Filing Section 16 - copying prior Form 4/Form 5 in New Section 16 Version to report a transaction
Will the "copy" feature, as included in the Classic version (click on drop down under reporting person's forms), be available in the new version of Section 16 filings? I utilize this feature heavily--specifically for our executive officers who have numerous holdings and related footnotes in Table 2 on their Forms (4 and/or 5)--to ensure that all transactions/holdings and footnotes previously shown in Table 2 are included in the filing along with any new transactions reported in Table 1.
I haven't seen this topic addressed in any of the information released with the new version and am hesitant to migrate away from Classic since I utilize this feature with every Form that I file.
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Hi Vikki!
Thank you for providing this feedback. This feature is not currently available in the new version of Section 16 but it is on the roadmap for future updates. I have submitted this as an idea ticket to our product team to see this feature can be prioritized and you will be updated any progress made. Let us know if you have any additional questions or feedback. Anyone passing by is encouraged to vote for or comment on this post as well. Thanks!
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Hi Vikki,
I have been copying forms in the new NextGen Section 16. Assuming this is what you are looking to do, I go to Forms > Archived Forms > there is a drop list next to each form on the list > select "copy" from the drop list next to the form you want to copy. Hope this helps!
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