SEC Announced Open Data Access Enhancements

The Securities and Exchange Commission (SEC) made an announcement today concerning enhancements to open data access including a new API that allows users to aggregate XBRL financial data. Read the release. Access the documentation.


FERC Adopts Identifier Requirement, Does Not Mandate Single Identifier

The Federal Energy Regulatory Commission (FERC) adopted final revisions to their proposal, Data Collection for Analytics and Surveillance and Market-Based Rate Purposes to collect additional data from certain market-based sellers with ultimate upstream affiliates that have been granted blanket authorization to acquire the securities of those sellers or those sellers’ upstream affiliates. XBRL US submitted […more]


SEC Request for Comment on S-1 Data Collection

On August 9, the Securities and Exchange Commission (SEC) published to the Federal Register, a request to continue the current process for data collection of the Form S-1. Per the original 2009 SEC rule mandating XBRL for public companies: Interactive data will be required as an exhibit to a Securities Act registration statement that contains […more]


SEC Publishes Regulatory Flexibility Agenda

The Securities and Exchange Commission published their Regulatory Flexibility Agenda to the Federal Register and is accepting comments concerning the agenda for a 30 day public review period set to end on August 30, 2021. The Agenda identifies rules that the agency expects to consider in the next 12 months that are likely to have […more]


SEC Chair Gensler Remarks on Climate and Global Financial Markets

The Securities and Exchange Commission published Chair Gary Gensler’s remarks given during the Principles for Responsible Investment “Climate and Global Financial Markets” webinar. His remarks provide some insight into what we might expect from the climate disclosure rule proposal that the SEC has indicated they will be publishing in October. Highlights from the speech that […more]


SEC Publishes Updated EDGAR Filer Manual

The Securities and Exchange Commission (SEC) has adopted the updated EDGAR Filer Manual, with an official publication date of July 28, 2021. Read the Final rule.  


Webinar: Inline XBRL for Mutual Funds

3:00 PM EDT Wednesday, August 18, 2021
XBRL US Webinar
Watch / listen to replay

Attend this one-hour session to what small fund groups need to do to comply with the SEC’s Inline XBRL requirements. Hear the SEC’s Division of Investment Management’s Branch Chief – Jacob Sandoval – on lessons learned from last year’s roll-out for large funds.


XBRL US Comment: Treasury Request on Coronavirus State & Local Fiscal Recovery Funds

XBRL US submitted a comment letter in response to U.S. Treasury’s Interim Final Rule to implement the Coronavirus State Fiscal Recovery Fund and the Coronavirus Local Fiscal Recovery Fund which were established under the American Rescue Plan Act (ARPA). ARPA provides $350 billion in emergency funding for eligible state, local, territorial, and Tribal governments to […more]


XBRL US DQC Public Exposure of 16th Rule Set for US GAAP Filers

XBRL US Data Quality Committee Public Exposure of 16th Rule Set for US GAAP Filers Shelly Wavrin of Toppan Merrill Named as Incoming Chair of the Committee The XBRL US Data Quality Committee (DQC) has published its 16th Rule Set for a 45-day public review and comment period, which closes on August 31, 2021. This […more]


Public Exposure for Comment – Data Quality Committee Rules

Thursday, July 15 - Tuesday, August 31, 2021
XBRL US Public Review
Read about rules and comment

The XBRL US Center for Data Quality kicked off its 16th public exposure period on July 15 and the comment period closes on August 31, 2021. The 45-day review period includes freely available, proposed rules. The Data Quality Committee seeks comment on eight new rules. Investors, analysts, public company accountants, data aggregators, tool and service […more]