How to use or fill out securities form 5 with our platform
- Click ‘Get Form’ to open the securities form 5 in the editor.
- Begin by entering your name in the 'Name of Reporting Person' field. Ensure you include your last, first, and middle names as required.
- Next, fill in the 'Issuer Name and Ticker or Trading Symbol' along with the street address of the issuer.
- Indicate the fiscal year end date for the issuer by selecting the appropriate month, day, and year.
- In section 5, check all applicable boxes to describe your relationship to the issuer (e.g., Director, Officer).
- Complete Table I by reporting any non-derivative securities acquired or disposed of. Fill in each column accurately including transaction dates and amounts.
- If applicable, proceed to Table II for derivative securities. Follow similar steps as in Table I for accurate reporting.
- Finally, review all entries for accuracy before signing and dating at the bottom of the form.
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