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Creating a Form 3 with no holdings and POA



1 opmerking

  • Courtnie Carver

    Hello Melissa, 

    Thank you for reaching out. 

    That is correct, it works the same way in Workiva. The SEC will populate the remarks section automatically when no holdings are reported.

    Additionally supporting documents, such as POA exhibits, must be manually uploaded to each filing - similar to the regular filing experience. So, it will only appear where you want it to! 

    Let us know if you have any additional questions and happy Friday.


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