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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

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

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 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

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