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Access requires an active UCInetID and password.
Authorized Affiliates are people with an active UCInetID and password, i.e., current UC Irvine students and employees.
These resources are not licensed by the UC Irvine Libraries, but librarians occasionally promote them when they are relevant for certain types of research.
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Company Strategy
Select a Field (dropdown) > CO Company Entity
More Company Strategy Resources
You can also make more educated guesses about a company's strategy by analyzing:
FAQ: What are key SEC filings for business research?
| Name | Description |
| 10-K | The annual report submitted to the SEC for a US publicly traded company. Here's how you read it. The 10-K/Q have the most detail about a company's finances; you won't find a more specific breakdown elsewhere. |
| 10-Q | The quarterly report submitted to the SEC for a US publicly traded company. |
| 20-F | The equivalent of a 10-K for a foreign company trading on a US exchange. |
| 8-K | A form submitted when a materially important event happens at a company, so shareholders know about it. |
| DEF 14A | The proxy statement, i.e. an annual definitive form submitted to shareholders before a meeting, with information about executives, board members, and issues on which shareholders can vote. |
| 13D or 13G | This form is filed when a person or group acquires a 5% or greater stake in a public company. It may be useful in identifying activist investors. |
