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News & Resources: Flash Reports

Flash Reports
17 Sep, 2025

2025 Regulatory Agenda

SEC Chair Paul Atkins released a statement on Thursday, Sept. 4, 2025, announcing the Office of Information and Regulatory Affairs’ release of the Spring 2025 Unified Agenda of Regulatory and Deregulatory Actions. The regulatory agenda outlines the SEC’s list of forthcoming rulemakings, including those that are in the pre-rule stage, proposed rule stage, and final rule stage for Spring 2025.

Flash Reports
03 Sep, 2025

Fifth Circuit Orders SEC to Review Short Selling Rules

On August 25, 2025, the Fifth U.S. Circuit Court of Appeals remanded two rules adopted during the Biden administration, giving hedge fund associations a partial victory. The rules were not vacated. However, the Securities and Exchange Commission (“SEC”) must now review them in light of the court’s opinion.

Flash Reports
02 Sep, 2025

EDGAR Next: The Countdown is On

In less than one month, all EDGAR filers must be enrolled in EDGAR Next to avoid interruptions when filing.

Flash Reports
15 Aug, 2025

SEC Approves In-Kind Creations and Redemptions for Crypto ETPs

On July 29, 2025, the Securities and Exchange Commission (“SEC”) voted to approve orders to permit in-kind creations and redemptions by authorized participants for crypto asset exchange-traded product (ETP).

Flash Reports
24 Jul, 2025

Filing Fee Modernization and New Filing Fee Fedwire Payment Format in EDGAR

As part of the Filing Fee Disclosure and Payment Methods Modernization rule, all fee-bearing forms will require the fee exhibit to be tagged with iXBRL. The amendments are intended to improve the filing fee preparation and payment processing by facilitating enhanced validation through filing fee structuring.

Flash Reports
25 Jun, 2025

N-PX Filing Deadline Approaching

As a reminder, N-PX filings for the reporting period July 1, 2024, to June 30, […]

Flash Reports
13 Jun, 2025

OEF 2025 Taxonomy Transition

Beginning June 2025, FilePoint will be transitioning to the OEF 2025 taxonomy for all N-CSR and registration statement filings in an effort to stay current with the SEC’s latest taxonomy.

Flash Reports
24 Apr, 2025

ADA- and WCAG- Compliant PDFs and Websites

Recently, many financial services and insurance companies are questioning whether their public-facing documents and websites meet current guidelines Americans with Disabilities Act of 1990 (ADA) expectations and Web Content Accessibility Guidelines (WCAG). This piece provides an overview of both the ADA and WCAG, and may provide clarity on whether or not you have external-facing content that may need to be updated to meet these standards.

Flash Reports
22 Apr, 2025

Frequently Asked Questions: Schedule 13G and 13D

In October 2023, the SEC published amendments to the Securities Exchange Act of 1934 (the “Act”) under Sections 13(d) and 13(g) to require market participants to provide more timely beneficial ownership positions using new technical reporting requirements to better meet the needs of investors.

Flash Reports
21 Apr, 2025

SEC Releases New Extension Dates for Form N-PORT and N-CEN Reporting on Open-End Fund Liquidity Risk

The SEC announced the adoption of amendments to reporting requirements for Forms N-PORT and N-CEN in its final rule relating to certain registered investment companies.

Flash Reports
03 Apr, 2025

Republican Members of House Financial Services Committee Outline Biden-Harris Era SEC Rules that Should be Withdrawn

On March 31, 2025, Chairman French Hill and all of the Republican members of the House Financial Services Committee sent interagency letters requesting the rescission, modification, or re-proposal of specific Biden-Harris administration actions to the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, the Federal Reserve, the Office of the Comptroller of the Currency, and the Securities and Exchange Commission (SEC).