DONNELLEY FINANCIAL, LLC
44 Marks
LLC
First Filed:Oct 31, 1995Latest Filed:Oct 3, 2025Address:391 Steel Way, Lancaster, PA 17601, US
Portfolio Overview
Registered
25(57%)Pending
3(7%)Dead
16(36%)Top Classes
Class 42
Software, IT Services & Scientific ResearchClass 36
Insurance, Financial Services & Real EstateClass 35
Advertising, Business Services & RetailTTAB Proceedings
Total Proceedings
5As Plaintiff
1(20%)As Defendant
4(80%)Top Firms
NIXON PEABODY LLP(Oct 2025)
43
Trademark Activity Timeline(1995 – 2025)
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Trademark Portfolio
44 results
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Goods & Services
Class 009: Downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to the U.S. Securities and Exchange Commission (SEC); Downloadable cloud-based compliance and filing software featuring an artificial intelligence tool for gathering business intelligence which can be used for the purpose of creating, reviewing, and distributing financial reports; downloadable software for use in preparing financial reports and assimilating data to be used in financial reporting; downloadable software for use in collecting, preparing and publishing data for financial and management reporting; downloadable software for drafting documents, reports and dynamic content generation which allows multiple editors; downloadable software for designing, creating, editing and publishing documents that ensures compliance with client requirements; Downloadable software for enabling creation, management and distribution of electronic information pertaining to financial transactions and regulatory communications; Downloadable software which leverages artificial intelligence to increase operational efficiency in financial and management reporting; Downloadable software for automating the process for gathering, preparing, and publishing data for reporting; Class 035: Providing business intelligence services; Assisting others in preparing and filing documents with governmental regulatory bodies; Providing a secured access database featuring an artificial intelligence tool for gathering business intelligence which can be used for creating, reviewing, and distributing financial reports; Providing a secured access database through which documents and images can be viewed, accessed, copied, and printed for conducting corporate transactions; Business investigations and evaluations, information and research, and business data analysis leveraging artificial intelligence, natural language processing machine learning, and other data sources; Class 036: Providing financial information reporting services featuring an artificial intelligence tool for gathering business intelligence for creating, reviewing and distributing financial reports; Providing regulatory communications and securities information via a global computer network; Class 042: Providing temporary use of non-downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to the U.S. Securities and Exchange Commission (SEC); Providing temporary use of non-downloadable cloud-based compliance and filing software featuring an artificial intelligence tool for gathering business intelligence which can be used for the purpose of creating, reviewing, and distributing financial reports; Providing temporary use of online non-downloadable software for use in preparing financial reports and assimilating data to be used in financial reporting; Providing temporary use of online non-downloadable software for use in collecting, preparing and publishing data for financial and management reporting; Providing on-line non-downloadable software for drafting documents, reports and dynamic content generation which allows multiple editors; Providing on-line non-downloadable software for designing, creating, editing and publishing documents that ensures compliance with client requirements; Software as a service (SAAS) services for enabling creation, management and distribution of electronic information pertaining to financial transactions and regulatory communications; Software as service (SaaS) which leverages artificial intelligence to increase operational efficiency in financial and management reporting; Software as a service (SaaS) services for automating the process for gathering, preparing, and publishing data for reporting
Goods & Services
Class 009: Downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to the U.S. Securities and Exchange Commission (SEC); Downloadable cloud-based compliance and filing software featuring an artificial intelligence tool for gathering business intelligence which can be used for the purpose of creating, reviewing, and distributing financial reports; downloadable software for use in preparing financial reports and assimilating data to be used in financial reporting; downloadable software for use in collecting, preparing and publishing data for financial and management reporting; downloadable software for drafting documents, reports and dynamic content generation which allows multiple editors; downloadable software for designing, creating, editing and publishing documents that ensures compliance with client requirements; Downloadable software for enabling creation, management and distribution of electronic information pertaining to financial transactions and regulatory communications; Downloadable software which leverages artificial intelligence to increase operational efficiency in financial and management reporting; Downloadable software for automating the process for gathering, preparing, and publishing data for reporting; Class 035: Providing business intelligence services; Assisting others in preparing and filing documents with governmental regulatory bodies; Providing a secured access database featuring an artificial intelligence tool for gathering business intelligence which can be used for creating, reviewing, and distributing financial reports; Providing a secured access database through which documents and images can be viewed, accessed, copied, and printed for conducting corporate transactions; Business investigations and evaluations, information and research, and business data analysis leveraging artificial intelligence, natural language processing machine learning, and other data sources; Class 036: Providing financial information reporting services featuring an artificial intelligence tool for gathering business intelligence for creating, reviewing and distributing financial reports; Providing regulatory communications and securities information via a global computer network; Class 042: Providing temporary use of non-downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to the U.S. Securities and Exchange Commission (SEC); Providing temporary use of non-downloadable cloud-based compliance and filing software featuring an artificial intelligence tool for gathering business intelligence which can be used for the purpose of creating, reviewing, and distributing financial reports; Providing temporary use of online non-downloadable software for use in preparing financial reports and assimilating data to be used in financial reporting; Providing temporary use of online non-downloadable software for use in collecting, preparing and publishing data for financial and management reporting; Providing on-line non-downloadable software for drafting documents, reports and dynamic content generation which allows multiple editors; Providing on-line non-downloadable software for designing, creating, editing and publishing documents that ensures compliance with client requirements; Software as a service (SAAS) services for enabling creation, management and distribution of electronic information pertaining to financial transactions and regulatory communications; Software as service (SaaS) which leverages artificial intelligence to increase operational efficiency in financial and management reporting; Software as a service (SaaS) services for automating the process for gathering, preparing, and publishing data for reporting
