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GDC Services

Annual Continuing Disclosure Reporting

GDC’s continuing disclosure services provide clients with a cost-effective alternative for staying compliant with the SEC adopted Rule 15c2-12 requirements.

Ongoing
Event Filings

GDC assists our clients to be compliant with their Ongoing Event required filings and disclosures.

Annual Debt Transparency Reporting

GDC will collect the necessary information relating to bond proceeds from your staff and the trustee to assemble and file ADTRs each year.

Bond Election
Consulting Services

GDC’s Bond Election Services include analyzing the feasibility of a bond election and the creation and oversight of the independent election campaign committee.

Citizens’ Bond Oversight Committee Services

As the Citizens' Bond Oversight Committee Coordinator, GDC assists in the selection process of the CBOC members. Once the CBOC is created, GDC works with the district to prepare the required information for each CBOC meeting.

About GDC

Serving public debt issuers throughout California, with locations in San Francisco, Orange County, and Santa Monica

John Greenlee launched Greenlee Disclosure Consulting (“GDC”) in 2019. GDC’s primary business functions include Annual Continuing Disclosure Reporting, Ongoing Event Filing, Annual Debt Transparency Reporting, Bond Election Services, and forming and coordinating Citizens’ Bond Oversight Committees. We pride ourselves on thoroughly understanding the current regulatory policies, procedures and its nuances.

GDC’s mission is to provide a low-cost alternative to our clients while still providing a high-quality product and service.

Ask us how we can help you with your annual disclosures, bond election consulting, or bond oversight committees today.