Step 1 of 14: Entity
SEC Filings & Disclosure
Form 8-K & current reports CoreA reportable event has occurred and a current report is due within four business days.
Prepare, review, approve, submit, and confirm a Form 8-K current report.
Basis: Periodic and current reports
/sec/startSecurities Exchange Act of 1934; Regulations S-K, S-X, S-T; 17 CFR Parts 229, 232, 240, 249
14 steps, completed in order. Each step is validated against the schema before the next unlocks.
Step 1 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 1
Complete the Entity fields. Each value is validated against the schema before the next step unlocks.
Filing Entity (CIK) (required)
entityIdThe SEC Central Index Key of the filing entity — 10 digits, e.g. 0000320193. Pick one you have used before, or type a new CIK to add it.
Step 2 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 2
Complete the Event fields. Each value is validated against the schema before the next step unlocks.
Date of Earliest Event Reported (required)
dateOfEarliestEventEnter date of earliest event reported.
Form 8-K Item Number (required)
filingItemEnter form 8-k item number.
Step 3 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 3
No manual input is captured here: this step is completed from the preceding sections or by the platform.
No manual inputs in this step.
Step 4 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 4
No manual input is captured here: this step is completed from the preceding sections or by the platform.
No manual inputs in this step.
Step 5 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 5
Complete the Item 1.01 fields. Each value is validated against the schema before the next step unlocks.
Agreement actionoptional
agreementActionEnter agreement action.
Agreement entered or amended dateoptional
agreementDateEnter agreement entered or amended date.
Agreement partiesoptional
agreementPartiesIdentify every party and the registrant's role.
Material relationships with the partiesoptional
materialRelationshipDescriptionDescribe material relationships other than the agreement, or state that none exist.
Material terms and conditionsoptional
materialTermsDescriptionEnter material terms and conditions.
Step 6 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 6
Complete the Cyber Incident fields. Each value is validated against the schema before the next step unlocks.
Incident Discovery Dateoptional
incidentDiscoveryDateEnter incident discovery date.
Has the incident been legally determined as Material?optional
isMaterialityDeterminedEnter has the incident been legally determined as material?.
Date of Materiality Determinationoptional
materialityDeterminationDateEnter date of materiality determination.
Is there a DOJ/Law Enforcement delay in place?optional
hasLawEnforcementDelayEnter is there a doj/law enforcement delay in place?.
Nature, Scope, and Timing of Incidentoptional
incidentDescriptionEnter nature, scope, and timing of incident.
Material Impact on Operations/Financialsoptional
materialImpactDescriptionEnter material impact on operations/financials.
Step 7 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 7
Complete the Item 2.02 fields. Each value is validated against the schema before the next step unlocks.
Completed fiscal periodoptional
fiscalPeriodTypeEnter completed fiscal period.
Fiscal period end dateoptional
fiscalPeriodEndDateEnter fiscal period end date.
Public announcement or release dateoptional
announcementDateEnter public announcement or release date.
Announcement identificationoptional
announcementDescriptionBriefly identify the earnings announcement or release.
Announcement or release textoptional
announcementTextProvide the complete text that will be included as Exhibit 99.1.
Claim the complementary oral/webcast presentation reliefoptional
presentationReliefClaimedEnter claim the complementary oral/webcast presentation relief.
Presentation initially occurs within 48 hours after the furnished written releaseoptional
presentationWithin48HoursEnter presentation initially occurs within 48 hours after the furnished written release.
Presentation is broadly accessible to the publicoptional
presentationBroadlyAccessibleEnter presentation is broadly accessible to the public.
Presentation information and required Regulation G material are on the websiteoptional
presentationInformationOnWebsiteEnter presentation information and required regulation g material are on the website.
Access details and website location were announced by widely disseminated releaseoptional
presentationWidelyAnnouncedEnter access details and website location were announced by widely disseminated release.
Step 8 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 8
Complete the Item 5.02 fields. Each value is validated against the schema before the next step unlocks.
Item 5.02 sub-itemoptional
item502SubItemEnter item 5.02 sub-item.
Officer or director roleoptional
officerKindEnter officer or director role.
Officer or director legal nameoptional
officerNameEnter officer or director legal name.
Officer or director event dateoptional
officerEventDateEnter officer or director event date.
Step 9 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 9
Complete the Item 5.02 — Departure fields. Each value is validated against the schema before the next step unlocks.
Departure reasonoptional
departureReasonEnter departure reason.
