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- - Novaworks Weblog
    Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
  - Novaworks Weblog
    Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
- - archives/1,582 pages [+5146 in 14 subfolders]
  - - SEC Launches New Filing Fee Fedwire Payment Format in EDGAR - Novaworks Weblog
      the SEC announced that the new filing fee Fedwire payment format is now available in the EDGAR system.
    - Form N-MFP Data Sets Now Available for Download, Monthly Updates Resume - Novaworks Weblog
      The SEC announced that Form N-MFP Data Sets are now available for filers to download and that monthly updates will resume immediately.
    - XBRL US to Hold Webinar: EDGAR Next Enrollment – Lessons Learned & Special Situations - Novaworks Weblog
      XBRL US staff will hold a webinar that will focus on EDGAR Next, the rule concerning access to and management of accounts on the SEC’s EDGAR system on July 23, 2025.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC staff will meet to discuss Regulation A and explore the subject of “finders” (individuals who help companies with limited capital-raising activities in private markets) on July 22, 2025.
    - SEC’s Division of Corporation Finance Updates Financial Reporting Manual - Novaworks Weblog
      SEC’s Division of Corporation Finance updated sections of its Financial Reporting Manual in which the Division’s staff publishes informal interpretations for the public.
    - XBRL US to Discuss SEC Filing Fee Disclosure Requirements - Novaworks Weblog
      On July 16, 2025, XBRL US discusses SEC filing fee disclosure requirements and lessons learned in early phase of the rollout that may help SEC filers begin to comply in the next phase.
    - SEC Issues 2025 New Derivatives Securities Product (NDSP) Schema and Report Renderer - Novaworks Weblog
      SEC announced that it is amending rules that would require electronic filing or submission of certain forms that must be filed with or submitted to the SEC
    - SEC Announces Adoption of Updated EDGAR Filer Manual - Novaworks Weblog
      SEC adopted amendments to Volume II of the EDGAR Filer Manual which reflect updates to EDGAR associated with Release 25.2 and EDGAR Next
    - SEC Releases Additional Compliance and Disclosure Interpretations Updates - Novaworks Weblog
      SEC's Division of Corporation Finance recently released a group of C&DIs, which represent updates to the Division's interpretations of Regulation S-K, Legal Proceedings
    - SEC Releases Draft of Order Execution Summary (OES) Data Report, Solicits Feedback - Novaworks Weblog
      SEC adopted amendments to Rule 605 of the Securities Exchange Act, which requires disclosures for order executions in national market system stocks
    - SEC Publishes Guidance Regarding Incomplete and Inappropriate Tagging for Business Development Companies’ Schedule of Investments - Novaworks Weblog
      SEC reminds the financial reporting community that Rule 405(e) of Regulation S-T provides guidance for tagging requirements for financial statement schedules
    - SEC Staff Issues Semi-Annual Report to Congress on Use of Machine-Readable Data - Novaworks Weblog
      SEC published its semi-annual report to Congress regarding public and internal use of machine-readable data for corporate disclosures, under the Financial Data Transparency Act.
    - SEC Staff to Hold Roundtable on Executive Compensation Disclosure Requirements - Novaworks Weblog
      The SEC staff will host a roundtable on executive compensation disclosure requirements with representatives from public companies, investors, and other experts in the field.
    - SEC Provides Guidance on Enrolling in EDGAR Next - Novaworks Weblog
      The SEC recently has provided reminders, tips and resources for filers who are preparing for compliance with EDGAR Next
    - Juneteenth - Novaworks Weblog
      The SEC and the FERC will be closed Thursday, June 19th in observance of Freedom Day. The EDGAR System will not receive, process or accept filings on this day.
    - Novaworks Weblog
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - SEC Announces Further Extension of Form PF Amendments Compliance Date - Novaworks Weblog
      SEC and US Commodity Futures Trading Commission (CFTC) voted to extend the compliance date to October 1, 2025, for the amendments to Form PF adopted in February 2024.
    - GoFiler 6.1a Now Available - Novaworks Weblog
      GoFiler version 6.1a is now available for download.
    - SEC Issues EDGAR 25.2 Release XBRL Taxonomies Update - Novaworks Weblog
      The EDGAR system was upgraded to Release 25.2, which now supports the 2025 version of the International Financial Reporting Standards (IFRS) taxonomy.
    - GoFiler 6.1a Release Delayed Until June 17th - Novaworks Weblog
      Today’s scheduled GoFiler 6.1a release, which corresponds to EDGAR 25.2, has been delayed until tomorrow due to the extensive modifications implemented in Form N-CEN.
    - XBRL US Staff to Host Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ Data Quality Committee will meet to discuss plans to implement rules and guidance for public companies complying with the SEC’s XBRL requirements on June 18th, 2025.
    - SEC Publishes US GAAP–XBRL Custom Tags Trend for Fiscal Years 2022-2024 - Novaworks Weblog
      The SEC’s DERA published analysis of custom tags used in XBRL filings to comply with 2009 Interactive Data tagging rules that require financial statement data to be reported in XBRL
    - SEC Staff to Discuss Revising Form PF Compliance Date - Novaworks Weblog
      The SEC considers action relating to compliance date for the amendments to Form PF, the confidential reporting form for certain SEC-registered investment advisers to private funds.
    - SEC Issues Current Draft for Release 25.2.2 of the EDGAR Filer Manual - Novaworks Weblog
      The SEC releases draft EDGAR® Filer Manual to prepare issuers for potential updates to the EDGAR system scheduled to be introduced in EDGAR Release 25.2.2 on September 15, 2025
    - SEC to Hold Crypto Task Force Roundtable: DeFi and the American Spirit - Novaworks Weblog
      The SEC has announced that it will host the roundtable, “DeFi and the American Spirit” and discuss important matters concerning crypto asset regulation on June 9th, 2025.
    - SEC Issues Current Draft for Release 25.2 of the EDGAR Filer Manual - Novaworks Weblog
      The SEC released it's draft EDGAR® Filer Manual Version 75 to prepare issuers for potential updates to the EDGAR system scheduled to be introduced in EDGAR Release 25.2 on June 16, 2025
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee's discussions will include engagement with beneficial owners, exploring pass-through voting, and market perspectives on non-GAAP financial disclosures.
    - Memorial Day - Novaworks Weblog
      SEC will be closed Monday, May 26th in observance of Memorial Day. The EDGAR System will not receive, process or accept filings on this day
    - SEC Staff to Hold 2025 Conference on Emerging Trends in Asset Management - Novaworks Weblog
      On June 5, 2025, the SEC’s Division of Investment Management will host its 2025 Conference on Emerging Trends in Asset Management to discuss emerging trends in the industry.
    - SEC Releases Additional Compliance and Disclosure Interpretations Updates - Novaworks Weblog
      The SEC’s Division of Corporation Finance released a group of C&DIs, that represent updates to the Division's interpretations of Section 112.
    - SEC Releases Statement on Certain Form N-PORT Data - Novaworks Weblog
      The SEC determined that certain masked data fields on Form N-PORT submitted were inadvertently made public on the SEC’s EDGAR system.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      The Federal Energy Regulatory Commission’s (FERC) will hold its monthly open meeting on Thursday, May 15, 2025, to discuss administrative, electric, and hydro.
    - XBRL US Issues Version 27 of DQC Rules, Solicits Comment - Novaworks Weblog
      The XBRL US Center for Data Quality has published Version 27 of DQC rules and guidance for public review and comment.
    - FASB Issues Proposal to Enhance Accounting for Debt Exchanges - Novaworks Weblog
      The FASB issued a proposed Accounting Standards Update that would provide accounting guidance for debt exchange transactions with multiple creditors.
    - SEC to Hold Crypto Task Force Roundtable Focusing on Tokenization - Novaworks Weblog
      The SEC has announced that its Crypto Task Force will host the roundtable about “Tokenization – Moving Assets Onchain: Where TradFi and DeFi Meet.” on May 12th, 2025.
    - SEC Publishes Additional Compliance and Disclosure Interpretations Modifications - Novaworks Weblog
      The SEC’s Division of Corporation Finance released a group of Compliance and Disclosure Interpretations, which represent the Division's interpretations of the Exchange Act Rules.
    - GoFiler 6.0c Now Available - Novaworks Weblog
      GoFiler version 6.0c is now available for download.
    - SEC’s Division of Economic and Risk Analysis Releases New Market Data, Analysis, and Visualizations - Novaworks Weblog
      On April 28th, DERA released new data and analysis related to public issuers, exempt offerings, asset-backed securities, money market funds, and security-based swap dealers
    - MSRB Releases Data Regarding Market Regulation and Transparency Initiatives at Quarterly Meeting - Novaworks Weblog
      At its quarterly meeting, the MSRB discussed engagement with the industry, market transparency initiatives, and regulatory modernization.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will discuss matters concerning Regulation A and practical considerations and regulatory challenges on May 6th 2025.
    - Financial Accounting Foundation Publishes 2024 Annual Report - Novaworks Weblog
      The Financial Accounting Foundation has released its 2024 annual report, Standards That Work, Stakeholder Engagement, that highlights the organization’s activities.
    - SEC Extends Effective Date and Compliance Date for Form N-PORT Amendments - Novaworks Weblog
      The SEC has extended the effective date and compliance date for Form N-PORT amendments.
    - XBRL US to Host Webinar: Data Quality, Corporate Disclosures & the SEC - Novaworks Weblog
      The XBRL US will hold a webinar that focuses on data quality and corporate disclosures on May 1st, 2025
    - SEC to Hold Crypto Task Force Roundtable on Key Issues Regarding Crypto Custody - Novaworks Weblog
      The SEC has announced they will host a roundtable to discuss crypto asset regulation and important matters concerning crypto custody on April 25th 2025.
    - XBRL-CSV Validation Upgraded with New Table Constraints Draft - Novaworks Weblog
      The XBRL Standards Board announced that it approved the release of the second Public Working Draft of the Table Constraints specification
    - SEC Issues Additional Compliance and Disclosure Interpretations Updates - Novaworks Weblog
      The SEC’s Division of Corporation Finance released a group of Compliance and Disclosure Interpretations, which represent updates to the Division's interpretations of the Exchange Act Rules and Exchange Act Forms.
    - SEC Offers Free Educational Resources and Nationwide Events During Financial Literacy Month - Novaworks Weblog
      SEC’s Office of Investor Education and Advocacy on April’s National Financial Literacy Month will emphasize the vital role in powering the US economy and preparing US investors for their financial futures
    - XBRL US Opens Registration for GovFin - Novaworks Weblog
      XBRL US will discuss how the Financial Data Transparency Act can facilitate the efficient rollout of digital reporting at GovFin 2025 on July 30th and 31st, 2025.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      The Federal Energy Regulatory Commission’s staff will hold its monthly open meeting on April 17, 2025.
    - XBRL Announces Webinar on 2025 Meta Model Improvements - Novaworks Weblog
      The FASB will host an XBRL US webinar that will give an overview of the 2025 Meta Model Improvements on May 21, 2025.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on April 4th from 4:00 p.m. to 6:00 p.m. ET as it is updated to version 2.4b.
    - SEC Releases Draft of Broker-Dealers (BKD) Taxonomy Files - Novaworks Weblog
      The SEC has released draft Broker-Dealer (BKD) XBRL Taxonomy files for public review.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      On March 27th, the FERC announced that the eForms system was updated with Version 2025-04-01 taxonomies, validation rules, and rendering files.
    - SEC Approves Ending Defense of Climate Disclosure Rules - Novaworks Weblog
      On March 27th, the SEC ended its defense of the rules requiring disclosure of climate-related risks and greenhouse gas emissions.
    - SEC to Hold Conference on Artificial Intelligence in the Financial Industry - Novaworks Weblog
      The SEC will host a roundtable discussion on artificial intelligence in the financial industry on March 27, 2025.
    - GoFiler 6.0b Now Available - Novaworks Weblog
      GoFiler version 6.0b is now available for download.
    - SEC Announces Extension of Compliance Dates for Amendments to Names Rule - Novaworks Weblog
      The SEC has announced an extension of the compliance dates for the final rule related to the Investment Company Act “Names Rule,” which addresses fund names likely to mislead investors about a fund’s investments and risks.
    - SEC Issues Update for Fee-Related EDGAR Filings Submitted After 5:30 p.m. ET - Novaworks Weblog
      The SEC has announced that beginning April 14, 2025, fee-related filings received after 5:30 p.m. will receive notifications, be accepted that day if they pass validation checks, but they will receive a filing date of the next day.
    - SEC to Host its 44th Annual Small Business Forum - Novaworks Weblog
      The SEC is hosting the 44th Annual Small Business Forum to discuss capital raising and develop suggestions for policy impacting emerging businesses and their investors on April 10, 2025.
    - SEC Publishes Guide to Facilitate EDGAR Next Compliance - Novaworks Weblog
      The SEC has released the Small Entity Compliance Guide to help small businesses understand and comply with EDGAR Next.
    - SEC Announces Adoption of Modified EDGAR Filer Manual - Novaworks Weblog
      On March 17th, the SEC adopted amendments to Volume II of the EDGAR Filer Manual and related rules and forms.
    - GoFiler 6.0a Now Available - Novaworks Weblog
      GoFiler version 6.0a is now available for download.
    - EDGAR Release 25.1 - Novaworks Weblog
      EDGAR Release 25.1 will implement updates to the EDGAR filing website, EDGARLink Online, XBRL, and Fee Exhibit Preparation Tool.
    - XBRL US Staff to Host Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ Data Quality Committee (DQC) will host an online meeting for industry leaders to discuss plans to implement rules and guidance for public companies complying with the SEC’s XBRL requirements
    - SEC Issues Additional Compliance and Disclosure Interpretations Updates - Novaworks Weblog
      The SEC has released a group of Compliance and Disclosure Interpretations, which comprise interpretations of the Securities Act Rules, Securities Act Sections, Regulation Crowdfunding, and Securities Act Forms.
    - Variable Insurance Product Data Sets Now Available for Download - Novaworks Weblog
      The SEC has released the Variable Insurance Product (VIP) Data Sets, which provide the text and numeric information drawn from Forms N-3, N-4, and N-6.
    - SEC to Further Facilitate Capital Formation for Companies Planning Public Offerings - Novaworks Weblog
      The SEC's Division of Corporation Finance will further facilitate capital formation by enhancing the accommodations available to companies for nonpublic review of draft registration statements.
    - SEC Postpones Launch Date for New Filing Fee Fedwire Payment Format in EDGAR - Novaworks Weblog
      The SEC has announced that the Federal Reserve Bank Fedwire Funds service has rescheduled the single-day transition to the ISO 20022 message format from March 10, 2025 to July 14, 2025.
    - FASB to Discuss 2025 GAAP and SEC Reporting Taxonomy Improvements - Novaworks Weblog
      FASB will host a webinar to discuss 2025 GAAP and SEC reporting taxonomy improvements and explore an SEC data quality update on April 8, 2025.
    - SEC Provides Filers with Resources to Prepare for EDGAR Next Launch on March 24 - Novaworks Weblog
      The SEC reminds filers that on March 24, 2025, the new EDGAR Filer Management dashboard will go live.
    - SEC Extends Compliance Dates, Provides Temporary Exemption for Rule Pertaining to Clearing of US Treasury Securities - Novaworks Weblog
      EC adopted rules to extend the compliance dates for the Trade Submission Requirement and issued an order granting temporary exemptive relief for the Margin Separation Requirement.
    - SEC Publishes Current Draft for EDGAR Filer Manual - Novaworks Weblog
      The SEC has released its draft of the EDGAR® Filer Manual, Volume II: “EDGAR Filing” (Version 73) to prepare issuers for potential updates to the EDGAR system scheduled to be introduced in EDGAR Release 25.1.
    - SEC’s Division of Trading and Markets to Discuss Covered Clearing Agencies, Broker-Dealer Customer Protection - Novaworks Weblog
      The SEC’s Division of Trading and Markets will discuss covered clearing agencies and broker-dealer customer protection during a web meeting on February 26, 2025.
    - Presidents’ Day - Novaworks Weblog
      SEC will be closed Monday, February 17th in observance of Presidents’ Day/Washington’s Birthday. The EDGAR System will not receive, process, or accept filings on this day.
    - SEC Releases Compliance and Disclosure Interpretations for Regulation 13D-G Beneficial Ownership Reporting - Novaworks Weblog
      The SEC has released a group of Compliance and Disclosure Interpretations (C&DIs), which comprises the Division's interpretations of Exchange Act Sections 13(d) and 13(g), Regulation 13D-G beneficial ownership reporting and related filing of Schedules 13D and 13G.
    - SEC Announces Exemption From Exchange Act Rule 13f-2 and Related Form SHO - Novaworks Weblog
      The SEC has provided a temporary exemption from both compliance with Rule 13f-2 under the Securities Exchange Act and reporting on Form SHO.
    - XBRL US to Host Webinar to Promote Readiness for New EDGAR Next Filer Management Dashboard - Novaworks Weblog
      XBRL US will host a webinar to prepare filers to use the SEC’s new EDGAR Filer Management dashboard on March 5, 2025.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will hold an open meeting via webcast on sec.gov on February 25, 2025.
    - Federal Reserve Financial Services to Adopt New Filing Fee Fedwire Payment Format in EDGAR - Novaworks Weblog
      The Federal Reserve Financial Services (FRFS) will adopt the ISO 20022 message format for the Fedwire Funds Service on March 10, 2025 in a single-day launch.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on February 7th from 3:00 p.m. to 5:00 p.m. ET as it is updated to version 2.4a.
    - SEC Announces Interim Release 25.0.1 for EDGAR System - Novaworks Weblog
      The EDGAR system was upgraded with interim release 25.0.1, and it now supports the 2024q3 version of the Fund (FND) taxonomy.
    - FASB Publishes Proposed Taxonomy Implementation Guides on Accounting Changes and Segments, Solicits Feedback - Novaworks Weblog
      FASB has issued two proposed Taxonomy Implementation Guides based on the 2025 GAAP Financial Reporting Taxonomy that focus on accounting changes and segment reporting.
    - GoFiler Patch Available for SEC Updates to Form SHO and SCHEDULE 13D/G - Novaworks Weblog
      The SEC has made unexpected changes to Form SHO and SCHEDULE 13D/G, which is causing filing issues with GoFiler. We are working on a solution.
    - SEC, CFTC Announce Extension of Form PF Amendments Compliance Date - Novaworks Weblog
      The Securities and Exchange Commission and the Commodity Futures Trading Commission jointly extended the compliance date for the amendments to Form PF to June 12, 2025.
    - MSRB Issues 2024 Annual Report and Audited Financial Statements - Novaworks Weblog
      The MSRB has released its fiscal year 2024 annual report, providing an overview of the organization’s regulatory initiatives, operational performance, financial position, and the progress made in advancing the FY 2022–2025 Strategic Plan.
    - MSRB Releases Notice on Mandatory Participation in Business Continuity and Disaster Recovery Testing - Novaworks Weblog
      The MSRB published its annual notice establishing the criteria for designating participants for its mandatory business continuity and disaster recovery testing consistent with Regulation SCI.
    - FASB Releases Proposed ASU on Codification Improvements - Novaworks Weblog
      FASB released a proposed Accounting Standards Update focused on improvements to the FASB Accounting Standards Codification for public review and comment.
    - New Release (5.25b) for the GoFiler Family of Products - Novaworks Weblog
      New release available (version 5.25b) for the GoFiler Family of products.
    - FASB Staff Releases Proposed GAAP Taxonomy Improvements for Proposed Update on Environmental Credits and Environmental Credit Obligations - Novaworks Weblog
      FASB has released proposed GAAP Taxonomy Improvements for the Accounting Standards Update (ASU) on Topic 818, Environmental Credits and Environmental Credit Obligations.
