--- title: "The Podium: An Investor Relations & Corporate Communications Blog | SEC (2)" description: SEC | (2) --- - [Our Blog: The Podium](http://www.investorrelations.com/investor-relations-blog/) - [Sign up for IR News](https://info.investorrelations.com/sign-up-for-our-weekly-newsletter-investor-relations-around-the-web) - [Careers](http://www.investorrelations.com/careers/) - - CLOSE ### Weekly IR News Round Up - [Our Blog: The Podium](http://www.investorrelations.com/investor-relations-blog/) - [Sign Up for the Newsletter](http://www.investorrelations.com/about/#) - [Careers](http://www.investorrelations.com/careers/) - - - [Practice Areas](http://www.investorrelations.com/practice-areas/) - [Investor Relations](http://www.investorrelations.com/practice-areas/investor-relations/) - [ESG Engagement](https://www.investorrelations.com/practice-areas/esg-engagement/) - [Corporate Communications](http://www.investorrelations.com/practice-areas/corporate-communications/) - [Crisis Communications](http://www.investorrelations.com/practice-areas/crisis-communication/) - [Transaction Communications](http://www.investorrelations.com/practice-areas/transaction-communications/) - [Reputation Management](http://www.investorrelations.com/practice-areas/reputation-management/) - [Presentation and Media Training](http://www.investorrelations.com/practice-areas/presentation-and-media-training/) - [Private Company IR](https://www.investorrelations.com/practice-areas/private-company-ir/) - [Case Studies](http://www.investorrelations.com/case-studies/) - [IPO Program](http://www.investorrelations.com/case-studies/ipo-program/) - [Investor Outreach](http://www.investorrelations.com/case-studies/investor-outreach/) - [Crisis Communications](http://www.investorrelations.com/case-studies/crisis-communications/) - [Meetings and Introductions](http://www.investorrelations.com/case-studies/meetings-and-introductions/) - [Communicating Shortfalls](http://www.investorrelations.com/case-studies/communicating-shortfalls/) - [Corporate Visibility](http://www.investorrelations.com/case-studies/corporate-visibility/) - 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[Press Releases](http://www.investorrelations.com/about/press-releases/) - [In the News](http://www.investorrelations.com/about/in-the-news/) - [Philanthropy](http://www.investorrelations.com/about/philanthropy/) - [Contact](http://www.investorrelations.com/contact/) [![Sharon Merrill](https://blog.investorrelations.com/hs-fs/hubfs/sharonmerrill_imager/Sharon-Merrill-Header-Logo.png?width=639&height=109&name=Sharon-Merrill-Header-Logo.png)](http://www.investorrelations.com/) - [Practice Areas](http://www.investorrelations.com/practice-areas/) - [Investor Relations](http://www.investorrelations.com/practice-areas/investor-relations/) - [ESG Engagement](https://www.investorrelations.com/practice-areas/esg-engagement/) - [Corporate Communications](http://www.investorrelations.com/practice-areas/corporate-communications/) - [Crisis Communications](http://www.investorrelations.com/practice-areas/crisis-communication/) - [Transaction Communications](http://www.investorrelations.com/practice-areas/transaction-communications/) - [Reputation Management](http://www.investorrelations.com/practice-areas/reputation-management/) - [Presentation and Media Training](http://www.investorrelations.com/practice-areas/presentation-and-media-training/) - [Private Company IR](https://www.investorrelations.com/practice-areas/private-company-ir/) - [Case Studies](http://www.investorrelations.com/case-studies/) - [IPO Program](http://www.investorrelations.com/case-studies/ipo-program/) - [Investor Outreach](http://www.investorrelations.com/case-studies/investor-outreach/) - [Crisis Communications](http://www.investorrelations.com/case-studies/crisis-communications/) - [Meetings and Introductions](http://www.investorrelations.com/case-studies/meetings-and-introductions/) - [Communicating Shortfalls](http://www.investorrelations.com/case-studies/communicating-shortfalls/) - [Corporate Visibility](http://www.investorrelations.com/case-studies/corporate-visibility/) - [Perception Audit](http://www.investorrelations.com/case-studies/perception-audit/) - [Presentation Training](http://www.investorrelations.com/case-studies/presentation-training/) - [Investor Day](http://www.investorrelations.com/case-studies/investor-day/) - [CEO Transition Communications](http://www.investorrelations.com/case-studies/ceo-transition-communications/) - [Rebuilding Credibility](http://www.investorrelations.com/case-studies/rebuilding-credibility/) - [Mergers & Acquisitions](http://www.investorrelations.com/case-studies/mergers-acquisitions/) - [Shareholder Activism](http://www.investorrelations.com/case-studies/shareholder-activism/) - [Proxy Fights](http://www.investorrelations.com/case-studies/proxy-fights/) - [Acquisition Support](http://www.investorrelations.com/case-studies/acquisition-support/) - [Management Credibility](http://www.investorrelations.com/case-studies/management-credibility/) - [Media Relations](http://www.investorrelations.com/case-studies/media-relations/) - [Surviving Bankruptcy](http://www.investorrelations.com/case-studies/surviving-bankruptcy/) - [Asbestos Liability](http://www.investorrelations.com/case-studies/asbestos-liability/) - [Private Company IR](https://www.investorrelations.com/case-studies/private-company-ir/) - [Industry