Section 16 Agent Overview
Description
Section 16 Agent drafts SEC Forms 3 and 4, including footnotes. You describe the transaction in plain English; the app returns a filing-ready draft for review. Drafting that used to take hours of manual entry now takes seconds. It works through a combination of deterministic rules and AI. Issuer and filing data are pulled from EDGAR where available, AI interprets your description, and rule-based checks keep every field within EDGAR formatting requirements. It handles multiple transactions, derivative securities, holdings rows, amendments, and transaction-specific footnotes. Export a print-ready PDF or the complete EDGAR submission package. Built by a securities lawyer with seven years in private practice at two DC firms, now in-house at a national securities exchange, who has drafted or reviewed more than a thousand Forms 3 and 4.
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