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https://www.novaworkssoftware.com/260 pages [+9740 in 4 subfolders]
- blog/1 page [+7277 in 4 subfolders]
- - Novaworks Weblog
    Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
- - archives/1,394 pages [+5414 in 13 subfolders]
  - - SEC, FinCEN Propose Customer Identification Program Requirements for RIAs and ERAs - Novaworks Weblog
      The SEC and FinCEN have proposed new rulemaking under which SEC-registered investment advisers and exempt reporting advisers would be required to establish, document, and maintain written customer identification programs.
    - Novaworks Offers Webinar: Exploring the Impact of Data Transparency on Municipal Reporting - Novaworks Weblog
      Novaworks will host a free webinar geared toward investors, state and local governments and other market participants to delve into the changes that are coming with the Financial Data Transparency Act (FDTA)
    - SEC Staff Issues New Report of Registered Fund Statistics - Novaworks Weblog
      The SEC has released a new report of Registered Fund Statistics, based on compiled data reported on Form N-PORT by funds registered with the SEC.
    - SEC Issues Risk Alert Regarding Advisers Act Marketing Rule Compliance - Novaworks Weblog
      The SEC’s Division of Examinations has released a Risk Alert, sharing initial observations from examinations of investment advisers’ compliance with the Marketing Rule.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The Federal Energy Regulatory Commission’s (FERC) staff will hold its monthly open meeting via webcast on ferc.gov on Monday, May 13, 2024, at 11:00 a.m. ET
    - XBRL US Opens Registration for GovFin 2024: Municipal Reporting - Novaworks Weblog
      XBRL US and PwC will discuss how the Financial Data Transparency Act can improve municipal bond issuer reporting during GovFin 2024 on July 19 and 20, 2024.
    - New Release (5.22b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.22b of all applications in the GoFiler Suite has been released.
    - SEC to Hold Second Annual Conference on Emerging Trends in Asset Management - Novaworks Weblog
      SEC’s Division of Investment Management to hold annual “Conference on Emerging Trends in Asset Management”, which will bring together academics and asset management industry participants and regulators
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting via webcast on ferc.gov on April 25, 2024.
    - SEC Issues Second Fee Rate Advisory for Fiscal Year 2024 - Novaworks Weblog
      SEC announced that, effective May 22, 2024, fee rates applicable to most securities transactions will be set at $27.80 per million dollars.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on April 16th from 4:00 p.m. to 6:00 p.m. ET as it is updated to version 2.3a.
    - What You Need to Know About the FDTA - Novaworks Weblog
      Novaworks has published a Financial Data Transparency Act fact sheet to help filers understand the new legislation.
    - XBRL US Announces Webinar: SEC Rule – Tailored Shareholder Reports for Mutual Funds and ETFs - Novaworks Weblog
      XBRL US will discuss the XBRL requirements pertaining to the SEC’s final rule for Tailored Shareholder Reports on May 15, 2024.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will discuss matters concerning rules and regulations affecting small and emerging businesses on May 6, 2024.
    - SEC to Hold 43rd Annual Small Business Forum - Novaworks Weblog
      The SEC’s Office of the Advocate for Small Business Capital Formation is hosting the 43rd Annual Forum on Small Business Capital Formation April 16-18, 2024.
    - Novaworks Weblog
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - SEC Delays Effective Date for Rule Related to Climate-Related Disclosures for Investors - Novaworks Weblog
      The SEC has delayed the effective date of rules adopted to require domestic and foreign registrants to include specific climate-related data in their annual reports and registration statements.
    - SEC Adopts Amendments to Internet Advisers Exemption Rule - Novaworks Weblog
      The SEC has adopted amendments to the “internet adviser exemption” rule and accompanying changes to Form ADV.
    - SEC Adopts New Rule Concerning Daily Market Data Report Requirements - Novaworks Weblog
      The SEC has adopted new Regulation SE, under which registered SBSEFs are required to publish Daily Market Data Reports (DMDR) on their websites using a custom XML schema and PDF renderer.
    - SEC Adopts New Rule Regarding Security-Based Swap Execution Facilities - Novaworks Weblog
      The SEC has adopted new Regulation SE that creates a regime for the registration and regulation of security-based swap execution facilities (SBSEFs).
    - SEC Reminds Filers to Confirm Accurate Internal Links in EDGAR Filings - Novaworks Weblog
      The SEC reminds filers to confirm that internal links in their EDGAR filings are working properly before submitting the filings on the EDGAR system.
    - Updated: EDGAR Technical Difficulties with Some iXBRL Filings - Novaworks Weblog
      The SEC has updated the EDGAR system to resolve technical issues with some iXBRL filings.
    - SEC Issues 2024 XBRL Taxonomies Update - Novaworks Weblog
      The SEC has upgraded the EDGAR system to Release 24.1, which supports the 2024 XBRL reporting taxonomies.
    - New Release (5.22a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.22a of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 24.1.
    - SEC Releases EDGAR 24.1 - Novaworks Weblog
      The SEC has released EDGAR 24.1, which includes the 2024 versions of many XBRL taxonomies as well as new Form 17AD-27.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will meet to discuss matters related to administrative, electric, gas, hydro, and certificates on March 21, 2024.
    - SEC Overview of Rules to Enhance and Standardize Climate-Related Disclosures Now Available for Viewing - Novaworks Weblog
      The SEC has provided a free video regarding the newly adopted rules intended to enhance and standardize climate-related disclosures.
    - SEC Adopts Amendments to Increase Transparency Requirements for Order Execution Information - Novaworks Weblog
      The SEC has adopted amendments to the disclosure requirements of Rule 605 of Regulation NMS for executions in national market system stocks.
    - SEC Staff Reviews Cash Flow Statement Data Element Presentation - Novaworks Weblog
      SEC Division Economic Risk Analysis reviewed Forms 10-Q 10-K filed in 2023 to determine whether filers’ cash flow statement data element presentation structure is organized correctly
    - SEC Approves Amendments to Enhance and Standardize Climate-Related Disclosures for Investors - Novaworks Weblog
      The SEC has adopted amendments that make it mandatory for domestic and foreign registrants to include specific climate-related data in their annual reports and registration statements.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC announced that will incorporate the XBRL changes required under Order No. 898 into its 2024 annual XBRL update cycle.
    - SEC’s Division of Trading and Markets to Discuss Climate Disclosures - Novaworks Weblog
      The SEC’s Division of Trading and Markets will discuss climate-related disclosures for investors on March 6, 2024.
    - SEC Revises Ethics Rules Governing Securities Trading by Agency Employees - Novaworks Weblog
      The SEC, in conjunction with the Office of Government Ethics, has adopted amendments to its ethics rules for its employees.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will discuss the SEC's proposals to improve equity market structure and the use of materiality as a disclosure standard on March 7, 2024.
    - SEC Overview of New SPACs Rules Available for Viewing - Novaworks Weblog
      The SEC has released an informational video to help interested parties learn more about new rules concerning special purpose acquisition companies.
    - SEC Reminds Filers to Confirm Accurate Internal Links in EDGAR Filings - Novaworks Weblog
      The SEC has reminded filers to confirm that internal links in their EDGAR filings are working properly before to submitting the filings on EDGAR.
    - SEC’s Staff to Discuss Accredited Investor Definition and IPOs - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will meet to discuss the accredited investor definition and IPOs on February 27, 2024.
    - SEC Proposes to Revise Definition of Qualifying Venture Capital Funds - Novaworks Weblog
      The SEC has proposed to update the dollar threshold for a fund to qualify as a “qualifying venture capital fund”.
    - SEC Provides Guidance on Inline XBRL Filing Fee Exhibit - Novaworks Weblog
      The SEC has released guidance on how to prepare and submit Inline XBRL filing fee exhibits to EDGAR. GoFiler already provides a filing fee disclosure preparation tool.
    - President’s Day - Novaworks Weblog
      The SEC will be closed Monday, February 19th in observance of President’s Day/Washington’s Birthday. The EDGAR System will not receive, process, or accept filings on this day.
    - New Release (5.21b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.21b of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 24.0.2.
    - SEC Approves Amendments to Enhance Private Fund Reporting - Novaworks Weblog
      The SEC and the Commodity Futures Trading Commission have adopted amendments to Form PF designed to modernize reporting requirements for all filers and large hedge fund advisers.
    - SEC Approves New Rules to Include Certain Significant Market Participants as “Dealers” or “Government Securities Dealers” - Novaworks Weblog
      The SEC has adopted rules to further define the phrase “as a part of a regular business” as used in the statutory definitions of “dealer” and “government securities dealer”.
    - SEC Announces EDGAR Release 24.0.2 - Novaworks Weblog
      EDGAR Release 24.0.2 implements changes to filing cut-off times for Schedules 13D and 13G and introduces changes to Form N-MFP3 and Form N-PX.
    - Issue Filing Large XBRL Reports to the EDGAR System - Novaworks Weblog
      EDGAR XBRL filers are experiencing an issue when submitting large XBRL filings to the EDGAR system. The SEC is working to resolve this problem.
    - FASB Releases Proposed Taxonomy Implementation Guides for 2024 US GAAP Financial Reporting Taxonomy - Novaworks Weblog
      The FASB has released proposed Taxonomy Implementation Guides based on the 2024 US GAAP Financial Reporting Taxonomy related to the reporting for leases and the reporting by investment companies.
    - SEC’s Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Trading and Markets will hold an open meeting to discuss the definitions of particular terms pertaining to liquidity advisors on February 6, 2024.
    - SEC Announces 2024 Filing Fee Disclosure (FFD) Taxonomy - Novaworks Weblog
      The EDGAR system was updated with interim release 24.0.1 and now supports the Filing Fee Disclosure taxonomy.
    - SEC Announces EDGAR Release 24.0.1 - Novaworks Weblog
      On January 29th, EDGAR Release 24.0.1 was implemented and includes a new element in certain XML schemas.
    - GoFiler Desktop Licensing Server Maintenance Completed - Novaworks Weblog
      The GoFiler Desktop Licensing Server will be unavailable during scheduled maintenance on January 27th, from 10:00 a.m. to 12:00 p.m. ET.
    - SEC Approves Rules to Improve Investor Protections Regarding SPACs, Shell Companies, and Projections - Novaworks Weblog
      The SEC has adopted rules designed to strengthen investor protections in initial public offerings by special purpose acquisition companies and in subsequent business combination transactions among SPACs and private operating companies.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on January 26th from 4:00 p.m. to 6:00 p.m. ET as it is updated to version 2.2a.
    - SEC Staff to Hold Open Meeting Concerning SPACs - Novaworks Weblog
      The SEC’s staff will discuss adopting new rules amendments to enhance transparency requirements and provide additional investor protections in IPOs by special purpose acquisition companies and in subsequent business combination transactions between SPACs and target companies on January 24, 2024..
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The Federal Energy Regulatory Commission’s (FERC) staff will hold its monthly open meeting on January 18, 2024.
    - Birthday of Martin Luther King, Jr. - Novaworks Weblog
      The SEC and the FERC will be closed Monday, January 15th in observance of Martin Luther King, Jr.’s birthday. The EDGAR System will not receive, process, or accept filings on this day
    - FASB Publishes Proposed Updates for US GAAP Financial Reporting Taxonomy Related to Debt with Conversion and Other Options - Novaworks Weblog
      The FASB has released proposed updates to the US GAAP Financial Reporting Taxonomy (GRT) related to a proposed Accounting Standards Update (ASU) on Debt with Conversion and Other Options.
    - FERC Announces Latest eForms Refresh with 2024 Taxonomies - Novaworks Weblog
      The FERC has updated the eForms system with draft Version 2024-01-01 of its XBRL taxonomies, validation rules, and rendering files.
    - New Year’s Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed Monday, January 1, 2024, in observation of the New Year holiday.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on December 29th from 1:00 p.m. to 3:00 p.m. ET as it is updated to version 2.1a.
    - SEC Staff Releases Report on Accredited Investor Definition - Novaworks Weblog
      The SEC’s Divisions of Corporation Finance and Economic and Risk Analysis have prepared and issued a report in connection with the review of the accredited investor definition.
    - Christmas Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed Monday, December 25th. Novaworks will also be closed in observance of Christmas.
    - SEC’s Small Business Advocacy Office Issues Report to Congress on Capital Raising - Novaworks Weblog
      The SEC’s Office of the Advocate for Small Business Capital Formation issued its 2023 Annual Report, which details how entrepreneurs and investors are building companies together.
    - SEC Approves PCAOB Budget and Accounting Support Fee for 2024 - Novaworks Weblog
      The SEC has approved the 2024 budget of the Public Company Accounting Oversight Board (PCAOB) and the related annual accounting support fee.
    - SEC Office of the Investor Advocate Publishes Policy Recommendations on Mandatory Arbitration and Registered Index-Linked Annuities Research - Novaworks Weblog
      The SEC’s Office of the Investor Advocate issued its Report on Activities for the fiscal year 2023 to Congress.
    - GoFiler Desktop Licensing Server Maintenance Completed - Novaworks Weblog
      The GoFiler Desktop Licensing Server will be unavailable during scheduled maintenance on January 27th, from 10:00 a.m. to 12:00 p.m. ET.
    - XBRL US Webinar: FDTA Impact on Municipal Bond Investors - Novaworks Weblog
      XBRL US will hold a webinar to discuss the impact of the Financial Data Transparency Act (FDTA) on Municipal Bond Investors on January 17, 2024.
    - New Release (5.21a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.21a of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 23.4.
    - SEC Releases Draft 2024 Self-Regulatory Organizations (SRO) Taxonomy - Novaworks Weblog
      The SEC has released a draft of the 2024 Self-Regulatory Organizations (SRO) XBRL taxonomy.
    - Reminder: EDGAR Filing Fee Beta Ending Soon - Novaworks Weblog
      The SEC will close the EDGAR Filing Fee Beta on December 22, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting on December 19. 2023.
    - Update Regarding SEC’s Share Repurchase Disclosure Modernization Rule - Novaworks Weblog
      The US Court of Appeals for the Fifth Circuit has issued an opinion in Chamber of Commerce USA v. SEC, in which petitioners challenge the Share Repurchase Disclosure Modernization rule.
    - SEC Staff to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Trading and Markets and the Office of the Chief Accountant will hold an open meeting December 13, 2023.
    - SEC Adopts Rule to Prohibit Conflicts of Interest in Certain Securitizations - Novaworks Weblog
      The SEC adopted a rule to prohibit securitization participants from engaging in any transaction that would involve or result in certain material conflicts of interest.
    - SEC Issues Interactive Data Test Suite Update - Novaworks Weblog
      The SEC announced that the Interactive Data Test Suite has been updated.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will hold an open meeting via webcast on sec.gov on December 7, 2023.
    - SEC Approves Rules to Enhance Clearing Agency Governance and Reduce Conflicts of Interest - Novaworks Weblog
      The SEC has adopted rules to improve the governance of SEC-registered clearing agencies by mitigating conflicts of interest that may influence the board of directors or equivalent governing body.
    - SEC, MSRB, FINRA to Co-Sponsor Compliance Outreach for Municipal Market Professionals - Novaworks Weblog
      The SEC, the MSRB, and FINRA will host a Compliance Outreach Program on December 7, 2023.
    - Thanksgiving - Novaworks Weblog
      SEC and the FERC will be closed Thursday, November 23rd in observance of Thanksgiving. The EDGAR System will not receive, process or accept filings on this day
    - GoFiler Online Update - Novaworks Weblog
      GoFiler Online will be updated to version 2.11b on November 22, 2023.
    - New Release (5.20c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.20b of all applications in the GoFiler Suite has been released. This includes support for the FFD and FND Taxonomies.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC has released a new Form 1 XBRL taxonomy and related codesets, effective for fourth quarter filings for 2023.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will meet to address matters concerning rules and regulations affecting small and emerging businesses on November 29, 2023.
    - SEC Releases 2024 Peak Filing Volume Dates for EDGAR Filings - Novaworks Weblog
      The SEC has published the 2024 Peak Filing Volume Dates for EDGAR filings.
    - SEC Releases Enforcement Results for Fiscal Year 2023 - Novaworks Weblog
      The SEC’s Division of Enforcement announced that in fiscal year 2023 it saw a number of significant enforcement actions that furthered its attempt both to protect investors and promote market integrity.
    - FASB Issues Improvements for 2024 US GAAP Reference Project - Novaworks Weblog
      The FASB has released proposed improvements for references in the 2024 US GAAP Financial Reporting Taxonomy and the related release notes for public comments.
    - SEC Introduces New Intake System for Rule 14a-8 Submissions and Related Correspondence - Novaworks Weblog
      The SEC’s Division of Corporation Finance has implemented an intake system for Rule 14a-8 submissions and related correspondence.
    - SEC Releases Findings from Evaluation of Filers’ Use of Labels for the Same Reported Item on the Income Statement over Multiple Periods - Novaworks Weblog
      The SEC’s Division of Economic Risk Analysis (DERA) has assessed how filers label the elements used in tagging reported items on the income statement over multiple periods.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC staff will hold the commission's monthly open meeting on November 16, 2023.
    - Veterans Day - Novaworks Weblog
      The SEC will be closed Friday, November 10th, in observance of Veterans Day. The EDGAR System will not receive, process, or accept filings on this day.
    - SEC Approves Rules to Reform Registration and Regulation of Security-Based Swap Execution Facilities - Novaworks Weblog
      The SEC has adopted Regulation SE under the Securities Exchange Act, which establishes the process for an entity to register with the SEC as a security-based swap execution facility and introduces a new form required for registration.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on October 27th from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 2.0b.
    - SEC’s Division of Examinations Publishes Fiscal Year 2024 Priorities - Novaworks Weblog
      The SEC's Division of Examinations has published its 2024 priorities, which details a risk-based approach, including possible risks to the integrity of the US capital markets and investors.
    - FERC Proposes Revisions to the Filing Process and Data Collection for the Electric Quarterly Report - Novaworks Weblog
      The FERC has proposed new EQR system based on the eXtensible Business Reporting Language-Comma-Separated Values (XBRL-CSV) standard.
    - New Release (5.20b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.20b of all applications in the GoFiler Suite has been released. This includes support for the EDGAR Next Beta.
    - SEC Announces Rule Proposal to Address Volume-Based Exchange Transaction Pricing for NMS Stocks - Novaworks Weblog
      The SEC has proposed Rule 6b-1 to limit national securities exchanges from offering volume-based transaction pricing.
    - SEC Adopts Rule to Enhance Short Sale Disclosure, Amends CAT NMS Plan for Short Sale Data Collection - Novaworks Weblog
      The SEC has adopted Rule 13f-2, Form SHO, and amendments to the national market system plan to enhance disclosures for short sale-related data.
    - SEC Approves Rule to Enhance Disclosures in the Securities Lending Market - Novaworks Weblog
      The SEC has adopted rules to enhance disclosure requirements related to and improve the efficacy of the securities lending market.
    - SEC Issues Draft 2023 Fund (FND) Taxonomy - Novaworks Weblog
      The SEC has released a draft version of the Fund (FND) Taxonomy that includes elements required for tagging fund name disclosures.
    - SEC’s Division of Trading and Markets to Discuss Volume-Based Exchange Transaction Pricing for NMS Stocks - Novaworks Weblog
      The SEC’s Division of Trading and Markets will hold an open meeting to discuss volume-based exchange transaction pricing for NMS stocks on October 18, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss administrative, electric, gas, hydro, and certificates matters on October 19, 2023.
    - SEC Approves Amendments to Rules Governing Beneficial Ownership Reporting - Novaworks Weblog
      The SEC has approveed final rules and guidance intended to enhance disclosure requirements for beneficial ownership reporting.
