8-K iXBRL Cover Page Tags
Tags may not wrap across two lines and may suspend for unnecessary spaces. Avoid the following when adding cover page tags:
- Blank spaces at the beginning or end of the tagged text
- Parentheses
- Paragraph breaks
- Multiple address segments separated by a comma but tagged as a single item
Document, Type
Document, Period End Date
In addition to being tagged on the cover page, this date should be entered in the Reporting Period field on the project’s EDGAR Submission page.
When two dates appear due to more than one event being reported, use the earliest date.
Entity, Registrant Name
Entity, Registrant Name must match the Company name as presented on the Company’s EDGAR profile.
Entity, Incorporation, State or Country Code
If state is abbreviated, add the tag then with the text still selected use the Format dropdown and change to “No Format.”
If state is spelled out, the letters cannot be all uppercase.
If you prefer to have all uppercase letters, manually retype the state in lowercase then use the Change Case option in the Font tab. This way it displays how you prefer but it is correct in the code and accepted by the SEC.
Entity, File Number
Entity, Tax Identification Number
Entity, Address, Address Line One
Multi-part street addresses should be split into separate tags. For example, use “...Two” for suite numbers.
If address (street, city, state) is spelled out, the letters cannot be all uppercase.
If you prefer to have all uppercase letters, manually retype the state in lowercase then use the Change Case option in the Font tab. This way it displays how you prefer but it is correct in the code and accepted by the SEC.
Entity, Address, Address Line Two
Multi-part street addresses should be split into separate tags. For example, use “...Two” for suite numbers.
If address (street, city, state) is spelled out, the letters cannot be all uppercase.
If you prefer to have all uppercase letters, manually retype the state in lowercase then use the Change Case option in the Font tab. This way it displays how you prefer but it is correct in the code and accepted by the SEC.
Entity, Address, City or Town
Multi-part street addresses should be split into separate tags. For example, use “...Two” for suite numbers.
If address (street, city, state) is spelled out, the letters cannot be all uppercase.
If you prefer to have all uppercase letters, manually retype the state in lowercase then use the Change Case option in the Font tab. This way it displays how you prefer but it is correct in the code and accepted by the SEC.
Entity, Address, State or Province
If the state is abbreviated, add the tag then with the text still selected use the Format dropdown and change to “No Format.”
If state is spelled out, the letters cannot be all uppercase.
If you prefer to have all uppercase letters, manually retype the state in lowercase then use the Change Case option in the Font tab. This way it displays how you prefer but it is correct in the code and accepted by the SEC.
Entity, Address, Postal Zip Code
City Area Code
Do not include parentheses, dashes, or other characters when selecting text.
Local Phone Number
Entity, Information, Former Legal or Registered Name
Optional field
Written Communications
Ballot boxes must be valid checkboxes. Brackets, parentheses, Wingdings, and standalone characters [ ], X, ✔, ( ), [X] are NOT allowed by SEC. Use the Editor’s character chart to insert the correct checkbox style.
Soliciting Material
Ballot boxes must be valid checkboxes. Brackets, parentheses, Wingdings, and standalone characters [ ], X, ✔, ( ), [X] are NOT allowed by SEC. Use the Editor’s character chart to insert the correct checkbox style.
Pre-commencement Tender Offer
Ballot boxes must be valid checkboxes. Brackets, parentheses, Wingdings, and standalone characters [ ], X, ✔, ( ), [X] are NOT allowed by SEC. Use the Editor’s character chart to insert the correct checkbox style.
Pre-commencement Issuer Tender Offer
Ballot boxes must be valid checkboxes. Brackets, parentheses, Wingdings, and standalone characters [ ], X, ✔, ( ), [X] are NOT allowed by SEC. Use the Editor’s character chart to insert the correct checkbox style.
Title of 12(b) Security -OR- Title of 12(g) Security
Title of 12(b) Security should exclude the par value from the tag.
If multiple classes of stock are present, please see RDG’s guidelines for additional items that require tagging.
Trading Symbol
If multiple classes of stock are present, please see RDG’s guidelines for additional items that require tagging.
Security Exchange Name
For Exchange Name tagging, only the main name or its abbreviation requires a tag. If there are extra words in this space such as “market” or “LLC” do not tag those. Some exchanges, such as OTC, do not require a tag.
If multiple classes of stock are present, please see RDG’s guidelines for additional items that require tagging.
Entity, Emerging Growth Company
The Emerging Growth Company box must be tagged whether it is true or not. If true, the Transition Box that typically appears below it must be tagged as well.
Ballot Boxes must be valid checkboxes. Brackets, parentheses, Wingdings, and standalone characters [ ], X, ✔, ( ), [X] are NOT allowed by SEC. Use the Editor’s character chart to insert the correct checkbox style.
Entity, Ex Transition Period
If Emerging Growth Company is true, the Transition Box must be tagged as well.
Ballot Boxes must be valid checkboxes. Brackets, parentheses, Wingdings, and standalone characters [ ], X, ✔, ( ), [X] are NOT allowed by SEC. Use the Editor’s character chart to insert the correct checkbox style.