Reference Guide

Financial Filing Types

Explore definitions for 39 distinct filing types. All classifications are based on our new, open-source standard for corporate disclosures.

Annual General Meeting

DVA

Declaration of Voting Results & Voting Rights Announcements

Official results from shareholder votes at any general meeting (AGM or EGM).

AGM-R

Post-Annual General Meeting Information

Presentations and materials shared during the Annual General Meeting (AGM).

EGM

Pre-Annual General Meeting Information

Official notice and agenda for an upcoming shareholder meeting (AGM or EGM).

PSI

Proxy Solicitation & Information Statement

Materials sent to shareholders to provide information and request votes for meetings.

Debt Information

CAP

Capital/Financing Update

Updates on company fundraising, financing activities, or capital structure changes.

IRAT

Interest Rate Update/Notice

Updates on interest rate changes affecting the company's debt or financial instruments.

Equity Information

MRQ

Major Shareholding Notification

Notification of changes in significant share ownership levels (crossing thresholds).

DIV

Notice of Dividend Amount

Announcement of dividend amounts, payment dates, and details for shareholders.

RPT

Related Party Transaction

Disclosure of transactions between the company and related parties (e.g., insiders, major owners).

SHA

Share Issue/Capital Change

Announcement regarding new share issues, stock splits, or other capital changes.

POS

Transaction in Own Shares

Report of the company buying back or selling its own shares (share repurchase/issuance).

ESG Information

SR

Environmental & Social Information

Report detailing the company's performance on Environmental, Social, and Governance (ESG) factors.

CGR

Governance Information

Report detailing the company's internal rules, board structure, and governance practices.

Financial Reporting & Info

10-K-AFS

Annual / Quarterly Financial Statement

Audited full-year financial statements, typically part of the Annual Report (10-K).

10-K

Annual Report

Official yearly report covering company activity and full financial performance.

10-K-ESEF

Annual Report (ESEF)

Annual Report (10-K) in the standard European electronic format (ESEF).

AR

Audit Report / Information

ER

Earnings Release

Initial announcement of quarterly/periodical financial results (key highlights only).

XLSX

Financial Supplement Data

Supplementary financial data provided in a detailed Excel spreadsheet format.

IR

Interim Report

Comprehensive financial report for a period shorter than a year (e.g., half-year).

10-Q

Quarterly Report

Official detailed quarterly financial report with statements, notes, and management analysis.

Investment Vehicle Info

FS

Fund Information / Factsheet

Brief (1-2 page) summary of key company facts, financials, and market info.

NAV

Net Asset Value

Regular update of the Net Asset Value (NAV), primarily for investment funds.

Investor Communication

BFR

Business and Financial Review

Detailed review combining business operations analysis with financial performance commentary.

CT

Call Transcript

Full text transcript of company conference calls (like earnings calls with Q&A).

IP

Investor Presentation

Detailed presentation for investors focusing on financials, strategy, and market position.

RPA

Report Publication Announcement

Announcement about the timing or release date of upcoming company reports.

Listing/Delisting

DLST

Delisting Announcement

Official notice that the company's stock will be removed from an exchange.

PRS

Prospectus

Detailed document issued when offering new stocks or bonds to investors.

RF

Registration Form

Initial document filed by a company planning to list its shares on a stock exchange.

Management & Remuneration

MANG

Board/Management Information

Announcement of changes in the company's board of directors or senior management.

DIRS

Director's Dealing

Report of personal share transactions by company directors and executives (insider trades).

MDA

Management Discussion and Analysis

Management's detailed explanation of financial results, business trends, and outlook.

DEF 14A

Remuneration Information

Report detailing compensation for top executives and directors.

M&A, Partnerships & Legal

LTR

Legal Proceedings Report

Updates on significant lawsuits, regulatory actions, or legal matters involving the company.

TAR

M&A Activity

Announcements and documents related to merger proposals or takeover bids.

Other

FFR

Foreign Filer Report

Reports filed by non-EU companies listed on EU markets, meeting local standards.

RNS

Regulatory News Service

Announcement distributed via an official Regulatory News Service (RNS) channel.

Other

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