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Last Updated: Aug 15, 2019 09:14AM ADT
iWave's enhanced wealth data is brought to you by Thomson Reuters, a leading provider of individual and company wealth and insider transaction information. Using Thomson Reuters within iWave you can track the daily wealth creating activities of high net worth individuals, and the companies they work for. The comprehensive data may include contact details, executive biographies, company information, cash compensation, and detailed insider trades information, all of which helps you make more timely and better educated major gift asks.

The Thomson Reuters database provides 3 main search tabs for your prospecting: People / Company / Alumni

To search a person, under the people tab, simply type in the name in the field provided. If the name is common, you may wish to narrow down your search using the other search options available to you.

To build a list of individual prospects, Thomson Reuters provides countless search criteria. Specify geographic location by country, state, city and zip code. The personal information section provides options such as college/university, biography, age and gender. The advanced information section offers criteria such as Job Title, Job Function, annual compensation, company name, officer status, and certification.

How do I find alumni in Thomson Reuters?

Finding alumni can be accomplished in one of two ways. First under the ‘People’ tab, enter your your alma mater and click ‘search’. You can also narrow your search down further by selecting any of the other search criteria. The second way to search for your alumni is to go to the ‘alumni’ tab here you can enter your alma mater and search and it will bring back all your alma mater in our database. 

How do I use the Boolean Search when searching for Alumni?
When using the Boolean Search for ‘OR’ , ‘NOT’ or a combination of the two you first need to select the advanced option in the drop down box beside the College/ University field. You can then use the following characters as part of your search.

OR = the pipe ( | )
NOT = the minus sign ( – ) or exclamation ( ! )

Does Thomson Reuters include home address information?
Thomson Reuters is a resource for information related to an executive’s place of business.

How often is the Thomson Reuters updated?
Thomson Reuters is updated on a daily basis.

How do I look up an individual in Thomson Reuters?
Type the name of your prospect in the ‘name’ search box.

What does Officer Status mean?
Officer Status is the position they currently hold with the organization listed. If the status states Inactive, the individual is no longer associated with the organization.

Where does the stock information come from? 

The US insider filings are from the SEC and contains information from Forms 3, 4, 5 and 144 for more information on these forms click here . The Canadian stock information comes from SEDI. 

How far back does the Insider information go for Canadian filings?
Historical insider reporting prior to June 2003 is not available. Anything after this date is accessible.

How far back does the Insider information go for US Filings?
Direst Ownership from Forms 3, 4 and 5 - January 1986- present
Indirect Ownership from Forms 3, 4 & 5 - January 1996 - present
Form 144 - June 1996 - present
Company Data- June 1986- present

How many records are in Thomson Reuters?
There are over 2 Million people records and over 100,000 company records in Thomson Reuters data.

What information is found in the Form 144?
The Form 144 must be filed with the SEC as a notice of the proposed sale of securities when the amount to be sold during any three month period exceeds 50,000 shares or units or has an aggregate sales price in excess of $50,000. A person filing a Form 144 must have a bona fide intention to sell the securities referred to in the Form within a reasonable time after the filing of the form.

What is the SEC Form 3?
Form 3 is an SEC filing filed with the US Securities and Exchange Commission to indicate a preliminary insider transaction by an officer, director, or beneficial (10%) owner of the company's securities. These are typically seen after a company IPOs when insiders make their first transactions. After a Form 3 is filed, future filings of the same nature are filed under Form 4 (standard disclosure) or Form 5 (annual disclosure)

What is the SEC form 4?
Form 4 is a United States SEC filing that relates to insider trading. Every director, officer or owner of more than 10% of a class of equity securities registered under Section 12 of the Securities Exchange Act of 1934 must file with the United States Securities and Exchange Commission a statement of ownership regarding such security. The initial filing is on Form 3 and changes are reported on Form 4. The annual statement of beneficial ownership of securities is on Form 5. The forms contain information on the reporting person's relationship to the company and on purchases and sales of such equity securities.

What is the SEC Form 5?
Form 5 is an SEC filing submitted to the Securities and Exchange Commission on an annual basis by company officers, directors, or beneficial (10%) owners, which summarizes their insider trading activities. This form is simply a combination of year's Form 4 filings, which are mandatory filings made shortly after insiders make transactions.

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