Welcome to SEDI Online Help for Agents

Description 

The following example describes how to file an insider report in which:

• The insider is reporting that they bought 1700 common shares in the public market

• The common shares are owned indirectly through a family trust

Preparation

Begin filing the insider report as described in How to File an Insider Report for Common Shares. 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 Indirect Ownership as the Ownership type and select Family Trust as the registered holder. 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.

Related Documents

See Insider Report for Common Shares