Broadridge Early Filers Feb 2024 Disclosure Survey; 2024 SEC Holidays and Dates Calendar
Bob,
Hope that 2024 is starting out well for you! Sending along two items: our Early Filers survey of late 2023 SEC disclosure in proxy statements and 10-Ks, and our 2024 SEC Holidays and Filing Dates calendar.
Please let me know if I can help you in any way. I'm proud to be your contact at Broadridge.
In addition to any SEC filing, we are able to help with proxy statement design, typesetting and filing as well as design within your clients' own filing software. Please let me know if you'd like to see some examples of our work.
Take care,
Samuel Chafetz; Drew Yonchak; Steven Eisen; Tonya Grindon; Chris Douse; David Hooper; Kepten Carmichael; Brent Coudron; David Gotlieb; John Boyd; Michael Campbell; Patrick Cornelius; Ryan D. Thomas; Tatjana Paterno; Lori Morgan; Kris Kemp; Jonathan Stanley; Eric Knox; Mitchell Walker; Howard Lamar; Tyler Huseman; J. Allen Overby; Michael Kuffner; Devin Lintzenich; David Venturella; Chris Johnson; J. Page Davidson; Kevin Douglas; Scott Bell; Scott Holley; Laura Brothers; Nicholas Bessette; Frank Pellegrino; Sehrish Siddiqui; Oscar Thomas; Richard Mattern; Tonya Bryan; David Marshburn; Kristin Dunavant; Whitney Robinson; Alison Shores; Jennifer Noonan; J. James Jenkins; Amy Roeder Norris; David Cox; Grant Hauss; Todd Rolapp; Gregg Eisenberg; Christopher Hopkins; Sandra Murphy; John Welge; Stephanie Hosler; Michael Schwartz; Tyler Mark; Alex Kim; Denise Erwin; Taavi Annus; Randall Wang; Vicki Westerhaus; Todd Kaye; Steven Baumer; Robert Endicott; William Cole; Kristofer Spreen; Arthur Hall; Douglas Neary; Dawn Pruitt; Tonya Hacker; Leanne Novero; Janelle Blankenship; Christine Long; Jarrett Baughman; Anne Fischesser; Griffin Foster; David Barrett; Jim Birge; Luc Attlan; Trevor Belden; Daniel Boeglin; Adam Weinstock; Ryan Woessner; Jeffrey Brown; Jason Deppen; Mallory Korpalski; Eli Isaacs; Natalie Kraft; Mary Walter; Nicholas Mathioudakis; Maureen Gershanik; Clint Smith; William Strench; James Giesel; Jeffrey Hallos; Brogan Sullivan; Vickie Sims; Reagan Kays; Bryce Navarro; Jim Ash; Wade Kerrigan; John Moore; Fang Shen; Nathan Tanner; Ed Wilson; Carrie English; Tammy Eddings; Steve Carman; Beth Hanus; Kirstin Salzman; David Eckhardt; Jim Goettsch; Curt Chase; Mary Sprouse; Nick West; Bradley (Brad) Brasser; Hannah E. Fregolle; Timothy FitzSimons; D. Michael Murray; Lisa Lathrop; Robert Joseph; Michael Earley; Benjamin L. Stulberg; Peter Izanec; Kimberly J. Pustulka; Erin de la Mare; Andrew Thomas; Jack Ubbing; George Hunter; Zachary Burkart; Michael Grathwol; Caitlin Hunter; Joe Juszak; Jared Hasson; Andrew Iammarino; Andrew Rutsky; Cassie Mintzer; Eleanor German; Michael Andreani; Brian Grady; Hannah Oster; Grant Bilinovich; Jennifer Lewis; Michael