Who it serves
TakePublic for OTCID companies
The OTCID certification, verified profile and fee beside the federal calendar.
- Who it is for
- OTCID companies reporting to the SEC
- What you run
- SEC filings and OTC Markets dates
- Certification
- 45 days after the annual report due date
- Not a fit
- Alternative reporting companies
- Plan
- Monitor or Section 16; Core in closed beta
What TakePublic tracks for OTCID
- 01File the annual report
- 02Certification computed
- 03OTCIQ verification, twice yearly
- 04EDGAR Next confirmation
- 05Fee date as a matter
- Certification date45 calendar days after the annual report due date, rolled off weekends and SEC holidays, with the document generated for posting through OTCIQ.
- Fee and market testsAdd the fee date as a matter with the date counsel sets; TakePublic does not monitor bid price, market capitalization or public float.
What OTC Markets requires
- Management certificationOnce before joining, then each year concurrently with the annual report and no later than 45 calendar days after the annual report due date (OTCID Rules, section 2.B).
- Verified profileVerified through OTCIQ before joining and at least every six months after (section 2.A).
- Fees$8,040 a year for the OTC Disclosure & News Service and a $3,500 application fee, on the Corporate Services Fee Schedule.
- Share dataAuthorized and outstanding shares reported through the Transfer Agent Verified Shares Program, or directly when the company is its own transfer agent.
- Removal is automaticFailing a section 1 or 2 requirement means immediate removal from OTCID (section 3); companies that fell out at launch moved to Pink Limited or the Expert Market.
12(g) versus 15(d)
- Section 12(g)10-K, 10-Q and 8-K, plus Section 16, the proxy rules and Schedules 13D and 13G, so directors, officers and 10% holders owe Forms 3, 4 and 5.
- Section 15(d) only10-K, 10-Q and 8-K without the Section 12 companions, so insiders owe no Forms 3, 4 or 5.
- Read the coverThe 10-K cover lists securities registered under Section 12(b) and 12(g); a 15(d)-only reporter shows none, and counsel confirms the basis.
- Alternative reportingOTCID also admits companies that disclose only through OTC Markets under Rule 15c2-11; they are not SEC registrants and cannot onboard.
Which plan fits
- MonitorThe Company calendar with the SEC dates, the OTCID certification, OTCIQ verification dates and the EDGAR Next confirmation, with email alerts in ET.
- Section 16For 12(g) registrants: Forms 3, 4 and 5 drafted from your roster and filed after your designated reviewer, such as your securities attorney, signs off.
- Core, in closed betaDrafts the 10-K, 10-Q, 8-K and NT notices from your books; request access on the pricing page.
Frequently asked questions
What is OTCID?
The OTC Markets basic tier launched July 1, 2025, replacing Pink Current: baseline disclosure, an annual management certification and a verified profile. Companies that did not qualify moved to Pink Limited or the Expert Market.
When is the OTCID management certification due?
Concurrently with the annual report, and no later than 45 calendar days after the annual report due date, rolled off weekends and SEC holidays. All deadlines ET.
What does OTCID cost?
The Corporate Services Fee Schedule lists $8,040 a year for the OTC Disclosure & News Service and a $3,500 application fee.
We disclose through OTC Markets, not EDGAR. Can we use TakePublic?
Not today. TakePublic serves SEC registrants and builds the workspace from the company's domestic EDGAR history, which alternative reporting companies do not have.
Do our insiders file Forms 3, 4 and 5?
If your equity is registered under Section 12(g), yes. If you report only under Section 15(d), Section 16 does not apply. Your 10-K cover shows which.
Official sources
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