How It Works

Simplify your insider reporting with our intuitive Section 16 platform. Our 8-step process ensures your Section 16 Form 3, 4, and 5 filings are accurate, compliant, and on time:

1. Form Setup: Instantly create a new Form 4 in our system, pre-populated with your company and insider data for a streamlined start. RaporEng

Form Setup screen displaying Steve Jobs as Reporting Owner for an Apple Inc. filing, with radio button option for Group Owners.
SEC form displaying the Relationship tab with 'Director' and 'CEO' selected for the subject company's relationship.

2. Relationship: Pre-populate the reporting person and subject company's relationship from the Entities library to save time on future filings.

3. Table I and II: Effortlessly enter new data or populate transaction details directly from our Holding Row and Footnote libraries.

SEC Form 4 data entry for Table 1 showing common stock transaction. Relevant for Table I and II filings.

4. Signatures: Add one or multiple signatures with dates and

Signatures tab of a web form displaying 'Current Signatures' and 'Add Signatures' field.
SEC Form 4 email notification setup, displaying current and additional Emails for filing alerts.

5. Emails: Automatically generate and send confirmation emails once filing is submitted.

6. Proofs: Generate a proof of the form and email it to appropriate parties.

Signatures page displaying current owner signature, edit/delete actions, and options for adding new signatures and reviewing proofs.
Add Exhibits web page showing file upload, exhibit type selection dropdown, and SEC EDGARization instructions.

7. Add Exhibits: Attach any necessary exhibits, such as power of attorney attachments.

SEC Form 4 submission interface with review and submit options for test, live file, or export XML data.

8. Test and Live File: Review your filing in our testing environment before seamlessly submitting your Form 4 to the SEC with just one click.