Departure involves a disagreement about operations, policies, or practicesoptional
hasDisagreementEnter departure involves a disagreement about operations, policies, or practices.
Director positions and committee membershipsoptional
directorPositionsEnter director positions and committee memberships.
Disagreement circumstances and registrant responseoptional
disagreementCircumstancesEnter disagreement circumstances and registrant response.
Director received the disclosure and an opportunity to respondoptional
opportunityToReviewProvidedEnter director received the disclosure and an opportunity to respond.
Step 10 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 10
Complete the Item 5.02 — Appointment fields. Each value is validated against the schema before the next step unlocks.
Appointment or election effective dateoptional
appointmentEffectiveDateEnter appointment or election effective date.
Business experience and biographical informationoptional
biographyAndExperienceEnter business experience and biographical information.
Selection arrangements or understandingsoptional
appointmentArrangementsDescribe the arrangement or state that none exist.
Required family relationshipsoptional
familyRelationshipsDescribe required relationships or state that none exist.
Required related-party transactionsoptional
relatedPartyTransactionsDescribe Item 404(a) transactions or state that none exist.
Step 11 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 11
Complete the Item 5.02 — Compensation fields. Each value is validated against the schema before the next step unlocks.
Material compensation termsoptional
compensationDescriptionEnter material compensation terms.
Step 12 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 12
Complete the Exhibit fields. Each value is validated against the schema before the next step unlocks.
Supporting exhibitoptional
exhibitObjectKeyUpload the announcement, director correspondence, or material agreement when applicable.
Step 13 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 13
Complete the Preparation fields. Each value is validated against the schema before the next step unlocks.
Authorized Signatory (Officer) (required)
authorizedSignatorySearch officers.
Authorized Signatory Title (required)
authorizedSignatoryTitleEnter authorized signatory title. An example value is "Chief Executive Officer".
Step 14 of 14
ScreenSEC › SEC Workflows › Form 8-K current reportstep 14
Complete the Sign Off fields. Each value is validated against the schema before the next step unlocks.
I confirm the Form 8-K draft is complete and ready for legal review (required)
draftSignOffEnter i confirm the form 8-k draft is complete and ready for legal review.
27 item schemas extend this form. Each adds its own validated fields when the item is selected.
Form 8-K Item 1.01 — Material Definitive Agreement
Disclose entry into, or material amendment of, a material definitive agreement not made in the ordinary course of business within 4 business days.
item-1.01-material-agreement · 27 fields
Form 8-K Item 1.02 — Termination of Material Agreement
Disclose the early termination of a material definitive agreement within 4 business days.
item-1.02-termination-agreement · 26 fields
Form 8-K Item 1.03 — Bankruptcy or Receivership
Disclose court or agency assumption of jurisdiction or confirmation of a plan of reorganization within statutory 4 business days.
item-1.03-bankruptcy-receivership · 13 fields
Form 8-K Item 1.04 — Mine Safety Reporting
Mandatory disclosure under Dodd-Frank § 1503 for MSHA Section 107(a) imminent danger orders and Section 104(e) pattern of violations notices.
item-1.04-mine-safety · 18 fields
Material cybersecurity incident — Form 8-K Item 1.05
Assess materiality, draft the disclosure, collect five sequential approvals, file through EDGAR, and preserve receipt or immaterial-decision evidence.
item-1.05-cyber-incident · 23 fields
Form 8-K Item 2.01 — Completion of Acquisition or Disposition of Assets
Mandatory statutory disclosure for significant asset acquisitions and dispositions under Item 2.01 and Regulation S-X Rule 11-01.
item-2.01-asset-acquisitions · 25 fields
Earnings results — Form 8-K Item 2.02
Prepare earnings materials, validate Regulation G presentation, obtain legal approval, furnish, and reconcile the SEC receipt.
item-2.02-results · 21 fields
Form 8-K Item 2.03 — Creation of a Direct Financial Obligation
Mandatory statutory disclosure when a registrant becomes obligated under a direct financial obligation or off-balance sheet arrangement.
item-2.03-direct-financial-obligation · 22 fields
Form 8-K Item 2.04 — Acceleration of Direct Financial Obligations
Mandatory statutory disclosure when a triggering event accelerates or increases a direct financial obligation.
item-2.04-acceleration-triggers · 20 fields
Form 8-K Item 2.05 — Costs Associated with Exit or Disposal Activities
Mandatory statutory disclosure when a registrant commits to an exit or disposal plan under FASB ASC Topic 420.
