Assessment of Stock Ownership

Learn about the importance of understanding a company’s ownership structure, including the roles and interests of institutional investors, insiders, and individual shareholders. This information can provide insights into potential conflicts of interest, company stability, and the alignment of management with shareholders’ interests.

  • Company Ownership SearchDiscover Your Stock’s Current Institutional Ownership with These 4 Free Resources. I reveal four free resources to conduct your company ownership search, each providing different insights into the stock holdings of various ownership groups.
  • Insider Trading CanadaThe No. 1 Free Resources for Tracking the Change in Canadian Insider Ownership. Learn about the best resource to find detailed information about changes in insider ownership of specific Canadian listed companies.
  • Short Stock PositionsHow to Short a Stock and Where To Find Short Interest Data. Understand how short sales work and discover the resources I use to find data about short stock positions, short interest, and days to cover.
  • Flow-Through SharesWhat Are Flow Through Shares Really Worth. Learn about the risks of Canadian listed resource companies raising capital through flow-through shares.
  • Insider Ownership Analysis – Are the Interests of Management and the Common Shareholders Aligned. Find out the minimum and maximum share ownership percentages for corporate insiders to ensure the interests of management and common shareholders are aligned.
  • Insider Trading RulesWhen do Insiders Need to Report Their (Change in) Stock Ownership. Learn about Canadian and American regulations for when insiders need to report their initial filings and changes in stock ownership.
  • Share StructureThe Different Types of Company Shares Explained. Understand the importance of knowing a company’s share structure and the differences between various types of outstanding shares.
  • Stock Options and WarrantsWhy You Should Pay Attention To the Exercise Price. Discover which stock options and warrants are in-the-money and how much cash will be raised when they are converted into common shares.
  • Personal Stock HoldingsThe Risks of Holding Your Stocks Exposed. Learn about the risks related to personal stock holdings and the varying levels of protection provided by the SIPC.
  • Monitor Your PortfolioHow to Monitor Your Stock Portfolio with Google Alerts. Discover how to use Google Alerts to effectively monitor your stock portfolio.
  • Insider Stock OwnershipWhich Exclusive Type of Stock Owners Are Your Fellow Shareholders. Learn about the three insider stock ownership groups and how this information is used in the due diligence process of stock analysis.
  • Analysts’ Stock RatingsUnderstanding Equity Research Firms’ Stock Recommendations. Understand the different stock recommendation systems used by various research firms.
  • Insider Stock TradingHow to Interpret the Secret Information Revealed by Insider Transactions. Learn what to look for when interpreting insider stock trading data for bullish or bearish trade signals as part of a company’s due diligence assessment.
  • Shorting a StockHow To Determine if a Short Squeeze is Likely. Understand how to determine if a short squeeze is likely by categorizing the outcomes of three key short interest indicators.
  • Institutional Ownership AssessmentHow To Assess the Shares Owned by Institutions. Learn how to assess changes in institutional stock holdings between two recent periods.
  • Insider Trading USA2 Free Resources for Tracking the Change in American Insider Ownership. Discover the two best resources for tracking changes in insider ownership of specific American listed companies.
  • Employee Stock OptionsHow Do Stock Options Work. Understand why companies offer employee stock options and the differences between these and Employee Stock Ownership Plans (ESOPs).

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