Questioning Authority: Director and Officer Questionnaire (Annual Report and Proxy Statement)

Companies must disclose the information required by Rule 14a-101 (known as Schedule 14a) under the Exchange Act when filing a proxy statement. Use this template to draft a questionnaire that gathers the information required to be disclosed by directors, executive officers, and shareholders holding more than 5% of a class of voting securities of the company.

READ NOW »

Related Content

• Board of Directors Matrix (Proxy Statement)
  Present key information about the board of directors in an easy-to-read matrix.

• Board Resolutions: Proxy Statement for Annual Meeting Approval
  Get the board of directors’ approval for the proxy materials prior to distribution and filing. 

• Virtual Stockholder Meeting Logistics Preparation Checklist
  Get the key steps and shareholder communications for preparing for a virtual annual or special stockholder meeting of a public company.

• Proxy Statement and Annual Report: Drafting, Solicitation, and Distribution
  Review the rules and procedures governing each step in the process in anticipation of the annual meeting of stockholders.

Practical Guidance Updates

Featuring the latest updates from your Practical Guidance account.

• Regulation D Resource Kit
• Purchase Agreement Drafting for a Rule 144A / Regulation S Debt Offering
• Rule 144A and Regulation S Securities Offering Process
• Rule 144A Transactions
• Exxon Capital Exchange Offers

Experience results today with practical guidance, legal research, and data-driven insights—all in one place.

Experience Lexis+