Expertise](http://www.investorrelations.com/industry-expertise/) - [Life Sciences](http://www.investorrelations.com/industry-expertise/life-sciences/) - [Technology](http://www.investorrelations.com/industry-expertise/technology/) - [Industrial](http://www.investorrelations.com/industry-expertise/industrial/) - [Consumer/Retail](http://www.investorrelations.com/industry-expertise/consumer-retail/) - [Additional Experience](http://www.investorrelations.com/industry-expertise/additional-experience/) - [About](http://www.investorrelations.com/about/) - [Meet Our Team](http://www.investorrelations.com/about/meet-our-team/) - [Awards and Accolades](http://www.investorrelations.com/about/awards-and-accolades/) - [Press Releases](http://www.investorrelations.com/about/press-releases/) - [In the News](http://www.investorrelations.com/about/in-the-news/) - [Philanthropy](http://www.investorrelations.com/about/philanthropy/) - [Contact](http://www.investorrelations.com/contact/) ![homepage-rotator-1.jpg](https://blog.investorrelations.com/hs-fs/hubfs/blog_image_for_hubspot.jpg?width=1189&name=blog_image_for_hubspot.jpg "homepage-rotator-1.jpg") # Our Blog: The Podium ## [Form 13Fs – Things that Could Have Been Brought to My Attention Yesterday!](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/) [August 25, 2011](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/#comments-listing) *By Dennis Walsh, Senior Consultant & Director of Social Media* It’s that time of the year again. Four times a year, institutional investors that hold more than $100 million in assets under management are required to file a Form 13F with the SEC that lists the securities held in their portfolio and the number of shares owned…45 days prior. Every quarter when I’m going through these filings for my clients, I have a similar reaction as Adam Sandler in “The Wedding Singer”: [Things that could have been brought to my attention YESTERDAY](http://www.youtube.com/watch?v=yMQhXc1dHIQ) The 13F filings provide a snapshot into the makeup of a company’s shareholder base at the end of each quarter. While they offer some insight into how a company’s ownership has been trending, they fail to provide who the shareholders are in real time. It is extremely frustrating when the markets are under pressure and volatility is high – as it has been in recent weeks – to not know who owns your company’s stock. During the recent rollercoaster swings in the market at the beginning of August, the publicly available shareholder data was current only as of March 31 (ownership data as of June 30 wasn’t due to the SEC until August 15)! With all the buying and selling that has taken place, a company’s shareholder base could potentially be wildly different since the end of the previous quarter. [Read More](https://blog.investorrelations.com/blog/form-13fs-things-that-could-have-been-brought-to-my-attention-yesterday/) [IR Program Planning](https://blog.investorrelations.com/blog/topic/ir-program-planning), [Shareholder Surveillance](https://blog.investorrelations.com/blog/topic/shareholder-surveillance), [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Investor Meetings](https://blog.investorrelations.com/blog/topic/investor-meetings), [SEC](https://blog.investorrelations.com/blog/topic/sec), [Buy-Side](https://blog.investorrelations.com/blog/topic/buy-side), [NIRI](https://blog.investorrelations.com/blog/topic/niri), [Shareholder Communications](https://blog.investorrelations.com/blog/topic/shareholder-communications), [Roadshow Planning](https://blog.investorrelations.com/blog/topic/roadshow-planning), [Small-cap IR](https://blog.investorrelations.com/blog/topic/small-cap-ir), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations) ## [To Split or Not to Split – That is the Question Boards Should Be Asking](https://blog.investorrelations.com/blog/to-split-or-not-to-split-that-is-the-question-boards-should-be-asking/) [January 27, 2010](https://blog.investorrelations.com/blog/to-split-or-not-to-split-that-is-the-question-boards-should-be-asking/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Comment](https://blog.investorrelations.com/blog/to-split-or-not-to-split-that-is-the-question-boards-should-be-asking/#comments-listing) With proxy season on the horizon, a new SEC rule will be requiring companies to justify the structure of the board’s leadership. That could have some companies thinking about whether the roles of chairman and CEO should be separated – an issue that’s been hotly contested for years. Proponents of taking an axe to the two positions contend that combining them puts too much power in the hands of one person and creates an inherent conflict of interest. Their preference is to seat an outside director as chairman to ensure the board stays truly independent from management. The CEO can then focus on running the business while the chairman is tasked with protecting the interests of shareholders, including evaluating management’s performance. [Read More](https://blog.investorrelations.com/blog/to-split-or-not-to-split-that-is-the-question-boards-should-be-asking/) [Shareholder Meeting](https://blog.investorrelations.com/blog/topic/shareholder-meeting), [Annual Meeting](https://blog.investorrelations.com/blog/topic/annual-meeting), [SEC](https://blog.investorrelations.com/blog/topic/sec), [Proxy Season](https://blog.investorrelations.com/blog/topic/proxy-season), [Board