Updates & Insights

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...

December 4, 2025 Jennifer Froberg - Sr SEC Product Specialist

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....

December 3, 2025 Mike Spelman - Director, Proxy Solutions

Navigating California’s climate disclosure mandate. Is your company ready?

In her latest blog, Chelsi Tryon shares insight into the newly adopted California climate disclosure mandate slated for Jan. 1,...

December 2, 2025 Chelsi Tryon - Director of ESG

What are Capital Markets and how do they work?

The vehicles for capital creation, capital markets are a financial marketplace where people or institutions with capital to lend meet...

December 2, 2025 Toppan Merrill

Podcast: ETF issuer interest remains high [14:04]

On The Dot (Episode 12): The ETF share class structure represents a significant modernization in the asset management industry. Investors...

December 1, 2025 Guy Stanzione - Director, SEC Compliance Services

Quinn: How a purpose-built platform is transforming capital markets transactions

As a purpose-built platform, Quinn is redefining how capital markets transactions get done. Quinn gives attorneys and deal teams the...

November 20, 2025 John C. Dalton, CPA - Director of Product Management, Capital Markets

5 tips to reduce frustration with your ANOC & EOC’s

As requirements for ANOC and EOC communications become more demanding, health plans are navigating a maze of regulatory updates, rising...

November 19, 2025 Meagan Strandberg - Field Marketing Manager

EDGAR Next is live. What’s next?

Now that the EDGAR Next enrollment compliance date has passed, what's next? Learn more about final compliance steps and additional...

November 18, 2025 Jennifer Froberg - Sr SEC Product Specialist

Greenwashing, green hushing and the shifting ESG landscape in Canada

The Canadian sustainability regulatory and disclosure landscape is continuously evolving. It’s important companies find the right balance of credibility and...

October 30, 2025 Jason Barnard - Business Development Manager, Canadian Compliance

Rethinking SLAs in member communications: speed and automation

Meeting tight CMS deadlines: Why SLAs and automation matter more than ever In healthcare communications, missing a deadline isn’t just...

October 22, 2025 Meagan Strandberg - Field Marketing Manager