Solecki; Helen Douglas; Jeremy Liss; Bradley Reed; Alex Schwartz; Cot Eversole; Ashley Sinclair; Ana Sempertegui; Bradley Faris; Scott Hairston; Michael Pucker; Mark Gerstein; Roderick Branch; Cathy Birkeland; Christopher Lueking; Scott Westhoff; Jonathan Sarna; Jonathan Solomon; Chris Drewry; KC Sands; Michael Hermsen; Andrew J. Noreuil; Frederick B. Thomas; Laura Richman; Ameer Ahmad; Marc Harrison; Bill Kucera; Edward Best; Jodi Simala; Stuart Litwin; Bruce Perce; Terry Schiff; James Patti; David Schuette; Michael Serafini; Frederick Fisher; John Donovan; Wendy Gallegos; Ryan Ferris; Mark Dunham; Laura McKenzie; Christine McDevitt; Kevin Sweeney; Tyler Weigel; Ruben Chuquimia; Tim Van Hal; Kolin Holladay; Albert Bart; Austin Irving; Gregory Yadley; Scott Aubry; Thomas Blank; David Mack; Martin Werner; Eric Britton; John Burgess; Garra Brown-Bartley; Jim Culbreth; Brendan Mochoruk; Tamara Sonenshein; Mitchell Kleinnman; Kenny Terrero; Gary Gerstman; Beth Berg; Brian Fahrney; Andrea Reed; Pran Jha; Lindsey Smith; Christopher Hale; Chris Abbinante; Jeff Wysong; Robert Lewis; Brent Steele; John Grothaus; Beau Blakely; Joseph Michaels; Jason Nichol; Richard Astle; Christine Duque; Imad Qasim; Tiffany Chan; Paul Choi; Jeffrey N. Smith; Dirk W. Andringa; John P. Kelsh; Jonathan A. Blackburn; Matthew Stoker; Michael Heinz; Kevin Blatchford; Shilpi Gupta; Richard Witzel; Rodd Schreiber; Joseph Miron; Charles Mulaney; Graeme Waller; Steven Forbes; Brian Duwe; Rachel Cohn; David Clark; Kimberly DeBeers; Benjamin Foster; Craig Alcorn; Kevin Keating; John Edwards; Justin Levin; David Zagore; Amy Gilbert; Michele Connell; Laura Nemeth; Julia Tosi; Cipriano Beredo III; Leah Brownlee; Seth Osnowitz; Katlyn Patton; Michael Trivisonno; Jonathon Whittlesey; Daniel Berick; Jenna Coogle; Christina Mecklenborg; Haitao Zhang; Christina Heithaus; James Barresi; Evan Toebbe; Samantha Caspar; Molly McNally; Elizabeth (Betsy) Farrar; Russel Rosler; Bret Treier; Adam Miller; Adam Brandt; Michael Martz; Kim Schaefer; Jay Nixon; Roddy Bailey; Chase Cole; Ignacio De La Huerta; David Head; George Bishop; Colin Luke; Matt Burnstein; David Clay; Brent Hill; Don Moody; Donald Stuart; Beth Vessel; David Marks; Marlee Mitchell; Richard Hills; John Albers; Emily Albertson; Lindsay Shake; Jason Osborn; Steven Gavin; Cabell Morris; Nyron Persaud; Jessica Diedrich; Karen Ballard; Caryn Price; William Rowe; Christopher Bartoli; Ralph Perez; Sarah Williams; Michael Carson; Shenna Johnson; Khadija Lalani; Scott Persinger; Jessica Schmiege; Joann Murphy; Thomas Lyons; Timothy Emerick; Jennifer D'Alessandro; Maureen Chu; Rebecca Kent; Meagan Jones; Jackie Prester; Kristin Wells; Pasquale "Pat" Gentile; Matthew Mohn; Michael Wible; Jurgita Ashley; Frank Chaiken; Thomas Aldrich; Derek Bork; David Willibrand; D. Richard