Updates

From the News from the SEC's Office of Structured Disclosure

• Proposed Update to 2020 U.S. GAAP Financial Reporting Taxonomy—Codification Improvements to Topic 326, Financial Instruments—Credit Losses - July 10, 2019
• IFRS Taxonomy Preparer's Guide - July 10, 2019
• Trend Analysis on Custom Tag Rates in XBRL Exhibits Submitted from 2016 to 2018 - June 28, 2019
• XBRL Taxonomy Update, June 11, 2019 - June 11, 2019
• Exchange Transaction Fee Summary Schema for NMS Stocks, May 30, 2019 - May 30, 2019

From the Federal Register

• Form CRS Relationship Summary; Amendments to Form ADV - July 12, 2019
• Auditor Independence With Respect to Certain Loans or Debtor-Creditor Relationships - July 5, 2019
• Adoption of Updated EDGAR Filer Manual - July 1, 2019
• Revisions to the Filing Process for Commission Forms - June 27, 2019
• Commission Information Collection Activities (FERC Form No. 60, FERC-61, and FERC-555A); Comment Request - May 30, 2019

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The latest for SEC Filers

News Item

analystsSEC filers

Posted Thursday, June 20, 2019

Navigating New Developments in Financial Reporting

According to a report from the Financial Reporting Council’s Financial Reporting Lab (PDF), XBRL (eXtensible Business Reporting Language) will play a central role in the movement toward the digitalization of corporate reporting. And with regulators in over 60 countries using XBRL for corporate reporting, I agree with the report’s recommendation that regulators, companies and investors […more]

News Item

analystsSEC filers

Posted Wednesday, June 19, 2019

SEC News from Novaworks Software

Posted this month: SEC Requests Public Comment on Ways to Improve the Exempt Offering Framework SEC Updates List of Firms Using Inaccurate Information to Solicit Investors Updated Application for First-time EDGAR Filers’ Form ID SEC Enhances Protections and Preserves Choice for Retail Investors Notice Regarding EDGAR Password Expiration Date SEC Releases EDGAR 19.2

News Item

crowdfundingstandards

Posted Tuesday, June 18, 2019

SEC Publishes Concept Release to Harmonize Exempt Offerings

The SEC published a concept release on ways to ways to simplify, harmonize, and improve the exempt offering framework to expand investment opportunities while maintaining appropriate investor protections and to promote capital formation. One of the goals of the Commission is to facilitate a company’s ability to transition from one offering to another or to […more]

Event

CPESEC filerstraining

Event date - Wednesday, June 26, 2019

FAST Act Compliance: Cover Page Tagging for SEC Filers

Attend this one-hour session for a review of the SEC’s FAST Act rule which requires XBRL cover page tagging for Forms 10-Q, 10-K, 8-K, 20-F and 40-F.

Page

mutual fundSEC filers

Posted Wednesday, June 12, 2019

Q&A: Funds and Inline XBRL

Responses to these questions were developed through an informal discussion with staff from the U.S. Securities and Exchange Commission. Question: What is the Commission’s position on data points in bar charts? We assume that would require hidden facts such as DEI information. Today the risk/return summary charts must be tagged in table format in the […more]