Define: Narrative Report

How is Narrative Report defined in a legal contract?

• Narrative Report means a document that details the operations of a given entity, intended for the perusal of its senior management, and covers a specific time duration. It systematically describes the financial statements to which it pertains. Seen in 535 SEC filings.
• Narrative Report means a custom narrative featuring descriptions of an entity's operational activities during a designated fiscal quarter or year, from its start to the end of the period involving pertinent financial statements. Seen in 38 SEC filings.
• Narrative Report means a document offering a management’s discussion and analysis of the financial health and activities of an entity and its consolidated subsidiaries during the period related to the specified financial statements. Seen in 35 SEC filings.
• Narrative Report means a standard report, commonly referred to as ""management’s discussion and analysis"", describing the functions of the borrower and its subsidiaries during a specified period which could be a fiscal quarter or year ending with the relevant financial statements. Seen in 20 SEC filings.
• Narrative Report means a text outlining the operations of the borrower and its subsidiaries typically conforms to the needs of the management’s discussion and analysis section in the quarterly or annual report forms. Seen in 15 SEC filings.
• Narrative Report means a report that discloses the operations of an organization and its subsidiaries. It's typically prepared for presentation to senior-level management for a particular fiscal year. Seen in 9 SEC filings.
• Narrative Report means a report illustrating the functionality of an entity and its subsidiaries with a comparison of the actual operation against the projected financial plan. It is designed to suit the needs of senior management during a defined interval such as a month, fiscal quarter or fiscal year. Seen in 7 SEC filings.
• Narrative Report means a detailed report on the financial health and operation results of a transferred business, that is acceptable to the buyer. If such a narrative is in the format of a management discussion and analysis typically included in SEC filings, it is assumed to be acceptable to the buyer. Seen in 5 SEC filings.

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of narrative report' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

• Narrative Report means a document detailing the entity's operations for a specific timeline, meant for senior management.

Relevant Contract Types

• Partnership Agreements
• Joint Venture Agreements
• Mergers and Acquisitions Contracts

Relevant Circumstances

• Structuring partnerships or joint ventures where a comprehensive understanding of an entity's operations is necessary.
• During the due diligence process of mergers and acquisitions.

Relevant Sectors

• Manufacturing
• Technology
• Real Estate

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Genie Definition 2

• Narrative Report means a management's analysis document discussing the financial condition and activities of an entity for a specified timeframe.

Relevant Contract Types

• Franchise Agreements
• Corporate Bylaws
• Investment Contracts

Relevant Circumstances

• In making financial decisions based on the analysis of an entity's financial condition and activities.
• For setting the rules on how a corporation operates and outlining the responsibilities of the management.

Relevant Sectors

• Finance
• Retail
• Healthcare

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