Section 16

Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an organization's non-exempt equity security.

Template Contents

Document

Add to Workspace

Don't have an account? Contact us to get started.

Section 16 Report in the Workiva Platform

Simplify your Section 16 filings with the trusted source you use for SEC filings.

Workiva SEC Reporting users can also leverage the platform for Section 16 filings included in their SEC solution subscription. Watch the video for a demonstration of Workiva's Section 16 functionality. It details some of the functionality's key capabilities of our Section 16 service, and features a click-by-click walkthrough of how to amend a filing, produce a new filing, and view previous filings. For more information on how to use our Section 16 filing functionality, click the "Add to Workspace" button.

Key Features

Complete repository of previous filings
Libraries for signatures and footnotes
Preloaded drop-downs for easy, consistent inputs
Automatically calculates total shares per individual
Reusable information from previous filings

The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.

Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

All Solutions

Created By

Frequently Asked Questions

Are the Section 16 capabilities shown in the video available to me now?

Yes, these capabilities are included in your SEC solution subscription.

Will there be a template provided in the Marketplace that serves as a static checklist of all the steps and resources for the Section 16 filing process?

No, there will not be a static checklist provided. You can work with your CSM on integrating the Section 16 functionality into your own Section 16 filing process.

Connector