    - SEC’s Division of Trading and Markets to Discuss Reporting of Securities Loans and Short Position and Activity Reporting - Novaworks Weblog
      The SEC’s Division of Trading and Markets will hold a meeting to discuss the reporting of securities loans and short position and activity reporting.
    - FASB Publishes Technical and Other Improvements for 2024 US GAAP Taxonomy - Novaworks Weblog
      The FASB has proposed technical and conforming improvements for the 2024 US GAAP Financial Reporting Taxonomy.
    - SEC and FERC Closed October 9th - Novaworks Weblog
      The SEC and the FERC will be closed Monday, October 9th in observance of Columbus Day. The EDGAR System will not receive, process or accept filings on this day.
    - SEC Proposes Tailored Registration Form for Offerings of Registered Index-Linked Annuities - Novaworks Weblog
      The SEC has proposed amendments that would update the offering process and create customized disclosure requirements for registered index-linked annuities (RILAs).
    - SEC Updates Filing Fee Beta Opening Date - Novaworks Weblog
      SEC has announced that the EDGAR Filing Fee Beta will open on Wednesday, October 4, 2023, instead of Monday, October 2, 2023, as previously scheduled
    - SEC Hosts World Investor Week 2023 Centered on Due Diligence - Novaworks Weblog
      The SEC will help host World Investor Week 2023, which will focus on investors taking time to do due diligence to avoid fraud and to make better informed investment decisions.
    - SEC’s Division of Corporation Finance Provides Guidance in Advance of a Possible Government Shutdown - Novaworks Weblog
      In the event of a government shutdown, SEC's Division of Corporation Finance alerted the public on September 27, 2023 that it will be unable to accelerate registration statements effectiveness or qualify Form 1-A offering statements.
    - SEC Guides Registrants Concerning Pending Registration Statements and Offering Statements During Potential Government Shutdown - Novaworks Weblog
      In the event of government shutdown, SEC's Division Corporation Finance will be unable to accelerate registration statements effectiveness or qualify Form 1-A offering statements.
    - SEC Adopts Revised Privacy Act Rule - Novaworks Weblog
      The SEC has approved revisions to the current regulation under the Privacy Act of 1974, the primary law that oversees how personal information is treated within the federal government.
    - SEC Adopts Rule Improvements to Inhibit the Use of Misleading Investment Fund Names - Novaworks Weblog
      The SEC has adopted amendments to the Fund Names Rule to address certain broad categories of investment company names that may mislead investors about an investment company's investments and risks.
    - Update: Notice Regarding the GoFiler Complete Update Utility - Novaworks Weblog
      Users may now download a fix for the issue introduced in the GoFiler Update Utility from the last release.
    - SEC Revises PAUSE List of Firms Using Misleading Information to Solicit Investors - Novaworks Weblog
      The SEC has revised its list of unregistered entities using inaccurate data, adding 29 soliciting entities, three impersonators of real firms, and one bogus regulator.
    - EDGAR Upgraded to Support 2023 Share Repurchase (SHR) Taxonomy - Novaworks Weblog
      EDGAR was updated to Release 23.3 and now supports Share Repurchase SHR taxonomy which allows for tagging disclosures associated with share repurchase disclosure modernization.
    - New Release (5.20a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.20a of all applications in the GoFiler Suite has been released.
    - EDGAR Release 23.3 - Novaworks Weblog
      The SEC has released EDGAR Version 23.3 with a new XML form and a new XBRL reporting taxonomy.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will discuss Exempt Offerings under Regulation D, accredited investors, swing pricing, and other topics on September 21, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss matters related to electric, gas, hydro, and certificates on September 21, 2023.
    - SEC’s EDGAR Business Office to Present Demo on EDGAR Next Beta - Novaworks Weblog
      The SEC’s EDGAR Business Office will provide an overview of EDGAR Next in an open webinar on September 19, 2023.
    - SEC Announces Interactive Data Test Suite Update, Solicits Feedback - Novaworks Weblog
      The SEC has released an Interactive Data Test Suite Update, which aids filers in validating interactive data prior to submission to EDGAR.
    - SEC Publishes Rule Proposal to Enhance EDGAR Filer Access and Account Management, Announces Beta Testing - Novaworks Weblog
      The SEC has proposed amendments to improve filer access and account management on the EDGAR System.
    - SEC’s Division of Investment Management to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Investment Management will discuss potentially misleading investments risk disclosures on September 20th.
    - SEC Publishes Sample Letter to Companies Regarding XBRL Disclosures - Novaworks Weblog
      The SEC has released a sample letter indicating the types of comments it may send to filers regarding their XBRL disclosures.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will meet to discuss rules and regulations affecting small and emerging businesses and investors on September 19, 2023.
    - Enhanced Reporting of Proxy Votes Form N-PX - Novaworks Weblog
      Novaworks has released a fact sheet concerning the upcoming changes to the format and information disclosed on Form N-PX.
    - Form N-PX Now Available on GoFiler Online - Novaworks Weblog
      GoFiler Online has been updated to Version 2.10a, which includes the new XML version of Form N-PX.
    - FASB Publishes Technical and Other Improvements for 2024 SEC Reporting Taxonomy - Novaworks Weblog
      The FASB has released proposed technical and conforming enhancements for the 2024 SEC XBRL Reporting Taxonomy and the related release notes.
    - Update: Notice Regarding the GoFiler Complete Update Utility - Novaworks Weblog
      Users may now download a fix for the issue introduced in the GoFiler Update Utility from the last release.
    - SEC Publishes 2024 Draft Taxonomies - Novaworks Weblog
      The SEC has released drafts of the 2024 updates its to reporting taxonomies, including updates within the annual review and update process for all SEC taxonomies accepted in the EDGAR system.
    - SEC Adopts Funding Amendment to National Market System Plan Governing the Consolidated Audit Trail - Novaworks Weblog
      The SEC has voted to approve an amendment to the National Market System Plan (NMS Plan) that regulates the Consolidated Audit Trail (CAT).
    - SEC Reopens Comment Period for Proposed Safeguarding Rule - Novaworks Weblog
      The SEC has reopened the comment period for their proposal, Safeguarding Advisory Client Assets, which would improve protections of customer assets managed by registered investment advisers.
    - SEC Directs Equity Exchanges and FINRA to Enhance Regulation of Market Data Plans - Novaworks Weblog
      The SEC has released an amended order directing the exchanges and FINRA to file a national market system plan.
    - SEC Provides Filers Opportunity to Participate in EDGAR Filing Fee Beta - Novaworks Weblog
      The SEC staff has announced its upcoming EDGAR Filing Fee Beta period, which will be open from October 2, 2023 through December 22, 2023.
    - Labor Day - Novaworks Weblog
      The SEC will be closed Monday, September 4th in observance of Labor Day, and will not receive, process or accept filings on this day
    - Novaworks Weblog - Archives
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - SEC Publishes Current Draft for EDGAR Filer Manual for Comment - Novaworks Weblog
      The SEC has released its draft of the EDGAR Filer Manual, Volume II: “EDGAR Filing” (Version 67) scheduled to be implemented in EDGAR Release 23.3 on September 18, 2023.
    - SEC’s Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC's Division of Trading and Markets will discuss matters related to the Joint Industry Plan: Amendment to the National Market System Plan Governing the Consolidated Audit Trail on September 6, 2023.
    - SEC Issues First Fee Rate Advisory for Fiscal Year 2024 - Novaworks Weblog
      The SEC has issued its first Fee Rate Advisory for Fiscal Year 2024, announcing the fees that public companies and other issuers pay to register their securities with the SEC.
    - SEC Amends Rules Regarding Exemption From National Securities Association Membership - Novaworks Weblog
      The SEC has adopted rule amendments to an exemption from Section 15(b)(8) of the Exchange Act regarding broker-dealer national securities association membership..
    - Novaworks’ Webinar on Filing Form 6Q to the FERC with XBRLworks Now Available for Viewing - Novaworks Weblog
      Novaworks’ webinar on filing Form 6Q to the FERC in XBRL format is now available for viewing.
    - New Release (5.19c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.19c of all applications in the GoFiler Suite has been released.
    - SEC’s Division of Investment Management and Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC will hold an open meeting via webcast August 23 that will focus on private fund and investment advisor compliance.
    - SEC Issues Findings on Tagging Allowance for Credit Loss Write-Offs and Credit Quality Indicator in Notes to the Financial Statements - Novaworks Weblog
      DERA has concluded its assessment of the way filers are tagging write-offs for their credit quality indicator disclosures in their Form 10-K and has issued guidance.
    - FASB Issues Proposed ASU to Enhance Income Statement Expenses Disclosures - Novaworks Weblog
      The FASB has proposed an ASU to require public companies to provide disclosures about that company’s expenses that would help investors make informed decisions concerning investments.
    - SEC Proposes Reforms to Mitigate Risks to Investors From Conflicts of Interest Related to the Use of Predictive Data Analytics by Firms - Novaworks Weblog
      The SEC has proposed rule amendments to reduce conflicts of interest for firms that interact with investors using a covered technology that optimizes investment-related outcomes.
    - SEC Adopts Rules on Public Company Cybersecurity Disclosures - Novaworks Weblog
      The SEC has adopted amendments to standardize disclosures for cybersecurity risk management, strategy, governance, incidents by public companies.
    - SEC Proposes Internet Adviser Registration Reforms - Novaworks Weblog
      The SEC has proposed amendments to the rule that allows certain investment advisers that provide investment advisory services through the internet to register with the SEC.
    - FERC, NERC to Host Joint Physical Security Technical Conference - Novaworks Weblog
      The FERC and NERC will discuss the physical security of the Bulk-Power System on August 10, 2023.
    - XBRL US Opens Registration for GovFin 2023: Empowering Governments, Modernizing Reporting - Novaworks Weblog
      XBRL US will host a conference to discuss the passage of legislation related to the Financial Data Transparency Act and Grants Reporting Efficiency and Transparency Act
    - SEC Issues Draft 2023 Share Repurchase (SHR) Taxonomy - Novaworks Weblog
      The SEC has released a draft version of the SHR taxonomy and accompanying taxonomy guide, the files for which are available on the SEC’s Taxonomies webpage.
    - SEC Approves Amendments to Modernize Share Repurchase Disclosure - Novaworks Weblog
      The SEC has adopted rule amendments that modernize and improve disclosure about repurchases of an issuer’s equity securities that are registered under the Securities Exchange Act of 1934.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC staff will hold its monthly open meeting via webcast on ferc.gov on July 27, 2023.
    - EDGAR Release 23.2.1 - Novaworks Weblog
      The SEC has updated SEC.gov stylesheets for Forms 4 and 5, which were implemented with EDGAR Release 23.2.1
    - SEC Staff Issues First Semi-Annual Report to Congress on Use of Machine-Readable Data - Novaworks Weblog
      The SEC has issued its first semi-annual report to Congress concerning the public and internal use of machine-readable data for corporate disclosures.
    - New Release (5.19b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.19b of all applications in the GoFiler Suite has been released.
    - SEC Proposes Amendments to the Broker-Dealer Customer Protection Rule, Solicits Comment - Novaworks Weblog
      The SEC has proposed rules that would amend and enhance Rule 15c3-3, which protects a customer’s cash and securities held at a carrying broker-dealer.
    - SEC Approves Money Market Fund Reforms and Amendments to Forms PF and N-CR - Novaworks Weblog
      The SEC is amending rules that govern money market funds under the Investment Company Act of 1940, including updating Form N-CR to use XML.
    - SEC Submits Report to Congress on Public and Internal Use of Machine-Readable Data for Corporate Disclosures - Novaworks Weblog
      The SEC has published its first required semi-annual report to Congress regarding public and internal use of machine-readable data for corporate disclosures.
    - SEC to Hold Open Meeting on Money Market Fund Reform and Broker-Dealer Reserve Requirements - Novaworks Weblog
      The SEC will discuss money market fund reform and broker-dealer reserve requirements during an open meeting on July 12, 2023.
    - Novaworks to Host Free Webinar on Filing Form 6-Q to the FERC in XBRL Format - Novaworks Weblog
      Novaworks will host a free webinar to show filers XBRLworks, a simple, fast, and cost-effective way to prepare submit Form 6Q to the FERC in the required XBRL format.
    - Independence Day - Novaworks Weblog
      The SEC and the FERC will be closed Tuesday, July 4th in observance of Independence Day.
    - SEC Offers Guidance Regarding Correct Usage of Operating Activities Presentation Child Elements Tags for Investing Activities and Financing Activities as Presentation Parent Elements - Novaworks Weblog
      The SEC's Division of Economic Risk Analysis has observed filers using tags for accrual items for operating activities as presentation child elements of certain Forms 10-K and 10-Q.
    - FASB Staff Issues Proposed GAAP Taxonomy Improvements for a Proposed ASU to Enhance the Accounting for Purchased Financial Assets - Novaworks Weblog
      FASB has published GAAP Taxonomy Improvements for a proposed ASU, which addresses stakeholder concerns regarding comparability and complexity related to purchased financial assets
    - XBRL US Staff to Host Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ DQC will hold a webinar to discuss plans to implement guidance for public companies complying with the SEC’s XBRL requirements on July 6, 2023.
    - SEC to Reopen Comment Period for Position Reporting of Large Security-Based Swap Positions - Novaworks Weblog
      The SEC has reopened the comment period for its proposal concerning reporting for large security-based swap positions.
    - SEC Issues June 2023 XBRL Taxonomies Update - Novaworks Weblog
      The SEC updated the EDGAR system to Release 23.2, and the system now supports multiple new XBRL reporting taxonomies.
    - Interim Release of GoFiler (5.19a Patch A) - Novaworks Weblog
      Patch A has been released for Version 5.19a of the GoFiler Suite, addressing issues with DEI 2022 that affects IFRS 2023, US GAAP 2023, RXP, and OEF.
    - New Release (5.19a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.19a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 23.2.
    - SEC Announces EDGAR BETA Testing for Filing Fee Modernization Rule - Novaworks Weblog
      The SEC has announced an EDGAR Filing Fee Beta that will allow filers and filing agents to test the technical and structured data components of the Filing Fee Disclosure and Payment Methods Modernization rule.
    - FERC Adopts Credit Risk Management Rule - Novaworks Weblog
      The FERC has approved a final rule intended to enhance credit risk management throughout the organized wholesale electric power markets.
    - Juneteenth - Novaworks Weblog
      The SEC and the FERC will be closed Monday, June 19th in observance of Freedom Day.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced that a virtual Investor Advisory Committee meeting will take place on June 22, 2023.
    - SEC Approves Amendments to Remove References to Credit Ratings From Regulation M - Novaworks Weblog
      SEC is adopting rule amendments to Regulation M, under which, the SEC is required to replace references to credit ratings with alternative standards of creditworthiness
    - Congressional Subcommittee on Energy, Climate, and Grid Security to Hold Public Hearing - Novaworks Weblog
      The FERC commissioners will participate in a hearing held by the Subcommittee on Energy, Climate, and Grid Security on June 13, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss administrative, electric, gas, hydro, and certificates on June 15, 2023.
    - SEC Approves Rules to Prevent Fraud Related to Security-Based Swaps Transactions and Prevent Undue Influence Over CCOs - Novaworks Weblog
      SEC announced that it is adopting new Rule 9j-1, pursuant to Securities Exchange Act of 1934 (Exchange Act), which is designed to prevent fraud in a security-based swap
    - SEC Announces Form N-CEN Data Sets Available for Download - Novaworks Weblog
      The SEC announced that Form N-CEN Data Sets are now available for download.
    - SEC Staff to Hold Webinar: Compliance Matters - Novaworks Weblog
      The SEC’s Atlanta Regional Office and the Division of Examinations will host a compliance outreach event to discuss compliance for registered investment advisers on June 14, 2023.
    - SEC’s Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC's Division of Trading and Markets will discuss fraud regarding security-based swaps, Regulation M, amending the National Market System Plan Governing the Consolidated Audit Trail on June 7.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on August 26th from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 1.2a.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on May 20th from 4:00 p.m. to 7:00 p.m. ET as it is updated to version 1.1d.
    - SEC Revises Notification for EDGAR Cipher Update - Novaworks Weblog
      The SEC will update the ciphers it supports in its Transport Layer Security (TLS) cryptographic protocol on January 17, 2022.
    - LDC #170: Adding Dot Fill Leaders With Embedded Images - Novaworks Weblog
      Use Legato and embedded images to simulate a dot fill leader in an HTML table.
    - LDC #169: Adding New Functionality To Older Scripts - Novaworks Weblog
      Modify an existing script to give it new functionality, discussing why you do not need to know exactly how a script works to add to it.
    - LDC #48: Improved Align Outline Text Function - Novaworks Weblog
      An improved version of the Align Outline Text script, looks for patterns in the paragraph to find lead-in blocks and wrap them in font tags.
    - LDC #168: Reading JSON with Legato - Novaworks Weblog
      A discussion of the new JSON functions, that have been added in the latest release, and how they can be used to add JSON support to your next script.
    - LDC #167: A Quick Web Link Builder Part II - Novaworks Weblog
      Using Legato to gather and edit links and build accurate citations from existing websites.
    - LDC #166: Forcing a Subject Company Name Lookup For 13D/G Filings - Novaworks Weblog
      use Legato to build an automated subject company lookup script, to force GoFiler to check the name of the subject company in 13D and 13G filings.
    - LDC #165: A Quick Web Link Builder - Novaworks Weblog
      This blog describes a script that allows web links to be quickly inserted using a custom script reducing the total steps in adding external links.
    - LDC #164: Validating Project Files Have XBRL - Novaworks Weblog
      Use Legato to improve the validation functions for project files to detect XBRL files.
    - LDC #163: Tracking Time in Legato - Novaworks Weblog
      A discussion tracking elapsed time in Legato using several different techniques and the pros and cons of those techniques.
    - LDC #162: An Introduction to Quick Keys - Novaworks Weblog
      This blog provides an introduction to how quick keys are utilized in GoFiler and how they may be altered by Legato programmers.
    - LDC #161: Quickly Adding CSS Classes to an Existing HTML Document - Novaworks Weblog
      In the EDGAR world, inline CSS can be used to style documents. A quick Legato script can translate inline styles to a style sheet.
    - XBRL US Releases Taxonomy Development Handbook for Public Comment - Novaworks Weblog
      On November 19th, XBRL US released the Taxonomy Development Handbook, a comprehensive guide that directs regulators, industry experts, and businesses through building high quality data standards with XBRL, for public review.
    - LDC #160: Securing Log Files with MD5 - Novaworks Weblog
      use Legato to secure the submission logging file we discussed in a blog post a few weeks back.
    - LDC #154: Enhanced Submission Logging - Novaworks Weblog
      Use Legato to build a script to log submission status of a project file.
    - FERC Staff Releases 2023 Summer Energy Market and Electric Reliability Assessment - Novaworks Weblog
      The FERC has issued its 2023 Summer Energy Market and Electric Reliability Assessment, the report that provides the agency’s outlook for energy markets and electric reliability this season.
    - Memorial Day - Novaworks Weblog
      The SEC and the FERC will be closed Monday, May 29th in observance of Memorial Day. The EDGAR System will not receive, process or accept filings. FERC's eForms will accept filings submitted on May 29th.
    - SEC Releases New Draft ECD Taxonomy and Guide - Novaworks Weblog
      The SEC has released a draft of the Executive Compensation Disclosure (ECD) taxonomy and the corresponding taxonomy guide, which have now been updated to include the required clawback disclosures.
