Upcoming Changes to Schedule 13G Reporting

So long ago that it may have slipped from memory, the U.S. Securities and Exchange Commission (“SEC”) adopted changes to the regime for reporting beneficial interests in publicly traded equity securities on Schedule 13G. The new rules, which apply only to investors eligible to report on Schedule 13G, were adopted in November 2023 and require compliance beginning on September 30, 2024....
By: Cohen & Gresser LLP

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