--- title: "The Podium: An Investor Relations & Corporate Communications Blog | Shareholder Surveillance" description: Shareholder Surveillance | --- - [Our Blog: The Podium](http://www.investorrelations.com/investor-relations-blog/) - [Sign up for IR News](https://info.investorrelations.com/sign-up-for-our-weekly-newsletter-investor-relations-around-the-web) - [Careers](http://www.investorrelations.com/careers/) - - CLOSE ### Weekly IR News Round Up - [Our Blog: The Podium](http://www.investorrelations.com/investor-relations-blog/) - [Sign Up for the Newsletter](http://www.investorrelations.com/about/#) - [Careers](http://www.investorrelations.com/careers/) - - - [Practice Areas](http://www.investorrelations.com/practice-areas/) - [Investor Relations](http://www.investorrelations.com/practice-areas/investor-relations/) - [ESG Engagement](https://www.investorrelations.com/practice-areas/esg-engagement/) - [Corporate Communications](http://www.investorrelations.com/practice-areas/corporate-communications/) - 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[Media Relations](http://www.investorrelations.com/case-studies/media-relations/) - [Surviving Bankruptcy](http://www.investorrelations.com/case-studies/surviving-bankruptcy/) - [Asbestos Liability](http://www.investorrelations.com/case-studies/asbestos-liability/) - [Private Company IR](https://www.investorrelations.com/case-studies/private-company-ir/) - [Industry Expertise](http://www.investorrelations.com/industry-expertise/) - [Life Sciences](http://www.investorrelations.com/industry-expertise/life-sciences/) - [Technology](http://www.investorrelations.com/industry-expertise/technology/) - [Industrial](http://www.investorrelations.com/industry-expertise/industrial/) - [Consumer/Retail](http://www.investorrelations.com/industry-expertise/consumer-retail/) - [Additional Experience](http://www.investorrelations.com/industry-expertise/additional-experience/) - [About](http://www.investorrelations.com/about/) - [Meet Our Team](http://www.investorrelations.com/about/meet-our-team/) - [Awards and Accolades](http://www.investorrelations.com/about/awards-and-accolades/) - [Press Releases](http://www.investorrelations.com/about/press-releases/) - [In the News](http://www.investorrelations.com/about/in-the-news/) - [Philanthropy](http://www.investorrelations.com/about/philanthropy/) - [Contact](http://www.investorrelations.com/contact/) [![Sharon Merrill](https://blog.investorrelations.com/hs-fs/hubfs/sharonmerrill_imager/Sharon-Merrill-Header-Logo.png?width=639&height=109&name=Sharon-Merrill-Header-Logo.png)](http://www.investorrelations.com/) - [Practice Areas](http://www.investorrelations.com/practice-areas/) - [Investor Relations](http://www.investorrelations.com/practice-areas/investor-relations/) - [ESG Engagement](https://www.investorrelations.com/practice-areas/esg-engagement/) - [Corporate Communications](http://www.investorrelations.com/practice-areas/corporate-communications/) - [Crisis Communications](http://www.investorrelations.com/practice-areas/crisis-communication/) - [Transaction Communications](http://www.investorrelations.com/practice-areas/transaction-communications/) - [Reputation Management](http://www.investorrelations.com/practice-areas/reputation-management/) - [Presentation and Media Training](http://www.investorrelations.com/practice-areas/presentation-and-media-training/) - [Private Company IR](https://www.investorrelations.com/practice-areas/private-company-ir/) - [Case Studies](http://www.investorrelations.com/case-studies/) - [IPO Program](http://www.investorrelations.com/case-studies/ipo-program/) - [Investor Outreach](http://www.investorrelations.com/case-studies/investor-outreach/) - [Crisis Communications](http://www.investorrelations.com/case-studies/crisis-communications/) - [Meetings and Introductions](http://www.investorrelations.com/case-studies/meetings-and-introductions/) - [Communicating Shortfalls](http://www.investorrelations.com/case-studies/communicating-shortfalls/) - [Corporate Visibility](http://www.investorrelations.com/case-studies/corporate-visibility/) - [Perception Audit](http://www.investorrelations.com/case-studies/perception-audit/) - [Presentation Training](http://www.investorrelations.com/case-studies/presentation-training/) - [Investor Day](http://www.investorrelations.com/case-studies/investor-day/) - [CEO Transition