Delegate to TakePublic in EDGAR Next

Why codes are not enough

The company, and each reporting person, must delegate filing authority to TakePublic's EDGAR account (CIK 0002150715) before anything can be transmitted; a CIK and CCC alone are not accepted.

Rule: under EDGAR Next, EDGAR accepts a submission for a filer only from that filer's own EDGAR account or from an account the filer has delegated to (a delegated entity). TakePublic transmits every filing with its own account: the company's 10-K, 10-Q or 8-K, and each reporting person's Form 3, 4 or 5.

TakePublic's EDGAR account is TakePublic, CIK 0002150715. Delegate only to that CIK and check the account name the dashboard shows before you confirm.

Who can delegate

Only an account administrator on the company's own EDGAR account can do this. Only an account administrator on a reporting person's own EDGAR account can do this: a reporting person, a company contact a reporting person has added as an account administrator on that account, or the filing agent's staff who administer it. The company's own EDGAR account administrator cannot delegate for a reporting person otherwise.

A company admin who is not an account administrator on the person's EDGAR account sees the delegation only after the person (or their administrator) completes it.

Ask Maren to set up EDGAR access, named for the person in their Roster review sheet (the Not ready to file pill), emails them the steps below with their own CIK; Ask everyone to delegate, in the queue's toolbar or the Insiders page's More menu, does the same for everyone not yet Active.

Steps on the EDGAR Filer Management dashboard

The SEC's own steps for delegating authority to file, in the SEC's order. The account administrator does this once per filer.

1. Sign in to EDGAR Filer Management with Login.gov as an account administrator for the filer.
2. Under My Accounts, select the filer (the company, or the reporting person's own CIK).
3. Choose Manage Delegations and User Groups, then Add Delegation.
4. Enter CIK 0002150715 and choose Verify CIK. The account shown must read TakePublic.
5. Choose Delegate, then confirm with Yes, delegate.
6. Come back here and press Check with EDGAR.

Check with EDGAR

EDGAR is the source of truth, so there is nothing to tick: press Check with EDGAR and the status line becomes whatever EDGAR shows.

1. For the company, open Settings › EDGAR and its Delegation tab; for a reporting person, open their record from the Insiders page (the roster's Can file chip reads each person's codes and delegation state) and choose the button in their name, such as Let TakePublic file for Maren Holt, in the record's EDGAR filing section.
2. Press Check with EDGAR. The first check that finds the delegation Active is recorded with your name and the time in the audit trail.
3. A reporting person with their own TakePublic account can check too: Settings › EDGAR, the Delegation tab, Check with EDGAR under the steps. Their delegation is one for every company, so each company that lists them sees the answer.

• Not delegated: EDGAR has not been asked yet.
• Not yet visible: EDGAR lists no delegation from the filer yet.
• Pending: EDGAR lists the invitation; it turns Active once TakePublic accepts, usually within one business day.
• Active: EDGAR confirms TakePublic can file for the filer.

Switching from another filing agent

Switching moves your insiders' Forms 3, 4 and 5 from your current agent to TakePublic. Both delegations can stand at once, so there is no gap.

On Insiders, one row says who files your Section 16 forms and where the switch stands; its button opens the steps, and Settings › Insider program opens the same ones:

1. Name your current agent, prefilled from EDGAR.
2. We ask them for the handover: one email with your insiders' CIKs and EDGAR's bulk delegation steps.
3. Delegation to TakePublic: each account's administrator adds it.

• The request never asks for a code, and only EDGAR's own check, not your agent's tick, turns a row Active.
• It asks your agent to make someone at your company an account administrator before leaving: an individual's EDGAR account needs one, or the insider must file a new notarized Form ID (17 CFR 232.10(d)(2)). TakePublic stays a delegated entity, never an administrator.
• Until a company admin presses Switch to TakePublic on a person's record or draft, your agent keeps filing, their drafts wait and their row on Insiders reads Current agent; then remove your agent's delegation on EDGAR.
• Ask EDGAR to request delegations sends TakePublic's delegation request to the administrators of each insider you confirm authorized it, where their account allows requests.
• Read codes from EDGAR reads an Active insider's code as the delegated entity once you confirm they authorized it, stored encrypted and tested with EDGAR before use.
• Keeping your current agent or preparer firm? A company admin chooses it on the first step (Who files your Section 16 forms?), and so does a preparer or law firm the company turned on Can choose who files for, its own firm included; the row then names who chose. TakePublic still prepares each form, routes counsel's review and collects the signatures, and asks nobody for EDGAR codes or a delegation. After the signature, Download for your filing agent and Mark as sent via your agent finish each form whose insider has not delegated to TakePublic; when EDGAR shows the filing, TakePublic links its accession number, and typing it yourself stays optional. An insider who delegates to TakePublic anyway gets Submit to EDGAR. Choosing TakePublic there later moves back in one step.

Keeping your current filing agent

A reporting person at a company TakePublic files for chooses on their Delegation step with Choose filing agent, which asks who sends their Forms 3, 4 and 5: TakePublic, which shows the EDGAR Next delegation steps and Check with EDGAR, or My current filing agent, which takes the agent's name if they like and Keep my agent. EDGAR lets a person give more than one filer access, so delegating to TakePublic doesn't remove their current agent's access.

Keeping the agent is one choice for the person's one EDGAR account, and each company TakePublic files for confirms it. A company admin sees {name} wants to keep their filing agent on Home with Confirm and Ask them to delegate, and the same answer on the person's record, on the EDGAR filing tab, with Revert once confirmed. The person can't confirm their own choice.

• Until the company confirms, the person reads Waiting for {company} to confirm and TakePublic keeps asking for the delegation; requests they start wait as before.
• Once confirmed, TakePublic stops asking them to delegate at that company, still prepares their forms and collects their signature, and the last step offers Download for your filing agent and Mark as sent via your agent.
• Their requests open on that company's confirmation while the company is verified.
• The person can switch with Delegate to TakePublic instead in Settings › EDGAR, Delegation; choosing to keep the agent again asks each company again. Each change is in the company's audit trail.

What is blocked without it

Until EDGAR shows the filer's delegation Active, TakePublic can't send the form and refuses Run simulated submission and a live transmit. On Forms 3, 4 and 5 the filer is the reporting person, so the company's delegation does not cover them.

The last step then offers Download for your filing agent, then Mark as sent via your agent: you check one sentence saying your filing agent has this exact signed document and TakePublic did not transmit it, and the filing waits on EDGAR. On a Form 3, 4 or 5 TakePublic links the accession number once EDGAR shows it; Record the accession number stays available.

If EDGAR refuses a submission or code test with TakePublic is not the filer's delegated agent, the delegation is missing or inactive: TakePublic records EDGAR's words on the filer's card and holds transmits until a fresh check finds it Active.

Where this comes from

The steps follow the SEC's EDGAR Next how-to guide Understand and Manage Delegation and the EDGAR Filer Manual, verified against those sources on September 16, 2026.