Disclosures (original) (raw)
Although not required, I disclose companies whose stock I own.
Disclosures and disclaimers. Yes, these disclosures and disclaimers are mostly legal mumbo jumbo, but they include a list of companies where the publisher, James McRitchie, owns stock and how to contact him.
Disclosures and Disclaimers
- Disclaimer of Liability
- Indemnification
- Disclaimer of Warranties
- Disclaimer of Accuracy of Information
- Disclaimer of Endorsement
- Disclaimer of Hypertext Links
- Disclaimer of Duty to Continue Provision of Information
- Disclosure of Possible Conflicts of Interest
- Contact and Copyright Information
Disclaimers of Liability
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Indemnification
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Disclaimers of Warranties/Accuracy of Information
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Disclaimers of Endorsement
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Reference herein to any specific commercial products, process, or service by trade name, trademark, manufacturer, or otherwise does not constitute or imply its endorsement, recommendation, or favoring by CorpGov.net.
Disclaimers for Hypertext Links
Neither CorpGov.net, James McRitchie, nor its contributors are responsible for the contents of any off-site pages referenced. The user specifically acknowledges that neither CorpGov.net nor its contributors are liable for the defamatory, offensive, or illegal conduct of other users, links, or third parties. The risk of injury from the foregoing rests entirely with the user.
Links from the CorpGov.net site to other sites do not constitute an endorsement from CorpGov.net. These links are provided as an information service only. It is the user’s sole responsibility to evaluate the content and usefulness of information obtained from other sites.
Disclaimers of Duty to Continue Provision of the Data
Due to the dynamic nature of the Internet, free and publicly available resources one day may require a fee or restrict access the next. The location of items may change as menus, homepages, and files are reorganized. Users expressly agree that using CorpGov.net is at the user’s sole risk. Neither CorpGov.net, James McRitchie, or any entity jointly created by them, each of their affiliates, nor any of their respective employees, agencies, third-party content providers, or licensers warrant that the service will be uninterrupted or error-free.
Disclosures of Possible Conflicts of Interest
The following is not a list of companies with the best environmental, social, and governance practices. If you know where these companies fall short, I would appreciate it if you would drop me a line so that I can advocate for reform or perhaps remove them from my investments, as I have largely done with coal and oil companies. I also appreciate tips from readers on companies with good corporate governance practices and those with good potential that need reform.