Communications](http://www.investorrelations.com/case-studies/ceo-transition-communications/) - [Rebuilding Credibility](http://www.investorrelations.com/case-studies/rebuilding-credibility/) - [Mergers & Acquisitions](http://www.investorrelations.com/case-studies/mergers-acquisitions/) - [Shareholder Activism](http://www.investorrelations.com/case-studies/shareholder-activism/) - [Proxy Fights](http://www.investorrelations.com/case-studies/proxy-fights/) - [Acquisition Support](http://www.investorrelations.com/case-studies/acquisition-support/) - [Management Credibility](http://www.investorrelations.com/case-studies/management-credibility/) - [Media Relations](http://www.investorrelations.com/case-studies/media-relations/) - [Surviving Bankruptcy](http://www.investorrelations.com/case-studies/surviving-bankruptcy/) - [Asbestos Liability](http://www.investorrelations.com/case-studies/asbestos-liability/) - [Private Company IR](https://www.investorrelations.com/case-studies/private-company-ir/) - [Industry Expertise](http://www.investorrelations.com/industry-expertise/) - [Life Sciences](http://www.investorrelations.com/industry-expertise/life-sciences/) - [Technology](http://www.investorrelations.com/industry-expertise/technology/) - [Industrial](http://www.investorrelations.com/industry-expertise/industrial/) - [Consumer/Retail](http://www.investorrelations.com/industry-expertise/consumer-retail/) - [Additional Experience](http://www.investorrelations.com/industry-expertise/additional-experience/) - [About](http://www.investorrelations.com/about/) - [Meet Our Team](http://www.investorrelations.com/about/meet-our-team/) - [Awards and Accolades](http://www.investorrelations.com/about/awards-and-accolades/) - [Press Releases](http://www.investorrelations.com/about/press-releases/) - [In the News](http://www.investorrelations.com/about/in-the-news/) - [Philanthropy](http://www.investorrelations.com/about/philanthropy/) - [Contact](http://www.investorrelations.com/contact/) ![homepage-rotator-1.jpg](https://blog.investorrelations.com/hs-fs/hubfs/blog_image_for_hubspot.jpg?width=1189&name=blog_image_for_hubspot.jpg "homepage-rotator-1.jpg") # Our Blog: The Podium ## [Notes from a NIRI Annual Conference Attendee](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/) [June 14, 2012](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/#comments-listing) *By Dennis Walsh, Senior Consultant & Director of Social Media* Last week, I attended the [NIRI Annual Conference](http://www.niri.org/Main-Menu-Category/learn/annualconference/AC2012.aspx). It was very educational and an incredible opportunity to meet and exchange ideas with many of the approximately 1,300 investor relations professionals from more than 20 countries that attended the event in Seattle. NIRI organized more than 45 informative panel sessions and workshops that were led by some of IR’s top influencers. While I wanted to attend each one, unfortunately I am not omnipresent. For those that I did attend, I left with several key takeaways that can benefit any [IR program](http://www.investorrelations.com/practice-areas/investor-relations/) and wanted to share those with you here at [The Podium](http://www.investorrelations.com/investor-relations-blog/). [Read More](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/) [Investor Presentation](https://blog.investorrelations.com/blog/topic/investor-presentation), [IR Program Planning](https://blog.investorrelations.com/blog/topic/ir-program-planning), [Board Packages](https://blog.investorrelations.com/blog/topic/board-packages), [Shareholder Surveillance](https://blog.investorrelations.com/blog/topic/shareholder-surveillance), [Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Board Communications](https://blog.investorrelations.com/blog/topic/board-communications), [Annual Meeting](https://blog.investorrelations.com/blog/topic/annual-meeting), [Corporate Governance](https://blog.investorrelations.com/blog/topic/corporate-governance), [Shareholder Activism](https://blog.investorrelations.com/blog/topic/shareholder-activism), [SEC](https://blog.investorrelations.com/blog/topic/sec), [Proxy Season](https://blog.investorrelations.com/blog/topic/proxy-season), [Board of Directors](https://blog.investorrelations.com/blog/topic/board-of-directors), [Proxy Access](https://blog.investorrelations.com/blog/topic/proxy-access), [NIRI](https://blog.investorrelations.com/blog/topic/niri), [Disclosure