Automated Underwriting

January 17th, 2012

Description: This search is designed to locate companies that rely on programmed computer systems for loan underwriting decisions.

Database: Filings Search

Keywords: automat! underwriting

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

France’s Credit Rating

January 13th, 2012

Description: This search is designed to locate information concerning France’s change in its credit rating.

Search Criteria: In the Filings Search, in the Keywords field, type: downgrad! w/15 (france p/15 credit rating)

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Mortgage-backed Securities by Property Address

November 3rd, 2011

Description: This search is designed to find properties whose loans have been purchased and pooled into Mortgage-Backed Securities.

Criteria: In the Exhibits Database, in the Exhibit Title Word Search, enter: (pooling w/3 servicing) or (loan w/10 purchase)

In the Exhibit Body Word Search, enter:  ((mortgage or loan) w/5 schedule) AND ([partial address]))

Example: ((mortgage or loan) w/5 schedule)) AND (((austin w/5 (tx or texas)) or (1001 w/3 (first or 1st)))

Click HERE to continue to the word search screen.  From this screen, you can run the search or customize the criteria for your specific needs.  Remember to modify the dates for your search.

Debt Crisis in Greece

October 7th, 2011

Description: This search is designed to locate information concerning the debt crisis in Greece.

Search Criteria: In the Filings Search, in the Keywords field, enter: (greek or greece) w/25 (bail out or bailout or debt or economic unrest or negative outlook)

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Dodd-Frank: Conflict Minerals Reporting

October 7th, 2011

Description: This search is designed to locate information concerning conflict minerals used in manufacturing, as required by the Dodd-Frank Act. The Act requires public companies to report on their use of conflict minerals originating from the Democratic Republic of Congo or its nine immediate neighbors.

Search Criteria: In the Filings Search, in the Keywords field, enter: conflict minerals w/50 dodd-frank

Tip: Add the name of the conflict mineral, like columbite-tantalite, coltan, cassiterite, gold, wolframite or tungsten.

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Failing Pay-For-Performance

October 3rd, 2011

Description: This search is designed to locate a discussion on the failure to link compensation to performance or objectives like “Pay on Performance” or “Say on Pay” practices.

Search Criteria: In the Filings Search, in the Keywords field, enter: fail! w/25 ((say p/3 pay) or (pay p/3 performance))

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Post-Merger Pension Plans

September 26th, 2011

Description: This search is designed to locate a discussion of the assumption or transfer of pension plan payment responsibilities following a merger or acquisition.

Database: Filings Search

Keywords: assume p/10 (pension or defined benefit)

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Pension Plan Mergers

September 26th, 2011

Description: This search is designed to identify text of post-merger pension plan arrangements contained in merger agreements.

Database:  Exhibits Database

Exhibit Title Word Search: merger

Exhibit Body Word Search: (assume or merg!) p/10 (pension or defined benefit)

Exhibits: All Exhibits

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Gold: Safe Haven Investments

September 9th, 2011

Description: This search is designed to identify how companies are using gold as a safe haven investment or asset.

Search Criteria: In the Filings Search, in the Keywords field, enter: (gold or bullion or precious) w/25 safe-haven

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.

Top-Down/Bottom-Up Investing

September 9th, 2011

Description: This search is designed to identify how companies are using the top-down or bottom-up positioning when investing or allocating.

Search Criteria: In the Filings Search, in the Keywords field, enter: top-down w/25 bottom-up

Forms: All Forms

Click HERE to continue to the word search screen. From this screen, you can run the search or customize the criteria for your specific needs. Please remember to modify the dates for your search.