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History and Overview Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response: How
History and Overview
Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response:
How long has the company been in business?
Who was the original founder of the company?
What significant changes to company leadership have occurred?
How has the company changed since its beginning? Consider expansion of locations or productsservices etc.
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Identify all of the companys major locations for their facilities andor other properties.
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Identify all of the customers recognized by the company.
Find this information in the annual Form K filing, in Part Item : Business.
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List all of the names of the executive management team of the company.
Find this information in the annual Form K filing, in Part Item :
Directors, Executive Officers and Corporate Governance or in the Annual Proxy filing, under Executive Officers, or Officers Compensation. You may copy and paste a chart into this section from the annual Form K filing. Be sure to add your own explanation of the information in the chart along with an attribution and a citation in the References section at the bottom of this template.
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Identify all of the competition recognized by the company.
Find this information in the annual Form K filing, in Part Item : Business.
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Identify all of the major shareholders of the company.
Find this information in the Annual Proxy filing, under Beneficial Ownership.
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Describe business risks recognized by the company.
Find this information in the annual Form K filing, in Part Item A: Risk Factors. Item A in the annual Form K will be lengthy. Do your best to summarize the risks the company has identified.
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Explain how the company is committed to Environmental, Social and Governance ESG efforts and sustainability.
Find this information in the annual Form K filing, in Part Item : Business or in Part Item : Management's Discussion and Analysis of Financial Condition and Results of Operations. If your company does not provide this information in its SEC filings, you will need to do external research to determine your companys commitment to ESG efforts and sustainability. Be sure to add your own explanation of the information you researched. Include appropriate attributions in your explanation and a citation in the References section at the bottom of this template.
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Describe the companys Leadership in Energy and Environmental Design LEED status. Consider the following questions to guide your response:
Is the company currently LEED certified?
If the company is not currently LEED certificated, is it working towards becoming LEED certified?
Review the Form K filing to see if your company is LEED certified or if it discusses its certifications. If your company does not prov
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