Form D and Blue Sky Tracker

Form D and Blue Sky Tracker is a skill for Claude Code, Codex from zgbrenner/agentcounsel. It costs 56 tokens per session (2,467 once invoked), scanned A, original, MIT.

A state-by-state tracker for Form D and blue-sky notice filings in a Regulation D private offering, including states of sale, fees, consent status, and possible amendments.

In plain words
What is it for?
It helps counsel manage federal and state notice-filing work for multi-state 506(b) or 506(c) offerings.
Why use it?
It organizes the filing universe and triggering facts while leaving deadline calculations and legal decisions to counsel.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps counsel manage federal and state notice-filing work for multi-state 506(b) or 506(c) offerings.

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Install with agentmods
npx agentmods add skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add zgbrenner/agentcounsel --skill form-d-blue-sky-tracker
Clone the repo
git clone --depth 1 https://github.com/zgbrenner/agentcounsel

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for Form D and Blue Sky Tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker/github.svg)](https://agentmods.dev/skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker)
Your own site
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for Form D and Blue Sky Tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/form-d-blue-sky-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 56 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,467 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00056 $0.02467
Opus 5 $0.00028 $0.01234
Sonnet 5 $0.00011 $0.00493
Haiku 4.5 $0.00006 $0.00247

Measured 9d ago against content hash 417e79f232d5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

Form D and Blue Sky Tracker scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/securities-capital-markets/form-d-blue-sky-tracker/SKILL.md · 123 lines

How it starts

The opening of the file, as written. The whole thing — 123 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Form D and Blue Sky Tracker

Purpose

Build a source-grounded Form D and state notice-filing tracker after a Reg D triggering fact has occurred or is imminent. The skill captures the triggering-fact universe, the state-by-state notice-filing matrix, and the amendment triggers — surfacing all dates as [deadline verification required] facts for the attorney to compute. This skill provides draft work product for attorney review only and is not legal advice.

Use When

  • A Reg D 506(b) or 506(c) offering has a first sale, an additional sale, or is closing, and the Form D / blue-sky workstream needs to be tracked.
  • An issuer with an ongoing Reg D offering has a potential amendment trigger and the trigger needs to be inventoried.
  • Counsel needs a state-by-state map of notice-filing obligations for a multi-state private placement.

Required Inputs

  • Jurisdiction and governing law, or [verify jurisdiction]. Federal U.S. with state blue-sky overlay.
  • The claimed federal exemption (506(b) or 506(c) typically; Reg D subsection in any event), supplied by counsel.
  • Triggering-fact date(s): first sale, additional sale, closing, amendment-trigger event. All dates [deadline verification required].
  • Issuer profile and Form D filer history (CIK status, prior Form D filings, prior amendments).
  • State-of-sale map: every state in which a sale has occurred or will occur, and the residence of each anticipated purchaser.
  • Form D content fields, to the extent the user has them: issuer ID, related persons, industry group, issuer size, offering size, type of securities, business combination, minimum investment, sales commissions, finders' fees, use of proceeds [verify current SEC rule version].
  • Placement-agent / broker-dealer involvement.

If the triggering-fact date is unknown or the state-of-sale map is missing, stop substantive analysis and return an intake gap list.

Do Not Use When

  • The user asks for the Form D filing deadline or any state filing deadline to be computed.
  • The user asks for confirmation that any Form D or state filing satisfies any obligation.
  • The user asks for the claimed exemption path to be confirmed (route to securities-exemption-issue-spotter).
  • The user asks for a final filing decision or for approval of any filing.

Read the full file on GitHub · 123 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 123 lines · 56 tokens per session scan A 417e79f232d5

Subscribe to this mod's changes

Form D and Blue Sky Tracker is a skill published in the GitHub repository zgbrenner/agentcounsel (19 stars, last pushed 1mo ago), licensed MIT. It adds 56 tokens to every session and 2,467 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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