Tax & Finance

SEC Seeks OMB Extension for Regulation 14N and Schedule 14N Information Collection

🇺🇸United States··Notice·Low Impact·View source ↗

AI-generated summary for informational purposes only. Not legal advice. See the original source for the authoritative text.

🇬🇧 English

This notice keeps in place the SEC paperwork requirement for shareholders who nominate director candidates for inclusion in a company’s proxy materials under state law or company rules. Affected shareholders or shareholder groups must continue filing Schedule 14N with the SEC. The filing gives companies and investors information about the nominating shareholder’s ownership, investment history, and plans, so shareholders can assess the nominee before voting. The SEC estimates only one filing per year, with about 30 hours of work and $6,000 in outside costs.

AI-generated summary. May contain errors. Refer to official sources for legal decisions.

Key Changes

  • Extends the existing OMB approval for SEC information collection under Regulation 14N and Schedule 14N
  • Keeps the Schedule 14N filing requirement for shareholders nominating directors for company proxy materials
  • Opens a 30-day public comment period on the information collection request

Obligations

What this law requires

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Shareholders or shareholder groups that submit director nominee(s) for inclusion in a company’s proxy materials under applicable state law or the company’s governing documents must file Schedule 14N with the SEC.

shareholders submitting director nomineesshareholder groups submitting director nominees
reporting
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Schedule 14N filers must disclose information sufficient to notify the company of their intent to have the company include their director nominee(s) in the company’s proxy materials.

shareholders submitting director nomineesshareholder groups submitting director nominees
disclosure
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Schedule 14N filers must provide information about their interest in the company, longevity of ownership, and intent regarding continued ownership so shareholders can evaluate the nominee before voting.

shareholders submitting director nomineesshareholder groups submitting director nominees
disclosure

Affected Parties

Shareholders or shareholder groups nominating director candidatesPublic companies subject to proxy nomination rules+1 more…

Tags

SEC,proxy materials,shareholder nominations