| name | form-8k |
| title | Form 8-K Current Report |
| description | Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD". |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/form-8k |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | capital-markets |
| language | en |
Form 8-K Current Report
Drafts an EDGAR-ready Form 8-K from verified source documents. Requires triggering event facts (dates, parties, terms), registrant identifiers from the latest 10-K/10-Q, item selection with rationale, and source documents (agreements, resolutions, press releases, employment/separation docs).
Quick Start
- Collect registrant identifiers: exact legal name, Commission File No., CIK, IRS EIN, state of incorporation, fiscal year end, address, phone, trading symbols.
- Identify triggered items using the Item Selection Matrix below.
- Gather source documents for each triggered item.
- Draft cover page, item narratives, exhibit index, and signature block.
- Run quality checks before finalizing.
Cover Page Fields
All sourced from latest 10-K/10-Q cover unless noted:
- Registrant exact legal name, Commission File No., CIK, IRS EIN
- State of incorporation (charter or 10-K/10-Q)
- Fiscal year end, principal executive offices address and phone
- Trading symbol(s) and exchange(s) [VERIFY]
- Reporting item checkboxes and Rule 425/14a-12/14d-2/13e-4 communication checkboxes [VERIFY]
- If 8-K/A, indicate amendment
Item Selection Matrix
| Item | Trigger | Required Narrative | Typical Exhibits |
|---|
| 1.01 | Material definitive agreement entered | Date, parties, purpose, key terms, duration, termination, conditions | Agreement (10.x) |
| 1.02 | Material definitive agreement terminated | Date, parties, reason, fees/obligations | Termination notice (10.x) |
| 2.01 | Acquisition/disposition completed | Date, assets/business, consideration, structure, significance | Purchase agreement (10.x), pro forma (99.x) |
| 2.02 | Results of operations/financial condition | Reference press release/presentation; note furnished status | Press release (99.x) |
| 2.03 | Direct financial or off-balance-sheet obligation created | Date, amount, terms, maturity, covenants, default events | Credit agreement (10.x) |
| 2.05 | Exit/disposal costs | Plan nature, expected charges, timing | Board materials (99.x) |
| 2.06 | Material impairment |
