Aug 27, 2025 · Schedule 13G is filed to disclose beneficial ownership of more than 5% of a company's stock with fewer reporting requirements than Schedule 13D. Institutional investors can use Schedule …

Jul 11, 2025 · Answer: Only a security holder who was initially eligible to report its beneficial ownership on a Schedule 13G and was later required to file a Schedule 13D may switch to reporting on a …

(1) A person who would otherwise be obligated under paragraph (a) of this section to file a statement on Schedule 13D (§ 240.13d-101) may, in lieu thereof, file with the Commission, a short-form statement …

Schedules 13D and 13G are commonly referred to as a “beneficial ownership reports.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares …

Schedule 13G is an alternative SEC filing for the Schedule 13D which can be filed in lieu of Schedule 13D by anyone who acquires more than 5% ownership of a Section 13 security and qualifies for one …

Oct 1, 2024 · On September 30, 2024, the revised Schedule 13G filing deadlines became effective. In this article, we provide an overview of the new regime and provide a comparison with the …

Feb 18, 2025 · Shareholders, including those acting as a group, that beneficially own more than 5% of a class of registered voting securities must report their ownership on either a 13G or a 13D.

Jun 27, 2023 · Passive investors must file Schedule 13G within 10 days of a transaction that amounts to more than 5% but less than 20% ownership of a company. They are also only eligible if they do not …

May 22, 2025 · If you beneficially own 5% or more of a public company’s voting equity securities, you may be required to file Schedule 13G — and as of September 30, 2024, the deadlines are faster and …

Mar 1, 2025 · The Schedule 13G form is filled out by investors and filed with the Securities and Exchange Commission (SEC). Its purpose is to require certain shareholders to report their ownership …