Material Information

FundamentalRegulation & Compliance2 min read

Quick Definition

Any information that a reasonable investor would consider important in making an investment decision, and that could affect a security's price.

Key Takeaways

  • Information a reasonable investor would consider important for investment decisions
  • Must be disclosed promptly by public companies under SEC rules
  • Trading on material non-public information is illegal (insider trading)
  • Defined by the Supreme Court as information with a "substantial likelihood" of importance
  • Includes earnings, mergers, leadership changes, regulatory actions, and more

What Is Material Information?

Material information is any fact or data point that a reasonable investor would consider significant when deciding whether to buy, sell, or hold a security. Under SEC regulations, public companies must promptly disclose material information to ensure fair and transparent markets. The Supreme Court defined materiality in TSC Industries v. Northway (1976) as information where there is a "substantial likelihood that a reasonable shareholder would consider it important." Examples include earnings results, merger announcements, significant contract wins or losses, changes in executive leadership, regulatory actions, and product recalls. Trading on material non-public information (MNPI) constitutes insider trading, while failure to disclose material information can expose companies to securities fraud liability.

Material Information Example

  • 1A biotech company's FDA approval for its flagship drug is material information that must be disclosed to the public before insiders can trade on it.
  • 2The discovery of a significant accounting error that would reduce reported earnings by 30% is material information requiring immediate public disclosure.