Tuesday, September 19. 2023

EDGAR Upgraded to Support 2023 Share Repurchase (SHR) Taxonomy

On September 18, 2023, the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system was updated to Release 23.3. EDGAR now supports the Share Repurchase (SHR) taxonomy which provides the elements for tagging disclosures associated with the SEC’s final rule on Share Repurchase Disclosure Modernization. Continue reading "EDGAR Upgraded to Support 2023 Share Repurchase..." »
Posted by
LeAnn Dey
in EDGAR News, SEC, XBRL at 17:21

Monday, September 18. 2023

New Release (5.20a) for the GoFiler Family of Products

Version 5.20a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 23.3 and contains new Form F-SR, changes to Form N-CEN, the new SHR XBRL reporting taxonomy, and other improvements and corrections. Continue reading "New Release (5.20a) for the GoFiler Family of..." »
Posted by
Administrator
in GoFiler Updates, SEC at 17:49

EDGAR Release 23.3

On September 18th, 2023, the SEC updated its EDGAR System to Release 23.3. This release includes the new SHR XBRL taxonomy, the new XML version of Form N-CR, and other important changes. Continue reading "EDGAR Release 23.3" »
Posted by
LeAnn Dey
in EDGAR News, SEC at 17:00

SEC Staff to Hold Investor Advisory Committee Meeting

The SEC’s Investor Advisory Committee will hold an open meeting via webcast on sec.gov that will take place on Thursday, September 21, 2023, at 10:00 a.m. ET. The meeting is free and open for the public to attend. It will cover committee matters, including topics pertaining to Regulation D and swing pricing. {expires: 2023-09-22} Continue reading "SEC Staff to Hold Investor Advisory Committee..." »
Posted by
LeAnn Dey
in Events, SEC at 12:51

Thursday, September 14. 2023

SEC’s EDGAR Business Office to Present Demo on EDGAR Next Beta

The SEC’s EDGAR Business Office will host a webinar that will include an overview of the EDGAR Next proposing Beta and a presentation of the functionality contained in the potential technical updates to EDGAR. The webinar will take place on Tuesday, September 19, 2023, from 12:00 p.m. to 1:00 p.m. ET. The webinar is free and open for the public to attend. {expires: 2023-09-20} Continue reading "SEC’s EDGAR Business Office to Present Demo on..." »
Posted by
LeAnn Dey
in EDGAR News, Events, SEC, SEC Filing Help at 17:41

SEC Announces Interactive Data Test Suite Update, Solicits Feedback

On September 12th, the SEC released the Interactive Data Test Suite Update 67d-230901. Filers may view an overview of the updates by accessing the Change Log in the final section of the summary file. The SEC has made the public test suite available to assist filers who are using software to validate interactive data prior to its submission to the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. Continue reading "SEC Announces Interactive Data Test Suite..." »
Posted by
LeAnn Dey
in EDGAR News, SEC at 16:44

SEC Publishes Rule Proposal to Enhance EDGAR Filer Access and Account Management, Announces Beta Testing

The SEC has announced that it is proposing rule and form amendments to improve filer access and account management on the SEC’s Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) connected to potential technical updates to EDGAR (collectively referred to as “EDGAR Next”). Continue reading "SEC Publishes Rule Proposal to Enhance EDGAR..." »
Posted by
LeAnn Dey
in EDGAR News, SEC, SEC Filing Help at 13:55

SEC’s Division of Investment Management to Hold Open Meeting

The SEC’s Division of Investment Management will hold an open meeting via webcast on sec.gov that will take place on Wednesday, September 20, 2023, at 10:00 a.m. ET. The meeting is free, open for the public to attend, and will address issues relating to misleading investment disclosures, among other topics. {expires: 2023-09-21} Continue reading "SEC’s Division of Investment Management to Hold..." »
Posted by
LeAnn Dey
in Events, Investment Management, Investor Education, SEC at 12:51