    - SEC Adopts Compensation Recovery Listing Standards and Disclosure Rules - Novaworks Weblog
      The SEC has adopted rules that require securities exchanges to implement new compensation recovery listing standards that would mandate issuers who list securities on these exchanges to develop and implement erroneously awarded incentive-based compensation recovery policy.
    - SEC Publishes Insider Transactions Data Sets - Novaworks Weblog
      The SEC has announced that the Insider Transactions Data Sets are now available for download on its website.
    - SEC Announces Public Availability of Form 13F Data Sets - Novaworks Weblog
      The SEC has announced that the Form 13F Data Sets are available for download.
    - SEC Provides Guidance Regarding Proper Tagging for Finance Lease Liability, Future Payments, and Excess Amount of the Future Payments Over the Finance Lease Liability - Novaworks Weblog
      The SEC’s DERA has released guidance on inappropriate tagging disclosures of finance lease liability, undiscounted future lease payments, and the excess amount of the undiscounted future lease payments over the finance lease liability.
    - SEC Advises Filers on Inappropriate Use of Custom Tags for Operating Lease Right-of-Use Asset Amortization - Novaworks Weblog
      DERA reminds filers to use GAAP taxonomy standard elements to tag data rather than create custom tags.
    - SEC Releases Trend of Custom Tag Rates in XBRL Submissions from Fiscal Years 2018 to 2020 - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis (DERA) has published trends of custom tag usage in XBRL submissions for financial reporting in accordance with International Financial Reporting Standards (IFRS) and US Generally Accepted Accounting Principles (US GAAP) from fiscal years 2018 through 2020.
    - SEC Issues Draft 2021Q4 and Draft 2022 Taxonomies Update - Novaworks Weblog
      The SEC announced that a draft 2021Q4 update and a draft 2022 update to the SEC taxonomies have been issued for the public to review and submit comments.
    - DERA Brings Attention to Incorrect Use of Continuing Operations Elements in the Statement of Cash Flows - Novaworks Weblog
      The staff of the SEC’s Division of Economic and Risk Analysis (DERA) has discovered that certain filers who report under US Generally Accepted Accounting Principles are using elements for the Statement of Cash Flows that are intended explicitly for continuing operations.
    - SEC Announces the Creation of the Security-Based Swaps Joint Venture - Novaworks Weblog
      The SEC has created a new collaborative venture called the Security-Based Swaps (SBS) Joint Venture, which joins several SEC divisions and offices and will be responsible for coordinating functions related to the regulation of security-based swaps.
    - SEC Releases Guidance on Scaling Errors in XBRL Filings - Novaworks Weblog
      The SEC has released an announcement concerning scaling errors between Entity Common Stock Shares Outstanding and Common Stock Shares Outstanding in XBRL filings advising filers that disclosures for these two elements should not differ materially without disclosed changes in capital structure..
    - SEC Creates New Office of Data Science and Innovation - Novaworks Weblog
      The SEC has announced it is creating a new office of Data Science and Innovation, which is intended to provide the SEC with expertise on data analytics, risk assessment, and structured disclosure, as part of its Division of Economic and Risk Analysis.
    - SEC Releases Observations on Form 8-K Document Period End Date - Novaworks Weblog
      The SEC’s staff of the Division of Economic and Risk Analysis has issued some information concerning Form 8-K and the Document Period End Date.
    - IFRS Trend Analysis 2019 - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis has released its analysis of custom tag usage in financial filings using the IFRS taxonomy submitted to the SEC.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will hold an open meeting via webcast on June 14, 2023.
    - SEC Releases New Draft EDGAR Filer Manual for EDGAR 23.2 - Novaworks Weblog
      The SEC has released the draft EDGAR Filer Manual to help issuers prepare for updates to EDGAR scheduled to be introduced in EDGAR Release 23.2 on June 20, 2023.
    - SEC Staff to Host Webinar: Protecting Older Americans From Financial Fraud - Novaworks Weblog
      The SEC's Boston Regional Office, the FBI, and the Consumer Financial Protection Bureau will discuss current scams and how older Americans may be better protected from fraud on June 5.
    - SEC Announces Rule Proposal and New Rule to Enhance Risk Management and Resilience of Covered Clearing Agencies - Novaworks Weblog
      The SEC has proposed rule amendments to strengthen the resilience and the recovery and wind-down plans of covered clearing agencies under the Securities Exchange Act of 1934.
    - SEC Issues 2023 XBRL Taxonomies Update - Novaworks Weblog
      The SEC has upgraded the EDGAR system to Release 23.1, which now supports the 2023 XBRL reporting taxonomies.
    - EDGAR Release 23.1 - Novaworks Weblog
      On March 20, 2023, the SEC will implement a number of updates will be implemented with EDGAR Release 23.1.
    - SEC Releases New Draft EDGAR Filer Manual for EDGAR 23.1 - Novaworks Weblog
      The SEC has released a draft EDGAR Filer Manual in preparation for the EDGAR Release 23.1 on March 20, 2023.
    - SEC Approves Final Rules to Extend Form 144 Filing Deadlines - Novaworks Weblog
      The SEC has adopted amendments extending Form 144 filing deadlines from 5:30 p.m. to 10:00 p.m. ET on SEC business days.
    - SEC Releases Annual Report on Website Modernization - Novaworks Weblog
      The SEC released its annual report on its existing websites or digital services, which suggests that EDGAR Next program may be delayed.
    - EDGAR Release 22.4.1 - Novaworks Weblog
      The SEC has announced the introduction of EDGAR Release 22.4.1, which implements updates to Form 13F.
    - SEC Announces XBRL Taxonomies Update to Release 22.4 - Novaworks Weblog
      The EDGAR system has been updated to EDGAR Release 22.4 to support the 2022Q4 version of the ECD and DEI taxonomies.
    - SEC Releases Interactive Data Test Suite Update - Novaworks Weblog
      The SEC has announced that its Interactive Data Test Suite has been updated.
    - SEC Releases 2023 Draft Taxonomies - Novaworks Weblog
      The SEC released drafts of the 2023 updates to its reporting taxonomies for public comment, including updates as part of the annual review and update process for all SEC taxonomies accepted in the EDGAR system.
    - SEC Releases 2023 Peak Filing Volume Dates for EDGAR Filings - Novaworks Weblog
      The SEC has released the peak filing schedule when it expects to receive the highest volume of EDGAR filings for 2023.
    - SEC Modernizes Fund Shareholder Reports to Promote Transparent Fee- and Expense-Related Information in Fund Advertisements - Novaworks Weblog
      The SEC has adopted amendments that will require mutual funds and exchange-traded funds registered on Form N-1A to transmit concise and visually engaging shareholder reports in a structured data format.
    - SEC Announces Form 144 Electronic Filing Compliance Date in April 2023 - Novaworks Weblog
      The SEC has announced that the compliance date for the submission of Form 144 to the EDGAR system in an electronic data format will be April 13, 2023.
    - New Release (5.18b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.18b of all applications in the GoFiler Suite has been released.
    - New Release (5.18a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.18a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 23.1.
    - New Release (5.17c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.17c of all applications in the GoFiler Suite has been released.
    - New Release (5.17b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.17b of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.4.1.
    - New Release (5.17a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.17a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.4.
    - New Release (5.16c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.16c of all applications in the GoFiler Suite has been released.
    - New Release (5.16b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.16a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.3.1.
    - New Release (5.16a) for the GoFiler Family - Novaworks Weblog
      Version 5.16a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.3.
    - New Release (5.15c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.15c of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.2.2.
    - New Release (5.15b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.15b of all applications in the GoFiler Suite has been released.
    - New Release (5.15a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.15a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.2 (June 21, 2022).
    - Comment Period Opened for Proposed Update to the IFRS Taxonomy - Novaworks Weblog
      The IASB has published Proposed Update 1 to the IFRS taxonomy, pertaining to IFRS 17 Insurance Contracts. A public comment period has begun and will end on September 18th, 2017.
    - SEC Offers Guidance on Tagging Income Statements Over Multiple Periods - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis has announced that it has concluded an analysis of how filers are tagging line items on the income statement over multiple periods.
    - XBRL US Announces Webinar: DQC Rules for BDCs and Public Companies – Rule Set 20 - Novaworks Weblog
      XBRL US' DQC published its 20th Rule Set, comprised of five proposed rules for corporate issuers and two proposed rules specific to business development companies (BDCs).
    - SEC Publishes Draft EDGAR Filer Manual (Volume II) EDGAR Filing (Version 62) - Novaworks Weblog
      The SEC has released a draft of the EDGAR Filer Manual corresponding to EDGAR 22.2, which will be released on June 21, 2022.
    - SEC Announces Removal of 2020 Taxonomies - Novaworks Weblog
      The SEC has announced that the EDGAR system will no longer support for the 2020 reporting taxonomies on June 21, 2022.
    - XBRL US to Host Webinar: DQC 17th Ruleset Public Review - Novaworks Weblog
      XBRL US will host a webinar December 2nd to discuss the 17th Ruleset released by its Data Quality Committee.
    - XBRL US DQC Releases Ruleset 17 - Novaworks Weblog
      XBRL US seeks public review and comment on seventeenth release of the Data Quality Committee (DQC) rules, focusing on the US GAAP and IFRS taxonomies.
    - SEC Issues XBRL Taxonomy Update - Novaworks Weblog
      The SEC has released a list of XBRL taxonomies currently supported by the EDGAR system and encourages filers to use the latest versions of these taxonomies in their XBRL exhibits.
    - SEC Announces EDGAR Release 21.2 - Novaworks Weblog
      The SEC has announced that it will release EDGAR 21.2 on Monday, June 21. This update will introduce multiple changes to the EDGAR filing website, as well as various changes to Form N-CEN and the introduction of the IFRS 2021 XBRL Taxonomy.
    - XBRL US DQC to Host Webinar to Discuss Newest Data Quality Rules - Novaworks Weblog
      The XBRL US Data Quality Committee will host a webinar on May 12, 2021 to discuss the recently published 15th Ruleset, which is comprised of nine rules specific to US GAAP filers and IFRS filers, as well as support by the SEC and FASB for DQC rules.
    - XBRL US DQC Releases Ruleset 15 - Novaworks Weblog
      XBRL US seeks public review and comment on fifteenth release of the Data Quality Committee (DQC) rules, which focus on supporting the US GAAP taxonomy.
    - IFRS to Proceed with Formation of International Sustainability Reporting Standards Board - Novaworks Weblog
      The International Financial Reporting Standards (IFRS) Foundation’s trustees have announced plans to continue the IFRS Foundation’s endeavor of establishing an international sustainability reporting standards board within the current administration of the foundation.
    - FASB Releases Proposal to Clarify Accounting Guidance Regarding Profits Interest Awards - Novaworks Weblog
      The FASB has released a proposed Accounting Standards Update to help entities determine whether profits interest and similar awards should be considered a share-based payment arrangement within the scope of stock compensation.
    - FASB Proposes GAAP Taxonomy Improvements for Proposed ASU for Income Tax Disclosures - Novaworks Weblog
      The FASB has published GAAP Taxonomy Improvements for a proposed ASU that would increase transparency requirements and decision usefulness of income tax disclosures.
    - FASB Releases ASU for Investments in Tax Credit Structures - Novaworks Weblog
      The FASB has published an ASU regarding accounting for investments in tax credit structures using the proportional amortization method.
    - XBRL US Offers Free Online Learning Modules - Novaworks Weblog
      XBRL US is offering free online learning modules for those interested in brief introductions to the fundamentals of the open data exchange standard for business reporting and XULE.
    - FASB Proposes GAAP Taxonomy Improvements for Proposed ASU Regarding Disclosure of Crypto Assets - Novaworks Weblog
      The FASB has proposed GAAP Taxonomy Improvements that would improve the accounting for and disclosure of some crypto assets.
    - FASB to Host Webinar on 2023 GAAP/SRT and Enhancements to SEC Reporting Taxonomy - Novaworks Weblog
      FASB will host a webinar to discuss improvements made to both the 2023 GAAP Financial Reporting Taxonomy and the SEC Reporting Taxonomy on April 11.
    - FASB Proposes GAAP Taxonomy Reference Style Guide, Solicits Feedback - Novaworks Weblog
      FASB has published proposed a GAAP Taxonomy Reference Style Guide and updated its GAAP Frequently Asked Questions section to include new guidance on tagging.
    - XBRL US to Discuss Solutions to Common Issues in XBRL Preparation - Novaworks Weblog
      XBRL US will host a webinar to help corporate issuers faced with many choices when working with the US GAAP XBRL Taxonomy on February 7, 2023.
    - SEC Publishes Draft 2023 Executive Compensation Disclosure (ECD) Taxonomy Guide - Novaworks Weblog
      The SEC has updated the draft 2023 Executive Compensation Disclosure (ECD) taxonomy to include the elements for tagging disclosures related to adopted amendments.
    - SEC Issues Draft 2023 Executive Compensation Disclosure Taxonomy - Novaworks Weblog
      The SEC has released a draft 2023 version of the Executive Compensation Disclosure (ECD) taxonomy.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on April 21st from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 2.0a.
    - Happy Passover and Happy Easter! - Novaworks Weblog
      Novaworks will close early on Friday, April 7th in observance of Passover and Easter.
    - Novaworks' Webinar on Executive Compensation Disclosure Now Available for Viewing - Novaworks Weblog
      Novaworks webinar on tagging Executive Compensation Disclosures in Inline XBRL is now available to view on YouTube for free.
    - Novaworks Corporate Website Planned Maintenance - Novaworks Weblog
      The Novaworks Corporate Website will be unavailable for approximately two hours on February 17th starting at 4:15 p.m. ET for planned maintenance.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on February 10th from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 1.3a.
    - Novaworks Corporate Website Planned Maintenance - Novaworks Weblog
      The Novaworks Corporate Website will be unavailable for approximately one hour on February 3rd starting at 1:00 a.m. ET for planned maintenance.
    - Thanksgiving Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed November 24 in observance of Thanksgiving Day. The EDGAR System will not receive, process or accept filings on this day. eForms will receive filings.
    - FERC Reviews Its Enforcement Activities for Fiscal Year 2022 - Novaworks Weblog
      The FERC has released its 16th annual report on its enforcement activities, which offers a comprehensive overview of the agency's accomplishments in 2022 as part of its efforts to ensure that all energy markets are efficient, safe, reliable, and secure.
    - SEC Releases Draft 2023 Open-End Fund Taxonomy - Novaworks Weblog
      The SEC has released a draft version of the new Open-End Fund XBRL Taxonomy for public comment.
    - SEC Reopens Comment Period for Modernization of Beneficial Ownership Reporting Proposal - Novaworks Weblog
      The SEC has reopened the comment period for its proposal regarding sections 13D 13G with supplemental data analysis related to proposed amendments’ economic effects.
    - SEC Provides Updated Market Structure Metrics - Novaworks Weblog
      The SEC’s Market Structure staff has updated the data metrics released on its webpage, which was developed to improve understanding of equity markets and structure via data and analytics.
    - SEC Proposes to Revise the Submission of Certain Forms, Filings, and Materials Under the Securities Exchange Act - Novaworks Weblog
      The SEC has proposed amendments that would require the electronic filing, submission, or posting of certain forms, filings, and other materials required under the Securities Exchange Act.
    - SEC Office of Municipal Securities Publishes Staff Guidance for Registration of Municipal Advisors - Novaworks Weblog
      The SEC’s Office of Municipal Securities has updated its Registration of Municipal Advisors FAQ webpage to add sections concerning completion of Form MA, Form MA-I, and Form MA-NR.
    - SEC Issues Fee Rate Advisory #3 For Fiscal Year 2023 - Novaworks Weblog
      The SEC has determined that a mid-year adjustment to the Section 31 fee rate for fiscal year 2023 is not required.
    - SEC’s Division of Corporate Finance Publishes Regulation S-K Revisions - Novaworks Weblog
      The SEC has updated sections of its interpretations for Regulation S-K, including new questions and answers pertaining to Pay vs. Performance disclosures.
    - SEC Issues Reminder of Upcoming Form 144 Electronic Filing Compliance Deadline - Novaworks Weblog
      The SEC has reminded filers about the April 13, 2023, compliance deadline for transitioning from paper filing to electronic filing for certain Form 144 filings.
    - SEC’s Division of Corporation Finance Updates Financial Reporting Manual and Exchange Act Rules, Forms - Novaworks Weblog
      The SEC has updated sections of its Division of Corporation Finance Financial Reporting Manual and Exchange Act Rules and Exchange Act Forms.
    - FERC to Hold Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting on May 18, 2023 to discuss administrative and energy issues.
    - FERC Announces Adoption of Incentive Rate Treatment for Cybersecurity Investments - Novaworks Weblog
      The FERC approved a final rule that provides incentive-based rate treatment for utilities making certain voluntary cybersecurity investments.
    - Novaworks’ Webinar on Filing Form 714 to the FERC in XBRL Format Now Available for Viewing - Novaworks Weblog
      Novaworks' seminar that shows filers in the utilities and energy industries how to prepare and submit Form 714 to FERC in XBRL format is available on YouTube.com.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss administrative, electric, hydro, and certificate matters on April 20, 2023.
    - Novaworks to Host Free Webinar on Filing Form 714 to the FERC in XBRL Format - Novaworks Weblog
      Novaworks will host a free webinar to show filers in the energy industries a fast, easy, and cost-effective way to prepare and submit Form 714 on April 19, 2023.
    - NERC’s Standard Drafting Team to Hold a Two-Day Meeting - Novaworks Weblog
      The FERC has announced a two-day Standard Drafting Team meeting of the North American Electric Reliability Corporation on April 17 and April 18.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC's eForms system was updated with Version 2023-04-01 taxonomies, validation rules, and rendering files effective for the filing of first quarter 2023 forms.
    - FERC, NERC to Hold Two Standard Drafting Team Meetings in April - Novaworks Weblog
      The FERC has announced two meetings that will occur in April to address extreme cold weather grid operations and preparedness.
    - SEC Staff to Discuss Covered Clearing Agency Resilience and Recovery and Wind-Down Plans - Novaworks Weblog
      The SEC's Division of Trading and Markets will hold an open meeting discuss Covered Clearing Agency Resilience and Recovery and Wind-Down Plans
    - SEC Announces First Conference on Emerging Trends in Asset Management - Novaworks Weblog
      The SEC’s Division of Investment Management will host a free, virtual conference on emerging trends in asset management on May 19, 2023.
    - SEC Announces 2023 Office of Municipal Securities Disclosure Conference - Novaworks Weblog
      The SEC’s OMS will host its 2023 Municipal Securities Disclosure Conference on May 10, 2023.
    - SEC Announces Registration for Virtual 2023 Small Business Forum - Novaworks Weblog
      The SEC's Small Business Office has opened registration for its 42nd Annual Government-Business Forum on Small Business Capital Formation, which will take place April 24 through April 27, 2023.
    - FAF Trustees Improve Stakeholder Feedback Procedures and Disclosure Requirements for Standard-Setting Boards - Novaworks Weblog
      The FAF has announced an enhancement that will facilitate stakeholders’ ability to raise potential concerns about compliance with the due process procedures of the FASB and the GASB.
    - SEC Offers Free Investor Education Resources During Financial Capability Month - Novaworks Weblog
      The SEC’s Office of Investor Education and Advocacy has announced that the theme for April’s National Financial Capability Month is “Investing For Everyone”.
    - SEC Proposes New Requirements to Mitigate Cybersecurity Risks to the US Securities Markets - Novaworks Weblog
      The SEC has proposed new rules and amendments to strengthen its ability to obtain data concerning significant cybersecurity incidents that affect market entities.
