HW set 2 To prepare: Watch Chapter 1, Chapter 2, Chapter 3 (until Financial Statements part 1), and Chapter 4 of "Analyzing financial reports." Be prepared to answer in-clase questions about the purpose and contents of different financial filings (10K, 10-Q, 8-K, proxy statement, S-1, S-3, S-4, 20-F) To submit: Question 1: a. Which filing reports financial data for the fiscal year? b. Which filing reports financial data for the fiscal quarter? c. What's the difference between the 10K and the annual report? d. Are 10-Ks audited? Are 10-Qs audited? e. How many years of income statement are required? How many years for the balance sheet? f. What are other names for the income statement? 8. What is considered to be the "red meat" of the 10-K? h. What are some important accounting policies contained in the financial footnotes? i. Which filing would I go to if I want to find: - Latest financial statements - Company quarterly earnings press releases - Most recent material event that happened to the company - Company's IPO - Issuance of stock or debt securities by the company - Merger agreement - Invitation to the annual meeting - Information on the board of directors - Compensation for the CEO - Annual report by foreign companies whose shares trade in the US Question 1t a. Which filing reports financial data for the fiesel year? b. WHich filing reports financial data for the fiveal quarter? c. What's the difference between the 10K and the manal report? d. Are 10-Ks sadited? Are 10-Qs asdilted? c. How many years of income statemeat are required? How many yean for the balance sheet? f. What are other names for the iacome statement? 8. What is considered to be the "red meat" of the 10-KF? I. What are some important acoountins policies contained in the finstacial footnotes? i. Wich filing would I go to if I wrat to find: - Latest fiasacial sabements - Company quarterly earmings prees releases - Most receat material oveat that heppened to the company - Coempany's IPO - Issuance of surek or debt sccurities by the congany. - Merger ygriemeat - Invitatien to the aneaal eneeting - Information ea the bound of directors - Compenation for the CEO - Annaal repoet by forrign compaies whose chares trade in the US - Mangersent's discrastion and malyais Questlon 2t Find the most resest 10K for Alteryx, fill out the answere to the following c a. Revesues for mogf rocent fiveal year (oote the will b. RED expense for moet noceat flieal year: c. Derrociation and umertiratise for most recent fivcal yeur: fiseal year: - A nenceat of eapital expenditures in mosf receat fiven year: HW set 2 To prepare: Watch Chapter 1, Chapter 2, Chapter 3 (until Financial Statements part 1), and Chapter 4 of "Analyzing financial reports." Be prepared to answer in-clase questions about the purpose and contents of different financial filings (10K, 10-Q, 8-K, proxy statement, S-1, S-3, S-4, 20-F) To submit: Question 1: a. Which filing reports financial data for the fiscal year? b. Which filing reports financial data for the fiscal quarter? c. What's the difference between the 10K and the annual report? d. Are 10-Ks audited? Are 10-Qs audited? e. How many years of income statement are required? How many years for the balance sheet? f. What are other names for the income statement? 8. What is considered to be the "red meat" of the 10-K? h. What are some important accounting policies contained in the financial footnotes? i. Which filing would I go to if I want to find: - Latest financial statements - Company quarterly earnings press releases - Most recent material event that happened to the company - Company's IPO - Issuance of stock or debt securities by the company - Merger agreement - Invitation to the annual meeting - Information on the board of directors - Compensation for the CEO - Annual report by foreign companies whose shares trade in the US Question 1t a. Which filing reports financial data for the fiesel year? b. WHich filing reports financial data for the fiveal quarter? c. What's the difference between the 10K and the manal report? d. Are 10-Ks sadited? Are 10-Qs asdilted? c. How many years of income statemeat are required? How many yean for the balance sheet? f. What are other names for the iacome statement? 8. What is considered to be the "red meat" of the 10-KF? I. What are some important acoountins policies contained in the finstacial footnotes? i. Wich filing would I go to if I wrat to find: - Latest fiasacial sabements - Company quarterly earmings prees releases - Most receat material oveat that heppened to the company - Coempany's IPO - Issuance of surek or debt sccurities by the congany. - Merger ygriemeat - Invitatien to the aneaal eneeting - Information ea the bound of directors - Compenation for the CEO - Annaal repoet by forrign compaies whose chares trade in the US - Mangersent's discrastion and malyais Questlon 2t Find the most resest 10K for Alteryx, fill out the answere to the following c a. Revesues for mogf rocent fiveal year (oote the will b. RED expense for moet noceat flieal year: c. Derrociation and umertiratise for most recent fivcal yeur: fiseal year: - A nenceat of eapital expenditures in mosf receat fiven year
