form-8k

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

1. Collect registrant identifiers: exact legal name, Commission File No., CIK, IRS EIN, state of incorporation, fiscal year end, address, phone, trading symbols.
2. Identify triggered items using the Item Selection Matrix below.
3. Gather source documents for each triggered item.
4. Draft cover page, item narratives, exhibit index, and signature block.
5. 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