Submission Tracker

Every counterparty × every requirement × every period. One grid.

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All portfolios · 7 ATIF FAY LCBF OGF + 3
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Submission tracker, Q1 2026
27 counterparties · 4 requirements · 3 periods visible
142approved
9submitted
6in review
7overdue
24pending
Counterparty Annual Financials (AFS) Quarterly Mgmt Accts (QMA) Compliance Certificate (CC) ESG Action Plan
FY24FY25FY26 Q3'25Q4'25Q1'26 Q3'25Q4'25Q1'26 Q3'25Q4'25Q1'26
Meridian Holdings ATIFInfrastructure · Colorado AFSAFS- -
Northstar Energy Holdings OGFEnergy · Texas AFS- - 3d -
Summit Capital Partners MC3Financial Institutions · SA AFSAFS- R2d - ---
Pacific Infrastructure Co. LCBFInfrastructure · Oregon AFSAFS-
Borealis Health ATIFHealthcare · Arizona AFSAFS- -
Hudson Fintech Group ATIFFintech · Texas AFSAFS- - - ---
Piedmont Textiles Ltd. FAYManufacturing · Ohio AFS--
Sedona Solar Industrial LCBFRenewables · Arizona AFSAFS-
Sierra Renewables LCBFRenewables · California AFSAFS-
Carolina Health Networks ATIFHealthcare · North Carolina AFS-
Midland Infrastructure Co. DILInfrastructure · Indiana AFSR- - -
Dallas Logistics FAYLogistics · Georgia AFSAFS- - ---
Memphis Agri-Processing FAYAgriculture · Tennessee AFSAFS- -
Approved Submitted In review Rework Overdue Pending N/A