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Click here for meetings with SEC officials)
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| Sep. 11, 2024 | Jason J. Nagler, Senior Director, Accounting and Compliance and Amy McDonald, Associate General Counsel, Investment Company Institute |
| Aug. 30, 2024 | Ted Allen, Vice President, Policy & Advocacy, Society for Corporate Governance |
| May 8, 2024 | Dan Leib, Chief Executive Officer, Donnelley Financial Solutions |
| Mar. 8, 2024 | Andre Lafond, Command Financial |
| Jan. 17, 2024 | Jacob Halstead |
| Nov. 21, 2023 | XBRL US Regulatory Modernization Working Group |
| Nov. 21, 2023 | Martin Francisco, Filing Lead and News Specialist |
| Nov. 21, 2023 | Robert Kim, David Burkholder, Henry LaBrun and Greg Prindle, on behalf of Cadwalader, Wickersham & Taft LLP |
| Nov. 21, 2023 | Chris V. |
| Nov. 21, 2023 | Jack Kibbey Newman |
| Nov. 21, 2023 | John Wooten, Chief Compliance Officer, Block Transfer |
| Nov. 21, 2023 | Dan Leib, Chief Executive Officer, Donnelley Financial Solutions |
| Nov. 21, 2023 | Linda Weber, Director, Customer Success, CCRcorp |
| Nov. 21, 2023 | Linda Weber, Director, Customer Success, CCRcorp |
| Nov. 20, 2023 | JoAnn Kern, President, Toppan Merrill |
| Nov. 20, 2023 | Workiva |
| Nov. 20, 2023 | Dalton T. Zerlan |
| Nov. 20, 2023 | Andrew Danneffel |
| Nov. 20, 2023 | Andrew Danneffel |
| Nov. 17, 2023 | Joseph P. Corcoran, Managing Director and Associate General Counsel, SIFMA |
| Nov. 13, 2023 | Wanda Welch |
| Nov. 9, 2023 | Noga Rosenthal |
| Oct. 27, 2023 | XBRL US Regulatory Modernization Working Group |
| Oct. 24, 2023 | Cate M., Legal Director-SEC and Corporate matters |
| Sep. 19, 2023 | Cory |
| Sep. 19, 2023 | Cory |
| Sep. 17, 2023 | Melody Aina Maryann Brand, shareholder |
| Sep. 15, 2023 | Alexander |
| Sep. 14, 2023 | Paul Fail |
| Sep. 13, 2023 | Akash Chand |
| Sep. 13, 2023 | Kam, Uchi |
Meetings with SEC Officials
(Click here for submitted comments from the public)
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| Jul. 12, 2024 | Memorandum from the EDGAR Business Office regarding a July 12, 2024 meeting with Donnelley Financial Solutions |
| Jul. 1, 2024 | Memorandum from the Policy Counsel to the Chair regarding a June 27, 2024 meeting with representatives of Donnelly Financial Solutions |
| May 20, 2024 | Memorandum from the Office of Commissioner Mark T. Uyeda regarding a May 8, 2024 meeting with representatives of Workiva Inc. |
| Apr. 10, 2024 | Memorandum from the Office of Commissioner Jaime Lizárraga regarding an April 10, 2024 meeting with representatives of Donnelly Financial Solutions |
| Apr. 10, 2024 | Memorandum from the Office of Commissioner Mark T. Uyeda regarding an April 10, 2024 meeting with representatives of Donnelly Financial Solutions |
| Mar. 28, 2024 | Memorandum from the EDGAR Business Office regarding a March 28, 2024, meeting with representatives and members of the Filer Consortium |
| Jan. 12, 2024 | Memorandum from the EDGAR Business Office regarding a January 9, 2024 meeting with representatives and members of XBRL US |
