The public-company back office

Every SEC deadline tracked

Follow your company's SEC filings, deadlines and insider activity in one place. We prepare Forms 3, 4 and 5, your counsel reviews them, the insider signs, and we file them on EDGAR.

Free compliance scan. No account required.

Deadlines in ETFree counsel seatsOTC to NYSE

See the Core previewReal 10-Qs and 10-Ks, rebuilt from public data and scored.

Home: good evening, a compliance health score of 100, grade A, the next deadline in 1 day, insider reports on time; the deadlines table with the filer status check, a 10-Q due in 49 days and a Form 144 sale notice; the company check seven steps from filing.
  1. 01 EDGAR synced
  2. 02 Deadlines tracked
  3. 03 Counsel signs
  4. 04 Form 4 filed
2 business days
Form 4 clock, tracked from the trade date in ET
$0
counsel and law firm seats are free
100%
filings signed by counsel
10,060
SEC filings checked in the Core preview, zero contradictions
NYSE
NASDAQ
NYSE AMERICAN
OTCQX
OTCQB
OTCID

Built for SEC registrants that report on EDGAR, on any exchange or OTC tier. 10-K, 10-Q, 8-K, and Section 16 deadlines, in Eastern Time.

One calendar. Every filing.

Track

Every deadline from EDGAR, in Eastern Time.

File

Insider forms drafted, signed by counsel, transmitted.

How it works

From EDGAR to a filed Form 4 in five steps

Set up once from your public EDGAR history. Every deadline lands on the Company calendar, and each insider filing then follows the same steps. The software drafts the form; your team and your securities counsel decide. Already have a form your law firm prepared? Upload it and we check and file it.

01Public history
TakePublic™ Step 01 Set up from EDGAR
0230 days out to past due
TakePublic™ Step 02 Deadlines tracked, alerts in ET
03Form 4 drafted
TakePublic™ Step 03 Record the trade in plain English
04Signature required
TakePublic™ Step 04 Your reviewer signs off
05Insider's own codes
TakePublic™ Step 05 We transmit to EDGAR
SEC EDGAR filing agent CIK 0002150715

TakePublic Inc holds its own SEC EDGAR filing-agent credentials and transmits filings directly, no third-party agent in the loop. Each insider remains the filer of record for their Forms 3, 4 and 5.

Pricing

Simple, fixed pricing

One subscription for the company. No per-filing fees. Counsel and law firm seats are free.

Billing
TP Monitor

Monitor

$416 / month

Billed $4,990 yearly

Save $998 a year

$499 / month

or $4,990 a year, 2 months free

Start monitoring Start monitoring
  • Company calendar with ET deadlines and alerts
  • Health score from your real EDGAR history
  • Insider roster with Form 3, 4 and 5 deadline tracking and blackout windows
  • Trade pre-clearance requests and approvals
  • Deadlines reconcile from EDGAR; your vendors keep filing
  • Upgrade to Section 16 anytime
TP Section 16

Section 16

$833 / month

Billed $9,990 yearly

Save $1,998 a year

$999 / month

or $9,990 a year, 2 months free

Start with Section 16 Start with Section 16
  • Everything in Monitor
  • Forms 3, 4 and 5 drafted from your roster and filed on EDGAR
  • Your securities counsel (a required seat) signs off on what we prepare
  • Upload forms your law firm already prepared; we check and file them
  • Year-end Form 5 confirmation requests to each insider
  • Trades inside a blackout window are flagged
TP · CORE

Core

Closed beta

Core is in closed beta with a small group of filers. Drafts and files 10-K, 10-Q, 8-K, NT notices, Form D, and Forms 3, 4 and 5.

  • Everything in Monitor and Section 16
  • 10-K, 10-Q, 8-K and NT notices drafted from your books, filed with Inline XBRL
  • Pre-draft books check and automated tie-outs
  • Your securities counsel signs off on what we prepare before we file it
  • Auditor access for your audit firm

Trust

Built to hold up under audit

The controls are the product. Every one is designed to hold up to an SEC examiner, your auditor, and your own board.

Trust 01 Securities counsel on every filing we prepare Nothing prepared in TakePublic is transmitted to EDGAR without your securities counsel's sign-off, bound to the exact document version.
Trust 02 A tamper-evident record Every action is recorded in order and cannot be rewritten or removed. The complete record exports with you if you leave.
Trust 03 Drafts handled as inside information Draft filings are material nonpublic information until filed. A written policy and need-to-know access govern who sees your books and insider data before they are public.
Trust 04 A platform, not a law firm Your attorney carries the legal judgment. We carry errors-and-omissions cover on the platform.

Free scan

See where you stand, free.

Type a ticker, CIK or company name. The scan reads EDGAR and grades the filing record. No account.