    - SEC Reopens Comment Period for Cybersecurity Risk Management Rule Proposal, Amendments for Registered Investment Advisers and Funds - Novaworks Weblog
      The SEC has reopened the comment period for proposed rules amendments related to cybersecurity risk management and cybersecurity-related disclosure for registered investment companies, RIAs, and BDCs.
    - SEC Proposes Revisions to Regulation S-P to Improve Protection of Consumer Information - Novaworks Weblog
      The SEC has proposed enhancements to Regulation S-P to improve and protect the privacy of consumer financial information.
    - FERC Adopts New Extreme Cold Weather Reliability Standards - Novaworks Weblog
      The FERC has adopted extreme cold weather reliability standards to implement key recommendations.
    - SEC Updates PAUSE List of Firms Using Misleading Information to Solicit Investors - Novaworks Weblog
      The SEC has revised its list of unregistered entities using inaccurate data to solicit mainly non-US investors (the PAUSE List).
    - SEC Proposes Amendments to Enhance Safeguarding for Registered Investment Advisers - Novaworks Weblog
      The SEC has proposed new rules to improve the protection of investor assets managed by investment advisers registered with the SEC
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced a virtual Investor Advisory Committee meeting that will take place on March 2.
    - SEC Adopts Rules to Reduce Risks in Clearance and Settlement - Novaworks Weblog
      The SEC has approved rules related to the duration of the standard settlement cycle for most broker-dealer transactions, as well as the processing of institutional trades by broker-dealers and certain clearing agencies.
    - SEC’s Division of Examinations Releases 2023 Priorities - Novaworks Weblog
      The SEC’s Division of Examinations has issued its 2023 examination priorities, detailing its risk-based approach and assessing risks to the integrity of the US capital markets and investors.
    - SEC’s Division of Investment Management and Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC will hold an open meeting via webcast on sec.gov to address the topics of Shortening the Settlement Cycle and Safeguarding Advisory Client Assets on February 15, 2023.
    - SEC Adopts Amendments to Improve Private Fund Reporting - Novaworks Weblog
      The SEC has adopted rule amendments to Form PF to enhance current reporting for certain private fund advisers and revise certain reporting requirements.
    - Novaworks Weblog
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - Novaworks Weblog
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - FASB Releases ASU to Enhance Guidance for Topic 842, Leases - Novaworks Weblog
      The FASB has published an Accounting Standards Update that adds enhancements to the guidance for applying Topic 842, Leases, to arrangements between entities under common control.
    - GASB Introduces Proposed Guidance to Facilitate Application of Subscription-based Information Technology Arrangements - Novaworks Weblog
      The GASB proposed an implementation guidance to expound on existing guidance on the subscription-based information technology arrangements (SBITAs).
    - FASB Staff Extends Comment Period on Proposed Meta Model Relationships - Novaworks Weblog
      The FASB has extended the comment period for Proposed Meta Model Relationships in XBRL to May 11, 2023.
    - SEC Approves PCAOB Budget and Accounting Support Fee for 2023 - Novaworks Weblog
      The SEC approved the 2023 budget of the Public Company Accounting Oversight Board (PCAOB) and the related annual accounting support fee
    - FASB Staff Releases Proposed GAAP Taxonomy Enhancements for Proposed ASU Regarding Leases (Topic 842), Solicits Comment - Novaworks Weblog
      The FASB has proposed GAAP Taxonomy Improvements for its proposed Accounting Standards Update to improve accounting guidance for lease arrangements between entities under common control.
    - Financial Accounting Foundation Releases New Strategic Plan - Novaworks Weblog
      The Financial Accounting Foundation has released its new strategic plan based on engagement with stakeholders via comment letters, survey, and individual interviews.
    - FASB Issues Proposed Investment Companies Taxonomy Implementation Guide - Novaworks Weblog
      FASB has released a proposed Taxonomy Implementation Guide premised on the proposed 2023 GAAP Financial Reporting Taxonomy that is currently awaiting SEC acceptance.
    - FASB Releases Proposed Technical and Other Improvements for 2023 GAAP Taxonomy - Novaworks Weblog
      The FASB has issued for a request for comment through November 3, 2022 on proposed technical and other conforming improvements for the 2023 GAAP Financial Reporting Taxonomy.
    - FASB Releases Proposed Changes and Technical Guide for 2023 SEC Reporting Taxonomy, Solicits Comment - Novaworks Weblog
      The FASB has released proposed technical and conforming improvements for the 2023 SEC Reporting Taxonomy (SRT) along with the related release notes for public comment.
    - GASB Proposes Guidance to Help Stakeholders Apply its Pronouncements - Novaworks Weblog
      The Governmental Accounting Standards Board released proposed implementation guidance that uses a questions and answers format to clarify and expound on certain GASB pronouncements.
    - GASB Adds Pre-Agenda Research Activity and Major Project to Technical Plan - Novaworks Weblog
      The Governmental Accounting Standards Board has approved a pre-agenda research activity on subsequent events as part of its technical plan for the first third of 2022.
    - Financial Accounting Foundation Publishes 2020 Annual Report - Novaworks Weblog
      The Financial Accounting Foundation (FAF) posted its 2020 Annual Report, themed “Standards That Work from Main Street to Wall Street”, which covers the GASB’s and FASB’s activities during 2020.
    - FERC Announces Recent eForms Refresh Update - Novaworks Weblog
      The FERC has released the Vendor File Library, which now contains zip files with the source code for the draft Version 2023-01-01 validation rulesets.
    - FERC Publishes Updates to eForms Refresh - Novaworks Weblog
      On November 21, 2022, eForms system was revised to draft Version 2023-01-01 taxonomies, validation rules, and rendering files effective for the filing of first quarter 2023 form
    - FERC Releases Updates to eForms Refresh - Novaworks Weblog
      The FERC has announced that the eForms Accepted Filings RSS feed was updated to support the performance of the eForms system.
    - FERC Announces Updates to eForms Refresh - Novaworks Weblog
      The FERC has announced that the taxonomies for FERC Form Nos. 1, 1-F, 3-Q (electric), 2, 2-A, 3-Q (natural gas), 6, 6-Q, 60, and 714 have been adjusted to allow the system to accept refilings from as far back as 2000.
    - FERC Updates eForms Refresh - Novaworks Weblog
      The FERC has announced that drafts of the Release 2.0 Taxonomies may now be accessed in the Vendor File Library under Quick Links on the FERC’s eForms Refresh webpage.
    - FERC to Update eForms Refresh - Novaworks Weblog
      On October 1, the FERC's eForms Refresh portal will be updated to accept only XBRL filings and live filings for the upcoming 2021 deadlines can be submitted.
    - XBRL US to Host Webinar: Tools and Techniques for the XBRL Data Pipeline - Novaworks Weblog
      XBRL US will host a webinar to discuss the latest features of the XBRL Filed Data add-in, the XBRL API, and other resources that users may employ on July 27, 2022.
    - FERC Proposes Rulemaking for Filing and Reporting Requirements for Interstate Natural Gas Company Rate Schedules and Tariffs - Novaworks Weblog
      The FERC has issued a Notice of Proposed Rulemaking seeking feedback on potential modifications to the way Natural Gas Act section 4 rate case filings are submitted by interstate natural gas pipelines.
    - FERC Releases Notice of Information Collections, Requests Extension, Solicits Comment - Novaworks Weblog
      The FERC is requesting public feedback on the currently approved information collections, FERC Form Nos. 6 and 6T (Annual Report of Oil Pipeline Companies) and 6-Q and 6-QT (Quarterly Report of Oil Pipeline Companies).
    - XBRL US to Hold Virtual Seminar Focused on the New FERC Taxonomy - Novaworks Weblog
      XBRL US will host a entitled webinar “Understanding the New FERC Taxonomy - Time to Focus!” on April 13th to discuss the newly released FERC XBRL taxonomy.
    - Novaworks Offering Weekend Support - Novaworks Weblog
      Due to upcoming SEC and FERC filing deadlines, Novaworks will be offering weekend email technical support on March 26 and March 27.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on January 28th from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 1.0a.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on December 13th from 2:00 p.m. to 6:00 p.m. ET as it is updated to version 0.9f.
    - FERC Issues Notice of Information Collection on Form 6, Requests Extension and Solicits Comment - Novaworks Weblog
      The FERC has issued a Notice Information Collection on its currently approved information collections, addressing Forms 6, 6T, 6-Q, and 6-QT for oil pipeline companies.
    - SEC Announces Approved Updates to Electronic Filing Requirements Amendments - Novaworks Weblog
      The SEC has adopted rules and form amendments to require the electronic filing of certain documents that currently are permitted to be filed in paper as well as Inline XBRL for Form 11-K.
    - XBRL US to Host Second Webinar in Series: Mastering New SEC XBRL Requirements for Investment Management Filers - Novaworks Weblog
      XBRL US will host the second of two virtual seminars on June 7, 2022 to familiarize investment management filers with the new SEC XBRL requirements for Closed-End Funds.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on April 22nd from 5:00 p.m. to 7:00 p.m. ET as it is updated to version 1.1c.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on April 8th from 4:00 p.m. to 6:00 p.m. ET as it is updated to version 1.1b.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on March 26th from 12:00 p.m. to 4:00 p.m. ET as it is updated to version 1.1a.
    - SEC Proposes Rule Amendments to Improve Climate-Related Disclosure Standards to Benefit Investors - Novaworks Weblog
      The SEC is proposing amendments to rules under the Securities Act and the Securities Exchange Act that will make it mandatory for both domestic and foreign registrants to include climate-related disclosure in their annual reports and registration statements.
    - FASB to Host Webinar: 2022 GAAP and SEC Reporting Taxonomy Improvements and SEC Update - Novaworks Weblog
      The FASB has announced a webcast designed to provide participants with greater knowledge of how enhancements in the 2022 GAAP Financial Reporting Taxonomy will affect XBRL filings on April 5, 2022.
    - SEC Extends Interactive Data Rule, Seeks Comment - Novaworks Weblog
      The SEC is requesting feedback on interactive data collection using XBRL pertaining to the burden of these requirements, as well as the quality of the interactive data itself.
    - XBRL US to Host Webinar with SEC to Discuss Fee-Based Filing & Payment Methods Modernization - Novaworks Weblog
      XBRL US' Data Quality Committee will host a virtual question and answer-style discussion with the SEC on Filing Fee Disclosures and Payment Methods Modernization on Tuesday, March 22.
    - Quickly and Easily Migrate Your Process for 24F to XML - Novaworks Weblog
      Learn how to migrate your process for 24F-2NT compliance from ASCII text documents to structured XML forms.
    - SEC Announces Temporary Pause to EDGAR Beta Access for EDGAR Next Beginning March 1 - Novaworks Weblog
      EDGAR Business Office announced that March 1 it will temporarily suspend use of EDGAR Beta for testing EDGAR Next code and to deploy code for other testing purposes
    - SEC Advises on Filing Agent/Filer Software Adjustment for Upcoming EDGAR Change - Novaworks Weblog
      On or about April 4th, the SEC will introduce change to EDGAR filing websites (EDGAR Link Online and Online Forms) affecting the way third-party software communicate with these websites.
    - SEC Issues Guidance for Filers Using Incorrect Context Dates for Reported Facts - Novaworks Weblog
      The SEC's Division of Economic and Risk Analysis noted that some filers were using incorrect context dates when tagging fact values in Forms 10-K and 10-Q.
    - XBRL US to Hold Webinar: Supporting ESG Data with Standards - Novaworks Weblog
      XBRL US will host a webinar on January 19 to discuss the demand for corporate Environmental Social Governance data and what investors expect from public companies reporting about their environmental impact.
    - XBRL US Shares Digitized ESG Reports to Demonstrate Value of Machine-readable Sustainability Data - Novaworks Weblog
      XBRL US has announced the publication of corporate sustainability and environmental, social, and governance disclosures in machine-readable XBRL format using the Sustainability Accounting Standards Board XBRL Taxonomy.
    - SEC Proposes Rules to Increase Transparency Regarding Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure - Novaworks Weblog
      The SEC has proposed rules designed to improve and allow for more timely standardized disclosures regarding cybersecurity risk management, strategy, governance, and the reporting of cybersecurity incidents by public companies.
    - SEC Announces Proposed Cybersecurity Risk Management Rules and Amendments for Registered Investment Advisers and Funds - Novaworks Weblog
      The SEC has proposed amendments to the Investment Advisers Act and Investment Company Act to enhance cybersecurity readiness and investor confidence in investment advisers and investment companies.
    - SEC Announces Proposed Modifications to Electronic Recordkeeping Rule Requirements - Novaworks Weblog
      The SEC has proposed amendments to enhance requirements pertaining to broker-dealers, security-based swap dealers, major security-based swap participants and how they maintain electronic records.
    - XBRL US to Present Webinar on Inline XBRL for Mutual Funds - Novaworks Weblog
      XBRL US will host a remote seminar to prepare filers for phase two of the roll-out of Inline XBRL for mutual funds on Wednesday, August 18, 2021.
    - SEC Makes Announcement About Disabling TLS 1.0 and TLS 1.1 - Novaworks Weblog
      The SEC will begin only accepting internet connections from networks using Transport Layer Security (TLS) settings at version 1.2 or higher on April 1, 2021.
    - EDGAR 20.1 Security Changes - Novaworks Weblog
      As part of security enhancements in the forthcoming EDGAR 20.1 release, the SEC will no longer accept connections to the EDGAR system that do not follow the TLS 1.2 standard.
    - XBRL US Introduces Proposed API Standard - Novaworks Weblog
      Last month, XBRL US introduced a free application program interface (API) standard designed to help programmers create, extract, and analyze XBRL formatted data.
    - SEC Launches New Strategic Hub for Innovation and Financial Technology - Novaworks Weblog
      On October 18, the SEC launched the Strategic Hub for Innovation and Financial Technology (FinHub), a resource for public engagement on the SEC’s finanical technology related issues and initiatives.
    - SunSpec Alliance and XBRL US Announce Public Review of Orange Button Solar Data Standards - Novaworks Weblog
      On September 12th, 2017, SunSpec Alliance and XBRL US announced the launch of a 30-day public review period on the initial draft of the Orange Button taxonomy for solar financing.
    - Use of SHA-1 SSL Certificates and Windows Server - Novaworks Weblog
      Back in November of 2013, Microsoft released a Security Advisory stating that by January of 2016 Microsoft would no long
    - End of Support for Windows Vista - Novaworks Weblog
      This year marks the end of support for Windows Vista. Novaworks will also stop supporting Windows Vista at the same time.
    - Controlling Windows Update in Windows 10 - Novaworks Weblog
      Learn how to configure Windows Update in Windows 10 to prevent automatic restarts at unwanted times.
    - GoFiler Online Now Supports Form 24F-2 - Novaworks Weblog
      GoFiler Online now offers support for XML-based Forms 24F-2NT and 24F-2NT/A, which makes creating and filing these forms fast and flexible by combining the accessibility of a cloud-based solution with the reliability of desktop software.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on November 11th from 3:00 p.m. to 9:00 p.m. ET as it is updated to version 0.9de
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on October 13th from 2:00 p.m. to 5:00 p.m. ET as it is updated to version 0.9d.
    - SEC’s Division of Corporate Finance and Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC’s Divisions of Corporate Finance and Trading and Markets will hold an open meeting via webcast on sec.gov on Wednesday, December 14, 2022.
    - SEC Approves Pay Versus Performance Disclosure Rules - Novaworks Weblog
      The SEC has announced that it has approved amendments to implement the pay versus performance provision as required by Congress in the Dodd-Frank Act.
    - SEC Staff to Hold Meeting to Discuss Special Purpose Acquisition Companies, Shell Companies and Projections - Novaworks Weblog
      The SEC will host a meeting via webcast to discuss whether to propose amendments concerning special purpose acquisition companies, shell companies, and the use of projections in SEC filings on March 30.
    - The Divisions of Corporation Finance and Investment Management Provide Guidance Regarding the Use of Paper “Courtesy Copies” - Novaworks Weblog
      The SEC's Divisions Corporation Finance and Investment Management have requested that filers no longer submit paper “courtesy copies” via EDGAR, email, online forms or electronic methods of communication unless instructed to do so.
    - SEC’s Small Business Advocate to Hold Capital Call January 19 - Novaworks Weblog
      The SEC’s Office Advocate Small Business Capital Formation Capital will hold a virtual call on January 19th to explore issues in current capital raising that impact startups through small cap businesses and their investors.
    - SEC Reminds Operating Companies of Approaching Final Phase-In Date for Inline XBRL - Novaworks Weblog
      The SEC is reminding filers that, as of June 15, 2021, all operating companies submitting structured financial statement information for fiscal periods concluding on or after that date are required to submit that information in addition to cover page information that must be tagged in iXBRL.
    - SEC Staff Issues Guidance on EDGAR Filing of Form C - Novaworks Weblog
      The SEC’s Division of Corporation Finance recently provided guidance that reflects its views concerning the filing of Form C to the SEC with respect to the effectiveness of certain rule changes as introduced in Release No. 33-10884.
    - SEC Approves Final Rules for the Disclosure of Payments by Resource Extraction Issuers - Novaworks Weblog
      The SEC has adopted rules intended to achieve the statutory objective of increasing the transparency of payments to governments for the purpose of the commercial development of their oil, natural gas, and minerals by enforcing Section 13(q) of the Exchange Act.
    - SEC Modernizes and Enhances Management’s Discussion and Analysis and other Financial Disclosures - Novaworks Weblog
      The SEC has adopted amendments that will modernize, simplify, and enhance certain financial disclosure requirements in Regulation S-K in order to improve the focus of financial disclosures on material information for the benefit of investors while also simplifying compliance for registrants.
    - SEC Announces Final Rule for Update of Statistical Disclosures for Banking Registrants - Novaworks Weblog
      The SEC has announced that it has adopted the final rule for modernizing statistical disclosures for bank and savings and loan registrants. The rule modifies required disclosures and classifies certain disclosures in a new Subpart 1400 of Regulation S-K.
    - SEC Closely Observing Impact of Hurricane Laura on Capital Markets - Novaworks Weblog
      The SEC is closely monitoring the affects of Hurricane Laura on capital markets and is prepared to issue regulatory or other relief to those affected if necessary.
    - SEC Statement Regarding Requirements for Paper Filings (Other than Form 144) in Light of COVID-19 Concerns - Novaworks Weblog
      The SEC has released an additional statement concerning paper filing requirements given the ongoing logistical difficulties caused by the COVID-19 pandemic.
    - SEC Issues Statement on Rule 302(b) of Regulation S-T in Light of COVID-19 - Novaworks Weblog
      The SEC has issued a statement regarding Rule 302(b) of Regulation S-T and its signatory requirements. This statement pertains to concerns stemming from the ongoing COVID-19 pandemic.
    - SEC Statement Regarding Requirements for Form 144 Paper Filings in Light of COVID-19 Concerns - Novaworks Weblog
      Given ongoing health and safety concerns related to COVID-19, SEC staff will not recommend enforcement action if Forms 144 are submitted via email in lieu of mailing or delivering the paper form to the SEC if the filer or submitter attaches a complete Form 144 as a PDF attachment to an email.
    - SEC Issues Fee Rate Advisory #2 for Fiscal Year 2023 - Novaworks Weblog
      The SEC has announced its second fee rate advisory for fiscal year 2023, which will be set at $8.00 per million dollars and will go into effect on February 27th.