McDonald; Joseph DeHondt; John M. Gherlein; John J. Harrington; Suzanne Hanselman; Janet Spreen; Claudia Cash; Chris Luken; Ronald Stepanovic; Samuel Toth; Robert Rupp; Joseph Boeckman; Amy Shepherd; Andrew Perlman; Ani Avagyan; Josh Nosal; Gregory Grossman; Neal Aizenstein; Gregory Hayes; Vincent Sanchez; Hugette Randolph; Bill Mahood; Donald Figliulo; James Asmussen; Jane Arnold; Mary Bannister; Larry Harris; Stephen Sutherland; Larry Barden; Lauren Gallagher; Michael Gordon; Patrick Hogan; Matthew Johnson; Teresa Harmon; Taylor Ashley; Ryan Hoffman; Price Wilson; Andrea Orr; Susan Sidwell; Brian Sims; John Fuller; Mark Manner; Greg Stevens; Kurt Vincent; Brad Hart; Andrew Hard; Sara Vance; Al Bright; Julie Walker; B. Riney Green; Sean Flahive; David Rubinstein; Bradley Arnett; Keith Bice; Miranda Kelley; Ted Lenz; MaryEllen Pickrell; Brent Moreland; Stephen Quinn; Nick Rew; Joshua Halpern; Dominic DiPuccio; Mark Fazio; Arthur McMahon; Howard Bobrow; Irv Berliner; Jeremy Stonehill; Bryar Brandvold; Stephen Hackman; Timothy Capen; Michael Millikan; John Thornburgh; Josef Keglewitsch; Robert Ouellette; John Ablan; Esther Chang; Mark Miller; Gary Brown; Wes Scott; Jason Epstein; Kevin Tran; Allen Roberts; Nathan Kibler; Lauren Anderson; Michele Kloeppel; Fred Strasheim; David Kaufman; Tom Minogue; Tom Litz; Thomas Heywood; Jeffrey Ziesman; C. Brendan Johnson; Katherine Ashton; Kelly Sullivan; Michael Marhofer; Samantha Barbara; Megan Mehalko; Michael Mozes; Brian Baxter; Rachel Goddard; Richard Ginsberg; Laurie Bauer; Erin Kirchner; Gregory Grossman; Courtney Tygesson; Zachariah Robert; Christina Roupas; Elizabeth Moore; Gregory Pease; Talley Wood; John Goebel; Matthew Bergmann; Kyle Gann; Don Hughes; Patrick Dugan; Michael Fisher; James Hafner; Jessica Richards; Robert Ward; Stephanie Zwerner; Aaron Seamon; Allison Westfall; Steve Wood; D. Lee Flaherty; Leigh Walton; James Havel; Sam Paullin; Lindsay Shake; Alaina DeBona; Maya Rahwanji; Jeremy Hill; Tonya Vachirasomboon; Mark Reuter; Laura Billiter; Iman Naim; Nathan Davis; Adam Arnett; Thomas Horenkamp; Matthew Bailey; Eleanor German; Steve Flores; Oriana Pietrangelo; Jeffrey Shuman; Dominique Fry; Michael Holley; Michael Ben; Jeffrey Kuras; Jessica Herron; Mike Dailey; Christian Gonzalez; Chuck Hertlein; Alexa Berlin; Ryan Hudson; Katy Martinez; John Keny; Katie Holahan; Whitney Burnley; David Zimmerman; Anthony Ramicone; Edward Steiner; Molly Stewart; Susan Brown; Brian Feezel; Alex Plakas; Neil Connolly; Andrew Rutsky; Andrew Miles; Roger Wells; Guy Lawson; Jeremy Carson; Megan Sigmon; Scott Herpich; Gary Walker; Cody Kofoid; Mark A. Scudder; Heidi Hornung-Scherr; Heather Schroer; Feifei Bian; Jessica Li; Ray bogenrief; Frank Esposito; Colleen Geib; Isabel Manfredonia; James Fitzgibbon; Michael Helmer; Julie