On February 7th, the SEC provided a temporary exemption from both compliance with Rule 13f-2 under the Securities Exchange Act and reporting on Form SHO. As a result of the exemption, filings on initial Form SHO reports from institutional investment managers that meet or exceed certain specified thresholds will be due by February 17, 2026, for the January 2026 reporting period. The effective date for Rule 13f-2 and Form SHO was January 2, 2024, and the compliance date for the rule and form was January 2, 2025, with initial Form SHO filings originally due by February 14, 2025. Continue reading "SEC Announces Exemption From Exchange Act Rule..." »

XBRL US will host a webinar to prepare filers to use the SEC’s new EDGAR Filer Management dashboard that will go live on March 24, 2025. The session will feature an overview of important deadlines, a “prep for enrollment” checklist, and technical demonstrations of both the bulk and manual enrollment process. The event will take place on Wednesday, March 5, 2025 at 1:00 p.m. (ET). {expires: 2025-03-06} Continue reading "XBRL US to Host Webinar to Promote Readiness..." »