Insights & Analysis

Special reports, whitepapers, data and insights on timely SEC topics, powered by the Intelligize platform.

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E and S, but not so much G

As the spotlight continues to shine ever brighter on environmental, so...

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Study Highlights Problematic “Insider Giving”

You’ve heard of insider trading in which people buy or sell securiti...

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Are Banks Due for a Work-Life Reckoning?

As life in the U.S. inches back to normal, several financial instituti...

Whitepapers & Special Reports

Human Capital Disclosure Report: Learning on the Job

The SEC’s new rule on human capital disclosure leaves a whole lot...

2021 Playbook on ESG Shareholder Proposals

Black Lives Matter. Raging wildfires. A deadly pandemic. A bitter election. The...

Only fools rush in: A study of SEC comment letters on lease accounting

Nearly two years after the implementation of a radical change to the...

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Filings & Data Points

Zoom Video Communications, Inc. 10-Q (Dec. 4, 2020)

Zoom cites the end of the pandemic as a risk factor.

Top 10 risk factors from 10-K filings

Top ten 10-K risk factors for review. For this report, we analyzed...

Negative event disclosure: Form 8-K items

See the trends in Form 8-K disclosure for negative events

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Press Releases

SEC Rules Leave Human Capital Disclosure Largely in Companies’ Hands, New Intelligize® Report Finds

NEW YORK – April 27, 2020 – As society places more attention...

New Intelligize® Company Insights Application Brings Together Comprehensive Corporate Snapshots to Power Investor Relations and Market Research

NEW YORK – November 2, 2020 – Intelligize, the industry-leading provider of...

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Webinars

Best Practices for Earnings Calls and Investor Updates

Practices for public companies relating to earnings calls, earnings guidance and investor...

IBOR Transition: Current Status of US Federal Tax Guidance

Interbank Offered Rates (IBORs), including the London Interbank Offered Rate (LIBOR), serve...

COVID-19 Considerations for SEC Reporting Companies

In 2021, the COVID-19 pandemic continues to raise a number of issues...

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Blog

Potential Cybersecurity Strategies Taking Shape, Including Disclosure Rules

Last month, we detailed the emerging threats posed by cyberattacks to companies and the public at large. We also discussed the absence of obvious solu...

Comments Reveal Concerns with ESG Reporting

Commissioner Hester Peirce has developed a reputation for marching to the beat of her own drum since former President Trump appointed her to the Secur...

Crypto Confusion Wears on U.S. Authorities

It’s the middle of the day and you have a big project due tomorrow. You know you should be working on it, but first you need a snack. And you’ve b...

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Videos

Intelligize Current Report: human capital disclosure

Intelligize, the #1 market leader in compliance research, delivers insights and analysis on all of the latest news affecting your disclosure. In this episode of Current Report, we dive into the disclosure of human capital measures or objectives that address the attraction, development and retention of personnel.

Intelligize Current Report: risk factor summaries

Intelligize, the #1 market leader in compliance research, delivers insights and analysis on all of the latest news affecting your disclosure. In this episode of Current Report, we dive into recent Reg. S-K amendments that require a risk factor summary.

Intelligize Current Report: coronavirus credit rating downgrade

Intelligize, the #1 market leader in compliance research, delivers insights and analysis on all of the latest news affecting your disclosure. In this episode of Current Report, we dive into thorny issues involved in a coronavirus-related credit rating downgrade.

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