Securities

Securities Exchange Act of 1934

The Securities Exchange Act of 1934 is the federal law regulating secondary market trading, creating the SEC, and requiring ongoing disclosure by public companies, often called the "People Act" for regulating market participants.

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Exam Tip

1934 Act = created SEC, regulates TRADING (People Act). 10-K annual, 10-Q quarterly, 8-K current. Section 16 = insider reporting!

What is the Securities Exchange Act of 1934?

The Securities Exchange Act of 1934 regulates the secondary trading of securities (stocks, bonds, debentures) in the United States. It created the Securities and Exchange Commission (SEC) and established rules for exchanges, broker-dealers, and ongoing disclosure by public companies.

Key Provisions

ProvisionPurpose
Created SECFederal securities regulator
Exchange RegistrationRegulate stock exchanges
Broker-Dealer RegistrationLicense securities firms
Ongoing DisclosurePeriodic reporting requirements
Insider TradingProhibit unfair advantages

SEC Powers Under the '34 Act

PowerDescription
RulemakingCreate and enforce regulations
InvestigationSubpoena power, examine records
EnforcementCivil and administrative actions
OversightSupervise SROs (FINRA, exchanges)

Periodic Reporting Requirements

ReportFrequencyContent
Form 10-KAnnualFull financial statements, audit
Form 10-QQuarterlyUnaudited financials, updates
Form 8-KCurrentMaterial events (immediately)
Proxy StatementAnnualShareholder meeting info

Insider Reporting (Section 16)

FormWhen FiledFor
Form 3Within 10 days of becoming insiderInitial holdings
Form 4Within 2 business daysChanges in ownership
Form 5AnnualDeferred/exempt transactions

Insider Definition (Section 16)

CategoryWho Qualifies
OfficersCEO, CFO, principal officers
DirectorsBoard members
10% OwnersBeneficial owners of 10%+

Anti-Fraud Provisions

SectionProhibition
Section 9Market manipulation
Section 10(b)Fraud in securities trading
Rule 10b-5Material misstatements/omissions
Section 16(b)Short-swing profits by insiders

1933 Act vs. 1934 Act

Feature1933 Act1934 Act
FocusNew issues (primary)Trading (secondary)
Nickname"Paper Act""People Act"
Key DocumentProspectusPeriodic reports
RegistrationSecuritiesExchanges, firms, securities

Self-Regulatory Organizations

The '34 Act authorizes SROs:

  • FINRA (broker-dealers)
  • NYSE, NASDAQ (exchanges)
  • MSRB (municipal securities)

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