Client

Form 13F/SHO

–  The "Provide information pursuant to instruction 5" field has been corrected to be instruction 4. Because the underlying XML tag has changed the software will read the old value but write the new value when a form is opened.

–  The Filer Name will now appear above the Filer CIK/CCC after a lookup occurs or when the "Institutional Investment Management Filing This Report Name" is edited elsewhere on the form.

–  The "Hide CCCs" option will no longer mask empty CCCs.

–  Updated the logic for this field to allow almost all UNICODE and ANSI characters. Most EDGAR data is limited to ASCII but this field allows for a larger range of characters.