Proxy Summary – Other Comp Details
Another good schedule to have handy is the Other Compensation history by Officer. This can give you quick information on trends and save you time going through past proxy statements. Plus, it can be used by the Management and the Board to assess reasonableness. Here is a template that you can use.
Proxy Summary – Officer Comp
A good schedule to have handy is the Officer Compensation history by Officer. This can give you quick information on trends and save you time going through past proxy statements. Plus, it can be used by the Management and the Board to assess reasonableness. Here is a template that you can use.
Proxy Summary – Board Compensation
A good schedule to have handy is the Board Compensation history by Board member. This can give you quick information on trends and save you time. Plus, it can be used by the Board to assess reasonableness. Here is a template that you can use.
Proxy Summary – Historical Voting Results
This is an easy way to track the historical voting results of all proxy related items, both company proposals as well as shareholder proposals (if any).
Proxy Summary – Director Voting Results
This is an easy way to track the historical voting results for each board member.
Proxy Summary – Accounting Fees
This is an easy way to track the historical disclosure of your accounting fees.
Historical Financial Summary
Have all of your public financial data at your fingertips, including explanation on any restatement or reclassification activity. Helps you prepare for any questions on annual financials.
Company Milestones and Key Events
As you know, time flies when working the Wall Street beat. Accordingly, if you want to be efficient, it is very important to constantly track major milestones and news events for your company. Use this template to do this.
Have you ever tried to find a specific SEC filing within your SEC Filings database of your IR website? Use this tool internally or on your IR website to make it incredibly easy to see all of your SEC filings.
Use this tool to track your historical insider ownership. This is particuarly valuable when you have strong insider buying and ownership. One tab shows annual balances. The other tab gives the detail on how the current position was built (i.e. open market sales, stock grants, 10(b)(5) sales, etc.).
This is a one-page Scorecard to measure key IR and stock stats on a rolling 8 to 12 quarter basis. This will provide the quantitative metrics about your IR performance.
Short Interest Tracker
Tracking your short interest is important as the short thesis is just as important to understand as the long thesis. Since most service providers only maintain a defined time period of short interest, maintaining your own tracker can allow for longer history to be maintained.
One of the best exercises you can go through each quarter is to review your 13F/D/G filings and update your holder rollforward. Here is a template that makes this easy.
Current Holder Listing – Detail
Track your current holders and key details, such as position (shares and $$), change from prior quarter and source information.
Sr. Management Update Powerpoint
This is an example of a Quarterly Sr. Management Update powerpoint presentation. You can provide strong credibility to your IR program by having quarterly meetings with the senior management team (the next 20-30 executives after the C-Suite and Executive Officers).
Quarterly Financial Summary
This is a great tool to have all of your disclosed quarterly financial data available at your fingertips. Plus, you can score big points with your wall street community by providing this on the IR section of your website.
Top Holders Schedule Template
Always know who your major holders (insiders and institutions) are. This one-page schedule template makes it easy to manage.
Repurchase Activity Rollforward
Use this template to track your historical repurchase activity. This is a great way to show your repurchase activity over a period of time. This template includes a summary overview tab and details by month and by plan.
IR Flash Report
Deliver comprehensive stock information to internal stakeholders on key stock activity. This is a nice, concise quarterly report to share with senior management.
BOD IR Update Powerpoint
This is an example of a Quarterly IR Update powerpoint presentation to be delivered to the Board of Directors.
Maintain Your Sell-Side Library
Here is a white paper which provides some hints as to how to maintain your Sell-Side Library.
Here is a great tool to give you all of the historical data on your stock at your fingertips – quarterly summary of key stock stats (pricing, volume and PE Ratio).