Specialized support for both insiders and issuers on Canada's System for Electronic Disclosure by Insiders (SEDI) — including insider reports, issuer profile supplements, event reports, and our client SEDI Tracker portal.
Welcome to the world of SEDI, which is an acronym for System for Electronic Disclosure by Insiders, (SEDI)
As a filing agent with many years of experience, we offer specialized SEDI filing services for company insiders. Trust us to ensure timely and compliant submissions.
Unlock significant savings with our bulk rate packages. If you're faced with multiple SEDI filings, our discounted rates offer both value and efficiency.
Ready to streamline your SEDI filing process? Contact us here.
Adhering to SEDI deadlines is paramount to avoid unnecessary fees and stay compliant.
Insider? Ensure each SEDI report is filed within 5 calendar days after a transaction. Separately, your very first (initial) insider report is due within 10 calendar days of becoming a reporting insider.
Late submissions carry hefty penalties and potential legal ramifications. Trust our proven track record to keep you on the safe side.
As an insider, you must submit your profile via (Form 55-102F1) and securities balance within 10 calendar days of becoming a reporting insider.
From registering on SEDI to ensuring all processes run smoothly, our expertise ensures a hassle-free experience.
Insiders associated with SEDI issuers bear the responsibility of submitting precise and punctual details regarding their transactions. Essential components of these filings include:
Bulk rates available for multiple filings. We handle the complexity so you stay compliant.
We don't just file for you — we give you a powerful, secure tool to stay in control of your insider holdings between filings.
Track separate running balances for Common Shares, Stock Options, Warrants, Rights/DSUs and other designations across all your companies. No more juggling spreadsheets.
Each grant is automatically grouped into its own block by exercise price + expiry date. See independent balances and history for every tranche.
Color-coded badges and clear alerts show exactly when each grant expires — with warnings for the critical 30/60/90-day windows so you never miss a 5-day filing obligation.
View full transaction history per company, download official SEDI receipts, and always know your precise position — all in one clean, always-up-to-date portal.
Available to clients of our SEDI filing services. Ask us for your login when you work with us.
We also act as filing agents for public companies (issuers) to meet their SEDI obligations under National Instrument 55-102.
Filed within 1 business day following an "issuer event" that affects all holdings of a security class proportionally (on a per-share basis). Common events include:
These reports notify insiders and the public, enabling accurate adjustment of insider holdings (often using Nature Code 37 for splits/consolidations).
We handle account setup, initial supplements, ongoing amendments, and timely event reports for issuers, ensuring full compliance and clean records for both the company and its insiders.
SEDI is an online system used in Canada for the reporting of insider transactions. It's designed to facilitate the disclosure and public filing of insider reports by insiders of public companies. These reports are required by securities legislation and are intended to promote transparency in the markets.
We can guide you through the process of understanding and reporting insider transactions on SEDI. From creating detailed transaction statements in PDF format via the SEDI system to giving you access to our SEDI Tracker client portal for live balance tracking and expiry management (replacing manual spreadsheets), our expertise ensures a hassle-free experience.
Should you have any specific questions or need further clarification regarding SEDI and its implications for your transactions, please feel free to reach out.