    - SEC Proposes New Rules Related to Regulation Best Execution - Novaworks Weblog
      The SEC has proposed rules concerning broker-dealers' duty of best execution that would require detailed policies and procedures for all broker-dealers.
    - SEC Announces Proposal to Reduce Risks in Clearance and Settlement - Novaworks Weblog
      The SEC is proposing new rules and amendments intended to protect investors by reducing risks in the clearance and settlement of securities.
    - SEC Proposes Money Market Fund Reforms - Novaworks Weblog
      The SEC has proposed amendments that would enhance certain reporting requirements to improve the agency’s ability to monitor and analyze money market fund data.
    - SEC Proposes Updates to Rule 10b5-1 Insider Trading Plans and Related Disclosures - Novaworks Weblog
      The SEC has proposed amendments to Rule 10b5-1 to enhance disclosure requirements and investor protections against insider trading.
    - SEC Revises Filing Fee Disclosure and Payment Methods - Novaworks Weblog
      The SEC has updated filing fees calculation and payment methods and has introduced a structured data format disclosure requirement.
    - SEC Proposes Amendments to Form N-PX - Novaworks Weblog
      The SEC has proposed revisions to Form N-PX to broaden the form’s scope and make it easier for investors to get vital information from mutual funds, exchange-traded funds, and other funds that report about their proxy votes.
    - SEC to Hold Remote Meeting of the Asset Management Advisory Committee - Novaworks Weblog
      The SEC is hosting a virtual meeting of the Asset Management Advisory Committee (AMAC) on July 7, 2021 to discuss recommendations from the ESG, Diversity & Inclusion, and Private Investments Subcommittees, among other topics.
    - SEC to Hold Virtual Meeting of the Asset Management Advisory Committee - Novaworks Weblog
      The SEC will host a remote meeting of the Asset Management Advisory Committee on Friday, March 19, 2021 at 10:00 AM ET.
    - SEC Approves Revised Marketing Rule for Investment Advisers - Novaworks Weblog
      The SEC has voted to adopt amendments pursuant to the Investment Advisers Act of 1940, revising rules that regulate investment adviser advertising and payments to solicitors.
    - SEC Publishes Supplemental Quarterly Private Funds Statistics - Novaworks Weblog
      The SEC has released the quarterly Private Funds Statistics report, a broadened set of data and analyses of recent private fund industry trends and statistics featuring data collected from Forms PF and ADV.
    - SEC Revises Framework for Fund Valuation Practices - Novaworks Weblog
      The SEC has adopted a new rule under the Investment Company Act of 1940 that will establish both the framework for fund valuation practices and the function of the board of directors regarding the fair value of a business development company or the investments of a registered investment company.
    - XBRL US Staff to Hold Data Quality Committee Web Conference - Novaworks Weblog
      XBRL US’ DQC will host online meeting for industry leaders on March 21, 2023.
    - XBRL US to Hold Data Quality Committee Web Conference - Novaworks Weblog
      XBRL US’ DQC will host an online meeting for industry leaders to discuss rules and guidance for public companies complying with XBRL requirements on January 25.
    - XBRL US Announces Upcoming Data Quality Committee Web Conference - Novaworks Weblog
      XBRL US’ Data Quality Committee will meet virtually to discuss establishing rules and guidance for public corporations complying with the SEC’s XBRL requirements on September 21.
    - FASB Releases Proposed 2023 DQCRT for Review and Comment - Novaworks Weblog
      The FASB has issued the Proposed 2023 DQC Rules Taxonomy (DQCRT) for the US GAAP and SEC reporting taxonomies and is seeking public feedback.
    - XBRL US to Hold Webinar Highlighting DQC Guidance and FASB Implementation Guide - Novaworks Weblog
      XBRL US' Data Quality Committee will host an online seminar to discuss best practices for preparing reports featuring debt securities on July 20.
    - XBRL US to Hold Data Quality Committee Web Conference - Novaworks Weblog
      XBRL US' Data Quality Committee will host an online meeting for industry leaders to further engage in discussions and plans to establish rules and guidance for public corporations complying with the SEC's XBRL requirements on June 29, 2022.
    - XBRL US DQC Releases Ruleset 18 - Novaworks Weblog
      XBRL US seeks public review and comment on seventeenth release of the Data Quality Committee (DQC) rules, focusing on the US GAAP taxonomy.
    - XBRL US to Hold Virtual Data Quality Committee Meeting - Novaworks Weblog
      XBRL US' Data Quality Committee will host a virtual meeting on March 23, 2022 for industry leaders to further engage in discussions concerning public corporations complying with the SEC's XBRL requirements.
    - XBRL US to Hold Data Quality Committee Web Conference - Novaworks Weblog
      XBRL US’ Data Quality Committee will hold a virtual meeting on January 19, 2022 for industry leaders to discuss plans and establish rules and guidance for public corporations complying with the SEC’s XBRL requirements.
    - XBRL US to Host Data Quality Committee Web Conference - Novaworks Weblog
      XBRL US’ Data Quality Committee (DQC) will host a virtual meeting on Wednesday, September 29, 2021 for industry leaders to further engage in discussions and plans to establish rules and guidance for public corporations complying with the SEC’s XBRL requirements.
    - New Release (5.16a) for the GoFiler Family - Novaworks Weblog
      Version 5.16a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 22.3.
    - CEF Tagging Guide Now Available for Download - Novaworks Weblog
      Novaworks has created a free guide for using the CEF XBRL Taxonomy to help closed-end funds and business-development companies with their upcoming SEC compliance deadline.
    - New Release (5.14a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.14a of all applications in the GoFiler Suite has been released.
    - XBRL US to Host Two-Part Webinar: Mastering New SEC XBRL Requirements for Investment Management Filers - Novaworks Weblog
      XBRL US will host two seminars to familiarize investment management filers with SEC XBRL requirements under the new closed-end investment disclosure rules on May 24 and June 7, 2022.
    - New Release (5.13a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.13a of all applications in the GoFiler Suite has been released.
    - New Release (5.12c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.12c of all applications in the GoFiler Suite has been released.
    - New Release (5.12b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.12b of all applications in the GoFiler Suite has been released.
    - New Release (5.12a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.12a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 21.4 (January 31, 2022).
    - New Release (5.11a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.11a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 21.4.
    - New Release (5.10c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.10c of all applications in the GoFiler Suite has been released.
    - New Release (5.10b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.10b of all applications in the GoFiler Suite has been released.
    - New Release (5.10a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.10a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 21.3.
    - New Release (5.9b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.9b of all applications in the GoFiler Suite has been released.
    - New Release (5.9a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.8a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 21.2.
    - New Release (5.8a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.8a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 21.1.3.
    - New Release (5.7a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.6c of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 21.1.
    - New Release (5.6c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.6c of all applications in the GoFiler Suite has been released.
    - New Release (5.6b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.6b of all applications in the GoFiler Suite has been released.
    - New Release (5.6a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.6a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 20.4.
    - New Release (5.5c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.5c of all applications in the GoFiler Suite has been released.
    - New Release (5.5b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.5b of all applications in the GoFiler Suite has been released.
    - New Release (5.5a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.5a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 20.3.
    - New Release (5.4b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.4b of all applications in the GoFiler Suite has been released.
    - New Release (5.4a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.4a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 20.2.
    - New Release (5.3c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.3c of all applications in the GoFiler Suite has been released. This release contains a new Prospectus Wizard for creating Risk Return documents using XDX as well as improvement to HTML importing.
    - What's New in UGT 2020 - Novaworks Weblog
      Learn more about what changes the US GAAP 2020 Taxonomy brings to XBRL reporting.
    - New Release (5.3b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.3b of all applications in the GoFiler Suite has been released.
    - New Release (5.3a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.3a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 20.1.1.
    - New Release (5.2a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.1d of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 20.1.
    - New Release (5.1d) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.1d of all applications in the GoFiler Suite has been released. This release contains corrections and improvements to Page View, XBRL View, and other EDGAR forms.
    - New Release (5.1c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.1c of all applications in the GoFiler Suite has been released. This release contains improvements to XDX editing, validation, and processing as well as improvements for Page View, XBRL View, and other EDGAR forms.
    - New Release (5.1b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.1b of all applications in the GoFiler Suite has been released. This version addresses final changes that were made in EDGAR 19.3.
    - New Release (5.0c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.0c of all applications in the GoFiler Suite has been released.
    - New Release (5.0b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.0b of all applications in the GoFiler Suite has been released.
    - New Release (5.0a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.0a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR Release 19.2.
    - Information for Tagging Cover Page Data Using Inline XBRL - Novaworks Weblog
      Starting with their first 10-Q filed for a fiscal period ending on or after June 15, large accelerated filers will be required to submit interactive data using Inline XBRL, including new information on the cover page of those filings.
    - New Release (4.26b) for the GoFiler Family of Products - Novaworks Weblog
      Version 4.26b of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR Release 19.1.1.
    - What's New in UGT 2019 - Novaworks Weblog
      Learn more about what changes the US GAAP 2019 Taxonomy brings to XBRL reporting.
    - New Release (4.26a) for the GoFiler Family of Products - Novaworks Weblog
      Version 4.26a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR Release 19.1.
    - New Release (4.25d) for the GoFiler Family of Products - Novaworks Weblog
      Version 4.25d of all applications in the GoFiler Suite has been released. This release contains improvements for N-CEN, XBRL, XDX and general EDGAR forms.
    - New Release (4.25c) for the GoFiler Family of Products - Novaworks Weblog
      Version 4.25c of all applications in the GoFiler Suite has been released. This release contains a number of improvements to Form N-CEN View, Form SDR View and Form ABS-EE View. Additionally, improvements and corrections were made to Page View and to general file recovery across all software platforms.
    - New Release (4.25b) for the GoFiler Family of Products - Novaworks Weblog
      Version 4.25b of all applications in the GoFiler Suite has been released. This contains full support for Form ATS-N, including validation and proofing as well as other improvements to N-CEN and Page View.
    - New Release (4.25a) for the GoFiler Family of Products - Novaworks Weblog
      Version 4.25a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR Release 18.4 - Phase 1 and contains support for creating and filing Form ATS-N.
    - SEC Adopts Rules to Enhance Transparency and Oversight of Alternative Trading Systems - Novaworks Weblog
      On July 18th, the SEC announced it will adopt amendments to Regulation ATS to enhance operational transparency and regulatory oversight of alternative trading systems (ATSs).
    - What's New in UGT 2018 - Novaworks Weblog
      Learn more about what changes the US GAAP 2018 Taxonomy brings to XBRL reporting.
    - How To Schedule an EDGAR Filing - Novaworks Weblog
      Through the Novaworks Submission Service (NSS), it's possible to automatically schedule EDGAR filings. We'll show you how.
    - SEC Proposes Requirement for Inline XBRL - Novaworks Weblog
      The SEC has proposed amendments requiring public companies and mutual funds to submit interactive data using Inline XBRL.
    - Legato Developers Corner #3: Creating an EDGAR Filing Log - Novaworks Weblog
      Learn how to add functionality to GoFiler by creating a script that runs automatically to record a log of each EDGAR filing made using GoFiler.
    - SEC Proposes Rules Requiring Links to Exhibits - Novaworks Weblog
      The SEC has proposed amendments to require registrants to include a hyperlink to each exhibit listed in the exhibit index of registration statements and periodic and current reports.
    - Using Section 16 Transaction Codes - Novaworks Weblog
      If you are reporting transactions on EDGAR Form 4 or 5, then you may have questions about using the SEC transaction codes and what they mean.
    - Customizing GoFiler through Templates - Novaworks Weblog
      GoFiler supports a lot of user customization to allow it to meet your exact needs. One of the primary means of customizing the software is through the use of templates.
    - What’s New in UGT 2016 - Novaworks Weblog
      On March 7, the Securities and Exchange Commission updated EDGAR to accept the US GAAP 2016 taxonomy.
    - Quick Guide: Installing the XBRL Viewer - Novaworks Weblog
      Our support team has created a guide to help you install the SEC's XBRL Viewer on your own computer.
    - The Reporting Changes Form N-MFP1 Will Bring - Novaworks Weblog
      The SEC’s changes to Form N-MFP will take effect on April 14, 2016. After this date, filers will need to submit new Form N-MFP1, which contains additional fields and has some other minor changes.
    - SEC Ramping Up Internet Security - Novaworks Weblog
      The SEC announced that along with EDGAR 15.3, they would also be rolling out some SSL changes. To know what the SSL changes mean at the SEC for your company, you’ll first have to take a short trip into the land of Internet security.
    - What Pay Versus Performance Reporting Would Entail - Novaworks Weblog
      On April 29, the SEC proposed new rules to require companies to disclose the relationship between their executive pay an
    - SEC Proposes Modernization for Investment Company Reporting - Novaworks Weblog
      On May 20, the Securities and Exchange Commission published a proposed rule (Release Number 33-9776) that would moderniz
    - SEC Proposes Amendments to Form ADV and Investment Advisers Act - Novaworks Weblog
      On May 20, the Securities and Exchange Commission published a proposed rule (Release Number IA-4091) to amend certain ru
    - What’s New in UGT 2015 - Novaworks Weblog
      With the 10-K season wrapped up, now is a great time to start preparing for the transition to the 2015 US GAAP taxonomy.
    - Conquering Risk Return XBRL: How to Manipulate Labels and Remain Compliant - Novaworks Weblog
      There are plenty of aspects of the Risk Return taxonomy that make preparing filings for the SEC significantly simpler an
    - Completely Integrate Your EDGAR Filing Software With Legato - Novaworks Weblog
      With the release of version 4.1d of the GoFiler Family, you may have noticed the addition of a new menu on the File and/
    - SEC To Approve 2014 US GAAP Taxonomy - Novaworks Weblog
      The SEC will approve the US-GAAP 2014 Taxonomy on June 16th of this year. Because the EDGAR System will only accept XBRL
    - Does the End of Windows XP Mean the End of N-SAR? - Novaworks Weblog
      The answer is complicated and something that many investment companies and filing agents may not want to think about. Wh
    - LDC #159:Validating HTML Indents and Margins With Legato - Novaworks Weblog
      Use Legato to improve the validation functions in HTML.
    - LDC #158: Validating for XBRL Custom Elements With No Name - Novaworks Weblog
      Use Legato to improve the validation functions in XBRL.
    - LDC #83: Validating With The XBRL Object Part 2 - Novaworks Weblog
      Use the XBRL Object to test for cyclical dimension relationships in XBRL presentations.
    - LDC #150: How to Decide When to Use Legato - Novaworks Weblog
      A discussion of when it is appropriate to use a Legato script, considering the complexity of the task and potential design complications.
    - LDC #67: Legato Program Design Best Practices - Novaworks Weblog
      A discussion of some basic software engineering principles, and how they apply to building a larger Legato project.
    - LDC #144: Using Legato to Create Hidden Text in a Document - Novaworks Weblog
      Use Legato to automate marking table cells, paragraphs, and other block tags as hidden without removing it from the document flow.
    - LDC #141: Creating iXBRL Proof Files Quickly and Easily - Novaworks Weblog
      Use Legato to insert styled span tags in an inline XBRL document proof.
    - LDC #139: For loops vs While Loops, deciding which to use. - Novaworks Weblog
      Discussing when to use certain types of loops in a Legato function, the advantage of for loops vs while loops.
    - LDC #137: Creating background process to convert HTML files in Legato - Novaworks Weblog
      Using Legato to create a background task to monitor for Word files to convert
    - LDC #136: Using Legato to Automate Document Conversion - Novaworks Weblog
      One of the most important features of GoFiler is the ability to take Microsoft Office documents and turn them into EDGAR compliant documents that can be filed to the SEC. While conversion is easy to do manually in GoFiler, there is a function in Legato that can add a crucial step into an automated set of steps that can help make setting up filings a breeze. Today I will go in-depth on this function: ConvertFile
    - LDC #135: How To Automate Inserting Pictures into an HTML File - Novaworks Weblog
      Use Legato to add a function to GoFiler to insert a folder of images into an HTML file
    - LDC #132: Adding Edit Functionality to the Page Break Manager - Novaworks Weblog
      Using Legato to add functionality to our page break manager.
    - LDC #101: Page Break Template Manager, Part 3 - Novaworks Weblog
      Using Legato to build a page break template manager
    - LDC #41: Align Outline Text - Novaworks Weblog
      Using a legato script to iterate over an HTML file with the SGML parser class, replacing chains of non-breaking spaces with a single font tag for consistent spacing in an outline-style document.
    - LDC #156: Introduction to File Types in Legato - Novaworks Weblog
      This blog is going to discuss how we can validate files we receive from users in order to possibly help them avoiding costly mistakes.
    - LDC #152: Sorting and Searching Tables - Novaworks Weblog
      A discussion of Legato's ability to sort and search tables and lists and the performance impact of the various methods of searching and sorting.
    - LDC #149: Using FTP in Legato - Novaworks Weblog
      This weeks's blog is going to focus on the File Transport Protocol or FTP and what functions Legato offers to add FTP into your next script.
    - LDC #146: HTML Writer Overview - Novaworks Weblog
      This week’s blog is an overview of the HTML Writer Object and how it can be used to create stylized paragraphs in tables in Legato with no manual HTML coding.
    - LDC #124: Converting CSV to HTML using Legato - Novaworks Weblog
      For this week's blog we are going to be taking a look at Legato's HTML Writer object in order to convert CSV into HTML.
    - LDC #142: Finding the Right Function - Novaworks Weblog
      This week's blog is going to cover the Function Select function in the Legato IDE as well as a quick discussion of the other functions on the Script ribbon.
    - LDC #134: Using the Windows Registry - Novaworks Weblog
      This week's blog will be a discussion of the registry functions in Legato as well as some common pitfalls programmers may encounter when using the registry
    - LDC #130: Synchronizing Meta Data - Novaworks Weblog
      This week's blog post is going to be an example of using Legato to analyze a directory and a csv file, and to update a database with the results.
    - LDC #123: Comparing Two Zip Files - Novaworks Weblog
      Figuring out which files have changed between versions of zip files can be a pain. For this blog, we are going to create a simple script to help compare the contents of two different zip files.
    - LDC #118: Bulk Filings Part 3 - Novaworks Weblog
      This week's blog post is the third part in a series about bulk filings. This week we will add a feature to add folders to the submission as well as improve performance.
    - LDC #114: Bulk Filings Part 1 - Novaworks Weblog
      This week's blog post is the beginning of a script that will allow users to create a bulk filing for submission to EDGAR.
    - LDC #115: Bulk Filings Part 2 - Novaworks Weblog
      Use Legato to create a bulk submission file for the SEC's EDGAR system out of existing GoFiler Project Files.
    - LDC #110: Organizing Pictures - Novaworks Weblog
      Sorting pictures can be a time consuming task. Luckily we can use Legato to create a basic sorting interface that can then be expanded.
    - LDC #106: RSS Monitor - Novaworks Weblog
      In this week's blog we are going to create a simple background task that monitors the SEC's RSS feed for any filings for a specific CIK.
    - LDC #157: Understanding Used versus Allocated Space in Arrays - Novaworks Weblog
      To get the most from using an array, it helps to have a more thorough understanding of exactly how arrays are stored and allocated.
    - LDC #153: Program Flow — Return vs. Exit - Novaworks Weblog
      This week's blog is a discussion of program flow and how the use of the exit and return commands affect the flow.
    - LDC #148: Unicode and UTF-8 - Novaworks Weblog
      This week's blog is a discussion of what ANSI, Unicode, and UTF-8 strings are, how to use them, and what it means for developers.
    - LDC #145: Using the Debug View - Novaworks Weblog
      This blog will discuss the basic functionality of Debug View which allows a programmer to view and inspect the details of variables while the target script program is running.