Goods & Services
Educational services, namely, conducting continuing professional education classes, seminars and on-line courses in the field of financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations; educational services, namely, providing certification training in the field of financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations; Providing a web hosting platform with online educational courses, training services, certification programs, webinars, informational materials and resource guides related to financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations; platform as a service (PAAS) featuring on-line non-downloadable software that enables users to access training modules, instruction on software features, functionality materials, informational materials and troubleshooting procedures in the field of financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations
Goods & Services
Educational services, namely, conducting continuing professional education classes, seminars and on-line courses in the field of financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations; educational services, namely, providing certification training in the field of financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations; Providing a web hosting platform with online educational courses, training services, certification programs, webinars, informational materials and resource guides related to financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations; platform as a service (PAAS) featuring on-line non-downloadable software that enables users to access training modules, instruction on software features, functionality materials, informational materials and troubleshooting procedures in the field of financial reporting, financial reporting compliance and compliance with the U.S. Securities and Exchange Commission (SEC) filing and reporting requirements and regulations
Goods & Services
SAAS services featuring software that enables customers to use application programmable interfaces (APIs) to allow greater flexibility with their data when using a software tool for creating and managing shareholder, regulatory and financial reportings
Goods & Services
SAAS services featuring software that enables customers to use application programmable interfaces (APIs) to allow greater flexibility with their data when using a software tool for creating and managing shareholder, regulatory and financial reportings
Goods & Services
Providing for others an online database featuring financial investment data; providing for others an online database featuring financial information in the nature of investment communications and reports | Providing for others an online database featuring regulatory compliance information in the nature of regulatory communications and reports concerning investments
Goods & Services
"BOOK OF RECORD"
Goods & Services
"SUITE"; Providing temporary use of online non-downloadable software for managing content and reports, namely, creating, reviewing, composing, publishing and distributing documents associated with regulatory and investment communications, including annual and semi-annual reports, prospectuses, summary prospectuses, fact sheets, white papers, performance summaries, market updates, and other client-specific communications on a global level
Goods & Services
Downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to the U.S. Securities and Exchange Commission (SEC) | Providing temporary use of non-downloadable cloud-based compliance and filing software for creating, reviewing, and distributing financial reports, and for submitting required disclosure documents to the U.S. Securities and Exchange Commission (SEC)
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for enabling access to regulated and marketing content and providing the ability to deliver content via preferred communication channels; Platform as a service (PAAS) featuring computer software platforms with sophisticated integration capabilities which allows workflows to be adapted to customer requirements; Platform as a service (PAAS) featuring computer software platforms for white labelling each customer entity to create a sales enablement portal for their designated representatives to access and deliver approved content to their clients and prospects; Platform as a service (PAAS) featuring computer software platforms for digital asset management, document creation, and data processing toolset which allows for the distribution of customized and/or personalized content
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for enabling the creation, validation, and direct filing of regulatory documents; platform as a service (PAAS) featuring computer software platforms for providing an end-to-end guide for the filing of regulatory documents via a user-accessible interface and providing validations and exceptions to identify gaps in the underlying data; platform as a service (PAAS) featuring computer software platforms featuring a calculation and data ingestion engine that completes complex calculations for risk and transaction-based items and integrates with third-party services; providing temporary use of online non-downloadable software for third parties to manage and track regulatory records and reports and investment data on a global level and transmit to regulators; providing temporary use of online non-downloadable software for third parties to automate the management and tracking of regulatory records and reports and investment data on a global level and transmit data/filings to regulators
Goods & Services
Online global solution, namely, platform as a service (PAAS) featuring computer software platforms for enabling users to streamline the creation and management of investor information documents and other template-based communications; online global solution, namely, platform as a service (PAAS) featuring computer software platforms for enabling document translation in multiple languages by means of a translation library and user interface; online global solution, namely, platform as a service (PAAS) featuring computer software platforms for taking in data in multiple formats and creating output in various formats such as PDF, XML, HTML and PPT; online global solution, namely, platform as a service (PAAS) featuring computer software platforms for automating the creation of charts and providing workflow and dashboard capabilities; providing temporary use of online non-downloadable software for third parties to manage and track regulatory records and reports and investment data on a global level to produce marketing materials; providing temporary use of online non-downloadable software for third parties to automate the management and tracking of regulatory records to produce marketing materials
Goods & Services
Online non-downloadable software for automating document preparation and workflow by managing shared content elements in financial and regulatory and compliance documents; online non-downloadable software for automating the generation of charts and graphs; online non-downloadable software for managing and automating project tasks; online non-downloadable software for publishing documents to various output formats