    - Birthday of Martin Luther King, Jr. and Inauguration Day - Novaworks Weblog
      Both the SEC and the FERC will be closed Monday, January 20, 2025, in observation of the Birthday of Martin Luther King, Jr., and Inauguration Day. The EDGAR System will not receive, process or accept filings on that day
    - SEC Staff Issues Semi-Annual Report to Congress on Use of Machine-Readable Data - Novaworks Weblog
      The SEC has published its report to Congress regarding public and internal use of machine-readable data for corporate disclosures.
    - SEC Releases Draft of New Derivatives Securities Product (NDSP) Report - Novaworks Weblog
      The SEC has amended rules that would require electronic filing or submission of certain forms that must be filed with or submitted to the SEC pursuant by Self-Regulatory Organizations.
    - SEC Announces EDGAR System Closure on January 9 - Novaworks Weblog
      Pursuant to an executive order issued by President Biden, the SEC will be closed on Thursday, January 9 in observance of a national day of mourning for James Earl Carter, Jr.
    - FASB Issues Proposed GAAP Taxonomy Improvements for Proposed Update on Credit Losses - Novaworks Weblog
      FASB has released proposed GAAP Taxonomy Improvements for the Accounting Standards Update on Topic 326, Measurement of Credit Losses for Accounts Receivable and Contract Assets for Private Companies and Certain Not-for-Profit Entities.
    - New Year’s Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed Wednesday, January 1, 2025, in observation of the New Year holiday. The EDGAR System will not receive, process or accept filings on that day
    - SEC Updates the Submission of Certain Forms, Filings, and Materials Pursuant to the Exchange Act - Novaworks Weblog
      The SEC has adopted amendments to require the electronic filing, submission, or posting of certain forms, filings, and other submissions for national securities exchanges, national securities associations, clearing agencies, broker-dealers, security-based swap dealers, and major security-based swap participants.
    - Christmas Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed Wednesday, December 25th in observance of Christmas. The SEC will also be closed December 24th.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC has announced that its eForms system was updated with draft Version 2025-01-01 taxonomies, validation rules, and rendering files.
    - EDGAR Release 24.4 Includes Modified Variable Insurance Product Taxonomy - Novaworks Weblog
      The SEC has adopted amendments to Volume II of the EDGAR System Filer Manual and related rules and forms. EDGAR Release 24.4 now supports the updated Variable Insurance Product (VIP) taxonomy.
    - New Release (5.25a) for the GoFiler Family of Products - Novaworks Weblog
      New release available (version 5.25a) for the GoFiler Family of products.
    - SEC’s Small Business Advocacy Office Issues Report to Congress on Capital Raising - Novaworks Weblog
      The SEC’s Office of the Advocate for Small Business Capital Formation has issued to Congress its 2024 Annual Report, which details how entrepreneurs and investors are building companies together, from startups to mature businesses.
    - FASB Issues Proposed GAAP Taxonomy Improvements for ASUs on Interim Reporting and Government Grants - Novaworks Weblog
      FASB has released proposed GAAP Taxonomy Improvements for two Accounting Standards Updates regarding Interim Reporting and Government Grants.
    - SEC Staff to Discuss 2025 Final Budget and Accounting Support Fee for the PCAOB - Novaworks Weblog
      The SEC’s Office of the Chief Accountant will meet to discuss whether to approve the 2025 final budget and accounting support fee for the Public Company Accounting Oversight Board on December 18, 2024.
    - SEC Publishes Current Draft EDGAR Filer Manual - Novaworks Weblog
      The SEC has released a draft of the EDGAR Filer Manual to prepare issuers for potential updates to the EDGAR system scheduled to be introduced in EDGAR Release 24.4 on December 16, 2024.
    - SEC Updates Volume I of the EDGAR Filer Manual - Novaworks Weblog
      The SEC has amended the EDGAR Filer Manual (Volume I) General Information to reflect rule and form updates, the implementation of technical changes, and other minor edits adopted in its September 2024 rulemaking.
    - SEC Updates PAUSE List of Firms Using Misleading Information to Solicit Investors - Novaworks Weblog
      The SEC has updated its PAUSE list of unregistered entities that use inaccurate information about their affiliation, location, or registration to solicit investors.
    - New Release (5.24c) for the GoFiler Family of Products - Novaworks Weblog
      New release available (version 5.24c) for the GoFiler Family of products.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will hold an open meeting via webcast on sec.gov on December 10, 2024.
    - Thanksgiving Hours - Novaworks Weblog
      The SEC and the FERC will be closed Thursday, November 28th in observance of Thanksgiving. The EDGAR System will not receive, process or accept filings on this day.
    - SEC Adopts New Rules to Increase Transparency for Special Purpose Acquisition Companies (SPACs), Releases Draft of SPAC Taxonomy Guide - Novaworks Weblog
      The SEC has approved new rules and amendments to enhance transparency requirements, including disclosure requirements in inline XBRL, and provide additional investor protection in IPOs by SPACs.
    - FASB Publishes Proposal to Clarify Guidance for Identifying the Accounting Acquirer in a Business Combination - Novaworks Weblog
      FASB has released a proposed Accounting Standards Update (ASU) designed to enhance the requirements for identifying the accounting acquirer in Topic 805, Business Combinations.
    - Veterans Day - Novaworks Weblog
      The SEC and the FERC will be closed Monday, November 11th, in observance of Veterans Day. The EDGAR System will not receive, process, or accept filings on this day.
    - XBRL US to Host Webinar November 6th to Discuss SEC Cybersecurity Disclosure Rules for Public Companies - Novaworks Weblog
      XBRL US will present a webinar to familiarize issuers with the SEC’s rulemaking for public company cybersecurity disclosures, Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure
    - FASB Proposes Taxonomy Implementation Guide for Boolean, Fixed List, and Extensible Enumeration Elements, Seeks Comment - Novaworks Weblog
      FASB has proposed a Taxonomy Implementation Guide entitled "Boolean, Fixed List, and Extensible Enumeration Elements", based on the 2024 GAAP Financial Reporting Taxonomy.
    - GoFiler Online Updated to Version 2.13a - Novaworks Weblog
      GoFiler Online has been updated to Version 2.13a. This includes a new GoFiler Client, which corresponds to EDGAR release 24.3.
    - SEC Releases Updated 2024Q3 Version of the Open-End Fund Taxonomy - Novaworks Weblog
      The SEC has provided guidance related to a technical issue identified in the Open-End Fund (OEF) taxonomy, publishing an updated 2024Q3 version of the OEF taxonomy and the related updated taxonomy guide.
    - FASB Proposes Improvements for the 2025 GAAP Employee Benefit Plan Taxonomy Included in the 2025 GAAP Financial Reporting Taxonomy, Solicits Comment - Novaworks Weblog
      FASB has released proposed improvements for the 2025 US Generally Accepted Accounting Principles (GAAP) Employee Benefit Plan (EBP) taxonomy included in the 2025 GAAP Financial Reporting Taxonomy.
    - SEC Adopts New Rule and Rule Amendments to Enhance Risk Management and Resilience of Covered Clearing Agencies - Novaworks Weblog
      The SEC has adopted rule amendments to strengthen the resilience as well as the recovery and orderly wind-down plans of covered clearing agencies.
    - SEC Releases 2025 Peak Filing Volume Dates for EDGAR Filings - Novaworks Weblog
      The SEC has published the 2025 Peak Filing Volume Dates for EDGAR filings.
    - SEC’s Division of Examinations Publishes Fiscal Year 2025 Priorities - Novaworks Weblog
      The SEC's Division of Examinations has published 2025 Examination Priorities, which gives an overview of the Division’s risk-based approach.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will meet to discuss matters concerning rules and regulations affecting small and emerging businesses and their investors on November 13, 2024.
    - New Release (5.24b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.24b of all applications in the GoFiler Suite has been released.
    - SEC Releases Draft Taxonomy for Form SHO - Novaworks Weblog
      The SEC has issued a draft EDGAR Form SHO-specific submission taxonomy.
    - SEC Staff to Host Virtual Compliance Outreach Webinar for Investment Companies and Investment Advisers - Novaworks Weblog
      The SEC will sponsor a virtual compliance outreach program to encourage open communications and coordination among securities regulators and the investment management industry on November 7, 2024.
    - FASB Publishes Proposed Improvements for 2025 US GAAP Taxonomy - Novaworks Weblog
      FASB staff has issued proposed technical and other conforming improvements for the 2025 US GAAP Financial Reporting Taxonomy and the related release notes for public review and comment
    - SEC and FERC Closed October 14th - Novaworks Weblog
      The SEC and the FERC will be closed Monday, October 14th in observance of Columbus Day.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      The FERC staff will hold its monthly open meeting to discuss administrative matters and issues related to electric, gas, hydro, and certificates on October 17, 2024.
    - XBRL US to Host Webinar to Discuss SEC Cybersecurity Disclosure Rules for Public Companies - Novaworks Weblog
      XBRL US will hold a webinar to familiarize issuers with the SEC’s rulemaking for public company cybersecurity disclosures on November 6, 2024.
    - FASB Releases Proposed Clarifications to Share-Based Consideration Payable to a Customer - Novaworks Weblog
      The FASB has published a proposed accounting standards update (ASU) concerning Revenue from Contracts with Customers (Topic 606), which will improve guidance for share-based consideration payable to a customer in conjunction with selling goods or services.
    - FASB Issues Proposed Improvements to Hedge Accounting for Review and Comment - Novaworks Weblog
      The FASB has released a proposed accounting standards update (ASU) concerning Derivatives and Hedging (Topic 815): Targeted Improvements to Accounting for Hedging Activities.
    - SEC Adopts Rules to Improve EDGAR System, Opens EDGAR Next Beta Testing Environment - Novaworks Weblog
      SEC has opened a beta software environment for filer testing and feedback relate to the EDGAR Filer Access and Account Management final rule. SEC rules streamline connections to and enhance the security of the EDGAR system to improve filer access and ability to manage EDGAR accounts.
    - SEC Provides Guidance for Proper Use of Custom Tags for Provision (Benefit) for Credit Losses on the Income Statement - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis has assessed how filers are tagging provision (benefit) for credit losses on income statements and issued guidance.
    - FASB Issues 2025 SEC Reporting Taxonomy for Review and Comment - Novaworks Weblog
      FASB has published proposed technical and other conforming improvements for the 2025 SEC Reporting Taxonomy and the related release notes for public comment.
    - SEC Approves MSRB Rule Change to Shorten Timeframe for Reporting Transactions in Municipal Securities - Novaworks Weblog
      The SEC has approved amendments to MSRB Rule G-14 that will shorten the amount of time by which brokers, dealers, and municipal securities dealers are required to report most transactions to the MSRB.
    - SEC Amends Rules of Regulation National Market System - Novaworks Weblog
      The SEC has approved amendments under Regulation National Market System that would update variable minimum pricing increments for the quoting and trading of NMS stocks, reduce the access fee caps, and increase the transparency of better-priced orders placed in the NMS.
    - SEC Publishes 2025 Draft Taxonomies for Review and Comment - Novaworks Weblog
      The SEC has published the draft of the 2025 updates to its reporting taxonomies, including updates within the annual review and update process for all SEC taxonomies accepted in the EDGAR system.
    - SEC Publishes Draft of Updated 2024 Variable Insurance Product (VIP) Taxonomy For Public Comment - Novaworks Weblog
      The SEC has released a new version of the VIP XBRL Taxonomy with the elements required for RILAs and registered MVA annuities to tag disclosures on Form N-4.
    - SEC Issues 2024 Cybersecurity Disclosure (CYD) Taxonomy - Novaworks Weblog
      SEC’s EDGAR system Release 24.3 now supports the Cybersecurity Disclosure (CYD) taxonomy, which provides the elements for tagging disclosures using Inline XBRL, a structured, machine-readable data language
    - SEC Releases EDGAR 24.3 - Novaworks Weblog
      On September 16th, the SEC released EDGAR Release 24.3, adopting amendments to Volume II of the EDGAR Filer Manual and related rules and forms.
    - New Release (5.24a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.24a of all applications in the GoFiler Suite has been released.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      FERC staff will hold its monthly open meeting to discuss administrative, electric, gas, hydro, and certificate matters on September 19, 2024.
    - FASB Releases Proposed 2025 DQCRT for Review and Comment - Novaworks Weblog
      FASB staff have issued the Proposed 2025 Data Quality Committee Rules Taxonomy (DQCRT), which details XBRL US’ Data Quality Committee’s (DQC) validation rules for regulator use.
    - SEC’s Division of Trading and Markets to Discuss Regulation NMS - Novaworks Weblog
      The SEC’s Division of Trading and Markets will discuss adopting amendments to certain rules of Regulation NMS on September 18, 2024.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will discuss securities litigation, including shareholder proposals and “tracing” in Section 11 litigation, on September 19, 2024.
    - SEC Staff to Discuss New Quality Control Standard - Novaworks Weblog
      The SEC’s Office of the Chief Accountant will discuss whether to approve the new quality control standard, QC 1000: A Firm’s System of Quality Control, on September 9, 2024.
    - Labor Day - Novaworks Weblog
      The SEC, the FERC, and Novaworks will be closed Monday, September 2nd in observance of Labor Day. The EDGAR System will not receive, process or accept filings on this day.
    - SEC Adopts Reporting Enhancements for Funds, Provides Guidance on Open-End Fund Liquidity Risk Management Programs - Novaworks Weblog
      The SEC has adopted rules to amend reporting requirements on Form N-PORT that would provide the SEC and investors greater and more timely information about certain registered investment companies.
    - Novaworks Offers Webinar: Exploring the Impact of Data Transparency on Municipal Reporting - Novaworks Weblog
      Novaworks will host a free webinar geared toward investors, state and local governments and other market participants to explore the changes that are coming with the Financial Data Transparency Act on September 3, 2024.
    - SEC Rule Modernizes Definition of Qualifying Venture Capital Funds - Novaworks Weblog
      SEC adopted a rule to update the dollar threshold for a fund to qualify as a “qualifying venture capital fund” for section 3(c)(1) of the Investment Company Act of 1940.
    - XBRL US Opens Registration for November Conference on Digital Transparency Mandates Affecting Climate, Corporate and Government - Novaworks Weblog
      XBRL US and KPMG will host a conference to discuss the importance of digital data transparency regarding reporting for climate, business, and government disclosures on November 14, 2024.
    - SEC’s Division of Investment Management to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Investment Management will discuss whether to adopt amendments related to reporting requirements on Forms N-PORT and N-CEN as well as open-end fund liquidity risk management programs on August 28, 2024.
    - SEC Releases Current Draft EDGAR Filer Manual - Novaworks Weblog
      The SEC has released a draft EDGAR Filer Manual (Version 71) to help issuers prepare for potential updates to the EDGAR system scheduled to be introduced in EDGAR Release 24.3.
    - New Release (5.23b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.23b of all applications in the GoFiler Suite has been released.
    - SEC’s Office of the Chief Accountant to Hold Open Meeting - Novaworks Weblog
      The SEC’s Office of the Chief Accountant will hold a meeting to discuss whether to approve amendments as adopted by the Public Company Accounting Oversight Board on August 20, 2024.
    - Carbon Accountable Publishes Paper on GHG Emissions Reporting, Encourages Inline XBRL - Novaworks Weblog
      Carbon Accountable has released a report suggesting the use of Inline XBRL for green house gas disclosures pertaining to California law.
    - FASB Publishes 2024 Investor Outreach Report - Novaworks Weblog
      The FASB has released its 2024 Investor Outreach Report, which details the investor outreach program, the program’s activities during the last year, and ways the FASB intends to continue expanding on its goals to broaden investor outreach efforts.
    - FASB Re-Exposes Proposed GAAP Taxonomy Improvements Regarding Disaggregation of Income Statement Expenses for Public Comment - Novaworks Weblog
      The FASB has re-exposed proposed GAAP Taxonomy Improvements for a proposed ASU, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, to public comment.
    - How to File Form N-PX - Novaworks Weblog
      GoFiler can help you prepare your proxy voting records quickly and easily. You can easily import and validate your data, add important filer information, and transmit your form securely to the EDGAR system.
    - XBRL US Staff to Host Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ DQC will hold a meeting for industry leaders to discuss plans to implement rules and guidance for public companies complying with the SEC’s XBRL requirements on September 25, 2024.
    - XBRL US Launches Public Review for Version 25 of DQC Rules, Solicits Feedback - Novaworks Weblog
      XBRL US has released Version 25 of DQC rules, which includes automated checks and rule updates for filers using the US GAAP and IFRS taxonomies, for public comment.
    - FASB Releases Proposed Taxonomy Implementation Guide for Employee Benefit Plans - Novaworks Weblog
      The FASB has released a proposed Taxonomy Implementation Guide concerning Employee Benefit Plans (Including Defined Contribution Plans Filing SEC Form 11-K), which is based on the 2024 GAAP Financial Reporting Taxonomy.
    - FASB Publishes Proposed Taxonomy Implementation Guide for Income Taxes - Novaworks Weblog
      The FASB has released a proposed Taxonomy Implementation Guide, Income Taxes (Topic 740), which is based on the 2024 GAAP Financial Reporting Taxonomy.
    - Fact Sheet Available for Proposed Joint Data Standards Under the Financial Data Transparency Act - Novaworks Weblog
      The SEC has proposed joint data standards under the FDTA that would make financial data more accessible, uniform, and useful to the public across multiple federal agencies.
    - FASB Publishes Proposed GAAP Taxonomy Enhancements for a Proposed ASU Update, Solicits Comment - Novaworks Weblog
      FASB has proposed GAAP Taxonomy Improvements for the proposed ASU, Derivatives and Hedging (Topic 815) and Revenue from Contracts with Customers (Topic 606): Derivatives Scope Refinements and Scope Clarification for a Share-Based Payment from a Customer in a Revenue Contract.
    - MSRB Adopts FY 2025 Budget, Elects Board Leadership and Furthers Strategic Priorities at Quarterly Board Meeting - Novaworks Weblog
      The MSRB Board of Directors met to approve the FY 2025 budget, hold FY 2025 officer elections, and discuss priorities to advance its FY 2022-2025 Strategic Plan.
    - SEC Publishes Trend Analysis of Custom Tag Rates in IFRS XBRL Financial Data Submitted from 2021 to 2023 - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis (DERA) recently analyzed the way filers use custom tags in IFRS XBRL submissions from 2021 to 2023.
    - SEC Releases Form N-PORT Data Sets for Download - Novaworks Weblog
      The SEC has announced that Form N-PORT Data Sets are now available for free download.
    - SEC Establishes Interagency Securities Council to Align Enforcement Efforts Across Federal, State, and Local Agencies - Novaworks Weblog
      The SEC’s Division of Enforcement has launched the Interagency Securities Council (ISC), to review and discuss current scams, trends, fraud, and mitigation strategies.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will hold an open meeting via webcast on sec.gov to discuss matters concerning rules and regulations affecting small and emerging businesses and their investors on July 30, 2024.
    - XBRL US Webinar on Preparing for Fee-Based Filing Payments Modernization Now Available for Viewing - Novaworks Weblog
      XBRL US' webinar related to the SEC's new Filing Fee Disclosures and Payments Method Modernization rule is now available to view online.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting on July 25, 2024 to discuss electric, gas, hydro, and certificate concerns.
    - SEC Announces Revised EDGAR eXtensible Business Reporting Language (XBRL) Guide - Novaworks Weblog
      The SEC has released an updated EDGAR XBRL Guide, which outlines the valid framework and content for EDGAR submission types submitted in both XBRL and XML.
    - SEC, MSRB, FINRA to Co-Sponsor Compliance Outreach for Municipal Market Professionals - Novaworks Weblog
      The SEC, the MSRB, and FINRA have announced that registration is now open for the Compliance Outreach Program to be held November 21, 2024.
    - SEC Adopts Updated EDGAR Filer Manual - Novaworks Weblog
      The SEC has announced that it is adopting amendments to Volume II of the EDGAR Filer Manual, Version 70.
