What does this Schedule 13D and 13G calculator do?

It estimates planning target dates for common beneficial ownership reporting scenarios, including initial Schedule 13D, Schedule 13D amendments, passive investor Schedule 13G filings, QII or exempt investor quarter-end scenarios, and accelerated Schedule 13G amendment scenarios.

Does this upload filing data?

No. The calculator runs entirely in the browser and has no signup, cookies, analytics, beacons, external scripts, uploads, or browser storage.

Local-first SEC date worksheet

Schedule 13D / 13G Deadline Calculator

Q: Does this decide whether Schedule 13D or 13G is required?

No. It is an informational date worksheet only. It does not determine beneficial ownership, group status, control intent, filer category, exemptions, EDGAR readiness, or filing obligations.

Estimate common beneficial ownership reporting target dates, then copy a source-linked memo or CSV row for a securities, compliance, investor-relations, or legal-ops checklist.

5 BD 13D initial and passive 13G initial planning

Filer or investor Issuer Ticker / CIK Trigger date

Reporting scenario

Actual filing date, optional EDGAR readiness

Ownership context Extra SEC closure dates Source URL Next verification step

Weekend and standard U.S. federal holiday handling is included. Add emergency SEC closure dates manually when applicable.

Sources, listings, and related tools SEC press release SEC fact sheet SEC final rule SEC C&DIs SEC filing fee tool Form D deadline tool Section 16 deadline tool Tiny Tool Town listing Awesome SEC Filings listing No-Login Tools listing No-Login Tools certificate

Scenario Coverage

Scenario	Worksheet timing
Schedule 13D initial	5 business days after trigger date
Schedule 13D amendment	2 business days after material change
QII / exempt 13G initial	45 calendar days after quarter end
QII 13G over 10%	5 business days after month end
Passive 13G initial	5 business days after trigger date
Accelerated 13G amendments	2 or 5 business days, scenario-specific

Use Notes

Use the output as a date-planning row, not as a filing conclusion. Confirm filer category, beneficial ownership, group status, control intent, exemptions, and trigger date before relying on any deadline.

The memo includes the base date used, raw calculated date, adjusted target date, EDGAR readiness note, source link, and warnings for practical review.

FAQ

Does this replace counsel or EDGAR review?

No. It is an informational worksheet, not legal advice, securities advice, EDGAR validation, SEC affiliation, or an EDGAR filing service.

What about the 10 p.m. ET cutoff?

The memo flags the SEC modernization cutoff note for Schedules 13D and 13G. Verify current EDGAR and Regulation S-T requirements before filing.

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