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SEC reporting and Section 16 integrations

Send a filing-ready Section 16 Form to the provider you already use, then reconcile what comes back against what you sent.

A filing-ready Form sent to a filing provider

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Filing providers

Prepared in InsiderList. Filed by your provider.

  • Version every draft Form

    Every draft Form is versioned, so you can always say what went to your provider and what changed between versions.

  • Track acknowledgments

    Your provider's acknowledgment is recorded against each draft Form, so you can see which are still unacknowledged.

  • Reconcile filed Forms

    Each filed Form and accession number is reconciled automatically against the draft you sent, so every difference is flagged line by line.

  • Keep your filing provider

    Send the draft Form to whichever provider your company already uses, with no change of provider required.

See it working on your policy's rules.

Book a demo with our team.