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DOMESTIC SHAREHOLDER IDENTIFICATION
There is abnormal trading activity
in your company's shares. The stock price is up and volume has reached
unusual levels. Your board of directors needs to know who the company's
largest shareholders are now and you cannot give them stale information.
The Altman Group's team enables you to know who is holding shares, provides
insights as to why transactions are occurring and measures the success
of your investor relations efforts. The Altman Group offers our clients
these essential components:
Shareholder Identification
As either a one-time report for an annual meeting or as quarterly reports
for board presentations, the shareholder identification report arms you
with the information you need to stay informed. The report is comprised
of:
Ownership Overview: Detailed information that lays out how the
outstanding shares are distributed among various investor constituents
(e.g., insiders, institutions, retail holders, etc.) as well as a graphical
analysis of investors by investment style and turnover rates.
List of Institutions: Sorted in alphabetical and descending share
order, it includes investment contact information as well as investment
style.
Investor Dossiers: Provided for each institutional investor, they
include investment strategy, key contact details, and historical shareholdings,
as well as beneficial owner information.
Market Intelligence
Our Market Intelligence program aims to keep you informed at all times.
The Altman Group acts as your eyes and ears on the street, alerting you
to any unusual trading and to what is driving this activity. Through daily
contact, weekly summaries and monthly reports, The Altman Group updates
you on:
- Who is buying and selling your stock.
- Which beneficial owners/mutual funds the investment managers are trading
for.
- Why these transactions are occurring.
- What rumors are circulating on the street.
By monitoring unusual trading activity, analyzing the participants behind
each block trade, reviewing and recommending appropriate candidates for
investor meetings and conducting various other ad-hoc projects, we can
maximize your investor relations efforts.
The Altman Group provides each client with comprehensive, in-depth information
on its Shareholders through our unique and dedicated approach to garnering
market intelligence.
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