Reference Guide

Financial Filing Types

Explore definitions and details for 44 distinct filing types found across European markets.

10-K

Annual Report

Official yearly report covering company activity and full financial performance.

10-K-AFS

Annual Audited Financial Statements

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

10-K-ESEF

Annual Report (ESEF)

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

10-K-XLSX

Annual report (XLSX)

Key financial data (statements, notes) from the Annual Report, in Excel format.

10-Q

Quarterly Report

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

10-Q-AFS

Quarterly Audited Financial Statements

Audited financial statements for a specific quarter (less common than annual audits).

10-Q-ESEF

Quarterly Report (ESEF)

Quarterly Report (10-Q) in the standard European electronic format (ESEF).

AGM-R

AGM Report

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

BFR

Business and Financial Review

Detailed review combining business operations analysis with financial performance commentary.

CAP

Capital/Financing Update

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

CGR

Corporate Governance Report

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

CP

Company Presentation

General presentation about the company, its products/services, or business activities.

CT

Call Transcript

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

DEF 14A

Remuneration Report

Report detailing compensation for top executives and directors.

DIRS

Directors' Dealings

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

DIV

Notice of Dividend Amount

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

DLST

Delisting Announcement

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

DVA

Declaration of Voting Results & Voting Rights Announcements

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

EGM

General Meeting Notice

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

ER

Earnings Release

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

FFR

Foreign Filer Report

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

FS

Fact Sheet

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

ICFR

Internal Control over Financial Reporting

Management's assessment of the effectiveness of internal controls over financial reporting.

ICR

Investment Company Reports

Periodic financial and performance reports specifically from investment companies or funds.

IP

Investor Presentation

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

IR

Interim Report

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

IRAT

Interest Rate Update/Notice

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

ISS

Inside Information Statement

Urgent announcement of significant, potentially price-moving news (inside information).

LTR

Legal Proceedings Report

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

MANG

Board/Management Change

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

MDA

Management Discussion and Analysis

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

MRQ

Major Shareholding Notification

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

NAV

Net Asset Value(s)

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

POS

Transaction in Own Shares

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

PRS

Prospectus

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

PSI

Proxy Solicitation & Information Statements

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

RF

Registration Form

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

RNS

Regulatory News Service

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

RPA

Report Publication Announcement

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

RPT

Related Party Transactions

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.

SR

Sustainability Report

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

TAR

Takeover Announcement Report

Announcements and documents related to merger proposals or takeover bids.

XLSX

Financial Supplement Data

Supplementary financial data provided in a detailed Excel spreadsheet format.

Understanding Filing Types

Navigating European financial disclosures requires understanding the purpose and content of various filing types. Each code represents a specific document category, essential for compliance, analysis, and investment decisions. Use this guide as a reference for the filings available through our platform and API.