    - SEC Adopts Tailored Registration Form for Offerings of RILA and Registered MVA Annuities - Novaworks Weblog
      The SEC has adopted tailored disclosure requirements and offering processes for registered index-linked annuities and registered market value adjustment annuities that include structured data requirements.
    - SEC Issues EDGAR 24.2 Release XBRL Taxonomies Update - Novaworks Weblog
      The EDGAR system was upgraded to Release 24.2, which now accepts the Security-Based Swap (SBS) taxonomy and supports the 2024 version of the International Financial Reporting Standards (IFRS) taxonomy.
    - Independence Day - Novaworks Weblog
      The SEC and the FERC will be closed Thursday, July 4th in observance of Independence Day. The EDGAR System will not receive, process or accept filings on this day.
    - SEC Updates PAUSE List of Firms Using Misleading Information to Solicit Investors - Novaworks Weblog
      The SEC has revised its list of unregistered entities that use inaccurate data to solicit investors.
    - New Release (5.23a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.23a of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 24.2.
    - SEC Publishes Trend Analysis of Custom Tag Rates in XBRL Financial Data Submitted from 2021 to 2023 - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis found that custom tage usage rates have generally decreased from 2021 to 2023.
    - SEC Releases Final 2024 Security-Based Swap (SBS) Taxonomy and Sample Documents - Novaworks Weblog
      The SEC has issued the final 2024 Security-Based Swap (SBS) Taxonomy and sample documents designed to equip the filers and vendors using the taxonomy.
    - SEC Issues Draft 2024 Cybersecurity Disclosure (CYD) Taxonomy - Novaworks Weblog
      The SEC has released a new XBRL taxonomy for public comment that contains elements needed for required cybersecurity disclosures.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting on June 27, 2024 to discuss matters related to administrative, electric, gas, hydro, and certificate topics.
    - XBRL US to Host Webinar on Preparing for Digital, Machine-Readable Climate Reporting and Its Impact on Business - Novaworks Weblog
      XBRL US will discuss new mandates for climate reporting structures on July 16, 2024.
    - XBRL US to Host Webinar to Promote Readiness for SEC Fee-Based Filing Payments Modernization - Novaworks Weblog
      XBRL US will hold a webinar concerning the new SEC requirements related to the Filing Fee Disclosures and Payments Method Modernization rule on July 11, 2024.
    - Juneteenth - Novaworks Weblog
      The SEC and the FERC will be closed Wednesday, June 19th in observance of Freedom Day. The EDGAR System will not receive, process or accept filings on this day.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC has announced that its FERC eForms Filing API has been modified to respond with the Filing ID for all submissions.
    - SEC Announces Filing Fee Exhibit Updates for Technical and Structured Data Information - Novaworks Weblog
      SEC informed filers that they now may find revised information regarding technical and structured data aspects of the Filing Fee Disclosure and Payment Methods Modernization rule on the EDGAR Filing Fees webpage
    - FERC, XBRL US to Discuss How Regulators Use Technology to Enhance Efficiency - Novaworks Weblog
      XBRL US, in conjunction with the FERC, will host a webinar to discuss how regulators use technology to improve efficacy on September 11, 2024.
    - XBRL US Staff to Host Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ DQC will discuss plans to implement guidance for public companies complying with the SEC’s XBRL requirements on June 28, 2024.
    - SEC Releases Current Draft EDGAR Filer Manual - Novaworks Weblog
      The SEC has released a draft of the EDGAR Filer Manual (Version 70), which corresponds with EDGAR Release 24.2.
    - Register Now for GovFin 2024 - Novaworks Weblog
      XBRL US and PwC will discuss how the Financial Data Transparency Act can improve municipal bond issuer reporting during GovFin 2024 on July 19 and 20, 2024.
    - SEC to Commemorate 90th Anniversary of the Securities Exchange Act - Novaworks Weblog
      The SEC’s Department of Public Affairs will host an event recognizing the 90th anniversary of the Securities Exchange Act on June 6, 2024..
    - SEC Provides Guidance Related to Incorrect Tagging for Earnings Per Share Data - Novaworks Weblog
      The SEC has reminded issuers that, under US GAAP, certain entities must provide basic and diluted earnings per share with equal prominence on the face of the income statement for each period presented in their annual and interim reports.
    - SEC Releases Draft 2024 Security-Based Swap Taxonomy Sample Documents - Novaworks Weblog
      The SEC has release sample Inline XBRL documents for the new security-based swap (SBS) XBRL taxonomy.
    - New Release (5.22c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.22c of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 24.1.1.u2.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC's Investor Advisory Committee will discuss the new frontier for investment advice, AI Regulation, recommendations regarding financial literacy, investor education and the protection of self-directed investors on June 6, 2024.
    - Memorial Day - Novaworks Weblog
      The SEC and the FERC will be closed Monday, May 27th in observance of Memorial Day. Novaworks will also be closed.
    - SEC Approves Revisions to Regulation S-P to Improve Protection of Consumer Information - Novaworks Weblog
      The SEC has adopted enhancements to Regulation S-P, the regulation protecting the privacy of consumer financial information.
    - FERC to Hold Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting on May 23, 2024.
    - SEC Staff Releases Latest Investment Adviser Statistics Report - Novaworks Weblog
      SEC’s Division of Investment Management Analytics Office (the Division) issued a new report of Investment Adviser Statistics, which is based on compiled data filed by investment advisers on Form ADV
    - SEC, FinCEN Propose Customer Identification Program Requirements for RIAs and ERAs - Novaworks Weblog
      The SEC and FinCEN have proposed new rulemaking under which SEC-registered investment advisers and exempt reporting advisers would be required to establish, document, and maintain written customer identification programs.
    - Novaworks Offers Webinar: Exploring the Impact of Data Transparency on Municipal Reporting - Novaworks Weblog
      Novaworks will host a free webinar geared toward investors, state and local governments and other market participants to delve into the changes that are coming with the Financial Data Transparency Act (FDTA)
    - SEC Staff Issues New Report of Registered Fund Statistics - Novaworks Weblog
      The SEC has released a new report of Registered Fund Statistics, based on compiled data reported on Form N-PORT by funds registered with the SEC.
    - SEC Issues Risk Alert Regarding Advisers Act Marketing Rule Compliance - Novaworks Weblog
      The SEC’s Division of Examinations has released a Risk Alert, sharing initial observations from examinations of investment advisers’ compliance with the Marketing Rule.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The Federal Energy Regulatory Commission’s (FERC) staff will hold its monthly open meeting via webcast on ferc.gov on Monday, May 13, 2024, at 11:00 a.m. ET
    - New Release (5.22b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.22b of all applications in the GoFiler Suite has been released.
    - Register Now for GovFin 2024 - Novaworks Weblog
      XBRL US and PwC will discuss how the Financial Data Transparency Act can improve municipal bond issuer reporting during GovFin 2024 on July 19 and 20, 2024.
    - SEC to Hold Second Annual Conference on Emerging Trends in Asset Management - Novaworks Weblog
      SEC’s Division of Investment Management to hold annual “Conference on Emerging Trends in Asset Management”, which will bring together academics and asset management industry participants and regulators
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting via webcast on ferc.gov on April 25, 2024.
    - SEC Issues Second Fee Rate Advisory for Fiscal Year 2024 - Novaworks Weblog
      SEC announced that, effective May 22, 2024, fee rates applicable to most securities transactions will be set at $27.80 per million dollars.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on April 16th from 4:00 p.m. to 6:00 p.m. ET as it is updated to version 2.3a.
    - What You Need to Know About the FDTA - Novaworks Weblog
      Novaworks has published a Financial Data Transparency Act fact sheet to help filers understand the new legislation.
    - XBRL US Announces Webinar: SEC Rule – Tailored Shareholder Reports for Mutual Funds and ETFs - Novaworks Weblog
      XBRL US will discuss the XBRL requirements pertaining to the SEC’s final rule for Tailored Shareholder Reports on May 15, 2024.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will discuss matters concerning rules and regulations affecting small and emerging businesses on May 6, 2024.
    - SEC to Hold 43rd Annual Small Business Forum - Novaworks Weblog
      The SEC’s Office of the Advocate for Small Business Capital Formation is hosting the 43rd Annual Forum on Small Business Capital Formation April 16-18, 2024.
    - SEC Delays Effective Date for Rule Related to Climate-Related Disclosures for Investors - Novaworks Weblog
      The SEC has delayed the effective date of rules adopted to require domestic and foreign registrants to include specific climate-related data in their annual reports and registration statements.
    - SEC Adopts Amendments to Internet Advisers Exemption Rule - Novaworks Weblog
      The SEC has adopted amendments to the “internet adviser exemption” rule and accompanying changes to Form ADV.
    - SEC Adopts New Rule Concerning Daily Market Data Report Requirements - Novaworks Weblog
      The SEC has adopted new Regulation SE, under which registered SBSEFs are required to publish Daily Market Data Reports (DMDR) on their websites using a custom XML schema and PDF renderer.
    - SEC Adopts New Rule Regarding Security-Based Swap Execution Facilities - Novaworks Weblog
      The SEC has adopted new Regulation SE that creates a regime for the registration and regulation of security-based swap execution facilities (SBSEFs).
    - SEC Reminds Filers to Confirm Accurate Internal Links in EDGAR Filings - Novaworks Weblog
      The SEC reminds filers to confirm that internal links in their EDGAR filings are working properly before submitting the filings on the EDGAR system.
    - Updated: EDGAR Technical Difficulties with Some iXBRL Filings - Novaworks Weblog
      The SEC has updated the EDGAR system to resolve technical issues with some iXBRL filings.
    - SEC Issues 2024 XBRL Taxonomies Update - Novaworks Weblog
      The SEC has upgraded the EDGAR system to Release 24.1, which supports the 2024 XBRL reporting taxonomies.
    - New Release (5.22a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.22a of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 24.1.
    - SEC Releases EDGAR 24.1 - Novaworks Weblog
      The SEC has released EDGAR 24.1, which includes the 2024 versions of many XBRL taxonomies as well as new Form 17AD-27.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will meet to discuss matters related to administrative, electric, gas, hydro, and certificates on March 21, 2024.
    - SEC Overview of Rules to Enhance and Standardize Climate-Related Disclosures Now Available for Viewing - Novaworks Weblog
      The SEC has provided a free video regarding the newly adopted rules intended to enhance and standardize climate-related disclosures.
    - SEC Adopts Amendments to Increase Transparency Requirements for Order Execution Information - Novaworks Weblog
      The SEC has adopted amendments to the disclosure requirements of Rule 605 of Regulation NMS for executions in national market system stocks.
    - SEC Staff Reviews Cash Flow Statement Data Element Presentation - Novaworks Weblog
      SEC Division Economic Risk Analysis reviewed Forms 10-Q 10-K filed in 2023 to determine whether filers’ cash flow statement data element presentation structure is organized correctly
    - SEC Approves Amendments to Enhance and Standardize Climate-Related Disclosures for Investors - Novaworks Weblog
      The SEC has adopted amendments that make it mandatory for domestic and foreign registrants to include specific climate-related data in their annual reports and registration statements.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC announced that will incorporate the XBRL changes required under Order No. 898 into its 2024 annual XBRL update cycle.
    - SEC’s Division of Trading and Markets to Discuss Climate Disclosures - Novaworks Weblog
      The SEC’s Division of Trading and Markets will discuss climate-related disclosures for investors on March 6, 2024.
    - SEC Revises Ethics Rules Governing Securities Trading by Agency Employees - Novaworks Weblog
      The SEC, in conjunction with the Office of Government Ethics, has adopted amendments to its ethics rules for its employees.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will discuss the SEC's proposals to improve equity market structure and the use of materiality as a disclosure standard on March 7, 2024.
    - SEC Overview of New SPACs Rules Available for Viewing - Novaworks Weblog
      The SEC has released an informational video to help interested parties learn more about new rules concerning special purpose acquisition companies.
    - SEC Reminds Filers to Confirm Accurate Internal Links in EDGAR Filings - Novaworks Weblog
      The SEC has reminded filers to confirm that internal links in their EDGAR filings are working properly before to submitting the filings on EDGAR.
    - SEC’s Staff to Discuss Accredited Investor Definition and IPOs - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will meet to discuss the accredited investor definition and IPOs on February 27, 2024.
    - SEC Proposes to Revise Definition of Qualifying Venture Capital Funds - Novaworks Weblog
      The SEC has proposed to update the dollar threshold for a fund to qualify as a “qualifying venture capital fund”.
    - SEC Provides Guidance on Inline XBRL Filing Fee Exhibit - Novaworks Weblog
      The SEC has released guidance on how to prepare and submit Inline XBRL filing fee exhibits to EDGAR. GoFiler already provides a filing fee disclosure preparation tool.
    - President’s Day - Novaworks Weblog
      The SEC will be closed Monday, February 19th in observance of President’s Day/Washington’s Birthday. The EDGAR System will not receive, process, or accept filings on this day.
    - New Release (5.21b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.21b of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 24.0.2.
    - SEC Approves Amendments to Enhance Private Fund Reporting - Novaworks Weblog
      The SEC and the Commodity Futures Trading Commission have adopted amendments to Form PF designed to modernize reporting requirements for all filers and large hedge fund advisers.
    - SEC Approves New Rules to Include Certain Significant Market Participants as “Dealers” or “Government Securities Dealers” - Novaworks Weblog
      The SEC has adopted rules to further define the phrase “as a part of a regular business” as used in the statutory definitions of “dealer” and “government securities dealer”.
    - SEC Announces EDGAR Release 24.0.2 - Novaworks Weblog
      EDGAR Release 24.0.2 implements changes to filing cut-off times for Schedules 13D and 13G and introduces changes to Form N-MFP3 and Form N-PX.
    - Issue Filing Large XBRL Reports to the EDGAR System - Novaworks Weblog
      EDGAR XBRL filers are experiencing an issue when submitting large XBRL filings to the EDGAR system. The SEC is working to resolve this problem.
    - FASB Releases Proposed Taxonomy Implementation Guides for 2024 US GAAP Financial Reporting Taxonomy - Novaworks Weblog
      The FASB has released proposed Taxonomy Implementation Guides based on the 2024 US GAAP Financial Reporting Taxonomy related to the reporting for leases and the reporting by investment companies.
    - SEC’s Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Trading and Markets will hold an open meeting to discuss the definitions of particular terms pertaining to liquidity advisors on February 6, 2024.
    - SEC Announces 2024 Filing Fee Disclosure (FFD) Taxonomy - Novaworks Weblog
      The EDGAR system was updated with interim release 24.0.1 and now supports the Filing Fee Disclosure taxonomy.
    - SEC Announces EDGAR Release 24.0.1 - Novaworks Weblog
      On January 29th, EDGAR Release 24.0.1 was implemented and includes a new element in certain XML schemas.
    - GoFiler Desktop Licensing Server Maintenance Completed - Novaworks Weblog
      The GoFiler Desktop Licensing Server will be unavailable during scheduled maintenance on January 27th, from 10:00 a.m. to 12:00 p.m. ET.
    - SEC Approves Rules to Improve Investor Protections Regarding SPACs, Shell Companies, and Projections - Novaworks Weblog
      The SEC has adopted rules designed to strengthen investor protections in initial public offerings by special purpose acquisition companies and in subsequent business combination transactions among SPACs and private operating companies.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on January 26th from 4:00 p.m. to 6:00 p.m. ET as it is updated to version 2.2a.
    - SEC Staff to Hold Open Meeting Concerning SPACs - Novaworks Weblog
      The SEC’s staff will discuss adopting new rules amendments to enhance transparency requirements and provide additional investor protections in IPOs by special purpose acquisition companies and in subsequent business combination transactions between SPACs and target companies on January 24, 2024..
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The Federal Energy Regulatory Commission’s (FERC) staff will hold its monthly open meeting on January 18, 2024.
    - Birthday of Martin Luther King, Jr. - Novaworks Weblog
      The SEC and the FERC will be closed Monday, January 15th in observance of Martin Luther King, Jr.’s birthday. The EDGAR System will not receive, process, or accept filings on this day
    - FASB Publishes Proposed Updates for US GAAP Financial Reporting Taxonomy Related to Debt with Conversion and Other Options - Novaworks Weblog
      The FASB has released proposed updates to the US GAAP Financial Reporting Taxonomy (GRT) related to a proposed Accounting Standards Update (ASU) on Debt with Conversion and Other Options.
    - FERC Announces Latest eForms Refresh with 2024 Taxonomies - Novaworks Weblog
      The FERC has updated the eForms system with draft Version 2024-01-01 of its XBRL taxonomies, validation rules, and rendering files.
    - New Year’s Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed Monday, January 1, 2024, in observation of the New Year holiday.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on December 29th from 1:00 p.m. to 3:00 p.m. ET as it is updated to version 2.1a.
    - SEC Staff Releases Report on Accredited Investor Definition - Novaworks Weblog
      The SEC’s Divisions of Corporation Finance and Economic and Risk Analysis have prepared and issued a report in connection with the review of the accredited investor definition.
    - Christmas Hours - Novaworks Weblog
      Both the SEC and the FERC will be closed Monday, December 25th. Novaworks will also be closed in observance of Christmas.
    - SEC’s Small Business Advocacy Office Issues Report to Congress on Capital Raising - Novaworks Weblog
      The SEC’s Office of the Advocate for Small Business Capital Formation issued its 2023 Annual Report, which details how entrepreneurs and investors are building companies together.
    - SEC Approves PCAOB Budget and Accounting Support Fee for 2024 - Novaworks Weblog
      The SEC has approved the 2024 budget of the Public Company Accounting Oversight Board (PCAOB) and the related annual accounting support fee.
    - SEC Office of the Investor Advocate Publishes Policy Recommendations on Mandatory Arbitration and Registered Index-Linked Annuities Research - Novaworks Weblog
      The SEC’s Office of the Investor Advocate issued its Report on Activities for the fiscal year 2023 to Congress.
    - GoFiler Desktop Licensing Server Maintenance Completed - Novaworks Weblog
      The GoFiler Desktop Licensing Server will be unavailable during scheduled maintenance on January 27th, from 10:00 a.m. to 12:00 p.m. ET.
    - XBRL US Webinar: FDTA Impact on Municipal Bond Investors - Novaworks Weblog
      XBRL US will hold a webinar to discuss the impact of the Financial Data Transparency Act (FDTA) on Municipal Bond Investors on January 17, 2024.
    - New Release (5.21a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.21a of all applications in the GoFiler Suite has been released. This version corresponds to EDGAR 23.4.
    - SEC Releases Draft 2024 Self-Regulatory Organizations (SRO) Taxonomy - Novaworks Weblog
      The SEC has released a draft of the 2024 Self-Regulatory Organizations (SRO) XBRL taxonomy.
    - Reminder: EDGAR Filing Fee Beta Ending Soon - Novaworks Weblog
      The SEC will close the EDGAR Filing Fee Beta on December 22, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting on December 19. 2023.
    - Update Regarding SEC’s Share Repurchase Disclosure Modernization Rule - Novaworks Weblog
      The US Court of Appeals for the Fifth Circuit has issued an opinion in Chamber of Commerce USA v. SEC, in which petitioners challenge the Share Repurchase Disclosure Modernization rule.
    - SEC Staff to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Trading and Markets and the Office of the Chief Accountant will hold an open meeting December 13, 2023.
    - SEC Adopts Rule to Prohibit Conflicts of Interest in Certain Securitizations - Novaworks Weblog
      The SEC adopted a rule to prohibit securitization participants from engaging in any transaction that would involve or result in certain material conflicts of interest.
    - SEC Issues Interactive Data Test Suite Update - Novaworks Weblog
      The SEC announced that the Interactive Data Test Suite has been updated.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will hold an open meeting via webcast on sec.gov on December 7, 2023.
