An N-PX filing is an SEC-mandated annual report by registered investment management companies disclosing their proxy voting records on shareholder matters.
RIAs
with $100m+ regulatory AUM
13(f) filers
e.g., mutual funds, hedge funds, and endowments who vote proxies
Everything you need to know about the product and billing.
What is an N-PX report?
It's an SEC-mandated annual filing disclosing proxy voting records.
What is the filing deadline for N-PX reports?
Annually by August 31 for votes cast during the previous July 1–June 30 period.
What data sources does Egan-Jones use?
Egan-Jones has internal vote records and other data for each of our customers. If you voted externally or have shares on loan, we gather that data from you in the questionaire process.
Can Egan-Jones help with multiple funds or complex structures?
Yes, Egan-Jones can create multiple N-PX reports depending on your needs.
What is the turnaround time for N-PX preparation?
Once we receive your information, your N-PX report(s) are typically generated within 24 hours.
What is your onboarding process?
Customers complete a simple onboarding form.
Can we review the N-PX before it’s filed?
Yes, all N-PX reports come with a human-readable CSV file to review.
Does Egan-Jones file directly with the SEC?
Egan-Jones provides clear instruction to your team on how to easily file with EDGAR. It requires only a few clicks for your team.
What file formats do you provide?
XML for submission to EDGAR and CSV for internal use if you would like.
Is there a limit to the number of users I can have?
Standalone N-PX contracts come with up to five users.
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