I have assigned each student a publicly held company You will be responsible to go to the company’s website (investor’s relation section or SEC filings section) and download the most recent 10K (annual filing) in two versions (Excel and PDF). Most companies have year ends of December but some do not. Most companies release their 10Ks about 45 days after their year end so it is possible that you will have to wait a few days to get the Dec 2023 statements. You will name these files in the following format:
TickerSymbol 10K Month Year
Example: TROW 10K Dec 2023
For the Excel sheet, I want you to locate and highlight in green the following tabs:
Income Stmt
Comp Income Stmt
Balance Sheet
Stmt of Cash Flows
Stmt of Stockholders Equity
Please rename the tabs as I have indicated above. Some companies will have the balance sheet as the first financial statement, some will have the income statement. Usually the last statement will be the statement of stockholders equity which will be on one tab, maybe two tabs.
I have attached the 10Ks for T Rowe Price (TROW). Use these as a guide.
TROW’s financial statements begin on page 58 of the PDF. ( the link is the pdf) https://learn-us-east-1-prod-fleet02-xythos.content.blackboardcdn.com/5dd6acf5e22a7/72208171?X-Blackboard-S3-Bucket=learn-us-east-1-prod-fleet01-xythos&X-Blackboard-Expiration=1714381200000&X-Blackboard-Signature=H1rWT%2BLw5w6CUzrkw6j55VSrhG0fopUkYS2iiJGk0Bs%3D&X-Blackboard-Client-Id=100192&X-Blackboard-S3-Region=us-east-1&response-cache-control=private%2C%20max-age%3D21600&response-content-disposition=inline%3B%20filename%2A%3DUTF-8%27%27TROW%2520Dec%25202023%252010K.pdf&response-content-type=application%2Fpdf&X-Amz-Security-Token=IQoJb3JpZ2luX2VjELT%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMSJIMEYCIQCbzsK91rrRWEFtmpJJWGdaKT%2FQMk9gWuf1LpgJDKHrAQIhALaAzvvNx9gil1JcQtqHChhNaNyXSfhqNU2J%2B44qQrIqKr4FCPz%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAxoMNjM1NTY3OTI0MTgzIgwkzNVTlszRTN6UubgqkgWG9P%2FCuqjQu9Lh0HrDkX1qH5RH6jzrs46vxRhsxvQfF8uCirTNyNoCjSTvTDtOkQ%2FT%2BYXdhV5weuWGdKoK%2Bi2fxb87DUP7bzSmDxzTQPVtNluKEFVHTXroc2Ljzi60Ub3m0Efkf%2Fc1RRP9XBO3siuFd7CRn5sLXOnMZHOlVhqaOeF90oZa2cqXFUcClr%2BI99LFp88BjDgrKSl0ZGoNltUK0E5rDAjnYQe8BLk315Pv%2B8R3oojJttOjRqQfw%2FhnQUsgsOg%2BrN6N3W21N5P8LTiSkB7TkyMUgbj4TpGK0rZLYpdl4wVbdIvqz5GLxA96s1PTQ5hXcIU4gcIuwIZbu%2FBnbJsAe9Zvv4dRT3IuH5RhM1MpRrHB8iLQD8qPuSf%2FEcyrY2qhaOG1BP%2F7SeJNz1VNHM%2F6WuJndfX1nw6V%2Bfms%2BKFMCX5Rpuhd6Rpckm77OX7sHWWQ%2FB4ZOk9ORYZ3C4mhj6PniTxZHja7wKe24xDUjqBokJ2bZumRPfw2l62E8%2BYzQCwz5RaO0GmH0NJ3uE5Cftux7ufvjQrq244hwEJ0YzbX54VW7x0S540NJiTyRNk23uV0J72QVE0a6Wl%2BHlkVDycauOkKConYT92vU96fLAj6mnyfsWzIjjSNcgWN%2Bm%2FIWJYO3embXG2emyOr7d97Cjx5p9yis%2F6fBkLdsg4PnA58eb6XD2RqC86WrTRQ4wjMuNJaxJdwPMs7qtXrtHpT6JSAUYAWX%2Fe3Mt2AMc3Vrkor1JHGQjTFjGRj4y6rJLyrJ9fxcxY6DB%2FntoTr%2FaB3Ox6Nf3wrSjnZXjJm3kZtOaZVzrgojIQmQyU%2BqEtMjX%2FwiHn74yeGrCZNvNdaOu8gy0i60aNkDwWfq2c4DI48TzUaMPeevLEGOrAB1gEn0T5UeCdP2DD9z20bpmIG1qL2HXT8U%2BNCTRZ8S%2BK7m%2BuB8eqPjw5McRWbalTVAcAd%2FrnRxv%2FYYeX8tNqv9XLDJWyXBalmzHFjJgnZDkih7FTTorAbQpfe25MmO3ZBQt3HPaZhvhQyXHp0WpPg0yNDnx0no44B5ZgksCsIVdV0%2B7H0LZAwwjckbUrhhP9WPBgtjeCmnvRIY6waRuGrLbRCe14%2BweacPuoqHX4%2FVAs%3D&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20240429T030000Z&X-Amz-SignedHeaders=host&X-Amz-Expires=21600&X-Amz-Credential=ASIAZH6WM4PLXYSOZ5CH%2F20240429%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=f767e18142ceadf60cd73fde9ad73d969f2f0528365643dd5fd2673c7ddc0281
your stock assignment is: symbol: Adp
description: AIR PROD & CHEMICALS