Forms 3, 4, and 5, insider filer codes, blackout windows, and D&O questionnaires.
Track reporting persons, record transactions, and draft Section 16 forms filed under each insider's own CIK.
Trading windows are enforced: transactions inside a blackout require an audited admin override.
Send single-use links from the Insiders page so each reporting person affirms whether a Form 5 is required for year-end.