XBRL US will hold a webinar that will focus on data quality and corporate disclosures. The webinar will take place on Thursday, May 1, 2025, from 3:00 p.m. to 4:00 p.m. via Zoom. The event is free and open to the public, though registration is required. Continue reading "XBRL US to Host Webinar: Data Quality,..." »

The SEC has adopted rule amendments to require electronic filing or submission of certain forms as well as other filings, submissions, or notices provided by broker-dealers, security-based swap dealers, and major security-based swap participants under the Exchange Act and the Securities Act to be submitted to the EDGAR system using machine-readable, structured data. Accordingly, the SEC has released a draft version of the Broker-Dealers (BKD) XBRL Taxonomy. Continue reading "SEC Releases Draft of Broker-Dealers (BKD)..." »

SEC has announced that beginning April 14, 2025, fee-related filings received between 5:30 p.m. ET and 10:00 p.m. ET will receive notifications and be accepted that same day if they pass validation checks, but they will receive a filing date that corresponds to the next business day. Continue reading "SEC Issues Update for Fee-Related EDGAR Filings..." »

The SEC has released the Small Entity Compliance Guide, a resource developed to help small businesses in understanding and complying with EDGAR Next, the September 2024 rule and form amendments that enhance the security of the SEC’s EDGAR system and improve filers’ ability to access and manage accounts. EDGAR Next applies to all registrants who electronically submit filings on the EDGAR system. This includes entities such as issuers and filing agents as well as individuals, such as officers and directors subject to the requirements of Section 16 of the Securities Exchange Act. Continue reading "SEC Publishes Guide to Facilitate EDGAR Next..." »

On March 17th, the SEC announced that it has adopted amendments to Volume II of the EDGAR Filer Manual and related rules and forms. Continue reading "SEC Announces Adoption of Modified EDGAR Filer..." »

On March 17, 2025, the EDGAR System will be updated to Release 25.1. Continue reading "EDGAR Release 25.1" »

The SEC has announced that the Federal Reserve Bank Fedwire Funds service has rescheduled the single-day transition to the ISO 20022 message format from March 10, 2025 to July 14, 2025. The current Fedwire Application Interface Manual (FAIM) format now has a sunset date of July 13, 2025. The Fedwire payment instructions for filing fee registrants will be updated on sec.gov when the new format is launched. Continue reading "SEC Postpones Launch Date for New Filing Fee..." »

The SEC is reminding filers that on March 24, 2025, the new EDGAR Filer Management dashboard will go live. In September 2024, the SEC adopted rule and form amendments to EDGAR filer access and account management (EDGAR Next). EDGAR Next is designed to enhance the security of EDGAR, improve filers’ ability to manage their EDGAR accounts, and modernize connections to EDGAR. Continue reading "SEC Provides Filers with Resources to Prepare..." »

The SEC has released its draft of the EDGAR® Filer Manual, Volume II: “EDGAR Filing” (Version 73) to prepare issuers for potential updates to the EDGAR system scheduled to be introduced in EDGAR Release 25.1 on March 17, 2025. The SEC also issues this draft of the EDGAR Filer Manual seeking feedback from the filing community. Continue reading "SEC Publishes Current Draft for EDGAR Filer Manual" »

The SEC will be closed Monday, February 17th in observance of Presidents’ Day/Washington’s Birthday. The EDGAR System will not receive, process, or accept filings on this day. Filings with a due date of February 17th will be due the following business day, Tuesday, February 18th. The FERC will also be closed in observance of the federal holiday. eForms will accept filings submitted on February 17th. {expires: 2025-02-18} Continue reading "Presidents’ Day" »

On February 7th, the SEC provided a temporary exemption from both compliance with Rule 13f-2 under the Securities Exchange Act and reporting on Form SHO. As a result of the exemption, filings on initial Form SHO reports from institutional investment managers that meet or exceed certain specified thresholds will be due by February 17, 2026, for the January 2026 reporting period. The effective date for Rule 13f-2 and Form SHO was January 2, 2024, and the compliance date for the rule and form was January 2, 2025, with initial Form SHO filings originally due by February 14, 2025. Continue reading "SEC Announces Exemption From Exchange Act Rule..." »

XBRL US will host a webinar to prepare filers to use the SEC’s new EDGAR Filer Management dashboard that will go live on March 24, 2025. The session will feature an overview of important deadlines, a “prep for enrollment” checklist, and technical demonstrations of both the bulk and manual enrollment process. The event will take place on Wednesday, March 5, 2025 at 1:00 p.m. (ET). {expires: 2025-03-06} Continue reading "XBRL US to Host Webinar to Promote Readiness..." »

On February 7th, the SEC announced that the Federal Reserve Financial Services (FRFS) will adopt the ISO 20022 message format for the Fedwire Funds Service on March 10, 2025 in a single-day launch. The current Fedwire Application Interface Manual (FAIM) format has a sunset date of March 9, 2025. The Fedwire payment instructions for filing fee registrants will be updated on the SEC’s website once the new format is live. Continue reading "Federal Reserve Financial Services to Adopt New..." »

On February 3rd, the EDGAR system was upgraded with interim release 25.0.1, and it now supports the 2024q3 version of the Fund (FND) taxonomy. The 2024q3 version of the FND taxonomy will now include the requisite update for compatibility with the 2024q3 version of the Open-End Fund (OEF) taxonomy enabling filers to use both taxonomies in one filing, and provide the elements for tagging disclosures related to the SEC’s rulemaking regarding enhanced prospectus disclosure requirements for terminology used in fund names. Continue reading "SEC Announces Interim Release 25.0.1 for EDGAR..." »