Companies
- 5E Advanced Materials, Inc. (FEAM, FEAV) (3)
- Accordant ODCE Index Fund (1)
- AEHR TEST SYSTEMS (AEHR) (3)
- Affirm Holdings, Inc. (AFRM) (3)
- Air Products & Chemicals, Inc. (APD) (3)
- ALBANY INTERNATIONAL CORP /DE/ (AIN) (5)
- ALLIANCE RESOURCE PARTNERS LP (ARLP) (1)
- AMDOCS LTD (DOX) (3)
- AMERICAN VANGUARD CORP (AVD) (1)
- Apollo Debt Solutions BDC (1)
- Aprea Therapeutics, Inc. (APRE) (1)
- Arcutis Biotherapeutics, Inc. (ARQT) (1)
- ARGENX SE (ARGX) (1)
- ASPEN INSURANCE HOLDINGS LTD (AHL, AHL-PD, AHL-PE, AHL-PF) (1)
- Atkore Inc. (ATKR) (3)
- AZZ INC (AZZ) (3)
- BED BATH & BEYOND, INC. (NXH, BBBY, BBBYW) (2)
- Benitec Biopharma Inc. (BNTC) (3)
- BLACKBERRY Ltd (BB) (1)
- Blackstone Private Credit Fund (1)
- Blackstone Secured Lending Fund (BXSL) (1)
- Blue Chip Capital Group Inc. (3)
- Bluerock Homes Trust, Inc. (BHM) (1)
- Boqii Holding Ltd (BQ) (3)
- BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM) (1)
- Brightwood Capital Corp I (1)
- Brookfield Asset Management Ltd. (BAM) (1)
- BrooQLy Inc. (BRQL) (1)
- CABOT CORP (CBT) (3)
- Cannae Holdings, Inc. (CNNE) (1)
- CAPITAL SOUTHWEST CORP (CSWC) (1)
- Capitol Series Trust (1)
- CEMENTOS PACASMAYO SAA (CPAC) (1)
- CENTURY ALUMINUM CO (CENX) (5)
- Charlton Aria Acquisition Corp (CHAR, CHARR, CHARU) (3)
- Chewy, Inc. (CHWY) (3)
- Childrens Place, Inc. (PLCE) (3)
- CHINA NATURAL RESOURCES INC (CHNR) (1)
- Clinuvel Pharmaceuticals Ltd (CUVL, CLVLF) (7)
- Cloopen Group Holding Ltd (RAASY) (4)
- CME GROUP INC. (CME) (1)
- Coeur Mining, Inc. (CDE) (3)
- COMPUGEN LTD (CGEN) (3)
- CONESTOGA FUNDS (1)
- COOPER COMPANIES, INC. (COO) (3)
- CORCEPT THERAPEUTICS INC (CORT) (1)
- COSTCO WHOLESALE CORP /NEW (COST) (3)
- COTY INC. (COTY) (3)
- Creative Global Technology Holdings Ltd (CGTL) (3)
- Crescent Private Credit Income Corp (1)
- Distribution Solutions Group, Inc. (DSGR) (3)
- Dogness (International) Corp (DOGZ) (1)
- DoubleLine Funds Trust (1)
- Doximity, Inc. (DOCS) (3)
- Dream Homes & Development Corp. (DREM) (1)
- Driven Brands Holdings Inc. (DRVN) (4)
- DULUTH HOLDINGS INC. (DLTH) (3)
- eHealth, Inc. (EHTH) (1)
- Electromed, Inc. (ELMD) (3)
- ELITE PHARMACEUTICALS INC /NV/ (ELTP) (3)
- ESCO TECHNOLOGIES INC (ESE) (5)
- Eton Pharmaceuticals, Inc. (ETON) (3)
- ExlService Holdings, Inc. (EXLS) (1)
- F&G Annuities & Life, Inc. (FG, FGN, FGSN) (1)
- Fidelity Private Credit Co LLC (2)
- FiEE, Inc. (FIEE) (1)
- Fortune Brands Innovations, Inc. (FBIN) (3)
- FORWARD AIR CORP (FWRD) (1)
- FOX FACTORY HOLDING CORP (FOXF) (3)
- Frontier Group Holdings, Inc. (ULCC) (4)
- FS KKR Capital Corp (FSK) (1)
- FTI CONSULTING, INC (FCN) (1)
- General Motors Co (GM) (1)