I will also work with just about anyone who has good ideas for proxy proposals. If I have the requisite ownership level and don’t already have plans at any specific company, and you do the work, I’ll sign off on the proposals and give you credit.
Disclosures are updated periodically but not on a set regular schedule. I look forward to collaborating with other shareholders when mutually advantageous. As of September 8, 2024, the publisher held financial interests in the following companies (ordered by company name) and funds (some in multiple accounts), as well as in YourStake.org, Worm Capital, Parnassus, iconik, and an affiliate of Lawndale Capital Management:
Symbol | Company Name |
---|---|
AAPL | APPLE INC |
ABBV | ABBVIE INC |
ABNB | AIRBNB INC CLASS A |
ABT | ABBOTT LABS |
ACA | ARCOSA INC |
ADBE | ADOBE INC |
ADI | ANALOG DEVICES INC |
ADSK | AUTODESK INC |
AES | AES CORP |
AIT | APPLIED INDL TECHNOLOGIE |
AIZ | ASSURANT INC |
AKAM | AKAMAI TECHNOLOGIES INC |
ALLE | ALLEGION PUB LTD CO F |
AMD | ADVANCED MICRO DEVICE IN |
AMGN | AMGEN INC |
AMN | AMN HEALTHCARE SVCS INC |
AMT | AMERICAN TOWER CORP NEW REIT |
AMZN | AMAZON.COM INC |
ANSS | ANSYS INC |
ARLO | ARLO TECHNOLOGIES INC |
ASMB | ASSEMBLY BIOSCIENCES INC |
AUR | AURORA INNOVATION INC CLASS A |
AVAV | AEROVIRONMENT INC |
AVGO | BROADCOM INC |
AVNS | AVANOS MED INC |
AXON | AXON ENTERPRISE INC |
AXP | AMERICAN EXPRESS CO |
BCE | BCE INC F |
BDX | BECTON DICKINSON & CO |
BEN | FRANKLIN RES INC |
BEP | BROOKFIELD RENEW PART LP |
BERY | BERRY GLOBAL GROUP INC |
BG | BUNGE GLOBAL SA F |
BIIB | BIOGEN INC |
BIO | BIO RAD LABORATORIES INCCLASS A |
BIOX | BIOCERES CROP SOLUTION F |
BK | BANK NEW YORK MELLON COR |
BLDP | BALLARD PWR SYS INC NE F |
BLK | BLACKROCK INC |
BMRN | BIOMARIN PHARMACEUTICAL |
BMY | BRISTOL MYERS SQUIBB CO |
BOIRF | BOIRON SA ORDF |
BR | BROADRIDGE FINL SOLUTION |
BRK/B | BERKSHIRE HATHAWAY INC DCLASS B |
BROS | DUTCH BROS INC CLASS A |
BSX | BOSTON SCIENTIFIC CORP |
BUR | BURFORD CAPITAL LIMITE F |
BYND | BEYOND MEAT INC |
C | CITIGROUP INC |
CARR | CARRIER GLOBAL CORP |
CAT | CATERPILLAR INC |
CCI | CROWN CASTLE INC REIT |
CHPT | CHARGEPOINT HLDGS INC CLASS A |
CHWY | CHEWY INC CLASS A |
CL | COLGATE PALMOLIVE CO |
CLDX | CELLDEX THERAPEUTICS INC |
CLX | CLOROX CO |
CMCSA | COMCAST CORP NEW CLASS A |
CMG | CHIPOTLE MEXICAN GRILL I |
CMP | COMPASS MINERALS INTL IN |
CNI | CANADIAN NATL RY CO F |
COCO | VITA COCO CO INC |
COF | CAPITAL ONE FINL CORP |
COLB | COLUMBIA BKG SYS INC |
COLM | COLUMBIA SPORTSWEAR CO |
COST | COSTCO WHSL CORP NEW |
COUR | COURSERA INC |
CP | CANADIAN PACIFIC KANSA F |
CRL | CHARLES RIV LABORATORIES |
CRM | SALESFORCE INC |
CRSP | CRISPR THERAPEUTICS AG F |
