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.

What filing cutoff does the tool use?

The memo reminds users that the SEC amendments extended the daily filing cutoff for Schedules 13D and 13G to 10 p.m. Eastern time, but users should verify the current EDGAR and Regulation S-T requirements before relying on the output.

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Experiment 002 - SEC ownership date tool

Schedule 13D / 13G Deadline Calculator

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

Calculate deadline Form D calculator SEC filing fee SEC tools hub Sources

Disclosure: This is an informational planning worksheet, not legal advice, securities advice, investment advice, an EDGAR filing service, or an official SEC tool. It does not decide beneficial ownership, group status, control intent, filer category, exemption availability, or whether Schedule 13D or 13G is required. Verify all facts and current rules with qualified counsel and official SEC materials.

Use Case

Convert a crossing, acquisition, material change, month-end threshold, or quarter-end reporting scenario into a dated checklist row.

Source Basis

SEC modernization rules shortened Schedule 13D and 13G deadlines and extended the daily filing cutoff for those schedules to 10 p.m. Eastern time.

Output

Copy a memo, warning list, source links, 10 p.m. ET cutoff note, EDGAR readiness note, and CSV row for tracking.

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Calculate A 13D / 13G Target Date

Filer or investor Person, fund, adviser, group, or internal matter label. 1

Issuer Covered public company or equity issuer being reviewed. 2

Ticker / CIK Optional identifier for counsel, EDGAR, or watchlist matching. 3

Reporting scenario Planning label only; verify filer category and facts separately. 4

Trigger date For month or quarter scenarios, enter any date in the relevant period. 5

Actual filing date Optional, for status comparison after filing. 6

Ownership context Keep factual: percent, threshold, acquisition, disposition, or material change. 7

EDGAR readiness Filing-agent access, codes, roles, signatures, and exhibits can become practical blockers. 8

Extra SEC closure dates Optional YYYY-MM-DD values, comma-separated, for emergency closures or custom non-filing dates. 9

Source URL Optional SEC release, EDGAR filing, ownership tracker, or internal source link. 10

Next verification step Source-backed action before relying on the calculated date. 11

13D / 13G actions: 0

How To Use The Date Without Overclaiming

1. Start With Filer Category

Confirm whether the person is a Schedule 13D filer, QII, exempt investor, passive investor, or no filer before treating any date as operative.

2. Separate Date Types

Some scenarios run from an acquisition or material-change date; others run from month end or quarter end. The calculator labels the base date used.

3. Check The SEC Calendar

The worksheet includes standard U.S. federal holidays and skips weekends. Add emergency SEC closure dates or special non-filing dates manually.

4. Treat Output As A Checklist

Use the memo and CSV row to queue source review, EDGAR preparation, signatures, exhibit checks, and counsel review before any filing decision.

Official Source Links

Source	Why It Matters
SEC press release: beneficial ownership reporting amendments	Plain-language overview of the Schedule 13D and 13G modernization amendments, effective/compliance dates, and filing cutoff change.
SEC fact sheet: Modernization of Beneficial Ownership Reporting	Short summary of the revised initial and amended filing deadlines for Schedule 13D and Schedule 13G scenarios.
SEC final rule: Release No. 33-11253	Full source text for Regulation 13D-G amendments, business-day definition, Schedule 13D amendments, Schedule 13G amendments, and Regulation S-T cutoff updates.