Adding a New Transaction
In order to create a transaction a filer must first go to the Insider’s Ledger page.
To get started, from the Home Page select Insiders List and select the appropriate insider.
Once in the Shareholder Ledger click ‘Quick Add’ on the top right side. Select ‘Transaction’ from the drop down menu.
Select your Transaction Type from the Drop Down.
Then select the applicable Holding.
NOTE: Depending on the transaction type, the 'From Holding' or 'To Holding' drop down may be grayed out.
Fill in the required fields based on the Transaction information
NOTE: Footnotes can be added to any field by clicking the Enter Footnote Mode button on the top left of the Wizard.
Select 'Add Another' to enter more transactions or Add to complete your Transaction creation.
The transaction has successfully been created and can now be added to a filing.
Adjustment Transactions
An adjustment transaction can be entered to correct balances or add a non-fileable transaction. This transaction type will not appear as a selectable transaction for a Form filing.