Tuesday, April 30. 2019

SEC Staff Announces Agenda For May 31 FinTech Forum

On April 24th, the SEC announced the agenda for its May 31st forum that will discuss distributed ledger technology and assets. This conference, which is the 2019 FinTech Forum, will be held by the SEC’s Strategic Hub for Innovation and Financial Technology (FinHub) and will begin at 9:30 am EST in Washington, DC at the SEC’s Headquarters. It will be open to the public on a first-come, first-serve basis.

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Posted by
The Novaworks Team
in EDGAR News, Events, SEC at 13:24

Friday, April 26. 2019

LDC #133: Checkbox and Radio Button Controls Part Three

Automatic operation of checkbox and radio buttons is easy, but what if you want to extend the functionality or do something out of the ordinary? This blog discusses how to manage the control more closely via button notifications. I will also update the checkbox script from Part One of this series to use notifications to add a narrative description to the dialog.

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Posted by
Scott Theis
in Development at 17:13

Friday, April 19. 2019

LDC #132: Adding Edit Functionality to the Page Break Manager

Last year, I wrote a series of blog posts on a Page Break Manager tool for GoFiler. It allowed users to save page breaks into a style template, rename them, and delete them. One feature was conspicuously absent though, the ability to edit a page break. Well, it seems like now would be a good time to rectify that mistake! This blog post is going to go over how to add the edit function to this script. It’s also a really good example of code should be written in a fairly modular fashion, because it makes it a lot easier to come back in and edit things later. I wrote this seven months ago, I don’t really remember how a lot of the functions work exactly. Things like reading the file into a data table, or saving the file back out, are somewhat complicated, and while I’m sure I could figure out how it’s working, there’s really no need to, since those are self-contained functions within the script. I don’t need to know how they work really, as long as they do what they’re supposed to do I can simply re-use them in this new function without a problem.


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Posted by
Steven Horowitz
in Development at 17:30

Friday, April 12. 2019

LDC #131: Building a Section 16 Data Scraper, Part 4: Dialog

It’s time to finish up our full script for our Section 16 data scraper. In the first three parts of this series we completed a base script that would go out to the SEC’s website, download all of the filings from a particular CIK, cache all of the Section 16 filings, find all of the reported transactions, put those transactions into a CSV file, and then read all of those transactions and figure out which of those transactions are current holdings. This week we are going to finish up by creating a dialog and adding our script functionality into the dialog.


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Posted by
Joshua Kwiatkowski
in Development at 17:47

Friday, April 05. 2019

LDC #130: Synchronizing Meta Data

This week’s blog post is going to be an example of using Legato to analyze a directory and a csv file, and to update a database with the results. While this script is specialized for a personal website and may have a lot of practical application outside of similar websites, it showcases many of the concepts I want to cover in this blog and illustrates the ability of Legato to bring data together.

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Posted by
David Theis
in Development at 17:55

Monday, April 01. 2019

SEC Releases EDGAR 19.1.1

On April 1, 2019, EDGAR Release 19.1.1 was released by the Securities and Exchange Commission. This release included a new “confidential” flag for NPORT-P and NPORT-NP filings as well as changes to the Dissemination Rule for N-PORT filings. Additionally, filers are now allowed submit NPORT-EX as an attachment to NPORT-P and NPORT-NP after August 31, 2019.

Continue reading "SEC Releases EDGAR 19.1.1" »
Posted by
The Novaworks Team
in EDGAR News, SEC at 10:23

Friday, March 29. 2019

New Release (4.26b) for the GoFiler Family of Products

Version 4.26b of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR Release 19.1.1 and contains a number of improvements to Form N-CEN View and Form N-PORT View. Additionally, this version contains new functions for XDX, support for the XBRL Previewer for EDGAR 19.1.1, and improvements to some general EDGAR tools.

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Posted by
The Novaworks Team
in EDGAR News, GoFiler Updates, Novaworks News at 17:35

LDC #129: Building a Section 16 Data Scraper, Part 3: Analysis

It’s time to finish up our base script for our Section 16 data scraper. In the first two parts of this series we started a script that would go out to the SEC’s website, download all of the filings from a particular CIK, cache all of the Section 16 filings, find all of the reported transactions, and put those transactions into a CSV file. This week we are going to finish up the base functionality by reading through all of the transactions and finding the current holdings. Additionally we are going to perform a large amount of refactoring as well as add in the functionality to look at reported holdings.


