A recording of our webinar on 30 January 2025, before the SEC delayed the filing of reports until 17 February 2026
Shareholding disclosure experts Fiona O’Shea (aosphere) and C. Wallace DeWitt (A&O Shearman) discussed the expectation that the SEC may make an announcement and what that would mean for the future of short position reporting in the US including, if compliance was extended.
Topics covered include:
- The latest status of the pending court challenge of 13f-2 and the share-lending rule in the 5th Circuit
- If 13f-2 is potentially subject to extension by the SEC or court
- How to deal with reporting of shorts of foreign securities
- Impacts of the recent SEC shareholder rule changes, both long and short
- Regulatory landscape changes under the Trump administration
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