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Intelligize

@Intelligize

@Intelligize is a leading provider of Web-based tools that help move you through the #SEC #compliance and review process faster and smarter.

 New York, NY
intelligize.com
Joined July 2010
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Shareholder engagement or coordinated voting? The distinction matters. A closed SEC climate probe raises new questions about Schedule 13D/13G reporting ahead of proxy season. Read more: tinyurl.com/3y9drca8 #Intelligize #CorporateGovernance #ProxyVoting
SEC’s Closed Climate Probe Has Lessons for Asset Managers - Intelligize

SEC’s Closed Climate Probe Has Lessons for Asset Managers - Intelligize

Impact investment fund Engine No. 1 owned just a tiny slice of ExxonMobil in 2021 but still won three seats on Exxon’s board by arguing it needed a credible plan for the energy transition. BlackRock,...

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Anyone can claim to be the G.O.A.T. This one shows its work. Move teams from SEC research to filing readiness, with the evidence to back it up. See how.
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What if investors could trade on a single number in your company's earnings report? Cboe's new binary options will let investors trade on individual company KPIs. 6 things to know: tinyurl.com/muv22jkz #Intelligize #PredictionMarkets #BinaryOptions #InsiderTrading #Cboe
Cboe's Binary KPI Options: What Public Companies Need to Know

Cboe's Binary KPI Options: What Public Companies Need to Know

Cboe's SEC-approved binary KPI options span 100+ metrics at 23 companies. Discover 6 key compliance and insider trading risks public companies need to address.

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🐐 The G.O.A.T. isn’t a ranking. It’s four things every filing needs: Grounded. Organized. Actionable. Trusted. Which matters most to your team? Meet the Intelligize+ AI™ Disclosure Management Suite 👉intelligize.com/dms #Intelligize
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Proxy voting is going hands-free. More votes for management. Less influence for activists? New SEC guidance lets companies offer retail investors automatic voting aligned with board recommendations. Read: tinyurl.com/34ra3npa #Intelligize #ProxyVoting
SEC Greenlights Retail Proxy Voting Automation - Intelligize

SEC Greenlights Retail Proxy Voting Automation - Intelligize

SEC staff approved retail proxy voting automation via no-action letters to Tesla and Goldman Sachs. See what companies need to know for the 2027 proxy season.

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🕷️ With greater access comes greater responsibility. The SEC wants to open private markets to more investors while putting private-asset valuations under greater scrutiny. What it means: tinyurl.com/bzwbeb6b #Intelligize #PrivateMarkets #AccreditedInvestors
SEC’s Two-Track Plan for Private Market Access | Intelligize

SEC’s Two-Track Plan for Private Market Access | Intelligize

The SEC advances two regulatory moves: a new accredited investor exam to expand private market access and updated fair value guidance for private credit assets.

intelligize.com
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AI guardrails are having a moment. But having them—and having effective ones—are two different things. So what do effective AI guardrails actually look like? Read more: tinyurl.com/4fm243ad #Intelligize #AIRisk #ResponsibleAI #AIGovernance
AI Guardrails in SEC Filings: What Boards Must Know | Intelligize

AI Guardrails in SEC Filings: What Boards Must Know | Intelligize

AI guardrails are appearing in SEC filings as autonomous AI risks grow. Learn more about what this means for boards, compliance teams and legal counsel.

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This fall, the SEC has been busy reconsidering longstanding rules. Shareholder proposals. Proxy rules. Pay-to-play. Transfer agents. Tokenized stocks. What changed in September: tinyurl.com/jx6b627r #Intelligize #SEC #SecuritiesRegulation #Rule14a8 #Tokenization #PayToPlay
5 SEC Deregulatory Moves in September 2026 | Intelligize

5 SEC Deregulatory Moves in September 2026 | Intelligize

The SEC's five September 2026 deregulatory actions include rescinding shareholder proposal rules and modernizing proxy processes. Learn more about the updates.

intelligize.com
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AI is going to the bond market. As hyperscalers borrow more to fund data centers & other infrastructure, AI risk is increasingly becoming financing risk, too. Read: tinyurl.com/5cndvxsy #Intelligize #AI #BondMarket #CorporateFinance #CapitalMarkets #FinancialDisclosure
AI Debt Financing: How Hyperscalers Fund the AI Buildout | Intelligize

AI Debt Financing: How Hyperscalers Fund the AI Buildout | Intelligize

Alphabet and Microsoft are issuing record corporate bonds to finance AI infrastructure. Explore the crowding-out risks and key SEC disclosure takeaways.

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Policies? Check. Training? Check. Effective controls? That’s the real question. The Clippers case offers 5 compliance lessons that extend far beyond professional sports. Full story: tinyurl.com/4tkxb5ue #Intelligize #CorporateCompliance #InternalControls #Governance #Risk
NBA Clippers $30M Fine: 5 Corporate Compliance Lessons | Intelligize

NBA Clippers $30M Fine: 5 Corporate Compliance Lessons | Intelligize

The NBA's $30M Clippers penalty exposed five compliance failures, from ineffective remediation to undisclosed perks that apply directly to corporate governance.

