So, what do investors need to file, and when? Like, Schedules 13D and 13G, and Hart-Scott-Rodino filings, and the rest?

Various requirements kick in at different levels:

ownership              disclosure (or other obligation)

5%                            Schedule 13D, 13G

10%                          short-swing profits

15%                          state business combination laws

15% (5-20%)           poison pill

$66 million               Hart-Scott-Rodino Act 

We explain these various requirements in our current blog post on this subject.

We've included a new table explaining the different disclosure and filing requirements that investors confront on our Legislative and Regulatory Update webpage.

Also, we've updated the Legislative and Regulatory Update Status with new developments, including the final Dodd-Frank Say-on-Pay rules from the SEC, and the latest on the proxy access lawsuit.