Navigating Proxy Season Amid Uncertainty

Download a pdf of this article » New SEC Staff Guidance on “Passive Investor” Status May Complicate Shareholder Engagement Efforts Key Takeaways On February 11, 2025, the SEC staff issued two updates to its Compliance and Disclosure Interpretations, or C&DIs, addressing Schedule 13D/G beneficial ownership filings. The full impact of this guidance remains uncertain, but […]