Policy](https://blog.investorrelations.com/blog/topic/disclosure-policy), [IRO](https://blog.investorrelations.com/blog/topic/iro), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Social Media](https://blog.investorrelations.com/blog/topic/social-media), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Activist Investors](https://blog.investorrelations.com/blog/topic/activist-investors) ## [Form 13Fs – Things that Could Have Been Brought to My Attention Yesterday!](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/) [August 25, 2011](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/#comments-listing) *By Dennis Walsh, Senior Consultant & Director of Social Media* It’s that time of the year again. Four times a year, institutional investors that hold more than $100 million in assets under management are required to file a Form 13F with the SEC that lists the securities held in their portfolio and the number of shares owned…45 days prior. Every quarter when I’m going through these filings for my clients, I have a similar reaction as Adam Sandler in “The Wedding Singer”: [Things that could have been brought to my attention YESTERDAY](http://www.youtube.com/watch?v=yMQhXc1dHIQ) The 13F filings provide a snapshot into the makeup of a company’s shareholder base at the end of each quarter. While they offer some insight into how a company’s ownership has been trending, they fail to provide who the shareholders are in real time. It is extremely frustrating when the markets are under pressure and volatility is high – as it has been in recent weeks – to not know who owns your company’s stock. During the recent rollercoaster swings in the market at the beginning of August, the publicly available shareholder data was current only as of March 31 (ownership data as of June 30 wasn’t due to the SEC until August 15)! With all the buying and selling that has taken place, a company’s shareholder base could potentially be wildly different since the end of the previous quarter. [Read More](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/) [IR Program Planning](https://blog.investorrelations.com/blog/topic/ir-program-planning), [Shareholder Surveillance](https://blog.investorrelations.com/blog/topic/shareholder-surveillance), [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Investor Meetings](https://blog.investorrelations.com/blog/topic/investor-meetings), [SEC](https://blog.investorrelations.com/blog/topic/sec), [Buy-Side](https://blog.investorrelations.com/blog/topic/buy-side), [NIRI](https://blog.investorrelations.com/blog/topic/niri), [Shareholder Communications](https://blog.investorrelations.com/blog/topic/shareholder-communications), [Roadshow Planning](https://blog.investorrelations.com/blog/topic/roadshow-planning), [Small-cap IR](https://blog.investorrelations.com/blog/topic/small-cap-ir), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations) ### Subscribe to The Podium! ### Connect with your Investors Establish a sincere connection with investors to communicate key messages during your Investor Day. Download our free e-book on effective presentation habits, and learn to deliver ideas with confidence and clarity. ### [![Delivering Effective Presentations](https://no-cache.hubspot.com/cta/default/560825/ae1780f1-d59a-47b7-a91a-0473d76c0ac5.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/ae1780f1-d59a-47b7-a91a-0473d76c0ac5) ### When it's time for a change Whether planned or sudden, it is crucial to communicate the succession of high-profile positions effectively. Download our three-part e-book and learn the best way to craft a plan for CEO, CFO and Board of Directors transitions. 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Download our free guide on how to assess the effectiveness of an investor relations firm. [![How to Assess an IR Firm](https://no-cache.hubspot.com/cta/default/560825/9f973acb-6c16-469a-86fb-1186a197c587.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/9f973acb-6c16-469a-86fb-1186a197c587) ### Activism Defense No company is immune to shareholder activism. Sharon Merrill helps boards of directors and executive management teams identify the activist red flags lurking in your shareholder base, assess your governance risks and develop an action plan to prevent, detect and neutralize any threats. Download our free white paper, *“Leveraging Institutional Shareholder Relationships to Reduce Activism Risk,”* and learn how the best defense against activism is a strong offense. [![Download Activist Defense White Paper](https://no-cache.hubspot.com/cta/default/560825/e9ccfdbe-ec4e-494a-9db4-8864757c73f8.