Sometimes, research related to a specific company may require you to learn about that company's equity structure, debt obligations, and financial performance. For a public company (a company whose shares trade on one or more stock exchanges), this information is often available in SEC filings. Research steps should include the following:
- Determine the relevant company. Where there are multiple related companies, look for a publicly owned parent.
- Identify the relevant time period
- Identify the type of filing, if known (see the SEC's Forms Index)
- Consult resources for SEC filings (using the search tools on EDGAR, or databases below)