February 15, 2024
Transcript: “The ABCs of Schedule 13D and Schedule 13G”
We’ve posted the transcript for our recent webcast – “The ABCs of Schedule 13D and Schedule 13G”, which featured Barnes & Thornburg’s Scott Budlong, Simpson Thacher’s Jennifer Nadborny, Gibson Dunn’s David Korvin and Gunderson’s Andrew Thorpe. The webcast covered the following topics:
– Overview of Schedule 13D and 13G requirements
– Amendments to Schedule 13D and 13G filing deadlines
– Amendments and Guidance on Derivative Securities
– Guidance on Schedule 13D “groups”
– Recurring beneficial ownership reporting issues
– Implications of the amendments and guidance for activism and hostile M&A
Our panelists provided insights into the basics of beneficial ownership reporting, the changes to the reporting scheme resulting from the amendments, and the implications of the SEC’s new guidance on cash settled derivatives and Schedule 13D “group” formation.
– John Jenkins