N-PX Reporting Service

Fulfill the New U.S. SEC Reporting Requirements for Proxy Voting

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The U.S. SEC recently amended its filing requirements for Form N-PX, affecting both those who are currently required to file N-PX reports and investment managers who file Form 13F. The new N-PX reports must be filed with the U.S. SEC by August 31, 2024, with the changes going into effect for the filing period of July 1, 2023 to June 30, 2024. While increased transparency will benefit market stakeholders, combing through mass amounts of voting data records to prepare for submission under the new requirements will undoubtedly require significant time and resources.

With two decades of experience, Glass Lewis is well-known for its industry-leading corporate governance research and proxy voting capabilities. We also have over 15 years of N-PX reporting experience. With Glass Lewis’ comprehensive and seamless N-PX Reporting Service, investors have access to a frictionless, cost-effective, and timely way to comply with N-PX requirements.

Why Choose Glass Lewis’ N-PX Reporting Service?

Timely Reporting Process

Stay ahead of deadlines with up-to-date voting history available in Viewpoint. Benefit from streamlined options to capture data from multiple sources.

Compliant Data Formats

File with confidence knowing your data has been formatted to SEC specifications, ensuring the highest degree of accuracy and completeness.

Complete File Preparation

Simplify the file preparation process with files generated in Excel and XML formats to comply with requirements.

Filing Expertise

Review expert-prepared resources and speak with our client team to understand the new requirements and how they may impact your firm.

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We are here to help.

Our dedicated N-PX Operations team will ensure thorough and accurate submission of your N-PX files. You can trust that your filings will be of premier standard as we employ rigorous audit checks and controls that enable us to highlight key areas for review.

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