Import Previous Filings
Download .xml versions of the most recent form filed with the SEC for all officers. Import them into Wdesk, creating drafts for your next filing—and importing officer data and current holdings—in one mass upload with no manual keying.
Create New Forms
Create individual forms as needed. Each officer's last filing is already in Wdesk as a draft. Simply follow system prompts to update information and automatically create a new form.
Award Mass Grants
No need to create forms one by one. Instead, select all recipients receiving the award, enter number of shares and price, and a new form for each person is automatically created.
In-line Form Editing
Eliminate switching between a spreadsheet and forms. Make edits directly on the unfiled form. Add footnotes, change dates, or update number of shares without regenerating a new form each time. Changes made will be reflected in cumulative reports with no further action required.
Add Data to Library
Store commonly used footnotes, signatures, and supporting documents such as Power of Attorney within Wdesk to eliminate re-keying or re-uploading each time.
Send for Review
Save as PDF, or generate an email within Wdesk with the form automatically attached. Reviewers can view the form exactly as it will be filed.
Test file to do a quality check, live file, and bulk file directly from Wdesk to the SEC with no charge per filing.
Generate auto-calculated, always-up-to-date reports of current holdings whenever you need them. Create reports on reporting owners and transactional data as supplements.