What does this Section 16 calculator do?

It turns a Form 3, Form 4, or Form 5 trigger date into a planning target date, then creates a source-linked memo and CSV row.

What is the Form 3 filing deadline?

SEC investor materials describe Form 3 as the initial insider ownership report and state that it must be filed within 10 days after the person becomes an insider.

What is the Form 5 deadline?

SEC investor materials describe Form 5 as generally due no later than 45 days after the issuer fiscal year ends for certain deferred or unreported transactions.

Does this determine who is a Section 16 reporting person?

No. It is an informational date worksheet only. It does not determine officer, director, 10 percent holder, foreign private issuer, beneficial ownership, exemption, or transaction reporting status.

Does this upload insider or transaction data?

No. The calculator runs entirely in the browser and has no signup, cookies, analytics, beacons, external scripts, uploads, or browser storage.

Local-first SEC ownership worksheet

Section 16 / Form 4 Deadline Calculator

Estimate common SEC Form 3, Form 4, and Form 5 insider reporting target dates, then copy a source-linked memo, CSV row, or calendar hold for a legal, compliance, finance, issuer-ops, or EDGAR filing checklist.

3 / 4 / 5 10 days, 2 business days, 45 days

Reporting person Issuer Scenario Trigger date

Trigger date meaning Actual filing date, optional EDGAR readiness FPI / HFIA check

Extra SEC closure dates Transaction or ownership note Next verification step

Weekend and standard U.S. federal holiday handling is included for planning. Add emergency SEC closure dates manually when applicable. The calendar file is a local planning hold, not an official filing confirmation.

Sources, listings, and related tools Investor.gov Forms 3, 4, and 5 bulletin SEC EDGAR filing hours SEC two-business-day rule release SEC HFIA final amendments SEC filing fee tool Schedule 13D / 13G deadline tool Form D deadline tool Tiny Tool Town listing Awesome SEC Filings listing No-Login Tools listing No-Login Tools certificate

What It Covers

Scenario	Worksheet output
Form 3 initial statement	10-calendar-day target, adjusted to a business-day planning date when needed
Form 4 ownership change	Second business day after the entered transaction or deemed execution date
Form 5 annual report	45-calendar-day fiscal-year-end target, adjusted to a business-day planning date when needed
EDGAR timing	Same-business-day cutoff reminder for 10 p.m. Eastern transmission
Calendar handoff	Download an all-day ICS planning hold for the calculated target date
FPI / HFIA flag	Reminder to verify current foreign private issuer director/officer transition rules

Use Notes

Use the output as a planning row, not as a legal conclusion. Confirm reporting-person status, beneficial ownership, transaction type, exemption availability, issuer status, EDGAR authorization, and signature readiness before relying on the date.

SEC materials describe Form 3 as the initial insider ownership report, Form 4 as the usual report for changes in beneficial ownership, and Form 5 as an annual report for certain deferred or unreported transactions. SEC EDGAR materials also state that filings outside EDGAR operating hours are processed the next business day.

FAQ

What is the Form 4 filing deadline?

SEC investor materials describe the usual Form 4 deadline as two business days following the transaction date. Use the calculator output as a planning target, then verify transaction code, exemption status, deemed execution date rules, signature authority, and EDGAR readiness.

What are the Form 3 and Form 5 deadline baselines?

SEC investor materials describe Form 3 as due within 10 days after a person becomes an insider, and Form 5 as generally due no later than 45 days after the issuer's fiscal year ends for certain deferred or unreported transactions.

What EDGAR cutoff should the plan consider?

SEC Submit Filings materials state that EDGAR accepts filings from 6 a.m. to 10 p.m. Eastern on weekdays except federal holidays, and filings made outside those times are processed the next business day.

Why does Form 4 use business days?

SEC rule materials describe the accelerated Form 4 deadline as two business days after the transaction date, with limited deemed-execution-date handling for specific transactions. This calculator does not decide whether those exceptions apply.

Does this cover foreign private issuer changes?

Only as a verification reminder. SEC 2026 HFIA amendments added Section 16 reporting for directors and officers of certain foreign private issuers and included a March 18, 2026 initial-report date for certain existing registrants. Check the current rule and facts.

Privacy

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