FR Y-12A Annual Report of Merchant Banking
Investments Held for an Extended Period
Data from the FR Y-12A provide the Federal Reserve with information concerning merchant banking investments that are approaching the end of the holding period permissible under Regulation Y. A financial holding company (FHC) generally would have to submit a FR Y-12A if it holds shares, assets and other ownership interests of companies engaged in nonfinancial activities under merchant banking investment authority for longer than eight years (or 13 years in the case of an investment held through a qualifying private equity fund).
Financial Holding Companies
Form and Instructions:
Current and historical versions of this form and their instructions are maintained on the Board of Governors' website in PDF format.
Data from the FR Y-12A are not published.