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.

10-K

Annual Report

Official yearly report covering company activity and full financial performance.

10-K-AFS

Annual / Quarterly Financial Statement

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-Q

Quarterly Report

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

AGM-R

Post-Annual General Meeting Information

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

AR

Audit Report / Information

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

Governance Information

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

CT

Call Transcript

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

DEF 14A

Remuneration Information

Report detailing compensation for top executives and directors.

DIRS

Director's Dealing

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

Pre-Annual General Meeting Information

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

Fund Information / Factsheet

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

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.

LTR

Legal Proceedings Report

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

MANG

Board/Management Information

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

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 Statement

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 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.

SR

Environmental & Social Information

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

TAR

M&A Activity

Announcements and documents related to merger proposals or takeover bids.

XLSX

Financial Supplement Data

Supplementary financial data provided in a detailed Excel spreadsheet format.

Understand the Source of Truth

Our classification system is powered by the Financial Reporting Classification Framework (FRCF), an open standard for consistent, cross-market disclosure analysis.