Section 16, drafted before the deadline exists.
Forms 3, 4, and 5 drafted from your grant records, validated against the EDGAR schema, exported as filing-ready XML to your filing agent. Two business days is enough when the draft writes itself.
| Security | Date | Code | Shares | Price | Owned after |
|---|---|---|---|---|---|
| Common Stock | 08/24/26 | A | 12,000 | $0 | 36,500 |
| Common Stock | 08/24/26 | F | 3,180 | $4.12 | 33,320 |
Footnote 1: Shares withheld to satisfy tax obligations on vesting of restricted stock units, exempt under Rule 16b-3.
Built to replace a legal line item.
Routine Section 16 preparation
What small issuers bill through outside counsel today: drafting Forms 3, 4, and 5, tracking deadlines across insiders, reusing footnotes, and the XML mechanics of getting a clean file to the filing agent.
Judgment stays human
Novel transactions, pledges, 10b5-1 interpretation, and anything touching Section 16(b) liability. The suite flags these and routes you to your securities counsel. It does not guess.
Three steps, one afternoon.
Insiders, prior filings, and CIKs prefill from EDGAR. Spreadsheet import covers the rest.
Transactions flow from the grant workflow. Footnotes, tables, and the deadline come with them.
You export EDGAR-valid XML to your filing agent and keep the audit trail.
Six gates before anything ships.
Every tool passes all six, every release. The evidence is kept and published on the trust page.
Output checked against EDGAR-accepted filings and the SEC's own schema.
An independent implementation recomputes every figure. They must agree.
Amendments, same-day transactions, holidays, zero-share lines, leap years.
Bad input is refused with an explanation, never patched with a guess.
Out-of-scope fact patterns reliably trigger the consult-your-counsel path.
Checked on the live product at desktop and phone widths before release.
Bring Section 16 in-house.
Professional tier, $200 per admin user per month. Included in Everything.