CSCO | CISCO SYS INC |
CSX | CSX CORP |
CTSH | COGNIZANT TECHNOLOGY SOLCLASS A |
CVS | CVS HEALTH CORP |
CZR | CAESARS ENTMT INC NEW |
DBX | DROPBOX INC CLASS A |
DDD | 3D SYS CORP DEL |
DFS | DISCOVER FINL SVCS |
DG | DOLLAR GEN CORP NEW |
DIS | DISNEY WALT CO |
DNA | GINKGO BIOWORKS HLDG CLASS A |
DOCU | DOCUSIGN INC |
DXCM | DEXCOM INC |
EBAY | EBAY INC |
ECL | ECOLAB INC |
ELF | E L F BEAUTY INC |
ENPH | ENPHASE ENERGY INC |
ES | EVERSOURCE ENERGY |
ETN | EATON CORP PLC F |
ETSY | ETSY INC |
EVGO | EVGO INC CLASS A |
EW | EDWARDS LIFESCIENCES COR |
EWBC | EAST WEST BANCORP |
EXAS | EXACT SCIENCES CORP |
FBLG | FIBROBIOLOGICS INC |
FDS | FACTSET RESH SYS INC |
FDX | FEDEX CORP |
FHB | FIRST HAWAIIAN INC |
FLGT | FULGENT GENETICS INC |
FSBC | FIVE STAR BANCORP |
FSLR | FIRST SOLAR INC |
FTNT | FORTINET INC |
GD | GENERAL DYNAMICS CORP |
GE | GE AEROSPACE |
GEHC | GE HEALTHCARE TECHNOLOGI |
GEN | GEN DIGITAL INC |
GEV | GE VERNOVA INC |
GH | GUARDANT HEALTH INC |
GILD | GILEAD SCIENCES INC |
GOEV | CANOO INC CLASS A |
GOOGL | ALPHABET INC CLASS A |
GRAL | GRAIL INC CLASS EQUITY |
GS | GOLDMAN SACHS GROUP INC |
GWRE | GUIDEWIRE SOFTWARE INC |
HAIN | HAIN CELESTIAL GROUP INC |
HD | HOME DEPOT INC |
HON | HONEYWELL INTL INC |
HPQ | HP INC |
HUBS | HUBSPOT INC |
IBM | INTERNTNL BUSINESS MACHS |
IBP | INSTALLED BLDG PRODS INC |
ICLR | ICON PLC F |
IDXX | IDEXX LABS INC |
IFF | INTERNTNL FLAVORS & FRAG |
ILMN | ILLUMINA INC |
INTC | INTEL CORP |
INTU | INTUIT |
IONS | IONIS PHARMACEUTICALS IN |
IOVA | IOVANCE BIOTHERAPEUTICS |
IQV | IQVIA HLDGS INC |
IR | INGERSOLL RAND INC |
IRBT | IROBOT CORP |
ISRG | INTUITIVE SURGICAL INC |
IVZ | INVESCO LTD F |
JAZZ | JAZZ PHARMACEUTICALS P F |
JNJ | JOHNSON & JOHNSON |
JPM | JPMORGAN CHASE & CO |
KBH | KB HOME |
KD | KYNDRYL HLDGS INC |
KEYS | KEYSIGHT TECHNOLOGIES IN |
KHC | KRAFT HEINZ CO |
KKR | KKR & CO INC |
KMB | KIMBERLY CLARK CORP |
LCID | LUCID GROUP INC F |
LEN | LENNAR CORP CLASS A |
LLY | ELI LILLY AND CO |
LMT | LOCKHEED MARTIN CORP |
LNTH | LANTHEUS HLDGS INC |
LOW | LOWES COS INC |
MA | MASTERCARD INC CLASS A |
MAR | MARRIOTT INTL INC NEW CLASS A |
MAT | MATTEL INC |
MCD | MCDONALDS CORP |
MCHP | MICROCHIP TECHNOLOGY INC |
MDT | MEDTRONIC PLC F |
MELI | MERCADOLIBRE INC |
MGM | MGM RESORTS INTL |
MGX | METAGENOMI INC |
MHO | M / I HOMES INC |
MMM | 3M CO |
MOD | MODINE MFG CO |
MORN | MORNINGSTAR INC |
MRNA | MODERNA INC |
MS | MORGAN STANLEY |
MSCI | MSCI INC |
MSFT | MICROSOFT CORP |
MTB | M & T BK CORP |
MU | MICRON TECHNOLOGY INC |
NATL | NCR ATLEOS CORP |
NCNO | NCINO INC NEW |
NDLS | NOODLES & CO CLASS A |
NEE | NEXTERA ENERGY INC |
NET | CLOUDFLARE INC CLASS A |
NFLX | NETFLIX INC |
NNOX | NANO-X IMAGING LTD F |
NOC | NORTHROP GRUMMAN CORP |
NOW | SERVICENOW INC |
NTGR | NETGEAR INC |
NTLA | INTELLIA THERAPEUTICS IN |
NTRS | NORTHERN TR CORP |
