Companies offering insider-transaction management products

All of the following companies offer some measure of insider-reporting assistance. Most of them offered assistance prior to the new filing requirements implemented on Aug. 29, 2002. (New requirements are about to be implemented on July 30.) Some of these applications are the kind users install on their workstations or company servers. Newer products involve the Web, from start to finish. All of them differ in what they offer, how they are deployed and used and how they charge for their services.

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special to the national law journal All of the following companies offer some measure of insider-reporting assistance. Most of them offered assistance prior to the new filing requirements implemented on Aug. 29, 2002. (New requirements are about to be implemented on July 30.) Some of these applications are the kind users install on their workstations or company servers. Newer products involve the Web, from start to finish. All of them differ in what they offer, how they are deployed and used and how they charge for their services. www.bownefile16.com This site automates the process of completing forms 3, 4 and 5. It includes error checking, electronic filing, footnote management and other features. InsiderDirect www.insiderdirect.com InsiderDirect offers a free test-filing feature, automated completion of forms 3, 4 and 5, footnote management, form routing and other features. The service will maintain an online library of filing to which companies can link. It is the only application offering archive access to filed records (forms 3, 4 and 5). EDGAR Ease (desktop application) www.edgar123.com CCH Inc. offers two insider-filing options: EDGAR Ease, which is a desktop application that walks users through the form completion and filing process; and EDGAR123, which is a Web-based product offering automated completion and electronic filing of forms 3, 4 and 5, and other features. &Schwab’s Section 16 Center-(877) 804-3529 www.schwab.com Schwab offers Web-based automated completion of forms 3, 4 and 5, error checking and similar features. EDGARizer www.edgarfilings.com EDGARfilings Ltd. has two insider-transaction filing options: EDGARizer, a desktop application automating the completion and electronic submission of forms 3, 4 and 5; and its Web-based product, providing users with the same functionality, including error checking, a demonstration that assists interested users through the process and similar features. www.erestrictedstock.com This service offers a Web-based system that automates the form completion and filing process. Equity Edge http://business.etrade.com/section16 ETrade Group Inc. produces Equity Edge, a full-bodied application used for broad management of all securities transactions. This includes a module that automates the insider-form-completion and electronic-filing processes. www.merrilldirect.com/section16 Merrill Corp. produces a Web site that facilitates the online completion and filing of forms 3, 4 and 5. Its multi-issuer support is ideal for law firms. www.section16.net/Filer/index.htm This is a desktop application that automates the process of completing and electronically filing forms 3, 4 and 5. www.rrdnetfiler.com This Web site enables users automatically to complete and electronically file forms 3, 4 and 5. (Restricted Stock Systems Inc.) RSS Corporate www.rssgroup.com/rsscorp.htm RSS produces an extensive appli-cation for all facets of securities management, including the automated completion and filing of forms 3, 4 and 5. Transcentive Express Insider Forms www.transcentive.com Transcentive Inc. produces a large application for managing all aspects of a company’s securities, including the automated completion and filing of forms 3, 4 and 5.

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