A walkthrough of Section 16 Agent: select the issuer and reporting person, describe the insider transaction in plain English, and get a filing-ready SEC Form 4 draft with footnotes, a print-ready PDF, and an EDGAR submission package.
Section 16 Agent was designed to remove the rush and frustration of Section 16 filings. Just describe the transaction and click go.
The agent applies the expertise of a Section 16 attorney to draft a Form 4. It can handle multiple transactions, derivative securities, and it even gets the math right.
It also suggests the right footnote to use, all based on what an experienced securities attorney would suggest, and ready to apply with a click.
You review a thorough draft and edit anything exactly where it lives: add or remove footnotes, reorder rows, edit values — you stay in control the whole time.
When you're ready, toggle the draft to final, then download the complete EDGAR package and file it yourself, or download as a PDF and share with a colleague or your preferred filing service.
Section 16 Agent. Effortless filings.