DFIN Case Study - How Staar Surgical Elevated Their Proxy Statements Through ActiveDisclosure - Final

Sep 30, 2026

DFIN case study detailing how STAAR Surgical improved proxy statement workflows using ActiveDisclosure. The document explains the business challenge of enabling legal and finance teams to collaborate more efficiently on proxy disclosures, beyond existing ActiveDisclosure use for SEC filings. It outlines the solution and key capabilities: secure sharing, modern multi-column design with advanced styling and graphics, familiar interfaces for different teams, Excel-linked data workflows, and streamlined creation, review, sign-off, and secure, expert-supported filing and communication outcomes.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages7

Reading Time18 min

AccessFree to download

Corporate Snapshot

Challenge

Solution

Easy-to-Use Collaboration Features

Modern Designs with Impressive Graphics

Familiar User Interface for Team Members

Key Benefits by ActiveDisclosure

Collaborative

Efficient

Connected

Expert-driven

Secure

DFIN CASE STUDY How Staar Surgical elevated their proxy statements through ActiveDisclosure CORPORATE SNAPSHOT STAAR Surgical (NASDAQ: STAA) designs, develops, manufactures and markets implantable lenses for the eye and companion delivery systems. Founded in 1982 Headquartered in California 13% growth 2024 versus 2023 $322Mnet sales Fiscal year 2023 CHALLENGE Making it easier for legal and ﬁnance teams to work together STAAR Surgical was successfully using ActiveDisclosure for ﬁnancial reporting and SEC ﬁling, and greatly beneﬁted from the easy-to-use and time-saving collaboration it enabled among its ﬁnancial team. They wanted to experience similar beneﬁts during their proxy disclosure projects involving legal staﬀ, ﬁnancial staﬀ and others. SOLUTION Use ActiveDisclosure for proxy statements STARR Surgical was already using ActiveDisclosure for preparing and ﬁling SEC Forms 8-Ks, 10-Qs and 10-Ks, so using it for proxy statements was a natural next step. DFIN is continuously innovating its solutions, and recent enhancements further expanding content design, layout, and styling capabilities made it possible for STAAR to upgrade its proxy disclosure with ActiveDisclosure software backed by DFIN project management and subject matter experts. EASY-TO-USE COLLABORATION FEATURES Securely share document access with internal and external users. MODERN DESIGNS WITH IMPRESSIVE GRAPHICS Multi-column formats, advanced text styles, graphical charts and more. FAMILIAR USER INTERFACE FOR TEAM MEMBERS Links to Excel for ﬁnancial staﬀ and works like Word for legal staﬀ. ActiveDisclosure has helped improve our public reporting and disclosure efforts by making it easier for the legal and ﬁnancial reporting teams to collaborate. Working together on a document in the platform, while sharing ideas and reviewing each other's work, drives better results.” “Now, doing our proxy in ActiveDisclosure means we can prepare a quality document with good disclosure that also looks good and will represent the company well. I love that ActiveDisclosure makes it easy to use more charts, colors and graphics.” NATHANIEL (NATE) SISITSKY Senior VP, General Counsel and Corporate Secretary STAAR Surgical ActiveDisclosure streamlines proxy statement projects. ActiveDisclosure improves proxy communications and is backed by proxy strategy and design experts. Highly intuitive collaboration tools help optimize productivity for teams of any size. Seamless integration with Excel and other data sources saves time, reduces errors and lowers costs. Unsurpassed security ensures peace of mind. HIGHLY STYLIZED DESIGNS Increase visual interest and amplify your company story with brand colors, fonts, imagery, infographics and more COLLABORATIVE Optimizes productivity with powerful collaboration features like sign-off workflows and task assignments EFFICIENT Streamlines proxy statement creation and filing with features like data linking, commenting, Intelligent iXBRL tagging and more CONNECTED Simple integration to your current data sources and tech stack (e.g. Excel, ERP) with outputs to various formats including PPT EXPERT-DRIVEN 24/7/365 support by DFIN experts dedicated to your success SECURE Best-in-class, built-in security tools ensure mitigation of data and risk Get in touch [DFINsolutions.com](DFINsolutions.com) 35 West Wacker Drive Chicago, Illinois 60601 United States +1 800 823 5304 APAC: +852 2522 3803 EMEA: +44 203 047 6100 LATAM: +55 11 3031 6327

FAQs

What challenge did STAAR Surgical face with proxy statement projects?

They needed to make it easier for legal, finance, and other teams to collaborate during proxy disclosure work, building on benefits they already saw in financial reporting and SEC filing.

Why was ActiveDisclosure a natural solution for STAAR Surgical?

STAAR Surgical was already using ActiveDisclosure to prepare and file SEC Forms 8-K, 10-Q, and 10-K, so extending it to proxy statements aligned with existing processes and tooling.

Which ActiveDisclosure features supported the collaboration and workflow improvements?

The case study highlights secure access sharing for internal and external users, collaboration on the same document with review and idea sharing, and productivity tools such as sign-off workflows and task assignments.

Sep 30, 2026

Upload by Olivia Brown