Tuesday, December 6, 2011

How do you contact a company to get a quarterly or annual report?

I'm doing a project for my economics class in which we invest 5,000 dollars in three companies. I chose AT%26amp;T, Target, and Bank of America. I have to contact one of these companies to get a report and I can't seem to find a number to call. The customer service numbers deal with the company's products and not the stock. What number can I call to get a report?|||All publicly traded companies file their annual and quarterly reports with the Securities and Exchange Commission and they can be found online at the sec.gov website, dating back many years. A form 10Q is a quarterly, 10K is annual.





Also, if you go to their websites and look for "corporate" or "about us" and "investor relations" you can often find links to the "glossies" (in PDF) that they produce for their shareholders.





In addition the the status reports, you can also find Form 4 (e.g., for Target) which is used for reporting "change of ownership of securities", i.e., when all of their executives are disposing of large amounts of shares.|||If you are doing project then you need form 10-K for those companies. Yes usually annual report and 10-K are used interchangeably. Some companies use 10-K in lieu of annual report. The major distinction is annual report is free format, i.e. company can choose what to write. Whereas 10-K mandatory form to be filed with SEC, and it is mandatory. Quarterly form is 10-Q, it's less comprehensive and unaudited. You should try investor relations section of the web page of the respective companies and download it directly from there. Since you asked the phone numbers, they are below:





ATT 1-800-351-7221


Bank of America 704-386-5681


Target (800) 794-9871





Bank of America Link


http://investor.bankofamerica.com/phoeni鈥?/a>





ATT Link


http://www.att.com/gen/investor-relation鈥?/a>





Target Link


http://investors.target.com/phoenix.zhtm鈥?/a>

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