Updates & Insights

Quinn transforms customer success at Toppan Merrill

Quinn is redefining customer success at Toppan Merrill — blending powerful technology with proactive, personalized support to enable customers to...

Anita Roberts - SVP, Global Customer Success

February 26, 2026

Capital Markets

SEC fee data issues will now trigger filing suspensions

All filers are now mandated to use Inline XBRL for their SEC filing fee data. Beginning March 16, 2026, some...

Jennifer Froberg - Sr SEC Product Specialist

February 20, 2026

Capital Markets Corporate Compliance

6 Strategies to boost healthcare member communications

For health plans, every interaction with members is a chance to build trust. It helps improve the customer experience with...

Meagan Strandberg - Field Marketing Manager

February 19, 2026

Health Plans

Best practices for SEC Form ID and CIK management

Form ID applications and continuing filing code management (i.e. delegations, annual confirmation, etc.) are now exclusively handled on the EDGAR...

Nadejda Kalinin - Senior SEC Product Specialist

February 6, 2026

Corporate Compliance

Podcast: SEC Section 16 requirements for Foreign Private Issuers beginning March 18, 2026 [7:27]

On The Dot (Episode 13) - A conversation with Jennifer Froberg on the new requirement for officers and directors of...

Jennifer Froberg - Sr SEC Product Specialist

January 21, 2026

Corporate Compliance

Toppan Merrill announces new Quinn platform to broad market acceptance

Consultative technology leader backed by 55+ years of industry and service expertise NEW YORK and ST. PAUL, Dec. 22, 2025...

Toppan Merrill

December 22, 2025

Capital Markets News Release

From chaos to control: Quinn is changing how to draft an IPO

Quinn is a next-gen Software as a Service (SaaS) that transforms IPO prospectus drafting with speed, accuracy and control to...

Mark Houghton - SVP, Solution Sales

December 11, 2025

Capital Markets

ESG, 10-K and Proxy report design: Solving consistency and content challenges

Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...

Mike Spelman - Director, Proxy Solutions

Karen Fisher - Proxy Advisory Services

December 5, 2025

Corporate Compliance

Navigating the new SEC Form SHO: What every 13F filer needs to know

13F filers who meet specific requirements will need to report short positions to the SEC monthly, beginning in 2028, on...

Jennifer Froberg - Sr SEC Product Specialist

December 4, 2025

Corporate Compliance

Corporate Governance Awards 2025: Congratulations Minerals Technologies Inc. – 2025 Best Proxy Statement (Small Cap)

In the ever-changing landscape of corporate governance, the proxy statement remains a cornerstone of effective shareholder communication. Minerals Technologies Inc....

Mike Spelman - Director, Proxy Solutions

December 3, 2025

Corporate Compliance