Plans and pricing

Monitor

Monitor is $499 per month, or $4,990 a year: TakePublic tracks your deadlines and insiders while your own filing agent keeps filing.

• 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; your vendors keep filing

Section 16

Section 16 is $999 per month, or $9,990 a year.

• Everything in Monitor
• Forms 3, 4 and 5 drafted from your roster and filed on EDGAR
• Your securities counsel (a required seat) signs off on what we prepare
• Upload forms your law firm already prepared; we check and file them
• Year-end Form 5 confirmation requests to each insider
• Trades inside a blackout window are flagged

Monthly or annual billing

Monitor and Section 16 bill monthly or yearly; a year costs ten months' price. Core bills monthly.

• An annual plan is charged once at the start of the year and renews on the same date until you cancel.
• Monthly to annual starts a new year today: the year is charged now, less the unused part of the current month. Switch to annual on Settings › Billing shows today's charge before you confirm.
• Annual to monthly waits for the paid year to end, and nothing is charged today; Keep annual withdraws the switch any time before the renewal.
• A plan change on annual billing stays annual and prorates the rest of the year.
• Canceling keeps the plan to the end of the paid year; the refund policy applies to that year's payment.

Companies reporting only under Section 15(d)

Section 16 applies only where a class of equity is registered under Exchange Act Section 12(b) or 12(g), so a company reporting only under Section 15(d) (registered debt, a non-traded REIT or BDC) owes 10-K, 10-Q and 8-K and no Forms 3, 4 and 5. TakePublic reads the 12(b) and 12(g) boxes on your filed 10-K cover to tell; such a company is not offered Section 16, and Monitor covers its calendar.

Core

Core is in closed beta with a small group of filers: it drafts and files the 10-K, 10-Q, 8-K and NT notices from your books, alongside Forms 3, 4 and 5.

It is not for sale and has no posted price. Tick Request access on the Core card, on the plan step or under Change plan, and we will be in touch.

Checkout

Choose a plan from Settings › Billing or at sign-up and pay through Stripe. A card starts the plan at once. With a bank debit the plan starts while the payment clears; a live EDGAR filing waits for it unless the filing is due within four business days.

Checkout takes a card or a US bank debit; there is no pay-by-invoice option in it. For another arrangement, write to the team in Help.

One plan per company

A plan covers one company, whatever the size of its insider roster: the price has no per-insider fee. Each company has its own workspace and its own plan. One login reaches every company where you hold a seat, and the company menu switches between them.