Work with Newsfile and de-stress your Valentine’s Day when preparing annual Schedule 13G filings for February 14th. Our proprietary conversion software has been constructed to create accurate output and prompt turnarounds.
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Beginning December 18, 2024 all Schedule 13D and Schedule 13G filings must be submitted in XML format. Gone are the days of creating complex word processing files — instead, simply complete our easy-to-use spreadsheet template. Transition to XML today and avoid a last minute scramble in late 2024!
Ask About Our XML ServiceSimply complete Schedule 13D1 or Schedule 13G1 and email it to our office for processing.
Complete the Schedule 13D1 or Schedule 13G1 template.
Submit the completed template to our team via email or the Compliance Management Portal along with your filing instructions.
Review the a proof of the Schedule 13G / Schedule 13D in HTML format securely online.
Provide your approval to file. Newsfile will submit the Schedule 13G / Schedule 13D to the SEC EDGAR system and provide you with an email acceptance message.
The template files above are word processing files. They will be replaced with spreadsheet templates after December 17, 2024 in response to the SEC's XML mandate. Contact us to receive the spreadsheet templates now and transition to filing these forms in XML in advance.
Get Started!Sections 13(d) and 13(g) of the Securities Exchange Act of 1934, as amended, (the "Exchange Act") mandate that beneficial owners of more than 5 percent of certain equity securities file Schedule 13D or Schedule 13G with the SEC EDGAR system. Schedule 13D is a long-form beneficial ownership disclosure statement and is intended for activist investors. Schedule 13G is a short-form version and intended for passive investors, qualified institutional investors, and exempt investors.
An activist beneficial owner must file Schedule 13D within 10 days of acquiring more than 5 percent of certain equity securities. The idea behind the filing is to let investors know that someone has taken a meaningful ownership position. The form will specify what the purpose of the transaction is, and whether or not the beneficial owner may initiate a proxy contest and look to force change.
Beneficial owners defined as Passive Investors, Qualified Institutional Investors, and Exempt Investors pursuant to Rule 13d-1 of the Exchange Act are required to file Schedule 13G for possessing more than 5 percent of certain equity securities.
The due date for filing for the beneficial ownership statement depends on the category of the initial Schedule 13G filer:
| 13d-1(c) | 13d-1(c) | 13d-1(c) |
| 13d-1(b) | 13d-1(b) | 13d-1(b) |
| 13d-1(d) | 13d-1(d) | 13d-1(d) |
The 45th day after the end of the calendar year corresponds to February 14. Should the due date of a Schedule 13G (or Schedule 13D) fall on a weekend or federal holiday, the filing deadline moves to the next business day.
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