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Annual SEC Section 13 Filing Requirements for Venture, Private Equity Funds (Updated)

Venture and private equity funds and other investors that own equity securities of public companies may have numerous Securities and Exchange Commission (SEC) filing requirements – including filings based on the size of the...more

Navigating the SEC’s New XML Filing Requirements for Schedules 13D and 13G: What Funds Need to Know

On December 18, 2024, new requirements go into effect that mandate the use of the XML format for Schedules 13D and 13G filings with the US Securities and Exchange Commission (SEC). The XML reporting requirements represent the...more

Amended Filing Deadlines for Schedule 13G Filers Go Into Effect September 30, 2024

In 2023, the Securities and Exchange Commission (SEC) adopted wide-ranging rule changes applicable to beneficial ownership reporting under Sections 13(d) and 13(g) of the Securities Exchange Act. These rule changes are...more

What Fund Managers Need to Know About SEC Form N-PX

A Securities and Exchange Commission (SEC) rule that takes effect on July 1, 2024, will require fund managers who file Form 13F reports to publicly report – on an annual basis on Form N-PX – the manner in which they vote on...more

New SEC Requirements for Form 13F Filers Effective July 1, 2024

In late 2022, the Securities and Exchange Commission (SEC) adopted rule changes that will require institutional investment managers who file Form 13F to annually file a Form N-PX disclosing the manner in which they have voted...more

Annual SEC Filing Deadline for Venture, Private Equity Funds Is February 14, 2024

Venture and private equity funds that own equity securities of public companies may have numerous Securities and Exchange Commission (SEC) filing requirements, including filings based on the size of the holdings of a...more

Annual SEC Section 13 Filing Requirements for Venture, Private Equity Funds - December 2023

Venture and private equity funds that own equity securities of public companies may have numerous Securities and Exchange Commission filing requirements, including filings based on the size of the holdings of a particular...more

SEC Adopts Amendments to Beneficial Ownership Reporting Rules: What Investors Need To Know

On October 10, 2023, the Securities and Exchange Commission (SEC) adopted amendments to Regulation 13D – G under the Securities Exchange Act of 1934, as amended (Exchange Act), which govern the beneficial ownership reporting...more

Form 144 Goes Digital

Venture capital and private equity funds with public companies in their portfolios – or whose principals sit on public company boards – are likely to be impacted by the new electronic filing requirements adopted by the...more

Annual SEC Filing Deadline for Venture, Private Equity Funds Is February 14, 2023

Venture and private equity funds that own equity securities of public companies may have numerous Securities and Exchange Commission filing requirements, including filings based on the size of the holdings of a particular...more

Annual SEC Section 13 Filing Requirements for Venture, Private Equity Funds

Venture and private equity funds that own equity securities of public companies may have numerous Securities and Exchange Commission filing requirements, including filings based on the size of the holdings of a particular...more

Annual SEC Filing Deadline for Venture and Private Equity Funds Is February 14, 2022

Venture and private equity funds that own equity securities of public companies may have numerous Securities and Exchange Commission filing requirements, including filings based on the size of the holdings of a particular...more

Alert: COVID-19 Pandemic - Governance and Disclosure Considerations for Public Companies

The COVID-19 outbreak – now officially categorized by the World Health Organization as a global pandemic – has quickly developed into a historic public health crisis. As the response to the COVID-19 pandemic evolves and...more

Alert: New Bill Targets Cybersecurity Expertise on Boards of Directors

On December 17, 2015, Senators Jack Reed (D-RI) and Susan Collins (R-Maine) introduced, S2410, the Cybersecurity Disclosure Act of 2015, which would require public companies to disclose what cybersecurity expertise their...more

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