Overview
Using Easy Search 
Using Advanced Search
Reviewing Search Results
Refining Search Results
Viewing a Company Directory Record
Viewing an SIC Description Record
Viewing an Investext company or industry report
Displaying a Page without Margin Links (Hide Links)

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Overview

Company InSite allows you to get in-depth directory information about companies of interest to you. Within Company InSite you can search for specific companies by name or ticker symbol or you can identify all companies that match certain criteria defined by you. Once you locate the companies you're looking for you can further refine your search, view the directory records, link to a company's website, or link to related information about the company such as articles about the company, other companies in the same industry, Investext analyst reports, and more. While Company InSite is designed to be very easy to use and require virtually no training, the information provided in this Help section is intended to help you maximize your searching experience. If you would like assistance beyond what you find in Help, please contact Customer Support.

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Using Easy Search

Use Easy Search to locate a specific company's directory record. If you need to set a charge code, set it before you begin your search.

Here's how to use Easy Search, step by step:

Step 1. Type a company name or ticker symbol

Tell InSite what company you want to find by typing all or part of the company name or enter the company's ticker symbol. Examples:

Some points to keep in mind:

• When entering a company name, the product automatically searches all variant names for a company. Variant names are alternate names the company may be known as. For example, if you enter "Big Blue" for IBM, you well get a match based on the variant name of Big Blue for IBM. You will see the variant name highlighted in the variant name section of the company directory record.
• Capitalization doesn't matter.
• Whatever you enter is automatically wildcarded so if you don't know the full company name, just enter what you know and you will get all the matches for what you've entered. Remember if you enter Intel, you will retrieve Intel Corp., the chip manufacturer, as well as Company names starting with the root intel (e.g. Intelligent Electronics Inc.).
• You can enter as many company names or ticker symbols as you like. Just be sure to put an OR between them. If you put an AND between them, you will not get any results.

If you want to erase your entry and start again, click the Clear button.

Step 2. Choose a search option

After typing a company name or ticker symbol, tell InSite how to search. You have two choices.

• Select the radio button next to company name if you have entered a company name in the box. You will get a list of companies that matches what you entered.
• Select the radio button next to ticker symbol if you have entered a ticker symbol. You will get a matching company record.

Step 3. Click the Search button...

...and your results appear. Now you are ready to review the results.

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Using Advanced Search

Use Advanced Search to find companies that match certain criteria defined by you. For example, find all the companies in California with revenues over $100 million. With Advanced Search you can query by four main categories:

• Size - includes revenues or assets and number of employees
• Location - includes country, state, metropolitan area, U.S. city, area code, and zip code
• Industry - includes primary or secondary SIC code, and business description
• General Information - includes company name, ticker symbol, parent company, ultimate parent, officer name, officer position, business type, stock exchange, and year founded

Remember, if you need to set a charge code, set it before you begin your search. Near the top of Advanced Search form is the name of the product you are searching (Company InSite), the date the product was last updated, and the Charge Code for the search if one has been set.

Here's how to use Advanced Search, step by step:

Step 1: Complete the search fields

Enter information in one or more of the available fields.

Searching by Size

• To query by Revenue, select the radio button next to Revenue, select "Greater than", "Less than" or "Between" from the option list, and enter a revenue figure. Tip: enter whole numbers. The revenue or asset amount is in millions. For example, entering 10 and clicking the greater than option, will find companies with revenues over $10 million.
• To query by Assets, select the radio button next to Assets, select "Greater than", "Less than", or "Between" from the option list, and enter an asset figure.
• To query by Either revenue or assets, select the radio button next to Either, select "Greater than", "Less than" or "Between" from the option list, and enter a revenue/asset figure.
• To query by Number of Employees, select "Greater than", "Less than", or "Between" from the option list, and enter number of employees.

