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March 14, 2025

EDGAR Next: SEC Publishes “Small Entity Compliance Guide” Ahead of March 24th Transition

Earlier this week, the SEC announced a new “Small Entity Compliance Guide” to assist in complying with the upcoming transition to EDGAR Next. The guide not only sheds light on key topics (for small businesses & beyond) – it also serves as a timely reminder that the March 24th transition date for EDGAR Next is rapidly approaching!

As we’ve previously shared, existing filers will be able to enroll through a transition period ending September 12th. But that doesn’t mean you can put this off until August – especially if you have directors who sit on other companies’ boards. You should coordinate with those companies now, so that nobody ends up inadvertently locked out of an insider’s account on the eve of a Form 4 deadline. And remember that if you have new-filer directors joining your board after March 24th, you’ll need to be ready to follow the new process for them right off the bat.

We’re posting memos in our “EDGAR” Practice Area. Additionally, mark your calendar for our Section16.net webcast – “How to Prepare for EDGAR Next” – which is happening this upcoming Tuesday, March 18th at 1:30 p.m. ET. If you aren’t already a Section16.net member and want access to this webcast and our other helpful resources, try a no-risk trial now. Our “100-Day Promise” guarantees that during the first 100 days as an activated member, you may cancel for any reason and receive a full refund. You can sign up by credit card online. If you need assistance, send us an email at info@ccrcorp.com – or call us at 800.737.1271.

Liz Dunshee

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