Annual Reports

Hollywood, Delray Beach and Deerfield Beach, Florida Securities and Investment Fraud and Misrepresentation FINRA Arbitration and Litigation Laywer, Russell L. Forkey, Esq.

Annual Reports - continue to be a source of useful and allegedly accurate information for shareholders and potential investors to rely upon for information about a company in which they currently hold stock or are thinking about investing in. But in reviewing these reports, readers must know what to look for and have a general understanding of the information that is supposed to or is usually contained therein. Thus, this post is being provided as a basic check list of these items. The information is being provided for educational purposes only. Consequently, it is not designed to be complete in all material respects. It should not be relied upon as providing legal or investment advice. If you have any questions relative to its content, you should contact a qualified professional.

What type of information does the annual report usually contain?

The majority of annual reports of major public companies include a table of contents on the inside front cover. The following sections are typical:

Closely held corporations usually do not provide annual reports, which contain as much detailed information as does that of a public company.  The information required to be provided to shareholders in closely held corporations is usually provided for in a shareholders agreement, bylaws of the company or minimally provided for by statute in the state where the corporation is incorporated.

For a more complete discussion of each of the items contained above, please follow the highlighted links.

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With extensive courtroom, arbitration and mediation experience and an in-depth understanding of elder abuse, exploitation and securities law, our firm provides all of our clients with the personal service they deserve. Handling cases worth $25,000 or more, we represent clients throughout Florida and across the United States, as well as for foreign individuals that invested in U.S. banks or brokerage firms. Contact us to arrange your free initial consultation.

At the Boca Raton Law Office of Russell L. Forkey, we represent clients throughout South and Central Florida, including Boca Raton, West Palm Beach, Boca Raton, Sunrise, Plantation, Coral Springs, Deerfield Beach, Pompano Beach, Delray, Boynton Beach, Hollywood, Lake Worth, Royal Palm Beach, Manalapan, Jupiter, Gulf Stream, Wellington, Fort Pierce, Stuart, Palm City, Jupiter, Miami, Orlando, Maitland, Winter Park, Altamonte Springs, Lake Mary, Heathrow, Melbourne, Palm Bay, Cocoa Beach, Vero Beach, Daytona Beach, Deland, New Smyrna Beach, Ormand Beach, Broward County, Palm Beach County, Dade County, Orange County, Seminole County, Martin County, Brevard County, Indian River County, Volusia County and Monroe County, Florida. The law office of Russell L. Forkey also represents South American, Canadian and other foreign residents that do business with U.S. financial institutions, investment advisors, brokerage and precious metal firms.