The 2024 SEC Cybersecurity Disclosure Rules: Six Things That Actually Changed in Practice
The SEC cybersecurity disclosure rules took effect in late 2023 and have now produced their first full disclosure cycle. Six features of…
Marcus spent fourteen years on the IR side — six as Director of Investor Relations at a mid-cap industrial, four running IR for a healthcare growth-stage public company, and the past four advising boards and management teams through proxy seasons, activist campaigns, and contested transactions. The writing here is for the working IR professional and the corp-fin analyst who has to actually do the disclosure, prepare the earnings script, draft the proxy, and field the buy-side questions. It is not stock-picking content. It is not retail-investor content. It is trade writing about what IR work actually involves at the level of detail that practitioners need.
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The SEC cybersecurity disclosure rules took effect in late 2023 and have now produced their first full disclosure cycle. Six features of…
A single Q&A response on a recent earnings call cost the issuer a 12% intraday move. The script was fine. The press…
When an activist letter arrives, the first question is whether it is a serious threat or a noise event. Five features distinguish…
Most proxy statements run over a hundred pages. Institutional voters — and the ISS and Glass Lewis analysts whose recommendations drive the…