Items tagged with "SEC filers"

Newsletter for the Reporting Standard of Business and Government

Happy New Year! 2023 will be an especially important year for data standards and XBRL. The Financial Data Transparency Act (FDTA) was just signed into law. The rapid expansion of XBRL requirements for SEC corporate and investment management companies is placing greater demands on our members and on the Commission itself. And there’s a groundswell […more]

Solutions to Common Issues in XBRL Preparation

3:00 PM ET Tuesday, February 7, 2023
XBRL US Webinar
Register for Free Webinar

Corporate issuers submitting their financials to the Securities and Exchange Commission (SEC) are faced with many choices when working with the XBRL US GAAP Taxonomy. Attend this session to learn how to navigate the taxonomy and successfully produce high-quality XBRL-formatted financials. Find out about resources available from the SEC, the Financial Accounting Standards Board (FASB) […more]

SEC Adopts Insider Trading & Related Disclosures Final Rule with XBRL Requirements

The Securities and Exchange Commission (SEC) published to the Federal Register the final rule on Insider Trading Arrangements and Related Disclosures, which calls for new disclosure requirements regarding insider trading policies and procedures, as well as amendments to disclosure requirements for director and executive compensation. The rule requires that the new disclosure Items 402(x), 408(a) […more]

SEC Adopts Enhanced Proxy Vote Reporting Rule with Custom XML Requirements

The Securities and Exchange Commission (SEC) published a final rule for Enhanced Reporting of Proxy Votes by Registered Management Investment Companies; Reporting of Executive Compensation Votes by Institutional Investment Managers. This rule adopts amendments to Form N-PX and requires Form N-PX to be prepared in a custom XML schema. XBRL US had submitted a comment […more]

SEC Re-Opens Executive Compensation Disclosure (ECD) Taxonomy Comment Period

The Securities and Exchange Commission (SEC) has reopened the comment period for the draft Executive Compensation Disclosure (ECD) Taxonomy which has now been updated to reference the 2023 version of the 2023 US GAAP Taxonomy. Comments must be submitted by February 17, 2023 to and include “Draft 2023 ECD Taxonomy” in the subject header. […more]

2023 US GAAP Financial, SEC Reporting and DQC Rules Taxonomies

The 2023 GAAP Financial Reporting Taxonomy (GRT) contains updates for accounting standards, Data Quality Committee Rules and other improvements since the 2022 Taxonomy as used by issuers filing with the U.S. Securities and Exchange Commission (SEC).

FASB Publishes FASB Taxonomies for 2023

The Financial Accounting Standards Board (FASB) today announced the availability of the 2023 GAAP Financial Reporting Taxonomy (GRT) and the 2023 SEC Reporting Taxonomy (SRT) (collectively referred to as the “GAAP Taxonomy”). The FASB also is making available the 2023 DQC Rules Taxonomy (DQCRT), which together with the GAAP Taxonomy, are collectively referred to as the “FASB Taxonomies.” The 2023 GRT […more]

SEC Upgrades EDGAR to Release 22.4

The Securities and Exchange Commission (SEC) announced that they had upgraded the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system to Release 22.4 which now supports the 2022Q4 version of the Executive Compensation Disclosure (ECD) and Document and Entity Information (DEI) taxonomies. These taxonomies provide the elements for tagging disclosures related to the Commission releases […more]

Digitizing Environmental Social Governance (ESG) Disclosures

1:00 PM ET Thursday, February 2, 2023
XBRL US Webinar
Register for Free Webinar

International investors with global portfolios are increasingly calling for reliable, consistently reported data from companies on climate and other ESG matters. Regulators and standard setters are turning to XBRL as the appropriate data standard to render ESG data fully machine-readable and searchable. Attend this 60-minute session to learn about the benefits of ESG digitization and […more]

November 2022 Newsletter

November, 2022 XBRL US Data Quality Committee (DQC) 20th Rule Set includes rules for Business Development Companies (BDC) and public companies. BDCs have just begun reporting financials in XBRL format for the first time this year, and the DQC is now preparing rules to help these new filers identify potential issues before their financials are […more]