Month: December 2024

Navigating the SEC’s New XML Filing Requirements for Schedules 13D and 13G: What Funds Need to Know

On December 18, 2024, new requirements go into effect that mandate the use of the XML format for Schedules 13D and 13G filings with the US Securities and Exchange Commission (SEC). The XML reporting requirements represent the final change required by the SEC’s wide-ranging amendments to its beneficial ownership reporting […]