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Insights & Analysis

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

The State of COVID-19 Disclosure, Part I: Debt Covenants

It’s coming from celebrities. It’s coming from aunt Sally’s Facebook feed. It’s even coming from heads of state. Misinformation is one of the ...

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Filings & Data Points

Intelligize COVID-19 disclosure survey spotlights peer expectations

The ongoing COVID-19 pandemic is creating unprecedented challenges for public filing companies—particularly when it comes...

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Disclosure Describes Strings Attached to PPP Funds

The Paycheck Protection Program provided a welcome lifeline to businesses in the midst of the...

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Five Key Considerations for Audit Committees During the Pandemic

The pandemic has everyone rethinking how they do things, whether it be personal greetings, grocery...

Whitepapers

October 2019

Critical Audit Matters: Public Company Adaptation to Enhanced Auditor Reporting

Based on data from the August 2019 survey of 171 compliance specialists...

August 2019

Impact of New Revenue Recognition Standards on Public Companies, Part II

Part II of Intelligize’s revenue recognition (Topic 606) research series checks back...

April 2019

No-Action Letter Citation: Analyzing Excluded Shareholder Proxy Proposals

More than half of all shareholder proxy proposal exclusions allowed by the...

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Webinars

June 2020

Developments affecting social media usage by issuers and regulated entities

The growing use of social media has created challenges for federal securities...

April 2020

Mind the Non-GAAP: A Look at Recent SEC Guidance on Non-GAAP Financial Measures

Public companies using non-GAAP financial measures continue to draw regulatory scrutiny and...

April 2020

COVID-19 considerations for SEC reporting companies

The COVID-19 pandemic has raised a number of issues specific to public...

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Special Reports

May 2020

Proof of concept: an Intelligize report on virtual annual shareholder meetings

This proxy season, an unprecedented number of public companies adopted a virtual...

February 2020

Analysis of 2019 unicorn IPOs

See the offering trends and other important developments in unicorn IPOs from...

January 2020

2020 playbook on ESG shareholder proposals: Evaluating last year’s proxy vote results

Carry last year's proxy vote results into this season with our 2020...

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Press Releases

April 2020

Intelligize Makes Access to Compliance Management Platform Complimentary to Help Corporations Prepare for Filings and Earnings Calls Amid COVID-19 Outbreak

NEW YORK (April 1, 2020) – Compliance management and analytics provider, Intelligize,...

February 2020

Massive 2019 Unicorn IPOs Lead Market to More Than Triple the Value of 2018 Unicorn IPO Class According to New Intelligize Report

RESTON, Va. (February 25, 2020) – Unicorns – private companies valued at...

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Filings & Data Points

June 2020

Intelligize COVID-19 disclosure survey spotlights peer expectations

The ongoing COVID-19 pandemic is creating unprecedented challenges for public filing companies—particularly...

May 2020

Form S-3 prospectus and SEC Release 34-88465 conditional relief

Example of a Form S-3 prospectus supplement filed while company has delayed...

April 2020

UPDATE: Section Analysis & Trends: COVID-19 disclosure in SEC filings – April 3, 2020

An updated look at how COVID-19 is impacting public disclosure

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Podcasts

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Blog

Federal Reserve Forces Banks to Stock Up on Capital

Just when it felt like we were getting past the coronavirus, the resurgent disease is forcing government officials to tighten their controls. It’s h...

The State of COVID-19 Disclosure, Part I: Debt Covenants

It’s coming from celebrities. It’s coming from aunt Sally’s Facebook feed. It’s even coming from heads of state. Misinformation is one of the ...

LIBOR Transition Gets Real at SEC, OCIE

Remember when you were eight years old and your parents warned you to knock it off in the back of the car, and then warned you again, and then warned ...

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