Williams; Jessica Jacobson; Charles Temple; Derek Grutsch; Scott Gootee; Jim Swenson; Bob Monroe; Nate Von Emon; Greg Johnson; Karen Garrett; Ruth Leonard; Kathy Lester; Jennifer Kim; James Zimmerman; Julia Miller; Patrick Doyle; Justin Reinus; Julie Hensley; Lisa Sowards; Stephen Hinton; Cindy Young; Jonathan Pavony; Gabrielle Galante; Nick Gibson; Patton Webb; Isabelle Dinerman; Grant Sharp; Eric Quinn; Christina Thomas; Michael Lee; Alexander Al-Doory; Fred Summer; Lori Metrock; Matthew Strumph; Kyle Healy; Dave Brown; Laura Sirianni; Joelle Livorse; Todd Reed; Phil Schwartz; Santiago Assalini; Jonathan Awner; Martin Burkett; Eddie Espinosa; Gabby Gaudet; Teddy Klinghoffer; Esther Moreno; Stephen Roddenberry; Carl Roston; Christina Russo; Scott Wasserman; Kenneth Wiggins; Janine Brown; David E. Brown; Jonathan DiChiara; Aaron Dixon; Duncan Douglass; Martin Dozier; Lizzie Dunn; Alyssa Dunn; Sarah Ernst; Chris Frieden; Dennis Garris; John Gerl; Jason Goode; Alexandra Hecht; Russell Hilton; John Hobgood; Will Hooper; Justin Howard; Mark Kanaly; Scott Kitchens; Allison Levasseur; Blake MacKay; Sarah Mackenzie; Lindsey Magaro; Matthew Mamak; Bhanu Mathur; Eric Mattingly; Sarah McElroy; Teri McMahon; Julie Mediamolle; Randy Moore; Nick Mugge; Daniel Nisenson; Paul Nozick; Scott Ortwein; David Park; Alex Park; Amy Pleasance; Mark Ray; John Schippert; John Shannon; Clifford Standford; Michael Stevens; Rosemarie Thurston; Kerry Wenzel; Charles Yates, III; Mark Kelly; MacRae Robinson; Robin J. Boucard; Willa Cohen Bruckner; Leigh H. Cortez; Shanell Cramer; Robyn L. Downing; Laura Giambalvo; Gerald Hart; Michael Kessler; Mark McElreath; Allison A. Muth; Noël J. Para; Rajat Rana; Stuart C Rogers; James H. Sullivan, Jr.; Zachary D. Young; Rebecca Valentino; Carey Leary; Laura Anthony; John Cacomanolis; Chad Friend; Craig Linder; Peter Lindley; Svetlana Rovenskaya; David Brown; Will Chuchawat; Clayton Coley; Emily Crosby; Vimala Devassy; Lynn Garson; Kyle Gregory; Brian Harris; Laura Haskins; David Ivey; Charlene McGinty; Erica Svoboda; Jeffrey Decker; Alissa Lugo; Gabby Haddad; Stephen Opler; Jay H. Knight; Taylor Wirth; Scott Budlong; Annie Batcheller; David Kitchin; Aslam Rawoof; Amabda Wyatt; Mary Nobles Hancock; Michael Miaoulis; Rachel Parker Flynn; Charlie Roberts; Andy Robison; Michael Thomason; Laura Washburn; Jordan Smart; Adrian Szycowski; Ben Glicklich; John Titus; Terry Childers; Rick Miller; Eliot Robinson; Louis Spelios; Lindsay Cross; Barry Hester; Michael Kent; Jim McAlpin; Jonathan Pruitt; Amy Wilson; Adam Bloom; Katherine Denby; Heather Sanborn; Robert Tritt; Gerry Williams; Joseph Alexander; Gabriel de Corral; Michael Slovak; Robert Bergdolt; Carrie Hartley; Jacki Park; Christopher Stambaugh; Ted Blum; Terrence Davis; Cindy Davis; David Yates; Richard