To file SEC Section 16 forms like Form 3, Form 4, and Form 5, you need to connect insiders (reporting owners) with their associated companies. These companies are known as subject companies, and they represent the issuer of the securities being reported. Without properly setting up subject companies, your filings may be incomplete or rejected by the SEC.

With Form345’s Entity Management, you can quickly add subject companies, store their identifiers, and reuse them across filings — saving time and ensuring consistency. In this guide, we’ll show you how to add a subject company step by step.

Step-by-Step Process to Add a Subject Company

Step 1: Open Entity Management

• Go to the Entity Management tab in your Form345 dashboard.
• Click Add Entity.

Step 2: Enter Company Details

• In the Entity Name field, type the full legal name of the subject company.
• Required fields are marked with a red asterisk.

Step 3: Set Entity Type

• In the Entity Type field, select the Subject Company option.

Step 4: Provide Company Identifiers

• CIK (Central Index Key) – the company’s SEC identifier.
• IRS Number – the company’s tax identification number.
• Ticker Symbol – the stock ticker for publicly traded companies.

Step 5: Save the Company

• Click Add Entity to finish.
• The subject company will now appear in your Entity Management library and can be linked to reporting owners for future filings.

Visual Walkthrough

Watch this tutorial video to learn how to add a subject company in Entity Management:

By adding subject companies in Form345, you build the foundation for accurate and efficient insider reporting. Once created, subject companies can be reused across multiple filings, keeping your reporting process organized and compliant.

Streamline your filing process today with Form345 — the fastest way to manage insiders, subject companies, and relationships for Form 3, 4, and 5 filings.