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Filings & Drafts

Draft a Form 8-K

Step-by-step walkthrough of the 8-K wizard from the event picker to a packet you download.

Updated 2026-04-308-kwalkthroughfilings

An 8-K reports a material event. The wizard takes 10 to 25 minutes depending on how many Items you need.

Step 1: Event picker

Pick the Items you are reporting (1.01, 2.02, 5.02, 7.01, 8.01, 9.01, etc.). The wizard supports any combination. Multi-Item 8-Ks are common when a single event triggers several disclosure obligations.

Screenshot
8-K event picker showing 5.02 and 7.01 selected

Step 2: Per-Item drafting

For each Item you picked, the wizard surfaces the right form. For 5.02 (officer departure or appointment), it pulls candidate officers from the Vault. For 1.01 (material contract), it pulls candidate counterparties. For 7.01 (Regulation FD), the system auto-attaches the "furnished, not filed" disclaimer.

Step 3: Review

Cross-disclosure consistency check fires automatically. If your 8-K says you appointed a new CFO and your Vault still lists the old CFO, you get an amber warning with a one-click reconcile.

Step 4: The packet

The system builds an EDGAR-format packet (HTML, exhibits, tagging). You preview the rendered version. Market Fortress does not send filings.

Step 5: Download

Download the finished document, or save the draft for counsel review. A person at the company files it through the company's own account.

After you finish

The draft stays in Drafts. Market Fortress does not assign an EDGAR accession number.