The U.S. Securities and Exchange Commission issued Staff Legal Bulletin 14M (SLB 14M), rescinding Staff Legal Bulletin 14L and changing staff guidance for issuers seeking to exclude shareholder proposals from proxy statements through the Rule 14a-8 no-action process. Commissioner Caroline A. Crenshaw criticised the timing of the change during the ongoing proxy season, citing increased costs and uncertainty for both issuers and investors. SLB 14M largely reinstates previous staff views on the Rule 14a-8(i)(5) and (i)(7) substantive bases for exclusion. The statement highlighted that the revised approach affects proposals across topics including poison pills, compensation, emerging issues such as artificial intelligence, political and lobbying expenditures, and environmental matters, and noted that issuers may be able to revise no-action requests while shareholders who have already submitted proposals may have limited ability to re-draft them to align with the new guidance.