Category: The Disclosure Process

As part of our blog series based on this great panel of in-house practitioners – featuring Healthpeak Properties’ Carol Samaan, Lumen Technologies’ Michael Rouvina and Cognizant’s Aya Kiy-Morrocco – here’s a blog that addresses the question of: “How much do…
We have heard that investors love it when a company provides a “red line” (marked up) version of their bylaws showing exactly what has changed compared to the previous version. Item 601 of Regulation S-K doesn’t require companies to file…
As part of our blog series based on this great panel of in-house practitioners – featuring Healthpeak Properties’ Carol Samaan, Lumen Technologies’ Michael Rouvina and Cognizant’s Aya Kiy-Morrocco – here’s a blog that addresses the question of: “When updating a…
As part of our blog series based on this great panel of in-house practitioners – featuring Healthpeak Properties’ Carol Samaan, Lumen Technologies’ Michael Rouvina and Cognizant’s Aya Kiy-Morrocco – here’s a blog that addresses the question of: “When you do…
This was such a great panel of in-house practitioners – featuring Healthpeak Properties’ Carol Samaan, Lumen Technologies’ Michael Rouvina and Cognizant’s Aya Kiy-Morrocco – that I’ve decided to highlight their commentary in a series of blogs. This particular blog addresses…
This is pretty wild stuff about leveraging universal proxy as reported in this note by Michael Levin of “The Activist Investor”: “Last week, HCC hosted its annual shareholders meeting, and we saw how this interesting and promising idea worked out…
So we now have the SEC’s final climate disclosure rule – as well as the first three lawsuits filed challenging the SEC’s rulemaking – and already a lot of ink has been spilled. Here are some of the top resources…
In honor of the SEC (likely) adopting a final climate disclosure rule today, let’s talk about ESG reports. Compared to even the recent past, many companies find they have more resources than ever before when they tackle drafting the proxy.…
Here’s the intro from this note by Tim Mohin based on information reported in this article: “There is new hope that the US Securities and Exchange Commission (SEC) will issue its long-awaited climate disclosure rule soon. A draft of the…
Before you press that “print” button, take time for a “gut check” review. Someone who has been with the company for a while, and who is in the room when the board meets, should read the proxy from end to…
It might be refreshing to step back once in a while and think about the “Why are we disclosing this?” aspect of disclosure. Of course, sometimes the answer is: “Because the SEC requires it.” But even if that’s the case,…
Another great panel! In this 39-minute video, join Leidos’ Henrique Canarim, Etsy’s Jennifer Card and Intel’s Alex Shukhman as they discuss: 1. When you’re working on brand new disclosure – some new development or a new rule requirement – what…
As a long-time observer of proxies, it’s refreshing to see the explosive growth in the use of infographics. If used properly, graphics can convey a message—particularly a complicated one—in ways that text simply can’t. Something that used to take several…
These in-house speakers are crisp and practical – it is a great panel! In this 22-minute video, join Healthpeak Properties’ Carol Samaan, Lumen Technologies’ Michael Rouvina and Cognizant’s Aya Kiy-Morrocco as they discuss: When you’re working on brand new disclosure…
Following up on my recent blog about “10 Surprising Things About the CSRD,” here is a 9-page thought piece from Labrador about whether your company has to comply with the EU’s Corporate Sustainable Reporting Directive (CSRD)…

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Recent Posts

How to Consider the Design of Your Disclosures
Consider Filing “Red Lined” Copies of By-Law Changes
How to Diligence Your Disclosures
Are We Entering a New “Era of Transparency”?
How to Consider Peer Disclosures When Drafting Disclosures
Understanding “Transparency” in a Single Word