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Screen Displays - How to File an Opening Balance on Initial Report

Description

The following example describes how to file an initial SEDI report about 200 common shares that an insider owns directly on the day they became an insider.

Preparation

Begin filing your insider report as described in How to File an Opening Balance on Initial Report. Note that this is not an exhaustive procedure for filing these types of insider reports. Individual circumstances may vary. Only selected screens in the filing process, that are also the same for both insiders and agents, are displayed below.

Select Security Designation

Select Common Shares in the Outstanding securities list and click Next.

SCREEN: File insider report – Select security designation

Select Ownership Type

Select Direct Ownership as the Ownership type and click Next.

SCREEN: File insider report – Select ownership type

Enter Transaction Details

Fill out the fields as shown and click Next.

SCREEN: File insider report - Enter transaction information

Final Review – File and Certify

Confirm the transaction details are correct. Click Certify.

SCREEN: File insider report – Final review

The Certification dialog box opens on screen. Click OK to certify and save your insider report on SEDI.