On September 18th, 2023, the SEC updated its EDGAR System to Release 23.3. This release includes the new SHR XBRL taxonomy, the new XML version of Form N-CR, and other important changes. Continue reading "EDGAR Release 23.3" »

The SEC’s EDGAR Business Office will host a webinar that will include an overview of the EDGAR Next proposing Beta and a presentation of the functionality contained in the potential technical updates to EDGAR. The webinar will take place on Tuesday, September 19, 2023, from 12:00 p.m. to 1:00 p.m. ET. The webinar is free and open for the public to attend. {expires: 2023-09-20} Continue reading "SEC’s EDGAR Business Office to Present Demo on..." »

On September 12th, the SEC released the Interactive Data Test Suite Update 67d-230901. Filers may view an overview of the updates by accessing the Change Log in the final section of the summary file. The SEC has made the public test suite available to assist filers who are using software to validate interactive data prior to its submission to the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. Continue reading "SEC Announces Interactive Data Test Suite..." »

The SEC has announced that it is proposing rule and form amendments to improve filer access and account management on the SEC’s Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) connected to potential technical updates to EDGAR (collectively referred to as “EDGAR Next”). Continue reading "SEC Publishes Rule Proposal to Enhance EDGAR..." »

The SEC released drafts of the 2024 updates to its reporting taxonomies on September 7th, including updates within the annual review and update process for all SEC taxonomies accepted in the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. The Draft 2024 Release Notes provide more information related to specific changes in the 2024 update. Continue reading "SEC Publishes 2024 Draft Taxonomies" »

The SEC staff has announced the upcoming EDGAR Filing Fee Beta, which will be open from October 2, 2023 through December 22, 2023. All filers (including accelerated filers) are invited to participate in this Beta, which will allow filers to test the technical and structured data features of the Filing Fee Disclosure and Payment Methods Modernization rule. The Filing Fee Beta environment also will give filers the opportunity to construct structured filing fee-related information using the new Fee Exhibit Preparation Tool that includes features including prompts, explanations, and automated calculations to produce a filing fee exhibit (EX-Filing Fees) in submission-ready format. Continue reading "SEC Provides Filers Opportunity to Participate..." »

The SEC will be closed Monday, September 4th in observance of Labor Day. The EDGAR System will not receive, process or accept filings on this day. Filings with a due date of September 4th will be due the following business day. The FERC will also be closed in observation of Labor Day. eForms will accept filings submitted on September 4th. {expires: 2023-09-05} Continue reading "Labor Day" »

The SEC has released its draft of the EDGAR® Filer Manual, Volume II: “EDGAR Filing” (Version 67) to allow filer feedback and to help filers prepare for potential updates to the EDGAR system which is detailed in the draft and scheduled to be implemented in EDGAR Release 23.3 on September 18, 2023. Continue reading "SEC Publishes Current Draft for EDGAR Filer..." »

On July 17, 2023, the SEC announced that it updated SEC.gov stylesheets for Forms 4 and 5, which will be implemented with EDGAR Release 23.2.1. More specifically, the checkbox introduced in Release 23.1—to allow filers to determine whether the reported transaction was subject to a contract, instruction or written plan intended to meet the conditions of Rule 10b5-1(c)—has been moved from above Table 1 to the upper left corner of the stylesheet. There have been no new changes made to Forms 4 and 5. Continue reading "EDGAR Release 23.2.1" »

On June 20th, the SEC updated the EDGAR system to Release 23.2, and the system now supports multiple new XBRL taxonomies, including the 2023 version of the International Financial Reporting Standards (IFRS) taxonomy, the Resource Extraction Payments (RXP) taxonomy, and the Open-End Fund (OEF) taxonomy. These taxonomies are now also supported in the GoFiler Suite. Continue reading "SEC Issues June 2023 XBRL Taxonomies Update" »

On June 16th, the SEC announced that it will offer 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 final rule, which was adopted in October 2021. Continue reading "SEC Announces EDGAR BETA Testing for Filing Fee..." »

The SEC has released its draft of the EDGAR® Filer Manual, Volume II: “EDGAR Filing” (Version 66). This draft Volume II of the EDGAR Filer Manual is accessible to filers in anticipation of feedback and to help issuers prepare for potential updates to the EDGAR system detailed in the draft and scheduled to be introduced in EDGAR Release 23.2 on June 20, 2023. Continue reading "SEC Releases New Draft EDGAR Filer Manual for..." »

On March 20, 2023, the SEC upgraded the EDGAR system to Release 23.1. The system now supports the 2023 reporting taxonomies. The SEC does not anticipate the removal of the 2021 versions of any taxonomies to occur before June 2023. For more information and a complete list of supported standard taxonomies, visit the Standard Taxonomies webpage on sec.gov. Continue reading "SEC Issues 2023 XBRL Taxonomies Update" »

The SEC has announced that EDGAR 23.1 will occur on March 20, 2023.
Continue reading "EDGAR Release 23.1" »

The SEC has announced that it has released its draft of the EDGAR® Filer Manual, Volume II: “EDGAR Filing” (Version 65). This draft Volume II of the EDGAR Filer Manual is accessible to filers in anticipation of feedback, and to help issuers prepare for potential modifications to the EDGAR system detailed in the draft and scheduled to be implemented in EDGAR Release 23.1 on March 20, 2023. Continue reading "SEC Releases New Draft EDGAR Filer Manual for..." »