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No-Action Letter Citation:

Analyzing Excluded Shareholder Proxy Proposals

More than half of all shareholder proxy proposal exclusions allowed by the SEC are based on Rules 14a-8(i)(7) and 14a-8(i)(10), according to research and analysis in our new whitepaper.

In this whitepaper, Intelligize’s Rob Peters and Alyson Clabaugh leverage public company filings and SEC correspondence available in Intelligize’s No-Action Letters database to examine and visualize discernible and instructive trends over the last three years in companies’ ability to exclude certain shareholder proposals from proxy materials – particularly those relating to environmental, social and governance (ESG) issues.

Download this whitepaper today to gain more insight into which methods of securing shareholder proposal exclusions through the no-action letter process have proven to be most effective.

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