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.
Tags: Banking, Commercial Property, Loan Agreements, Mortgages, Properties, Real Estate
Posted in Banking, Real Estate | Comments Off
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.
Tags: Credit Ratings, Downgrades, France, International & Foreign, Stemming
Posted in Accounting, Hot Topics, International & Foreign | Comments Off
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.
Tags: Corporate & Securities, Mortgage Backed
Posted in Corporate & Securities, Financial Crisis, Securities Lending, Troubled Assets Relief Program (TARP) | Comments Off
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.
Tags: Bailouts, Debts, Economy, Greece, International & Foreign
Posted in Banking, Business Development, Competitive Intelligence, Financial Crisis, Hot Topics, International & Foreign | Comments Off
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.
Tags: Africa, Dodd-Frank Act, Dodd-Frank Wall Street Reform, International & Foreign, Laws, Minerals
Posted in Business Development, Competitive Intelligence, Corporate & Securities, Hot Topics, International & Foreign, Laws | Comments Off
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.
Tags: Compensation, Directors, Executives, Failures, Pay Performances, Say on Pay
Posted in Corporate & Securities, Executive Compensation | Comments Off
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.
Tags: Defined Benefits, ERISA, Merger, Pension, Pension Plans, Retirement Benefits
Posted in Employee Benefits, Labor/Employment | Comments Off
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.
Tags: Acquisitions, Defined Benefits, Employee Benefits, ERISA, Exhibits, Merger, Pension Plans, Pensions
Posted in Employee Benefits, Labor/Employment | Comments Off
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.
Tags: Assets, Gold, Investments, Markets, Prices, Safe Haven, Stocks
Posted in Finance, Investment Companies | Comments Off
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.
Tags: Allocations, Analysis, Assets, Bottom-Up, Investment Companies, Investments, Market Sectors, Models, Stocks, Top-Down
Posted in Economic Development, Finance, Investment Companies | Comments Off