Determine filer status
On the filer status review calendar entry, enter public float and optional revenue; the calculator suggests accelerated or large accelerated status with an audit trail.
Open the filer status review
Your filer status sets the day counts for the year's 10-K and the next year's 10-Qs; Rule 12b-2 measures it by public float on the last business day of fiscal Q2.
Confirm or change it once a year on the Confirm filer status entry of the Company calendar, from the day after that close.
The review estimates the Q2 public float from your filed share count, the Q2 closing price and the holders treated as affiliates (your roster and Schedules 13D and 13G), and names the status that float points to.
- Confirm records the status shown for the year.
- Or Record public float opens the Q2 public float calculator, prefilled from EDGAR and your roster, to correct the float. The most recent audited annual revenue is optional; with it the smaller reporting company revenue test runs.
Until the day after the fiscal Q2 close the entry is a dated row with no button: the calendar shows "Opens Jan 1, 2027 ยท due Jan 15, 2027 (ET)", the dashboard leaves it out, and the panel says "Nothing to do until Jan 1, 2027. We'll put Confirm here then." TakePublic refuses an early confirm with the same sentence, so nothing is written to the filer status record before the quarter closes.
More detail
This checkpoint is the only place the public float is recorded and, after your first determination, the only place the filer status changes; Settings shows both read-only with their source.
Counsel sees the same row as a fact, Unconfirmed with Open, and its panel shows the review's facts with no Confirm or Record public float; confirming is the company's.
How the calculator works
The calculator's result is a suggestion until you apply it. The thresholds are Rule 12b-2's, measured on the public float as of the last business day of the most recently completed second fiscal quarter and applied at fiscal year end.
- Entry thresholds: $75M public float for accelerated, $700M for large accelerated.
- Exit thresholds: an accelerated filer stays one until its float falls under $60M, a large accelerated filer until under $560M.
- Smaller reporting company revenue test: annual revenue under $100M with float under $700M keeps the company non-accelerated, whatever the float.
- A company with no annual report on file yet is a non-accelerated filer until it has filed one.
Confirm with counsel, then apply
Confirm the result with your securities counsel first. Apply and confirm records the determination for that fiscal year end under your name, confirms the checkpoint, updates the filer status shown in Settings and reschedules deadlines.
TakePublic is a technology platform, not a law firm; the calculator is a recorded aid, not a determination of your legal status.
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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.