Intermediate

8-K trigger assessment and drafting outline

Helps assess whether an event may trigger an 8-K and drafts an outline with required sections and data needs. Useful for controllers coordinating with legal/compliance.

Assess a potential 8-K event and prepare a drafting outline.

Inputs:
- Event description and date: {event_description_date}
- Parties involved: {parties}
- Financial impact estimate: {financial_impact}
- Prior disclosures related to event: {prior_disclosures}
- Counsel guidance (if any): {counsel_guidance}

Output:
1) Potential 8-K item(s) implicated (list as possibilities, not legal conclusions).
2) Data needed to confirm applicability and draft accurately.
3) Draft outline with section headings and placeholders.
4) Controls and review workflow (legal, finance, IR) and timeline.

Note: This is not legal advice; coordinate with securities counsel.

Related Prompts