Goods & Services
Providing temporary use of online non-downloadable software for third parties to manage their shareholder reportings and regulatory and financial reportings on a global level; providing temporary use of online non-downloadable software for third parties to manage and provide improved controls, reduced errors, and consolidation of shareholder reportings and regulatory and financial reportings on a global level; providing temporary use of online non-downloadable software for third parties to automate the preparation of and improve consistency in the preparation of shareholder reportings and regulatory and financial reportings on a global level

Goods & Services
Providing temporary use of online non-downloadable software for third parties to manage their regulatory reportings on a global level

Goods & Services
Business consultation in the field of digital asset management and management of printed and electronic materials; business consulting services, namely, planning and managing workflow, and managing projects for business purposes; annual business meeting planning services; business information management; disclosure management services, namely, providing assistance creating, managing, and filing regulatory disclosure documents for others; business management and consulting services; business management consultation and services, namely, managing and administering non-core functions, namely, mailing and shipping, and information services; business management consulting related to creating printed and digital materials and the use of collaborative strategy and multichannel communication; computer database management services, namely, providing a pre-media database publishing service that enables customers to centrally manage, coordinate, store, and segment their corporate information for output to unique and variable versions in electronic and print formats; consultancy regarding business organization and business economics; proxy strategy and design services, namely, providing advisory services regarding choosing extensible business reporting language tags for purposes of preparing proxy statements by assisting users in communicating, producing and distributing proxy materials both electronically and in print; providing conferencing facilities for business meetings in the nature of in-person working groups to strategize and prepare documents, namely, providing on-site printing capabilities, electronic data gathering analysis and retrieval system filing capabilities, and typesetting capabilities; data processing services; database management; logistics management and fulfillment services in the field of printing, electronic printing, and business information; mailing list preparation; management and compilation of computerized databases; outsource service provider in the field of business operation and management for operating and assisting in the operation of a distribution center or warehouse facility containing printed documents and compliance materials of others; outsourcing services; project management services for business purposes in the field of publishing; supply chain management services in the field of print and digital publishing; transportation logistics, namely, arrangement of shipment of orders for others | Providing access to web sites on the internet; electronic transmission of text, photos, illustrations, and schematics | Mailing distribution services, namely, postal services of presorting, stuffing, sealing, postage metering, bundling, and delivering mail to post office | Printing services; digital printing; bindery services for others, namely, collating, folding, stapling, perforating, cutting, and binding of printed, photocopied, and typewritten materials; custom manufacture of printed publications and custom production of electronic publications, namely, digital printing of electronic publications to the order and specification of others; assembly of printed products for others; conversion of data or documents from electronic to physical media, namely, printing data or documents from electronic media | Online electronic publishing, namely, publishing of electronic publications; publishing of printed matter, namely, prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; desktop publishing for others; editorial consultation; digital imaging services; online digital imaging services used for the purpose of viewing, reviewing, and editing digital images, namely, providing a website featuring non-downloadable digital photographs; online digital imaging services used for the purpose of viewing, reviewing, and editing digital images, namely, editing of digital documents, charts, and graphs; translation services; written text editing | Design and development of computer software; developing customized web pages and other data feed formats featuring user-defined information; graphic art, layout, and print design; providing a website featuring technology that gives computer users the ability to simultaneously upload, create, and edit documents, printed publications, and online publications; software as a service (SAAS) services featuring desktop publishing software for use as a publishing platform; conversion of print materials into digital format; document data transfer from one computer format to another; providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure, and easy access to