Updates & Insights

Notices & communications required for an annual meeting of shareholders

Overview A successful annual meeting of shareholders relies on accurate, effective and timely communication. It also requires shareholder engagement and...

March 11, 2026 Mike Spelman - Director, Proxy Solutions

Beyond technology: The discipline behind exceptional SEC filings

Regulatory disclosure is complex and constantly evolving. SEC filers need a partner with deep expertise, a disciplined process and responsive...

February 27, 2026 Al Cutrone - Client Services, Vice President

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...

February 26, 2026 Anita Roberts - SVP, Global Customer Success

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...

February 20, 2026 Jennifer Froberg - Sr SEC Product Specialist

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...

February 19, 2026 Meagan Strandberg - Field Marketing Manager

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...

February 6, 2026 Nadejda Kalinin - Senior SEC Product Specialist

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...

January 21, 2026 Jennifer Froberg - Sr SEC Product Specialist

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...

December 22, 2025 Toppan Merrill

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...

December 11, 2025 Mark Houghton - SVP, Solution Sales

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...

December 5, 2025 Mike Spelman - Director, Proxy Solutions