    - SEC Approves Rules to Enhance Clearing Agency Governance and Reduce Conflicts of Interest - Novaworks Weblog
      The SEC has adopted rules to improve the governance of SEC-registered clearing agencies by mitigating conflicts of interest that may influence the board of directors or equivalent governing body.
    - SEC, MSRB, FINRA to Co-Sponsor Compliance Outreach for Municipal Market Professionals - Novaworks Weblog
      The SEC, the MSRB, and FINRA will host a Compliance Outreach Program on December 7, 2023.
    - Thanksgiving - Novaworks Weblog
      SEC and the FERC will be closed Thursday, November 23rd in observance of Thanksgiving. The EDGAR System will not receive, process or accept filings on this day
    - GoFiler Online Update - Novaworks Weblog
      GoFiler Online will be updated to version 2.11b on November 22, 2023.
    - New Release (5.20c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.20b of all applications in the GoFiler Suite has been released. This includes support for the FFD and FND Taxonomies.
    - FERC Announces Latest eForms Refresh - Novaworks Weblog
      The FERC has released a new Form 1 XBRL taxonomy and related codesets, effective for fourth quarter filings for 2023.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will meet to address matters concerning rules and regulations affecting small and emerging businesses on November 29, 2023.
    - SEC Releases 2024 Peak Filing Volume Dates for EDGAR Filings - Novaworks Weblog
      The SEC has published the 2024 Peak Filing Volume Dates for EDGAR filings.
    - SEC Releases Enforcement Results for Fiscal Year 2023 - Novaworks Weblog
      The SEC’s Division of Enforcement announced that in fiscal year 2023 it saw a number of significant enforcement actions that furthered its attempt both to protect investors and promote market integrity.
    - FASB Issues Improvements for 2024 US GAAP Reference Project - Novaworks Weblog
      The FASB has released proposed improvements for references in the 2024 US GAAP Financial Reporting Taxonomy and the related release notes for public comments.
    - SEC Introduces New Intake System for Rule 14a-8 Submissions and Related Correspondence - Novaworks Weblog
      The SEC’s Division of Corporation Finance has implemented an intake system for Rule 14a-8 submissions and related correspondence.
    - SEC Releases Findings from Evaluation of Filers’ Use of Labels for the Same Reported Item on the Income Statement over Multiple Periods - Novaworks Weblog
      The SEC’s Division of Economic Risk Analysis (DERA) has assessed how filers label the elements used in tagging reported items on the income statement over multiple periods.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC staff will hold the commission's monthly open meeting on November 16, 2023.
    - Veterans Day - Novaworks Weblog
      The SEC will be closed Friday, November 10th, in observance of Veterans Day. The EDGAR System will not receive, process, or accept filings on this day.
    - SEC Approves Rules to Reform Registration and Regulation of Security-Based Swap Execution Facilities - Novaworks Weblog
      The SEC has adopted Regulation SE under the Securities Exchange Act, which establishes the process for an entity to register with the SEC as a security-based swap execution facility and introduces a new form required for registration.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on October 27th from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 2.0b.
    - SEC’s Division of Examinations Publishes Fiscal Year 2024 Priorities - Novaworks Weblog
      The SEC's Division of Examinations has published its 2024 priorities, which details a risk-based approach, including possible risks to the integrity of the US capital markets and investors.
    - FERC Proposes Revisions to the Filing Process and Data Collection for the Electric Quarterly Report - Novaworks Weblog
      The FERC has proposed new EQR system based on the eXtensible Business Reporting Language-Comma-Separated Values (XBRL-CSV) standard.
    - New Release (5.20b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.20b of all applications in the GoFiler Suite has been released. This includes support for the EDGAR Next Beta.
    - SEC Announces Rule Proposal to Address Volume-Based Exchange Transaction Pricing for NMS Stocks - Novaworks Weblog
      The SEC has proposed Rule 6b-1 to limit national securities exchanges from offering volume-based transaction pricing.
    - SEC Adopts Rule to Enhance Short Sale Disclosure, Amends CAT NMS Plan for Short Sale Data Collection - Novaworks Weblog
      The SEC has adopted Rule 13f-2, Form SHO, and amendments to the national market system plan to enhance disclosures for short sale-related data.
    - SEC Approves Rule to Enhance Disclosures in the Securities Lending Market - Novaworks Weblog
      The SEC has adopted rules to enhance disclosure requirements related to and improve the efficacy of the securities lending market.
    - SEC Issues Draft 2023 Fund (FND) Taxonomy - Novaworks Weblog
      The SEC has released a draft version of the Fund (FND) Taxonomy that includes elements required for tagging fund name disclosures.
    - SEC’s Division of Trading and Markets to Discuss Volume-Based Exchange Transaction Pricing for NMS Stocks - Novaworks Weblog
      The SEC’s Division of Trading and Markets will hold an open meeting to discuss volume-based exchange transaction pricing for NMS stocks on October 18, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss administrative, electric, gas, hydro, and certificates matters on October 19, 2023.
    - SEC Approves Amendments to Rules Governing Beneficial Ownership Reporting - Novaworks Weblog
      The SEC has approveed final rules and guidance intended to enhance disclosure requirements for beneficial ownership reporting.
    - SEC’s Division of Trading and Markets to Discuss Reporting of Securities Loans and Short Position and Activity Reporting - Novaworks Weblog
      The SEC’s Division of Trading and Markets will hold a meeting to discuss the reporting of securities loans and short position and activity reporting.
    - FASB Publishes Technical and Other Improvements for 2024 US GAAP Taxonomy - Novaworks Weblog
      The FASB has proposed technical and conforming improvements for the 2024 US GAAP Financial Reporting Taxonomy.
    - SEC and FERC Closed October 9th - Novaworks Weblog
      The SEC and the FERC will be closed Monday, October 9th in observance of Columbus Day. The EDGAR System will not receive, process or accept filings on this day.
    - SEC Proposes Tailored Registration Form for Offerings of Registered Index-Linked Annuities - Novaworks Weblog
      The SEC has proposed amendments that would update the offering process and create customized disclosure requirements for registered index-linked annuities (RILAs).
    - SEC Updates Filing Fee Beta Opening Date - Novaworks Weblog
      SEC has announced that the EDGAR Filing Fee Beta will open on Wednesday, October 4, 2023, instead of Monday, October 2, 2023, as previously scheduled
    - SEC Hosts World Investor Week 2023 Centered on Due Diligence - Novaworks Weblog
      The SEC will help host World Investor Week 2023, which will focus on investors taking time to do due diligence to avoid fraud and to make better informed investment decisions.
    - SEC’s Division of Corporation Finance Provides Guidance in Advance of a Possible Government Shutdown - Novaworks Weblog
      In the event of a government shutdown, SEC's Division of Corporation Finance alerted the public on September 27, 2023 that it will be unable to accelerate registration statements effectiveness or qualify Form 1-A offering statements.
    - SEC Guides Registrants Concerning Pending Registration Statements and Offering Statements During Potential Government Shutdown - Novaworks Weblog
      In the event of government shutdown, SEC's Division Corporation Finance will be unable to accelerate registration statements effectiveness or qualify Form 1-A offering statements.
    - SEC Adopts Revised Privacy Act Rule - Novaworks Weblog
      The SEC has approved revisions to the current regulation under the Privacy Act of 1974, the primary law that oversees how personal information is treated within the federal government.
    - SEC Adopts Rule Improvements to Inhibit the Use of Misleading Investment Fund Names - Novaworks Weblog
      The SEC has adopted amendments to the Fund Names Rule to address certain broad categories of investment company names that may mislead investors about an investment company's investments and risks.
    - Update: Notice Regarding the GoFiler Complete Update Utility - Novaworks Weblog
      Users may now download a fix for the issue introduced in the GoFiler Update Utility from the last release.
    - SEC Revises PAUSE List of Firms Using Misleading Information to Solicit Investors - Novaworks Weblog
      The SEC has revised its list of unregistered entities using inaccurate data, adding 29 soliciting entities, three impersonators of real firms, and one bogus regulator.
    - EDGAR Upgraded to Support 2023 Share Repurchase (SHR) Taxonomy - Novaworks Weblog
      EDGAR was updated to Release 23.3 and now supports Share Repurchase SHR taxonomy which allows for tagging disclosures associated with share repurchase disclosure modernization.
    - New Release (5.20a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.20a of all applications in the GoFiler Suite has been released.
    - EDGAR Release 23.3 - Novaworks Weblog
      The SEC has released EDGAR Version 23.3 with a new XML form and a new XBRL reporting taxonomy.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC’s Investor Advisory Committee will discuss Exempt Offerings under Regulation D, accredited investors, swing pricing, and other topics on September 21, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss matters related to electric, gas, hydro, and certificates on September 21, 2023.
    - SEC’s EDGAR Business Office to Present Demo on EDGAR Next Beta - Novaworks Weblog
      The SEC’s EDGAR Business Office will provide an overview of EDGAR Next in an open webinar on September 19, 2023.
    - SEC Announces Interactive Data Test Suite Update, Solicits Feedback - Novaworks Weblog
      The SEC has released an Interactive Data Test Suite Update, which aids filers in validating interactive data prior to submission to EDGAR.
    - SEC Publishes Rule Proposal to Enhance EDGAR Filer Access and Account Management, Announces Beta Testing - Novaworks Weblog
      The SEC has proposed amendments to improve filer access and account management on the EDGAR System.
    - SEC’s Division of Investment Management to Hold Open Meeting - Novaworks Weblog
      The SEC’s Division of Investment Management will discuss potentially misleading investments risk disclosures on September 20th.
    - SEC Publishes Sample Letter to Companies Regarding XBRL Disclosures - Novaworks Weblog
      The SEC has released a sample letter indicating the types of comments it may send to filers regarding their XBRL disclosures.
    - SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting - Novaworks Weblog
      The SEC’s Small Business Capital Formation Advisory Committee will meet to discuss rules and regulations affecting small and emerging businesses and investors on September 19, 2023.
    - Enhanced Reporting of Proxy Votes Form N-PX - Novaworks Weblog
      Novaworks has released a fact sheet concerning the upcoming changes to the format and information disclosed on Form N-PX.
    - Form N-PX Now Available on GoFiler Online - Novaworks Weblog
      GoFiler Online has been updated to Version 2.10a, which includes the new XML version of Form N-PX.
    - FASB Publishes Technical and Other Improvements for 2024 SEC Reporting Taxonomy - Novaworks Weblog
      The FASB has released proposed technical and conforming enhancements for the 2024 SEC XBRL Reporting Taxonomy and the related release notes.
    - Update: Notice Regarding the GoFiler Complete Update Utility - Novaworks Weblog
      Users may now download a fix for the issue introduced in the GoFiler Update Utility from the last release.
    - SEC Publishes 2024 Draft Taxonomies - Novaworks Weblog
      The SEC has released drafts of the 2024 updates its to reporting taxonomies, including updates within the annual review and update process for all SEC taxonomies accepted in the EDGAR system.
    - SEC Adopts Funding Amendment to National Market System Plan Governing the Consolidated Audit Trail - Novaworks Weblog
      The SEC has voted to approve an amendment to the National Market System Plan (NMS Plan) that regulates the Consolidated Audit Trail (CAT).
    - SEC Reopens Comment Period for Proposed Safeguarding Rule - Novaworks Weblog
      The SEC has reopened the comment period for their proposal, Safeguarding Advisory Client Assets, which would improve protections of customer assets managed by registered investment advisers.
    - SEC Directs Equity Exchanges and FINRA to Enhance Regulation of Market Data Plans - Novaworks Weblog
      The SEC has released an amended order directing the exchanges and FINRA to file a national market system plan.
    - SEC Provides Filers Opportunity to Participate in EDGAR Filing Fee Beta - Novaworks Weblog
      The SEC staff has announced its upcoming EDGAR Filing Fee Beta period, which will be open from October 2, 2023 through December 22, 2023.
    - Labor Day - Novaworks Weblog
      The SEC will be closed Monday, September 4th in observance of Labor Day, and will not receive, process or accept filings on this day
    - Novaworks Weblog - Archives
      Latest financial reporting news and commentary from Novaworks, including SEC news, EDGAR changes, XBRL coverage, and compliance software updates.
    - SEC Publishes Current Draft for EDGAR Filer Manual for Comment - Novaworks Weblog
      The SEC has released its draft of the EDGAR Filer Manual, Volume II: “EDGAR Filing” (Version 67) scheduled to be implemented in EDGAR Release 23.3 on September 18, 2023.
    - SEC’s Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC's Division of Trading and Markets will discuss matters related to the Joint Industry Plan: Amendment to the National Market System Plan Governing the Consolidated Audit Trail on September 6, 2023.
    - SEC Issues First Fee Rate Advisory for Fiscal Year 2024 - Novaworks Weblog
      The SEC has issued its first Fee Rate Advisory for Fiscal Year 2024, announcing the fees that public companies and other issuers pay to register their securities with the SEC.
    - SEC Amends Rules Regarding Exemption From National Securities Association Membership - Novaworks Weblog
      The SEC has adopted rule amendments to an exemption from Section 15(b)(8) of the Exchange Act regarding broker-dealer national securities association membership..
    - Novaworks’ Webinar on Filing Form 6Q to the FERC with XBRLworks Now Available for Viewing - Novaworks Weblog
      Novaworks’ webinar on filing Form 6Q to the FERC in XBRL format is now available for viewing.
    - New Release (5.19c) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.19c of all applications in the GoFiler Suite has been released.
    - SEC’s Division of Investment Management and Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC will hold an open meeting via webcast August 23 that will focus on private fund and investment advisor compliance.
    - SEC Issues Findings on Tagging Allowance for Credit Loss Write-Offs and Credit Quality Indicator in Notes to the Financial Statements - Novaworks Weblog
      DERA has concluded its assessment of the way filers are tagging write-offs for their credit quality indicator disclosures in their Form 10-K and has issued guidance.
    - FASB Issues Proposed ASU to Enhance Income Statement Expenses Disclosures - Novaworks Weblog
      The FASB has proposed an ASU to require public companies to provide disclosures about that company’s expenses that would help investors make informed decisions concerning investments.
    - SEC Proposes Reforms to Mitigate Risks to Investors From Conflicts of Interest Related to the Use of Predictive Data Analytics by Firms - Novaworks Weblog
      The SEC has proposed rule amendments to reduce conflicts of interest for firms that interact with investors using a covered technology that optimizes investment-related outcomes.
    - SEC Adopts Rules on Public Company Cybersecurity Disclosures - Novaworks Weblog
      The SEC has adopted amendments to standardize disclosures for cybersecurity risk management, strategy, governance, incidents by public companies.
    - SEC Proposes Internet Adviser Registration Reforms - Novaworks Weblog
      The SEC has proposed amendments to the rule that allows certain investment advisers that provide investment advisory services through the internet to register with the SEC.
    - FERC, NERC to Host Joint Physical Security Technical Conference - Novaworks Weblog
      The FERC and NERC will discuss the physical security of the Bulk-Power System on August 10, 2023.
    - XBRL US Opens Registration for GovFin 2023: Empowering Governments, Modernizing Reporting - Novaworks Weblog
      XBRL US will host a conference to discuss the passage of legislation related to the Financial Data Transparency Act and Grants Reporting Efficiency and Transparency Act
    - SEC Issues Draft 2023 Share Repurchase (SHR) Taxonomy - Novaworks Weblog
      The SEC has released a draft version of the SHR taxonomy and accompanying taxonomy guide, the files for which are available on the SEC’s Taxonomies webpage.
    - SEC Approves Amendments to Modernize Share Repurchase Disclosure - Novaworks Weblog
      The SEC has adopted rule amendments that modernize and improve disclosure about repurchases of an issuer’s equity securities that are registered under the Securities Exchange Act of 1934.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC staff will hold its monthly open meeting via webcast on ferc.gov on July 27, 2023.
    - EDGAR Release 23.2.1 - Novaworks Weblog
      The SEC has updated SEC.gov stylesheets for Forms 4 and 5, which were implemented with EDGAR Release 23.2.1
    - SEC Staff Issues First Semi-Annual Report to Congress on Use of Machine-Readable Data - Novaworks Weblog
      The SEC has issued its first semi-annual report to Congress concerning the public and internal use of machine-readable data for corporate disclosures.
    - New Release (5.19b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.19b of all applications in the GoFiler Suite has been released.
    - SEC Proposes Amendments to the Broker-Dealer Customer Protection Rule, Solicits Comment - Novaworks Weblog
      The SEC has proposed rules that would amend and enhance Rule 15c3-3, which protects a customer’s cash and securities held at a carrying broker-dealer.
    - SEC Approves Money Market Fund Reforms and Amendments to Forms PF and N-CR - Novaworks Weblog
      The SEC is amending rules that govern money market funds under the Investment Company Act of 1940, including updating Form N-CR to use XML.
    - SEC Submits Report to Congress on Public and Internal Use of Machine-Readable Data for Corporate Disclosures - Novaworks Weblog
      The SEC has published its first required semi-annual report to Congress regarding public and internal use of machine-readable data for corporate disclosures.
    - SEC to Hold Open Meeting on Money Market Fund Reform and Broker-Dealer Reserve Requirements - Novaworks Weblog
      The SEC will discuss money market fund reform and broker-dealer reserve requirements during an open meeting on July 12, 2023.
    - Novaworks to Host Free Webinar on Filing Form 6-Q to the FERC in XBRL Format - Novaworks Weblog
      Novaworks will host a free webinar to show filers XBRLworks, a simple, fast, and cost-effective way to prepare submit Form 6Q to the FERC in the required XBRL format.
    - Independence Day - Novaworks Weblog
      The SEC and the FERC will be closed Tuesday, July 4th in observance of Independence Day.
    - SEC Offers Guidance Regarding Correct Usage of Operating Activities Presentation Child Elements Tags for Investing Activities and Financing Activities as Presentation Parent Elements - Novaworks Weblog
      The SEC's Division of Economic Risk Analysis has observed filers using tags for accrual items for operating activities as presentation child elements of certain Forms 10-K and 10-Q.
    - FASB Staff Issues Proposed GAAP Taxonomy Improvements for a Proposed ASU to Enhance the Accounting for Purchased Financial Assets - Novaworks Weblog
      FASB has published GAAP Taxonomy Improvements for a proposed ASU, which addresses stakeholder concerns regarding comparability and complexity related to purchased financial assets
    - XBRL US Staff to Host Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ DQC will hold a webinar to discuss plans to implement guidance for public companies complying with the SEC’s XBRL requirements on July 6, 2023.
    - SEC to Reopen Comment Period for Position Reporting of Large Security-Based Swap Positions - Novaworks Weblog
      The SEC has reopened the comment period for its proposal concerning reporting for large security-based swap positions.
    - SEC Issues June 2023 XBRL Taxonomies Update - Novaworks Weblog
      The SEC updated the EDGAR system to Release 23.2, and the system now supports multiple new XBRL reporting taxonomies.
    - Interim Release of GoFiler (5.19a Patch A) - Novaworks Weblog
      Patch A has been released for Version 5.19a of the GoFiler Suite, addressing issues with DEI 2022 that affects IFRS 2023, US GAAP 2023, RXP, and OEF.
    - New Release (5.19a) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.19a of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 23.2.
    - SEC Announces EDGAR BETA Testing for Filing Fee Modernization Rule - Novaworks Weblog
      The SEC has announced an EDGAR Filing Fee Beta that will allow filers and filing agents to test the technical and structured data components of the Filing Fee Disclosure and Payment Methods Modernization rule.
    - FERC Adopts Credit Risk Management Rule - Novaworks Weblog
      The FERC has approved a final rule intended to enhance credit risk management throughout the organized wholesale electric power markets.
    - Juneteenth - Novaworks Weblog
      The SEC and the FERC will be closed Monday, June 19th in observance of Freedom Day.
    - SEC Staff to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced that a virtual Investor Advisory Committee meeting will take place on June 22, 2023.