- Getty Images Holdings, Inc. (GETY) (1)
- Global Gas Corp (HGAS, HGASW) (5)
- Global Industry Products, Corp. (1)
- Graphene & Solar Technologies Ltd (GSTX) (1)
- GRUPO SIMEC, S.A.B. de C.V. (SIM) (1)
- HAMMER TECHNOLOGY HOLDINGS CORP. (HMMR) (1)
- Hancock Park Corporate Income, Inc. (2)
- HAWKINS INC (HWKN) (3)
- HEALTHEQUITY, INC. (HQY) (3)
- HOULIHAN LOKEY, INC. (HLI) (3)
- HW Electro Co., Ltd. (2)
- indie Semiconductor, Inc. (INDI) (4)
- INSULET CORP (PODD) (3)
- Investment Managers Series Trust II (1)
- JBG SMITH Properties (JBGS) (3)
- Jefferies Credit Partners BDC Inc. (1)
- JETBLUE AIRWAYS CORP (JBLU) (3)
- Johnson Controls International plc (JCI) (4)
- JPMorgan Private Markets Fund (1)
- Kandal M Venture Ltd (FMFC) (3)
- Karbon-X Corp. (KARX) (3)
- Kayne Anderson BDC, Inc. (KBDC) (1)
- Kentucky First Federal Bancorp (KFFB) (3)
- KKR FS Income Trust (1)
- Krispy Kreme, Inc. (DNUT) (4)
- Kuber Resources Corp (KUBR) (8)
- KULICKE & SOFFA INDUSTRIES INC (KLIC) (3)
- Lanvin Group Holdings Ltd (LANV, LANWF) (2)
- Legato Merger Corp. III (LEGT, LEGT-UN, LEGT-WT) (3)
- Linear Minerals Corp (LINMF) (2)
- Lionsgate Studios Corp. (LION) (3)
- Live Oak Acquisition Corp. V (LOKV, LOKVU, LOKVW) (3)
- LSI INDUSTRIES INC (LYTS) (3)
- Lumentum Holdings Inc. (LITE) (1)
- Macro Bank Inc. (BMA) (3)
- Magnitude International Ltd (MAGH) (5)
- MARCUS CORP (MCS) (3)
- MASIMO CORP (MASI) (2)
- MAXIMUS, INC. (MMS) (3)
- Melco Resorts & Entertainment LTD (MLCO) (1)
- MILLERKNOLL, INC. (MLKN) (3)
- Mobile-health Network Solutions (MNDR) (3)
- MOHAWK INDUSTRIES INC (MHK) (3)
- monday.com Ltd. (MNDY) (1)
- MSC INCOME FUND, INC. (MSIF) (1)
- NaaS Technology Inc. (NAAS) (1)
- Nano Nuclear Energy Inc. (NNE) (1)
- NC SLF Inc. (1)
- NEIGHBORHOOD INTELLIGENCE, INC. (NXH, BBBY, BBBYW) (3)
- NetApp, Inc. (NTAP) (3)
- New Fortress Energy Inc. (NFE) (1)
- Nexalin Technology, Inc. (NXL) (1)
- NITCHES INC (NICH) (1)
- NLIGHT, INC. (LASR) (3)
- North Haven Private Income Fund A LLC (1)
- NOV Inc. (NOV) (3)
- Oaktree Gardens OLP, LLC (1)
- Oaktree Specialty Lending Corp (OCSL) (1)
- Oaktree Strategic Credit Fund (1)
- OneConstruction Group Ltd (ONEG) (5)
- ORACLE CORP (ORCL, ORCL-PD) (1)
- Oxford Square Capital Corp. (OXSQ, OXSQG, OXSQH) (1)
- Palmer Square Capital BDC Inc. (PSBD) (1)
- PC CONNECTION INC (CNXN) (1)
- PennantPark Floating Rate Capital Ltd. (PFLA, PFLT) (1)
- PennyMac Mortgage Investment Trust (PMT, PMTU, PMTV, PMTW, PMT-PA, PMT-PB, PMT-PC) (1)
- PGIM Private Real Estate Fund, Inc. (1)
- Phaos Technology (Cayman) Holdings Ltd (POAS) (3)
- Powerfleet, Inc. (AIOT) (1)
- PRECIGEN, INC. (PGEN) (5)
- Privacy & Value Inc. (2)
- Prospect Floating Rate & Alternative Income Fund, Inc. (1)
- PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) (1)
- Ready Capital Corp (RC, RCD, RC-PC, RC-PE) (1)
- Reddit, Inc. (RDDT) (3)
- REGIS CORP (RGS) (3)
- RIKU DINING GROUP Ltd (2)
- ROCKWELL AUTOMATION, INC (ROK) (2)
- Runway Growth Finance Corp. (RWAY, RWAYI, RWAYL) (1)
- RUSH ENTERPRISES INC \TX\ (RUSHA, RUSHB) (1)
- RYDER SYSTEM INC (R) (1)
- Scilex Holding Co (SCLX, SCLXW) (3)
- SemiLEDs Corp (LEDS) (3)
- Sharps Technology Inc. (SKYA, SKYAW) (1)
- Silence Therapeutics plc (SLN, SLNCF) (3)
- Silver Capital Holdings LLC (1)
- Silver Point Specialty Lending Fund (2)
- SkyAI, Inc. (SKYA, SKYAW) (1)
- SmartStop Self Storage REIT, Inc. (SMA) (3)
- SMITH & WESSON BRANDS, INC. (SWBI) (3)
- SMITH A O CORP (AOS) (3)
- SPORTSMAN'S WAREHOUSE HOLDINGS, INC. (SPWH) (3)
- Stagwell Inc (STGW) (1)
- Steele Creek Capital Corp (1)
- Stepstone Private Credit Fund LLC (1)
- Sterling Real Estate Trust (1)
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) (1)
- Streamex Corp. (STEX) (3)
- Sunstone Hotel Investors, Inc. (SHO, SHO-PH, SHO-PI) (3)
- T. Rowe Price OHA Select Private Credit Fund (1)
- TANTECH HOLDINGS LTD (TANH) (1)
- Texas Pacific Land Corp (TPL) (1)
- Tilray Brands, Inc. (TLRY) (5)
- Titan Machinery Inc. (TITN) (3)
- TRINET GROUP, INC. (TNET) (3)
- TriplePoint Private Venture Credit Inc. (1)
- Twist Bioscience Corp (TWST) (3)
- U.S. GOLD CORP. (USAU) (3)
- UBS AG (AMUB, BDCX, BDCZ, CEFD, HDLB, IFED, IWDL, IWFL, IWML, MLPB, MLPR, MTUL, MVRL, PFFL, QULL, SCDL) (1)
- UBS Group AG (UBS) (1)
- UMH PROPERTIES, INC. (UMH, UMH-PD) (4)
- Under Armour, Inc. (UA, UAA) (3)
- UNIFIRST CORP (UNF) (3)
- UPBOUND GROUP, INC. (UPBD) (2)
- VALVOLINE INC (VVV) (3)
- VERTEX PHARMACEUTICALS INC / MA (VRTX) (3)
- Viant Technology Inc. (DSP) (6)
- VISA INC. (V) (3)
- VISTA CREDIT STRATEGIC LENDING CORP. (1)
- Warner Music Group Corp. (WMG) (3)
- Waton Financial Ltd (WTF) (3)
- WILLIAMS SONOMA INC (WSM) (3)
- WILLIAMSBURG INVESTMENT TRUST (1)
- WORK Medical Technology Group LTD (WOK) (2)
- X Financial (XYF) (1)
- XChange TEC.INC (XHG) (5)
- Yinfu Gold Corp. (ELRE) (2)
Templates & resources
- AICPA & CIMA – SEC reporting resources (AICPA & CIMA · Professional body · Free / member)
- BDO Accounting, Reporting & Compliance Hub (ARCH) (BDO · Firm guide · Free)
- Deloitte DART – Roadmap Series (Deloitte · Firm guide · Free)
- Deloitte Roadmap: SEC Comment Letter Considerations (Deloitte · Firm guide · Free)
- KPMG Financial Reporting View (KPMG · Firm guide · Free)
- PwC Viewpoint (PwC · Firm guide · Free / paid)
- RSM Financial Reporting Resource Center (RSM · Firm guide · Free)
- SEC – EDGAR Full Text Search (SEC · Regulator · Free)