Importing Using the Reporting Owner Library Keywords

When importing a data file into the Reporting Owner Library, you must include a header row in the file that contains specific keywords used by the import process to determine the content of each column. The table below contains all of the keywords you can use for each data field in the Reporting Owner Library. Multiple keywords for the same data field are separated by a vertical bar. Only one keyword in each group must be present in the header row. For example, you may use "Entry" or "Company" as the keyword for the Entry Name field. You do not need to use both.

Data Keywords
Reporting Owner CIK Reporting CIK | Owner CIK
Reporting Owner CCC CCC
Reporting Owner Name Name
Reporting Owner Address 1 Address | Street | Street 1
Reporting Owner Address 2 Address 2 | Street 2
Reporting Owner City City
Reporting Owner State/Province State | Province
Reporting Owner ZIP Code ZIP | ZIP Code | Postal Code | Code
Issuer CIK Issuer CIK
Issuer Name Issuer Name
Is 10% Owner Ten Percent | 10 Percent | 10% | 10
Is Director Director
Is Officer Officer | Is Officer
Is Other Other | Is Other
Officer Title Officer Title | Officer Text
Other Text Other Text
Signature Signature

Helpful Hints:

  • Keywords can be part of a label in a header row. For example, you can use "Signature Text" for the Signature column. Provided that additional words inside a label for the header row are not keywords for other data columns, those other words inside a label in the header row will not disrupt the import process. However, you must include the keyword or the data column will not be recognized during import.

The information contained in this knowledge base is provided for informational purposes only and not for the purpose of providing legal advice.