As the spotlight continues to shine ever brighter on environmental, so...
Insights & Analysis
Special reports, whitepapers, data and insights on timely SEC topics, powered by the Intelligize platform.
blog
Study Highlights Problematic “Insider Giving”
You’ve heard of insider trading in which people buy or sell securiti...
blog
Are Banks Due for a Work-Life Reckoning?
As life in the U.S. inches back to normal, several financial instituti...
Whitepapers & Special Reports
May 2021
Human Capital Disclosure Report: Learning on the Job
The SEC’s new rule on human capital disclosure leaves a whole lot...
December 2020
2021 Playbook on ESG Shareholder Proposals
Black Lives Matter. Raging wildfires. A deadly pandemic. A bitter election. The...
October 2020
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...
Filings & Data Points
December 2020
Zoom Video Communications, Inc. 10-Q (Dec. 4, 2020)
Zoom cites the end of the pandemic as a risk factor.
October 2020
Top 10 risk factors from 10-K filings
Top ten 10-K risk factors for review. For this report, we analyzed...
August 2020
Negative event disclosure: Form 8-K items
See the trends in Form 8-K disclosure for negative events
Press Releases
April 2021
SEC Rules Leave Human Capital Disclosure Largely in Companies’ Hands, New Intelligize® Report Finds
NEW YORK – April 27, 2020 – As society places more attention...
December 2020
New Intelligize® ESG-Focused Playbook Offers Guide to Proxy-Season Shareholder Proposals on Diversity, Human Capital, Political Spending
NEW YORK – December 10, 2020 – In a tumultuous year in...
November 2020
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...
Webinars
July 2021
Best Practices for Earnings Calls and Investor Updates
Practices for public companies relating to earnings calls, earnings guidance and investor...
May 2021
IBOR Transition: Current Status of US Federal Tax Guidance
Interbank Offered Rates (IBORs), including the London Interbank Offered Rate (LIBOR), serve...
March 2021
COVID-19 Considerations for SEC Reporting Companies
In 2021, the COVID-19 pandemic continues to raise a number of issues...
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...
July 29, 2021
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...
July 27, 2021
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...
July 22, 2021
Videos
Intelligize Current Report: human capital disclosure
October 28, 2020
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
September 24, 2020
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
August 28, 2020
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.