Specific Issuer - Schedule D Securities

This report provides a listing of all companies licensed in a specified state that own a particular security. The report is generated based on the CUSIP number and the type of security entered (e.g. Long Term Bonds, Preferred Stocks.)

1. Click the Summary Reports link located under the Tools tab.
2. Select Specific Issuer - Schedule D Securities  within the Other area of the page. Click the description button to read the expected results of the report.
3. The Specific Issuer - Schedule D Securities  Report Search Criteria will be displayed.  On the page, select from the following criteria:
   
   Data Year 
   State
   Codelist Basis
   Statement Type
   Security Type
   CUSIP Issuer
   
   Then you can choose a primary and secondary sort.
   
   Choose a Report Type:
   HTML
   MS Excel
   
   
4. Click on the Submit button  
   
5. The report contains the following fields:
   CUSIP
   Description
   Fair Value
   
   
6. To save the report, select the appropriate option from the File menu.
7. To return to the Summary reports page close your browser window. .
8. To perform another search or navigate to a different application within iSite+, select the appropriate link at the top of the Summary Reports page.