SEC filings
Form 8-K, the current report
The current report for material events between periodic reports.
- Form
- 8-K, current report
- Deadline
- 4 business days after the trigger event, ET
- Who files
- Companies reporting a material event
- Auditor review
- None; straight to counsel
- Plan
- Core is in closed beta. Request access
How TakePublic handles the 8-K
- 01Record the event
- 02Draft the Items
- 03Counsel signs
- 04Filed to EDGAR
When the 8-K is due
A business-day clock. Weekend and SEC holiday due dates roll forward. All deadlines ET.
What triggers an 8-K
Which Item fits a fact pattern is a legal judgment for your securities counsel.
- Material agreementsEntry into or termination of a material definitive agreement.
- Acquisitions or dispositionsCompletion of an acquisition or disposition.
- Financial resultsResults of operations and financial condition.
- Leadership changesChanges in officers or directors.
- Governing documentsAmendments to articles or bylaws.
- Other material eventsEvents the company determines are material under Item 8.01.
What an 8-K contains
- Cover pageCompany identity and the Items being reported.
- Item disclosuresDisclosure text for each reportable event.
- ExhibitsPress releases, material agreements and other materials the Items call for.
Frequently asked questions
When is a Form 8-K due?
Four business days after the trigger event. A due date on a weekend or SEC holiday rolls to the next business day. All deadlines ET.
What triggers an 8-K?
Material events listed in the Form 8-K Items: financings, acquisitions, earnings results, officer or director changes, material agreements, and other events the company treats as material. Your securities counsel decides which Item fits.
Does an 8-K need auditor review?
No. The 8-K moves from internal review to counsel review; there is no auditor detour for current reports.
Who signs off before the 8-K files?
Your securities attorney, on the exact document version, before anything submits to EDGAR. TakePublic is not a law firm.
Which plan covers the 8-K?
TakePublic Core, in closed beta, with the 10-K, 10-Q, NT notices and the counsel workflow.
Official sources
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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.