Comments on Proposed Rule: Request for Comments on Measures to Improve Disclosure of Mutual Fund Transaction Costs

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Date Received
Date Letter Type Commenter Name
Public Comment Ron Grist, Cherry Hill, NJ
Public Comment Richard Curtis, Executive Director, Highway Patrol Retirement System; William Estabrook, Executive Director, Ohio Police and Fire Pension Fund; Laurie Hacking, Executive Director, Public Employees Retirement System of Ohio; James R. Winfree, Executive Director, School Employees Retirement System of Ohio; R. Keith Overly, Executive Director, Ohio Public Employees Deferred Compensation Program
Public Comment Mercer Bullard, Founder and President, of Fund Democracy, Inc.; Barbara Roper, Director of Investor Protection, of Consumer Federation of America; Sally Greenberg, Senior Counsel, of Consumers Union; Kenneth McEldowney, Executive Director, of Consumer Action
Public Comment Minder Cheng, Managing Director, Global Head of Equity & Currency Trading, of Barclays Global Investors, N.A. and Barclays Global Fund Advisors
Public Comment Ronald C. Boller
Public Comment The North American Securities Administrators Association, Inc.
Public Comment David Jones, Senior Vice President and Product Strategy & Communications, and Eric D. Roiter, Senior Vice President and General Counsel, of Fidelity Management & Research Company
Public Comment Barclays Global Investors
Public Comment ITG Inc.
Public Comment Caroline Taylor
Public Comment Coalition of Mutual Fund Investors
Public Comment Eugene A. Noser, Jr., President of Abel/Noser Corp.
Public Comment Gang Hu, Ph.D. Candidate, Boston College
Public Comment James P. Ryan, Senior Vice President and Senior Counsel, Capital Research and Management
Public Comment Neil A. Simon, Esq., FPA Director of Government Relations forFinancial Planning Association
Public Comment PricewaterhouseCoopers LLP
Public Comment The Alliance in Support of Independent Research
Public Comment The Financial Planning Association
Public Comment The Financial Services Roundtable
Public Comment The Investment Company Institute
Public Comment The Vanguard Group, Inc.
Public Comment Wayne H. Wagner, Chairman and Mark Edwards, Director of Manager Consulting Services for Plexus, Inc.
Public Comment Jarrett Lilien, President and Chief Operating Officer, E*TRADE Financial Corporation
Public Comment ReFlow Management, LLC
Public Comment Stuart R. Strachan, Chairman, Investment Company Committee, Securities Industry Association
Public Comment James Throckmorton, Foster Bryan Ltd.
Public Comment L. Novick
Public Comment Marshall E. Blume, Howard Butcher Professor of Financial Management, The Wharton School, University of Pennsylvania
Public Comment Dan Jamieson
Public Comment W. Hardy Callcott

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-29-03
Release Number
33-8349
34-48952
IC-26313
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