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EDGAR Filer Handbook

EDGAR Filer Handbook

By Charles H. Rider


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The fifth edition of EDGAR Filer Handbook is an essential resource for understanding and meeting all of the requirements of preparing and submitting filings to the EDGAR automated system of the SEC. Prepared by an expert with an intimate working knowledge of the EDGARLink system, the Handbook helps you stay current with the latest SEC electronic reporting procedures. It explains step-by-step how to prepare and submit documents for electronic filing precisely and efficiently. Updated to incorporate all the new and revised procedures through EDGAR and EDGARLink, you get hands-on assistance to help you make sense of new EDGARLink screen display formats used to locate files. You also get step-by-step guidance on how to:
  • Follow new procedures for assembly of modules and segments when creating a submission file
  • File financial data schedules according to new year-to-year reporting requirements
  • Understand enhancements to the dialing script used when accessing EDGAR through EDGARLink
  • And much more.
More than 120 sample screens illustrate EDGARLink documents, formats, tags, and messages. Easy-to-follow tables identify mandatory and optional tags used with each document. This book is not about Regulation S-K which deals with the requirements for the type and content of information that must be filed with the SEC. The EDGAR Filer Handbook presents everything needed to prepare, validate and submit electronic filings to EDGAR.

Product Line Wolters Kluwer Legal & Regulatory U.S.
SKU 000000000010032129
Table of Contents

Section 1 - An Introduction to EDGAR

Section 2 - The Basics of Filing With EDGAR

Section 3 - The SEC and EDGAR Web Sites

Section 4 - Preparing Documents for EDGAR Filings

Section 5 - Filing Assembly, Validation and Submission

Section 6 - Forms 3, 4 and 5

Online Filing Appendices: EDGAR Administrative Information

EDGAR Forms, Templates and Data Fields

Data Requirements for Submission Fields

SGML and HTML Tags for Documents

EDGAR Errors and Warnings

EDGAR Special Forms Glossary

Form 13F Special Filing Instructions

EDGAR Rulemakings

SEC Instructions for Forms 3, 4 ,5 and 144