    - SEC Approves Amendments to Remove References to Credit Ratings From Regulation M - Novaworks Weblog
      SEC is adopting rule amendments to Regulation M, under which, the SEC is required to replace references to credit ratings with alternative standards of creditworthiness
    - Congressional Subcommittee on Energy, Climate, and Grid Security to Hold Public Hearing - Novaworks Weblog
      The FERC commissioners will participate in a hearing held by the Subcommittee on Energy, Climate, and Grid Security on June 13, 2023.
    - FERC to Hold Its Monthly Open Commission Meeting - Novaworks Weblog
      The FERC will hold its monthly open meeting to discuss administrative, electric, gas, hydro, and certificates on June 15, 2023.
    - SEC Approves Rules to Prevent Fraud Related to Security-Based Swaps Transactions and Prevent Undue Influence Over CCOs - Novaworks Weblog
      SEC announced that it is adopting new Rule 9j-1, pursuant to Securities Exchange Act of 1934 (Exchange Act), which is designed to prevent fraud in a security-based swap
    - SEC Announces Form N-CEN Data Sets Available for Download - Novaworks Weblog
      The SEC announced that Form N-CEN Data Sets are now available for download.
    - SEC Staff to Hold Webinar: Compliance Matters - Novaworks Weblog
      The SEC’s Atlanta Regional Office and the Division of Examinations will host a compliance outreach event to discuss compliance for registered investment advisers on June 14, 2023.
    - SEC’s Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      The SEC's Division of Trading and Markets will discuss fraud regarding security-based swaps, Regulation M, amending the National Market System Plan Governing the Consolidated Audit Trail on June 7.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on August 26th from 3:00 p.m. to 6:00 p.m. ET as it is updated to version 1.2a.
    - XBRLworks Scheduled Maintenance - Novaworks Weblog
      XBRLworks will be unavailable during scheduled maintenance on May 20th from 4:00 p.m. to 7:00 p.m. ET as it is updated to version 1.1d.
    - SEC Revises Notification for EDGAR Cipher Update - Novaworks Weblog
      The SEC will update the ciphers it supports in its Transport Layer Security (TLS) cryptographic protocol on January 17, 2022.
    - LDC #170: Adding Dot Fill Leaders With Embedded Images - Novaworks Weblog
      Use Legato and embedded images to simulate a dot fill leader in an HTML table.
    - LDC #169: Adding New Functionality To Older Scripts - Novaworks Weblog
      Modify an existing script to give it new functionality, discussing why you do not need to know exactly how a script works to add to it.
    - LDC #48: Improved Align Outline Text Function - Novaworks Weblog
      An improved version of the Align Outline Text script, looks for patterns in the paragraph to find lead-in blocks and wrap them in font tags.
    - LDC #168: Reading JSON with Legato - Novaworks Weblog
      A discussion of the new JSON functions, that have been added in the latest release, and how they can be used to add JSON support to your next script.
    - LDC #167: A Quick Web Link Builder Part II - Novaworks Weblog
      Using Legato to gather and edit links and build accurate citations from existing websites.
    - LDC #166: Forcing a Subject Company Name Lookup For 13D/G Filings - Novaworks Weblog
      use Legato to build an automated subject company lookup script, to force GoFiler to check the name of the subject company in 13D and 13G filings.
    - LDC #165: A Quick Web Link Builder - Novaworks Weblog
      This blog describes a script that allows web links to be quickly inserted using a custom script reducing the total steps in adding external links.
    - LDC #164: Validating Project Files Have XBRL - Novaworks Weblog
      Use Legato to improve the validation functions for project files to detect XBRL files.
    - LDC #163: Tracking Time in Legato - Novaworks Weblog
      A discussion tracking elapsed time in Legato using several different techniques and the pros and cons of those techniques.
    - LDC #162: An Introduction to Quick Keys - Novaworks Weblog
      This blog provides an introduction to how quick keys are utilized in GoFiler and how they may be altered by Legato programmers.
    - LDC #161: Quickly Adding CSS Classes to an Existing HTML Document - Novaworks Weblog
      In the EDGAR world, inline CSS can be used to style documents. A quick Legato script can translate inline styles to a style sheet.
    - XBRL US Releases Taxonomy Development Handbook for Public Comment - Novaworks Weblog
      On November 19th, XBRL US released the Taxonomy Development Handbook, a comprehensive guide that directs regulators, industry experts, and businesses through building high quality data standards with XBRL, for public review.
    - LDC #160: Securing Log Files with MD5 - Novaworks Weblog
      use Legato to secure the submission logging file we discussed in a blog post a few weeks back.
    - LDC #154: Enhanced Submission Logging - Novaworks Weblog
      Use Legato to build a script to log submission status of a project file.
    - FERC Staff Releases 2023 Summer Energy Market and Electric Reliability Assessment - Novaworks Weblog
      The FERC has issued its 2023 Summer Energy Market and Electric Reliability Assessment, the report that provides the agency’s outlook for energy markets and electric reliability this season.
    - Memorial Day - Novaworks Weblog
      The SEC and the FERC will be closed Monday, May 29th in observance of Memorial Day. The EDGAR System will not receive, process or accept filings. FERC's eForms will accept filings submitted on May 29th.
    - SEC Releases New Draft ECD Taxonomy and Guide - Novaworks Weblog
      The SEC has released a draft of the Executive Compensation Disclosure (ECD) taxonomy and the corresponding taxonomy guide, which have now been updated to include the required clawback disclosures.
    - SEC Adopts Compensation Recovery Listing Standards and Disclosure Rules - Novaworks Weblog
      The SEC has adopted rules that require securities exchanges to implement new compensation recovery listing standards that would mandate issuers who list securities on these exchanges to develop and implement erroneously awarded incentive-based compensation recovery policy.
    - SEC Publishes Insider Transactions Data Sets - Novaworks Weblog
      The SEC has announced that the Insider Transactions Data Sets are now available for download on its website.
    - SEC Announces Public Availability of Form 13F Data Sets - Novaworks Weblog
      The SEC has announced that the Form 13F Data Sets are available for download.
    - SEC Provides Guidance Regarding Proper Tagging for Finance Lease Liability, Future Payments, and Excess Amount of the Future Payments Over the Finance Lease Liability - Novaworks Weblog
      The SEC’s DERA has released guidance on inappropriate tagging disclosures of finance lease liability, undiscounted future lease payments, and the excess amount of the undiscounted future lease payments over the finance lease liability.
    - LDC #150: How to Decide When to Use Legato - Novaworks Weblog
      A discussion of when it is appropriate to use a Legato script, considering the complexity of the task and potential design complications.
    - LDC #67: Legato Program Design Best Practices - Novaworks Weblog
      A discussion of some basic software engineering principles, and how they apply to building a larger Legato project.
    - LDC #144: Using Legato to Create Hidden Text in a Document - Novaworks Weblog
      Use Legato to automate marking table cells, paragraphs, and other block tags as hidden without removing it from the document flow.
    - LDC #141: Creating iXBRL Proof Files Quickly and Easily - Novaworks Weblog
      Use Legato to insert styled span tags in an inline XBRL document proof.
    - LDC #139: For loops vs While Loops, deciding which to use. - Novaworks Weblog
      Discussing when to use certain types of loops in a Legato function, the advantage of for loops vs while loops.
    - LDC #137: Creating background process to convert HTML files in Legato - Novaworks Weblog
      Using Legato to create a background task to monitor for Word files to convert
    - LDC #136: Using Legato to Automate Document Conversion - Novaworks Weblog
      One of the most important features of GoFiler is the ability to take Microsoft Office documents and turn them into EDGAR compliant documents that can be filed to the SEC. While conversion is easy to do manually in GoFiler, there is a function in Legato that can add a crucial step into an automated set of steps that can help make setting up filings a breeze. Today I will go in-depth on this function: ConvertFile
    - LDC #135: How To Automate Inserting Pictures into an HTML File - Novaworks Weblog
      Use Legato to add a function to GoFiler to insert a folder of images into an HTML file
    - LDC #132: Adding Edit Functionality to the Page Break Manager - Novaworks Weblog
      Using Legato to add functionality to our page break manager.
    - LDC #101: Page Break Template Manager, Part 3 - Novaworks Weblog
      Using Legato to build a page break template manager
    - LDC #41: Align Outline Text - Novaworks Weblog
      Using a legato script to iterate over an HTML file with the SGML parser class, replacing chains of non-breaking spaces with a single font tag for consistent spacing in an outline-style document.
    - LDC #156: Introduction to File Types in Legato - Novaworks Weblog
      This blog is going to discuss how we can validate files we receive from users in order to possibly help them avoiding costly mistakes.
    - LDC #152: Sorting and Searching Tables - Novaworks Weblog
      A discussion of Legato's ability to sort and search tables and lists and the performance impact of the various methods of searching and sorting.
    - LDC #149: Using FTP in Legato - Novaworks Weblog
      This weeks's blog is going to focus on the File Transport Protocol or FTP and what functions Legato offers to add FTP into your next script.
    - LDC #146: HTML Writer Overview - Novaworks Weblog
      This week’s blog is an overview of the HTML Writer Object and how it can be used to create stylized paragraphs in tables in Legato with no manual HTML coding.
    - LDC #124: Converting CSV to HTML using Legato - Novaworks Weblog
      For this week's blog we are going to be taking a look at Legato's HTML Writer object in order to convert CSV into HTML.
    - LDC #142: Finding the Right Function - Novaworks Weblog
      This week's blog is going to cover the Function Select function in the Legato IDE as well as a quick discussion of the other functions on the Script ribbon.
    - LDC #134: Using the Windows Registry - Novaworks Weblog
      This week's blog will be a discussion of the registry functions in Legato as well as some common pitfalls programmers may encounter when using the registry
    - LDC #130: Synchronizing Meta Data - Novaworks Weblog
      This week's blog post is going to be an example of using Legato to analyze a directory and a csv file, and to update a database with the results.
    - LDC #123: Comparing Two Zip Files - Novaworks Weblog
      Figuring out which files have changed between versions of zip files can be a pain. For this blog, we are going to create a simple script to help compare the contents of two different zip files.
    - LDC #118: Bulk Filings Part 3 - Novaworks Weblog
      This week's blog post is the third part in a series about bulk filings. This week we will add a feature to add folders to the submission as well as improve performance.
    - LDC #114: Bulk Filings Part 1 - Novaworks Weblog
      This week's blog post is the beginning of a script that will allow users to create a bulk filing for submission to EDGAR.
    - LDC #115: Bulk Filings Part 2 - Novaworks Weblog
      Use Legato to create a bulk submission file for the SEC's EDGAR system out of existing GoFiler Project Files.
    - LDC #110: Organizing Pictures - Novaworks Weblog
      Sorting pictures can be a time consuming task. Luckily we can use Legato to create a basic sorting interface that can then be expanded.
    - LDC #106: RSS Monitor - Novaworks Weblog
      In this week's blog we are going to create a simple background task that monitors the SEC's RSS feed for any filings for a specific CIK.
    - LDC #157: Understanding Used versus Allocated Space in Arrays - Novaworks Weblog
      To get the most from using an array, it helps to have a more thorough understanding of exactly how arrays are stored and allocated.
    - LDC #153: Program Flow — Return vs. Exit - Novaworks Weblog
      This week's blog is a discussion of program flow and how the use of the exit and return commands affect the flow.
    - LDC #148: Unicode and UTF-8 - Novaworks Weblog
      This week's blog is a discussion of what ANSI, Unicode, and UTF-8 strings are, how to use them, and what it means for developers.
    - LDC #145: Using the Debug View - Novaworks Weblog
      This blog will discuss the basic functionality of Debug View which allows a programmer to view and inspect the details of variables while the target script program is running.
    - LDC #133: Checkbox and Radio Button Controls Part Three - Novaworks Weblog
      Automatic operation of checkbox and radio buttons is easy, but what if you want to extend the functionality or do something out of the ordinary?
    - LDC #128: Checkbox and Radio Button Controls Part 2 - Novaworks Weblog
      In part two of this series, we will be covering the radio button and taking the mystery out of the operation of automatic radio buttons.
    - LDC #127: Checkbox and Radio Button Controls Part 1 - Novaworks Weblog
      This weeks blog will help you create a better user experience with checkboxes and radio buttons in Legato.
    - LDC #126: Dialog Boxes Part V (continued) — Writing and Reading Information with a Data Control - Novaworks Weblog
      In this discussion of dialog boxes in Legato, we will continue to explore the data control by looking at how we can manipulate the content and retrieve data.
    - LDC #102: Dialog Boxes Part V — Introduction to the Data Control - Novaworks Weblog
      Learn how to display tables of information on a dialog using data control.
    - LDC #120: Quickly Sharing and Managing Data Between Scripts - Novaworks Weblog
      There are other methods of storing "meta" data in Legato. This week's blog is a deep dive into session data which is specifically designed to allow scripts to communicate.
    - LDC #116: Getting Text into Shape - Novaworks Weblog
      As the programmer, understanding how to format strings will make the process of making text presentable significantly faster and smoother. Legato offers an arsenal of tools to make formatting text simple and easy.
    - LDC #113: Time to Relax and Unwind - Novaworks Weblog
      Sometimes a program engages in operations that just cannot be casually aborted without an orderly shutdown. Within Legato, there is a function that help you to just that.
    - LDC #109: Getting a Handle on Handles - Novaworks Weblog
      Handles are a convenient way to identify complex objects like windows, files, etc. In this blog, we're going to get a "handle" on handles.
    - LDC #105: Dialog Boxes Part VI — Trackbar Control - Novaworks Weblog
      This week's blog is a a discussion of the trackbar control. Trackbars are commonly employed to allow users to adjust things that have a range of values.
    - LDC #155: Automatically Locking Projects - Novaworks Weblog
      When submitting a filing to the SEC you want everything about this filing to be checked, double checked, or even triple checked before submitting a live filing. If you are not 100% careful mistakes can happen. Just like elsewhere in life, following a set list of tasks for every filing can end up making life easier and allow you to ensure that mistakes are minimized as much as possible. Luckily there is a task list feature in GoFiler that we can access through Legato. This means that we can take steps to ensure that the same process gets followed every time that a filing gets created.
    - LDC #151: Exiting the Application - Novaworks Weblog
      In Legato you can make all sorts of different scripts that do many different tasks. A majority of these tasks come while you are working inside of GoFiler or another application, and when these are finished you simply return out of the script and the application continues on as normal. Sometimes, however, you are performing a task that must end with finality. In this case you can exit the program that is running your script. Today we are going to look at the ways in which you can accomplish this, how they are different, and times in which you would use each.
    - LDC #147: A Look Back in Time - Novaworks Weblog
      We started this blog in September of 2016, releasing one article a week (with only a few exceptions) for a total of 147 articles over 151 weeks, each article illustrating various features of the Legato scripting language. With so many articles available to reference I thought I would take the time this week to put together a picture of where we have been in a way that will make it easy to find previous topics that have been covered. This way no matter whether you have been a faithful reader since the beginning or if you have only found us recently you can have a place to easily find where and when we have covered a topic. This is by no means a comprehensive list, but intended to be a resource to find if we have covered a topic you may have questions about.
    - US GAAP Trend Analysis 2019 - Novaworks Weblog
      The SEC’s Division of Economic and Risk Analysis has released its analysis of custom tag usage in financial filings using the US GAAP taxonomy submitted to the SEC.
    - SEC Forms Cross-Divisional COVID-19 Market Monitoring Group - Novaworks Weblog
      The SEC is forming an internal, cross-divisional COVID-19 Market Monitoring Group, which will assist the SEC and its various divisions and offices in SEC and staff actions and analysis related to the effects of COVID-19 on markets, issuers, and investors, including main street investors.
    - SEC Announcement Regarding XBRL Tagging for Revenue Disclosures - Novaworks Weblog
      DERA staff have released an announcement regarding the use of certain XBRL elements for revenue disclosures to remind filers that have adopted ASU 2014-09 to use new elements related to this ASU for revenue disclosures.
    - SEC Trend Analysis for 2018: IFRS Custom Tag Rates - Novaworks Weblog
      DERA recently analyzed XBRL exhibits submitted to EDGAR to determine if IFRS filers were being consistent with US-GAAP filers in terms of their use of custom tags during this first year of required XBRL filings.
    - SEC Names New Directors for the Division of Economic and Risk Analysis and the Division of Investment Management - Novaworks Weblog
      On August 31, 2017, the SEC named Jeffrey Harris as Director of the Division of Economic and Risk Analysis and Dalia Blass as Director of the Division of Investment Management.
    - SEC Reopens Comment Period, Provides Supplemental Information for Proposed Amendments to Rule 3b-16 - Novaworks Weblog
      The SEC has reopened the comment period and provided supplemental information related to the January 2022 proposed amendments to Rule 3b-16 under the Securities Exchange Act of 1934.
    - SEC Staff to Discuss Reopening Comment Period for Proposed Amendments to Rule 3b-16 - Novaworks Weblog
      The SEC’s Division of Trading and Markets will meet on April 14th to discuss reopening the comment period for proposed amendments to Rule 3b-16 under the Securities Exchange Act.
    - SEC Announces XBRL Taxonomy Update - Novaworks Weblog
      The SEC has updated the EDGAR system to Release 22.2.2 which now supports the 2022Q3 supplemental US GAAP Financial Reporting Taxonomy and 2022Q3 supplemental SEC Reporting Taxonomy (SRT).
    - SEC Releases EDGAR 22.2 - Novaworks Weblog
      On June 21, 2022, the SEC introduced EDGAR Release 22.2.
    - SEC Issues EDGAR 22.1 - Novaworks Weblog
      On March 21, 2022, EDGAR Release 22.1 was released by the SEC, including the 2022 US GAAP and Risk/Return taxonomies as well as new Form 497VPSUB.
    - SEC Releases 2022 XBRL Taxonomies Update - Novaworks Weblog
      On March 21, 2022, the SEC upgraded the EDGAR system to Release 22.1.
    - SEC Announces Proposed Short Sale Disclosure Rule, Order Marking Requirement, and CAT Amendments and Reopens Comment Period for Proposed Rule 10c-1 - Novaworks Weblog
      The SEC has announced new Rule 13f-2 and related Form SHO that are intended to provite greater transparency to investors and regulators through increasing the public availability of short sale related data.
    - SEC Closed Monday, February 21 - Novaworks Weblog
      The SEC will be closed Monday, February 21 in observance of President's Day.
    - FASB Publishes Proposed Revisions to Future Taxonomy Related to Proposed ASU on Liabilities - Supplier Finance Programs - Novaworks Weblog
      The FASB has released a proposed update to the US Generally Accepted Accounting Principles (GAAP) Financial Reporting Taxonomy (US GAAP GRT) related to a Proposed Accounting Standards Update (ASU) on Liabilities - Supplier Finance Programs.
    - SEC Releases Taxonomy Compatibility for Newly Required Auditor Tags in the 2021Q4 DEI Taxonomy - Novaworks Weblog
      The SEC has reminded filers that the 2021Q4 version Document and Entity Information (DEI) taxonomy is compatible only with the 2021 versions of other taxonomies.
    - SEC Provides Update on Its Request for Comment on Potential Technical Changes to EDGAR - Novaworks Weblog
      The SEC is addressing current comments and seeking additional feedback on proposed technical changes to the EDGAR system and access to it.
    - SEC Releases 2021Q4 XBRL Taxonomies Update - Novaworks Weblog
      The SEC has updated the EDGAR system with Release 21.4 to accept the Closed-End Fund taxonomy and the 2021Q4 Document Entity Information taxonomy.
    - New Release (5.13b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.13b of all applications in the GoFiler Suite has been released.
    - Notice to Users Regarding Maintenance of License Server - Novaworks Weblog
      Scheduled maintenance will be performed on the Licensing and Registration server for the GoFiler Suite on February 21, 2022 at 2:00pm Eastern. Maintenance will last approximately one hour.
