- Introduction to the Markets
- Investing Basics
- Researching & Managing Investments
- Working With Brokers and Investment Advisers
- Investing on Your Own
- Researching Investments
- Shareholder Voting
- How do I know when to vote?
- How do I vote at a corporate election?
- What are the mechanics of voting either in person or by proxy?
- What is a “registered” owner? What is a “beneficial” owner?
- What is the difference between registered and beneficial owners when voting on corporate matters?
- What is new in 2012?
- Employment to Retirement
- Life Events
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How do I know when to vote?
U.S. public companies set what is known as a “record date.” Investors who own the company’s shares on that record date have the right to vote. If you own shares of the company on the record date, the company will send you one of the following three communications:
- a notice that proxy materials are available on the Internet
- a package containing a proxy card or voting instruction form, annual report, and proxy statement
- a package containing an annual report and information statement, but no proxy card