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/e9ccfdbe-ec4e-494a-9db4-8864757c73f8) ### Captivate your Audience Speaking persuasively is critical in today’s competitive business environment. Effective speakers use voice techniques and body language that project authority and credibility. Download our free e-book, “A Guide to Delivering Captivating Presentations,” for insight into good -and bad- presentation habits, and learn how to improve your skills. [![Become a Persuasive Speaker](https://no-cache.hubspot.com/cta/default/560825/650f7f0e-81ea-4c33-8bcf-8371568b99c0.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/650f7f0e-81ea-4c33-8bcf-8371568b99c0)  ### Perceptions Matter How do you ensure that investors clearly understand your strategy, growth drivers and market position? The most effective way is through a perception study. By periodically taking the investment community’s pulse you can avoid the knowledge gaps and misperceptions that hurt valuation. Download our free whitepaper, *Why Perceptions Matter*, to learn more. [![Download your free copy of 'Why Perceptions Matter'](https://no-cache.hubspot.com/cta/default/560825/e9c1adbc-f826-4c1b-92f5-1f896547e748.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/e9c1adbc-f826-4c1b-92f5-1f896547e748)  ### Common Topics: - [Investor Relations (148)](https://blog.investorrelations.com/blog/topic/investor-relations) - [Shareholder Communications (44)](https://blog.investorrelations.com/blog/topic/shareholder-communications) - [Crisis Communications (42)](https://blog.investorrelations.com/blog/topic/crisis-communications) - [Sharon Merrill Associates (42)](https://blog.investorrelations.com/blog/topic/sharon-merrill-associates) - [Strategic Messaging (36)](https://blog.investorrelations.com/blog/topic/strategic-messaging) - [Investor Relations Agency (34)](https://blog.investorrelations.com/blog/topic/investor-relations-agency) - [Investor Relations Firm (32)](https://blog.investorrelations.com/blog/topic/investor-relations-firm) - [IR Trends (31)](https://blog.investorrelations.com/blog/topic/ir-trends) - 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[Corporate Access (7)](https://blog.investorrelations.com/blog/topic/corporate-access) - [Financial Communication (7)](https://blog.investorrelations.com/blog/topic/financial-communication) - [Investor Relations Trends (7)](https://blog.investorrelations.com/blog/topic/investor-relations-trends) - [Public Speaking (7)](https://blog.investorrelations.com/blog/topic/public-speaking) - [Sell-side Coverage (7)](https://blog.investorrelations.com/blog/topic/sell-side-coverage) - [Shareholder Meeting (7)](https://blog.investorrelations.com/blog/topic/shareholder-meeting) - [Board Packages (6)](https://blog.investorrelations.com/blog/topic/board-packages) - [Board Structure (6)](https://blog.investorrelations.com/blog/topic/board-structure) - [Board of Directors (6)](https://blog.investorrelations.com/blog/topic/board-of-directors) - [Credibility (6)](https://blog.investorrelations.com/blog/topic/credibility) - [Investor Conference (6)](https://blog.investorrelations.com/blog/topic/investor-conference) - [Roadshow Planning (6)](https://blog.investorrelations.com/blog/topic/roadshow-planning) - [Small-cap IR (6)](https://blog.investorrelations.com/blog/topic/small-cap-ir) - [Socialize IR (6)](https://blog.investorrelations.com/blog/topic/socialize-ir) - [Succession Planning (6)](https://blog.investorrelations.com/blog/topic/succession-planning) - [Trends (5)](https://blog.investorrelations.com/blog/topic/trends) - [crisis communication plan (5)](https://blog.investorrelations.com/blog/topic/crisis-communication-plan) - [Conference Calls (4)](https://blog.investorrelations.com/blog/topic/conference-calls) - [Event Planning (4)](https://blog.investorrelations.com/blog/topic/event-planning) - [IR Budgets (4)](https://blog.investorrelations.com/blog/topic/ir-budgets) - [Investment Thesis (4)](https://blog.investorrelations.com/blog/topic/investment-thesis) - [Investor Event Planning (4)](https://blog.investorrelations.com/blog/topic/investor-event-planning) - [Monitoring (4)](https://blog.investorrelations.com/blog/topic/monitoring) - 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