    - Important Notice Regarding Fee-Bearing Forms - Novaworks Weblog
      The SEC released a change to the EDGAR System on January 31st that affects forms with fees and requires changes to be made by filers submitting particular fee-bearing forms today.
    - GoFiler Release 5.10b Includes Beta Testing for Form 24F-2 - Novaworks Weblog
      The latest release (5.10b) of the GoFiler family of products includes a beta version of Form 24F-2NT as XML.
    - XBRL US DQC Releases Ruleset 14 - Novaworks Weblog
      XBRL US seeks public review and comment on fourteenth release of the Data Quality Committee (DQC) rules, which focus on supporting the IFRS taxonomy.
    - What Is the FERC XBRL Mandate? - Novaworks Weblog
      FERC has revised its electronic filing format to incorporate structured data in an effort to modernize its reporting regime. FERC’s XBRL requirement will require filers to submit to quarterly and annual reports of public utilities, electric utilities, natural gas companies, oil pipeline companies, and centralized service companies in XBRL.
    - XBRL US Releases Data Quality Committee Ruleset 11 - Novaworks Weblog
      XBRL US seeks public review and comment on version 11 of the Data Quality Committee rules, which help filers limit mistakes and avoid data inconsistencies.
    - XBRL US Data Quality Releases Eighth Ruleset for Comment - Novaworks Weblog
      The XBRL US Center for Data Quality has released the eighth set of rules and is seeking comment during a public exposure period ending February 1, 2019. The two rules in this release are for both the US-GAAP and IFRS taxonomies.
    - Proposed Changes to the 2018 IFRS Taxonomy - Novaworks Weblog
      On December 6th, the International Financial Reporting Standards (IFRS) Foundation released the IFRS Taxonomy 2018 – Proposed Update 2 General Improvements.
    - IFRS Foundation Proposes Update to the IFRS Taxonomy 2018 (IFRS 13 Common Practice) - Novaworks Weblog
      The IFRS Foundation has published a proposed update to the IFRS Taxonomy 2018, Common Practice (IFRS 13 Fair Value Measurement). Comments are due November 19.
    - SEC Releases EDGAR 18.3 - Novaworks Weblog
      On October 1, 2018, EDGAR Release 18.3 was released by the Securities and Exchange Commission. This release contains changes to the N-CEN and N-PORT EDGAR forms and improvements to EDGAR XBRL validation.
    - SEC Adopts Amendments to Simplify and Update Disclosure Requirements - Novaworks Weblog
      On August 17th, the SEC voted to approve amendments to certain disclosure requirements that have become duplicative, overlapping, or outdated.
    - XBRL US Data Quality Committee Approves Sixth Ruleset for IFRS and US GAAP Filings - Novaworks Weblog
      The XBRL US Center for Data Quality has released the sixth set of rules to provide guidance and aid for issuers in identifying errors in their XBRL SEC filings.
    - XBRL US Offers Second IFRS Taxonomy Deep Dive Webinar - Novaworks Weblog
      XBRL US will be offering a second IFRS Taxonomy Deep Dive Webinar on August 23rd at 3:00 PM EST. This webinar will cover
    - FASB Announces Release of Proposed 2022 Q3 Supplemental GAAP Taxonomy for Public Review and Comment - Novaworks Weblog
      The FASB has released the Proposed 2022 Q3 Supplemental GAAP Taxonomy, which contains enhancements to the GAAP Financial Reporting Taxonomy and the SEC Reporting Taxonomy, for public review and comment.
    - FASB Releases Proposed Taxonomy Implementation Guide on Disclosures about Offsetting Assets and Liabilities - Novaworks Weblog
      The FASB has released a proposed Taxonomy Implementation Guide based on the 2022 US GAAP Financial Reporting Taxonomy related to disclosures about offsetting assets and liabilities.
    - FASB Releases Proposed Taxonomy Implementation Guides for Accounting Changes, Reorganizations, and Reinsurance-Related Disclosures, Seeks Comment - Novaworks Weblog
      The Financial Accounting Standards Board (FASB) has issued three proposed Taxonomy Implementation Guides based on the US GAAP Reporting Taxonomy to aid filers in preparing XBRL reports.
    - Veterans Day - Novaworks Weblog
      The SEC will be closed Friday, November 11th in observance of Veterans Day. The FERC will also be closed this day.
    - New Release (5.24b) for the GoFiler Family of Products - Novaworks Weblog
      Version 5.24b of all applications in the GoFiler Suite has been released.
    - Legato Developers Corner #5: Converting Wingding Checkboxes to Unicode - Novaworks Weblog
      Create a script for GoFiler that replaces Wingdings checkboxes with Unicode character checkboxes.
    - LDC #95: Endnote to Footnote Mapper - Novaworks Weblog
      Use Legato to move all endnotes in a document to the proper page the footnote belongs to
    - LDC #119: Bulk Filings Part 4 - Novaworks Weblog
      Use Legato to create a bulk submission file for the SEC's EDGAR system out of existing GoFiler Project Files.
    - LDC #63: Promoting Underlines To Table Cells - Novaworks Weblog
      Use Legato to edit the CSS properties of table cells and borders to move underlines to table cells from paragraphs.
    - LDC #46: Persistence... Do you have what it takes? - Novaworks Weblog
      This week's discussion is about persistent data and how you can use it to make robust scripts that integrate seamlessly into the end user experience.
    - LDC #77: Hash It Out - Novaworks Weblog
      This week we are going to discuss hashing and how you can write one using Legato. Simply put, a hashing function takes arbitrary sized data and maps it to fixed size in a deterministic manner.
    - LDC #69: Running in the Background - Novaworks Weblog
      This week's blog is a discussion of background threads in legato with a sample script that showcases their use.
    - LDC #73: Running in the Background Part 2 - Synchronizing Tasks - Novaworks Weblog
      This week's blog will elaborate more on synchronizing background scripts and their data. Our script this week uses parallel processing to speed up a task.
    - LDC #84: Dialog Boxes Part III — List Boxes - Novaworks Weblog
      Allowing the user to select items or review lists of data is fundamental to many interfaces. In this blog, I will cover the "listbox" common control, one of many methods of presenting and managing lists of data.
    - LDC #29: Collaboration Tools and Legato - Novaworks Weblog
      This week's discussion is a look into the collaboration tools of GoFiler and using those tools in Legato.
    - Legato Developers Corner #1: Welcome - Novaworks Weblog
      Welcome to the Legato Developers Corner! This is a weekly blog designed to help developers use Legato to customize GoFiler to their specific needs.
    - Legato Developers Corner #2: Adding a Custom Menu Item - Novaworks Weblog
      This week in our Legato Developers Corner, we’re going to be looking at a small script that allows you to add an option to the GoFiler Extensions Tools menu.
    - Legato Developers Corner #10: Hooking Functions to Application Startup - Novaworks Weblog
      The AddFrameInitializeFunction hook runs a script on application startup. This lets you customize what functions GoFiler runs automatically when it starts.
    - Legato Developers Corner #19: Message Boxes - Novaworks Weblog
      Whenever you are writing a script, getting information to and from users is always a very important (and often complicated) part. There needs to be a way to notify the user that something has happened or to ask a user a simple question. Legato provides a basic interface for performing these tasks using message boxes
    - LDC #59: The Program Before the Program - Novaworks Weblog
      In this article we will explore three of the commonly used program directives and discuss how they can be used with Legato.
    - LDC #76: Introduction to Dialog Boxes - Novaworks Weblog
      This week's article will introduce dialog boxes for Legato and teach the fundamentals about using them within Legato scripts.
    - LDC #80: Dialog Boxes Part II — A Simple Dialog Box - Novaworks Weblog
      In the article, we'll dive into three dialog procedures of Legato and some common controls employed in a simple survey program.
    - LDC #88: Dialog Boxes Part IV — Combo Boxes - Novaworks Weblog
      Combo boxes, as the name implies, combine the functionality of an edit control with that of a list box. In this article we will look at the functionality of combo boxes and explore their implementations.
    - LDC #98: Conditionals, If You Want Me To - Novaworks Weblog
      Language directives allow you to change the code the programming language sees when it runs
    - LDC #20: Running a Script From a Command-Line - Novaworks Weblog
      Learn how to run and control GoFiler directly from a command prompt or shell execute.
    - LDC #21: Understanding and Processing Errors - Novaworks Weblog
      Learn about programming error codes and error processing in Legato.
    - Legato Developers Corner #12: Understanding Strings - Novaworks Weblog
      One of the design goals of Legato was to make it easy for programmers to process and manage textual information. To that end, there are hundreds of string functions in Legato that simplify parsing and manipulating text.
    - Legato Developers Corner #14: Processing Parameters with Strings and Arrays - Novaworks Weblog
      This week we will be examining how to use SDK functions to read and write structured parameter-value pairs and how they can be used to access information from menu functions.
    - Legato Developers Corner #18: Regular Expressions and Legato - Novaworks Weblog
      A discussion of regular expressions in Legato and how to employ them in your scripts to add robust field validation as well as patterned string replacements.
    - LDC #49: Making Scripts Stand Out With Image Icons - Novaworks Weblog
      Using Legato to add image icons to hooked menu functions
    - LDC #38: Save and Open Dialogs - Novaworks Weblog
      This week we're going to talk about using save and open file dialogs with Legato. We're going to go into detail about what you can do to personalize these dialogs.
    - Legato Developers Corner #6: Basic SGML Parsing - Novaworks Weblog
      Legato contains word parsing and full SGML parsing. This week's blog is an examination of SGML parsing with two simple scripts.
    - Legato Developers Corner #8: ODBC Connectors - Novaworks Weblog
      One of the most powerful tools in Legato is the ability to utilize an ODBC Connector to pull information from a database.
    - Legato Developers Corner #9: Using an ODBC Connector - Novaworks Weblog
      Last week we went over ODBC connectors and how to set one up to interface between Legato and a database or data source. This week we’ll explore how to gather data from a data source and access it in Legato.
    - Legato Developers Corner #11: Sending Email With Legato - Novaworks Weblog
      While writing Legato scripts, a common task is to alert a user or list of users about an action taking place. One of the best ways to do this is through sending an email. Legato has a very handy built-in function EmailSendMessage, that can do this for you with very little effort. Below is a basic script that shows how you can send an email.
    - Legato Developers Corner #16: What Time Is It? Date and Time Functions - Novaworks Weblog
      Legato has several functions to help manage displaying and tracking time. It might be very useful to know, for example, how long has it been since the last action was performed.
    - Legato Developers Corner #13: Exploding Strings and Files - Novaworks Weblog
      Legato features both implode and explode functions that allow strings to be created from or turned into arrays of strings.
    - LDC #22: Working with Path Functions - Novaworks Weblog
      Legato provides several very useful functions to break down a file path, add paths together, and just generally improve how you deal with paths.
    - LDC #26: Automatically Changing the EDGAR Preferences Part 1 - Novaworks Weblog
      This first part will discuss how to change the EDGAR Preferences in Legato and show an example script to change the Filing Agent credentials automatically when a project is opened.
    - LDC #27: Automatically Changing the EDGAR Preferences Part 2 - Novaworks Weblog
      Using the script from last week, in this blog we will discuss how to secure private information as well as talk about security considerations when scripting.
    - LDC #77: Hash It Out - Novaworks Weblog
      This week we are going to discuss hashing and how you can write one using Legato. Simply put, a hashing function takes arbitrary sized data and maps it to fixed size in a deterministic manner.
    - LDC #90: Emailing Collaboration Tasks - Novaworks Weblog
      Today I would like to present a modification to the collaboration introduction script while introducing the email function.
    - LDC #35: Accessing Text Files - Novaworks Weblog
      Legato offers a spread of low to high level functions for file access. This article explores various methods of manipulating file data.
    - LDC #40: Edit Objects - Novaworks Weblog
      Today we're going to be talking about Edit Objects and how to work with Edit Objects using Legato
    - LDC #45: Administrative Rights - Novaworks Weblog
      One of the challenges of developing software in a Windows environment is dealing with user permissions
    - LDC #52: How to Make Your Script Secure - Novaworks Weblog
      Legato is a tool that allows you as a developer to do almost anything you want. Sometimes we only want scripts to be run by certain people.
    - LDC #56: Editing CSS Properties With Legato - Novaworks Weblog
      Use Legato to edit the CSS properties of a selected block tag in HTML
    - LDC #57: More CSS Property Editing With Legato - Novaworks Weblog
      Use Legato to read, parse, convert, and edit the CSS properties of a paragraph tag in HTML.
    - LDC #65: It's Almost The New Year - Novaworks Weblog
      Almost Time For New Year New Adventures New Beginnings
    - LDC #66: CSV - The Simplest Data Format - Novaworks Weblog
      Learn how to handle and process CSV data using Legato.
    - LDC #72: Get Crack'n - Working with URIs - Novaworks Weblog
      From within a Legato script one may find the need to either build a URI query or perhaps take one apart. In this post we will explore how URIs work and how to work with them within Legato.
    - LDC #78: A Snapshot of the Clipboard - Novaworks Weblog
      Today we're going to talk about one of the most commonly used but least commonly understood features of your computer: the clipboard.
    - LDC #82: A Second Snap of the Clipboard - Novaworks Weblog
      In this weeks Legato Developers Corner we're going to talk about putting information onto the clipboard using Legato using a modified a script from a previous blog.
    - LDC #81: Automating Other Applications Through Legato - Novaworks Weblog
      A discussion of OLE automation using Legato. Legato offers automation for Internet Explorer and other OLE compatible applications.
    - LDC #89: Automating Other Applications Through Legato Part 2 - Novaworks Weblog
      This blog will discuss how to use Legato's improved OLE automation functionality through a small example of controlling Microsoft Office.
    - LDC #87: Using Progress Bars - Novaworks Weblog
      Discusses how to use progress bars to show progress in a Legato script.
    - LDC #86: Uncovering the Storage Vault - Novaworks Weblog
      Computers are amazing at creating things like photos, videos, papers, books, Powerpoint presentations, and the ultimate combination of all of the above: Grumpy Cat memes. An essential but often invisible part of computers is the storage space where all of this stuff goes: hard drives, network drives, and other physical storage space.
    - LDC #136: Using Legato to Automate Document Conversion - Novaworks Weblog
      One of the most important features of GoFiler is the ability to take Microsoft Office documents and turn them into EDGAR compliant documents that can be filed to the SEC. While conversion is easy to do manually in GoFiler, there is a function in Legato that can add a crucial step into an automated set of steps that can help make setting up filings a breeze. Today I will go in-depth on this function: ConvertFile
    - LDC #143: Table Mapping Tools - Novaworks Weblog
      Working with text inside of tables when looking at HTML code can sometimes be a daunting task. Looking at rows of code that are rows and columns can be difficult, especially when trying to write a script to read text from within a table. Keeping track of what row and cell you are in sometimes can feel like an entire script in itself. Luckily for us we have a number of functions in Legato that can allow us to read data from a table as though we were looking at a spreadsheet. This means that we can focus on developing tools to focus on aggregating the data itself rather than reinventing the wheel every time that we want to retrieve data from a table.
    - LDC #121: An Introduction to the EDGAR Data Access Class - Novaworks Weblog
      Use Legato's EDAC class to automate creation of forms using a script.
    - Legato Developers Corner #17: Random Numbers - Novaworks Weblog
      A look at the random number functions in Legato to create a real world, usable Legato script to aid in that daily, ever present quandary of what to order for lunch.
    - LDC #23: Using Advanced SGML Parsing On the 13H Broker-Dealer List - Novaworks Weblog
      This is a fairly simple example, showing how you can break down a document using the SGML parser, stop on tags of interest, test to see what type of thing you’re looking at, and dump relevant information to a log file.
    - LDC #42: Unregistering and Changing Software Keys - Novaworks Weblog
      Write a script to automate unregistering GoFiler, and re-registering the application with a different software key.
    - LDC #70: Removing All Selected Hyperlinks - Novaworks Weblog
      Client Request Remove All Hyperlinks In Selection
    - LDC #71: Validating With The XBRL Object - Novaworks Weblog
      Use the XBRL Object to add an extra layer of validation to the XBRL Validate function.
    - LDC #79: Save, Load, and Edit Preferences Templates - Novaworks Weblog
      Use Legato to switch between preference templates in GoFiler, allowing you to save and load EDGAR credentials, HTML conversion settings, and more.
    - LDC #85: Math Functions in Legato - Novaworks Weblog
      This week's blog covers creating a simple calculator using Legato. Legato offers a wide variety of math functions that we can use to program the calculator.
    - LDC #97: Creating a Filing Calendar - Novaworks Weblog
      This week's blog post is a discussion of dates in Legato and an example script showing a filing deadline calculator.
    - LDC #107: All Our Filings In a Row - Novaworks Weblog
      Learn how to use Legato to export the EDGAR filings you have submitted via GoFiler to a CSV list.
    - LDC #31: XBRL Merger, Part 1 - Novaworks Weblog
      One feature GoFiler doesn’t have natively is the ability to have multiple currency types for a single fact in XBRL. Well, we can add support for that using Legato! The new functionality will be achieved by combining two different XFR files.
    - LDC #32: XBRL Merger, Part 2 - Novaworks Weblog
      The previous post covered how to prompt the user for a pair of files, checked to make sure those files were valid XFR files that we could actually access, and finally made sure that they weren't the same files. This week we're taking it a step further by opening the files (or switching to them if they are already open), exporting them to new directories, and comparing the contents of these directories.
    - LDC #33: XBRL Merger, Part 3 - Novaworks Weblog
      This week, we?ll take it another step further by adding in the ability to read the XBRL instance files into data structures, add some debug information, and add a progress bar to the run function.
    - LDC #34: XBRL Merger, Part 4 - Novaworks Weblog
      In this last entry, we will be taking everything we have written so far and adding to it a couple of new functions to allow us to take two separate XFR files and merge the instance files together into a single file.
    - LDC #36: Automated Test Filing XBRL, Part 1 - Novaworks Weblog
      Part 1 of 2 in a Legato Script to automate test filing of XBRL documents to the SEC
    - LDC #37: Automated Test Filing XBRL, Part 2 - Novaworks Weblog
      Part 2 of 2 in a Legato Script to automate test filing of XBRL documents to the SEC
    - LDC #99: Page Break Template Manager - Novaworks Weblog
      Using Legato to build a page break template manager
    - LDC #100: Page Break Template Manager, Part 2 - Novaworks Weblog
      Using Legato to build a page break template manager
    - LDC #117: Building a Section 16 Data Scraper, Part 1: Collection - Novaworks Weblog
      If you are not familiar with the term Section 16, Section 16 is a section of the Securities Exchange Act of 1934. In fact, it is section 16 of the act. Section 16 is a way to attempt to mitigate insider trading at companies. It states that any person who is a director of the company, an officer of the company, or a 10% or more beneficial owner, directly or indirectly, they must file Forms 3, 4, and 5. These forms report the level of equity interests whenever a significant change occurs. The terms that you will see referenced here are reporting owner, who is the person of interest here, and issuer, who is the company that in which the reporting owner has equity.
    - LDC #122: Building a Section 16 Data Scraper, Part 2: Aggregation - Novaworks Weblog
      A few weeks ago we started building a Section 16 Data Scraper with the intention of a user being able to enter a CIK and Legato downloading all of the CIK’s Section 16 filings, putting the data together into a spreadsheet, and then being able to start a Section 16 filing by using that data as an entry point. At the end of the last post we had a script that would go out and download all of a singular CIK’s filings. It would also cache any filings it saw so that we were only downloading each individual filing once. This week we are going to continue onward and code a system to scrape useful data out of the filings and put it together into a CSV file.