view, track, manage, retrieve, share, manipulate, edit, and revise digital content that includes concept drawings, copy, and pages over a worldwide computer network; providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure, and easy access to view, track, manage, retrieve, share, manipulate, edit, and revise schedules, contact information, work status, and project plans related to the production of graphic arts content that includes concept drawings, copy, and pages for users of graphic art production services over a worldwide computer network; providing temporary use of non-downloadable software via a global computer network which streamlines and organizes the design and collaboration process of producing prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; providing temporary use of non-downloadable software via a global computer network for providing access to an on-line document repository for document collaboration and storage; providing temporary use of non-downloadable software via a global computer network for providing complex financial communications for internal and external stakeholders, investors and regulators, including human-readable and machine-readable formats that meet business-level, industry standards-level, and regulatory validation guidelines; providing temporary use of non-downloadable software via a global computer network for customers which streamlines and organizes the process of design, storage of past designs, order entry, job tracking, and collaboration processes of producing prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; providing temporary use of online, non-downloadable software for multilingual translations services, namely, a translation management software system comprised of tools to enable multilingual communication and workflow automation, namely, translation memory and terminology management including topical terminology dictionaries and translation data banks and a search engine for content and translation management; providing temporary use of online, non-downloadable software via a global computer network to assist with public company compliance to electronically create, manage, edit, extensible business reporting language-tag and file financial reports; providing temporary use of on-line non-downloadable software for multiple users in varied geographical locations which allows electronic content including pages, concept drawings and written text to be tracked and viewed for the purpose of improving, sharing and editing content in real-time with the means for tracking and viewing such content in highly accurate color representations over a worldwide computer network; website design for others; providing temporary use of non-downloadable software to customers via a global computer network for ordering, customizing, routing, proofing, and tracking printed and digital content; media duplication of data and digital information; providing temporary use of online non-downloadable software for generating digital content including providing online non-downloadable software for integrating and streamlining financial reporting processes, namely, providing an online website featuring technology for creating, managing, collaborating, reviewing, analyzing, storing, editing and filing custom financial documents including extensible business reporting language tagging; design and development of computer databases; providing online, non-downloadable, Internet-based software application that enables publishing clients to manage publishing cycles and data transmission; electronic storage of data; software as a service (SAAS) services featuring software for secure, cloud-based file storage, transfer, collaboration and sharing; cloud computing featuring software for secure file storage, transfer, collaboration and sharing; computer consulting services in the field of facilitating communication and collaboration through secure online file storage, transfer and sharing; providing a web hosting platform for providing shareholder access to online enhanced proxy statements; online services featuring non-downloadable software to extract and summarize content from documents in legal and compliance settings, namely, providing temporary use of a web application for extracting and summarizing legal provisions from documents for due diligence, contract management and document drafting purposes, none of the foregoing focused on image processing for digital image enhancement and modification; conversion of data or documents from electronic to physical media, namely, recording of data or documents on optical, digital and magnetic media; Online digital imaging services, namely, providing a website featuring online non-downloadable software that enables users to view and review digital photographs; online computer services, namely, electronic imaging of photographs for the purpose of viewing and reviewing digital images, namely, digital documents, charts, and graphs | Electronic filing of public securities documents for others, namely, the filing of securities documents electronically with the relevant government administrative agency for others

Goods & Services
Providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure and easy access to view, track, manage, retrieve, share, manipulate, edit and revise digital content that includes images, concept drawings, advertisements, copy, and pages over a worldwide computer network


