Tuesday, January 17. 2023
SEC Releases Annual Report on Website Modernization
In December 2022, the SEC released its annual report on existing SEC websites or digital services under Section 3(d) of the 21st Century Integrated Digital Experience Act of 2018. The report suggests that EDGAR Next program may be delayed.
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Tuesday, January 03. 2023
EDGAR Release 22.4.1
On January 3, 2023, the SEC introduced EDGAR Release 22.4.1, which implements updates to Form 13F.
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Tuesday, December 20. 2022
SEC Announces XBRL Taxonomies Update to Release 22.4
On December 19th, the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system was updated to Release 22.4. The system now supports the 2022Q4 version of the Executive Compensation Disclosure (ECD) and Document and Entity Information (DEI) taxonomies. These taxonomies provide the tagging elements for disclosures associated with the SEC’s releases on Pay Versus Performance and Listing Standards for Recovery of Erroneously Awarded Compensation.
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SEC Releases Interactive Data Test Suite Update
On December 8th, the SEC announced that its Interactive Data Test Suite has been updated. The test suite provides help to filers using software to validate Interactive Data, ensuring the timely identification and resolution of potential errors before submission to EDGAR. To view a summary of the twelve revisions made in this update, see the change log in the last section of the summary file.
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Monday, November 07. 2022
SEC Releases 2023 Draft Taxonomies
On November 7th, the SEC released drafts of the 2023 updates to its reporting taxonomies, including updates as part of the annual review and update process for all SEC taxonomies accepted in the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. The Draft 2023 Release Notes contain more information concerning the specific changes in the 2023 update. The draft taxonomies are open to public review to gather feedback to continue to improve the process for creating and using structured filings.
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Thursday, November 03. 2022
SEC Releases 2023 Peak Filing Volume Dates for EDGAR Filings
To help filers avoid missing deadlines and reduce online traffic around crucial filing dates, the SEC releases a filing schedule detailing when it expects to receive the highest volume of EDGAR filings. The 2023 schedule is now available from the SEC.
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Monday, October 31. 2022
SEC Modernizes Fund Shareholder Reports to Promote Transparent Fee- and Expense-Related Information in Fund Advertisements
On October 26th, the SEC adopted amendments that will require mutual funds and exchange-traded funds registered on Form N-1A to transmit concise and visually engaging shareholder reports in a structured data format. In addition, these changes will promote transparent and balanced information concerning the fees and expenses related to investing in investment company advertisements.
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Tuesday, October 18. 2022
SEC Announces Form 144 Electronic Filing Compliance Date in April 2023
The SEC announced on October 18th that the compliance date for the submission of Form 144 to the EDGAR system in an electronic data format will be April 13, 2023.
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Wednesday, August 17. 2022
SEC Announces XBRL Taxonomy Update
On August 15th, the SEC updated the EDGAR system to Release 22.2.2 which will now support the 2022Q3 supplemental US GAAP Financial Reporting Taxonomy and 2022Q3 supplemental SEC Reporting Taxonomy (SRT). The 2022Q3 supplements to the US GAAP Financial Reporting Taxonomy and SRT are comparable to supplements that the Financial Accounting Standards Board published on its website on August 2, 2022.
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Tuesday, June 21. 2022
SEC Releases EDGAR 22.2
On June 21, 2022, the SEC introduced EDGAR Release 22.2. This release contains support for a new submission form type SPDSCL as well as support for the 2022 IFRS and 2022Q2 VIP taxonomies. Additionally a number of exhibits were rescinded and removed from various submission form types.
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SEC Publishes Draft EDGAR Filer Manual (Volume II) EDGAR Filing (Version 62)
On May 20th, the SEC released its Draft of the EDGAR Filer Manual, Volume II: “EDGAR Filing” (Version 62). The SEC has not approved, may approve or disapprove, and may update any of the modifications within the draft. This draft Volume II of the EDGAR Filer Manual is made available to filers in anticipation of feedback and to help filers prepare for potential revisions to the EDGAR system detailed in the draft and scheduled to be implemented in EDGAR Release 22.2 on June 21, 2022. “Non-rule”-based modifications outlined in the draft will be effective June 21, 2022. For rule-based changes, refer to the effective dates of the associated final rule on sec.gov.
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Thursday, May 26. 2022
SEC Announces Removal of 2020 Taxonomies
On May 24th, the SEC announced that the EDGAR system will be upgraded to Release 22.2 on June 21, 2022. 2020 versions of certain taxonomies will be removed, but all 2021 and 2022 versions of taxonomies will be available for use. The SEC reminds filers that they must use the same version year for all of the taxonomies in an EDGAR submission. Filers may not combine taxonomy versions from different years.
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Tuesday, March 29. 2022
SEC Issues EDGAR 22.1
On March 21, 2022, EDGAR Release 22.1 was released by the SEC. The release included the addition of a new submission form type to EDGARLink Online, orders granting substituted compliance regarding Rule 18a-7, and a new exhibit “EX-99.36 Form 7-R” added to submission form types SBSE-A and SBSE-A/A. The release also updated the EDGAR Filer Manual Appendices B, F and D and made revisions to filing fee disclosure, payment methods, and tagging requirements for Forms N-3, N-4, and N-6 in iXBRL.
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SEC Releases 2022 XBRL Taxonomies Update
On March 21st, the SEC upgraded the EDGAR system to Release 22.1. The system now supports the 2022 reporting taxonomies, which are the final versions of the draft taxonomies that were posted by SEC staff for public comment on September 1, 2021. Refer to the final 2022 taxonomies’ Release Notes for details of the changes.
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Tuesday, March 15. 2022
SEC Announces Proposed Short Sale Disclosure Rule, Order Marking Requirement, and CAT Amendments and Reopens Comment Period for Proposed Rule 10c-1
The SEC has announced that it is proposing new Rule 13f-2 and related Form SHO pursuant to the Securities Exchange Act of 1934. Section 13(f)(2) of the Exchange Act was added by Section 929X of the Dodd-Frank Wall Street Reform and Consumer Protection Act. These changes would provide greater transparency to investors and regulators through increasing the public availability of short sale related data by requiring certain institutional investment managers to report short sale related information. The SEC then would release aggregate data about large short positions, including daily short sale activity data, to the public for each individual security.
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