    - LDC #133: Checkbox and Radio Button Controls Part Three - Novaworks Weblog
      Automatic operation of checkbox and radio buttons is easy, but what if you want to extend the functionality or do something out of the ordinary?
    - LDC #128: Checkbox and Radio Button Controls Part 2 - Novaworks Weblog
      In part two of this series, we will be covering the radio button and taking the mystery out of the operation of automatic radio buttons.
    - LDC #127: Checkbox and Radio Button Controls Part 1 - Novaworks Weblog
      This weeks blog will help you create a better user experience with checkboxes and radio buttons in Legato.
    - LDC #126: Dialog Boxes Part V (continued) — Writing and Reading Information with a Data Control - Novaworks Weblog
      In this discussion of dialog boxes in Legato, we will continue to explore the data control by looking at how we can manipulate the content and retrieve data.
    - LDC #102: Dialog Boxes Part V — Introduction to the Data Control - Novaworks Weblog
      Learn how to display tables of information on a dialog using data control.
    - LDC #120: Quickly Sharing and Managing Data Between Scripts - Novaworks Weblog
      There are other methods of storing "meta" data in Legato. This week's blog is a deep dive into session data which is specifically designed to allow scripts to communicate.
    - LDC #116: Getting Text into Shape - Novaworks Weblog
      As the programmer, understanding how to format strings will make the process of making text presentable significantly faster and smoother. Legato offers an arsenal of tools to make formatting text simple and easy.
    - LDC #113: Time to Relax and Unwind - Novaworks Weblog
      Sometimes a program engages in operations that just cannot be casually aborted without an orderly shutdown. Within Legato, there is a function that help you to just that.
    - LDC #109: Getting a Handle on Handles - Novaworks Weblog
      Handles are a convenient way to identify complex objects like windows, files, etc. In this blog, we're going to get a "handle" on handles.
    - LDC #105: Dialog Boxes Part VI — Trackbar Control - Novaworks Weblog
      This week's blog is a a discussion of the trackbar control. Trackbars are commonly employed to allow users to adjust things that have a range of values.
    - LDC #155: Automatically Locking Projects - Novaworks Weblog
      When submitting a filing to the SEC you want everything about this filing to be checked, double checked, or even triple checked before submitting a live filing. If you are not 100% careful mistakes can happen. Just like elsewhere in life, following a set list of tasks for every filing can end up making life easier and allow you to ensure that mistakes are minimized as much as possible. Luckily there is a task list feature in GoFiler that we can access through Legato. This means that we can take steps to ensure that the same process gets followed every time that a filing gets created.
    - LDC #151: Exiting the Application - Novaworks Weblog
      In Legato you can make all sorts of different scripts that do many different tasks. A majority of these tasks come while you are working inside of GoFiler or another application, and when these are finished you simply return out of the script and the application continues on as normal. Sometimes, however, you are performing a task that must end with finality. In this case you can exit the program that is running your script. Today we are going to look at the ways in which you can accomplish this, how they are different, and times in which you would use each.
    - LDC #147: A Look Back in Time - Novaworks Weblog
      We started this blog in September of 2016, releasing one article a week (with only a few exceptions) for a total of 147 articles over 151 weeks, each article illustrating various features of the Legato scripting language. With so many articles available to reference I thought I would take the time this week to put together a picture of where we have been in a way that will make it easy to find previous topics that have been covered. This way no matter whether you have been a faithful reader since the beginning or if you have only found us recently you can have a place to easily find where and when we have covered a topic. This is by no means a comprehensive list, but intended to be a resource to find if we have covered a topic you may have questions about.
    - US GAAP Trend Analysis 2019 - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis has released its analysis of custom tag usage in financial filings using the US GAAP taxonomy submitted to the SEC.
    - SEC Forms Cross-Divisional COVID-19 Market Monitoring Group - Novaworks Weblog
      The SEC is forming an internal, cross-divisional COVID-19 Market Monitoring Group, which will assist the SEC and its various divisions and offices in SEC and staff actions and analysis related to the effects of COVID-19 on markets, issuers, and investors, including main street investors.
    - SEC Announcement Regarding XBRL Tagging for Revenue Disclosures - Novaworks Weblog
      DERA staff have released an announcement regarding the use of certain XBRL elements for revenue disclosures to remind filers that have adopted ASU 2014-09 to use new elements related to this ASU for revenue disclosures.
    - SEC Trend Analysis for 2018: IFRS Custom Tag Rates - Novaworks Weblog
      DERA recently analyzed XBRL exhibits submitted to EDGAR to determine if IFRS filers were being consistent with US-GAAP filers in terms of their use of custom tags during this first year of required XBRL filings.
    - SEC Names New Directors for the Division of Economic and Risk Analysis and the Division of Investment Management - Novaworks Weblog
      On August 31, 2017, the SEC named Jeffrey Harris as Director of the Division of Economic and Risk Analysis and Dalia Blass as Director of the Division of Investment Management.
    - SEC Reopens Comment Period, Provides Supplemental Information for Proposed Amendments to Rule 3b-16 - Novaworks Weblog
      The SEC has reopened the comment period and provided supplemental information related to the January 2022 proposed amendments to Rule 3b-16 under the Securities Exchange Act of 1934.
    - SEC Staff to Discuss Reopening Comment Period for Proposed Amendments to Rule 3b-16 - Novaworks Weblog
      The SEC’s Division of Trading and Markets will meet on April 14th to discuss reopening the comment period for proposed amendments to Rule 3b-16 under the Securities Exchange Act.
    - SEC Announces XBRL Taxonomy Update - Novaworks Weblog
      The SEC has updated the EDGAR system to Release 22.2.2 which now supports the 2022Q3 supplemental US GAAP Financial Reporting Taxonomy and 2022Q3 supplemental SEC Reporting Taxonomy (SRT).
    - SEC Releases EDGAR 22.2 - Novaworks Weblog
      On June 21, 2022, the SEC introduced EDGAR Release 22.2.
    - SEC Issues EDGAR 22.1 - Novaworks Weblog
      On March 21, 2022, EDGAR Release 22.1 was released by the SEC, including the 2022 US GAAP and Risk/Return taxonomies as well as new Form 497VPSUB.
    - SEC Releases 2022 XBRL Taxonomies Update - Novaworks Weblog
      On March 21, 2022, the SEC upgraded the EDGAR system to Release 22.1.
    - SEC Announces Proposed Short Sale Disclosure Rule, Order Marking Requirement, and CAT Amendments and Reopens Comment Period for Proposed Rule 10c-1 - Novaworks Weblog
      The SEC has announced new Rule 13f-2 and related Form SHO that are intended to provite greater transparency to investors and regulators through increasing the public availability of short sale related data.
    - SEC Closed Monday, February 21 - Novaworks Weblog
      The SEC will be closed Monday, February 21 in observance of President's Day.
    - FASB Publishes Proposed Revisions to Future Taxonomy Related to Proposed ASU on Liabilities - Supplier Finance Programs - Novaworks Weblog
      The FASB has released a proposed update to the US Generally Accepted Accounting Principles (GAAP) Financial Reporting Taxonomy (US GAAP GRT) related to a Proposed Accounting Standards Update (ASU) on Liabilities - Supplier Finance Programs.
    - SEC Releases Taxonomy Compatibility for Newly Required Auditor Tags in the 2021Q4 DEI Taxonomy - Novaworks Weblog
      The SEC has reminded filers that the 2021Q4 version Document and Entity Information (DEI) taxonomy is compatible only with the 2021 versions of other taxonomies.
    - SEC Provides Update on Its Request for Comment on Potential Technical Changes to EDGAR - Novaworks Weblog
      The SEC is addressing current comments and seeking additional feedback on proposed technical changes to the EDGAR system and access to it.
    - SEC Releases 2021Q4 XBRL Taxonomies Update - Novaworks Weblog
      The SEC has updated the EDGAR system with Release 21.4 to accept the Closed-End Fund taxonomy and the 2021Q4 Document Entity Information taxonomy.
    - New Release (5.13b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.13b of all applications in the GoFiler Suite has been released.
    - Notice to Users Regarding Maintenance of License Server - Novaworks Weblog
      Scheduled maintenance will be performed on the Licensing and Registration server for the GoFiler Suite on February 21, 2022 at 2:00pm Eastern. Maintenance will last approximately one hour.
    - Important Notice Regarding Fee-Bearing Forms - Novaworks Weblog
      The SEC released a change to the EDGAR System on January 31st that affects forms with fees and requires changes to be made by filers submitting particular fee-bearing forms today.
    - GoFiler Release 5.10b Includes Beta Testing for Form 24F-2 - Novaworks Weblog
      The latest release (5.10b) of the GoFiler family of products includes a beta version of Form 24F-2NT as XML.
    - XBRL US DQC Releases Ruleset 14 - Novaworks Weblog
      XBRL US seeks public review and comment on fourteenth release of the Data Quality Committee (DQC) rules, which focus on supporting the IFRS taxonomy.
    - What Is the FERC XBRL Mandate? - Novaworks Weblog
      FERC has revised its electronic filing format to incorporate structured data in an effort to modernize its reporting regime. FERC’s XBRL requirement will require filers to submit to quarterly and annual reports of public utilities, electric utilities, natural gas companies, oil pipeline companies, and centralized service companies in XBRL.
    - XBRL US Releases Data Quality Committee Ruleset 11 - Novaworks Weblog
      XBRL US seeks public review and comment on version 11 of the Data Quality Committee rules, which help filers limit mistakes and avoid data inconsistencies.
    - XBRL US Data Quality Releases Eighth Ruleset for Comment - Novaworks Weblog
      The XBRL US Center for Data Quality has released the eighth set of rules and is seeking comment during a public exposure period ending February 1, 2019. The two rules in this release are for both the US-GAAP and IFRS taxonomies.
    - Proposed Changes to the 2018 IFRS Taxonomy - Novaworks Weblog
      On December 6th, the International Financial Reporting Standards (IFRS) Foundation released the IFRS Taxonomy 2018 – Proposed Update 2 General Improvements.
    - IFRS Foundation Proposes Update to the IFRS Taxonomy 2018 (IFRS 13 Common Practice) - Novaworks Weblog
      The IFRS Foundation has published a proposed update to the IFRS Taxonomy 2018, Common Practice (IFRS 13 Fair Value Measurement). Comments are due November 19.
    - SEC Releases EDGAR 18.3 - Novaworks Weblog
      On October 1, 2018, EDGAR Release 18.3 was released by the Securities and Exchange Commission. This release contains changes to the N-CEN and N-PORT EDGAR forms and improvements to EDGAR XBRL validation.
    - SEC Adopts Amendments to Simplify and Update Disclosure Requirements - Novaworks Weblog
      On August 17th, the SEC voted to approve amendments to certain disclosure requirements that have become duplicative, overlapping, or outdated.
    - XBRL US Data Quality Committee Approves Sixth Ruleset for IFRS and US GAAP Filings - Novaworks Weblog
      The XBRL US Center for Data Quality has released the sixth set of rules to provide guidance and aid for issuers in identifying errors in their XBRL SEC filings.
    - XBRL US Offers Second IFRS Taxonomy Deep Dive Webinar - Novaworks Weblog
      XBRL US will be offering a second IFRS Taxonomy Deep Dive Webinar on August 23rd at 3:00 PM EST. This webinar will cover
    - FASB Announces Release of Proposed 2022 Q3 Supplemental GAAP Taxonomy for Public Review and Comment - Novaworks Weblog
      The FASB has released the Proposed 2022 Q3 Supplemental GAAP Taxonomy, which contains enhancements to the GAAP Financial Reporting Taxonomy and the SEC Reporting Taxonomy, for public review and comment.
    - FASB Releases Proposed Taxonomy Implementation Guide on Disclosures about Offsetting Assets and Liabilities - Novaworks Weblog
      The FASB has released a proposed Taxonomy Implementation Guide based on the 2022 US GAAP Financial Reporting Taxonomy related to disclosures about offsetting assets and liabilities.
    - FASB Releases Proposed Taxonomy Implementation Guides for Accounting Changes, Reorganizations, and Reinsurance-Related Disclosures, Seeks Comment - Novaworks Weblog
      The Financial Accounting Standards Board (FASB) has issued three proposed Taxonomy Implementation Guides based on the US GAAP Reporting Taxonomy to aid filers in preparing XBRL reports.
    - Veterans Day - Novaworks Weblog
      The SEC will be closed Friday, November 11th in observance of Veterans Day. The FERC will also be closed this day.
    - XBRL US Announces Web Conference: Variable Annuity & Life Insurance Companies – Get the Skill Set for XBRL - Novaworks Weblog
      XBRL US will host a virtual conference on November 15th to discuss the new compliance requirements associated with the SEC's rules regarding tagging Variable Annuity and Variable Life Insurance Contracts.
    - SEC Proposes Changes to Open-End Fund Liquidity Risk Management and Swing Pricing - Novaworks Weblog
      The SEC has proposed amendments to enhance how open-end funds manage their liquidity risks by requiring them to implement liquidity management tools and ensure timely reporting of fund information on Form N-PORT.
    - SEC Updates PAUSE List - Novaworks Weblog
      The SEC has updated the PAUSE list of unregistered entities that use misleading information to solicit investors.
    - FERC Releases Open Meeting Schedule for 2023 - Novaworks Weblog
      The FERC has announced the schedule for its open meetings for calendar year 2023.
    - SEC Enhances Proxy Voting Disclosure and Requires Disclosure of “Say-on-Pay” Votes - Novaworks Weblog
      The SEC has adopted amendments to Form N-PX that will enhance the proxy vote information that mutual funds, exchange-traded funds, and certain other registered funds report by making proxy voting records more usable and easier to analyze.
    - SEC Proposes Oversight Rules for Some Outsourced Services - Novaworks Weblog
      The SEC has proposed a new rule and associated amendmentsthat would prohibit registered investment advisers from outsourcing certain services and functions unless that investment adviser has performed the necessary due diligence.
    - SEC Modernizes How Broker-Dealers Maintain Electronic Records and Enhances the Electronic Recordkeeping Requirements for Security-Based Swap Entities - Novaworks Weblog
      The SEC adopted amendments to the electronic recordkeeping and third-party recordkeeping service requirements applicable to broker-dealers, security-based swap dealers (SBSDs), and major security-based swap participants (MSBSPs).
    - New Year’s Hours - Novaworks Weblog
      The SEC and the FERC will be closed Monday, January 2, 2023, in observation of the New Year holiday.
    - Christmas Hours - Novaworks Weblog
      SEC and FERC closed December 26th due to the closure of the federal government on that day. EDGAR System will not receive, process or accept filings on that day
    - SEC Adopts Amendments to Update Rule 10b5-1 Insider Trading Arrangements and Related Disclosures - Novaworks Weblog
      The SEC has adopted amendments to Rule 10b5-1 under the Exchange Act, which provides affirmative defenses to trading based on material, nonpublic data within insider trading cases.
    - SEC’s Division of Corporation Finance Revises Non-GAAP Financial Measures Compliance & Disclosure Interpretations Questions - Novaworks Weblog
      The SEC’s Division of Corporation Finance has updated its Non-GAAP Financial Measures Compliance & Disclosure Interpretations Questions.
    - SEC Staff to Hold Open Meeting to Discuss Proposing Amendments to Form PF - Novaworks Weblog
      The SEC will hold a meeting via webcast to discuss amendments to Form PF for all filers and large hedge fund advisers on August 10.
    - SEC Approves Amendments to Electronic Filing Requirements for Investment Advisers and Institutional Investment Managers - Novaworks Weblog
      The SEC has approved rules and amendments to Form 13F to increase efficiency and make data more accessible to the public.
    - SEC Announces Rule Proposals to Enhance Disclosures by Certain Investment Advisers and Investment Companies About ESG Investment Practices - Novaworks Weblog
      The SEC has announced amendments to rules and disclosure forms under both the Advisers Act and the Investment Company Act that would both provide investors with information to help funds and advisers incorporate environmental, social, and governance components.
    - SEC Proposes Rule Updates to Prohibit Misleading or Deceptive Fund Names - Novaworks Weblog
      The SEC has announced that it is proposing amendments to Rule 35d-1 under the Investment Company Act of 1940, the Investment Company Names Rule.
    - FERC Adopts Standard for Extending Risk Management Practices to Low-Impact Cyber Systems - Novaworks Weblog
      The FERC has adopted a new cybersecurity standard that will broaden supply chain risk management practices for low-impact bulk electric systems.
    - FERC to Hold March Open Commission Meeting - Novaworks Weblog
      FERC staff will meet on March 16th to discuss matters related to administrative, electric, gas, and hydro categories.
    - SEC Closed Monday, February 20 - Novaworks Weblog
      The SEC and the FERC will be closed Monday, February 20th in observance of Presidents Day.
    - FERC to Hold its Monthly Open Commission Meeting - Novaworks Weblog
      FERC staff will hold its monthly open meeting on February 16 and will address administrative issues and matters related to electric, hydro, and certificates.
    - FERC, NARUC Joint Federal-State Task Force on Electric Transmission to Discuss Physical Security of the Transmission System - Novaworks Weblog
      The FERC and NARUC Joint Federal-State Task Force on Electric Transmission will convene a meeting to discuss the physical security of the transmission system on February 15, 2023.
    - FERC Enhances Reliability Standards for Monitoring Electric Grid Cyber Systems - Novaworks Weblog
      The FERC has approved rules to improve the cybersecurity of the grid by issuing several directives to the North American Electric Reliability Corporation.
    - Simplify FERC Reporting with XBRLworks - Novaworks Weblog
      XBRLworks is the smart, cloud-based financial reporting solution that streamlines compliance with FERC regulations by connecting people, processes, and data.
    - Birthday of Martin Luther King, Jr. - Novaworks Weblog
      SEC will be closed Monday, January 16th in observance of Martin Luther King, Jr.’s birthday. The EDGAR System will not receive, process, or accept filings on this day.
    - FERC Proposes Updates to Oil Pipeline Affiliate-Only Committed Service Policy - Novaworks Weblog
      The FERC has proposed to update its policy for evaluating whether an affiliate-only committed service on an oil pipeline is just, reasonable, and not unduly discriminatory.
    - President Biden Appoints Willie Phillips as FERC Acting Chairman - Novaworks Weblog
      The FERC has announced that President Biden has named Willie L. Phillips the FERC Acting Chairman.
    - SEC’s Division of Investment Management and Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      SEC’s staff will discuss whether to adopt amendments to Form PF, require current reporting for certain private fund advisers and revise certain reporting requirements.
    - SEC Staff to Hold Open Meeting on Regulations S-P and SCI, Cybersecurity Risk Management Rule - Novaworks Weblog
      The SEC’s Division of Investment Management and Division of Trading and Markets to hold an open meeting on Regulation S-P, the Cybersecurity Risk Management Rule, and Regulation SCI on March 15th..
    - Novaworks to Host Free Webinar on Pay Versus Performance and Executive Compensation Disclosures - Novaworks Weblog
      Novaworks will host a free webinar for filers who will be required to tag pay vs performance, executive compensation disclosure, and the disclosure of clawbacks on February 22.
    - SEC’s Small Business Advisory Committee to Discuss Capital Raising in 2023 - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will meet on February 7, 2023 to address matters related to facilitating start-up creation and growth in entrepreneurial communities.
    - SEC’s Small Business Advocate to Hold Annual Capital Call - Novaworks Weblog
      The SEC’s Office Advocate for Small Business Capital Formation will host its annual Capital Call on Tuesday, January 24, 2023.