Continue reading "LDC #129: Building a Section 16 Data Scraper,..." »
Posted by
Joshua Kwiatkowski
in Development at 17:25

Thursday, March 28. 2019

SEC Proposes Offering Reforms for Business Development Companies and Registered Closed-End Funds

On March 20th, the SEC proposed rule amendments that would implement certain provisions of the Small Business Credit Availability Act and the Economic Growth, Regulatory Relief, and Consumer Protection Act. These amendments would improve access to capital and facilitate investor communications by business development companies and registered closed-end funds. Business-development companies (BDCs) are closed-end funds established by Congress that primarily invest in small and developing companies. Building on offering practices already in use by operating companies, the proposed amendments would modify the registration, communications, and offering processes available to BDCs and registered closed-end funds to be more streamlined and cost efficient in selling securities in response to market opportunities. Continue reading "SEC Proposes Offering Reforms for Business..." »
Posted by
The Novaworks Team
in SEC at 13:37

Wednesday, March 27. 2019

Notice Regarding Next GoFiler Release

The next release of GoFiler, version 4.26b, has been scheduled for release on Friday, March 29. Please note that this deviates from our normal update schedule. This change has been made to ensure that users will have uninterrupted access to all of the filing tools should they require the updates for EDGAR 19.1.1, which is due for release by the SEC on April 1.

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Posted by
The Novaworks Team
in EDGAR News, GoFiler Updates, Novaworks News at 15:55

Tuesday, March 26. 2019

SEC Adopts Rules to Implement FAST Act Mandate

On March 20th, the SEC adopted amendments to modernize and simplify disclosure requirements in Regulation S-K for public companies, investment advisers, and investment companies. Like previous amendments, these changes are consistent with the SEC’s mandate under the Fixing America’s Surface Transportation (FAST) Act and are based on recommendations in the staff’s FAST Act Report and a broader review of the SEC’s disclosure rules. These changes are expected to benefit investors through eliminating outdated and unnecessary disclosure while improving the readability and navigability of company disclosures. They should also reduce repetition and the disclosure of irrelevant and immaterial information. In addition, these amendments are expected to reduce costs and burdens on registrants.

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Posted by
The Novaworks Team
in EDGAR News, SEC at 13:04

Friday, March 22. 2019

LDC #128: Checkbox and Radio Button Controls Part 2

The radio button is a common tool used to select a single option among multiple choices within a dialog box. In part two of this series, we will be covering the radio button and taking the mystery out of the “group box” and the operation of automatic radio buttons. In addition, the combo box will also be examined as an alternative.

Continue reading "LDC #128: Checkbox and Radio Button Controls..." »
Posted by
Scott Theis
in Development at 13:43

Tuesday, March 19. 2019

SEC Staff to Hold Spring Fintech Forum on Distributed Ledger Technology and Digital Assets

The SEC will hold a public forum discussing distributed ledger technology (DLT) and digital assets on May 31st, 2019. The Commission’s Strategic Hub for Innovation and Financial Technology (FinHub) is organizing the forum, which was announced as part of the launch of FinHub last year. FinHub’s mission concerns maintaining active engagement with market participants about emerging financial technologies. As the second such meeting hosted by FinHub, the forum will focus on fostering greater communication and understanding around issues involving DLT and digital assets. It will feature panelists from industry and academia who will explore topics like initial coin offerings, digital asset platforms, DLT innovations, and the impact these technologies have on markets and investors.

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Posted by
The Novaworks Team
in Events, SEC at 14:34

Monday, March 18. 2019

What's New in UGT 2019

With the last EDGAR release, the Securities and Exchange Commission updated EDGAR to accept the US GAAP 2019 taxonomy among other new taxonomies. It’s always a good practice to transition your SEC filings as soon as possible when the SEC accepts the new taxonomy year.

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Posted by
The Novaworks Team
in EDGAR News, Filing Technology, SEC Filing Help, US GAAP Taxonomy at 18:06

Friday, March 15. 2019

LDC #127: Checkbox and Radio Button Controls Part 1

For user selection controls within dialog boxes, there are three conventional options: checkboxes, radio buttons and list/combo boxes. Each has its application since each has its strengths and weaknesses. Sometimes developers make poor choices concerning which of the three to use on their on dialogs or web pages. Bad implementations may still work, but they provide a less intuitive user experience, and these uses may not be in the spirit for which the controls were designed. Hopefully this article will help improve your knowledge and therefore ability to choose a selection control through providing information on how each type works.

Continue reading "LDC #127: Checkbox and Radio Button Controls..." »
Posted by
Scott Theis
in Development at 17:30
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