Searching by Location

• To query by Country, select one or more country names from the drop down list.
• To query by State, select one or more states from the drop down list.
• To query by Metropolitan Area, select one or more areas from the drop down list.
• To query by U.S. City, enter one or more city names. Note: international cities are not searchable.
• To query by Area Code, enter one or more three-digit area codes, each separated by "or". Example: 415 or 408. Up to 30 area codes can be entered.
• To query by Zip Code, enter one or more five or nine-digit zip codes, each separated by "or". Example: 94404 or 94066. Alternatively, enter a partial zip code followed by the asterisk (*) wildcard character. Example: 94*. Up to 30 zip codes can be entered.

Searching by Industry

• To query by Primary SIC Code, enter one or more SIC codes, each separated by "or". Example: 2834 or 2836. Alternatively, enter a partial SIC code followed by the asterisk (*) wildcard character. Example: 28*. Up to 30 SIC codes can be entered.
• To query by Primary or Secondary SIC Code to find companies whose primary or secondary business activity is the industry of interest to you, enter one or more SIC codes, each separated by "or". Example: 2834 or 2836. Alternatively, enter a partial SIC code followed by the asterisk (*) wildcard character. Example: 28*. Up to 30 SIC codes can be entered.
• To search by Business Description entered a word or phrase that captures the business of interest. For example, enter Public Relations or Advertising to find all companies involved in these two business practices.

Searching by General Information

• To query by Company, enter one or more company names, each separated by "or".
• To query by Ticker Symbol, enter one or more ticker symbols, each separated by "or".
• To query by Parent Company, enter the parent company name of interest. This is useful in finding all direct subsidiaries. Tip: enter the full company name. Example: enter International Business Machines Corp. to find all direct subsidiaries of IBM.
• To query by Ultimate Parent, enter the ultimate parent company name of interest. This is useful in finding all subsidiaries. Tip: enter the full company name. Example: enter International Business Machines Corp. to find all subsidiaries of IBM.
• To query by Officer Name, enter the first name then last name. Example: Keith Lassner. Tip: Many officer names include a middle initial. To successfully search those with a middle initial do not put a period after the initial. Example: William H Gates. If you don't get any results, try entering just the last name.
• To query by Officer Position, select one or more officer positions from the drop down list.
• To query by Business Type, check the boxes that apply to your search query. The business types selected, will be joined with the boolean operator OR. For example, if you check off private company and public company, you will retrieve all private or public companies in the product.
• To query by Stock Exchange, select one or more exchanges from the drop down list.
• To query by Year Founded, select "after", "before" or "between" from the option list, and enter the year.

Some points to keep in mind:

• The relationship between fields is AND. Entering terms in two or more fields requires that each field have its respective term or value in order to yield results.
• Within a field, search terms can be joined with the connectors AND, OR, and NOT.
• Capitalization does not matter.
• Small words like "of", "a", and "this" are ignored.
• To select more than one item from a drop-down list when using a PC, hold your control key down and click the items of interest. To de-select an item, hold your control key down and click the item to be de-selected. On a Mac, use the command button. If multiple items are selected, the relationship between them is OR. For example, in the State field, you can select multiple states and you will retrieve all companies in any of the states selected.

If you would like to erase the entire form, simply click the Clear button.

Step 2. Submit the search

After making entries in one or more fields, click the Search button to display a list of companies matching your search criteria.

Note: To return to the Advanced Search page with your previous search still visible, click your browser's Back button. If you click the Advanced Search button, a blank search page will display.

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Reviewing Search Results

A successful Easy or Advanced Search brings you a list of one or more company names. The company list includes a blank check box next to the company name, the company name, the company location (city and state for U.S. companies and country name for non-U.S. companies), the revenue or assets for the company, and the company's primary SIC code. Any information not found displays "N/A" in the list. The default sort order is largest company to smallest in terms of revenue. The total number of companies found displays at the top of the Company List page.

Viewing the Results

To view the results:

• Use the scroll bar at the right of the list to move through the page of companies.
• Click the Up arrow to display the previous 20 companies in the Company List. The arrow is inactive if this is the first page of company names.
• Click the Down arrow to display the next 20 companies in the Company List. The arrow is inactive if this is the last page of company names.
• You can specify what item number to display by entering an item number in the box next to start from item #.
• You can change the number of items that display on the page by selecting an alternative number from the drop down list next to items per page. The default is 20 items per page. The other options are 10, 50, and 100.

