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EDGAR Next
Solutions
- - - Capital Markets
    - IPO Filing Services
    - Mergers and Acquisitions Solutions
    - SPAC/de-SPAC Transactions
  - - Financial Services Regulatory Disclosure and Marketing Communications
    - Investment Company Compliance
    - Regulated Communications
    - Financial Marketing Fulfillment Services
    - Health Plans Member Communications
    - Member Communications
- - - View all solutions
Platforms
- - - Bridge: EDGAR & iXBRL Filing Software
    - Built on the Microsoft^® Office^® platform, Bridge provides a single source for your EDGAR and iXBRL submissions.
  - - SEC Connect
    - Easily manage a variety of form types in one web-based platform, including Section 16 (Forms 3, 4, and 5), Schedule 13D and 13G, Form 13F, Form D, Form 144 and more.
  - - SOX Automation
    - Intuitive SaaS technology that maintains all business locations, processes, risks and controls in a single platform, providing full visibility to your overall SOX program.
- - - Control Center
    - An intuitive platform for managing the entire program and document lifecycle from data to distribution using real-time dashboards and digital tools.
  - - Content Control
    - A powerful content management platform that transforms complex information into seamless communications.
  - - Storefront
    - The self-service omnichannel ordering platform for personalized and static content that brings efficiency to campaign program management for sales and marketing teams.
- - - Explore our platforms
Resources
- - - SEC Resources
    - Current SEC disclosure rules and regulations.
    - SEC EDGAR Resources
    - Comprehensive set of requirements, forms and guidelines, including EDGAR Next.
    - XBRL Resources
    - Current interactive data disclosure rules.
  - - 2025 – 2030 SEC Filing Deadline Calendar
    - Important deadlines and dates to know.
    - Glossary
    - Key industry terms and common questions.
  - - The annual do’s and don’ts…when planning your annual meeting
      
      Issuers preparing for their proxy campaign can benefit from a comprehensive checklist that covers essential steps in planning, cost management,...
      
      Mike Spelman
      April 16, 2025
      
      Corporate Compliance
Events
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