Cutshall; Genevieve Dominguez; Arthur Don; Justin Kleckner; Brandon Pelly; Doug Aguililla; Tricia Branker; Brian Gavsie; Laurie Green; Matthew B. Hoffman; Flora Perez; Justin Tait; Drew Altman; Alan Annex; Brandon Pelly; Win Rutherfurd; Daniella Silberstein; Kara MacCullough; Lori Rosenberg; Craig Thompson; Grant Levine; Allison Lehn; Tammy Knight; Amanda Barbour; Ivan Colao; Edward Sarnowski; Stacy Thomas; Kyle Hershey; Bradley Houser; Kaye Inman; Danielle Price; Blaine Remmick; Lara Rios; Ira Rosner; Caitlin Simkins; Brian Hanafin; Meredith Jones; Tom McAleavey; Eric Almon; Robert Grammig; Gabriella Guariniello; Mike Mills; Kristin Padgett; Kendall Wilson; Shane Segarra; John Ogilby; Steven Barrett; Rebecca Taylor; Robert Green; Bert Seefeldt; Bryan Tehrani; Craig Adoor; Ashley Edwards; Yvonne Martinez; James Mathis; Karla Morris-Holmes; Mary Anne O'Connell; Matt Schneider; John Allan; Patrick Baldwin; Ken Boehner; Bryan Davis; Sawyer Duncan; Matt Gobel; Mark Hanson; Joanna Heiberg Sutton; Joel May; Katherine McClintock; Justin McKithen; Swathi Padmanabhan; William Rowland; Krunal Shah; Thomas "Spike" Short; Carol Starnes; Lizanne Thomas; Darcy White; Bill Zawrotny; Edward Winslow; Niko Eren; Lorne Cantor; Justin Walters; Mike Waters; Erin Fogarty; Gaby Jimenez; Clayton Parker; Edgar Callaway; Rich Cicchillo; Mick Cochran; Kelsey Donnalley; David Eaton; Thomas Kesler; Nathalie Machado; Sara Miller; Van Owens; Sabrina Rodrigues; Bobby Seifter, III; Jeffrey Skinner; Stanley Blackburn; Joel Cartee; James Steinberg; Justin Heineman; Sara Beth Barnes; Dan Bell; Brian Brown; Angela Cottrell; John Erwin; Tom Steed; Alexandra ("Ali") Fenno; Michael Grace, Jr.; William Joyner, III; Kate McCurry; Regan Adamson; Louis Barbieri; Ben Barkley; Kathleen Barton; Sandy Smith; David Stockton; Hannah Akselrad; John Anderson; Erik Belenky; Robert Benson, Jr.; Connor Ciepluch; Zachary L. Cochran; Zachary J. Davis; Johnny Ellis; Baylie Evns; Molly Haren; Jay Harris; Martin Hunt; John M. Hyman; Spencer Johnson; William Jordan; Josh Kamin; Justin King; Rob Leclerc; Rahul Patel; Zack Peffer; Russ Richards; Bill Roche; Sangita Sahasranaman; Cal Smith; Michelle Stewart; Spencer Stockdale; Keith Townsend; Michael Tyner; Carolyn Zander Alford; Billy Padula; Mark Thigpen; Dan Kahan; Adrian Karas; Savannah Padgett; Edmund Carroll; Michelle Crump; Dana Waterman; Daniel Breslin; Chelsea Carlson; Greer Gaddie; Micah Kamoe; Jacob Saslow; Ben Winnett; John Igoe; Olivia Altmayer; Sam Gardiner; Kwaku Osebreh; Susan Rabinowitz; Robert Laird; Bob Dow; John Dulin; Clark Goodwin; Tim Gregg; Caroline Henry; Maggie Johnson Cornelius; Tae-Seung Lee; Michael Marcoux; Jennifer McCain; Jeff Rogers; Beth Garner; Justin Jackson; David Calhoun; Megan Canning; Alex Hegner; Howard Hirsch; Aresh Homayoun; Henry Long; Chris