Reporting periods

Reporting periods

Before an upcoming report date the PDMR's of your company are restricted from trading in the company's financial instruments for a 30 day period, this is called the closed period. Logwise can handle the notifications of informing the PDMR's about an upcoming closed period.

Add a new report date

In Logwise you can add your company's report dates by navigating through the top menu > EXECUTIVES>  Reporting periods:



By pressing the "add reporting period" button you can add a new reporting date. Note that the date you add should be the same as the date of your report. Press the save button to add the report date.

When the report date approaches all your PDMR's will receive an email notifying them about the upcoming closed period. The email will be sent 7 days before the period starts i.e. 7 days before the 30 day closed period of a report date.

Edit a report date

To edit a report date just click the "edit" link next to the report date that you would like to edit.



Change notification date

If you like to change when the notification for a closed period is sent you can by clicking the "CLOSED PERIOD NOTIFICATION SETTINGS" button in the top right corner of the reporting periods menu and it will open a popup where you can change the number of days before a closed period a notification will be sent.


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