    - LDC #129: Building a Section 16 Data Scraper, Part 3: Analysis - Novaworks Weblog
      It's time to finish up our base script for our Section 16 data scraper. In the first two parts of this series we started a script that would go out to the SEC's website, download all of the filings from a particular CIK, cache all of the Section 16 filings, find all of the reported transactions, and put those transactions into a CSV file. This week we are going to finish up the base functionality by reading through all of the transactions and finding the current holdings. Additionally we are going to perform a large amount of refactoring as well as add in the functionality to look at reported holdings.
    - LDC #131: Building a Section 16 Data Scraper, Part 4: Dialog - Novaworks Weblog
      It?s time to finish up our full script for our Section 16 data scraper. In the first three parts of this series we completed a base script that would go out to the SEC?s website, download all of the filings from a particular CIK, cache all of the Section 16 filings, find all of the reported transactions, put those transactions into a CSV file, and then read all of those transactions and figure out which of those transactions are current holdings. This week we are going to finish up by creating a dialog and adding our script functionality into the dialog.
    - LDC #93: Managing Memory in Legato - Novaworks Weblog
      This week's blog is a discussion of memory management in Legato, the common pitfalls developers make, and how to avoid them.
    - LDC #108: Using DVTs To Create Reliable Software - Novaworks Weblog
      Using Legato, we can build a Design Verification Test regimen to ensure any software we modify doesn't have any changes that break how it currently functions.
    - SEC Announces Agenda for December 1 Meeting of the Asset Management Advisory Committee - Novaworks Weblog
      The SEC has released the agenda for the Tuesday, December 1, 2020 convening of the Asset Management Advisory Committee (AMAC), which was established to provide the SEC with diverse points of view on asset management and related advice and recommendations.
    - SEC Approves Amendments to Harmonize and Improve “Patchwork” Exempt Offering Framework - Novaworks Weblog
      The SEC has approved amendments that will harmonize, enhance, and streamline the layered and complicated exempt offering framework with the intention of reducing potential friction points and streamlining the capital-raising process and meet ever-changing market needs.
    - SEC Announces Agenda for November 5th Virtual Special Meeting of the Asset Management Advisory Committee - Novaworks Weblog
      The SEC has released the agenda for the November 5, 2020 special meeting of the Asset Management Advisory Committee (AMAC), which will focus recommendations regarding operational issues as they relate to COVID-19 and will be webcast live on the SEC’s website beginning at 9:00 a.m. ET.
    - SEC Revises Regulations for Derivatives Usage by Registered Funds and Business Development Companies - Novaworks Weblog
      The SEC has revised the regulatory framework for derivatives usage under the Investment Company Act, which will provide an updated and thorough approach to the regulation of registered investment funds’ derivatives usage that reflects developments over the past decades and focuses on investor protection matters.
    - SEC Statement Regarding Requirements for Certain Paper Documents in Light of COVID-19 Concerns - Novaworks Weblog
      The SEC’s Division of Corporation Finance released a statement regarding the requirements for certain paper documents given the impacts of the COVID-19 pandemic. The staff of the division recognizes that submitting particular forms (with the exception of Forms 144) may be difficult in the current circumstances, so email submissions will be permissible under certain conditions.
    - FASB Releases Proposed DQC Rules Taxonomy and Technical Guide - Novaworks Weblog
      The FASB has issued the XBRL US Proposed DQC Rules Taxonomy (DQCRT) for the US GAAP and SEC reporting taxonomies and an accompanying Proposed Technical Guide.
    - XBRL US to Host a Virtual Seminar to Discuss API Update - Novaworks Weblog
      XBRL US will host a webinar on August 11, 2021 to share updates made to the XBRL Filed Data Add-in for Excel and to discuss recent revisions to XBRL API documentation, Tools for SEC Filers, and resources on XBRL US’ Data Community page.
    - XBRL US DQC to Host Webinar to Discuss the 16th Ruleset for US GAAP Filers - Novaworks Weblog
      The XBRL US Data Quality Committee will host a webinar on August 4, 2021 to discuss the recently published 16th Ruleset, which is comprised of rules specific to US GAAP filers.
    - XBRL US DQC Releases Ruleset 16 - Novaworks Weblog
      XBRL US seeks public review and comment on sixteenth release of the Data Quality Committee (DQC) rules, which focus on supporting the US GAAP taxonomy.
    - XBRL US to Host Virtual Data Quality Committee Meeting - Novaworks Weblog
      XBRL US’ DQC will host a one-hour web conference on Tuesday, June 29, 2021 for industry leaders to engage in discussions and plans to establish rules and guidance for public corporations complying with the SEC’s XBRL requirements.
    - SEC Announces Proposed New Rules for Share Repurchase Disclosure - Novaworks Weblog
      The SEC has proposed updates to disclosure requirements about repurchases of an issuer’s equity securities (or buybacks) registered under Section 12 of the Securities Exchange Act of 1934.
    - XBRL US to Present Webinar on the Benefits of Structured Data - Novaworks Weblog
      XBRL US has announced a free webinar discussing the advantages of structured data in financial reporting on November 10, 2021.
    - Microsoft To Issue End of Life Notification for Internet Explorer - Novaworks Weblog
      A new “end of life” upgrade notification for Internet Explorer will be delivered to Windows users by Microsoft on January 12, 2016.
    - What Does Windows 10 Mean For Business? - Novaworks Weblog
      In short, not much. That may sound like a bad thing, but it really isn’t. In a business environment training peopl
    - Preventing SSL Vulnerability POODLE From Compromising Your Security - Novaworks Weblog
      Most of us in the Internet world have heard of the security bug called Heartbleed. Now, there is new threat called POODL
    - FERC eForms System Temporarily Unavailable for Maintenance - Novaworks Weblog
      The FERC has announced that it will be taking its eForms system offline for maintenance from September 24, 2021 at 4:00 p.m. to September 27 at 9:00 a.m ET.
    - XBRL US Extends Webinar to Prepare for FERC XBRL Requirements - Novaworks Weblog
      XBRL US will host two free additional sessions on Tuesday, February 23 and Thursday, February 25 (which will include Novaworks discussing XBRLworks) to aid filers in preparing for the FERC XBRL mandate.
    - XBRL US to Hold Two-Day Webinar: Get Ready for FERC XBRL Requirements - Novaworks Weblog
      XBRL US will host two free informational sessions on Tuesday, February 16 (which will include Novaworks discussing XBRLworks) and Thursday, February 18 to aid filers in preparing for the FERC XBRL mandate.
    - Novaworks Announces XBRLworks - Novaworks Weblog
      Novaworks is proud to announce our newest solution to XBRL-based compliance called XBRLworks, which is a streamlined, easy-to-use, web-based application that will launch with support for the new FERC XBRL mandate.
    - SEC to Hold Open Meeting on Share Repurchase Disclosure Modernization and Enhancing Private Fund Reporting - Novaworks Weblog
      The SEC staff will convene a meeting where its Division of Corporation Finance will discuss share repurchase disclosure modernization and its Division of Investment Management will address enhancing private fund reporting on May 3, 2023.
    - FERC Adopts Standard for Extending Risk Management Practices to Low-Impact Cyber Systems - Novaworks Weblog
      The FERC has adopted a new cybersecurity standard that will broaden supply chain risk management practices for low-impact bulk electric systems.
    - SEC Issues Report on Security-Based Swaps - Novaworks Weblog
      The SEC has published its report on Security-Based Swaps, pursuant to Section 13(m)(2) of the Securities Exchange Act of 1934.
    - SEC’s Division of Investment Management and Division of Trading and Markets to Hold Open Meeting - Novaworks Weblog
      SEC’s staff will discuss whether to adopt amendments to Form PF, require current reporting for certain private fund advisers and revise certain reporting requirements.
    - SEC Proposes Amendments to Broaden and Modify Regulation SCI - Novaworks Weblog
      The SEC has proposed amendments to expand the scope of entities subject to Regulation SCI and to update certain rules within the regulation.
    - FERC to Hold March Open Commission Meeting - Novaworks Weblog
      FERC staff will meet on March 16th to discuss matters related to administrative, electric, gas, and hydro categories.
    - SEC Staff to Hold Open Meeting on Regulations S-P and SCI, Cybersecurity Risk Management Rule - Novaworks Weblog
      The SEC’s Division of Investment Management and Division of Trading and Markets to hold an open meeting on Regulation S-P, the Cybersecurity Risk Management Rule, and Regulation SCI on March 15th..
    - SEC Closed Monday, February 20 - Novaworks Weblog
      The SEC and the FERC will be closed Monday, February 20th in observance of Presidents Day.
    - SEC Announces Rule Proposal to Update Privacy Act Rule - Novaworks Weblog
      The SEC has proposed a rule to modify its regulations under the Privacy Act of 1974, the primary law that regulates how the personal information is handled within the federal government.
    - Novaworks to Host Free Webinar on Pay Versus Performance and Executive Compensation Disclosures - Novaworks Weblog
      Novaworks will host a free webinar for filers who will be required to tag pay vs performance, executive compensation disclosure, and the disclosure of clawbacks on February 22.
    - FERC to Hold its Monthly Open Commission Meeting - Novaworks Weblog
      FERC staff will hold its monthly open meeting on February 16 and will address administrative issues and matters related to electric, hydro, and certificates.
    - FERC, NARUC Joint Federal-State Task Force on Electric Transmission to Discuss Physical Security of the Transmission System - Novaworks Weblog
      The FERC and NARUC Joint Federal-State Task Force on Electric Transmission will convene a meeting to discuss the physical security of the transmission system on February 15, 2023.
    - SEC’s Small Business Advisory Committee to Discuss Capital Raising in 2023 - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will meet on February 7, 2023 to address matters related to facilitating start-up creation and growth in entrepreneurial communities.
    - SEC Proposes Revisions to Ethics Rules Regulating Securities Trading by Employees, Solicits Feedback - Novaworks Weblog
      SEC and Office of Government Ethics, proposed amendments to the SEC’s ethics rules to enhance, revise and improve the overall efficacy of the agency’s ethics compliance program
    - SEC Revises and Re-proposes Rule to Prohibit Conflicts of Interest in Certain Securitizations - Novaworks Weblog
      The SEC is updating and re-proposing rules initially proposed in 2011 prohibiting conflicts of interest in certain securitization transactions, as required by Congress.
    - FERC Enhances Reliability Standards for Monitoring Electric Grid Cyber Systems - Novaworks Weblog
      The FERC has approved rules to improve the cybersecurity of the grid by issuing several directives to the North American Electric Reliability Corporation.
    - SEC’s Small Business Advocate to Hold Annual Capital Call - Novaworks Weblog
      The SEC’s Office Advocate for Small Business Capital Formation will host its annual Capital Call on Tuesday, January 24, 2023.
    - SEC Staff to Hold Open Meeting to Discuss Prohibition Against Conflicts of Interest in Certain Securitizations - Novaworks Weblog
      The SEC’s Division of Corporation Finance will hold a virtual meeting to consider whether to propose a new rule to implement Section 27B of the Securities Act on January 25, 2023.
    - XBRL US to Host Webinar: Government Financial Reporting – Data Standards and the Financial Data Transparency Act - Novaworks Weblog
      XBRL US is holding a webinar on January 24th to help government agencies comply with the Financial Data Transparency Act (FDTA) requirements that financials be prepared in machine-readable format.
    - Simplify FERC Reporting with XBRLworks - Novaworks Weblog
      XBRLworks is the smart, cloud-based financial reporting solution that streamlines compliance with FERC regulations by connecting people, processes, and data.
    - Birthday of Martin Luther King, Jr. - Novaworks Weblog
      SEC will be closed Monday, January 16th in observance of Martin Luther King, Jr.’s birthday. The EDGAR System will not receive, process, or accept filings on this day.
    - XBRL US to Hold Webinar on Digitizing Environmental Social Governance (ESG) Disclosures - Novaworks Weblog
      XBRL US will hold a webinar for international investors with global portfolios who are seeking ESG data on February 2, 2023.
    - FERC Proposes Updates to Oil Pipeline Affiliate-Only Committed Service Policy - Novaworks Weblog
      The FERC has proposed to update its policy for evaluating whether an affiliate-only committed service on an oil pipeline is just, reasonable, and not unduly discriminatory.
    - President Biden Appoints Willie Phillips as FERC Acting Chairman - Novaworks Weblog
      The FERC has announced that President Biden has named Willie L. Phillips the FERC Acting Chairman.
    - New Year’s Hours - Novaworks Weblog
      The SEC and the FERC will be closed Monday, January 2, 2023, in observation of the New Year holiday.
    - President Biden Approves the Financial Data Transparency Act - Novaworks Weblog
      President Biden has signed into law H.R. 7776, which includes Financial Data Transparency Act which requires the use of data standards by a number of federal agencies.
    - SEC Proposes to Amend Rules of Regulation National Market System - Novaworks Weblog
      The SEC has proposed amending rules of Regulation NMS under the Exchange Act to update variable minimum pricing increments for the quoting and trading of NMS stocks.
    - Christmas Hours - Novaworks Weblog
      SEC and FERC closed December 26th due to the closure of the federal government on that day. EDGAR System will not receive, process or accept filings on that day
    - SEC Announces Proposed Amendments to Improve Disclosure of Order Execution Information - Novaworks Weblog
      The SEC has proposed amendments that would revise the disclosure required under Rule 605 of Regulation NMS for order executions in national market system stocks.
    - SEC Staff Publishes Annual Report on Capital Raising - Novaworks Weblog
      the SEC’s Office of the Advocate for Small Business Capital Formation released its 2022 Annual Report which summarizes how entrepreneurs and investors are building companies together.
    - SEC Adopts Amendments to Update Rule 10b5-1 Insider Trading Arrangements and Related Disclosures - Novaworks Weblog
      The SEC has adopted amendments to Rule 10b5-1 under the Exchange Act, which provides affirmative defenses to trading based on material, nonpublic data within insider trading cases.
    - SEC’s Division of Corporation Finance Revises Non-GAAP Financial Measures Compliance & Disclosure Interpretations Questions - Novaworks Weblog
      The SEC’s Division of Corporation Finance has updated its Non-GAAP Financial Measures Compliance & Disclosure Interpretations Questions.
    - SEC Reopens Comment Period for Share Repurchase Disclosure Modernization Proposed Rule - Novaworks Weblog
      The SEC has reopened the comment period on proposed amendments aimed at updating and enhancing the disclosures required for an issuer to repurchase or buyback its equity securities.
    - FERC Anticipates Enhancements to Grid Reliability with Proposed IBR Standards - Novaworks Weblog
      The FERC has taken a number of actions that focused on inverter-based resources (IBRs), including proposing new technologies and standards.
    - SEC Finalizes Strategic Plan for Fiscal Years 2022-2026 - Novaworks Weblog
      The SEC has published its Strategic Plan for fiscal years 2022 to 2026 in accordance with the Government Performance and Results Modernization Act of 2010.
    - SEC Announces Upcoming Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced a virtual Investor Advisory Committee meeting to discuss corporate tax transparency, single-stock exchange-traded funds, and account statement disclosure on December 8th.
    - SEC Releases Enforcement Results for Fiscal Year 2022 - Novaworks Weblog
      The SEC has announced that in fiscal year 2022, it saw a great deal of critical, first-of-their-kind enforcement actions to further attempt to protect investors and promote market integrity.
    - XBRL US Announces Web Conference: Variable Annuity & Life Insurance Companies – Get the Skill Set for XBRL - Novaworks Weblog
      XBRL US will host a virtual conference on November 15th to discuss the new compliance requirements associated with the SEC's rules regarding tagging Variable Annuity and Variable Life Insurance Contracts.
    - SEC Proposes Changes to Open-End Fund Liquidity Risk Management and Swing Pricing - Novaworks Weblog
      The SEC has proposed amendments to enhance how open-end funds manage their liquidity risks by requiring them to implement liquidity management tools and ensure timely reporting of fund information on Form N-PORT.
    - SEC Updates PAUSE List - Novaworks Weblog
      The SEC has updated the PAUSE list of unregistered entities that use misleading information to solicit investors.
    - FERC Releases Open Meeting Schedule for 2023 - Novaworks Weblog
      The FERC has announced the schedule for its open meetings for calendar year 2023.
    - SEC Enhances Proxy Voting Disclosure and Requires Disclosure of “Say-on-Pay” Votes - Novaworks Weblog
      The SEC has adopted amendments to Form N-PX that will enhance the proxy vote information that mutual funds, exchange-traded funds, and certain other registered funds report by making proxy voting records more usable and easier to analyze.
    - SEC Proposes Oversight Rules for Some Outsourced Services - Novaworks Weblog
      The SEC has proposed a new rule and associated amendmentsthat would prohibit registered investment advisers from outsourcing certain services and functions unless that investment adviser has performed the necessary due diligence.
    - SEC Modernizes How Broker-Dealers Maintain Electronic Records and Enhances the Electronic Recordkeeping Requirements for Security-Based Swap Entities - Novaworks Weblog
      The SEC adopted amendments to the electronic recordkeeping and third-party recordkeeping service requirements applicable to broker-dealers, security-based swap dealers (SBSDs), and major security-based swap participants (MSBSPs).
    - SEC’s Small Business Advisory Committee to Discuss Entrepreneurship Hubs and the IPO Market - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will hold a meeting on October 13 to discuss entrepreneurship hubs and recent trends in taking a company public.
    - Columbus Day - Novaworks Weblog
      The SEC will be closed Monday, October 10th in observance of Columbus Day. The FERC will also be closed this day.
    - SEC Focuses on Financial Planning and Resilience During World Investor Week 2022 - Novaworks Weblog
      The SEC has announced that it will focus on long-term planning and investor resilience during World Investor Week (WIW) 2022, which runs from October 3-9.
    - SEC Closely Observing Impact of Hurricanes Ian and Fiona on Capital Markets - Novaworks Weblog
      The SEC will be carefully monitoring the effects of Hurricanes Ian and Fiona and welcomes inquiries from individuals with obligations under the federal securities laws that may be impacted by the storms.
    - SEC Adopts Pay Versus Performance Rules, Releases Draft Executive Compensation Disclosure (ECD) Taxonomy and Guide - Novaworks Weblog
      The SEC has adopted amendments that would require registrants to disclose information concerning executive compensation and company performance in Inline XBRL.
    - SEC Staff Releases Research Study on Fund Performance Benchmarks - Novaworks Weblog
      Researchers from the SEC's Office of the Investor Advocate (OIAD) have published an independent research study that explores the effects of mutual fund performance benchmarks.
    - SEC Division of Corporation Finance Announces New Offices Dedicated to Crypto Assets and Industrial Applications and Services - Novaworks Weblog
      The SEC's Division of Corporation Finance’s Disclosure Review Program (DRP) will add an Office of Crypto Assets and an Office of Industrial Applications and Services.
    - SEC Adopts Inflation Adjustments Under JOBS Act - Novaworks Weblog
      The SEC has adjusted annual gross revenue thresholds in the definition of “emerging growth company” and increased certain dollar amounts specified in Regulation Crowdfunding due to inflation.
    - SEC Announces Next Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC's Investor Advisory Committee will meet virtually on Wednesday, September 21, 2022 to discuss committee matters, including accounting modernization and climate disclosure.
    - SEC Staff to Discuss Treasury Clearing Standards for Membership Requirements and Risk Management - Novaworks Weblog
      The SEC’s Division of Trading and Markets will convene a meeting via webcast to discuss treasury clearing standards and risk management on September 14, 2022.
    - SEC Releases Draft Fiscal Years 2022-2026 Strategic Plan - Novaworks Weblog
      The SEC has released its Draft Fiscal Years 2022–2026 Strategic Plan, which is comprised of the SEC’s strategic goals, planned initiatives, mission, vision, and values.
    - XBRL US to Host Webinar: AI, Machine Learning & Structured Data - Novaworks Weblog
      XBRL US will host a webinar on how businesses and governments benefit from machine learning and structured data on September 29, 2022.
    - Labor Day - Novaworks Weblog
      The SEC will be closed Monday, September 5th in observance of Labor Day. The FERC will also be closed this day.
