Proxy Statement Redaction with anonym.plus

Clear personal identifiers from a solicitation filing before it is lodged.

Proxy statement redaction is the removal of personal identifiers from a solicitation filed under SEC Reg 14A. The rule (17 CFR 240) governs voting disclosure to holders. anonym.plus marks each name and contact on your machine, so the required content stays whole while private data goes.

When this applies

The filing names directors, nominees, and holders who submitted proposals. You trim contact details and private identifiers before it is filed.

How anonym.plus handles it

  1. Open the filing in anonym.plus on your device.
  2. Local OCR reads scanned proposal letters.
  3. The tool flags names, contacts, and holdings.
  4. Keep the disclosure required by the voting rules.
  5. Swap or black out the confirmed identifiers.
  6. Save the clean filing locally.

What you need to provide

PII & financial identifiers detected

Categoryanonym.plus entity typeExample
NamesPERSONnominee A. Cole → [NOMINEE]
ContactEMAIL_ADDRESSir@example.com → [EMAIL]
ContactPHONE_NUMBER(212) 555 0147 → [PHONE]
FinancialMONEYbeneficial 2.1% → [HOLDING]
IdentifiersUS_SSNproponent SSN → [SSN]
LocationLOCATIONproponent address → [ADDRESS]

Compliance achieved

Anonymize proxy statements offline — see plans & start free →

Limitations & cautions

Reg 14A requires specific holder and nominee disclosure, so keep what the rule demands. The tool flags named items but cannot judge required content. Have counsel confirm the disclosure before filing.

Frequently asked questions

Will required holder disclosures survive the pass?

Yes. Allow-list the disclosure the rule requires. Only extra personal identifiers, like a proponent's contact, are flagged.

Can it read a scanned proposal letter?

Yes. Local OCR reads the image, then flags the data so you can review it.

Is the filing uploaded?

No. The app is offline, so it stays on your device until you lodge it.