Tuesday, September 29. 2026

SEC Staff to Hold Open Meeting

The SEC’s Divisions of Investment Management and Corporation Finance will hold an open meeting via webcast on the SEC’s site to discuss potential amendments affecting performance‑based adviser compensation, closed‑end fund repurchase and share‑class rules, and criteria for accredited investor qualifications.
{expires: 2026-10-01}
Continue reading "SEC Staff to Hold Open Meeting" »
Posted by
LeAnn Dey
in Corporation Finance, Events, Investment Management, SEC at 09:30

Thursday, September 24. 2026

XBRL Staff Proposes GAAP Taxonomy Enhancements for Codification Improvements Update

The XBRL staff of the Financial Accounting Standards Board (FASB) issued a proposed Accounting Standards Update (ASU) aimed at making targeted improvements to the FASB Accounting Standards Codification. The proposal is part of FASB’s ongoing Codification Improvements project, which focuses on technical corrections, clarifications, unintended applications of existing guidance, and other incremental enhancements to GAAP. Continue reading "XBRL Staff Proposes GAAP Taxonomy Enhancements..." »
Posted by
LeAnn Dey
in FASB News, US GAAP Taxonomy, XBRL at 11:30

Wednesday, September 23. 2026

SEC Proposes Modernization of Proxy Solicitation Rules

On September 16, the SEC proposed amendments to modernize its proxy solicitation framework, address developments since certain requirements were adopted or last amended, and simplify compliance for registrants. The proposal focuses on requirements associated with annual reports, incorporated documents, exempt solicitations, and the broker search process. Continue reading "SEC Proposes Modernization of Proxy..." »
Posted by
LeAnn Dey
in Corporation Finance, EDGAR News, SEC at 15:15

Monday, September 21. 2026

SEC Proposes Changes to Shareholder Proposal Rules and Rescission of Rule 14a-8

On September 16, the SEC proposed rescinding Rule 14a-8, the shareholder proposal rule, which governs when companies must include shareholder proposals in their proxy materials. Rescission would leave those determinations to state law and company governing documents, where permitted by state law. The SEC concluded that the rule exceeds its statutory authority under Section 14(a) of the Exchange Act and that many of the original justifications for adopting the rule have not been proven or are less relevant today. Continue reading "SEC Proposes Changes to Shareholder Proposal..." »
Posted by
LeAnn Dey
in Corporation Finance, Investment Management, SEC at 17:00

Friday, September 18. 2026

SEC Adopts Updated EDGAR Filer Manual

On September 14th, the SEC announced that it is adopting amendments to Volume II of the EDGAR system Filer Manual and related rules and forms. EDGAR Release 26.3 is effective in the EDGAR system as of September 14, 2026. Continue reading "SEC Adopts Updated EDGAR Filer Manual" »
Posted by
LeAnn Dey
in EDGAR News, Investment Management, SEC, SEC Filing Help, XBRL at 14:45

Thursday, September 17. 2026

SEC Publishes 2027 Draft Taxonomies for Review and Comment

On September 14, the SEC released the draft 2027 updates to its technical taxonomy design, providing an early look at the changes developed through the annual review and update process for all SEC taxonomies accepted in the EDGAR system. The draft reflects the SEC’s ongoing efforts to keep the taxonomies aligned with current reporting practices and evolving filer needs. Continue reading "SEC Publishes 2027 Draft Taxonomies for Review..." »
Posted by
LeAnn Dey
in EDGAR News, GoFiler Updates, SEC, XBRL at 15:30

Wednesday, September 16. 2026

FASB Releases Proposed Improvements to the 2027 SEC Reporting Taxonomy

On September 10th, the Financial Accounting Standards Board (FASB) staff released proposed technical and other conforming enhancements for the 2027 SEC Reporting Taxonomy, along with related release notes for public review and comment. The proposed improvements include updates to a document label and references to support clearer element selection. Continue reading "FASB Releases Proposed Improvements to the 2027..." »
Posted by
LeAnn Dey
in Accounting, FASB News, SEC, XBRL at 16:30

SEC Grants Exemptive Relief from Inline XBRL Requirements for CCO Reports and Selected Forms