    - SEC Staff to Hold Open Meeting to Discuss Prohibition Against Conflicts of Interest in Certain Securitizations - Novaworks Weblog
      The SEC’s Division of Corporation Finance will hold a virtual meeting to consider whether to propose a new rule to implement Section 27B of the Securities Act on January 25, 2023.
    - XBRL US to Host Webinar: Government Financial Reporting – Data Standards and the Financial Data Transparency Act - Novaworks Weblog
      XBRL US is holding a webinar on January 24th to help government agencies comply with the Financial Data Transparency Act (FDTA) requirements that financials be prepared in machine-readable format.
    - SEC Proposes Revisions to Ethics Rules Regulating Securities Trading by Employees, Solicits Feedback - Novaworks Weblog
      SEC and Office of Government Ethics, proposed amendments to the SEC’s ethics rules to enhance, revise and improve the overall efficacy of the agency’s ethics compliance program
    - SEC Finalizes Strategic Plan for Fiscal Years 2022-2026 - Novaworks Weblog
      The SEC has published its Strategic Plan for fiscal years 2022 to 2026 in accordance with the Government Performance and Results Modernization Act of 2010.
    - SEC Announces Upcoming Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced a virtual Investor Advisory Committee meeting to discuss corporate tax transparency, single-stock exchange-traded funds, and account statement disclosure on December 8th.
    - SEC Releases Enforcement Results for Fiscal Year 2022 - Novaworks Weblog
      The SEC has announced that in fiscal year 2022, it saw a great deal of critical, first-of-their-kind enforcement actions to further attempt to protect investors and promote market integrity.
    - SEC Focuses on Financial Planning and Resilience During World Investor Week 2022 - Novaworks Weblog
      The SEC has announced that it will focus on long-term planning and investor resilience during World Investor Week (WIW) 2022, which runs from October 3-9.
    - SEC Announces Proposed Rules to Enhance Clearing Agency Governance and to Mitigate Conflicts of Interest - Novaworks Weblog
      The SEC has proposed new rules to enhance governance of all registered clearing agencies by decreasing the probability that conflicts of interest may impact the board of directors or another governing body of a registered clearing agency.
    - SEC Staff to Hold Open Meeting to Discuss Proxy Voting Advice and Shareholder Proposals - Novaworks Weblog
      The SEC will hold a meeting via webcast on sec.gov to discuss and consider whether to adopt amendments to the proxy rules governing proxy voting advice on July 13.
    - FASB Releases 2021 Agenda Consultation Report - Novaworks Weblog
      The FASB has issued its 2021 FASB Agenda Consultation Report, which summarizes comments submitted by investors during the 2021 agenda consultation project and discusses the FASB's technical and research agendas.
    - FASB Releases ASU to Improve Fair Value Guidance for Equity Securities - Novaworks Weblog
      The FASB has published an Accounting Standards Update that improves financial reporting for investors and other financial statement users by enhancing comparability of financial information for investments in equity securities measured at fair value.
    - SEC Introduces Game Show-Themed Public Service Campaign - Novaworks Weblog
      The SEC has announced the launch of a game show-themed public service campaign that is designed to help investors make informed investment decisions and protect themselves from fraud.
    - SEC to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced a virtual Investor Advisory Committee meeting on Thursday, June 9, 2022.
    - SEC to Extend Comment Period for Proposed Rules on Climate-Related Disclosures, Reopens Comment Periods for Proposed Rules Related to Private Fund Advisers and Regulation ATS - Novaworks Weblog
      The SEC has extended the public comment period concerning the proposed rules designed to improve and regulate climate-related disclosures for investors and reopened the comment periods for the proposed rules that would enhance protections for private fund investors as well as proposed rules to include significant Treasury markets platforms within Regulation ATS.
    - SEC to Hold Open Meeting on Share Repurchase Disclosure Modernization and Enhancing Private Fund Reporting - Novaworks Weblog
      The SEC staff will convene a meeting where its Division of Corporation Finance will discuss share repurchase disclosure modernization and its Division of Investment Management will address enhancing private fund reporting on May 3, 2023.
    - Novaworks Weblog
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - FASB Announces Meeting of Investor Advisory Committee - Novaworks Weblog
      The FASB's Investor Advisory Committee will meet virtually on May 24, 2022 to discuss income tax disclosures, digital assets, segment reporting, and ESG-linked financial instruments.
    - FASB to Hold Small Business Advisory Committee Meeting - Novaworks Weblog
      The FASB has announced a virtual meeting of its Small Business Advisory Committee May 12, 2022.
    - FASB Announces Proposed Updates to Reference Rate Reform Guidance - Novaworks Weblog
      The FASB has proposed an Accounting Standards Update that includes two issues concerning reference rate reform.
    - FASB Broadens Disclosure Requirements and Enhances Accounting Concerning the Credit Losses Standard - Novaworks Weblog
      The Financial Accounting Standards Board has issued an Accounting Standards Update in which a new standard addresses troubled debt restructuring and vintage disclosures.
    - FASB Enhances and Broadens Hedge Accounting - Novaworks Weblog
      The FASB has released an Accounting Standards Update designed to promote synergy between hedge accounting and an organization's risk management procedures.
    - FASB Appends Its Standard-Setting Conceptual Framework - Novaworks Weblog
      The FASB has appended new chapters to its Conceptual Framework to further its goal of setting standards and concepts as tools for resolving accounting and reporting questions.
    - FASB Proposes Updates for Future Taxonomy Related to Proposed ASU on Troubled Debt Restructurings and Vintage Disclosures - Novaworks Weblog
      The FASB has issued updates to the US GAAP Taxonomy Accounting Standards pertaining to Update Topic 326 (Troubled Debt Restructurings and Vintage Disclosures).
    - Novaworks to Host Free Webinar on eForms Systems for FERC Filers - Novaworks Weblog
      Novaworks will host a free, virtual seminar to familiarize FERC filers the eForms System on November 10th.
    - Novaworks Opens Beta for XBRLworks for FERC - Novaworks Weblog
      Try XBRLworks for FERC for free until December 31, 2021.
    - FERC eForms System Temporarily Unavailable for Maintenance - Novaworks Weblog
      The FERC has announced that it will be taking its eForms system offline for maintenance from September 24, 2021 at 4:00 p.m. to September 27 at 9:00 a.m ET.
    - FERC Approves New Identifier Requirements - Novaworks Weblog
      The FERC has approved modifications to the to the data dictionary and XML schema used in its Data Collection for Analytics and Surveillance and Market-Based Rate Purposes proposal.
    - FERC to Host Tech Conference on Reassessment of Electric Quarterly Report Requirements - Novaworks Weblog
      FERC staff will host the second in a series of virtual technical conferences related to a review of the Electric Quarterly Report (EQR) requirements on May 19, 2021.
    - FERC Extends 3rd Quarter Filing Deadlines for Natural Gas & Oil Pipeline Companies - Novaworks Weblog
      The FERC has announced several filing deadline extensions for third quarter 2021 quarterly filings for electric utilities, natural gas, and oil pipeline companies, which are intended to allow additional time necessary for the transition to the XBRL-based system.
    - XBRL US Extends Webinar to Prepare for FERC XBRL Requirements - Novaworks Weblog
      XBRL US will host two free additional sessions on Tuesday, February 23 and Thursday, February 25 (which will include Novaworks discussing XBRLworks) to aid filers in preparing for the FERC XBRL mandate.
    - XBRL US to Hold Two-Day Webinar: Get Ready for FERC XBRL Requirements - Novaworks Weblog
      XBRL US will host two free informational sessions on Tuesday, February 16 (which will include Novaworks discussing XBRLworks) and Thursday, February 18 to aid filers in preparing for the FERC XBRL mandate.
    - Novaworks Announces XBRLworks - Novaworks Weblog
      Novaworks is proud to announce our newest solution to XBRL-based compliance called XBRLworks, which is a streamlined, easy-to-use, web-based application that will launch with support for the new FERC XBRL mandate.
    - FERC Presents the 2020 Annual Report on Enforcement - Novaworks Weblog
      The FERC released its 2020 Annual Report on Enforcement, which provides information about the Office of Enforcement’s activities over the last fiscal year, including audits, litigation filings, and settlements.
    - XBRL US to Present October 28 Webinar: Standards for Regulators – Defining and Readying the Data Model - Novaworks Weblog
      XBRL US will host a free webinar on Wednesday, October 28 to discuss whether regulators can build an efficient, cost-effective data standards program that establishes a long-term infrastructure while allowing for rapid responses to changing reporting needs.
    - FERC Extends Deadlines for Certain Forms for Entities Affected by Hurricane Laura - Novaworks Weblog
      FERC has extended deadlines for some forms through and including September 30th for entities and investment professionals affected by Hurricane Laura in the Gulf Coast region of the United States.
    - FERC Finalizes XBRL Reporting Taxonomy - Novaworks Weblog
      FERC has finalized its XBRL reporting taxonomy that will be used with its regulatory forms and released it schedule for filer compliance.
    - SEC Announces Proposed New Rules for Share Repurchase Disclosure - Novaworks Weblog
      The SEC has proposed updates to disclosure requirements about repurchases of an issuer’s equity securities (or buybacks) registered under Section 12 of the Securities Exchange Act of 1934.
    - XBRL US to Present Webinar on the Benefits of Structured Data - Novaworks Weblog
      XBRL US has announced a free webinar discussing the advantages of structured data in financial reporting on November 10, 2021.
    - SEC Announces Proposed Amendments to Electronic Filing Requirements - Novaworks Weblog
      The SEC has proposed rule amendments updating filing requirements for issuers, registered investment advisors, and institutional investment managers submitting reports to SEC on EDGAR.
    - SEC Announces EDGAR Next and EDGAR Beta - Novaworks Weblog
      The SEC has introduced EDGAR Next, which includes a rule with changes to the way filers access the EDGAR System to make submissions and how filers manage individuals who make submissions on their behalf.
    - SEC Disclosure Data API Now Available - Novaworks Weblog
      The SEC has announced that an Application Programming Interface (API) is now available for structured financial data, giving developers fast and easy access to EDGAR information for corporate disclosures.
    - SEC Upgrades Accessibility to Financial Disclosure Data - Novaworks Weblog
      The SEC has released Application Programming Interfaces (APIs) that allow market participants to access to financial statements and other disclosures prepared by public companies on the EDGAR system.
    - Novaworks to Host Free Webinar on Using GoFiler for Risk Return Inline XBRL - Novaworks Weblog
      Novaworks is presenting a free webinar to help Risk Return filers learn to prepare inline XBRL using our patented XDX technology.
    - Novaworks to Host Free Webinars on Using GoFiler for Inline XBRL - Novaworks Weblog
      Novaworks is presenting a free, three-part webinar series to help filers learn to prepare inline XBRL using our patented XDX technology.
    - Form 13H Issues Caused by Adobe Flash Player End of Life Resolved - Novaworks Weblog
      The SEC has announced that technical issues with Form 13H (and its variants) resulting from the end of life of Adobe Flash software has been resolved.
    - Microsoft To Issue End of Life Notification for Internet Explorer - Novaworks Weblog
      A new “end of life” upgrade notification for Internet Explorer will be delivered to Windows users by Microsoft on January 12, 2016.
    - What Does Windows 10 Mean For Business? - Novaworks Weblog
      In short, not much. That may sound like a bad thing, but it really isn’t. In a business environment training peopl
    - Preventing SSL Vulnerability POODLE From Compromising Your Security - Novaworks Weblog
      Most of us in the Internet world have heard of the security bug called Heartbleed. Now, there is new threat called POODL
    - Columbus Day - Novaworks Weblog
      The SEC will be closed Monday, October 10th in observance of Columbus Day. The FERC will also be closed this day.
    - SEC Statement Regarding Requirements for Certain Paper Documents in Light of COVID-19 Concerns - Novaworks Weblog
      The SEC’s Division of Corporation Finance released a statement regarding the requirements for certain paper documents given the impacts of the COVID-19 pandemic. The staff of the division recognizes that submitting particular forms (with the exception of Forms 144) may be difficult in the current circumstances, so email submissions will be permissible under certain conditions.
    - SEC Announces Agenda for December 1 Meeting of the Asset Management Advisory Committee - Novaworks Weblog
      The SEC has released the agenda for the Tuesday, December 1, 2020 convening of the Asset Management Advisory Committee (AMAC), which was established to provide the SEC with diverse points of view on asset management and related advice and recommendations.
    - SEC Approves Amendments to Harmonize and Improve “Patchwork” Exempt Offering Framework - Novaworks Weblog
      The SEC has approved amendments that will harmonize, enhance, and streamline the layered and complicated exempt offering framework with the intention of reducing potential friction points and streamlining the capital-raising process and meet ever-changing market needs.
    - SEC Announces Agenda for November 5th Virtual Special Meeting of the Asset Management Advisory Committee - Novaworks Weblog
      The SEC has released the agenda for the November 5, 2020 special meeting of the Asset Management Advisory Committee (AMAC), which will focus recommendations regarding operational issues as they relate to COVID-19 and will be webcast live on the SEC’s website beginning at 9:00 a.m. ET.
    - SEC Revises Regulations for Derivatives Usage by Registered Funds and Business Development Companies - Novaworks Weblog
      The SEC has revised the regulatory framework for derivatives usage under the Investment Company Act, which will provide an updated and thorough approach to the regulation of registered investment funds’ derivatives usage that reflects developments over the past decades and focuses on investor protection matters.
    - SEC to Host Virtual National Compliance Outreach Seminar for Investment Companies and Investment Advisers - Novaworks Weblog
      The SEC is holding its compliance outreach program’s national seminar for investment companies and investment advisers, aimed at helping chief compliance officers and other senior personnel at investment companies and investment advisory firms improve their compliance programs, virtually on November 19, 2020.
    - SEC Adopts Amendments to Provide More Complete Information to Investors Using Proxy Voting Advice - Novaworks Weblog
      The SEC adopted amendments to rules governing proxy solicitations. These rule changes are designed to ensure that clients of proxy voting advice businesses have reasonable access to more transparent, accurate, and complete information.
    - SEC Proposes Amendments to Update Form 13F - Novaworks Weblog
      The SEC is considering amendments to Form 13F that would update the reporting threshold for institutional investment managers from $100 million of aggregate market value to $3.5 billion and make other targeted changes.
    - SEC Extends Relief for Virtual Meetings of Fund Boards - Novaworks Weblog
      The SEC announced that the conditional relief from the in-person voting requirements for fund boards will be extended. This relief was originally provided in March 2020 and will now extend at least through December 31, 2020.
    - EDGAR Filing Window Extension on April 29, 2020 for Registered Investment Companies and Business Development Companies - Novaworks Weblog
      The SEC has announced that the Division of Investment Management is extending the EDGAR filing window on April 29, 2020 from 5:30 pm to 10:00 pm EDT. This extension applies to registered investment companies and business development companies.
    - SEC Provides Temporary Relief for Business Development Companies Making Investments in Small and Medium-sized Businesses - Novaworks Weblog
      The SEC is providing temporary, conditional exemptive relief for business development companies to enable them to make additional investments in small and medium-sized businesses, particularly those with operations affected by COVID-19.
    - SEC Extends Conditional Exemptions From Reporting and Proxy Delivery Requirements In Light of Coronavirus Disease 2019 - Novaworks Weblog
      The SEC announced that it is extending the filing periods covered by its previously enacted conditional reporting relief for certain public company filing obligations under the federal securities laws. It is also extending regulatory relief that was previously provided to funds and investment advisers whose operations may be affected by COVID-19.
    - SEC Takes Actions to Assist and Provide Relief During COVID-19 Outbreak - Novaworks Weblog
      The SEC announced regulatory relief for funds and investment advisers whose operations may be affected by the coronavirus. This relief information covers in-person board meetings and certain filing and delivery requirements for particular investment funds and investment advisers.
    - XBRL US to Hold Webinar on Digitizing Environmental Social Governance (ESG) Disclosures - Novaworks Weblog
      XBRL US will hold a webinar for international investors with global portfolios who are seeking ESG data on February 2, 2023.
    - President Biden Approves the Financial Data Transparency Act - Novaworks Weblog
      President Biden has signed into law H.R. 7776, which includes Financial Data Transparency Act which requires the use of data standards by a number of federal agencies.
    - FASB Releases Proposed DQC Rules Taxonomy and Technical Guide - Novaworks Weblog
      The FASB has issued the XBRL US Proposed DQC Rules Taxonomy (DQCRT) for the US GAAP and SEC reporting taxonomies and an accompanying Proposed Technical Guide.
    - XBRL US to Host a Virtual Seminar to Discuss API Update - Novaworks Weblog
      XBRL US will host a webinar on August 11, 2021 to share updates made to the XBRL Filed Data Add-in for Excel and to discuss recent revisions to XBRL API documentation, Tools for SEC Filers, and resources on XBRL US’ Data Community page.
    - XBRL US DQC to Host Webinar to Discuss the 16th Ruleset for US GAAP Filers - Novaworks Weblog
      The XBRL US Data Quality Committee will host a webinar on August 4, 2021 to discuss the recently published 16th Ruleset, which is comprised of rules specific to US GAAP filers.
    - XBRL US DQC Releases Ruleset 16 - Novaworks Weblog
      XBRL US seeks public review and comment on sixteenth release of the Data Quality Committee (DQC) rules, which focus on supporting the US GAAP taxonomy.
    - XBRL US to Host Virtual Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ DQC will host a one-hour web conference on Tuesday, June 29, 2021 for industry leaders to engage in discussions and plans to establish rules and guidance for public corporations complying with the SEC’s XBRL requirements.
    - FASB Seeks Public Comment on XBRL US Data Quality Committee Rules Taxonomy and Technical Guides - Novaworks Weblog
      FASB has published the proposed 2021 XBRL US Data Quality Committee Rules Taxonomy (DQCRT), which integrates XBRL US Data Quality Committee (DQC) validation rules in the US GAAP Financial Reporting Taxonomy for discretionary use by filers.
    - XBRL US DQC Releases Ruleset 13 - Novaworks Weblog
      XBRL US seeks public review and comment on thirteenth release of the Data Quality Committee (DQC) rules, which focus on supporting the IFRS taxonomy.
    - Proposed and Approved Validation Rules from the XBRL US Data Quality Committee - Novaworks Weblog
      The XBRL US Data Quality Committee has approved eight new validation rules and proposed three new rules for XBRL-formatted financial data.
    - XBRL US Data Quality Committee Approves Seventh Ruleset - Novaworks Weblog
      The XBRL US Center for Data Quality has released the seventh set of rules to provide guidance and aid for issuers in identifying errors in their XBRL SEC filings.
    - Novaworks Weblog - Archives
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - XBRL US to Host Two-Part Webinar: Mastering New SEC XBRL Requirements for Investment Management Filers - Novaworks Weblog
      XBRL US will host two seminars to familiarize investment management filers with SEC XBRL requirements under the new closed-end investment disclosure rules on May 24 and June 7, 2022.
    - Information for Tagging Cover Page Data Using Inline XBRL - Novaworks Weblog
      Starting with their first 10-Q filed for a fiscal period ending on or after June 15, large accelerated filers will be required to submit interactive data using Inline XBRL, including new information on the cover page of those filings.
    - Does the End of Windows XP Mean the End of N-SAR? - Novaworks Weblog
      The answer is complicated and something that many investment companies and filing agents may not want to think about. Wh
    - Legato Developers Corner #5: Converting Wingding Checkboxes to Unicode - Novaworks Weblog
      Create a script for GoFiler that replaces Wingdings checkboxes with Unicode character checkboxes.
