Date: Friday, January 30, 2026 1:00 PM - Friday, January 30, 2026 2:30 PM
A wealth of concrete information that can reliably can reliably shape capacity assessments is available to the intrepid prospect researcher through stock-related filings published on company web sites and by the Securities and Exchange Commission, but that information is frequently conveyed via dense footnotes and specialized coding that may obscure the overall picture. This session will cover such terminology and their underlying concepts and will be best suited to researchers who have had some experience with looking over such documentation as Form 4s and DEF 14As, but it will be accessible to the extent that prospect researchers who are new to the field will stand to learn a great deal as well! Topics will include:
-Insiders
-Options
-Code M
-Code F
-Code G
-Trusts
-Stock Appreciation Rights
-Phantom Stock
-American Depositary Shares
What’s on your mind? Attendees are encouraged to submit questions before the program through the registration form.
SPEAKER:
Jon Keane
Director of Prospect Management and Research
Academic Medical Centers at Mass General Brigham
COST:
$25 Members
$50 Non-Members
DEADLINES:
Deadline for registration will be Thursday, January 29th at 4PM.
LOCATION:
This program will be held as a Zoom meeting. Attendees will receive a Zoom link a day before the event. The program will NOT be recorded.
Register Here