Linking to a Company Directory Record

To view a company directory record for a listed company, simply click the company name.

Viewing Multiple Directory Records at Once

To view several company directory records at once, select the directory records you want by clicking the check box to the left of the company name, and then click the View Checked Items button. A page displaying the directory records you have selected appears.

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Refining Search Results

Use Refine Search to select a subset of the results. Click the refine search button, then enter additional term(s) in one or more of the fields below. The additional term(s) and your previous result set will be joined with AND.

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Viewing a Company Directory Record

Company directory records contain general background information about a company such as contact information, annual revenue, number of employees, description of business, parent information, year founded, and company officers.

Selected companies have a URL in the address section which is linked to the company's website. To return to InSite from a company's website, click your back button.

Navigating Company Directory Records

To view the resulting company directory records:

• Use the scroll bar at the right of the record to move through the page.
• Click the Prev Item button to display the previous directory record. This button is inactive if this is the first record.
• Click the Next Item button to display the next directory record. This button is inactive if this is the last record.
• Click the Company List button to return to the Company List page.

Linking to company-related documents

Company directory records have several margin links:

• Click Articles about this Company to display a list of articles about the company.
• Click Investext Analyst Report about this Company to retrieve a full text Investext report about the company
• Click Subsidiary Directory Records to display a list of the company's subsidiaries.
• Click an SIC code under SICs for this company to see a description of that SIC code and to link to important industry-related information.
• Click Investext Analyst Report about this Company's Industry to retrieve a full text Investext report about the company's industry.

Note: Margin links vary depending on the availability of information for a particular company. For example, a company without any subsidiaries will not display the "Subsidiary Directory Records" link.

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Viewing an SIC Description Record

The SIC Description page displays the Standard Industrial Classification record for the selected SIC. This document contains a description of topics included in the selected SIC category.

Navigating SIC Descriptions

To view the resulting description:

• Use the scroll bar at the right of the document to move through the page.
• Click the Prev Item button to display the previous document. This button is inactive if this is the first document.
• Click the Next Item button to display the next document. This button is inactive if this is the last document.
• Click the SIC List button to return to the SIC List page.

Linking to SIC-related documents

SIC descriptions can quickly lead you to information about the selected industry. SIC description records have the following links:

• Click Companies in this Industry to display a list of companies in the selected SIC category. Companies are ranked by revenue, largest to smallest.
• Click Articles about this Industry to display a list of industry-related articles.
• Click Investext Analyst Report about this Industry to retrieve a full text Investext report about the industry.

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Viewing an Investext Company or Industry Report

InSite includes the full text of company and industry reports written by investment banks and brokerage houses. The reports are compiled and made available to InSite by The Investext Group. Investext reports are highly regarded as a source of market research and intelligence. The company reports offer in-depth analysis and opinions about a company's business strategy, financial outlook, and its long-term competitive position. The industry reports outline industry trends, competitive developments, market share, emerging technologies, and market potential.

InSite includes the most recent full text Investext report for selected U.S. public companies and industries. The Investext reports are accessible from a company's directory record or from an SIC description record.

Investext company reports have the following links:

• Click Articles about this Company to display a list of articles about the company.
• Click Directory Record for this Company to display the company's directory record.

Investext industry reports have the following links:

• Click Articles about this Industry to display a list of industry-related articles.
• Click SIC Description Record for this Industry to display an SIC record.
• Click Directory Records of Companies in this Industry to display a list of companies in the industry. Industry is determined by the SIC code assigned to the industry report. Companies are ranked by revenue, largest to smallest.

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Displaying a Page Without Margin Links (Hide Links)

To display a directory record or SIC description record without margin links, click the Hide Links button at the top left of the page. The page will refresh without any margin links. To print or save the document, follow the directions for printing and saving in the general help section. To see the margin links again, click on the Show Links button at the bottom left of the page or click your browser's back button.

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