500+ Proxy statements contain up to multi-million dollar XBRL tagging errors A recent review of the 2024 filed Pay versus Performance proxy disclosures has uncovered an alarming number of filings containing... Shelly Wavrin - Advisor, XBRL Consulting Services May 16, 2024
Trends in unifying design, content and messaging: proxy, annual report & ESG With the increased focus on company ESG disclosures from the market and SEC, companies are working to ensure they are... Linda Cameron September 21, 2023
New N-PX reporting requirements for 13F filers (Institutional Investment Managers) Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds.... Jennifer Froberg - Sr SEC Product Specialist September 5, 2023
2023 proxy lessons from investors and how companies are preparing for 2024 Join our expert panel as they discuss trends from the 2023 proxy season, including what institutional investors are saying and... Linda Cameron August 25, 2023
The SEC modernizes Form N-PX to require Mutual Funds to report proxy votes in XML Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds.... Jennifer Froberg - Sr SEC Product Specialist August 11, 2023
SEC filing form types: 7 SEC forms you should know Although there are dozens and dozens of forms and schedules listed by the SEC, when it comes to Capital Markets... Toppan Merrill January 18, 2023