Focused on what matters.

The intelligent value for Form 3, 4 and 5 filing

Self-Service Section 16 Filing Solutions is our secure, easy-to-use SaaS portal that allows officers, directors, insiders and firms to create, manage and file Section 16 documents (SEC forms 3, 4 and 5).

No software, no installation and no need to upload files

Lawyers, executives and insiders want quick results and are eager to maintain control over the filing process and records. As a web-based, self-filing solution, is recognized by the filing community as one of the leading programs to bring ease and affordability to the Section 16 filing process.

In just minutes we allow our clients to:

  • Create, preview, and transmit EDGAR-formatted Forms 3, 4, and 5 directly to the SEC
  • Generate Multiple Issuer/Reporting Owner filings
  • Save and re-use drafts and previous submissions
  • Draft, maintain and modify footnotes and exhibits
  • Auto-complete function for Forms with Reporting Owner and Issuer profile information
  • Draft and maintain templates for Power of Attorney
  • Test or live file directly to SEC — there is no cost for test filing
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