Posted on Thursday, June 30, 2022

The Securities and Exchange Commission (SEC) published their Agency Rule List – Spring 2022 which covers rules in final and proposed stage. Final Action dates noted for certain rules important to XBRL providers include:

 

Share Repurchase Disclosure Modernization Oct 2022
Shortening the Securities Transaction Settlement Cycle Oct 2022
Pay versus Performance Oct 2022
Erroneously Awarded Compensation Reissued Oct 2022
Money Market Reforms Oct 2022
The Enhancement and Standardization of Climate-Related Disclosures for Investors Oct 2022
Cybersecurity Risk Management for Investment Advisors, Registered Investment Companies, and Business Development Companies April 2023
Cybersecurity Risk Management, Strategy, Governance and Incident Disclosure April 2023
Rule 10b5-1 and Insider Trading April 2023
Modernization of Beneficial Ownership Reporting April 2023
Short Position and Short Activity Reporting by Institutional Investment Managers April 2023

 

 



Upcoming XBRL US Events

FDTA: Entity and Security Identifiers
Thursday, March 28, 2024

Domain Steering Committee Meeting
Tuesday, April 16, 2024

Communications & Services Steering Committee Meeting
Tuesday, April 16, 2024

Webinar: SEC Rule – Tailored Shareholder Reports for Mutual Funds and ETFs
Wednesday, May 15, 2024