Insights & Analysis

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

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Execs’ 10b5-1 Plans Reportedly at Heart of Silicon Valley Bank Investigation

What did Silicon Valley Bank executives know, and when did they know i...

Filings & Data Points

SVB Financial Group, Form 4, Gregory W. Becker (March 1, 2023)

Silicon Valley Bank executive, Gregory Becker, is in hot water over li...

Filings & Data Points

SVB Financial Group, Form 4, Daniel J. Beck (March 1, 2023)

Likely insider trading violations have Silicon Valley Bank executive, ...

Whitepapers & Special Reports

Compliance Matters: Top Risk Factors for Review

We conducted a comprehensive review of risk factors cited in 10-Ks over...

E&S Shareholder Proposals After the SEC’s Policy Shift: An Intelligize Report

The SEC’s position on whether companies may exclude certain shareholder proposals from...

PCAOB Talks Tough on Audit Issues

While it may be wonky by nature, the PCAOB has adopted a...

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Filings & Data Points

SVB Financial Group, Form 4, Daniel J. Beck (March 1, 2023)

Likely insider trading violations have Silicon Valley Bank executive, Daniel Beck, in...

SVB Financial Group, Form 4, Gregory W. Becker (March 1, 2023)

Silicon Valley Bank executive, Gregory Becker, is in hot water over likely...

Ontrak, Inc., Form 8-K (March 2, 2023)

Indictment of Ontrak, Inc.'s Peizer signals the federal government's crackdown on Rule...

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Press Releases

Intelligize® Climate Change Disclosure Report: SEC Shifts Enforcement Focus from Missing Information to Inaccurate Reporting

NEW YORK – February 10, 2022 – As public scrutiny of corporate...

Intelligize® Releases Two Powerful Tools for Researching Public Companies’ Performance on ESG Issues

NEW YORK – September 14, 2021 – With environmental, social and governance...

Intelligize® Survey Finds Companies Invite Regulatory Guidance on ESG Reporting

NEW YORK – September 1, 2021 – Environmental, social and governance (ESG)...

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Webinars

SEC Guidance on Non-GAAP Financial Measures and KPIs

Wednesday, March 15, 2023 1 p.m. EDT Many companies use non-GAAP financial...

Preparing for 2023 Proxy and Annual Reporting Season

In this webcast, our experts cover the details of the SEC’s rulemaking...

Impairment: Reminders and Hot Topics

Wednesday, October 19, 2022 (1 p.m. EDT) Recent global events, coupled with...

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Blog

SEC Taking an Interest in Accounting Enforcement

The implosions of Silicon Valley Bank and Signature Bank this month may have come as a surprise to KPMG LLP, one of the so-called Big Four accounting ...

Execs’ 10b5-1 Plans Reportedly at Heart of Silicon Valley Bank Investigation

What did Silicon Valley Bank executives know, and when did they know it? Ever since the financial institution of choice for venture capital-backed ...

Revived SEC Admissions Policy Fizzled in First Year

You could be forgiven if you don’t recall an announcement made by a Securities and Exchange Commission official in 2021. A killer virus spreading ar...

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