How TakePublic imports your insider history
Filed Forms 3, 4, and 5 and beneficial-owner schedules are pulled from the SEC's public EDGAR archives to fill your roster and transaction ledger.
What gets imported
TakePublic reads the Forms 3, 4, and 5 (and amendments) already filed against your company and turns them into roster entries and transaction ledger rows.
Each row is tagged with the filing's accession number so re-runs never duplicate anything. Reporting persons are named in title case from EDGAR's filed name, which stays on the record; a roster entry you added by hand with no CIK takes the filed CIK when the names match, marked for you to confirm.
Beneficial ownership schedules (Schedule 13D and Schedule 13G) are imported separately to fill the beneficial owners roster.
More detail
When a schedule's document could not be read, its row links the filing and names no holder, and one line over the Owners tab says so ("2 of 9 filings name no holder yet: the schedule's document was not read from EDGAR, so the row links the filing. Open the filing for the cover page, or Sync EDGAR to read the documents again.").
Where the data comes from
Everything comes from the SEC's public EDGAR archives for your company's CIK. The import is read-only: TakePublic downloads filed documents and nothing is sent to the SEC.
When it runs
The import runs automatically when your workspace is first activated. You can re-run it anytime with Sync EDGAR on the Insiders page; re-runs pick up newly filed forms, skip everything already imported, and reconcile the Form 3 rows they inform right away.
If the first import fails (for example, EDGAR is briefly unavailable), TakePublic retries automatically within a day, and the manual import works immediately.
How long it takes
The import fetches each filed form from EDGAR one at a time, at the SEC's required request rate. A company with a long filed history takes longer. While it runs, the Insiders page shows how many of the filed forms have been read so far.
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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.