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SEC Filing Deadlines: Complete Reference Guide (2026)

Updated April 5, 2026

SEC Filing Deadlines: Complete Reference Guide (2026)

Every public company in the United States must file periodic reports with the SEC on a mandated schedule. Missing a deadline can result in SEC penalties and suspension of trading privileges. This reference guide covers deadlines for all major SEC forms, organized by form type and filer category.

Filer categories defined

Filing deadlines depend on a company’s size classification, determined by public float (the market value of shares held by outside investors, not company insiders or controlling shareholders):

Filer Category Public Float
Large Accelerated Filer ≥ $700 million
Accelerated Filer $75 million – $700 million
Non-Accelerated Filer < $75 million
Smaller Reporting Company < $250 million (or < $100M annual revenue)

Most large publicly traded companies (S&P 500, most NYSE/NASDAQ stocks) are Large Accelerated Filers with the tightest deadlines.


Annual Report: Form 10-K

The 10-K is the comprehensive annual report filed once per fiscal year.

Filer Category Deadline
Large Accelerated Filer 60 days after fiscal year end
Accelerated Filer 75 days after fiscal year end
Non-Accelerated Filer 90 days after fiscal year end

Example: For a December 31 fiscal year:

  • Large Accelerated Filers: 10-K due by March 1 (or March 2 in leap year)
  • Accelerated Filers: 10-K due by March 16
  • Non-Accelerated Filers: 10-K due by March 31

Extension available: Companies can file a Form 12b-25 (NT 10-K) to receive a 15-day automatic extension for a good-faith reason.

Learn more about the 10-K →


Quarterly Report: Form 10-Q

The 10-Q covers the first three quarters of the fiscal year. No 10-Q is required for Q4 - the 10-K covers that period.

Filer Category Deadline
Large Accelerated Filer 40 days after quarter end
Accelerated Filer 40 days after quarter end
Non-Accelerated Filer 45 days after quarter end

Example: For a calendar-year company (fiscal year = January–December):

Quarter Period End Large Accelerated Deadline Non-Accelerated Deadline
Q1 March 31 May 10 May 15
Q2 June 30 August 9 August 14
Q3 September 30 November 9 November 14
Q4 December 31 10-K filing instead 10-K filing instead

Extension available: Form 12b-25 (NT 10-Q) provides a 5-day automatic extension.

Learn more about the 10-Q →


Current Report: Form 8-K

The 8-K is triggered by specific material events, not a fixed calendar.

Event Type Deadline
Most material events (Items 1.01, 1.02, 2.01, 2.03–2.06, 4.02, 5.01–5.06, 7.01, 8.01) 4 business days after event
Item 2.02 - Earnings results 4 business days (typically filed same day as press release)
Item 4.01 - Change in auditor 4 business days
Item 1.03 - Bankruptcy 4 business days
Item 9.01 - Financial statements for acquisition 4 business days for initial filing; 71 calendar days for full financial statements

Note: Item 7.01 (Regulation FD disclosure, a rule requiring that material information shared with select parties must also be made public) and Item 8.01 (Other events) can be filed at management’s discretion.

Learn more about the 8-K →


Foreign Private Issuer: Form 20-F

The 20-F is the annual report for non-US companies listed on US exchanges (NYSE, NASDAQ, NYSE American).

Filer Type Deadline
Foreign Private Issuers (all categories) 4 months after fiscal year end

Example: December 31 fiscal year → 20-F due by April 30

This is significantly longer than the 10-K deadline, reflecting the added complexity of foreign accounting standards and cross-border reporting.

Learn more about the 20-F →


Foreign Private Issuer Current Report: Form 6-K

The 6-K has no fixed deadline - it must be filed “promptly” after any disclosure made in the company’s home country.

Trigger Deadline
Any material disclosure in home country (earnings, press releases, etc.) Promptly (typically same day or next business day)

Learn more about the 6-K →


Canadian Issuer Annual Report: Form 40-F

Form 40-F is for Canadian companies using the Multijurisdictional Disclosure System (MJDS).