SEC Publishes Sample Letter to Companies Regarding XBRL Disclosures

On September 7th, the SEC’s Division of Corporation Finance indicated it may begin issuing comment letters to issuers concerning their XBRL disclosure documents. The Division has released a sample letter that a company may receive from the SEC once a company’s submitted filing is reviewed. The letter directs the issuer to revise or update their disclosure and respond to the SEC’s comments. Continue reading "SEC Publishes Sample Letter to Companies..." »
Posted by
LeAnn Dey
in SEC, SEC Filing Help, XBRL at 09:28

Wednesday, September 13. 2023

SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting

The SEC’s Small Business Capital Formation Advisory Committee will hold an open meeting via webcast on sec.gov to discuss matters concerning rules and regulations affecting small and emerging businesses and their investors under the federal securities laws. The meeting will take place on Tuesday, September 19, 2023, at 10:00 a.m. ET and is free and open for the public to attend. {expires: 2023-09-20} Continue reading "SEC’s Small Business Capital Formation Advisory..." »
Posted by
LeAnn Dey
in Events, SEC at 07:17

Monday, September 11. 2023

Enhanced Reporting of Proxy Votes Form N-PX

Changes to Form N-PX were finalized by the SEC on July 23, 2014, and will become effective on July 1, 2024. The changes to Form N-PX include a major modernization in how the form will be reported to the SEC. After July 1, 2024, managers and funds will be required to file their first reports on amended Form N-PX by August 31, 2024 (with these reports covering the period of July 1, 2023, to June 30, 2024) in a structured XML format. Continue reading "Enhanced Reporting of Proxy Votes Form N-PX" »
Posted by
Administrator
in SEC Filing Help at 10:00

Form N-PX Now Available on GoFiler Online

GoFiler Online has been updated to version 2.10a, which includes the new XML format of Form N-PX. Changes to Form N-PX will become effective on July 1, 2024 and include a major modernization in how the form will be reported to the SEC. Users can preview and test the new form at www.gofiler.online. Continue reading "Form N-PX Now Available on GoFiler Online" »
Posted by
Administrator
in GoFiler Online Updates, SEC Filing Help at 09:45

FASB Publishes Technical and Other Improvements for 2024 SEC Reporting Taxonomy

The Financial Accounting Standards Board (FASB) staff has released proposed technical and other conforming enhancements for the 2024 SEC Reporting Taxonomy and the related release notes for public review and comment. The proposed taxonomy enhancements include new elements related to disclosures about share repurchase programs and insurance and modified references changes which comprise a range of topics as part of the FASB staff's ongoing efforts to maintain current references for all of the elements. Continue reading "FASB Publishes Technical and Other Improvements..." »
Posted by
LeAnn Dey
in FASB News, SEC, SEC Filing Help, XBRL at 07:00

Friday, September 08. 2023

SEC Publishes 2024 Draft Taxonomies

The SEC released drafts of the 2024 updates to its reporting taxonomies on September 7th, including updates within the annual review and update process for all SEC taxonomies accepted in the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. The Draft 2024 Release Notes provide more information related to specific changes in the 2024 update. Continue reading "SEC Publishes 2024 Draft Taxonomies" »
Posted by
LeAnn Dey
in EDGAR News, SEC, XBRL at 16:36

Thursday, September 07. 2023

SEC Adopts Funding Amendment to National Market System Plan Governing the Consolidated Audit Trail

On September 6th, the SEC voted to approve an amendment to the National Market System Plan (NMS Plan) that regulates the Consolidated Audit Trail (CAT) (CAT NMS Plan). The amendment introduces an updated funding model (Executed Share Model) for the CAT and establishes a fee schedule for CAT fees for the self-regulatory organizations that are participants to the CAT NMS Plan under the Executed Share Model. Continue reading "SEC Adopts Funding Amendment to National Market..." »
Posted by
LeAnn Dey
in SEC at 10:58
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