Features
Manage your SEC
Insider Reporting
Effortlessly
Simplify your Section 16 Forms in five steps
1. Enter
2. Create Filers
3. Create Form
4. Validate
5. Submit
Our Section 16 web based self filing solution allows issuers, insiders, attorneys, and filing agents to submit Forms 3, 4, and 5 at an affordable price directly to the SEC within minutes. Our system includes a variety of features in order to make filing convenient and easy, including the ability to:
Easy Filings
- Save, archive, and re-use forms for use in future filings
- Add multiple reporting owners to one form
- Upload Power of Attorney or other allowed exhibits
- Add multiple reporting owners to one form
Time-Saving Automation
- Manage SEC filers: sync profile with SEC public data, manage EDGAR codes, etc.
- Footnote Library allows storage and easy import of footnotes
- Track reporting owner holdings for auto-population into forms
- Auto-populate filer relationship and other data into the forms
Take Control of the Process
- Create and email proofs to third-parties
- Add multiple emails for automatic SEC filing notification
- Check SEC filing status on the site
SEC Compliance
- Proper field validation to ensure your form meets SEC standards
- Form and field tips provided to help you stay compliant
- Test and live file directly to the SEC
TAGGING CUSTOMIZATION
- Create tags for footnotes, entities/filers, holding rows
- Categorize at individual footnote and transaction data-levels on any form
- Sort and filter by custom tags
Other great reasons to
choose our section 16 solution include
Time Efficiency
Go at your own pace when creating your filing, making changes, sending proofs, or live filing. Our system provides tips, validation and the necessary tools to help you submit your filing with ease in a timely fashion.
User Friendly
We've reduced complications of the filing process by creating a user-friendly design that is easy to understand and navigate through.
Gain Control & Eliminate Risk
Manage the entire process yourself without having to rely on third-parties for proofs, corrections or potential errors.
Accessibility
The software is entirely web-based and allows you to securely access your information from any device, anywhere in the world, 24 hours a day, 7 days a week.