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.

I felt 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.

Taking Stock #5

Twitter Link:

https://twitter.com/i/spaces/1vAGRADmYrrKl

mp3 Link:

https://static.wixstatic.com/mp3/06e09f_4469e77eb2274b3da4f80942a327abf6.mp3

Itinerary:

https://lemmy.whynotdrs.org/post/127346

Resources:

WhyDRS Shareholder Proposals Guide

WhyDRS Database

GiveAshare Spotlight on WhyDRS

#Important Reminders

-Next Taking Stock Wednesday, August 30 – SEC Bulletin Deep Dive, Ownership Types, and the WhyDRS Database

-Terminate DirectStock (https://www.drsgme.org/terminating-from-directstock)

-Join DRSGME Discord (https://discord.gg/EGvmpdGDm)

-Join Lemmy (https://lemmy.whynotdrs.org/)

-Visit https://www.drsgme.org and https://www.whydrs.org

#Links and Resources

Federal Law https://www.sec.gov/divisions/corpfin/rule-14a-8.pdf

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