Who it serves

TakePublic for OTC-quoted companies

The federal calendar and the OTC certification dates on one ET calendar.

Who it is for
OTCQX, OTCQB and OTCID domestic filers
What you run
SEC dates and OTC certifications
Certification
45 days after the annual report due date
Foreign private issuers
Not open yet
Plan
Monitor or Section 16; Core in closed beta
45d
TP OTC OTC-quoted OTCQX, OTCQB, OTCID

How the two calendars meet

  1. 01File the annual report
  2. 02Certification due in 45 days
  3. 03Post through OTCIQ
  4. 04Verify the profile

The dates

Domestic-form filers get the same 10-K, 10-Q, 8-K, NT notice and Section 16 tracking as exchange-listed companies. Weekend and SEC holiday due dates roll forward. All deadlines ET.

45dCertification 60-90d10-K, by filer status

Which plan fits

Who is eligible

Frequently asked questions

When is the OTCQB management certification due?

45 calendar days after the annual report due date, rolled to the next business day when that date falls on a weekend or SEC holiday. OTCQX and OTCID use the same 45-day pattern. All deadlines ET.

Can we keep our current drafting vendors?

Yes. Monitor is built for that: calendar, alerts, health score, and Form 4 deadline tracking without in-app drafting or filing.

Do OTC companies need counsel sign-off on TakePublic?

On Monitor, no attorney is required because you are not filing through the app. On Section 16, the reviewer your company designates, such as your securities attorney, signs off every Form 3, 4 and 5 TakePublic prepares before it reaches EDGAR; on Core, your securities attorney signs off every filing.

Are Pink Limited companies supported?

Alternative-reporting companies see OTC disclosure deadlines instead of 10-Ks and 10-Qs on the calendar. Ask during onboarding if your tier is a fit.

Is exchange uplisting included?

No. TakePublic covers ongoing SEC reporting for domestic issuers; exchange uplisting programs are outside the product scope.

Get started

Every deadline on one calendar.

Set up from your public EDGAR history in a few minutes. Your counsel's seat is free.

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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.