In December 2024, the SEC adopted rules that required several filings to be submitted electronically and in Inline XBRL. These requirements applied to specific forms and items, including portions of Form CA‑1, Form 1, Form X‑17A‑5 Part III, Form 17‑H, and the CCO report. In its September 11, 2026 order, the SEC provides exemptive relief from the Inline XBRL requirement for those filings, excluding the audited financial statement exhibits in Form CA‑1 and Form 1. Continue reading "SEC Grants Exemptive Relief from Inline XBRL..." »
Posted by
LeAnn Dey
in EDGAR News, SEC, SEC Filing Help, XBRL at 15:15

Tuesday, September 15. 2026

XBRL International Publishes First Public Working Draft Introducing Project Tavi

On September 2nd, XBRL International released its initial Public Working Draft of Project Tavi, the first public issuance of the next‑generation XBRL specification. Among other things, the draft was created to ensure that the specification progresses in step with real‑world reporting needs. XBRL International has released this draft to gather feedback from the global XBRL community, especially developers, taxonomy architects, and data-standard practitioners. Continue reading "XBRL International Publishes First Public..." »
Posted by
LeAnn Dey
in Development, XBRL at 15:30

Monday, September 14. 2026

EDGAR Release 26.3

Effective September 14, 2026, EDGAR Release 26.3 adds new filing interfaces, updates address limits, revises templates, introduces the FND‑2026q3 taxonomy, and retires several 2024 taxonomies. Continue reading "EDGAR Release 26.3" »
Posted by
LeAnn Dey
in EDGAR News, IFRS Taxonomy, SEC, SEC Filing Help, US GAAP Taxonomy at 12:30

Thursday, September 10. 2026

FERC Releases Latest eForms Refresh

On September 3rd, the Federal Energy Regulatory Commission (FERC) announced that from Thursday, September 17, 2026, through September 24, 2026, the eForms collection system will be out of service. During this time, FERC will not accept official eForms filings. Continue reading "FERC Releases Latest eForms Refresh" »
Posted by
LeAnn Dey
in eForms News, FERC, FERC Filing Help at 09:00

Wednesday, September 09. 2026

SEC Staff to Hold Roundtable on Preparations for 24-Hour Trading

SEC staff will host a public roundtable to discuss preparations for moving US equity markets toward 24‑hour trading, overnight operations, the opportunities and challenges of continuous trading, and how those measures would boost market resiliency. The event will take place on Thursday, September 17, 2026, from 10:00 a.m. - 4:00 p.m. ET, and is open for the public virtually to attend on the SEC’s site. Registration is required.
{expires: 2026-09-18}
Continue reading "SEC Staff to Hold Roundtable on Preparations..." »
Posted by
LeAnn Dey
in Events, SEC at 16:45

Friday, September 04. 2026

Labor Day

The SEC will be closed Monday, September 7th in observance of Labor Day. The EDGAR System will not receive, process or accept filings on this day. Filings with a due date of September 7th will be due the following business day. The FERC will be closed in observation of Labor Day. eForms will accept filings submitted on September 7th. Novaworks will also be closed on September 7th in observance of Labor Day. We will be offering limited email support from 2:00 p.m. to 6:00 p.m. ET on Friday, September 4th. {expires: 2026-09-08}
Continue reading "Labor Day" »
Posted by
LeAnn Dey
in EDGAR News, eForms News, FERC, Novaworks News, SEC at 13:30

SEC Staff to Hold Investor Advisory Committee Meeting

The SEC’s Investor Advisory Committee will hold a meeting via webcast on the SEC’s website. The event will take place on Thursday, September 10, 2026, beginning at 10:00 a.m. ET. The meeting is free and open for the public to attend.
{expires: 2026-09-11}
Continue reading "SEC Staff to Hold Investor Advisory Committee..." »
Posted by
LeAnn Dey
in Events, SEC at 09:45

Wednesday, September 02. 2026

SEC Proposes Amendments to Enhance Oversight of Registered Transfer Agents

On September 1st, the SEC proposed revisions to the rules and forms that regulate registered transfer agents, entities that represent an essential part of the US clearance and settlement framework. The rulemaking marks the first substantial update to these rules since the early 1980s. The proposal introduces new rules, amends existing requirements, modernizes significant registration and reporting forms, and rescinds one outdated rule. Continue reading "SEC Proposes Amendments to Enhance Oversight of..." »
Posted by
LeAnn Dey
in Corporation Finance, DERA, Investment Management, SEC at 14:30
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