How deadlines are computed

Inputs

TakePublic computes statutory deadlines from your fiscal year end and filer status (non-accelerated, accelerated, or large accelerated). The rules engine runs in Eastern Time (ET), the clock the SEC uses.

Weekend and holiday rolls

Due dates that fall on a weekend or SEC holiday roll forward to the next business day (Rule 0-3 style). The compliance calendar and alerts use the rolled date.

Event-driven forms

Event-driven forms run on a separate clock from periodic 10-K and 10-Q deadlines.

• Form 8-K is due four business days after the trigger date.
• Form 4 is due two business days after the transaction date.
• Form 3 is due ten calendar days after becoming an insider.
• Form D is due 15 calendar days after the date of first sale.
• A Schedule 13D, or a 13G for a passive investor under the 2024 amended rules, is due five business days after crossing 5%.

Only obligations that apply to you

The calendar is gated on your registration and market tier, so it never nags you about filings you do not owe.

• Companies reporting only under Section 15(d) see no proxy or Section 16 entries.
• Section 12 issuers get Part III proxy and information statement obligations; filing a DEF 14A or DEF 14C satisfies that calendar entry.
• Alternative-reporting companies see OTC disclosure deadlines instead of 10-Ks and 10-Qs.
• OTCQX, OTCQB, and OTCID tiers get annual Management Certification and OTCIQ profile verification dates; Pink Limited annual and those certification deadlines can generate downloadable OTC documents for the company to post through OTCIQ.
• Section 12 issuers get a year-end Form 5 check, due 45 days after fiscal year end, to confirm insider Form 5 filings or collect written representations that none are required.
• A filer status review entry asks you to enter public float and optional revenue so the platform can suggest accelerated or large accelerated status.
• Tracked matters cover work TakePublic does not draft, such as registration statements with outside counsel, Form 25, and other company-specific obligations.

When your profile changes

Editing the fiscal year end, filer status, tier, or registration basis in Settings recomputes the whole calendar.