Filer Type Deadline
Canadian Issuers (MJDS eligible) Same as Canadian annual filing deadline (typically 90 days after fiscal year end)

Learn more about the 40-F →


Institutional Holdings: Form 13-F

Form 13-F is required for institutional investment managers with at least $100 million in qualifying assets under management (AUM).

Deadline Requirement
45 calendar days after quarter end File 13-F covering all qualifying holdings as of the last day of the quarter

2026 Quarterly 13-F Deadlines:

Quarter Holdings Date Filing Deadline
Q4 2025 December 31, 2025 February 14, 2026
Q1 2026 March 31, 2026 May 15, 2026
Q2 2026 June 30, 2026 August 14, 2026
Q3 2026 September 30, 2026 November 14, 2026
Q4 2026 December 31, 2026 February 14, 2027

Learn more about 13-F filings →


Insider Transactions: Form 4

Form 4 is filed by officers, directors, and shareholders who own more than 10% of a company’s securities.

Requirement Deadline
Reporting any purchase, sale, or other acquisition/disposition of securities 2 business days after the transaction
Initial beneficial ownership report (Form 3) for new insiders 10 calendar days after becoming an insider
Amendment for previously reported transactions (Form 4 amendment) As soon as practicable

Form 5: Annual report of transactions that were exempt from Form 4 reporting. Due within 45 days of fiscal year end.

Learn more about Form 4 →


Proxy Statement: DEF 14A

The definitive proxy statement has no fixed SEC deadline, but is governed by the advance timing requirements:

Requirement Deadline
Must be filed with SEC and mailed to shareholders At least 40 calendar days before the shareholder meeting
Preliminary proxy (PRE 14A) Filed as needed; no fixed deadline

Most calendar-year companies file their proxy statement in March or April, ahead of annual meetings in May or June.

Learn more about proxy statements →


IPO Registration: Form S-1

Form S-1 (registration statement for IPOs) has no fixed deadline - it’s filed when the company is ready to go public. The typical process:

  1. Initial S-1 filing: Begins SEC review process
  2. SEC comment letter response: Usually within 30 days of initial filing
  3. Amendments (S-1/A): Filed in response to SEC comments
  4. Effectiveness: SEC declares registration effective, allowing IPO to proceed

Total S-1 process typically takes 3-6 months from initial filing to IPO date.

Learn more about S-1 filings →


How to track filing deadlines

SEC EDGAR provides filing due dates on company pages and offers RSS feeds you can subscribe to for specific companies.

AssetRoom sends email digests with AI summaries when companies you follow file 10-Ks and 10-Qs - so you never miss a material filing.

SEC EDGAR full-text search lets you search across all filed documents for specific terms, companies, or dates.

Frequently asked questions

When is the 10-K filing deadline?
The 10-K deadline depends on the filer category: Large Accelerated Filers (public float ≥ $700M) must file within 60 days of fiscal year end. Accelerated Filers ($75M–$700M) have 75 days. Non-Accelerated Filers (< $75M public float) have 90 days. All deadlines are from the last day of the fiscal year.
When is the 10-Q filing deadline?
Large Accelerated Filers must file the 10-Q within 40 days of quarter end. Accelerated Filers have 40 days. Non-Accelerated Filers have 45 days. The 10-Q is not required for the fourth quarter - the annual 10-K covers that period.
How quickly must a company file an 8-K?
Most 8-K triggering events require filing within 4 business days. Some specific items have different timelines: Item 4.01 (change in auditor) must be filed within 4 business days, and Item 4.02 (non-reliance on prior financial statements) must be filed promptly. Earnings-related 8-Ks (Item 2.02) are typically filed on the same day as the press release.
When must insiders file Form 4?
Insiders (officers, directors, and 10%+ shareholders) must file Form 4 within 2 business days of the transaction. This means investors can see insider trades quickly - usually within a few days of execution.
What is the deadline for the proxy statement (DEF 14A)?
The SEC does not set a fixed deadline for the proxy statement, but it must be filed at least 40 calendar days before the shareholder meeting date. Most companies file their proxy 3-4 months after fiscal year end, timed to the annual meeting season (typically April-June for calendar-year companies).

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This content is for educational purposes only. AssetRoom does not provide financial advice.