Maxwell; Shannon McNulty; Andrew Nielsen; Lauren Prevost; Amie Singer; Mark Stern; Melanie Walker; Seth Weiner; Louise Wells; Charles Vaughn; Brian Galison; Michael Hollingsworth; Joel Hughey; Robert Klingler; Adam Marshall; Jeff Perry; Michael Rafter; Michael Rubinger; Brennan Ryan; Larry Shackelford; Seth Webster; Matthew Kusel; Pat Bryant; Seth Huffstetler; Stephen Lynch; Stephen Lynch; Julio Esquivel; Ashley Norus; Athena Aherrera; Jessica Day; Jordan Lemoine; Emily Olivera; Juan Delgado; Axel Miranda; Lori Gelchion; Bob Hussle; David Thunhorst; Alex Smith; Jeffrey Banish; Natasha Braye; David Carter; Brink Dickerson; Peter Dragna; Heather Ducat; Paul Fancher; Andrea Farley; David Ghegan; Sarah Hanna; Eric Koontz; Heath Linsky; Cody Mathis; Mary Katherine Rawls; Brad Resweber; Thomas Rose; James Stevens; Brendan Thomas; Andrew Weiss; Travis Williamson; Shelli Willis; Jennifer Zanieski; David Sakowitz; Kevin Smith; Emily Versweyveld; Reid Avett; Matthew Homan; Sid Shenoy; Patrick Strubbe; Morgan Arndt; Lorna Knick; Don Reynolds; Halle Vakani; Tom Allen; David Burkhardt; David Creekman; Alexander Donaldson; Todd Evenson; Andrew Gibbons; Jonathan Greene; Blake Leger; Stuart Rigot; Eric Kocsis; Ashley Messina; Kaylee Rose; Mary Kubiuk; Marc Adesso; Mary Carroll; John Dasburg; Michael Francis; Tara Jackson; William Kim; Hill Jeffries; Elise Paeffgen; Adedamola Sokoya; Mona Xia; Paula Argento; Pearl Hahn; Carey Leary; Stuart Reed; Lazarus Rothstein; Patricia Weber; Kaitlyn Appleby; Ryan Boyd; Baylie Fry; Kristi North; Elizabeth O'Connell; Toni Paschall; Kristen Woodrum; Mark Zisholtz; Jackson Cates; Matthew Maruca; Tyler Saenz; Brittany McCants; Jennifer Commander; Dottie Daigle Pak; Andrew Nix; Megan Canning; Rocio Chavez; Charles Cao; Elaine Hernandez; Brooke Kerendian; Alex Plakas; Josh Samek; Amanda Lowe; Todd Miller; Rail Seoane; Mary Hannah; Ericka Simpson Conner; Marie Angulo; William Atherton; Evan Kanter; Jessie Kimball; Heith Rodman; Nicholas Rodriguez; Gracie Smith; Luis Velez; John Zamer; John Ogilby; Tamara Baggett; Isabelle Dinerman; Michael Fulks, II; Lauren Jackson; Vicki Liu; Hannah Loo; MacRae Robinson; Andrew Sachs; Kitt Shipe; Giovanna Soto; Bert Eidson; Richard Fields; Alana (ALAYna) Griffin; Robert Thomas Grue; Mark Hanley; Lawson Haynes; Nathan Mihalik; Ben (Trey) O'Callaghan III; Brian M. Park; Alan Prince; Lucille Ratchford; Carrie Ratliff; Garrett Rider; Samantha Ritter; Audrey Rogers; Naomi Duru; Lucy Chauvin; Ryan Lawrence; Tae-Seung Lee; James Pickle; Laura Sanders; Renee Manning; Andrew Nielsen; Erin Reeves McGinnis; John Willis; Bradley Brodie; Joyce Park; Joshua Samek; Bill Walsh; Emily Peterson; Mari Bishop; Sean Ehni; Gabrielle Gaudet; Donna Stacey; Howard Herndon;
BR Early Filers 2023.pdf
2024 SEC Holidays and Filing Dates - Calendar.pdf