Every SEC deadline tracked

Track your SEC deadlines, filings and insider trades. We file Forms 3, 4 and 5 after your designated reviewer signs off.

Create free account How TakePublic works

Or run a free compliance scan

Home: good afternoon, a compliance health score of 100, grade A, the next deadline in 2 days, insider reports on time; the deadlines table with a Form 4 due in 2 days, a Form 3 due in 7 days, a 10-Q due in 26 days and a Schedule 13G; the company check verified, 8 of 8 checks done.
2 business days
Form 4 clock, tracked from the trade date in ET
$0
counsel and law firm seats are free
100%
filings reviewed and signed before EDGAR
10,060
SEC filings checked in the Core preview, zero contradictions
NYSE
NASDAQ
NYSE AMERICAN
OTCQX
OTCQB
OTCID

Built for SEC registrants that report on EDGAR, on any exchange or OTC tier. 10-K, 10-Q, 8-K, and Section 16 deadlines, in Eastern Time.

One calendar. Every filing.

Track

Every deadline from EDGAR, in Eastern Time.

File

Insider forms drafted, signed off, transmitted.

How it works

From EDGAR to a filed Form 4 in five steps

Set up once from your public EDGAR history. Each insider filing then follows the same five steps, and your designated reviewer decides.

01Public history
TakePublic™ Step 01 Set up from EDGAR
0230 days out to past due
TakePublic™ Step 02 Deadlines tracked, alerts in ET
03Form 4 drafted
TakePublic™ Step 03 Record the trade in plain English
04Signature required
TakePublic™ Step 04 Your reviewer signs off
05Insider's own codes
TakePublic™ Step 05 We transmit to EDGAR

Every deadline lands on the Company calendar. The software drafts each form; your team and your designated reviewer decide. Already have a form your law firm prepared? Upload it and we check it and file it.

SEC EDGAR filing agent CIK 0002150715

TakePublic holds its own SEC filing-agent credentials, so we can file directly, or hand the signed form to your current filing agent. Each insider stays the filer of record for their Forms 3, 4 and 5.

Pricing

Simple, fixed pricing

Monitor is free and Section 16 starts with a 14-day free trial. No per-filing fees, and counsel and law firm seats are free.

Billing
TP Monitor

Monitor

Track deadlines and the public filing record while your existing vendors keep filing.

Free

No card, no time limit

Start free
  • Company calendar with ET deadlines and alerts
  • Health score from your real EDGAR history
  • Insider roster with Form 3, 4 and 5 deadline tracking and blackout windows
  • Trade pre-clearance requests and approvals
  • Deadlines reconcile from EDGAR, and your vendors keep filing
  • Upgrade to Section 16 anytime
TP Section 16

Section 16

Prepare or upload Forms 3, 4 and 5, then your reviewer signs off, the insider signs, and we file on EDGAR.

$833 / month

Billed $9,990 yearly

Save $1,998 a year

$999 / month

or $9,990 a year, 2 months free

Start free trial Start free trial

14-day free trial. $0 today. Then $9,990 a year unless you cancel.

14-day free trial. $0 today. Then $999 a month unless you cancel.

Cancel any time before the trial ends and you stay on free Monitor.

  • Everything in Monitor
  • Forms 3, 4 and 5 drafted from your roster and filed on EDGAR
  • Your designated reviewer, such as counsel, signs off on what we prepare
  • Upload forms your law firm already prepared, and we check and file them
  • Year-end Form 5 confirmation requests to each insider
  • Trades inside a blackout window are flagged
TP · CORE

Core

Core is in closed beta with a small group of filers. Drafts and files 10-K, 10-Q, 8-K, NT notices, Form D, and Forms 3, 4 and 5.

Closed beta

  • Everything in Monitor and Section 16
  • 10-K, 10-Q, 8-K and NT notices drafted from your books, filed with Inline XBRL
  • Pre-draft books check and automated tie-outs
  • Securities counsel signs off on your 10-K, 10-Q, 8-K and NT notices
  • Auditor access for your audit firm

Trust

Built to hold up under audit

The controls are the product. Every one is designed to hold up to an SEC examiner, your auditor, and your own board.

Trust 01 A sign-off on every filing we prepare Signed off on the exact version before filing: by your designated reviewer for Forms 3, 4 and 5, by a securities attorney otherwise.
Trust 02 A tamper-evident record Every action is recorded in order and cannot be rewritten or removed. The complete record exports with you if you leave.
Trust 03 Drafts handled as inside information Draft filings are material nonpublic information until filed. A written policy and need-to-know access limit who sees them.
Trust 04 A platform, not a law firm Your attorney carries the legal judgment. We carry errors-and-omissions cover on the platform.

Free scan

See where you stand, free.

Type a ticker, CIK or company name and the scan grades its filing record from EDGAR. No account needed.