<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-filing" data-section-id="360007126172"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-section-16" data-section-id="360007126132"></i>General discussion and Q&A for compliance filings in the Workiva filing experience.
Directors managing their own EDGAR Next and login.gov accounts would be highly impressive, but also highly uncommon. The SEC has foreseen this situation and has noted that, with a Power of Attorney letter, a reporting owner can turn over the mana...
Question 1: How does Delegation work for Section 16 Filers? Question 2: What are the best and easiest options for Section 16/Form 144 reporting owners? Question 3: How does Login.gov work for Section 16 Filers and Directors?
Question 1: What is delegation and why does Workiva recommend that I perform it? Question 2: Is Delegation similar to the "file with Workiva" code option? Question 3: Is Delegation required to file through Workiva? Question 4: What are the benefit...
Question 1: Will I still be able to create and submit filings in Workiva under EDGAR Next? Question 2: What are the filing scenarios for EDGAR Next Workiva filers? Question 3: For account administrators who only test file, will they also need a to...
Question 1: Which filers are impacted by EDGAR Next? Question 2: What are the important deadlines for EDGAR Next compliance? Question 3: What data is required to complete EDGAR Next enrollment? Question 4: When should we enroll in EDGAR Next? Ques...
Every EDGAR account (CIK) is impacted by EDGAR Next, including Section 16/Form 144 Reporting Owners, Institutional Advisors, Investment Companies/Funds, Asset Backed Security registrants, Foreign Private Issuers, Co-Registrants, and Operating Comp...
Hello and welcome to the second season on CPX Leadership, where you’ll hear direct from our own Customer and Partner Experience leadership team on a variety of topics. Kicking off 2025 is Angie Kooiker, Vice President of Professional Services. An...
I keep getting the message above within the Section 16 Platform. I have confirmed that the CIK and CCC are correct for the reporting owner. However, this warning does not clear. How can I resolve this warning and proceed with the Form 4 filing?
Hello, I have tagged "10 years" using the ISO P10Y, however, it comes out "10.0 years". Do you know how I can change to a whole number as I cannot see this option in Period options. Thanks Barbara
Below is our meeting recording from our Level Up session held on Oct. 16, 2024. This session focused on SEC Filing and we covered a few key topics, including hyperlinking your Exhibit Index, EDGARizing PDF, tips for the filing walkthrough, and EDG...
As described in Final Rule 33-11253, the SEC is changing how beneficial ownership reports will be filed as well as changes to their compliance reporting deadlines. Previously, these reports were filed on EDGAR using either HTML or plain text docu...
Hello, We have to submit a TRS and when we've tried submitting one years before there was an error that the file was too big. However, we don't remember if the error was that individual pictures within the file were too large or if the file as a w...
Hello - I am curious as to why my Company Logo file on my Exhibit 99.1 is inserted as a jpg and appears correct up until the point that I choose to regenerate my filing package. At that point, I receive a filing error that I have a PNG file attach...
I am new to the Workiva Section 16 filing platofmr. Can someone please advise how I would create a Form 3 with no initial beneficial ownership? In the platform I used previously, we simply left the Form 3 blank and the SEC populated the "Remarks" ...
Hi We are doing the last steps before filing on Weds. We are working on exhibits. we have to put our new pdf or word files into the exhibit for files herewith. We are all new to the SEC team for our second K. We do not remember what we did last...
Have you run into a new error message related to external references in your document? We are here to provide some helpful tips to assist in locating the hyperlink as these errors are often tricky to address as they do not provide a direct link...
We need to download a PDF of the full filing to present to the board for consent/approval, but from the filing, when we download the PDF it doesn't seem to include any exhibits that were uploaded as Edgarized PDFs. Can there be an option to includ...
I would like the ability to print all Section 16 forms filed for a reporting owner for a specified frame. One potential approach would be to enable a "Print Selected Forms" button on the "Archived Forms" screen (illustration below). Having the o...
Hi community- anyone currently using Wdesk to prepare Texas Railroad Commission annual reports?
We would like to publish our press release that is built out in Workiva through business wire
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 ha...
How do I get a power of attorney form in the new section 16 to attach to a filing and do I have to attached the POA to every filing or is there a default that will automatically attach it each time?
Hello SEC and EDGAR enthusiasts! Wanted to share a quick update with ya’ll regarding the Share Repurchase disclosure rule which was approved earlier this month (see https://www.sec.gov/news/press-release/2023-85 and https://www.sec.gov/files/34-97...
Should the period of the report we input when filing still be the future dated annual meeting date or has this changed and should now be 12/31/22 to match XBRL tagging?
The U.S. Securities and Exchange Commission’s recent updates to insider trading rules aim to further level the playing field between investors and company insiders who have more information than they do. But the changes also include a few new da...
Hello filers! We've been seen a rise in some issues related to images in filings. To help you stay ahead of these, and resolve them quickly, we wanted to provide some tips for you below. But first, here's the details. SEC Image Requirements All im...
In observance of the Veteran's Day federal holiday today, the SEC and EDGAR will be closed and no filings will be accepted. Note that Workiva Customer Support is available 24/7. Thanks, and Happy Veteran's Day, and thank you for your service to al...
I can't find it now, but I could swear that I saw a post or article somewhere about EDGAR allowing more fonts. In the past, our filings always rendered in Times New Roman, but apparently, between our Q220 and Q320 10-Qs, they started rendering in ...
When I file a Section 16 form, I receive an auto-generated notification email from "edgar-postmaster@sec.gov". These emails let me know if my submission was accepted. For example the subject could be: "ACCEPTED FORM TYPE 4 (0000776901-22-000113)" ...
