This week I want to go over a short script that I’ve written recently in order to help automate some of the tasks I have picked up around the office. Some of these tasks involve moving around files and folders on the network. I got tired of manually copying and pasting folders, so I wrote a script to help make moving large amounts of files and folders easier. There’s plenty of ways that this script could be made more in-depth, but this is a practical example of a way to make your life a little bit easier.Continue reading "LDC #104: Copy All the Things - An Example of..." »
Friday, September 28. 2018
Members of the SEC’s staff will host a two-day roundtable on October 25 and October 26 on market data and market access. This roundtable is hosted by the SEC’s Division of Trading and Markets.Continue reading "Event: SEC to Host Roundtable on Market Data..." »
Thursday, September 27. 2018
Members of the SEC’s staff will host a roundtable on November 15 to hear investor, issuer, and other market participant views about the proxy process and rules. This roundtable will focus on key aspects of the proxy system in the US, including proxy voting mechanics and technology, the shareholder proposal process, and the role and regulation of proxy advisory firms.Continue reading "Event: SEC to Host Roundtable on the Proxy Process" »
Friday, September 21. 2018
If you’ve ever needed to merge data files from different sources, you know how infuriating the process can be. Not all systems produce the same formats and sometimes fields don’t match properly. Instead of dealing with these issues manually in Excel or another spreadsheet program, let's use Legato.Continue reading "LDC #103: Bringing Data Together" »
Friday, September 14. 2018
Sometimes it is desirable to display tables of information and allow user to edit the data on the sheet directly. Novaworks’ products employ a table data editing platform that in many ways operates like MS Excel™ and provides a high level of flexibility. It is used for XBRL editing, EDGAR Forms, and much more. In this article, I will introduce the data control.Continue reading "LDC #102: Dialog Boxes Part V — Introduction to..." »
Friday, September 07. 2018
Last week, we added a modify dialog for our page break style manager, to let us rename and delete page break styles. This got us to a point where we have what I’d consider “minimal functionality” required to have a useful script, but let’s take it a step further, and add in a re-order function. It’s very useful to be able to shuffle the order around so you can have all styles, for a single client, grouped together. You don’t have to constantly search through a list anymore. While we’re at it, we can add in functionality to disable buttons if they are not applicable to our selection. For example, if we don’t have a selection, everything should be disabled. if we have the top list item selected, the move up button should be disabled, because we obviously can’t move the top item up even higher. The opposite applies to the bottom selection.
Continue reading "LDC #101: Page Break Template Manager, Part 3" »
The Securities and Exchange Commission is planning to release EDGAR 18.3 in October 2018. The EDGAR Filer Manual (Volume II) will also be updated to Version 48 with this release. These changes will take effect on October 1 if approved (for non-rule based changes; see the SEC Final Rules posted here for rule-based changes and their implementation dates).Continue reading "SEC to Release EDGAR 18.3" »
Friday, August 31. 2018
Last week, we discussed how to add page breaks into the page break template with a Legato script. As useful as that is, without a way to delete them or rename them, the function isn’t really complete. To do that, we’re making a page break manager this week. This will give us a new menu option, “Modify Page Break Templates”, which lets us manage our stored page breaks.
Continue reading "LDC #100: Page Break Template Manager, Part 2" »
Tuesday, August 28. 2018
The Securities and Exchange Commission announced that in fiscal year 2019 the fees that public companies and other issuers pay to register their securities with the Commission will be set at $121.20 per million dollars.Continue reading "SEC Fee Rate Advisory #1 for Fiscal Year 2019" »
Friday, August 24. 2018
This is a script I’ve wanted to write for a while, because it makes it significantly easier to use custom page breaks in GoFiler. For a long time, GoFiler has supported page break style templates, which let you save and customize a list of page headers and footers. Using this script, you’ll be able to add, remove, and edit entries in that template file without having to edit the HTML.
Continue reading "LDC #99: Page Break Template Manager" »
Wednesday, August 22. 2018
On August 20th, the SEC adopted amendments to improve transparency in the municipal securities market by better informing investors about the current financial condition of issuers of municipal securities and obligated persons. These amendments concern Rule 15c2-12 of the Securities Exchange Act and focus on the material financial obligations that could influence an issuer’s liquidity, overall creditworthiness, or an existing security holder’s rights.Continue reading "SEC Adopts Rule Amendments to Improve Municipal..." »
Monday, August 20. 2018
On August 17th, the SEC voted to approve amendments to certain disclosure requirements that have become duplicative, overlapping, or outdated. These changes were proposed in light of other disclosure requirements, modifications to US-GAAP, or developments in the information environment. The SEC is also referring to the Financial Accounting Standards Board (FASB) particular disclosure requirements that overlap with but require information incremental to GAAP. These requirements will be considered for incorporation into US GAAP.Continue reading "SEC Adopts Amendments to Simplify and Update..." »
Friday, August 17. 2018
Language directives allow you to change the code the programming language sees when it runs. We’ve talked a little bit about directives before, but today I will take a look at a subset of directives: conditionals. Conditionals allow a programmer to add or remove sections of code based on the existence of other directives. This means that it’s easy to build larger suites of code while allowing sections of code to be taken out without causing errors during runtime.
Continue reading "LDC #98: Conditionals, If You Want Me To" »
Friday, August 10. 2018
Everyone in the EDGAR industry has experienced the customer who wants to know what the filing deadline is. For most companies the deadlines are easily found using a search engine. But what happens when your customer has an unusual fiscal year end? You can scramble to figure it out or you can just plug numbers into this week’s blog script does all the date calculations for you.Continue reading "LDC #97: Creating a Filing Calendar" »
Friday, August 03. 2018
Various forms of data compression are employed all over the computing world. In many instances, you may need to read compressed data or create your own. This article is the first in a series about data compression and the tools available within Legato. We will start with an overview and then dive into the ubiquitous zip method by creating a little program to zip a project.
Continue reading "LDC #96: Data Compression - Part I" »