All posts by Cydney Posner

Republican nominee to SEC confirmed

The Senate has confirmed the appointment of Elad Roisman as SEC Commissioner, replacing Republican Commissioner Michael Piwowar. He hails from that pipeline to the SEC, the Senate Banking Committee, where, according to Investment News, he served as Chief Counsel. Prior to that position, he served as counsel to SEC Republican Commissioner Daniel Gallagher.  

It’s back to SAB 99 for FASB definition of materiality

In 2015, FASB sent a number of stakeholders into a tizzy when it issued two exposure drafts, part of its disclosure framework project, intended to “clarify the concept of materiality.” After hearing from any number of preparers, practitioners and other commenters, FASB has now reversed course. According to FASB, the “main amendment” in Amendments to Statement of Financial Accounting Concepts No. 8, issued at the end of August, “reinstates the definition of materiality that was in FASB Concepts Statement No. 2, Qualitative Characteristics of Accounting Information, which was superseded in 2010.”  In other words, it’s back to SAB 99.

SEC Chair discusses coming agenda

In this speech before the 36|86 Entrepreneurship Festival in Nashville, Tennessee, SEC Chair Jay Clayton discussed, among other topics, the coming agenda for public companies designed to “encourage capital formation for emerging companies seeking to enter our public capital markets.” The main topic was the plan to revisit the thresholds that trigger the SOX 404(b) requirement to provide an auditor attestation report on internal control over financial reporting. However, Clayton also added some news for private companies too. One thing is pretty clear from this speech: odds are excellent that relief  from SOX 404(b) is in the offing for more small companies. 

Equilar reports board gender diversity improvements for Q2 2018

According to consultant Equilar’s Gender Diversity Index, for the second calendar quarter of 2018, the percentage of  women on the boards of companies in the Russell 3000 increased from 16.9% to 17.7%, representing the third consecutive quarter of increase. Also in Q2, 39 boards reached gender parity—an increase of eight from the previous quarter.  And, for 71 boards, the percentage of women directors was between 40% and 50%, representing an increase of nine from the prior quarter.  But what’s most interesting about the data, however, is that, of appointments to new board seats during the period, 34.9% went to women—almost twice the percentage recorded in 2014. Equilar views that fact as “a promising sign that companies are making a concerted effort to promote diversity in corporate boardrooms.” The increase moves Equilar’s GDI to 0.35, where 1.0 represents board gender parity. 

Senator Warren introduces the Accountable Capitalism Act

According to this column in the LA Times, it’s the “single most pernicious idea in modern American finance.”  Can you guess? It’s the idea “that the corporation exists to ‘maximize shareholder wealth,’” the columnist proclaims. “As the mantra has evolved since it was declared by conservative economist Milton Friedman in 1970, it has come to mean ‘maximize shareholder wealth to the exclusion of everything else.’ The harvest has been stagnating worker wages, squeezed suppliers, noxious government economic policies, and the steady flow of corporate income to the top 1%. It’s long past time to bury this bad idea in the grave.” Needless to say, many would take issue with the columnist’s view, but probably not Senator Elizabeth Warren, who has recently introduced the “Accountable Capitalism Act,” which would mandate that specified large companies have as a corporate purpose identified in their charters—their new federal charters—the creation of a “general public benefit.” 

Cooley Alert: SEC adopts final disclosure update and simplification amendments

Take a look at this latest Cooley Alert: SEC adopts final disclosure update and simplification amendments.It’s riveting from start to finish!

SEC lowers fee rates for fiscal 2019, which begins October 1, 2018

On August 24, the SEC announced that it was reducing the fees it charges issuers to register their securities. In fiscal 2019, the fee rates for registration of securities and certain other transactions will be $121.20 per million dollars, down from $124.50 per million dollars last year. 

Corp Fin to post staff orders and more

Corp Fin announced yesterday that it plans to continue to enhance the transparency of staff actions by posting on EDGAR in issuers’ filing histories a range of documents relating to staff actions.

SEC adopts final disclosure update and simplification amendments

In her statement at the SEC open meeting held in 2016 to vote on issuing the proposing release for the SEC’s “Disclosure Update and Simplification,” SEC Commissioner Kara Stein protested that the proposal was, as she euphemistically framed it, so “hyper-technical” that many potential commenters may not be able “to truly access and understand what is being proposed.”  Apparently, even in its final state, the release was so hyper-technical that none of SEC Commissioners could even bear to talk about it. Could that be why there was no open meeting to discuss adoption of the final rules? Just guessing, of course.  What we saw instead was a Friday afternoon drop of this announcement and this 314-page release on the final rules. The SEC has also kindly provided this “demonstration version” of the rule amendments, essentially a blacklined version of the amendments. The final rules represent a component of the SEC’s disclosure effectiveness project, as well as an effort to implement one of the mandates of the FAST Act.  The final rules become effective 30 days after publication in the Federal Register, and the staff will review the impact of the amendments within five years thereafter.

Is semiannual reporting on the horizon?

On the White House lawn before he boarded a helicopter for the Hamptons and his New Jersey golf club for the weekend, reporters had the opportunity to lob a few questions at the president.  While most of the questions were about security clearances and the criminal trials of his former staff, a different topic suddenly emerged in connection with an early morning tweet about quarterly reporting. The president said that, in his discussions with leaders of the business community regarding ways to improve the business environment, Indra Nooyi, the outgoing CEO of Pepsico, had suggested that one way to help business would be to trim the periodic reporting requirements from quarterly to semiannually. The argument is that the change would not only save time and money, but would also help to deter “short-termism,” as companies would not need to focus on meeting analysts’ expectations on a quarterly basis at the expense of longer term thinking. (For more on short-termism, see, e.g., this PubCo post.) He agreed that “we are not thinking far enough out,” and had asked the SEC to look into it.