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Make Editing Your iXBRL Files A Breeze Cindy MacPherson Have you assembled your iXBRL submission and then found a last minute change? Instead of having to re-tag or go back to your software provider to …

How Transform’s Update Functionality Can Make a Large Task Easier Sonja Fracisco The tagging of large filings with hundreds of concepts and detailed facts can feel like a daunting task, and making last-minute HTML edits may make …

Stitching Documents Allows for a More Efficient Workflow Brad Packard SEC Filings can be long. An annual filing consists of multiple distinct parts and can often be hundreds or even thousands of pages long, meaning that …

Final Rule: Pay vs. Performance Cindy MacPherson On August 25, 2022, the Securities and Exchange Commission (SEC) adopted a rule to increase transparency on the relationship between executive …

SEC Proposes Rule Changes to Prevent Deceptive Fund Names Cindy MacPherson On May 25, 2022, the Securities and Exchange Commission (SEC) proposed an amendment to the Investment Company Act of 1940’s “Names Rule.” The Names …

Transform Now Supports iXBRL Tagging for Closed-End Funds and Business Development Companies Brad Packard On August 1, 2022, the inline XBRL (iXBRL) requirement for Closed-End Fund (CEF) and Business Development Company (BDC) filings with the Securities …