iXBRL

The impact of SEC rulemaking on Business Development Companies

In March 2020, the SEC adopted rules modernizing disclosure and the offering process for Closed-End Funds (CEF) and Business Development...

Guy Stanzione - Director, SEC Compliance Services

August 21, 2024

Innovation with purpose: How Bridge saves you more time and effort

Toppan Merrill Bridge continues to deliver the most intuitive and efficient workflow for external reporting professionals, freeing teams to prepare...

Chase Bongirno - Director of Product Management

July 16, 2024

The Ultimate Guide to Tailored Shareholder Reports

Tailored shareholder reports (TSR) are required by the SEC in an attempt to modernize shareholder communications. The SEC will require...

Guy Stanzione - Director, SEC Compliance Services

July 9, 2024

SEC FAQs: Compliance date and Inline XBRL issues

With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to...

Guy Stanzione - Director, SEC Compliance Services

June 24, 2024

SEC modernizes cybersecurity reporting for public companies: Inline XBRL overview

The SEC adopted a new cybersecurity reporting rule affecting domestic and foreign private issuers. Issuers will be required to iXBRL...

Jennifer Froberg - Sr SEC Product Specialist

November 7, 2023

Modernization of filing fee disclosures – preparing for iXBRL Beta testing in October 2023

On June 16, 2023, the SEC announced the next stage of the rule implementation: an EDGAR filing fee Beta testing...

Jennifer Froberg - Sr SEC Product Specialist

June 27, 2023

Important Topics Related to Insider Trading Disclosure and iXBRL Tagging

The SEC continues their focus on effective corporate governance and transparent executive compensation disclosure with the adoption of the Insider Trading...

Jennifer Froberg - Sr SEC Product Specialist

June 19, 2023

How the new SEC Tailored Shareholder Report rule impacts your EDGAR filing

The SEC has been focusing on digitally transforming and modernizing all aspects of fund operations for many years. Changes like...

Guy Stanzione - Director, SEC Compliance Services

May 10, 2023

Tailored Shareholder Reports: Managing the SEC website hosting requirements

In recent years the SEC has been focused on modernization and digital transformation, with the goals of:  1. Transparency and...

Guy Stanzione - Director, SEC Compliance Services

May 2, 2023

SEC mandates iXBRL tagging of actively sold variable products. The compliance requirement details.

Effective Jan. 1, 2023, Variable Product issuers of actively sold contracts are now required to file registration statements and definitive...

Guy Stanzione - Director, SEC Compliance Services

February 13, 2023