Goods & Services
Business consultation in the field of digital asset management and management of printed and electronic materials; business consulting services, namely, planning and managing workflow, and managing projects for business purposes; annual business meeting planning services; business information management; disclosure management services, namely, providing assistance creating, managing, and filing regulatory disclosure documents for others; business management and consulting services; business management consultation and services, namely, managing and administering non-core functions, namely, mailing and shipping, and information services; business management consulting related to creating printed and digital materials and the use of collaborative strategy and multichannel communication; computer database management services, namely, providing a pre-media database publishing service that enables customers to centrally manage, coordinate, store, and segment their corporate information for output to unique and variable versions in electronic and print formats; consultancy regarding business organization and business economics; proxy strategy and design services, namely, providing advisory services regarding choosing extensible business reporting language tags for purposes of preparing proxy statements by assisting users in communicating, producing and distributing proxy materials both electronically and in print; providing conferencing facilities for business meetings in the nature of in-person working groups to strategize and prepare documents, namely, providing on-site printing capabilities, electronic data gathering analysis and retrieval system filing capabilities, and typesetting capabilities; data processing services; database management; logistics management and fulfillment services in the field of printing, electronic printing, and business information; mailing list preparation; management and compilation of computerized databases; outsource service provider in the field of business operation and management for operating and assisting in the operation of a distribution center or warehouse facility containing printed documents and compliance materials of others; outsourcing services; project management services for business purposes in the field of publishing; supply chain management services in the field of print and digital publishing; transportation logistics, namely, arrangement of shipment of orders for others | Providing access to web sites on the internet; electronic transmission of text, photos, illustrations, and schematics | Mailing distribution services, namely, postal services of presorting, stuffing, sealing, postage metering, bundling, and delivering mail to post office | Printing services; digital printing; bindery services for others, namely, collating, folding, stapling, perforating, cutting, and binding of printed, photocopied, and typewritten materials; custom manufacture of printed publications and custom production of electronic publications, namely, digital printing of electronic publications to the order and specification of others; assembly of printed products for others; conversion of data or documents from electronic to physical media, namely, printing data or documents from electronic media | Online electronic publishing, namely, publishing of electronic publications; publishing of printed matter, namely, prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; desktop publishing for others; editorial consultation; digital imaging services; online digital imaging services used for the purpose of viewing, reviewing, and editing digital images, namely, providing a website featuring non-downloadable digital photographs; online digital imaging services used for the purpose of viewing, reviewing, and editing digital images, namely, editing of digital documents, charts, and graphs; translation services; written text editing | Design and development of computer software; developing customized web pages and other data feed formats featuring user-defined information; graphic art, layout, and print design; providing a website featuring technology that gives computer users the ability to simultaneously upload, create, and edit documents, printed publications, and online publications; software as a service (SAAS) services featuring desktop publishing software for use as a publishing platform; conversion of print materials into digital format; document data transfer from one computer format to another; providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure, and easy access to view, track, manage, retrieve, share, manipulate, edit, and revise digital content that includes concept drawings, copy, and pages over a worldwide computer network; providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure, and easy access to view, track, manage, retrieve, share, manipulate, edit, and revise schedules, contact information, work status, and project plans related to the production of graphic arts content that includes concept drawings, copy, and pages for users of graphic art production services over a worldwide computer network; providing temporary use of non-downloadable software via a global computer network which streamlines and organizes the design and collaboration process of producing prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; providing temporary use of non-downloadable software via a global computer network for providing access to an on-line document repository for document collaboration and storage; providing temporary use of non-downloadable software via a global computer network for providing complex financial communications for internal and external stakeholders, investors and regulators, including human-readable and machine-readable formats that meet business-level, industry standards-level, and regulatory validation guidelines; providing temporary use of non-downloadable software via a global computer network for customers which streamlines and organizes the process of design, storage of past designs, order entry, job tracking, and collaboration processes of producing prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; providing temporary use of online, non-downloadable software for multilingual translations services, namely, a translation management software system comprised of tools to enable multilingual communication and workflow automation, namely, translation memory and terminology management including topical terminology dictionaries and translation data banks and a search engine for content and translation management; providing temporary use of online, non-downloadable software via a global computer network to assist with public company compliance to electronically create, manage, edit, extensible business reporting language-tag and file financial reports; providing temporary use of on-line non-downloadable software for multiple users in varied geographical locations which allows electronic content including pages, concept drawings and written text to be tracked and viewed for the purpose of improving, sharing and editing content in real-time with the means for tracking and viewing such content in highly accurate color representations over a worldwide computer network; website design for others; providing temporary use of non-downloadable software to customers via a global computer network for ordering, customizing, routing, proofing, and tracking printed and digital content; media duplication of data and digital information; providing temporary use of online non-downloadable software for generating digital content including providing online non-downloadable software for integrating and streamlining financial reporting processes, namely, providing an online website featuring technology for creating, managing, collaborating, reviewing, analyzing, storing, editing and filing custom financial documents including extensible business reporting language tagging; design and development of computer databases; providing online, non-downloadable, Internet-based software application that enables publishing clients to manage publishing cycles and data transmission; electronic storage of data; software as a service (SAAS) services featuring software for secure, cloud-based file storage, transfer, collaboration and sharing; cloud computing featuring software for secure file storage, transfer, collaboration and sharing; computer consulting services in the field of facilitating communication and collaboration through secure online file storage, transfer and sharing; providing a web hosting platform for providing shareholder access to online enhanced proxy statements; online services featuring non-downloadable software to extract and summarize content from documents in legal and compliance settings, namely, providing temporary use of a web application for extracting and summarizing legal provisions from documents for due diligence, contract management and document drafting purposes, none of the foregoing focused on image processing for digital image enhancement and modification; conversion of data or documents from electronic to physical media, namely, recording of data or documents on optical, digital and magnetic media; Online digital imaging services, namely, providing a website featuring online non-downloadable software that enables users to view and review digital photographs; online computer services, namely, electronic imaging of photographs for the purpose of viewing and reviewing digital images, namely, digital documents, charts, and graphs | electronic filing of public securities documents for others, namely, the filing of securities documents electronically with the relevant government administrative agency for others

