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Appendix H — Titles of Standards and Other Literature

Appendix H — Titles of Standards and Other Literature

Appendix H — Titles of Standards and Other Literature

SEC Literature

ASR

No. 142 (FRR Section 202), Reporting Cash Flow and Other Related Data

Final Rules and Releases

No. 33-8039, Cautionary Advice Regarding the Use of “Pro Forma” Financial Information in Earnings Releases
No. 33-8124, Certification of Disclosure in Companies’ Quarterly and Annual Reports
No. 33-8176, Conditions for Use of Non-GAAP Financial Measures
No. 33-11070, Updating EDGAR Filing Requirements and Form 144 Filings

FRM

Topic 8, “Non-GAAP Measures of Financial Performance, Liquidity, and Net Worth”

Interpretive Release

No. 33-10751, Commission Guidance on Management’s Discussion and Analysis of Financial Condition and Results of Operations

Regulation FD

Item 100, “General Rule Regarding Selective Disclosure”

Regulation G

Item 100, “General Rules Regarding Disclosure of Non-GAAP Financial Measures”
Item 101, “Definitions”

Regulation M-A

Item 1015, “Reports, Opinions, Appraisals and Negotiations”

Regulation S-K

Item 10, “General”
Item 10(e), “Use of Non-GAAP Financial Measures in Commission Filings”
Item 303, “Management’s Discussion and Analysis of Financial Condition and Results of Operations”
Item 402, “Executive Compensation”

Regulation S-X

Article 5, “Commercial and Industrial Companies”
Rule 5-03, “Statements of Comprehensive Income”
Article 11, “Pro Forma Financial Information”

SAB Topics

No. 1.M, “Financial Statements; Materiality” (SAB 99)
No. 1.N, “Financial Statements; Considering the Effects of Prior Year Misstatements When Quantifying Misstatements in Current Year Financial Statements” (SAB 108)
No. 5.P, “Miscellaneous Accounting; Restructuring Charges”
No. 11.B, “Miscellaneous Disclosure; Depreciation and Depletion Excluded From Cost of Sales”

Securities Act of 1933

Rule 425, “Filing of Certain Prospectuses and Communications Under § 230.135 in Connection With Business Combination Transactions”

Securities Exchange Act of 1934

Item 10b, “Manipulative and Deceptive Devices and Contrivances”
Rule 14a-12, “Solicitation Before Furnishing a Proxy Statement”
Rule 14d-2, “Commencement of a Tender Offer”
Rule 14d-9, “Recommendation or Solicitation by the Subject Company and Others”
Rule 15d-6, “Suspension of Duty to File Reports”

Securities Exchange Act of 1934 Release

No. 47226, Conditions for Use of Non-GAAP Financial Measures

Securities Exchange Act of 1934 Sections

Section 12, “Registration Requirements for Securities”
Section 18, “Liability for Misleading Statements”

FASB Literature

ASC Topics

ASC 230, Statement of Cash Flows
ASC 260, Earnings per Share
ASC 280, Segment Reporting
ASC 605, Revenue Recognition
ASC 606, Revenue From Contracts With Customers
ASC 740, Income Taxes
ASC 805, Business Combinations
ASC 842, Leases

ASU

ASU 2016-09, Compensation — Stock Compensation (Topic 718): Improvements to Employee Share-Based Payment Accounting

IFRS Literature

IFRS 16, Leases

Superseded Literature

FASB Statement

No. 95, Statement of Cash Flows