Navigating the new SEC Form SHO: What every 13F filer needs to know
13F filers who meet specific requirements will need to report short positions to the SEC monthly, beginning in 2025, on...
Jennifer Froberg - Sr SEC Product SpecialistCorporate Compliance
Articles
Jennifer Froberg - Sr SEC Product Specialist
PCAOB spotlights and trends for internal controls
Elizabeth Epler Jones, Partner at AXIA Partners, shares an overview of the 2024 PCAOB inspection priorities for external audit firms,...
Elizabeth Epler Jones, CPA - Partner, AXIA Partners
Perspective from when airport systems went down and confusion unfolded. Life’s twists and turns can teach us valuable ADA lessons.
Understanding the importance of accessibility will help benefit your investors and customers. Learn how the airline's software malfunction can show...
Gary Iverson
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
7 Things to Do When You Change a Company’s Name (With the SEC & Otherwise)
In a blog posted on June 13, 2024, Ben Dale, from the law firm Perkins Coie, discusses 7 key factors...
What to know about the upcoming Resource Extraction filing requirements
Resource Extraction filings require oil, gas and mineral companies to report payments in standard XBRL format. Jennifer Froberg shares the...
Jennifer Froberg - Sr SEC Product Specialist
SEC filing fee tables: How to convert and accurately apply iXBRL tags
Beginning July 31, 2024, SEC large accelerated filers are required to submit filing fee data in iXBRL format, with all...
Theresa Jasper - Senior SEC Product Specialist
ESG, 10-K and Proxy report design: Solving consistency and content challenges
Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...
Mike Spelman
Karen Fisher
Common XBRL tagging issues in proxy statements
A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common...
Shelly Wavrin - Advisor, XBRL Consulting Services
What Fund Managers Need to Know About SEC Form N-PX
In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on...