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Guy Stanzione, Compliance Services Director, Toppan Merrill | March 16, 2023

Tailored Shareholder Reports: 6 things to consider before your first filing

In January 2023, the U.S. Securities and Exchange Commission (SEC) finalized new rules and amendments related to how mutual fund and ETF (exchange-traded fund) ...

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Jennifer Froberg, Senior Product Specialist, Toppan Merrill | March 15, 2023

Rule 10b5-1, Insider Trading: Form 4 and 5 disclosure changes and Form 144 deadline extended

Insider Trading Arrangements and Related Disclosures, a new SEC rule, implements cooling-off periods for directors and officers to minimize potentially ...

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Bryan Cave Leighton Paisner | March 03, 2023

Guidance from the SEC for new Pay versus Performance tables

What happened The SEC staff recently issued 15 interpretations (see Sections 128D and 228D) relating to its new Pay versus Performance (PvP) rules.

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Perkins Coie | February 27, 2023

The Coming Cybersecurity/Climate Disclosure Rules: Time to Reevaluate Your Disclosure Controls?

With the SEC’s final cybersecurity and climate disclosure rules just around the bend, and with increased scrutiny of disclosure already required under current ...

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Pearl Meyer | February 24, 2023

Decoding the SEC's Updates on Pay Versus Performance Rules

Many issues remain open for imminent filers Final Pay Versus Performance (PVP) disclosure rules were published nearly six months ago leaving many advisors and ...

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Bartek Czajka, Toppan Merrill | February 23, 2023

ESEF iXBRL Block Tagging is Here. What Does That Mean for You?

After implementing iXBRL tagging of face financials last year as part of the initial requirements of the ESMA ESEF mandate, we are now at the final phase-in ...

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