On July 31st Morrow Sodali’s Gerry Davis, Tom Margadonna, and Pat
Tracey led a discussion with the Orange County NIRI chapter on the proposed
increase in the SEC 13F filing threshold from $100 million to $3.5 billion.
The discussion covers an overview of the proposed rule and critical aspects of the changes
to the investment community as well as the significant impacts on investor
transparency for all corporations.