Goods & Services
Provision of virtual data room services to assist buyers and sellers with exchanging, organizing and presenting data and information; provision of virtual deal room services for document due diligence, collaboration and exchange; provision of an online marketplace which facilitates and streamlines opportunities to strategically connect buyers and sellers, assist businesses with access to capital and business deals, provide business information exchange services, and assist buyers and sellers with business analytics | Providing temporary use of on-line, non-downloadable software to securely and interactively upload, access, extract, summarize, analyze, organize, store, exchange, manage, review, edit, track, locate, navigate, share and communicate about secured documents, files, videos, media content and information for the purpose of due diligence, deal evaluation, collaboration, exchange, analytics, contract review, contract management, and document drafting purposes; providing temporary use of on-line, non-downloadable software that provides a secure environment to allow buyers and sellers to create and share deal materials



Goods & Services
Providing a website featuring technology, namely, a non-downloadable mobile-user interface software that provides a secure document exchange and management environment to allow users to securely collaborate, manage and track business content and communications



Goods & Services
Providing a web-based system and online portal featuring online non-downloadable software which allows users to review, track, audit, and approve for filing, documents containing extensible business reporting language tagging

Goods & Services
Providing temporary use of non-downloadable software via a global computer network for providing access to an on-line document repository for document collaboration and storage

Goods & Services
Providing a website featuring automated tracking and capture of electronic data from securities and exchange commission filings for the mutual fund, insurance, and broker market

Goods & Services
"6-K"

Goods & Services
Providing temporary use of non-downloadable software via a global computer network for electronic document editing for the financial markets community serving investment banks, security law firms, corporations and investment funds

Goods & Services
computer software, namely tools and models enabling users to access, organize, and download financial data, except for direct use by the medical and healthcare service industries | Financial information in the nature of financial data provided by electronic means, except for direct use by the medical and healthcare service industries

Goods & Services
Licensing computer software for use in data base management for managing the content of prospectuses

Goods & Services
COMPUTER SOFTWARE, NAMELY, FINANCIAL SOFTWARE FOR THE AUTOMATED PREPARATION, MANAGEMENT, AND PRODUCTION OF MUTUAL FUND FINANCIAL REPORTS AS TYPICALLY USED IN SHAREHOLDER REPORTS, INCLUDING GENERAL LEDGER FINANCIAL STATEMENTS, STATEMENTS OF INVESTMENTS, AND RELATED FOOTNOTE MATERIAL; "Fundsuite"

Goods & Services
Financial services, namely, providing financial analysis and financial information via a global computer network

Goods & Services
computer services, namely, information storage and retrieval in the field of financial regulatory filing documents






