Multi-year shareholder lists & Amadeus

In an earlier post I told something about the 2 most usual ways to get shareholder data in a list presentation in the database Amadeus. The first option was through the company full shareholder presentation reports. The second option was by changing the report option to get the shareholders at Year’s End. The third option to get multi-year shareholder data is through a specific list option. Shareholders data can be included in the list the usual way by clicking the Columns option in the middle of the screen (or the Add button) and then selecting the items you want. This will get you a list that looks as follows and only shows the “current” shareholders: If you want to get a multi-year overview you need to arrange this when selecting the data-items for the list presentation. After clicking the Columns option you can scroll to the shareholder items. Step 1: In this example I chose to include the shareholder name as the first item. When you mark the item it is included in the variable list on the right side. Step 2: Click the Modify button that is presented next to the variable name Step 3: A new pop-up screen appears. In this screen there are many options you can choose. Click the button at the top, called Archived Data. Step 4: In the screen that now appears it is possible to choose certain Months + Years that you want to see the archived data: up to 5 years are possible (not including the current option: Last available data). In this example I chose the last 5 years and December: Step 5: After clicking the OK button to conform the selection you will go back to the screen where you can select additional shareholder data items like % Direct Ownership and % Total ownership. When you select a multi-year item Amadeus will automatically include the required number of columns that was selected (at step 4): Step 6: After clicking OK to finish the selection you will get the following list presentation that now includes multi-year shareholder data: N.B.: When you need multi-year shareholder data and you select cetain months you need to be careful when inerpreting the result. In the example above I requested shareholder data for December of each year. This means that Amadeus will show the latest available shareholder data since the last selected month. This does not necessarily mean that the presented shareholder data is from the December month! If there were several reported months (for 1 year) with data for a shareholder, the lastest months’ data for that year will be presented: for instance if there is data for March, June and July, then in this case the data for July will be presented. I therefore recommend that you always include the items Information Source and Information Date. That way, you can always judge how recent the data is for each selected month and which entity reported the information.

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