a statement on Schedule 13G ...

On February 12, 2025, the Division of Corporation Finance of the U.S. Securities and Exchange Commission (SEC) published Staff Legal Bulletin No.

revised its "beneficial ownership reporting" interpretations in ways that could put new burdens on firms like Vanguard that now rely on the SEC's Schedule 13G form to report major holdings.

Companies and large institutional investors are reviewing how the new guidance will affect their future interactions, some of which could force them to switch to the more demanding Schedule 13D.

A Schedule 13G filing indicates a significant passive ... Forward-Looking Statements" section of the Current Report on Form 8-K filed with the Securities and Exchange Commission on July 18 ...