Filing of Schedules 13D and 13G

CurrencyCurrent through May 31, 2023
Citation 17 C.F.R. §240.13d-1

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4 cases
  • Sec. & Exch. Comm'n v. Miller
    • United States
    • U.S. District Court — District of Maryland
    • September 30, 2024
    ...U.S.C. §§ 78j(b), 78m(d), 78p(a), and Rules 10b-5, 13d-1, 13d-2, 13a-14, 16a-2, and 16a-3 thereunder, 17 C.F.R. §§ 240.10b-5, 240.13a-14, 240.13d-1, 240.13d-2, 240.16a-3, and Sections 5(a), 5(c), and 17(a) of the Securities Act of 1933, 15 U.S.C. §§ 77e(a) and (c), 77q(a). [4] Although Mill......
  • Sec. & Exch. Comm'n v. Miller
    • United States
    • U.S. District Court — District of Maryland
    • October 21, 2024
    ...registered securities to disclose information about their holdings publicly by filing a Schedule 13D in EDGAR. 15 U.S.C. § 78m(d)(1); 17 C.F.R. § 240.13d-1. A is a “beneficial owner” of a security if that person directly or indirectly has, or shares, voting power or investment power for the......
  • Silver Star Props. REIT v. Hartman vREIT XXI, Inc.
    • United States
    • U.S. District Court — District of Maryland
    • January 26, 2024
    ...13D within ten days of becoming, “directly or indirectly[,] the beneficial owner of more than five percent” of an equity security. 17 C.F.R. § 240.13d-1. alleges that, at the time of the filing of the complaint, Mr. Hartman was the beneficial owner of 7.43% of Plaintiff's stock and had not ......
  • Nano Dimension Ltd. v. Murchinson Ltd.
    • United States
    • U.S. Court of Appeals — Second Circuit
    • May 20, 2024
    ...and unjust enrichment but has abandoned those claims on appeal. 2. A Schedule 13D is the filing required under Section 13(d). See 17 C.F.R. § 240.13d-1. 3. Murchinson and Anson disclosed that they had separately acquired 5.1% of Nano's ADSs in Schedule 13Ds filed on January 23, 2023 and Mar......
4 firm's commentaries
  • Annual Review of Federal Securities Regulation - The Business Lawyer, Vol. 70, Iss. 3
    • United States
    • JD Supra United States
    • July 3, 2015
    ...F.3d 934, 948 (11th Cir. 2012) (citation omitted). 229. Contorinis II, 743 F.3d at 308 n.7. 230. 15 U.S.C. § 78m(d) (2012). 231. 17 C.F.R. § 240.13d-1 (2014) (also defining other categories of shareholders who may file Schedule 13G). 232. Id. § 240.13d-3(a)–(c). 928 The Business Lawyer; Vol......
  • The Resilient Rights Plan: Recent Poison Pill Developments and Trends
    • United States
    • JD Supra United States
    • July 8, 2014
    ...of more than five percent of a corporation’s stock must disclose certain information on either Schedule 13D or Schedule 13G. See 17 C.F.R. § 240.13d-1. Once the five percent threshold is reached, Schedule 13D requires the disclosure of contracts relating to the issuer’s securities. In contr......
  • Proposed Amendments to Hart-Scott-Rodino Act Regulations Could Dramatically Expand Filing Obligations of Investment Managers
    • United States
    • JD Supra United States
    • October 20, 2020
    ...one who has not “acquired the securities with any purpose, or with the effect, of changing or influencing the control of the issuer.” 17 C.F.R. § 240.13d-1. 7 The North American Industry Classification System (NAICS) is the standard used by Federal agencies in classifying business establish......
  • Blockchain Will Not Solve the Proxy Voting Problem
    • United States
    • LexBlog United States
    • July 31, 2019
    ...Isn’t Always the Solution (or Why Tokenizing Equity Securities Is Not the Answer to the Proxy Voting Problem),” available here17 CFR 240.13d-1], available here https://www.ecfr.gov/cgi-bin/text-idx?amp;node=17:4.0.1.1.1&rgn=div5#se17.4.240_113d_61 (imposing a reporting requirement on th......
1 books & journal articles
  • Federal And State Takeover Laws
    • United States
    • ABA General Library Corporate Counsel Guides: Corporation Law
    • July 3, 2012
    ...C.F.R. § 240.13e-3 (2009). 25. 15 U.S.C.A. § 78m(d)(1) (1997). 26. See 15 Sec. Reg. & L. Rep. (BNA) 156 (June 17, 1983). 27. 17 C.F.R. § 240.13d-1 (2009). 28. Id. § 240.13d-1(c). See also Edelson v. Ch’ien, 405 F.3d 620, 623 (7th Cir. 2005). 29. 17 C.F.R. § 240.13d-1(b) (2009). Qualii e......