    - SEC Modifies Whistleblower Rules to Encourage Whistleblower Tips - Novaworks Weblog
      The SEC has adopted two amendments to Exchange Act Rules 21F-3 and 21F-6, which regulate the SEC’s whistleblower program.
    - SEC Publishes Fee Rate Advisory #1 for Fiscal Year 2023 - Novaworks Weblog
      The SEC has announced that the fees that public companies and other issuers pay to register their securities with the SEC will be $110.20 per million dollars.
    - SEC, CFTC Announce Proposed Amendments to Enhance Private Fund Reporting - Novaworks Weblog
      The SEC and the Commodity Futures Trading Commission are proposing amendments to Form PF that would revise reporting requirements for all filers and large hedge fund advisers.
    - SEC Announces Proposed Rules to Enhance Clearing Agency Governance and to Mitigate Conflicts of Interest - Novaworks Weblog
      The SEC has proposed new rules to enhance governance of all registered clearing agencies by decreasing the probability that conflicts of interest may impact the board of directors or another governing body of a registered clearing agency.
    - SEC Staff to Hold Open Meeting to Discuss Proposing Amendments to Form PF - Novaworks Weblog
      The SEC will hold a meeting via webcast to discuss amendments to Form PF for all filers and large hedge fund advisers on August 10.
    - Office of Public Participation to Host Webinar on How to File Comments and Participate in FERC Matters - Novaworks Weblog
      The FERC will host a webinar to discuss how the public may file official comments using eFiling and eComment online applications on August 30, 2022.
    - SEC Announces Next Meeting of the Small Business Capital Formation Advisory Committee - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will hold a remote meeting to discuss matters related to the rules and regulations impacting small and emerging companies on August 2, 2022.
    - SEC Announces Proposed Amendments to Shareholder Proposal Rule - Novaworks Weblog
      The SEC has announced proposed updates to Exchange Act Rule 14a-8, the shareholder proposal rule under which companies must include shareholder proposals in their proxy statements.
    - FERC Announces Upcoming Meeting of the Joint Federal-State Task Force on Electric Transmission - Novaworks Weblog
      The Joint Federal-State Task Force on Electric Transmission will meet on July 20 to discuss proceedings currently before the FERC.
    - SEC Staff to Hold Open Meeting to Discuss Proxy Voting Advice and Shareholder Proposals - Novaworks Weblog
      The SEC will hold a meeting via webcast on sec.gov to discuss and consider whether to adopt amendments to the proxy rules governing proxy voting advice on July 13.
    - FASB Releases 2021 Agenda Consultation Report - Novaworks Weblog
      The FASB has issued its 2021 FASB Agenda Consultation Report, which summarizes comments submitted by investors during the 2021 agenda consultation project and discusses the FASB's technical and research agendas.
    - FASB Releases ASU to Improve Fair Value Guidance for Equity Securities - Novaworks Weblog
      The FASB has published an Accounting Standards Update that improves financial reporting for investors and other financial statement users by enhancing comparability of financial information for investments in equity securities measured at fair value.
    - Independence Day - Novaworks Weblog
      The FERC and the SEC will be closed Monday, July 4 in observance of Independence Day. The EDGAR System will not receive, process or accept filings on this day.
    - SEC Approves Amendments to Electronic Filing Requirements for Investment Advisers and Institutional Investment Managers - Novaworks Weblog
      The SEC has approved rules and amendments to Form 13F to increase efficiency and make data more accessible to the public.
    - SEC Issues Spring 2022 Regulatory Agenda - Novaworks Weblog
      The SEC has released its Spring 2022 Unified Agenda of Regulatory and Deregulatory Actions, which lists short- and long-term regulatory actions that the agency plans to implement.
    - SEC Releases June 2022 XBRL Taxonomies Update - Novaworks Weblog
      The SEC has updated the EDGAR system to Release 22.2, which supports the 2022 version of the IFRS taxonomy and the 2022Q2 version of the VIP taxonomy.
    - SEC Issues Request for Information and Comment on Information Providers and Investment Advisers - Novaworks Weblog
      The SEC is requesting public comment concerning the actions of some information providers to help determine whether these information providers are acting as investment advisers under the Advisers Act.
    - Juneteenth - Novaworks Weblog
      The SEC will be closed Monday, June 20 in observance of Freedom Day. The FERC will also be closed this day.
    - SEC Announces Adjusted Filing Dates in Observance of Juneteenth Holiday - Novaworks Weblog
      In observance of the Juneteenth National Independence Day, and in treating that day as a federal holiday for filing purposes, the SEC will be closed on Monday, June 20, 2022.
    - SEC Reopens Comment Period for Recovery of Erroneously Awarded Compensation Rule Proposal - Novaworks Weblog
      The SEC has reopened the comment period for the July 2015 proposed amendments and new rules concerning listing standards for recovering erroneously awarded compensation.
    - SEC Introduces Game Show-Themed Public Service Campaign - Novaworks Weblog
      The SEC has announced the launch of a game show-themed public service campaign that is designed to help investors make informed investment decisions and protect themselves from fraud.
    - SEC Announces Rule Proposals to Enhance Disclosures by Certain Investment Advisers and Investment Companies About ESG Investment Practices - Novaworks Weblog
      The SEC has announced amendments to rules and disclosure forms under both the Advisers Act and the Investment Company Act that would both provide investors with information to help funds and advisers incorporate environmental, social, and governance components.
    - SEC Proposes Rule Updates to Prohibit Misleading or Deceptive Fund Names - Novaworks Weblog
      The SEC has announced that it is proposing amendments to Rule 35d-1 under the Investment Company Act of 1940, the Investment Company Names Rule.
    - SEC to Hold Investor Advisory Committee Meeting - Novaworks Weblog
      The SEC has announced a virtual Investor Advisory Committee meeting on Thursday, June 9, 2022.
    - Memorial Day - Novaworks Weblog
      The SEC will be closed Monday, May 30 in observance of Memorial Day. The FERC will also be closed this day.
    - FASB Announces Meeting of Investor Advisory Committee - Novaworks Weblog
      The FASB's Investor Advisory Committee will meet virtually on May 24, 2022 to discuss income tax disclosures, digital assets, segment reporting, and ESG-linked financial instruments.
    - SEC Staff to Discuss Investment Company Names Rule, ESG Disclosures - Novaworks Weblog
      The SEC’s Division Investment Management will discuss amendments to the Investment Company Names rule and enhancements to ESG disclosures for investment advisers during a webcast scheduled for May 25, 2022.
    - SEC to Extend Comment Period for Proposed Rules on Climate-Related Disclosures, Reopens Comment Periods for Proposed Rules Related to Private Fund Advisers and Regulation ATS - Novaworks Weblog
      The SEC has extended the public comment period concerning the proposed rules designed to improve and regulate climate-related disclosures for investors and reopened the comment periods for the proposed rules that would enhance protections for private fund investors as well as proposed rules to include significant Treasury markets platforms within Regulation ATS.
    - FASB to Hold Small Business Advisory Committee Meeting - Novaworks Weblog
      The FASB has announced a virtual meeting of its Small Business Advisory Committee May 12, 2022.
    - SEC Enhances Division of Enforcement’s Crypto Assets and Cyber Unit - Novaworks Weblog
      The SEC has announced the newly renamed Crypto Assets and Cyber Unit (formerly known as the Cyber Unit) in the Division of Enforcement and expanded the size of this key enforcement unit.
    - XBRL US to Host Two-Part Webinar: Mastering New SEC XBRL Requirements for Investment Management Filers - Novaworks Weblog
      XBRL US will host two seminars to familiarize investment management filers with SEC XBRL requirements under the new closed-end investment disclosure rules on May 24 and June 7, 2022.
    - FASB Announces Proposed Updates to Reference Rate Reform Guidance - Novaworks Weblog
      The FASB has proposed an Accounting Standards Update that includes two issues concerning reference rate reform.
    - SEC Revises PAUSE List of Firms Using Misleading Information to Solicit Investors - Novaworks Weblog
      The SEC has revised its list of unregistered entities that use inaccurate data to solicit mainly non-US investors (the PAUSE List).
    - FERC, NARUC Announces Next Virtual Joint Task Force Meeting - Novaworks Weblog
      The FERC-NARUC Joint Task Force on Electric Transmission will meet to discuss various transmission issues on the state and federal levels on May 6, 2022.
    - SEC, NASAA, AARP to Co-Host Older Investor Roundtable - Novaworks Weblog
      The SEC’s Office Investor Advocate, the North American Securities Administrators Association, and the AARP will host a remote meeting covering investing matters for American seniors and older communities on April 28, 2022.
    - SEC to Hold Small Business Capital Formation Advisory Committee Meeting - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will hold a remote meeting to discuss matters related to the rules and regulations affecting small and emerging companies and their investors on Friday, May 6, 2022.
    - FERC Staff to Hold Conference on Financial Assurance Measures for Hydroelectric Projects - Novaworks Weblog
      The staff at the FERC will host a virtual technical conference to discuss whether the agency should require additional financial assurance mechanisms in the licenses and other authorizations it issues for hydroelectric projects on April 26, 2022.
    - FASB Broadens Disclosure Requirements and Enhances Accounting Concerning the Credit Losses Standard - Novaworks Weblog
      The Financial Accounting Standards Board has issued an Accounting Standards Update in which a new standard addresses troubled debt restructuring and vintage disclosures.
    - SEC Issues Fee Rate Advisory #1 for Fiscal Year 2022 - Novaworks Weblog
      The SEC has issued the second Fee Rate Advisory for fiscal year 2022.
    - SEC Proposes Rules to Reform Registration and Regulation of Security-Based Swap Execution Facilities - Novaworks Weblog
      The SEC has proposed new Regulation SE under the Securities Exchange Act of 1934, which would establish the process for an entity to register with the SEC as a security-based swap execution facility (SBSEF) and introduce a new form required for registration.
    - FASB Enhances and Broadens Hedge Accounting - Novaworks Weblog
      The FASB has released an Accounting Standards Update designed to promote synergy between hedge accounting and an organization's risk management procedures.
    - SEC Staff Announces 2022 Examination Priorities - Novaworks Weblog
      The SEC’s Division of Examinations has issued examination priorities for 2022, including areas that present risks to investors and integrity of US capital markets.
    - SEC Announces Rule Proposals to Improve Disclosure and Investor Protection Regarding Special Purpose Acquisition Companies, Shell Companies, and Projections - Novaworks Weblog
      The SEC has announced that it is proposing rules to improve disclosure and investor protection in initial public offerings by special purpose acquisition companies and in business combination transactions involving shell companies and private operating companies.
    - SEC Staff to Host Open Meeting to Discuss Rules Regarding Registration and Regulation of Security-Based Swap Execution Facilities - Novaworks Weblog
      The SEC will hold a meeting via webcast to discuss and consider whether to propose rules under the Securities Exchange Act of 1934 for the registration and regulation of security-based swap execution facilities (SBSEFs) April 6, 2022.
    - SEC Proposes Rules to Clarify Certain Significant Market Participants’ Roles - Novaworks Weblog
      The SEC has announced that it is proposing new rules that would add clarity to certain terminology currently included in the Securities Exchange Act to identify specific activities that would lead individuals who engage in such activities to act as "dealers" or "government securities dealers" to come under SEC regulation.
    - SEC Announces Proposed Amendments to Remove References to Credit Ratings from Regulation M - Novaworks Weblog
      The SEC has announced it is proposing amendments to remove references to credit rating agencies from current exceptions included in Regulation M.
    - FERC Solicits Feedback on Draft Policy Statements on Pipeline Certification, GHG Emissions - Novaworks Weblog
      The FERC has voted to solicit feedback on two policy statements it issued in February 2022 pertaining to the certification of interstate natural gas pipelines and consideration of greenhouse gas (GHG) emissions in natural gas project reviews.
    - SEC Announces Registration for Virtual 2022 Small Business Forum - Novaworks Weblog
      The SEC's Office of the Advocate for Small Business Capital Formation will host the 41st Annual Government-Business Forum on Small Business Capital Formation on April 4-7, 2022.
    - SEC Staff to Hold Meeting to Discuss Proposing Amendments to Improve Climate-Related Disclosures - Novaworks Weblog
      The SEC’s Division of Corporation Finance and the Office of the Chief Accountant will host a webcast to discuss amendments to enhance and standardize climate-related disclosures for investors on March 21, 2022.
    - SEC Proposes Reforms to Two Whistleblower Program Rules - Novaworks Weblog
      The SEC has announced that it is proposing amendments to Rules 21F-3 and 21F-6 of the Exchange Act of 1934, which governs the SEC's whistleblower program.
    - Senate Energy and Natural Resources Full Committee to Hold Hearing To Assess FERC’s Recent Guidance On Natural Gas Pipelines - Novaworks Weblog
      The FERC has announced that the Senate Energy and Natural Resources Committee will convene a hearing on Thursday, March 3 at 10:00 a.m. ET to discuss the construction and operation of interstate natural gas pipelines and other natural gas infrastructure projects.
    - SEC Proposes New Rules to Boost Private Fund Investor Protection - Novaworks Weblog
      SEC is proposing new rules amendments under Investment Advisers Act of 1940 to improve the oversight of private funds and their advisers in the $18-trillion marketplace
    - SEC Proposes Amendments to Update Beneficial Ownership Reporting - Novaworks Weblog
      SEC proposing amend rules govern beneficial ownership reporting Exchange Act 13(d) 13(g). Rules disclosure requirements provide timely information meet needs of investors market
    - SEC Announces Reopening of Comment Period for Pay Versus Performance - Novaworks Weblog
      SEC reopened comment 2015 proposed rules Dodd-Frank Act requiring disclosure information relationship actual executive compensation paid by company company's financial performance
    - SEC Proposes Rule Amendments for Investor Protections in Communication Protocol Systems and ATSs - Novaworks Weblog
      The SEC has proposed rules to enhance investor protections and improve cybersecurity by bringing more Alternative Trading Systems trade treasuries government securities under the regulatory heading.
    - FERC, NARUC to Hold Second Joint Task Force Meeting - Novaworks Weblog
      The Joint Federal-State Task Force on Electric Transmission (Task Force) will hold a meeting to discuss proceeding currently pending before the FERC on February 16, 2022.
    - SEC Releases Annual Staff Report on Nationally Recognized Statistical Rating Organizations - Novaworks Weblog
      SEC annual Staff Report Nationally Recognized Statistical Rating Organizations required Section 6 Credit Rating Agency Reform Act Section 15E(p)(3)(C) Securities Exchange Act
    - SEC to Host Small Business Capital Formation Advisory Committee Web Meeting - Novaworks Weblog
      The SEC's Small Business Capital Formation Advisory Committee will hold a remote meeting to discuss rules and regulations affecting small emerging companies and investors under the federal securities laws.
    - SEC Announces Proposed Updates to Private Fund Reporting Requirements - Novaworks Weblog
      The SEC has voted to propose amendments to Form PF, the confidential reporting form for certain SEC-registered investment advisers to private funds, that would update current reporting and amend reporting requirements for large private equity advisers and large liquidity fund advisors.
    - FERC to Hold Tech Conference on Financial Assurance Measures for Hydroelectric Projects - Novaworks Weblog
      The FERC will host a virtual technical conference to discuss the potential requirement for further financial assurance mechanisms in the licenses and other authorizations the FERC issues for hydroelectric projects.
    - FERC Staff Releases Hackberry Storage Draft Environmental Impact Statement - Novaworks Weblog
      The FERC staff has prepared a draft environmental impact statement (DEIS) to evaluate the environmental impacts associated with LA Storage, LLC’s Hackberry Storage Project.
    - Birthday of Martin Luther King, Jr. - Novaworks Weblog
      The SEC and the FERC will be closed Monday, January 17 in observance of Martin Luther King, Jr.’s birthday, and the EDGAR System will not receive, process or accept filings on this day.
    - FERC Solicits Comment on Recovery, Reporting of Industry Dues, Expenses - Novaworks Weblog
      The FERC has issued a Notice of Inquiry (NOI) on December 16th to assess the rate recovery, reporting, and accounting treatment of industry association dues and certain civic, political, and related expenses.
    - FASB Appends Its Standard-Setting Conceptual Framework - Novaworks Weblog
      The FASB has appended new chapters to its Conceptual Framework to further its goal of setting standards and concepts as tools for resolving accounting and reporting questions.
    - New Year’s Hours - Novaworks Weblog
      The SEC and the FERC will be closed December 31 due to the closure of the federal government for New Year's Day. The EDGAR System will not receive, process or accept filings on this day. eForms will process filings.
    - FERC Approves Rule to Enhance Transmission Line Ratings, Decrease Transmission Costs - Novaworks Weblog
      The FERC has approved a rule to utilize nation’s transmission grid with increased efficacy and reliability while decreasing consumer cost by enhancing accuracy transparency of transmission line ratings.
    - SEC Staff Releases Report on Capital Raising During 2021 - Novaworks Weblog
      The SEC's Office of the Advocate for Small Business Capital Formation has issued its 2021 Annual Report on capital raising in communities across nation.
    - SEC Proposes Rules to Prevent Security-Based Swaps Fraud and Manipulation, Ensure CCO Independence, and Require Position Reporting - Novaworks Weblog
      The SEC has proposed rules to limit misconduct in the security-based swap market and ensure compliance with federal securities laws.
    - SEC Announces Approval of PCAOB Budget and Accounting Support Fee for 2022 - Novaworks Weblog
      The SEC has voted to approve the 2022 budget of the Public Company Accounting Oversight Board (PCAOB) and the associated annual accounting support fee.
    - SEC Releases 2022 Peak Filing Volume Dates for EDGAR Filings - Novaworks Weblog
      The SEC has released a filing schedule detailing when it expects to receive the highest volume of EDGAR filings. The 2022 schedule is now available from the SEC.
    - Christmas Hours - Novaworks Weblog
      The SEC will be closed December 24 for the Christmas holiday. The EDGAR System will not receive, process or accept filings on either of these days.
    - SEC Approves Amendments to Finalize Interim Rules Pertaining to the Holding Foreign Companies Accountable Act - Novaworks Weblog
      The SEC has finalized provisional final rules to carry out congressionally mandated submission and disclosure conditions in Sections 2 and 3 of the Holding Foreign Companies Accountable Act.
    - FASB Proposes Updates for Future Taxonomy Related to Proposed ASU on Troubled Debt Restructurings and Vintage Disclosures - Novaworks Weblog
      The FASB has issued updates to the US GAAP Taxonomy Accounting Standards pertaining to Update Topic 326 (Troubled Debt Restructurings and Vintage Disclosures).
    - SEC Staff Issues Accounting Guidance on “Spring-Loaded” Compensation Awards to Executives - Novaworks Weblog
      The SEC has published Staff Accounting Bulletin (SAB) No. 120, which discusses public companies disclosing compensation costs as “spring-loaded awards” made to executives.
    - SEC Proposes Rule to Provide Transparency in Securities Lending Market, Requests Comment - Novaworks Weblog
      The SEC has proposed new Rule 10c-1 to enhance efficacy and transparency in the borrowing of securities for market participants.
    - SEC Revises List of Firms Using Inaccurate Information to Solicit Investors - Novaworks Weblog
      The SEC has updated its list of unregistered entities using inaccurate data to solicit non-US investors, adding 82 soliciting entities, eight impersonators of real firms, and one bogus regulator.
    - SEC Publishes Enforcement Results for Fiscal Year 2021 - Novaworks Weblog
      The SEC’s Division of Enforcement has announced that in fiscal year 2021, it saw a number of important, first-of-their-kind enforcement actions and a record-breaking year for whistleblower program.

Last updated: 2025, July 20 16:45:49 Total pages: 10000 www.novaworkssoftware.com Homepage

Last updated: 2025, July 20 16:45:49
Total pages: 10000 www.novaworkssoftware.com Homepage