This week on Taking Stock, Chives provided a spoken overview of the shareholder proposal process - how to check eligibility to submit, how to send your proposal, and what happens afterwards.
This was a fantastic episode and we covered a ton of ground. There were also some great questions from the community following the overview. This is an evergreen episode and may be helpful every proposal season - and likely, we’ll revisit this topic in a few months closer to the collective 2024 deadline.
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Itinerary:
https://lemmy.whynotdrs.org/post/127346
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Join the Community:
Join us on Discord - https://mee6.xyz/en/i/vYJSX1ghMl
Join us on Lemmy - https://lemmy.whynotdrs.org/
Visit https://www.drsgme.org and https://www.whydrs.org
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Resources:
WhyDRS Shareholder Proposals Guide
https://www.whydrs.org/shareholder-proposals-guide
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WhyDRS Database
https://lemmy.whynotdrs.org/post/21495
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GiveAshare Spotlight on WhyDRS
https://www.whydrs.org/buy-direct-using-give-a-share
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Federal Law
https://www.sec.gov/divisions/corpfin/rule-14a-8.pdf
More Federal Law
https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.14a-8
WhyDRS Proposals Guide
https://www.whydrs.org/shareholder-proposals-guide
SEC No-Action Proposals Directory
https://www.sec.gov/corpfin/2022-2023-shareholder-proposals-no-action
Napkin maths on calculating eligibility
https://lemmy.whynotdrs.org/pictrs/image/3d0e40e5-60ac-4829-8408-1f70717929c1.png
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Special Thanks to:
