How to Track Holdings and Add Holding Rows to Forms

In this video, we will teach you how to track holdings and add holding rows to forms. 

A holding row is a row indicating securities ownership without a transaction and can be used to track holdings of certain securities on your Form 3, 4, or 5 filings.

To add a holding row, click Add Holding Row in Table 1 or 2.  You are able to Add a Holding Row from a row holding collection you’ve already created in past filings, or you can create a new one.  To add a holding row to the collection, after you have created it, click the Add and save in holding row collection button.  This will allow you to retrieve the row on future filings.

The holding row collection is designed to help you save and re-use the latest holding row in your filing so you can be sure to use the latest one each time.

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