NU | NU HLDGS LTD FCLASS A |
NVDA | NVIDIA CORP |
OC | OWENS CORNING NEW |
OFIX | ORTHOFIX MED INC |
OGN | ORGANON & CO |
ONVO | ORGANOVO HOLDINGS INC |
OSUR | ORASURE TECHNOLOGIES INC |
OTIS | OTIS WORLDWIDE CORP |
PANW | PALO ALTO NETWORKS INC |
PAYC | PAYCOM SOFTWARE INC |
PEGA | PEGASYSTEMS INC |
PENN | PENN ENTMT INC |
PETS | PETMED EXPRESS INC |
PFC | PREMIER FINL CORP |
PFE | PFIZER INC |
PG | PROCTER & GAMBLE CO |
PI | IMPINJ INC |
PII | POLARIS INC |
PINS | PINTEREST INC CLASS A |
POCI | PRECISION OPTICS CORP IN |
PRLB | PROTO LABS INC |
PRMW | PRIMO WATER CORP |
PYPL | PAYPAL HLDGS INC |
RBLX | ROBLOX CORP CLASS A |
RDFN | REDFIN CORP |
REGN | REGENERON PHARMACEUTICAL |
RGEN | REPLIGEN CORP |
RGNX | REGENXBIO INC |
RIVN | RIVIAN AUTOMOTIVE INC CLASS A |
RKT | ROCKET COMPANIES CLASS ACLASS A |
RMD | RESMED INC |
RTX | RTX CORP |
SBAC | SBA COMMUNICATIONS CORP CLASS A |
SBUX | STARBUCKS CORP |
SCHW | SCHWAB CHARLES CORP NEW |
SEDG | SOLAREDGE TECHNOLOGIES F |
SFM | SPROUTS FMRS MKT INC |
SNAP | SNAP INC CLASS A |
SNOW | SNOWFLAKE INC CLASS A |
SOLV | SOLVENTUM CORP |
SPGI | S&P GLOBAL INC |
SPOT | SPOTIFY TECHNOLOGY S A F |
SQ | BLOCK INC CLASS A |
SSYS | STRATASYS LTD F |
STE | STERIS PLC F |
STKL | SUNOPTA INC F |
STT | STATE STR CORP |
SYF | SYNCHRONY FINL |
SYK | STRYKER CORP |
T | AT&T INC |
TDOC | TELADOC HEALTH INC |
TECH | BIO-TECHNE CORP |
TER | TERADYNE INC |
TFC | TRUIST FINL CORP |
TGT | TARGET CORP |
TMO | THERMO FISHER SCIENTIFIC |
TNDM | TANDEM DIABETES CARE INC |
TNXP | TONIX PHARMACEUTICALS HLCLASS EQUITY |
TROW | PRICE T ROWE GROUP INC |
TSCO | TRACTOR SUPPLY CO |
TSLA | TESLA INC |
TTD | THE TRADE DESK INC CLASS A |
TYL | TYLER TECHNOLOGIES INC |
TZOO | TRAVELZOO |
UBER | UBER TECHNOLOGIES INC |
UG | UNITED GUARDIAN INC |
UNFI | UNITED NAT FOODS INC |
UNP | UNION PAC CORP |
UPS | UNITED PARCEL SVC INC CLASS B |
UPWK | UPWORK INC |
USB | US BANCORP DEL |
UTHR | UNITED THERAPEUTICS CORP |
V | VISA INC CLASS A |
VCEL | VERICEL CORP |
VCYT | VERACYTE INC |
VEEV | VEEVA SYS INC CLASS A |
VRTX | VERTEX PHARMACEUTICALS I |
VYX | NCR VOYIX CORP |
VZ | VERIZON COMMUNICATIONS I |
WAT | WATERS CORP |
WBA | WALGREENS BOOTS ALLIANCE |
WBD | WARNER BROS DISCOVERY IN |
WCN | WASTE CONNECTIONS INC F |
WDAY | WORKDAY INC CLASS A |
WDFC | WD 40 CO |
WEN | WENDYS CO |
WFC | WELLS FARGO & CO |
WK | WORKIVA INC CLASS A |
WMT | WALMART INC |
WST | WEST PHARMACEUTICAL SVCS |
YELP | YELP INC |
YEXT | YEXT INC |
YUM | YUM BRANDS INC |
YUMC | YUM CHINA HLDGS INC F |
ZBH | ZIMMER BIOMET HLDGS INC |
ZBH | ZIMMER BIOMET HLDGS INC |
ZIMV | ZIMVIE INC |
ZM | ZOOM VIDEO COMMUNICATIONCLASS A |
ZS | ZSCALER INC |
ZTS | ZOETIS INC CLASS A |
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James McRitchie, Publisher CorpGov.net (Corporate Governance) jm@corpgov.net.
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