Bon Appétit: How to Properly Digest Stock Form Alphabet Soup and Footnote Word Salad

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Recorded at Prospect Development 2022.

As prospect researchers, our profession challenges us to recognize and clearly convey capacity-related nuances to frontline fundraisers, a skill that is becoming more valuable as we increasingly rely on automated tools to assist us with financial number crunching. This is perhaps nowhere more apparent than on securities reporting provided to the Securities Exchange Commission, which is frequently replete with seemingly esoteric and dense footnotes that modify the content in a manner that an algorithm is unable to detect. This presentation seeks to provide fellow researchers with a guide to recurring terminology and concepts that sometimes obscure the stock picture but that, when properly interpreted, can more accurately reflect a prospect’s stock related wealth. Think of it as a kind of Securities 102 lecture – we are going beyond describing what a Form 4 is, or how to value basic direct stock grants, and talking in-depth about elements of options conversions, alternative forms of equity compensation, and the great utility of the Code G transaction.

Jonathan Keane

Associate Director, Development

Massachusetts General Hospital

Since 2018, Jon has served as an Associate Director of Development with Massachusetts General Hospital. He previously worked as an Assistant Director of Research at Boston University. In way-back times, Jon resolved conflicts of interest at Bingham McCutchen LLP (now Morgan, Lewis & Bockius LLP) and, even more anciently, wrote reviews of greasy spoon diners and hole-in-the-wall pizza joints for the Valley Advocate. In his spare time, he loves practicing yoga, smoking beef brisket, and playing lots and lots of guitar, and he has done the latter at Boston area music venues that include the Sinclair, the Middle East, and ONCE Ballroom. Jon has a BA in English and Journalism from Commonwealth College at the University of Massachusetts, Amherst.

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Bon Appétit: How to Properly Digest Stock Form Alphabet Soup and Footnote Word Salad
Recorded 07/28/2022
Recorded 07/28/2022 Recorded at Prospect Development 2022. As prospect researchers, our profession challenges us to recognize and clearly convey capacity-related nuances to frontline fundraisers, a skill that is becoming more valuable as we increasingly rely on automated tools to assist us with financial number crunching. This is perhaps nowhere more apparent than on securities reporting provided to the Securities Exchange Commission, which is frequently replete with seemingly esoteric and dense footnotes that modify the content in a manner that an algorithm is unable to detect. This presentation seeks to provide fellow researchers with a guide to recurring terminology and concepts that sometimes obscure the stock picture but that, when properly interpreted, can more accurately reflect a prospect’s stock related wealth. Think of it as a kind of Securities 102 lecture – we are going beyond describing what a Form 4 is, or how to value basic direct stock grants, and talking in-depth about elements of options conversions, alternative forms of equity compensation, and the great utility of the Code G transaction.
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