Manage issuers

Adding and managing issuers can be done quickly in Workiva's Section 16. The steps below will show you how to add, edit and delete issuers.  

Add an issuer

Most companies will only have one issuer, but the option for adding additional issuers in the same account is available if needed.

To add an issuer:

1

Click on the Filers tab.

2

Click on the Issuers sub-tab.

3

Click the Add Issuer button.

4

Enter the Issuer CIK Number, the Name of the individual, and the Ticker Symbol for the company.

Issuers can also be added option under the Filers tab and the Reporting Owners sub-tab. Choose Add Issuer under the More drop-down.

Edit an issuer

If your company has merged or re-branded, you may need to edit the Name and Ticker Symbol.

To edit an issuer:

1

Click on the pencil icon to the far right of the issuer's name.

2

Adjust the Name and Ticker Symbol.

3

Click the Save button.

Delete an issuer

Deleting an issuer will delete everything for that issuer including Reporting Owners, holdings, supporting documents, signatures, securities, and footnotes.

To delete an Issuer:

1

Click the More menu to the right of the owner's name.

2

Choose Delete or Deactivate.

3

Confirm your decision to Delete Issuer.

What's next

• Set up your libraries
• Create new forms