of Directors](https://blog.investorrelations.com/blog/topic/board-of-directors), [Crisis Communications](https://blog.investorrelations.com/blog/topic/crisis-communications), [Board Structure](https://blog.investorrelations.com/blog/topic/board-structure), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Activist Investors](https://blog.investorrelations.com/blog/topic/activist-investors) ## [Proxy Access: Time to Get Ready for Profound Changes](https://blog.investorrelations.com/blog/proxy-access-time-to-get-ready-for-profound-changes/) [November 18, 2009](https://blog.investorrelations.com/blog/proxy-access-time-to-get-ready-for-profound-changes/) [David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian) [Comment](https://blog.investorrelations.com/blog/proxy-access-time-to-get-ready-for-profound-changes/#comments-listing) Recently, [Sharon Merrill Associates](http://www.investorrelations.com/) President [Maureen Wolff](http://www.investorrelations.com/about/meet-our-team/maureen-t-wolff/) and I spoke on “Navigating the New Proxy Access Rules” at the NYSE Euronext’s “Building Blocks for Successful Investor Relations” conference. The event attracted great attendance from CEOs, CFOs and investor relations officers – despite some obstacles getting downtown with the Yankees World Series victory parade taking place at the same time about a block away. Some things you just can’t plan for. As a life-long Red Sox devotee, it was rather painful to hear the million-plus Yankees fans lined up on Broadway cheering for A-Rod and company. Wait ‘till next year I guess. When investor relations practitioners get together these days, we tend to discuss the same general questions, gripes and concerns: When will we see an upturn in the economy? Why can’t we have a better understanding of who owns our stock? Will the Yankees buy another championship next year? What effect are dark pools having? But one topic that should be getting significantly more attention in the IR world is the inevitable change in shareholder proxy access. If two proxy-related proposals from the SEC are implemented, the changes in proxy access will have a profound effect on the boardroom and board/shareholder communication. It’s time to get ready. [Read More](https://blog.investorrelations.com/blog/proxy-access-time-to-get-ready-for-profound-changes/) [Board Communications](https://blog.investorrelations.com/blog/topic/board-communications), [Shareholder Activism](https://blog.investorrelations.com/blog/topic/shareholder-activism), [SEC](https://blog.investorrelations.com/blog/topic/sec), [Proxy Access](https://blog.investorrelations.com/blog/topic/proxy-access), [Crisis Communications](https://blog.investorrelations.com/blog/topic/crisis-communications), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations) [Previous](https://blog.investorrelations.com/blog/topic/sec/page/1) ### Subscribe to The Podium! ### Connect with your Investors Establish a sincere connection with investors to communicate key messages during your Investor Day. 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[![Download Activist Defense White Paper](https://no-cache.hubspot.com/cta/default/560825/e9ccfdbe-ec4e-494a-9db4-8864757c73f8.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/e9ccfdbe-ec4e-494a-9db4-8864757c73f8) ### Captivate your Audience Speaking persuasively is critical in today’s competitive business environment. Effective speakers use voice techniques and body language that project authority and credibility. Download our free e-book, “A Guide to Delivering Captivating Presentations,” for insight into good -and bad- presentation habits, and learn how to improve your skills. [![Become a Persuasive Speaker](https://no-cache.hubspot.com/cta/default/560825/650f7f0e-81ea-4c33-8bcf-8371568b99c0.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/650f7f0e-81ea-4c33-8bcf-8371568b99c0)  ### Perceptions Matter How do you ensure that investors clearly understand your strategy, growth drivers and market position? The most effective way is through a perception study. By periodically taking the investment community’s pulse you can avoid the knowledge gaps and misperceptions that hurt valuation. Download our free whitepaper, *Why Perceptions Matter*, to learn more. [![Download your free copy of 'Why Perceptions Matter'](https://no-cache.hubspot.com/cta/default/560825/e9c1adbc-f826-4c1b-92f5-1f896547e748.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/e9c1adbc-f826-4c1b-92f5-1f896547e748)  ### Common Topics: - [Investor Relations (148)](https://blog.investorrelations.com/blog/topic/investor-relations) - [Shareholder Communications (44)](https://blog.investorrelations.com/blog/topic/shareholder-communications) - [Crisis Communications (42)](https://blog.investorrelations.com/blog/topic/crisis-communications) - [Sharon Merrill Associates (42)](https://blog.investorrelations.com/blog/topic/sharon-merrill-associates) - [Strategic Messaging (36)](https://blog.investorrelations.com/blog/topic/strategic-messaging) - [Investor Relations Agency (34)](https://blog.investorrelations.com/blog/topic/investor-relations-agency) - [Investor Relations Firm (32)](https://blog.investorrelations.com/blog/topic/investor-relations-firm) - [IR Trends (31)](https://blog.investorrelations.com/blog/topic/ir-trends) - 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