    - LDC #95: Endnote to Footnote Mapper - Novaworks Weblog
      Use Legato to move all endnotes in a document to the proper page the footnote belongs to
    - LDC #119: Bulk Filings Part 4 - Novaworks Weblog
      Use Legato to create a bulk submission file for the SEC's EDGAR system out of existing GoFiler Project Files.
    - LDC #125: Advanced Application of EDAC: Importing NPORT Part C - Novaworks Weblog
      Use Legato to build an import script to automate importing NPORT data into the Part C Table.
    - LDC #121: An Introduction to the EDGAR Data Access Class - Novaworks Weblog
      Use Legato's EDAC class to automate creation of forms using a script.
    - LDC #112: XBRL Rendering of Strings, Untangled! - Novaworks Weblog
      Use Legato to remove HTML from StringItemType elements in XBRL, to make filings to the SEC render correctly after the EDGAR 18.3 update.
    - LDC #108: Using DVTs To Create Reliable Software - Novaworks Weblog
      Using Legato, we can build a Design Verification Test regimen to ensure any software we modify doesn't have any changes that break how it currently functions.
    - LDC #100: Page Break Template Manager, Part 2 - Novaworks Weblog
      Using Legato to build a page break template manager
    - LDC #99: Page Break Template Manager - Novaworks Weblog
      Using Legato to build a page break template manager
    - LDC #91: Find and Replace HTML Script Template - Novaworks Weblog
      An example script that can be modified to run find and replace operations on an HTML file.
    - LDC #87: Using Progress Bars - Novaworks Weblog
      Discusses how to use progress bars to show progress in a Legato script.
    - LDC #79: Save, Load, and Edit Preferences Templates - Novaworks Weblog
      Use Legato to switch between preference templates in GoFiler, allowing you to save and load EDGAR credentials, HTML conversion settings, and more.
    - LDC #75: Automatic Creation of Previous Versions - Novaworks Weblog
      Use Legato to automate creation of previous version folders.
    - LDC #69: Running in the Background - Novaworks Weblog
      This week's blog is a discussion of background threads in legato with a sample script that showcases their use.
    - LDC #73: Running in the Background Part 2 - Synchronizing Tasks - Novaworks Weblog
      This week's blog will elaborate more on synchronizing background scripts and their data. Our script this week uses parallel processing to speed up a task.
    - LDC #103: Bringing Data Together - Novaworks Weblog
      In this example, we are going to take a CSV file that has partial information about registrants and then try to find additional information in a MySQL database.
    - LDC #97: Creating a Filing Calendar - Novaworks Weblog
      This week's blog post is a discussion of dates in Legato and an example script showing a filing deadline calculator.
    - LDC #93: Managing Memory in Legato - Novaworks Weblog
      This week's blog is a discussion of memory management in Legato, the common pitfalls developers make, and how to avoid them.
    - LDC #89: Automating Other Applications Through Legato Part 2 - Novaworks Weblog
      This blog will discuss how to use Legato's improved OLE automation functionality through a small example of controlling Microsoft Office.
    - LDC #85: Math Functions in Legato - Novaworks Weblog
      This week's blog covers creating a simple calculator using Legato. Legato offers a wide variety of math functions that we can use to program the calculator.
    - LDC #81: Automating Other Applications Through Legato - Novaworks Weblog
      A discussion of OLE automation using Legato. Legato offers automation for Internet Explorer and other OLE compatible applications.
    - LDC #77: Hash It Out - Novaworks Weblog
      This week we are going to discuss hashing and how you can write one using Legato. Simply put, a hashing function takes arbitrary sized data and maps it to fixed size in a deterministic manner.
    - LDC #69: Running in the Background - Novaworks Weblog
      This week's blog is a discussion of background threads in legato with a sample script that showcases their use.
    - LDC #62: Too Many Links and Not Enough Time - Novaworks Weblog
      This week we will use Legato and it's SGML parsing to follow all the links on a website and download files as it goes.
    - LDC #60: Messy Code? No problem! - Novaworks Weblog
      Using Legato's advanced SGML parsing capabilities we can make a script to clean up HTML code making it easier to read.
    - LDC #46: Persistence... Do you have what it takes? - Novaworks Weblog
      This week's discussion is about persistent data and how you can use it to make robust scripts that integrate seamlessly into the end user experience.
    - LDC #27: Automatically Changing the EDGAR Preferences Part 2 - Novaworks Weblog
      Using the script from last week, in this blog we will discuss how to secure private information as well as talk about security considerations when scripting.
    - LDC #26: Automatically Changing the EDGAR Preferences Part 1 - Novaworks Weblog
      This first part will discuss how to change the EDGAR Preferences in Legato and show an example script to change the Filing Agent credentials automatically when a project is opened.
    - Legato Developers Corner #18: Regular Expressions and Legato - Novaworks Weblog
      A discussion of regular expressions in Legato and how to employ them in your scripts to add robust field validation as well as patterned string replacements.
    - LDC #84: Dialog Boxes Part III — List Boxes - Novaworks Weblog
      Allowing the user to select items or review lists of data is fundamental to many interfaces. In this blog, I will cover the "listbox" common control, one of many methods of presenting and managing lists of data.
    - LDC #96: Data Compression - Part I - Novaworks Weblog
      This article is the first in a series about data compression and the tools available within Legato.
    - LDC #88: Dialog Boxes Part IV — Combo Boxes - Novaworks Weblog
      Combo boxes, as the name implies, combine the functionality of an edit control with that of a list box. In this article we will look at the functionality of combo boxes and explore their implementations.
    - LDC #80: Dialog Boxes Part II — A Simple Dialog Box - Novaworks Weblog
      In the article, we'll dive into three dialog procedures of Legato and some common controls employed in a simple survey program.
    - LDC #76: Introduction to Dialog Boxes - Novaworks Weblog
      This week's article will introduce dialog boxes for Legato and teach the fundamentals about using them within Legato scripts.
    - LDC #72: Get Crack'n - Working with URIs - Novaworks Weblog
      From within a Legato script one may find the need to either build a URI query or perhaps take one apart. In this post we will explore how URIs work and how to work with them within Legato.
    - LDC #66: CSV - The Simplest Data Format - Novaworks Weblog
      Learn how to handle and process CSV data using Legato.
    - LDC #59: The Program Before the Program - Novaworks Weblog
      In this article we will explore three of the commonly used program directives and discuss how they can be used with Legato.
    - LDC #53: Translate Post Process - Novaworks Weblog
      The TranslateSetPostProcessHook function in Legato can automate certain aspects of the EDGAR conversion process.
    - LDC #44: Mapped Text Objects: Power in Editing Text - Novaworks Weblog
      A discussion of Legato's Mapped Text Object and how it can be used to randomly access text files within the scripting language.
    - Styles Come and Go; Consistency Is Timeless - Novaworks Weblog
      The XBRL US Taxonomy Style Guide is about building clear, transparent, understandable standards that result in predictable communication.
    - LDC #35: Accessing Text Files - Novaworks Weblog
      Legato offers a spread of low to high level functions for file access. This article explores various methods of manipulating file data.
    - LDC #21: Understanding and Processing Errors - Novaworks Weblog
      Learn about programming error codes and error processing in Legato.
    - LDC #20: Running a Script From a Command-Line - Novaworks Weblog
      Learn how to run and control GoFiler directly from a command prompt or shell execute.
    - Legato Developers Corner #15: String Testing and Translation - Novaworks Weblog
      This week we will be covering scanning, testing, and some functions for manipulating textual string data.
    - LDC #143: Table Mapping Tools - Novaworks Weblog
      Working with text inside of tables when looking at HTML code can sometimes be a daunting task. Looking at rows of code that are rows and columns can be difficult, especially when trying to write a script to read text from within a table. Keeping track of what row and cell you are in sometimes can feel like an entire script in itself. Luckily for us we have a number of functions in Legato that can allow us to read data from a table as though we were looking at a spreadsheet. This means that we can focus on developing tools to focus on aggregating the data itself rather than reinventing the wheel every time that we want to retrieve data from a table.
    - LDC #140: Using Legato to Ease the Creation of 8-K Cover Pages: Part 2 - Novaworks Weblog
      This week we are going to move forward with our creation of a tool to allow us to fill out a Form 8-K cover page. Last blog we started our process by creating a script that showed how to use the HTML templates to create a custom template that runs a Legato script. This week we are going to expand on that concept, redesigning the script to be able to work with multiple form types and adding in the ability to add expandable lists into each form.
    - LDC #138: Using Legato to Ease the Creation of 8-K Cover Pages - Novaworks Weblog
      The SEC recently updated the requirements for what information should be included on a number of the cover pages for their forms. GoFiler already has templates for a lot of common forms like the 8-K, 10-Q, and 10-K, but I had an idea that would eventually make creating these cover pages even easier than they already are by putting the power of Legato to work. The current templates simply create a blank cover page with empty areas to enter data in the Page View edit window. My script will prompt the user to provide the information in a simple form when they create the document and automatically place that data on the cover page.
    - LDC #131: Building a Section 16 Data Scraper, Part 4: Dialog - Novaworks Weblog
      It?s time to finish up our full script for our Section 16 data scraper. In the first three parts of this series we completed a base script that would go out to the SEC?s website, download all of the filings from a particular CIK, cache all of the Section 16 filings, find all of the reported transactions, put those transactions into a CSV file, and then read all of those transactions and figure out which of those transactions are current holdings. This week we are going to finish up by creating a dialog and adding our script functionality into the dialog.
    - LDC #129: Building a Section 16 Data Scraper, Part 3: Analysis - Novaworks Weblog
      It's time to finish up our base script for our Section 16 data scraper. In the first two parts of this series we started a script that would go out to the SEC's website, download all of the filings from a particular CIK, cache all of the Section 16 filings, find all of the reported transactions, and put those transactions into a CSV file. This week we are going to finish up the base functionality by reading through all of the transactions and finding the current holdings. Additionally we are going to perform a large amount of refactoring as well as add in the functionality to look at reported holdings.
    - LDC #122: Building a Section 16 Data Scraper, Part 2: Aggregation - Novaworks Weblog
      A few weeks ago we started building a Section 16 Data Scraper with the intention of a user being able to enter a CIK and Legato downloading all of the CIK’s Section 16 filings, putting the data together into a spreadsheet, and then being able to start a Section 16 filing by using that data as an entry point. At the end of the last post we had a script that would go out and download all of a singular CIK’s filings. It would also cache any filings it saw so that we were only downloading each individual filing once. This week we are going to continue onward and code a system to scrape useful data out of the filings and put it together into a CSV file.
    - LDC #117: Building a Section 16 Data Scraper, Part 1: Collection - Novaworks Weblog
      If you are not familiar with the term Section 16, Section 16 is a section of the Securities Exchange Act of 1934. In fact, it is section 16 of the act. Section 16 is a way to attempt to mitigate insider trading at companies. It states that any person who is a director of the company, an officer of the company, or a 10% or more beneficial owner, directly or indirectly, they must file Forms 3, 4, and 5. These forms report the level of equity interests whenever a significant change occurs. The terms that you will see referenced here are reporting owner, who is the person of interest here, and issuer, who is the company that in which the reporting owner has equity.
    - LDC #111: Back To The Log - Novaworks Weblog
      About a year ago I wrote a blog with the basics of how logs work with GoFiler and Legato. At the end I mentioned that in a future blog post we would talk more about what you can do with log objects. Today we are going to do just that. This blog assumes that you have read the previous blog and understand the basics of the log object.
    - LDC #61: Logging: Leaving Your Mark - Novaworks Weblog
      Today we're going to talk about logs. Logs are a convenient method of keeping and relaying data.
    - LDC #107: All Our Filings In a Row - Novaworks Weblog
      Learn how to use Legato to export the EDGAR filings you have submitted via GoFiler to a CSV list.
    - LDC #104: Copy All the Things - An Example of Recursion - Novaworks Weblog
      I got tired of manually copying and pasting folders, so I wrote a script to help make moving large amounts of files and folders easier.
    - LDC #98: Conditionals, If You Want Me To - Novaworks Weblog
      Language directives allow you to change the code the programming language sees when it runs
    - Legato Developers Corner #1: Welcome - Novaworks Weblog
      Welcome to the Legato Developers Corner! This is a weekly blog designed to help developers use Legato to customize GoFiler to their specific needs.
    - Legato Developers Corner #2: Adding a Custom Menu Item - Novaworks Weblog
      This week in our Legato Developers Corner, we’re going to be looking at a small script that allows you to add an option to the GoFiler Extensions Tools menu.
    - Legato Developers Corner #10: Hooking Functions to Application Startup - Novaworks Weblog
      The AddFrameInitializeFunction hook runs a script on application startup. This lets you customize what functions GoFiler runs automatically when it starts.
    - Legato Developers Corner #19: Message Boxes - Novaworks Weblog
      Whenever you are writing a script, getting information to and from users is always a very important (and often complicated) part. There needs to be a way to notify the user that something has happened or to ask a user a simple question. Legato provides a basic interface for performing these tasks using message boxes
    - Legato Developers Corner #12: Understanding Strings - Novaworks Weblog
      One of the design goals of Legato was to make it easy for programmers to process and manage textual information. To that end, there are hundreds of string functions in Legato that simplify parsing and manipulating text.
    - Legato Developers Corner #14: Processing Parameters with Strings and Arrays - Novaworks Weblog
      This week we will be examining how to use SDK functions to read and write structured parameter-value pairs and how they can be used to access information from menu functions.
    - LDC #49: Making Scripts Stand Out With Image Icons - Novaworks Weblog
      Using Legato to add image icons to hooked menu functions
    - LDC #38: Save and Open Dialogs - Novaworks Weblog
      This week we're going to talk about using save and open file dialogs with Legato. We're going to go into detail about what you can do to personalize these dialogs.
    - Legato Developers Corner #6: Basic SGML Parsing - Novaworks Weblog
      Legato contains word parsing and full SGML parsing. This week's blog is an examination of SGML parsing with two simple scripts.
    - Legato Developers Corner #8: ODBC Connectors - Novaworks Weblog
      One of the most powerful tools in Legato is the ability to utilize an ODBC Connector to pull information from a database.
    - Legato Developers Corner #9: Using an ODBC Connector - Novaworks Weblog
      Last week we went over ODBC connectors and how to set one up to interface between Legato and a database or data source. This week we’ll explore how to gather data from a data source and access it in Legato.
    - Legato Developers Corner #11: Sending Email With Legato - Novaworks Weblog
      While writing Legato scripts, a common task is to alert a user or list of users about an action taking place. One of the best ways to do this is through sending an email. Legato has a very handy built-in function EmailSendMessage, that can do this for you with very little effort. Below is a basic script that shows how you can send an email.
    - Legato Developers Corner #16: What Time Is It? Date and Time Functions - Novaworks Weblog
      Legato has several functions to help manage displaying and tracking time. It might be very useful to know, for example, how long has it been since the last action was performed.
    - Legato Developers Corner #13: Exploding Strings and Files - Novaworks Weblog
      Legato features both implode and explode functions that allow strings to be created from or turned into arrays of strings.
    - LDC #22: Working with Path Functions - Novaworks Weblog
      Legato provides several very useful functions to break down a file path, add paths together, and just generally improve how you deal with paths.
    - LDC #77: Hash It Out - Novaworks Weblog
      This week we are going to discuss hashing and how you can write one using Legato. Simply put, a hashing function takes arbitrary sized data and maps it to fixed size in a deterministic manner.
    - LDC #29: Collaboration Tools and Legato - Novaworks Weblog
      This week's discussion is a look into the collaboration tools of GoFiler and using those tools in Legato.
    - LDC #40: Edit Objects - Novaworks Weblog
      Today we're going to be talking about Edit Objects and how to work with Edit Objects using Legato
    - LDC #45: Administrative Rights - Novaworks Weblog
      One of the challenges of developing software in a Windows environment is dealing with user permissions
    - LDC #52: How to Make Your Script Secure - Novaworks Weblog
      Legato is a tool that allows you as a developer to do almost anything you want. Sometimes we only want scripts to be run by certain people.
    - LDC #56: Editing CSS Properties With Legato - Novaworks Weblog
      Use Legato to edit the CSS properties of a selected block tag in HTML
    - LDC #57: More CSS Property Editing With Legato - Novaworks Weblog
      Use Legato to read, parse, convert, and edit the CSS properties of a paragraph tag in HTML.
    - LDC #65: It's Almost The New Year - Novaworks Weblog
      Almost Time For New Year New Adventures New Beginnings
    - LDC #136: Using Legato to Automate Document Conversion - Novaworks Weblog
      One of the most important features of GoFiler is the ability to take Microsoft Office documents and turn them into EDGAR compliant documents that can be filed to the SEC. While conversion is easy to do manually in GoFiler, there is a function in Legato that can add a crucial step into an automated set of steps that can help make setting up filings a breeze. Today I will go in-depth on this function: ConvertFile
    - Legato Developers Corner #17: Random Numbers - Novaworks Weblog
      A look at the random number functions in Legato to create a real world, usable Legato script to aid in that daily, ever present quandary of what to order for lunch.
    - LDC #23: Using Advanced SGML Parsing On the 13H Broker-Dealer List - Novaworks Weblog
      This is a fairly simple example, showing how you can break down a document using the SGML parser, stop on tags of interest, test to see what type of thing you’re looking at, and dump relevant information to a log file.
    - LDC #42: Unregistering and Changing Software Keys - Novaworks Weblog
      Write a script to automate unregistering GoFiler, and re-registering the application with a different software key.
    - LDC #63: Promoting Underlines To Table Cells - Novaworks Weblog
      Use Legato to edit the CSS properties of table cells and borders to move underlines to table cells from paragraphs.
    - LDC #70: Removing All Selected Hyperlinks - Novaworks Weblog
      Client Request Remove All Hyperlinks In Selection
    - LDC #71: Validating With The XBRL Object - Novaworks Weblog
      Use the XBRL Object to add an extra layer of validation to the XBRL Validate function.
    - LDC #31: XBRL Merger, Part 1 - Novaworks Weblog
      One feature GoFiler doesn’t have natively is the ability to have multiple currency types for a single fact in XBRL. Well, we can add support for that using Legato! The new functionality will be achieved by combining two different XFR files.
    - LDC #32: XBRL Merger, Part 2 - Novaworks Weblog
      The previous post covered how to prompt the user for a pair of files, checked to make sure those files were valid XFR files that we could actually access, and finally made sure that they weren't the same files. This week we're taking it a step further by opening the files (or switching to them if they are already open), exporting them to new directories, and comparing the contents of these directories.
    - LDC #33: XBRL Merger, Part 3 - Novaworks Weblog
      This week, we?ll take it another step further by adding in the ability to read the XBRL instance files into data structures, add some debug information, and add a progress bar to the run function.
    - LDC #34: XBRL Merger, Part 4 - Novaworks Weblog
      In this last entry, we will be taking everything we have written so far and adding to it a couple of new functions to allow us to take two separate XFR files and merge the instance files together into a single file.
    - LDC #36: Automated Test Filing XBRL, Part 1 - Novaworks Weblog
      Part 1 of 2 in a Legato Script to automate test filing of XBRL documents to the SEC
    - LDC #37: Automated Test Filing XBRL, Part 2 - Novaworks Weblog
      Part 2 of 2 in a Legato Script to automate test filing of XBRL documents to the SEC

Last updated: 2024, May 20 03:05:39 Total pages: 10000 www.novaworkssoftware.com Homepage

Last updated: 2024, May 20 03:05:39
Total pages: 10000 www.novaworkssoftware.com Homepage