ORCID

Jeremy Bertomeu, https://orcid.org/0000-0001-6746-5767

Language

English (en)

Publication Date

9-7-2026

Abstract

We estimate a dynamic model of voluntary disclosure, using annual management forecasts of earnings, that features a manager with pri ce motives and an uncertain but persistent information endowment. Our estimates imply that: (i) managers face disclosure frictions 35% of the time; (ii) conditional on being informed, managers withhold information 17% of the time; and ( iii) conditional on being silent, managers possess information 24% of the time. Managers’ strategic withholding motives increase investors’ uncertainty about earnings by 3%. We find that managers’ price motives reduce strategic withholding by one-third, in response to investors’ increased skepticism in the event of non-disclosure.

Document Type

Working Paper

Author's Department

Accounting

Author's School

Olin Business School

Included in

Business Commons

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