What is required in the stock summary report for the CDFI Certification Application?

The stock summary report for the CDFI Certification Application must detail the ownership of voting stock shares in your organization, identifying all individuals and entities that own 25% or more of the voting stock. It should include the names of all owners, their respective ownership percentages, and clearly document any ownership exceeding 25%. If your report shows “0%” for Insured Depository Institutions or Depository Institution Holding Companies, it indicates no ownership in these categories. However, you must clearly present all relevant ownership information for other significant entities.