<h4> Q&A and convos around the murky waters of SEC and SEDAR compliance reporting
Enjoy this new, updated all-in-one 2025 SEC Calendar of Filing Deadlines! Designed for public companies, investment companies, and foreign private issuers that are required to submit filings to the U.S. Securities and Exchange Commission, this cal...
Hello, how can I hyperlink to our filed SEC 20-F last year (2023) to link directly to Item 5, page 77 and not to the cover page? Last year's hyperlink to the 2022 20-F goes directly to the start of Item 5 and I would like to do this.
Hello, I'm trying to add hyperlinks to an external filing on EDGAR and am getting the following error: EFM.6.05.16externalReference. We did not have an issue with the error when filing last week and are only now seeing it during our XBRL roll for...
I am filing one Schedule 13G on behalf of 2 related registrants. I was informed by legal counsel not to file a duplicate filing for both registrants, but that I should file only once with 2 registrants listed. I can only figure out a way to add on...
Enjoy this new, updated all-in-one 2024 SEC Calendar of Filing Deadlines! Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now y...
Annually, we have a large repurchase agreement (100+ pages) which has some formatting which leads to inconsistencies between the Word version loaded to WDesk and the executed version of the document. As a result, we've had to default to loading a ...
Per new SEC requirements, any news on the inclusion of a 'checkbox' on Form 4s for filers to who are relying on affirmative defense via 10b5-1 Plans? Effective date is 2/27/2023.
Enjoy this new, updated all-in-one 2023 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
Hi, The SEC Clawback rule is now published on the Federal Register. Do we know what the requirements are for the upcoming 2022 10K? My understanding is that we are waiting for the listing exchange to update its policy. Ken
would like to confirm my statutory deadline is Monday 11/14/22
With the Canadian Securities Administrators modernizing SEDAR (finally) with the rollout of SEDAR+ in 2023, does Workiva have any plans to provide SEDAR filing solutions similar to that for FERC and SEC?
Enjoy this new, updated all-in-one 2022 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
I had a reviewer this quarter post comments his review copy. He posted probably 30 but only 2 showed up in the Review version. I can see all of them in the Live version. Any feedback would be greatly appreciated. Thanks Brian
The SEC rules say, "All printed proxy statements shall be in roman type at least as large and as legible as 10-point modern type . . . " (17 CFR Part 240.14a-5d). I am curious what font and font size you have been using for your proxy statements. ...
Hi all! As published here, as of March 22, 2021 the SEC released EDGAR version 21.1. In this release was support for the 2021 US GAAP (UGT) and 2021 SEC Reporting (SRT) taxonomies, along with other SEC taxonomies. The 2021 Risk Return (MFRR) taxon...
I am working on filing an 8-K with original filing revised as an exhibit. My original filing uses the XBRL 2018 taxonomy and my 8-K cover is tagged using the 2019 Updated DEI. I want to make sure that my XBRL is filed correctly-what would be the r...
I think Proxy Statement doesn't need to be XBRL tagged, but I want to double check just in case there are something new. Thanks.
Hi all! Wanted to give a quick update on somethings related to our favorite topic, iXBRL.Hyperlinks to iXBRL FilingsFirst, we've seen many reports around hyperlinks and the somewhat vague errors found EFM 6.05.16, pointing to EFM.6.05.16.externa...
Under the FAST Act I am required to tag my "EntityRegistrantName" (exact name of registrant as specified in its charter); however, my company's name includes commas and periods, as do most. Our EDGAR name does not. We've historically included this...
Hi Mike, sorry but I have another follow up on the posting requirement. Are public companies under any obligation to post the HTML EDGAR 10Q-10K on their corporate website? I don't believe so but want to confirm this with you and the community. ...
For any of your clients filing with iXBRL, are their external auditors reviewing XBRL as part of their audit procedures?
Thanks for the update. Do you have stats on how many registrants have already submitted iXBRL as of now? Thanks.
