Comments on Proposed Rule: Shareholder Reports and Quarterly Portfolio Disclosure of Registered Management Investment Companies

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Date Received
Date Letter Type Commenter Name
Public Comment Peter Ryan
Public Comment James G. Curtis
Public Comment Mark Bielstein, Chair, Accounting Standards, Executive Committee and Alan Latshaw, Chair, Investment Companies, Expert Panel, American Institute of Certified Public Accountants
Public Comment John E. Donaldson, Jr., Hellertown, Penn.
Public Comment J. Wayne Stephenson, Stocksnfund.com
Public Comment Eric D. Roiter, Senior Vice President and General Counsel; David B. Jones, Vice President, Fidelity Management & Research Company
Public Comment Daniel Hayhurst, PLS, Lewiston Operations Manager, USKH/Wyatt Engineering, Inc.
Public Comment Joseph Welch
Public Comment Stanley Keller, Chair-Committee on Federal Regulation of Securities, Section of Business Law, American Bar Association
Public Comment Ilene Davis
Public Comment Sandra Burke, VP & Associate General Counsel, Charles Schwab & Co., Inc.
Public Comment an anonymous reviewer
Public Comment John H. Lively, A I M Advisors, Inc.
Public Comment KPMG LLP
Public Comment Lisa Snow, Vice President and Chief Counsel, Corporate Law, Teachers Insurance and Annuity Association of America/College Retirement and Equities Fund
Public Comment Mercer Bullard, Founder and President, Fund Democracy, Inc. and Barbara Roper, Director of Investor Protection, Consumer Federation of America
Public Comment Mike Savage
Public Comment PricewaterhouseCoopers LLP
Public Comment Robert L. Adler, President, AMG Data Services
Public Comment Stuart R. Strachan, Chair, SIA Investment Company Committee, Securities Industry Association
Public Comment Susi M. Silverman, Stuart R. Stracha, Capital Research and Management Company
Public Comment Dan Jamieson
Public Comment Rich Coyle
Public Comment Richard L. Trumka, Secretary-Treasurer, American Federation of Labor and Congress of Industrial Organizations
Public Comment Heidi Stam, Principal, Securities Regulation, The Vanguard Group Inc.
Public Comment Scott Cooley, Morningstar, Inc.
Public Comment Andy Freeman
Public Comment Hans Lange
Public Comment John Pasqua
Public Comment R. Stone

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-51-02
Release Number
33-8164
34-47023
IC-25870
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