Shareholder Activism Database
Easily monitor disputes, actions, and intentions of activist shareholders for every U.S. public company
The Audit Analytics Shareholder Activism database tracks the disclosed disputes, actions, and intentions of activist shareholders as disclosed in Schedule 13D filings.
- Benchmark significant shareholder transactions for foreign and domestic SEC registrants
- Search by issuer or reporting company, ticker or CIK, and issues/taxonomy
- Track which shareholder activists most frequently file Schedule 13D
- Key data points include areas of agreement, areas of support, areas of discussion, areas of concern, areas of control, areas of dispute, and issues
- Issues include transaction, investment purposes, and M&A
When a person or group of shareholders acquires beneficial ownership of more than 5% of a voting class of a company’s securities, they are required to file an SC 13D with the SEC. The initial SC 13D must be filed within ten days of the shareholder taking their stake.
| Module | Corporate + Legal |
|---|---|
| Source | SC 13D and SC 13D/A |
| Coverage | All ’33 & ’34 Act Filers |
| Data Since | 2001 |
| Updated | Daily |
| Availability | Online • Data Feed • Excel • WRDS |