Section 16 and Beneficial Ownership Triage

Section 16 and Beneficial Ownership Triage is a skill for Claude Code, Codex from zgbrenner/agentcounsel. It costs 76 tokens per session (2,895 once invoked), scanned A, original, MIT.

A fact-gathering tool for possible insider and large-owner reporting under U.S. securities rules. It organizes information related to Forms 3, 4, and 5, ownership schedules, groups, and derivatives into a draft reporting map for attorney review.

In plain words
What is it for?
It helps map directors, officers, 10% owners, potential 5% owners, and transaction participants when reviewing insider reports, beneficial ownership, group formation, or a possible new filing obligation.
Why use it?
It separates the underlying facts from the legal conclusions about who must report, what they own, and which filing duties apply. This helps counsel investigate possible reporting triggers without relying on an unstructured collection of facts.

Skill for Claude CodeCodex

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

Good fit It helps map directors, officers, 10% owners, potential 5% owners, and transaction participants when reviewing insider reports, beneficial ownership, group formation, or a possible new filing obligation.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage
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 section-16-beneficial-ownership-triage
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 Section 16 and Beneficial Ownership Triage

README.md
[![agentmods](https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage/github.svg)](https://agentmods.dev/skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage)
Your own site
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage/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 Section 16 and Beneficial Ownership Triage

Your own site · 80×15
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/section-16-beneficial-ownership-triage.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 76 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,895 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 $0.00076 $0.02895
Opus 5 $0.00038 $0.01448
Sonnet 5 $0.00015 $0.00579
Haiku 4.5 $0.00008 $0.00290

Measured 9d ago against content hash 69aec7077656, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

Section 16 and Beneficial Ownership Triage 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/section-16-beneficial-ownership-triage/SKILL.md · 131 lines

How it starts

The opening of the file, as written. The whole thing — 131 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Section 16 and Beneficial Ownership Triage

Purpose

Triage the facts that drive Section 16 (Forms 3/4/5) reporting and Schedule 13D / 13G beneficial-ownership reporting. The skill builds the reporting-person fact map and the threshold-trigger flag list; the attorney concludes insider status, beneficial ownership, group formation, and any reporting obligation or deadline. This skill provides draft work product for attorney review only and is not legal advice.

Section 16, §13(d)/(g), and the underlying SEC rules have been amended substantively. This skill does not assert which rule version is current; every rule-tied element carries [verify current SEC rule version at time of review].

Use When

  • A potential reporting person (insider candidate, 5%+ beneficial owner, group candidate) needs the underlying facts organized for attorney analysis.
  • A transaction triggers a question about new Section 16 designation, a new 13D/13G filing, or a group-formation analysis.
  • An issuer needs the Section 16 universe at the company level mapped (directors, officers, 10%+ owners).

Required Inputs

  • Jurisdiction and governing law, or [verify jurisdiction]. Federal U.S. by default; foreign-private-issuer considerations where applicable.
  • Issuer profile (reporting status, Exchange Act §12 registration of the class).
  • Reporting-person profile: individual / entity / fund / fund family.
  • The reporting person's direct and indirect holdings, including options, warrants, convertibles, derivatives.
  • Voting and investment power facts: agreements, proxies, arrangements that allocate power.
  • Group-candidate facts: each other person whose conduct or agreements might form a group with the reporting person.
  • Transaction history: date and category of each transaction within the period the user is examining.
  • The class of equity securities at issue and its outstanding share count.

If the issuer's §12 registration status, the reporting-person holdings, or the class outstanding-share count is missing, stop substantive analysis and return an intake gap list.

Read the full file on GitHub · 131 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 · 131 lines · 76 tokens per session scan A 69aec7077656

Subscribe to this mod's changes

Section 16 and Beneficial Ownership Triage is a skill published in the GitHub repository zgbrenner/agentcounsel (19 stars, last pushed 1mo ago), licensed MIT. It adds 76 tokens to every session and 2,895 once invoked, about $0.0004 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.

Related

Other skills, from other repositories

fiscaliste

Fiscaliste IA pour la fiscalité personnelle des particuliers français : optimisation et déclaration de l'impôt sur le revenu, IFI, revenus du capital, revenus fonciers, equity salarial, crypto-actifs et PER. Couvre le calcul de l'IR (barème, quotient familial, décote, PAS, CEHR, revenus exceptionnels), la déclaration…

romainsimon/paperasse · 302 tokens

controleur-fiscal

Inspecteur des finances publiques IA. Simule un contrôle fiscal DGFIP complet sur les comptes d'une entreprise française (SASU, EURL, SAS, SARL). Analyse le FEC, la liasse fiscale, les charges déduites, le compte courant d'associé, la TVA, l'IS selon 8 axes de vérification. Identifie les chefs de redressement…

romainsimon/paperasse · 136 tokens

commissaire-aux-comptes

Commissaire aux comptes IA pour l'audit des comptes annuels d'entreprises françaises. Applique la démarche NEP en 7 phases : prise de connaissance, contrôle du FEC, vérification du bilan, du compte de résultat, de la balance, de la liasse fiscale, et contrôles transversaux. Émet une opinion motivée sur la fiabilité…

romainsimon/paperasse · 123 tokens

agb-bei-kreditvertraegen-verbraucherdarlehen

Für AGB bei Kreditverträgen Verbraucherdarlehen: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Klotzkette/claude-fuer-deutsches-recht · 49 tokens

agb-in-kapitalanlagen-effektenhandel

Für AGB in Kapitalanlagen Effektenhandel: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Klotzkette/claude-fuer-deutsches-recht · 41 tokens

internal-controls-and-audit

Designs and tests controls over financial reporting — segregation of duties, approval limits, evidence, and preparing for audit. Use this to design controls for a process, prepare for an external audit, respond to an audit finding, set approval thresholds, or assess where a small team's segregation of duties is…

cbrock84/headcount · 67 tokens