item-2.05-exit-disposal-costs · 21 fields
Form 8-K Item 2.06 — Material Impairments
Mandatory statutory disclosure when a material impairment charge is concluded under U.S. GAAP.
item-2.06-material-impairments · 20 fields
Form 8-K Item 3.01 — Notice of Delisting or Standard Failure
Disclose receipt of exchange deficiency notice, delisting determination, company noncompliance notice, or listing transfer within 4 business days.
item-3.01-delisting-notice · 23 fields
Form 8-K Item 3.02 — Unregistered Sales of Equity Securities
Mandatory statutory disclosure for sales of equity securities exempt from Securities Act registration under Item 701 of Reg S-K.
item-3.02-unregistered-equity-sales · 21 fields
Form 8-K Item 3.03 — Material Modification to Rights of Security Holders
Mandatory statutory disclosure when rights of registered security holders are materially modified.
item-3.03-security-holder-rights · 19 fields
Form 8-K Item 4.01 — Changes in Registrant
Mandatory statutory disclosure for independent public accountant resignation, dismissal, or engagement under Item 304 of Regulation S-K.
item-4.01-accountant-changes · 30 fields
Form 8-K Item 4.02 — Non-Reliance on Financial Statements
Disclose non-reliance determination or auditor notice regarding previously issued financial statements within 4 business days.
item-4.02-non-reliance · 27 fields
Form 8-K Item 5.01 — Changes in Control of Registrant
Mandatory statutory disclosure when a transaction or arrangement results in a change in control of the registrant.
item-5.01-changes-in-control · 22 fields
Officer and director changes — Form 8-K Item 5.02
Capture the applicable Item 5.02 sub-item, preserve disagreement and compensation evidence, obtain legal and board approvals, file, and reconcile the receipt.
item-5.02-officer-changes · 31 fields
Form 8-K Item 5.03 — Bylaw & Fiscal Year Amendments
Mandatory statutory disclosure for amendments to articles of incorporation or bylaws, or changes in fiscal year.
item-5.03-bylaw-fiscal-amendments · 21 fields
Form 8-K Item 5.04 — Temporary Suspension of Trading Under Registrant
Mandatory disclosure when a plan blackout restricts participants and Section 16 insiders from trading equity.
item-5.04-benefit-plan-blackouts · 22 fields
Form 8-K Item 5.05 — Code of Ethics Amendments & Waivers
Mandatory statutory disclosure for code of ethics amendments or senior officer waivers.
item-5.05-code-of-ethics-waiver · 22 fields
Form 8-K Item 5.06 — Change in Shell Company Status
Mandatory Super 8-K disclosure with Form 10-equivalent information and immediate audited financial statements.
item-5.06-shell-company-status · 20 fields
Form 8-K Item 5.07 — Submission of Matters to a Vote of Security Holders
Mandatory statutory disclosure for shareholder meeting voting results, director elections, and Say-on-Pay.
item-5.07-shareholder-voting-results · 26 fields
Form 8-K Item 5.08 — Shareholder Director Nominations
Mandatory disclosure when an annual meeting date is changed by >30 days, establishing the shareholder director nomination window.
item-5.08-shareholder-director-nominations · 20 fields
Form 8-K Item 7.01 — Regulation FD Disclosure
Furnish material non-public information broadly and non-exclusionarily under Regulation FD.
item-7.01-reg-fd · 18 fields
Form 8-K Item 8.01 — Other Events
Voluntary disclosure of events deemed important to security holders or satisfying Regulation FD requirements.
item-8.01-other-events · 17 fields
Form 8-K Item 9.01 — Financial Statements and Exhibits
Register of financial statements, pro forma data, and statutory exhibits under Regulation S-K Item 601.
item-9.01-financial-exhibits · 15 fields
Continue with the next guide in this framework's table of contents.
Collect quantitative, qualitative, aggregation, investor-perspective, governance, and downstream-action evidence; record a human materiality judgment; obtain independent approval; and preserve the completed decision without turning a percentage into a legal conclusion.
Read guide Form 8-K & current reportsPrepare, review, approve, furnish, reconcile, and confirm a foreign private issuer report on Form 6-K.
Read guide Form 8-K & current reportsCapture a source event, require applicable materiality and Regulation FD assessments, select and justify the SEC route, calculate deadlines, collect conditional content evidence, obtain governance approval, and launch exactly one downstream workflow or record an approved no-immediate-filing decision.
Read guide