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Data center capital is booming. So is resistance to development. For companies riding the AI infrastructure wave, financing is only part of the risk equation. Full story: tinyurl.com/yc4u7479 #Intelligize #DataCenters #AI #RiskManagement #SECDisclosure
Data Centers: SEC Financing Relief vs. State Permitting Risk | Intelligize

Data Centers: SEC Financing Relief vs. State Permitting Risk | Intelligize

SEC exempted data center ABS from key securitization rules, while Pennsylvania and Texas impose new permitting barriers. Learn more.

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Quarterly or semiannual reporting? Broader shelf registration access? New filer categories? Explore what may be ahead at Intelligize and Mayer Brown’s free CLE webinar Sept. 2, 11:45 a.m.–1 p.m. ET. Register: tinyurl.com/29xf9fsd #Intelligize #SECRulemaking
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Take away the referee, and the disputes don’t disappear. With the SEC ending Rule 14a-8 no-action responses, companies face more responsibility, and potentially more litigation risk. Full story: tinyurl.com/58wr4sr #Intelligize #Rule14a8 #NoAction #SECUpdates
SEC Ends No-Action Letters Under Rule 14a-8 | Intelligize

SEC Ends No-Action Letters Under Rule 14a-8 | Intelligize

The SEC ended its Rule 14a-8 no-action process for shareholder proposals. Here's what companies need to know heading into the 2027 proxy season.

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The SEC’s new FRAU unit signals that financial reporting fraud & auditor misconduct remain enforcement priorities. Full story: tinyurl.com/yemusda8 #Intelligize #RegulatoryEnforcement #AccountingFraud #AuditRisk #InternalControls
SEC Launches Dedicated Accounting Fraud Unit (FRAU) | Intelligize

SEC Launches Dedicated Accounting Fraud Unit (FRAU) | Intelligize

The SEC created FRAU, a dedicated accounting fraud enforcement unit. Learn what it means for public companies, auditors, and financial reporting compliance.

intelligize.com
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The DOJ just pulled a 1987 antitrust assurance for ISS. With growing scrutiny of proxy advisors, what should public companies be watching? Our latest blog explores the implications for SEC disclosures: tinyurl.com/5c3p94rh #Intelligize #SECCompliance
DOJ Withdraws Antitrust Letter to ISS Proxy Advisor | Intelligize

DOJ Withdraws Antitrust Letter to ISS Proxy Advisor | Intelligize

The DOJ revoked its 1987 antitrust business review letter to ISS, citing conflicts with its corporate consulting arm. See what this means for disclosures.

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New tariffs. New lawsuits. New disclosure challenges. Our latest blog explores what the Section 301 tariff regime could mean for public companies. Full story: tinyurl.com/432cvskz #Intelligize #TradeLaw #TariffImpact #PublicCompanies #InvestorRelations #SECDisclosures
Can Section 301 Tariffs Survive Court Review? | Intelligize

Can Section 301 Tariffs Survive Court Review? | Intelligize

Section 301 tariffs now cover nearly all U.S. imports—and face court challenges on day one. See what this means for SEC filings and public company disclosure.

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Insider trading isn't just about stocks anymore. Prediction markets are creating new compliance risks for companies and employees alike. Full story: tinyurl.com/38c6pptd #Intelligize #PredictionMarkets #CorporateGovernance #InsiderTrading #RiskManagement #10b51
Prediction Markets Are the New Insider Trading Risk | Intelligize

Prediction Markets Are the New Insider Trading Risk | Intelligize

Prediction market wagers on inside information are now a CFTC enforcement priority. See how companies are updating insider trading compliance policies for 2026.

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The SEC took the training wheels off Rule 14a-8. No-action letters are out. Independent judgment is in. What the SEC's hands-off approach means for companies heading into the next proxy season. Read: tinyurl.com/47yw49j5 #Intelligize #ProxySeason #CorporateGovernance
SEC No-Action Withdrawal: 2026 Proxy Season Results | Intelligize

SEC No-Action Withdrawal: 2026 Proxy Season Results | Intelligize

The SEC's Rule 14a-8 no-action pullback reshaped the 2026 proxy season. See what changed—fewer exclusion filings, more litigation, and what it means for 2027.

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Where is the SEC headed next? The SEC's latest Regulatory Agenda offers a roadmap for what's ahead. From disclosure reform to crypto rules, here are five key takeaways: tinyurl.com/7byuy4s2 #Intelligize #SECRegulation #RegulatoryUpdates
SEC 2026 Regulatory Agenda: 5 Key Takeaways | Intelligize

SEC 2026 Regulatory Agenda: 5 Key Takeaways | Intelligize

The SEC's 2026 Regulatory Agenda signals fewer disclosure mandates, lighter reporting, and broader private market access. 5 key takeaways for compliance teams.

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