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Blackout windows

Trading windows are enforced: transactions inside a blackout require an audited admin override.

Insiders: blackout windows
The blackout windows card with a named Q3 earnings blackout running from September 25 to October 15, 2026 Eastern Time
Blackout windows on the Insiders screen. Logging an insider transaction inside a window prompts a warning before the Form 4 clock starts.

Setting windows

An active window shows a banner so everyone knows the window is closed.

  1. Open Insiders and define the blackout window, typically around earnings.

Enforcement

Recording a transaction dated inside a blackout window is blocked, not just flagged. A company admin can record it with a written override reason, for example a sale executed under a pre-existing Rule 10b5-1 plan.

Note

The override and its reason are written to the audit trail.

What blackouts are not

TakePublic records and enforces your policy inside the product; it does not replace your insider trading policy or pre-clearance process. Confirm your policy with counsel.

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Form 5 written representations

Send single-use links from the Insiders page so each reporting person affirms whether a Form 5 is required for year-end.

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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.