How to navigate Forms 10-K, 10-Q, 20-F, 40-F, 8-K and 6-K
Understand the significance of Form 10-K, 10-Q, 20-F, 40-F, 8-K and 6-K, and how they shape the story of a...
iXBRL
Articles
iXBRL tagging of cybersecurity disclosures in SEC filings enhances transparency
In 2023, the SEC adopted a final rule requiring public companies to provide specific disclosures regarding their material cybersecurity incidents...
Jennifer Froberg - Sr SEC Product Specialist
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
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
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
SEC FAQs: TSR 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
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
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
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
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