Solutions
Section 16 insider filing software
Start from a trade and we draft the Form 4 for your counsel to sign, or upload a form your law firm already prepared and we check and file it.
- Team
- Officers, directors, and 10% holders
- Filing phase
- Always on
- Output
- Forms 3, 4, and 5 filed to EDGAR
- Filer of record
- Each insider, never the company
- Plan
- Section 16
How a Form 4 moves
- 01Record the transaction
- 02Form built from the roster
- 03Counsel signs
- 04Filed as the insider
The two-business-day rule
Form 4 two business days after the transaction, Form 3 ten calendar days after becoming an insider, Form 5 forty-five calendar days after fiscal year end, all in ET with weekend and SEC holiday roll.
Under the insider's own identity
- Filer of recordEach reporting person files with their own CIK and CCC, verified in TEST mode first, never the company's.
- EDGAR Next delegationThe reporting person delegates filing authority to TakePublic in EDGAR Next before the first submission.
- Your own agentExport the package after sign-off and mark the form filed externally; daily EDGAR reconciliation confirms the accession either way.
Which plan includes it
- Section 16Everything in Monitor plus Forms 3, 4, and 5 drafted, signed by counsel, and filed, or uploaded ready to file.
- MonitorTracks the insider roster and Form 4 deadlines without in-app drafting or filing.
Frequently asked questions
Which Section 16 forms does TakePublic file?
Forms 3, 4, and 5. A form drafted here from insider records is signed off by your securities attorney before it files; a form your law firm already prepared can be uploaded and filed exactly as uploaded.
Can we file forms our law firm already prepared?
Yes. Upload the form's EDGAR XML and TakePublic runs its checks. A company admin, or a teammate who may transmit, confirms the form was reviewed and signed and attaches the signed page or a power of attorney on file. TakePublic then files exactly what you uploaded.
When is Form 4 due?
Two business days from the transaction date, computed in Eastern Time with weekend and SEC holiday roll.
Does Monitor include Section 16 filing?
Monitor at $499 per month tracks the insider roster and Form 4 deadlines. Drafting, sign-off, and filing for Forms 3, 4, and 5 require the Section 16 plan at $999 per month.
Who signs a Form 4 before it files?
Your securities attorney, from the free counsel seat, with sign-off locked to the exact document version. TakePublic is not a law firm.
Can we keep our own EDGAR agent for Form 4s?
Yes. Export the filing package after counsel sign-off and mark the form filed externally; daily EDGAR reconciliation confirms the accession either way.
Get started
Every deadline on one calendar.
Set up from your public EDGAR history in a few minutes. Your counsel's seat is free.
Get started Run a free scan firstTakePublic 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.