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Process Tracker

Process Tracker

The process tracker at the top of the filing insider report screens has been re-designed to allow you to go back in the filing process to re-enter the correct information before the actual filing of the report.  

When you want to return to a previous step, transaction information entered on subsequent pages is cleared, so you can make needed changes before filing.  

For example, if you are on the ‘Enter Transaction Information’ step and returns to the ‘Select Security Designation’ step, the data entered up to the ‘Select Security Designation’ step will remain, but any data beyond that will need to be re-entered.