Employee Related Security report
Can I generate an employee related security report (ERS) using Kudocs? Yes. Portfolio customers can generate this report from the “Reports and Subscription Management” section of their portfolio. The report can be filtered by date and by company.
What transactions are included in the ERS? The report includes all share issues and transfers that have taken place in the date range. The report includes all key information such as date, shareholders affected, if those shareholders are officers or employees, share class, price information, and more.
Can I filter the ERS by date? Yes, you can filter the report to show only transactions in a given date range.
Can I filter the ERS to include only certain companies? Yes, you can filter the report to show only transactions for certain companies in your portfolio.